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Nonprofit · EIN 38-3148627

RICHARD D AND LYNETTE S MERILLAT

Tax-exempt · ANN ARBOR, MI 48108

Financials

−$514K$695K2022$58K$548K2023$687K$571K2024
Revenue Expenses · by fiscal year end
Financials of RICHARD D AND LYNETTE S MERILLAT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$687,280$571,131$116,149$11,107,136$0$11,107,136
June 30, 2024990-PF$57,602$548,356-$490,754$10,990,987$0$10,990,987
June 30, 2023990-PF-$514,425$694,925-$1,209,350$11,481,741$0$11,481,741
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$61,916
Net gain from sales of assets
$625,364

Expenses

Grants and similar amounts paid
$536,100
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$538,920
Excise tax on investment income
$9,099

Balance sheet and other

Total assets, start of year
$10,990,987
Total assets, end of year
$11,107,136
Total liabilities, end of year
$0
Net assets, end of year
$11,107,136
Fair market value of assets
$12,314,246
Qualifying distributions
$538,920
Net investment income
$686,802

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
RICHARD D MERILLAT
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE, PRESIDENT1$0
LYNETTE S MERILLAT
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE, SECRETARY1$0
TRICIA MCGUIRE
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE1$0
GEORGE E BOREL
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE, TREASURER1$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
RICHARD D MERILLAT
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE, PRESIDENT1$0
LYNETTE S MERILLAT
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE, SECRETARY1$0
TRICIA MCGUIRE
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE1$0
GEORGE E BOREL
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE, TREASURER1$0
990-PF for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
RICHARD D MERILLAT
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE, PRESIDENT1$0
LYNETTE S MERILLAT
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE, SECRETARY1$0
TRICIA MCGUIRE
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE1$0
GEORGE E BOREL
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108
TRUSTEE, TREASURER1$0

Address and contacts

Address (IRS master file)
555 BRIARWOOD CIR STE 300, ANN ARBOR, MI 48108-1686
In care of
% NORTHERN TRUST COMPANY
Signed the 990-PF
GEORGE E BOREL, TREASURER
Phone
(734) 761-2005
Return prepared by
REHMANN ROBSON 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
38-3148627
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
June
Files
Form 990-PF
Assets (IRS master file)
$11,107,136
Income (IRS master file)
$3,988,040

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$687,280$571,131$11,107,136IRS
990-TJune 2025–––IRS
990-PFJune 2024$57,602$548,356$10,990,987IRS
990-TJune 2024–––IRS
990-PFJune 2023-$514,425$694,925$11,481,741XML
990-TJune 2023–––IRS
990-PFJune 2022–––IRS
990-TJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––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 38-3148627).

Questions about RICHARD D AND LYNETTE S MERILLAT

What is the EIN of RICHARD D AND LYNETTE S MERILLAT?
The employer identification number (EIN) of RICHARD D AND LYNETTE S MERILLAT is 38-3148627.
Is RICHARD D AND LYNETTE S MERILLAT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to RICHARD D AND LYNETTE S MERILLAT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RICHARD D AND LYNETTE S MERILLAT file?
Form 990-PF. Private foundations file every year.
When is the next return of RICHARD D AND LYNETTE S MERILLAT due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RICHARD D AND LYNETTE S MERILLAT last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of RICHARD D AND LYNETTE S MERILLAT?
The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does RICHARD D AND LYNETTE S MERILLAT have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $687,280, expenses of $571,131 and total assets of $11,107,136 at year end.

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