Nonprofit · EIN 52-6020249
EDGAR & KATHLEEN MERKLE FDN
Tax-exempt · DALLAS, TX 75265
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $34,500 | $31,405 | $3,095 | $237,077 | $0 | $237,077 |
| December 31, 2024 | 990-PF | $25,475 | $25,559 | -$84 | $234,000 | $0 | $234,000 |
| December 31, 2023 | 990-PF | $13,342 | $25,503 | -$12,161 | $233,999 | $0 | $233,999 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $12,358
- Net gain from sales of assets
- $22,142
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $4,577
- Disbursements for charitable purposes
- $27,331
- Excise tax on investment income
- $430
Balance sheet and other
- Total assets, start of year
- $234,000
- Total assets, end of year
- $237,077
- Total liabilities, end of year
- $0
- Net assets, end of year
- $237,077
- Fair market value of assets
- $568,233
- Qualifying distributions
- $27,331
- Net investment income
- $34,500
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 |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 40200 FL9-300-01-16, JACKSONVILLE, FL 32203 | CO-TRUSTEE | 1 | $4,577 |
| PHILLIP K MERKLE 9814 BELHAVEN RD, BETHESDA, MD 208171732 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 40200 FL9-300-01-16, JACKSONVILLE, FL 32203 | CO-TRUSTEE | 1 | $4,247 |
| PHILLIP K MERKLE 9814 BELHAVEN RD, BETHESDA, MD 208171732 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 40200 FL9-300-01-16, JACKSONVILLE, FL 32203 | CO-TRUSTEE | 1 | $3,747 |
| PHILLIP K MERKLE 9814 BELHAVEN RD, BETHESDA, MD 208171732 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 653067, DALLAS, TX 75265-3067
- In care of
- % BANK OF AMERICA N A TTEE
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
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
- 52-6020249
- Exempt since
- 1900
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $237,077
- Income (IRS master file)
- $37,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $34,500 | $31,405 | $237,077 | XML |
| 990-PF | December 2024 | $25,475 | $25,559 | $234,000 | XML |
| 990-PF | December 2023 | $13,342 | $25,503 | $233,999 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 52-6020249).
Questions about EDGAR & KATHLEEN MERKLE FDN
- What is the EIN of EDGAR & KATHLEEN MERKLE FDN?
- The employer identification number (EIN) of EDGAR & KATHLEEN MERKLE FDN is 52-6020249.
- Is EDGAR & KATHLEEN MERKLE FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1900.
- Which annual return does EDGAR & KATHLEEN MERKLE FDN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDGAR & KATHLEEN MERKLE FDN 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 EDGAR & KATHLEEN MERKLE FDN 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 EDGAR & KATHLEEN MERKLE FDN?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $4,577 (BANK OF AMERICA N A, CO-TRUSTEE).
- How much revenue does EDGAR & KATHLEEN MERKLE FDN have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,500, expenses of $31,405 and total assets of $237,077 at year end.
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