Julia And Gilbert Merrill Foundation Inc

New York, NY
Tax-exempt since April 1991
EIN: 52-1711329

Receive an email when new data is available for this organization.

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

$184k (2023)

Expenses

$204k (2023)

Total Assets

$3.09M (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

$184,158

Expenses

$204,419

Net Income

-$20,261

Net Assets

$3,087,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,742	13.4%
Dividends	$59,335	32.2%
Sales of Assets	$99,569	54.1%
Other Income	$512	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,400	84.3%
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	$3,087,939
Total Liabilities	$0
Net Assets	$3,087,939

Compensation

Key Employees and Officers	Compensation	Other
Abigail Merrill (President)	$0	$0

990-PF

Filed on May 6, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$269,025

Expenses

$223,077

Net Income

$45,948

Net Assets

$3,108,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,492	7.2%
Dividends	$53,018	19.7%
Sales of Assets	$196,515	73.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,750	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	$3,108,200
Total Liabilities	$0
Net Assets	$3,108,200

Compensation

Key Employees and Officers	Compensation	Other
Abigail Merrill (President)	$0	$0

990-PF

Filed on July 7, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$250,433

Expenses

$213,968

Net Income

$36,465

Net Assets

$3,062,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$26,674	10.7%
Dividends	$51,130	20.4%
Sales of Assets	$172,629	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,878	83.6%
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	$3,062,252
Total Liabilities	$0
Net Assets	$3,062,252

Compensation

Key Employees and Officers	Compensation	Other
Abigail Merrill (President)	$0	$0

990-PF

Filed on Sept. 15, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$188,116

Expenses

$184,128

Net Income

$3,988

Net Assets

$3,025,786

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,425	17.8%
Dividends	$52,576	27.9%
Sales of Assets	$102,115	54.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,500	79.0%
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	$3,025,787
Total Liabilities	$1
Net Assets	$3,025,786

Compensation

Key Employees and Officers	Compensation	Other
Abigail Merrill (President)	$0	$0

990-PF

Filed on June 18, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$432,909

Expenses

$191,933

Net Income

$240,976

Net Assets

$3,021,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,589	7.8%
Dividends	$50,084	11.6%
Sales of Assets	$318,049	73.5%
Other Income	$31,187	7.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,933	81.8%
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	$3,021,799
Total Liabilities	$1
Net Assets	$3,021,798

Compensation

Key Employees and Officers	Compensation	Other
Abigail Merrill (President)	$0	$0

990-PF

Filed on May 1, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$298,362

Expenses

$194,759

Net Income

$103,603

Net Assets

$2,780,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$33,860	11.3%
Dividends	$57,567	19.3%
Sales of Assets	$140,378	47.0%
Other Income	$66,557	22.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,664	83.5%
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	$2,780,823
Total Liabilities	$0
Net Assets	$2,780,823

Compensation

Key Employees and Officers	Compensation	Other
Abigail Merrill (President)	$0	$0

990-PF

Filed on July 1, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$203,796

Expenses

$190,833

Net Income

$12,963

Net Assets

$2,677,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35,196	17.3%
Dividends	$45,342	22.2%
Sales of Assets	$50,265	24.7%
Other Income	$72,993	35.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,716	86.8%
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	$2,677,220
Total Liabilities	$0
Net Assets	$2,677,220

Compensation

Key Employees and Officers	Compensation	Other
Abigail Merrill (President)	$0	$0

990-PF

Filed on May 16, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$201,394

Expenses

$202,033

Net Income

-$639

Net Assets

$2,664,257

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$39,661	19.7%
Dividends	$38,746	19.2%
Sales of Assets	$50,501	25.1%
Other Income	$72,486	36.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,766	89.5%
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	$2,664,257
Total Liabilities	$0
Net Assets	$2,664,257

Compensation

Key Employees and Officers	Compensation	Other
Abigail Merrill (President)	$0	$0

990-PF

Filed on May 25, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$212,261

Expenses

$197,830

Net Income

$14,431

Net Assets

$2,664,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34,209	16.1%
Dividends	$42,139	19.9%
Sales of Assets	$74,260	35.0%
Other Income	$61,653	29.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$175,297	88.6%
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	$2,664,896
Total Liabilities	$0
Net Assets	$2,664,896

Compensation

Key Employees and Officers	Compensation	Other
Abigail Merrill (President)	$0	$0

990-PF

Filed on Aug. 9, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$144,498

Expenses

$186,445

Net Income

-$41,947

Net Assets

$2,650,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,100	2.8%
Interest Revenue	$39,128	27.1%
Dividends	$33,575	23.2%
Sales of Assets	$12,918	8.9%
Other Income	$54,777	37.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,061	89.1%
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	$2,650,465
Total Liabilities	$0
Net Assets	$2,650,465

Compensation

Key Employees and Officers	Compensation	Other
Julia Merrill Dec'd 6114 (President)	$0	$0
Abigail Merrill (Vice President)	$0	$0

990-PF

Filed on June 8, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$152,600

Expenses

$187,661

Net Income

-$35,061

Net Assets

$2,692,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50,554	33.1%
Dividends	$30,063	19.7%
Sales of Assets	$15,917	10.4%
Other Income	$56,066	36.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,713	88.3%
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	$2,692,412
Total Liabilities	$0
Net Assets	$2,692,412

Compensation

Key Employees and Officers	Compensation	Other
Julia Merrill (President)	$0	$0
Abigail Merrill (Vice President)	$0	$0

990-PF

Filed on May 13, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$179,923

Expenses

$201,083

Net Income

-$21,160

Net Assets

$2,727,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,690	39.3%
Sales of Assets	$30,507	17.0%
Other Income	$52,918	29.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,387	87.7%
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	$2,727,473
Total Liabilities	$0
Net Assets	$2,727,473

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$178,428

Expenses

$172,349

Net Income

$6,079

Net Assets

$2,748,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$77,945	43.7%
Dividends	$18,124	10.2%
Sales of Assets	$25,992	14.6%
Other Income	$56,367	31.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,953	82.9%
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	$2,748,633
Total Liabilities	$0
Net Assets	$2,748,633

990-PF

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

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

PDF

PDF (2 of 3) PDF (3 of 3)

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 »

Get the Data

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

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.

Updated June 30, 2025

Julia And Gilbert Merrill Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $184k (2023)

Expenses $204k (2023)

Total Assets $3.09M (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

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

990-PF

Revenue

$184k (2023)

Expenses

$204k (2023)

Total Assets

$3.09M (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.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001

Fiscal Year Ending Dec.
2000