Merwin Foundation

Erie, PA
Tax-exempt since Aug. 1957
EIN: 25-6060860

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$391k (2023)

Expenses

$434k (2023)

Total Assets

$6.25M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$391,344

Expenses

$434,096

Net Income

-$42,752

Net Assets

$6,252,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,372	2.4%
Dividends	$134,201	34.3%
Sales of Assets	$247,771	63.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$378,500	87.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,252,808
Total Liabilities	$0
Net Assets	$6,252,808

Compensation

Key Employees and Officers	Compensation	Other
Richard A Merwin (Pres./Treas/)	$0	$0
James R Walczak (Asst Sec/Dir)	$0	$0
James E Spoden (Sec/Dir)	$0	$0

990-PF

Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2022

Revenue

$401,256

Expenses

$182,616

Net Income

$218,640

Net Assets

$6,295,560

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,883	0.7%
Dividends	$124,283	31.0%
Sales of Assets	$262,518	65.4%
Other Income	$11,572	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,500	64.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,295,560
Total Liabilities	$0
Net Assets	$6,295,560

Compensation

Key Employees and Officers	Compensation	Other
Richard A Merwin (Pres./Treas/)	$0	$0
James R Walczak (Asst Sec/Dir)	$0	$0
James E Spoden (Sec/Dir)	$0	$0

990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,000,961

Expenses

$487,730

Net Income

$513,231

Net Assets

$6,076,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,827	0.5%
Dividends	$131,703	13.2%
Sales of Assets	$771,371	77.1%
Other Income	$93,060	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$443,168	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,076,920
Total Liabilities	$0
Net Assets	$6,076,920

Compensation

Key Employees and Officers	Compensation	Other
Richard A Merwin (Pres./Treas/)	$0	$0
James R Walczak (Asst Sec/Dir)	$0	$0
James E Spoden (Sec/Dir)	$0	$0

990-PF

Filed on Nov. 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

-$431,536

Expenses

$438,793

Net Income

-$870,329

Net Assets

$5,563,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,048
Dividends	$148,386
Sales of Assets	$0
Other Income	-$88,037

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$400,500	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,563,689
Total Liabilities	$1
Net Assets	$5,563,688

Compensation

Key Employees and Officers	Compensation	Other
Richard A Merwin (Pres./Treas/)	$0	$0
James R Walczak (Asst Sec/Dir)	$0	$0
James E Spoden (Sec/Dir)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$374,661

Expenses

$420,465

Net Income

-$45,804

Net Assets

$6,434,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,269	5.7%
Dividends	$193,534	51.7%
Sales of Assets	$158,379	42.3%
Other Income	$1,479	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$379,500	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,434,018
Total Liabilities	$1
Net Assets	$6,434,017

Compensation

Key Employees and Officers	Compensation	Other
Richard A Merwin (Pres./Treas/)	$0	$0
James R Walczak (Asst Sec/Dir)	$0	$0
James E Spoden (Sec/Dir)	$0	$0

990-PF

Filed on Oct. 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$730,382

Expenses

$353,185

Net Income

$377,197

Net Assets

$6,479,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,106	3.3%
Dividends	$196,785	26.9%
Sales of Assets	$532,258	72.9%
Other Income	-$22,767

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$305,513	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,479,822
Total Liabilities	$0
Net Assets	$6,479,822

Compensation

Key Employees and Officers	Compensation	Other
Richard A Merwin (Pres./Treas/)	$0	$0
James R Walczak (Asst Sec/Dir)	$0	$0
James E Spoden (Sec/Dir)	$0	$0

990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$325,041

Expenses

$425,482

Net Income

-$100,441

Net Assets

$6,083,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$268,816	82.7%
Sales of Assets	$85,644	26.3%
Other Income	-$29,419

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$380,500	89.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,083,063
Total Liabilities	$0
Net Assets	$6,083,063

Compensation

Key Employees and Officers	Compensation	Other
Richard A Merwin (Pres./Treas/)	$0	$0
James R Walczak (Asst Sec/Dir)	$0	$0
James E Spoden (Sec/Dir)	$0	$0

990-PF

Filed on Sept. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$177,156

Expenses

$366,395

Net Income

-$189,239

Net Assets

$6,183,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,956	5.1%
Interest Revenue	$0
Dividends	$235,176	> 100%
Sales of Assets	$226,382	> 100%
Other Income	-$293,358

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$324,900	88.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,183,469
Total Liabilities	$0
Net Assets	$6,183,469

Compensation

Key Employees and Officers	Compensation	Other
Richard A Merwin (Pres./Treas/)	$0	$0
James R Walczak (Asst Sec/Dir)	$0	$0
James E Spoden (Sec/Dir)	$0	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$425,064

Expenses

$400,047

Net Income

$25,017

Net Assets

$6,372,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,964	28.5%
Interest Revenue	$0
Dividends	$260,853	61.4%
Sales of Assets	$54,117	12.7%
Other Income	-$10,870

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,000	83.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,372,708
Total Liabilities	$0
Net Assets	$6,372,708

Compensation

Key Employees and Officers	Compensation	Other
Richard A Merwin (Pres./Treas/)	$0	$0
James R Walczak (Asst Sec/Dir)	$0	$0
James E Spoden (Sec/Dir)	$0	$0

990-PF

Filed on March 6, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$816,603

Expenses

$383,658

Net Income

$432,945

Net Assets

$6,347,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,673	1.3%
Interest Revenue	$0
Dividends	$303,760	37.2%
Sales of Assets	$490,141	60.0%
Other Income	$12,029	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$329,000	85.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,347,691
Total Liabilities	$0
Net Assets	$6,347,691

Compensation

Key Employees and Officers	Compensation	Other
Richard A Merwin (Pres./Treas/)	$0	$0
James R Walczak (Asst Sec/Dir)	$0	$0
James E Spoden (Sec/Dir)	$0	$0

990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$572,590

Expenses

$318,611

Net Income

$253,979

Net Assets

$5,871,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$67,659	11.8%
Dividends	$141,102	24.6%
Sales of Assets	$383,790	67.0%
Other Income	-$19,961

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$273,800	85.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,871,120
Total Liabilities	$0
Net Assets	$5,871,120

Compensation

Key Employees and Officers	Compensation	Other
Richard A Merwin (Pres/Treas/Dir)	$0	$0
James R Walczak (Asst Sec/Director)	$0	$0
James E Spoden (Sec/Director)	$0	$0

990-PF

Filed on Aug. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$359,779

Expenses

$254,776

Net Income

$105,003

Net Assets

$5,480,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$76,747	21.3%
Dividends	$127,620	35.5%
Sales of Assets	$174,435	48.5%
Other Income	-$19,023

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,500	83.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,480,729
Total Liabilities	$0
Net Assets	$5,480,729

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$472,845

Expenses

$317,560

Net Income

$155,285

Net Assets

$5,350,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$79,750	16.9%
Dividends	$154,485	32.7%
Sales of Assets	$254,142	53.7%
Other Income	-$15,532

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$275,450	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,350,213
Total Liabilities	$0
Net Assets	$5,350,213

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Merwin Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $391k (2023)

Expenses $434k (2023)

Total Assets $6.25M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$391k (2023)

Expenses

$434k (2023)

Total Assets

$6.25M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001