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Nonprofit · EIN 52-1490571

THE MERRILL FOUNDATION INC

Tax-exempt · MCLEAN, VA 22102

Financials

$1.8M$5.1M2023$6.7M$4.7M2024
Revenue Expenses · by fiscal year end
Financials of THE MERRILL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,710,600$4,742,207$1,968,393$42,170,031$0$42,170,031
December 31, 2023990-PF$1,803,081$5,058,153-$3,255,072$41,881,227$0$41,881,227
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$920,996
Net gain from sales of assets
$5,789,604

Expenses

Grants and similar amounts paid
$4,200,400
Compensation of officers, directors and key employees
$60,000
Disbursements for charitable purposes
$4,264,240
Excise tax on investment income
$86,688

Balance sheet and other

Total assets, start of year
$41,881,227
Total assets, end of year
$42,170,031
Total liabilities, end of year
$0
Net assets, end of year
$42,170,031
Fair market value of assets
$63,296,725
Qualifying distributions
$4,264,240
Net investment income
$6,683,557

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
NANCY MERRILL
906 CHILDS POINT ROAD, ANNAPOLIS, VA 21401
PRESIDENT0$30,000
DOUGLAS MERRILL
122 MARINERS COVE, SHELBURNE, VT 05482
DIRECTOR0$30,000
CATHERINE MERRILL WILLIAMS
2323 WYOMING STREET NW, WASHINGTON, DC 20008
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CATHERINE MERRILL WILLIAMS
2323 WYOMING STREET NW, WASHINGTON, DC 20008
DIRECTOR5$30,000
DOUGLAS MERRILL
122 MARINERS COVE, SHELBURNE, VT 05482
DIRECTOR5$30,000
NANCY MERRILL
906 CHILDS POINT ROAD, ANNAPOLIS, VA 21401
PRESIDENT10$0

Address and contacts

Address (IRS master file)
8401 GREENSBORO DR STE 800, MCLEAN, VA 22102-3599
In care of
% SHARON BERMAN
Signed the 990-PF
NANCY MERRILL, PRESIDENT
Phone
(703) 770-6377
Return prepared by
BDO USA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
52-1490571
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$42,170,031
Income (IRS master file)
$19,350,331

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,710,600$4,742,207$42,170,031IRS
990-PFDecember 2023$1,803,081$5,058,153$41,881,227XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1490571).

Questions about THE MERRILL FOUNDATION INC

What is the EIN of THE MERRILL FOUNDATION INC?
The employer identification number (EIN) of THE MERRILL FOUNDATION INC is 52-1490571.
Is THE MERRILL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to THE MERRILL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE MERRILL FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE MERRILL FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE MERRILL FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE MERRILL FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $30,000 (NANCY MERRILL, PRESIDENT).
How much revenue does THE MERRILL FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,710,600, expenses of $4,742,207 and total assets of $42,170,031 at year end.

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