Nonprofit · EIN 38-6528749
MERKLEY CHARITABLE TRUST
Tax-exempt · COLUMBUS, OH 43216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $404,410 | $259,308 | $145,102 | $3,764,568 | $0 | $3,764,568 |
| November 30, 2024 | 990-PF | $180,706 | $292,070 | -$111,364 | $3,619,630 | $0 | $3,619,630 |
| November 30, 2023 | 990-PF | $441,671 | $270,505 | $171,166 | $3,730,995 | $0 | $3,730,995 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $168,007
- Net gain from sales of assets
- $233,674
- Other income
- $2,729
Expenses
- Grants and similar amounts paid
- $191,105
- Compensation of officers, directors and key employees
- $66,432
- Disbursements for charitable purposes
- $252,143
- Excise tax on investment income
- $5,484
Balance sheet and other
- Total assets, start of year
- $3,619,630
- Total assets, end of year
- $3,764,568
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,764,568
- Fair market value of assets
- $6,818,151
- Qualifying distributions
- $252,143
- Net investment income
- $401,681
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $66,432 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $63,493 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $59,738 |
Address and contacts
- Address (IRS master file)
- PO BOX 1558, COLUMBUS, OH 43216-1558
- Signed the 990-PF
- HUNTINGTON NATIONAL BANK, VICE PRESIDENT
- Phone
- (810) 342-7089
- Return prepared by
- PWC US TAX 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6528749
- 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
- 1993
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,764,568
- Income (IRS master file)
- $744,563
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $404,410 | $259,308 | $3,764,568 | XML |
| 990-PF | November 2024 | $180,706 | $292,070 | $3,619,630 | XML |
| 990-PF | November 2023 | $441,671 | $270,505 | $3,730,995 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 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 38-6528749).
Questions about MERKLEY CHARITABLE TRUST
- What is the EIN of MERKLEY CHARITABLE TRUST?
- The employer identification number (EIN) of MERKLEY CHARITABLE TRUST is 38-6528749.
- Is MERKLEY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to MERKLEY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERKLEY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERKLEY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERKLEY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of MERKLEY CHARITABLE TRUST?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $66,432 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does MERKLEY CHARITABLE TRUST have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $404,410, expenses of $259,308 and total assets of $3,764,568 at year end.
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