Nonprofit · EIN 73-6111622
MERRICK FOUNDATION
Tax-exempt · OKLAHOMA CITY, OK 73131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $823,350 | $641,485 | $181,865 | $13,360,945 | $0 | $13,360,945 |
| December 31, 2024 | 990-PF | $724,351 | $613,106 | $111,245 | $12,275,861 | $0 | $12,275,861 |
| December 31, 2023 | 990-PF | $997,117 | $568,127 | $428,990 | $11,822,427 | $0 | $11,822,427 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $282,183
- Net gain from sales of assets
- $541,167
Expenses
- Grants and similar amounts paid
- $473,500
- Compensation of officers, directors and key employees
- $37,000
- Disbursements for charitable purposes
- $574,974
- Excise tax on investment income
- $10,887
Balance sheet and other
- Total assets, start of year
- $12,275,861
- Total assets, end of year
- $13,360,945
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,360,945
- Fair market value of assets
- $13,360,945
- Qualifying distributions
- $574,974
- Net investment income
- $823,350
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VALDA M BUCHANAN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Secretary | 0 | $2,000 |
| ASHER COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| CHARLES R COE JR 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| CLAY COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| MERRICK FITZGERALD 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Vice President | 0 | $2,000 |
| ROSS M COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| RYAN COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| WARD I COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| GWEN GAINES 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| MERRICK MCSWIGGAN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| ROBERT MERRICK 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Treasurer | 0 | $2,000 |
| JONATHAN MERRICK 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | President | 0 | $2,000 |
| WARD S MERRICK III 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| JEFF MOEN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| MIKE CAWLEY 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILL MERRICK 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| KATE MERRICK-SMITH 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| GERALD S BUCHANAN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $1,000 |
| JESSIE NANCE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $1,000 |
| ELIZABETH COE WADE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $1,000 |
990-PF for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD S BUCHANAN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| VALDA M BUCHANAN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Secretary | 0 | $2,000 |
| ASHER COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| CHARLES R COE JR 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| CLAY COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| MERRICK FITZGERALD 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Vice President | 0 | $2,000 |
| ROSS M COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| RYAN COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| WARD I COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| GWEN GAINES 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| MERRICK MCSWIGGAN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| ROBERT MERRICK 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Treasurer | 0 | $2,000 |
| JONATHAN MERRICK 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | President | 0 | $2,000 |
| WARD S MERRICK III 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| JEFF MOEN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| JESSIE NANCE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| MIKE CAWLEY 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| WILL MERRICK 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $2,000 |
| FRANK W MERRICK 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Vice President | 0 | $1,000 |
| KATE MERRICK-SMITH 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 731312001 | Trustee | 0 | $1,000 |
990-PF for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD S BUCHANAN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| VALDA M BUCHANAN 2932 NW 122ND ST STE D, OKLAHOMA CITY, OK 73131 | Secretary | 0 | $2,000 |
| ASHER COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| CHARLES R COE JR 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| CLAY COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| MERRICK FITZGERALD 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| ROSS M COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | President | 0 | $2,000 |
| RYAN COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| WARD I COE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| GWEN GAINES 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| MERRICK MCSWIGGAN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| FRANK W MERRICK 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Vice President | 0 | $2,000 |
| ROBERT MERRICK 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| JONATHAN MERRICK 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| WARD S MERRICK III 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| JEFF MOEN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| JESSIE NANCE 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| MIKE CAWLEY 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| WILL MERRICK 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Trustee | 0 | $2,000 |
| NANCY GADEN 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131 | Treasurer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1024 E BRITTON RD 200, OKLAHOMA CITY, OK 73131-2001
- Signed the 990-PF
- ROSS M COE, Trustee
- Phone
- (405) 755-5571
- Return prepared by
- Cole & Company CPAs PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 73-6111622
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $13,360,945
- Income (IRS master file)
- $2,239,895
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $823,350 | $641,485 | $13,360,945 | XML |
| 990-PF | December 2024 | $724,351 | $613,106 | $12,275,861 | XML |
| 990-PF | December 2023 | $997,117 | $568,127 | $11,822,427 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 73-6111622).
Questions about MERRICK FOUNDATION
- What is the EIN of MERRICK FOUNDATION?
- The employer identification number (EIN) of MERRICK FOUNDATION is 73-6111622.
- Is MERRICK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to MERRICK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERRICK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERRICK FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERRICK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MERRICK FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 20 people; 20 received compensation from the organization, the highest $2,000 (VALDA M BUCHANAN, Secretary).
- How much revenue does MERRICK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $823,350, expenses of $641,485 and total assets of $13,360,945 at year end.
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