Nonprofit · EIN 86-3632993
JAMES MERRILL HOUSE FOUNDATION
Tax-exempt · STONINGTON, CT 06378
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $624,556 | $199,786 | $424,770 | $2,223,044 | $21,170 | $2,201,874 |
| March 31, 2024 | 990 | $298,814 | $42,255 | $256,559 | $1,742,868 | $0 | $1,742,868 |
| March 31, 2023 | 990 | $229,164 | $11,043 | $218,121 | $1,506,519 | $0 | $1,506,519 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $543,506
- Program service revenue
- $0
- Investment income
- $66,071
- Net rental income
- $11,819
- Net gain from sales of assets
- $1,532
- Other revenue
- $14,979
Expenses
- Grants and similar amounts paid
- $47,076
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $51,731
- Salaries, compensation and benefits (total)
- $56,767
- Professional fundraising fees
- $0
- Legal fees
- $984
- Accounting fees
- $6,358
- Program services (functional)
- $199,786
Balance sheet and other
- Total assets, start of year
- $1,742,868
- Total assets, end of year
- $2,223,044
- Total liabilities, end of year
- $21,170
- Net assets, end of year
- $2,201,874
- Land, buildings and equipment
- $436,097
- Publicly traded securities
- $1,530,919
- Net assets without donor restrictions
- $2,201,874
- Gross receipts
- $661,097
- Employees
- 0
- Year formed
- 2021
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott Muller | Chairman Trustee or director, Officer | 0 | $0 |
| Janet McClendon | Vice Chair/ Sec Trustee or director, Officer | 0 | $0 |
| Ruth Saunders | Treasurer Trustee or director, Officer | 0 | $0 |
| Ted Beck | Trustee Trustee or director | 0 | $0 |
| William Middleton | Trustee Trustee or director | 0 | $0 |
990 for the year ended March 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott W Muller | Chairman Trustee or director, Officer | 2 | $0 |
| Janet McClendon | Vice Chair and Secretary Trustee or director, Officer | 2 | $0 |
| G Ruth Saunders | Treasurer Trustee or director, Officer | 2 | $0 |
| Ted Beck | Trustee Trustee or director | 0.5 | $0 |
| William Middleton | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended March 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Scott W Muller | Chairman Trustee or director | 2 | $0 |
| Janet McClendon | Vice Chair and Secretary Trustee or director | 2 | $0 |
| G Ruth Saunders | Treasurer Trustee or director | 2 | $0 |
| Ted Beck | Trustee Trustee or director | 4 | $0 |
| William Middleton | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 107 WATER STREET, STONINGTON, CT 06378-1473
- In care of
- % RANDALL BEAN
- Signed the 990
- Ruth Saunders, Treasurer
- Phone
- (860) 415-6087
- Return prepared by
- Doherty Beals & Banks PC
Mission
The James Merrill House Foundation is organized exclusively for charitable and educational purposes within the section 501(c)(3). The Corporation was formed to raise and receive money to establish, maintain, and as appropriate, expend funds from an endowment to further the legacy of James Merrill, one of America's great poets, to preserve the national historic landmark that was Merrill's residence at 107 Water Street, Stonington, Connecticut and its contents (the "James Merrill House") and to create and promote programs related to James Merrill and/or to the James Merrill House.
Program accomplishments
- The capital campaign for the James Merrill House raised more than $200,000 in gifts and pledges to build an endowment to support year-round writer-in-residence programs hosted in James Merrill House and the conservation of this National Historic Landmark building, including the James Merrill Apartment.Expenses $199,786 · grants $47,076
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | Check at the IRS |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 86-3632993
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $2,223,044
- Income (IRS master file)
- $661,097
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $624,556 | $199,786 | $2,223,044 | XML |
| 990 | March 2024 | $298,814 | $42,255 | $1,742,868 | XML |
| 990 | March 2023 | $229,164 | $11,043 | $1,506,519 | XML |
| 990 | March 2022 | $1,396,290 | $2,074 | $1,361,425 | 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 86-3632993).
Questions about JAMES MERRILL HOUSE FOUNDATION
- What is the EIN of JAMES MERRILL HOUSE FOUNDATION?
- The employer identification number (EIN) of JAMES MERRILL HOUSE FOUNDATION is 86-3632993.
- Is JAMES MERRILL HOUSE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to JAMES MERRILL HOUSE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JAMES MERRILL HOUSE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JAMES MERRILL HOUSE FOUNDATION due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES MERRILL HOUSE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of JAMES MERRILL HOUSE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does JAMES MERRILL HOUSE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $624,556, expenses of $199,786 and total assets of $2,223,044 at year end.
Other nonprofits in STONINGTON
- MYSTIC BALLET INC EIN 06-1478674 · last filed 990 for 2024
- STONINGTON HISTORICAL SOCIETY EIN 06-0966415 · last filed 990 for 2023
- YELLOW FARMHOUSE EDUCATION CENTER EIN 82-3732013 · last filed 990 for 2024
- SALT MARSH OPERA COMPANY EIN 06-1603236 · last filed 990 for 2024
- SPIRIT WIND CENTER INC EIN 47-1478737 · last filed 990-N for 2025
- SERGIO FRANCHI MUSIC FOUNDATION EIN 83-2303882 · last filed 990-PF for 2025
- SWEDISH WOMENS EDUCATIONAL ASSOCIATION EIN 04-2943746 · last filed 990-EZ for 2025
- MYSTIC PAPER BEASTS INCORPORATED EIN 06-0955036 · last filed 990-N for 2025
All nonprofits in STONINGTON · Connecticut · Arts, culture and humanities