Nonprofit · EIN 95-4509531
JOHN F MERRELL CHARITABLE FOUNDATION
Tax-exempt · ALTADENA, CA 91001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2026 | 990-PF | $40,756 | $99,311 | -$58,555 | $1,174,930 | $0 | $1,174,930 |
| January 31, 2025 | 990-PF | $134,272 | $89,959 | $44,313 | $1,233,485 | $0 | $1,233,485 |
| January 31, 2024 | 990-PF | $50,404 | $129,449 | -$79,045 | $1,189,172 | $0 | $1,189,172 |
Financial details: 990-PF for the year ended January 31, 2026
Revenue
- Dividends
- $40,756
Expenses
- Grants and similar amounts paid
- $30,000
- Compensation of officers, directors and key employees
- $50,000
- Disbursements for charitable purposes
- $65,419
- Excise tax on investment income
- $95
Balance sheet and other
- Total assets, start of year
- $1,233,485
- Total assets, end of year
- $1,174,930
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,174,930
- Fair market value of assets
- $1,433,537
- Qualifying distributions
- $65,419
- Net investment income
- $40,756
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 January 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL E FARRELL 1835 MEADOWBROOK LANE, ALTADENA, CA 91001 | CEO | 25 | $50,000 |
| STEPHEN ROSE 2420 E WOODLYN RD, PASADENA, CA 911043446 | DIRECTOR | 2 | $0 |
| SCOTT FARRELL 31931 OLD HICKORY ROAD, TRABUCO CANYON, CA 92679 | TREASURER/CF | 5 | $0 |
990-PF for the year ended January 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL E FARRELL 1835 MEADOWBROOK LANE, ALTADENA, CA 91001 | CEO | 40 | $50,000 |
| STEPHEN ROSE 2420 E WOODLYN RD, PASADENA, CA 911043446 | DIRECTOR | 2 | $0 |
| SCOTT FARRELL 31931 OLD HICKORY ROAD, TRABUCO CANYON, CA 92679 | TREASURER/SE | 5 | $0 |
990-PF for the year ended January 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL E FARRELL 1835 MEADOWBROOK LANE, ALTADENA, CA 91001 | CEO | 20 | $50,000 |
| STEPHEN ROSE 2420 E WOODLYN RD, PASADENA, CA 911043446 | DIRECTOR | 1 | $0 |
| SCOTT FARRELL 31931 OLD HICKORY ROAD, TRABUCO CANYON, CA 92679 | TREASURER/SE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1835 MEADOWBROOK RD, ALTADENA, CA 91001-3322
- In care of
- % MARION P FARRELL
- Signed the 990-PF
- SCOTT FARRELL, TREASURER/CFO
- Phone
- (626) 798-9959
- Return prepared by
- WING LAU CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4509531 or by the name JOHN F MERRELL CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | 990-PF on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990-PF on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990-PF on file |
IRS record
- EIN
- 95-4509531
- 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
- 1995
- Accounting year ends
- January
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,174,930
- Income (IRS master file)
- $40,756
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | January 2026 | $40,756 | $99,311 | $1,174,930 | XML |
| 990-PF | January 2025 | $134,272 | $89,959 | $1,233,485 | XML |
| 990-PF | January 2024 | $50,404 | $129,449 | $1,189,172 | XML |
| 990-PF | January 2023 | – | – | – | IRS |
| 990-PF | January 2022 | – | – | – | IRS |
| 990-PF | January 2021 | – | – | – | 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 95-4509531).
Questions about JOHN F MERRELL CHARITABLE FOUNDATION
- What is the EIN of JOHN F MERRELL CHARITABLE FOUNDATION?
- The employer identification number (EIN) of JOHN F MERRELL CHARITABLE FOUNDATION is 95-4509531.
- Is JOHN F MERRELL CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to JOHN F MERRELL CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN F MERRELL CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN F MERRELL CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN F MERRELL CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended January 2026.
- Who are the officers and directors of JOHN F MERRELL CHARITABLE FOUNDATION?
- The 990-PF for the year ended January 31, 2026 lists 3 people; 1 received compensation from the organization, the highest $50,000 (MICHAEL E FARRELL, CEO).
- How much revenue does JOHN F MERRELL CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended January 31, 2026 it reported revenue of $40,756, expenses of $99,311 and total assets of $1,174,930 at year end.
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All nonprofits in ALTADENA · California · Philanthropy, voluntarism and grantmaking foundations