Nonprofit · EIN 93-6449273
MERRY S GRAHAM CHARITABLE FOUNDATION TR OF12-9-21
Also known as JONATHAN T ANDERSON TTEE
Tax-exempt · SARASOTA, FL 34233
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $22,953 | $77,835 | -$54,882 | $652,700 | $0 | $652,700 |
| December 31, 2024 | 990-PF | $29,954 | $81,209 | -$51,255 | $707,582 | $0 | $707,582 |
| December 31, 2023 | 990-PF | $778,987 | $20,150 | $758,837 | $758,837 | $0 | $758,837 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $22,953
Expenses
- Grants and similar amounts paid
- $77,500
- Disbursements for charitable purposes
- $77,500
- Excise tax on investment income
- $314
Balance sheet and other
- Total assets, start of year
- $707,582
- Total assets, end of year
- $652,700
- Total liabilities, end of year
- $0
- Net assets, end of year
- $652,700
- Fair market value of assets
- $652,700
- Qualifying distributions
- $77,500
- Net investment income
- $22,953
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 |
|---|---|---|---|
| JONATHAN ANDERSON 3665 BEE RIDGE RD STE 300, SARASOTA, FL 34233 | TRUSTEE | 1 | $0 |
| JEB CARPENTER 2206 ROSEWOOD DR, MELBOURNE BEACH, FL 32951 | TRUSTEE | 1 | $0 |
| KYRIE CARPENTER DEAN 324 N LAKE ST UNIT 305, PORT WASHINGTON, WI 53074 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN ANDERSON 3665 BEE RIDGE RD STE 300, SARASOTA, FL 34233 | TRUSTEE | 0 | $0 |
| JEB CARPENTER 2206 ROSEWOOD DR, MELBOURNE BEACH, FL 32951 | TRUSTEE | 0 | $0 |
| KYRIE CARPENTER DEAN 324 N LAKE ST UNIT 305, PORT WASHINGTON, WI 53074 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN ANDERSON 3665 BEE RIDGE RD STE 300, SARASOTA, FL 34233 | TRUSTEE | 1 | $0 |
| JEB CARPENTER 2206 ROSEWOOD DR, MELBOURNE BEACH, FL 32951 | TRUSTEE | 1 | $0 |
| KYRIE CARPENTER DEAN 324 N LAKE ST UNIT 305, PORT WASHINGTON, WI 53074 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3665 BEE RIDGE RD STE 300, SARASOTA, FL 34233-1056
- In care of
- % JONATHAN T ANDERSON
- Signed the 990-PF
- JONATHAN ANDERSON, TRUSTEE
- Phone
- (941) 954-5772
- Return prepared by
- DOEHRING WINDERS & CO LLP
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
- 93-6449273
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Animal-related (D20)
- Assets (IRS master file)
- $652,700
- Income (IRS master file)
- $22,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $22,953 | $77,835 | $652,700 | IRS |
| 990-PF | December 2024 | $29,954 | $81,209 | $707,582 | XML |
| 990-PF | December 2023 | $778,987 | $20,150 | $758,837 | XML |
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 93-6449273).
Questions about MERRY S GRAHAM CHARITABLE FOUNDATION TR OF12-9-21
- What is the EIN of MERRY S GRAHAM CHARITABLE FOUNDATION TR OF12-9-21?
- The employer identification number (EIN) of MERRY S GRAHAM CHARITABLE FOUNDATION TR OF12-9-21 is 93-6449273.
- Is MERRY S GRAHAM CHARITABLE FOUNDATION TR OF12-9-21 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to MERRY S GRAHAM CHARITABLE FOUNDATION TR OF12-9-21 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERRY S GRAHAM CHARITABLE FOUNDATION TR OF12-9-21 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERRY S GRAHAM CHARITABLE FOUNDATION TR OF12-9-21 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 MERRY S GRAHAM CHARITABLE FOUNDATION TR OF12-9-21 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 MERRY S GRAHAM CHARITABLE FOUNDATION TR OF12-9-21?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MERRY S GRAHAM CHARITABLE FOUNDATION TR OF12-9-21 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $22,953, expenses of $77,835 and total assets of $652,700 at year end.
Other nonprofits in SARASOTA
- HUMANE SOCIETY OF SARASOTA COUNTY INC EIN 59-6014943 · last filed 990 for 2024
- CAT DEPOT EIN 20-0217681 · last filed 990 for 2024
- SATCHELS LAST RESORT INC EIN 04-3585931 · last filed 990 for 2025
- ANIMAL RESCUE COALITION INC EIN 65-0950292 · last filed 990 for 2025
- BIG CAT HABITAT GULF COAST SANCTUARY INC EIN 65-0659177 · last filed 990 for 2025
- SAVE OUR SEABIRDS INC EIN 59-3078536 · last filed 990 for 2024
- SRQ VETERINARY SERVICES EIN 99-3631636 · last filed 990 for 2025
- LOVE4PAWS INC EIN 85-0584716 · last filed 990 for 2024