Nonprofit · EIN 83-0501956
MERLIN & JO ANN FJARLI FOUNDATION INC
Tax-exempt · MEDFORD, OR 97501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $875,450 | $1,787,593 | -$912,143 | $7,631,385 | $4,345 | $7,627,040 |
| December 31, 2023 | 990-PF | $726,602 | $1,822,485 | -$1,095,883 | $8,544,190 | $5,007 | $8,539,183 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $126,788
- Net rental income
- $528,293
Expenses
- Grants and similar amounts paid
- $1,447,500
- Compensation of officers, directors and key employees
- $88,800
- Salaries, compensation and benefits (total)
- $12,075
- Disbursements for charitable purposes
- $1,447,500
- Excise tax on investment income
- $7,441
Balance sheet and other
- Total assets, start of year
- $8,544,190
- Total assets, end of year
- $7,631,385
- Total liabilities, end of year
- $4,345
- Net assets, end of year
- $7,627,040
- Fair market value of assets
- $13,754,739
- Qualifying distributions
- $1,447,500
- Net investment income
- $875,450
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOLA FJARLI 670 MASON WAY, MEDFORD, OR 97501 | VP/SEC/TREAS | 25 | $46,800 |
| CLINT FJARLI 670 MASON WAY, MEDFORD, OR 97501 | President | 20 | $42,000 |
| CAMERON FJARLI 670 MASON WAY, MEDFORD, OR 97501 | Director | 0 | $0 |
| CEISHA PARDY 670 MASON WAY, MEDFORD, OR 97501 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOLA FJARLI 670 MASON WAY, MEDFORD, OR 97501 | VP/SEC/TREAS | 25 | $46,800 |
| CLINT FJARLI 670 MASON WAY, MEDFORD, OR 97501 | President | 20 | $42,000 |
Address and contacts
- Address (IRS master file)
- 670 MASON WAY, MEDFORD, OR 97501-1340
- Signed the 990-PF
- CLINT FJARLI, President
- Phone
- (541) 779-2233
- Return prepared by
- RWB AND CO
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 | Not 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
- 83-0501956
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,631,385
- Income (IRS master file)
- $875,450
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $875,450 | $1,787,593 | $7,631,385 | XML |
| 990-PF | December 2023 | $726,602 | $1,822,485 | $8,544,190 | 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 83-0501956).
Questions about MERLIN & JO ANN FJARLI FOUNDATION INC
- What is the EIN of MERLIN & JO ANN FJARLI FOUNDATION INC?
- The employer identification number (EIN) of MERLIN & JO ANN FJARLI FOUNDATION INC is 83-0501956.
- Is MERLIN & JO ANN FJARLI FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to MERLIN & JO ANN FJARLI FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MERLIN & JO ANN FJARLI FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERLIN & JO ANN FJARLI 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 MERLIN & JO ANN FJARLI 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 MERLIN & JO ANN FJARLI FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $46,800 (LOLA FJARLI, VP/SEC/TREAS).
- How much revenue does MERLIN & JO ANN FJARLI FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $875,450, expenses of $1,787,593 and total assets of $7,631,385 at year end.
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