Ann A Mergens Foundation Inc

Shelburne, VT
Tax-exempt since Feb. 2012
EIN: 27-4113304

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$513k (2025)

Expenses

$466k (2025)

Total Assets

$6.21M (2025)

Total Liabilities

$28.9k (2025)

Source: Form 990 tax filings from 2012 to 2025

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 Aug.
2025

Revenue

$512,728

Expenses

$466,424

Net Income

$46,304

Net Assets

$6,184,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44	0.0%
Dividends	$122,244	23.8%
Sales of Assets	$390,440	76.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$429,687	92.1%
Compensation of Officers*	$30,000	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,213,154
Total Liabilities	$28,890
Net Assets	$6,184,264

Compensation

Key Employees and Officers	Compensation	Other
Mary Mergens Loughran (President/Treas. & Exec. Director)	$30,000	$0
Paul G Mergens (Vice President)	$0	$0
William H Wiltshire (Secretary)	$0	$0

990-PF

Filed on Jan. 15, 2026

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$235,973

Expenses

$394,340

Net Income

-$158,367

Net Assets

$6,137,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$122	0.1%
Dividends	$117,660	49.9%
Sales of Assets	$115,347	48.9%
Other Income	$2,844	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$365,607	92.7%
Compensation of Officers*	$30,000	7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,137,960
Total Liabilities	$0
Net Assets	$6,137,960

Compensation

Key Employees and Officers	Compensation	Other
Mary Mergens Loughran (President/Treas. & Exec. Director)	$30,000	$0
Paul G Mergens (Vice President)	$0	$0
William H Wiltshire (Secretary)	$0	$0

990-PF

Filed on Dec. 20, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$102,686

Expenses

$363,256

Net Income

-$260,570

Net Assets

$6,296,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$549	0.5%
Dividends	$105,075	> 100%
Sales of Assets	-$3,938
Other Income	$1,000	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$334,086	92.0%
Compensation of Officers*	$30,000	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,296,327
Total Liabilities	$0
Net Assets	$6,296,327

Compensation

Key Employees and Officers	Compensation	Other
Mary Mergens Loughran (President/Treas. & Exec. Director)	$30,000	$0
Paul G Mergens (Vice President)	$0	$0
William H Wiltshire (Secretary)	$0	$0

990-PF

Filed on Jan. 15, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$393,100

Expenses

$401,920

Net Income

-$8,820

Net Assets

$6,556,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$140	0.0%
Dividends	$103,241	26.3%
Sales of Assets	$289,719	73.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$361,039	89.8%
Compensation of Officers*	$30,000	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,556,897
Total Liabilities	$0
Net Assets	$6,556,897

Compensation

Key Employees and Officers	Compensation	Other
Mary Mergens Loughran (Chair & Exec. Director)	$30,000	$0
Paul G Mergens (Vice President)	$0	$0
William H Wiltshire (Secretary)	$0	$0

990-PF

Filed on Jan. 2, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$563,450

Expenses

$454,973

Net Income

$108,477

Net Assets

$6,565,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$95	0.0%
Dividends	$83,263	14.8%
Sales of Assets	$479,763	85.1%
Other Income	$329	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,332	91.9%
Compensation of Officers*	$30,000	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,565,717
Total Liabilities	$0
Net Assets	$6,565,717

Compensation

Key Employees and Officers	Compensation	Other
Mary Mergens Loughran (President/Treasurer, Exec. Director)	$30,000	$0
Paul G Mergens (Vice President)	$0	$0
William H Wiltshire (Secretary)	$0	$0

990-PF

Filed on Dec. 23, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$249,930

Expenses

$364,520

Net Income

-$114,590

Net Assets

$6,457,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,465	0.6%
Dividends	$102,893	41.2%
Sales of Assets	$145,572	58.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$322,084	88.4%
Compensation of Officers*	$20,000	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,457,240
Total Liabilities	$1
Net Assets	$6,457,239

Compensation

Key Employees and Officers	Compensation	Other
Mary Mergens Loughran (President/Treasurer, Exec. Director)	$20,000	$0
Paul G Mergens (Vice President)	$0	$0
William H Wiltshire (Secretary)	$0	$0

990-PF

Filed on Jan. 5, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$328,641

Expenses

$370,367

Net Income

-$41,726

Net Assets

$6,571,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,698	3.6%
Dividends	$118,663	36.1%
Sales of Assets	$198,280	60.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$339,036	91.5%
Compensation of Officers*	$20,942	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,571,830
Total Liabilities	$1
Net Assets	$6,571,829

Compensation

Key Employees and Officers	Compensation	Other
Mary Mergens Loughran (President/Treasurer, Exec. Director)	$20,942	$0
Paul G Mergens (Vice President)	$0	$0
William H Wiltshire (Secretary)	$0	$0

990-PF

Filed on Jan. 6, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$288,477

Expenses

$441,721

Net Income

-$153,244

Net Assets

$6,613,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27,574	9.6%
Dividends	$82,791	28.7%
Sales of Assets	$178,112	61.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$423,517	95.9%
Compensation of Officers*	$23,384	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,613,555
Total Liabilities	$0
Net Assets	$6,613,555

Compensation

Key Employees and Officers	Compensation	Other
Mary Mergens Loughran (President/Treasurer,)	$23,384	$0
Paul G Mergens (Vice President)	$0	$0
William H Wiltshire (Secretary)	$0	$0

990-PF

Filed on Jan. 2, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2017

Revenue

$186,996

Expenses

$385,858

Net Income

-$198,862

Net Assets

$6,766,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,667	7.8%
Interest Revenue	$14,073	7.5%
Dividends	$66,782	35.7%
Sales of Assets	$91,474	48.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$377,549	97.8%
Compensation of Officers*	$4,663	1.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,766,799
Total Liabilities	$0
Net Assets	$6,766,799

Compensation

Key Employees and Officers	Compensation	Other
Mary Mergens Loughran (President/Treasurer,)	$4,663	$0
Paul G Mergens (Vice President)	$0	$0
William H Wiltshire (Secretary)	$0	$0

990-PF

Filed on Dec. 13, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2016

Revenue

$6,256,607

Expenses

$274,616

Net Income

$5,981,991

Net Assets

$6,965,661

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,202,326	99.1%
Interest Revenue	$6,969	0.1%
Dividends	$49,086	0.8%
Sales of Assets	-$1,774
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$261,000	95.0%
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	$6,965,664
Total Liabilities	$3
Net Assets	$6,965,661

Compensation

Key Employees and Officers	Compensation	Other
Mary Mergens Loughran (President & Treasurer)	$0	$0
Paul G Mergens (Vice President/Secretary)	$0	$0

990-PF

Filed on Jan. 12, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2015

Revenue

$61,480

Expenses

$58,733

Net Income

$2,747

Net Assets

$983,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51	0.1%
Dividends	$28,501	46.4%
Sales of Assets	$32,722	53.2%
Other Income	$206	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,000	88.5%
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	$983,670
Total Liabilities	$0
Net Assets	$983,670

Compensation

Key Employees and Officers	Compensation	Other
Mary Mergens Loughran (President & Treasurer)	$0	$0
Paul G Mergens (Vice President/Secretary)	$0	$0
Ann A Mergens 09114 121614 (Secretary)	$0	$0

990-PF

Filed on Dec. 4, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2014

Revenue

$36,231

Expenses

$55,977

Net Income

-$19,746

Net Assets

$980,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$26,912	74.3%
Sales of Assets	$9,301	25.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	89.3%
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	$980,903
Total Liabilities	$0
Net Assets	$980,903

990-PF

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

PDF

Fiscal Year Ending Aug.
2013

Revenue

$52,070

Expenses

$56,930

Net Income

-$4,860

Net Assets

$1,000,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48	0.1%
Dividends	$41,066	78.9%
Sales of Assets	$10,956	21.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	87.8%
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	$1,000,649
Total Liabilities	$0
Net Assets	$1,000,649

990-PF

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

PDF

Fiscal Year Ending Aug.
2012

Revenue

$1,011,995

Expenses

$6,397

Net Income

$1,005,598

Net Assets

$1,005,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,005,000	99.3%
Interest Revenue	$33	0.0%
Dividends	$10,933	1.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$1,005,598
Total Liabilities	$0
Net Assets	$1,005,598

990-PF

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated March 23, 2026

Ann A Mergens Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $513k (2025)

Expenses $466k (2025)

Total Assets $6.21M (2025)

Total Liabilities $28.9k (2025)

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$513k (2025)

Expenses

$466k (2025)

Total Assets

$6.21M (2025)

Total Liabilities

$28.9k (2025)

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012