Nonprofit · EIN 72-1336331
JESS MERKLE FOUNDATION
Tax-exempt · SHREVEPORT, LA 71101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $515,811 | $517,810 | -$1,999 | $2,475,817 | $0 | $2,475,817 |
| June 30, 2024 | 990-PF | $517,162 | $506,295 | $10,867 | $2,477,816 | $0 | $2,477,816 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $132,211
- Interest
- $49
- Net gain from sales of assets
- $383,551
Expenses
- Grants and similar amounts paid
- $395,000
- Compensation of officers, directors and key employees
- $50,000
- Disbursements for charitable purposes
- $395,000
- Excise tax on investment income
- $5,463
Balance sheet and other
- Total assets, start of year
- $2,477,816
- Total assets, end of year
- $2,475,817
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,475,817
- Fair market value of assets
- $7,277,394
- Qualifying distributions
- $395,000
- Net investment income
- $515,811
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL E MERKLE 333 TEXAS STREET SUITE 700, SHREVEPORT, LA 71101 | TRUSTEE | 16 | $50,000 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL E MERKLE 333 TEXAS STREET SUITE 700, SHREVEPORT, LA 71101 | TRUSTEE | 16 | $50,000 |
Address and contacts
- Address (IRS master file)
- 333 TEXAS ST STE 700, SHREVEPORT, LA 71101-3600
- In care of
- % PAUL E MERKLE
- Signed the 990-PF
- PAUL MERKLE, PRESIDENT
- Phone
- (318) 220-9939
- Return prepared by
- C SCOTT MASSEY CPA 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 72-1336331
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20I)
- Assets (IRS master file)
- $2,475,817
- Income (IRS master file)
- $1,193,495
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $515,811 | $517,810 | $2,475,817 | XML |
| 990-PF | June 2024 | $517,162 | $506,295 | $2,477,816 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 72-1336331).
Questions about JESS MERKLE FOUNDATION
- What is the EIN of JESS MERKLE FOUNDATION?
- The employer identification number (EIN) of JESS MERKLE FOUNDATION is 72-1336331.
- Is JESS MERKLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to JESS MERKLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JESS MERKLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JESS MERKLE FOUNDATION 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 JESS MERKLE FOUNDATION 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 JESS MERKLE FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $50,000 (PAUL E MERKLE, TRUSTEE).
- How much revenue does JESS MERKLE FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $515,811, expenses of $517,810 and total assets of $2,475,817 at year end.
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All nonprofits in SHREVEPORT · Louisiana · Philanthropy, voluntarism and grantmaking foundations