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Frederick Foundation

  • Bend, OR
  • Tax-exempt since Nov. 2014
  • EIN: 47-1097433

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$455k (2024)

Expenses
$339k (2024)

Total Assets
$1.14M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2014 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$454,853
Expenses
$339,078
Net Income
$115,775
Net Assets
$1,139,847
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $142,863
31.4%
Interest Revenue $0
Dividends $51,311
11.3%
Sales of Assets $260,679
57.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $290,000
85.5%
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 $1,139,847
Total Liabilities $0
Net Assets $1,139,847
Compensation
Key Employees and Officers Compensation Other
Charlotte H Merritt (President) $0 $0
Richard R Merritt (Vice President) $0 $0
Stephanie Abel Merritt (Secretary) $0 $0

Document Links

990-PF
Filed on May 15, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$242,755
Expenses
$243,446
Net Income
-$691
Net Assets
$1,024,072
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
41.2%
Interest Revenue $0
Dividends $42,988
17.7%
Sales of Assets $99,767
41.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,000
73.9%
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 $1,024,072
Total Liabilities $0
Net Assets $1,024,072
Compensation
Key Employees and Officers Compensation Other
Charlotte H Merritt (President) $0 $0
Richard R Merritt (Vice President) $0 $0
Stephanie Abel Merritt (Secretary) $0 $0

Document Links

990-PF
Filed on Oct. 4, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,750
Expenses
$210,315
Net Income
-$136,565
Net Assets
$1,024,763
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,776
62.1%
Sales of Assets $27,974
37.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,000
80.8%
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 $1,024,763
Total Liabilities $0
Net Assets $1,024,763
Compensation
Key Employees and Officers Compensation Other
Charlotte H Merritt (President) $0 $0
Richard R Merritt (Vice President) $0 $0
Stephanie Abel Merritt (Secretary) $0 $0

Document Links

990-PF
Filed on March 30, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$502,757
Expenses
$221,028
Net Income
$281,729
Net Assets
$1,161,328
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $397,761
79.1%
Interest Revenue $0
Dividends $51,774
10.3%
Sales of Assets $53,222
10.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $190,000
86.0%
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 $1,161,328
Total Liabilities $0
Net Assets $1,161,328
Compensation
Key Employees and Officers Compensation Other
Charlotte H Merritt (President) $0 $0
Richard R Merritt (Vice President) $0 $0
Stephanie Abel Merritt (Secretary) $0 $0

Document Links

990-PF
Filed on March 19, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$127,448
Expenses
$145,715
Net Income
-$18,267
Net Assets
$879,598
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,202
78.6%
Interest Revenue $0
Dividends $34,417
27.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $120,000
82.4%
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 $879,599
Total Liabilities $1
Net Assets $879,598
Compensation
Key Employees and Officers Compensation Other
Charlotte H Merritt (President) $0 $0
Richard R Merritt (Vice President) $0 $0
Stephanie Abel Merritt (Secretary) $0 $0

Document Links

990-PF
Filed on April 9, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,075
Expenses
$88,902
Net Income
-$57,827
Net Assets
$897,865
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $32,336
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,000
74.2%
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 $897,866
Total Liabilities $1
Net Assets $897,865
Compensation
Key Employees and Officers Compensation Other
Charlotte H Merritt (President) $0 $0
Richard R Merritt (Vice President) $0 $0
Stephanie Abel Merritt (Secretary) $0 $0

Document Links

990-PF
Filed on March 14, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$277,354
Expenses
$71,854
Net Income
$205,500
Net Assets
$955,693
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $236,912
85.4%
Interest Revenue $20
0.0%
Dividends $40,662
14.7%
Sales of Assets -$240
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
69.6%
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 $955,693
Total Liabilities $0
Net Assets $955,693
Compensation
Key Employees and Officers Compensation Other
Charlotte H Merritt (President) $0 $0
Richard R Merritt (Vice President) $0 $0
Stephanie Abel Merritt (Secretary) $0 $0

Document Links

990-PF
Filed on April 17, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$43,923
Expenses
$119,414
Net Income
-$75,491
Net Assets
$750,193
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $22
0.1%
Dividends $23,188
52.8%
Sales of Assets $20,713
47.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,673
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 $750,193
Total Liabilities $0
Net Assets $750,193
Compensation
Key Employees and Officers Compensation Other
Charlotte H Merritt (President) $0 $0
Richard R Merritt (Vice President) $0 $0
Stephanie Abel Merritt (Secretary) $0 $0

Document Links

990-PF
Filed on May 14, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,186
Expenses
$25,675
Net Income
-$12,489
Net Assets
$825,684
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,004
> 100%
Sales of Assets -$9,819
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $951
3.7%
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 $825,684
Total Liabilities $0
Net Assets $825,684
Compensation
Key Employees and Officers Compensation Other
Charlotte H Merritt (President) $0 $0
Richard R Merritt (Vice President) $0 $0
Stephanie Abel Merritt (Secretary) $0 $0

Document Links

990-PF
Filed on May 15, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$844,337
Expenses
$81,563
Net Income
$762,774
Net Assets
$838,173
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6
0.0%
Dividends $31,367
3.7%
Sales of Assets $812,930
96.3%
Other Income $34
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,277
76.4%
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 $838,173
Total Liabilities $0
Net Assets $838,173
Compensation
Key Employees and Officers Compensation Other
Charlotte H Merritt (President) $0 $0
Richard R Merritt (Vice President) $0 $0
Stephanie Abel Merritt (Secretary) $0 $0

Document Links

990-PF
Filed on Aug. 12, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,054,127
Expenses
$0
Net Income
$1,054,127
Net Assets
$1,005,176
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $999,182
94.8%
Interest Revenue $0
Dividends $6,024
0.6%
Sales of Assets $48,921
4.6%
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 $1,005,176
Total Liabilities $0
Net Assets $1,005,176

Document Links

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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