Nonprofit · EIN 77-0703092
THE MERRELL FAMILY FOUNDATION
Tax-exempt · SEATTLE, WA 98199
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $53,728 | $138,899 | -$85,171 | $742,097 | $95,921 | $646,176 |
| December 31, 2023 | 990-PF | $79,209 | $150,683 | -$71,474 | $829,541 | $98,194 | $731,347 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $10,199
- Interest
- $3
- Net rental income
- $8,795
- Net gain from sales of assets
- $2,675
Expenses
- Grants and similar amounts paid
- $95,921
- Compensation of officers, directors and key employees
- $10,664
- Disbursements for charitable purposes
- $95,921
- Excise tax on investment income
- $148
Balance sheet and other
- Total assets, start of year
- $829,541
- Total assets, end of year
- $742,097
- Total liabilities, end of year
- $95,921
- Net assets, end of year
- $646,176
- Fair market value of assets
- $1,807,181
- Qualifying distributions
- $95,921
- Net investment income
- $53,728
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANNON NAGAMINE 2408 W COMMODORE WAY, SEATTLE, WA 98199 | DIRECTOR | 20 | $10,664 |
| JAMES WITTER 2408 W COMMODORE WAY, SEATTLE, WA 98199 | DIRECTOR | 0 | $0 |
| SUSAN WITTER O'LEARY 2408 W COMMODORE WAY, SEATTLE, WA 98199 | DIRECTOR | 0 | $0 |
| JENNIFER WITTER LERCH 2408 W COMMODORE WAY, SEATTLE, WA 98199 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHANNON NAGAMINE 2408 W COMMODORE WAY, SEATTLE, WA 98199 | DIRECTOR | 20 | $10,671 |
| JAMES WITTER 2408 W COMMODORE WAY, SEATTLE, WA 98199 | DIRECTOR | 0 | $0 |
| SUSAN WITTER O'LEARY 2408 W COMMODORE WAY, SEATTLE, WA 98199 | DIRECTOR | 0 | $0 |
| JENNIFER WITTER LERCH 2408 W COMMODORE WAY, SEATTLE, WA 98199 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2408 W COMMODORE WAY, SEATTLE, WA 98199-1228
- In care of
- % SHANNON NAGAMINE
- Signed the 990-PF
- SHANNON NAGAMINE, DIRECTOR
- Phone
- (206) 260-6002
- Return prepared by
- UNDERHILL MCLAUGHLIN HANSON LINDBLOM PC
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 | Not 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
- 77-0703092
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $742,097
- Income (IRS master file)
- $92,538
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $53,728 | $138,899 | $742,097 | IRS |
| 990-PF | December 2023 | $79,209 | $150,683 | $829,541 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 77-0703092).
Questions about THE MERRELL FAMILY FOUNDATION
- What is the EIN of THE MERRELL FAMILY FOUNDATION?
- The employer identification number (EIN) of THE MERRELL FAMILY FOUNDATION is 77-0703092.
- Is THE MERRELL FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to THE MERRELL FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE MERRELL FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE MERRELL FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MERRELL FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE MERRELL FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $10,664 (SHANNON NAGAMINE, DIRECTOR).
- How much revenue does THE MERRELL FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $53,728, expenses of $138,899 and total assets of $742,097 at year end.
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