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Nonprofit · EIN 23-7113720

MERRIMAN FOUNDATION

Tax-exempt · WASHINGTON, DC 20006

Financials

$489K$2.8M2023$7.4M$4.2M2024$5.4M$3.7M2025
Revenue Expenses · by fiscal year end
Financials of MERRIMAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,433,851$3,743,865$1,689,986$4,873,190$9,610,000-$4,736,810
December 31, 2024990-PF$7,377,906$4,157,467$3,220,439$3,491,951$6,465,000-$2,973,049
December 31, 2023990-PF$488,551$2,812,043-$2,323,492$2,317,524$2,900,000-$582,476
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,737,475
Dividends
$695,597
Interest
$779

Expenses

Grants and similar amounts paid
$3,293,555
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,293,555
Excise tax on investment income
$9,551

Balance sheet and other

Total assets, start of year
$3,491,951
Total assets, end of year
$4,873,190
Total liabilities, end of year
$9,610,000
Net assets, end of year
-$4,736,810
Fair market value of assets
$37,501,178
Qualifying distributions
$3,293,555
Net investment income
$696,376

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.

NameTitleHours / weekCompensation
MICHAEL A MERRIMAN
1020 CENTRAL SUITE 300, KANSAS CITY, MO 64105
PRESIDENT/TREASURER0$0
MARYBETH M SOTOS
1020 CENTRAL SUITE 300, KANSAS CITY, MO 64105
VICE PRESIDENT/SECRETARY0$0
EDWARD L MERRIMAN
1020 CENTRAL SUITE 300, KANSAS CITY, MO 64105
VICE PRESIDENT0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MICHAEL A MERRIMAN
1020 CENTRAL SUITE 300, KANSAS CITY, MO 64105
PRESIDENT/TREASURER0$0
MARYBETH M SOTOS
1020 CENTRAL SUITE 300, KANSAS CITY, MO 64105
VICE PRESIDENT/SECRETARY0$0
EDWARD L MERRIMAN
1020 CENTRAL SUITE 300, KANSAS CITY, MO 64105
VICE PRESIDENT0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MICHAEL A MERRIMAN
1020 CENTRAL SUITE 300, KANSAS CITY, MO 64105
PRESIDENT/TREASURER0$0
MARYBETH M SOTOS
1020 CENTRAL SUITE 300, KANSAS CITY, MO 64105
VICE PRESIDENT/SECRETARY0$0
EDWARD L MERRIMAN
1020 CENTRAL SUITE 300, KANSAS CITY, MO 64105
VICE PRESIDENT0$0

Address and contacts

Address (IRS master file)
1747 PENNSYLVANIA AVENUE, WASHINGTON, DC 20006-4604
In care of
% RYAN KERWIN
Signed the 990-PF
MICHAEL MERRIMAN, PRESIDENT
Phone
(202) 785-9500
Return prepared by
JJM & CO LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
23-7113720
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
1971
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,873,190
Income (IRS master file)
$5,433,851

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,433,851$3,743,865$4,873,190IRS
990-PFDecember 2024$7,377,906$4,157,467$3,491,951IRS
990-PFDecember 2023$488,551$2,812,043$2,317,524XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 23-7113720).

Questions about MERRIMAN FOUNDATION

What is the EIN of MERRIMAN FOUNDATION?
The employer identification number (EIN) of MERRIMAN FOUNDATION is 23-7113720.
Is MERRIMAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to MERRIMAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MERRIMAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MERRIMAN 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 MERRIMAN 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 MERRIMAN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MERRIMAN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,433,851, expenses of $3,743,865 and total assets of $4,873,190 at year end.

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