Edgar & Kathleen Merkle Fdn

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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
$25,475
Expenses
$25,559
Net Income
-$84
Net Assets
$234,000
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,134
47.6%
Sales of Assets $13,341
52.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,199
86.9%
Compensation of Officers* $4,247
16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $234,000
Total Liabilities $0
Net Assets $234,000
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Co Trustee) $4,247 $0
Phillip K Merkle (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,342
Expenses
$25,503
Net Income
-$12,161
Net Assets
$233,999
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,220
91.6%
Sales of Assets $1,122
8.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,999
86.3%
Compensation of Officers* $3,747
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $233,999
Total Liabilities $0
Net Assets $233,999
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Co Trustee) $3,747 $0
Phillip K Merkle (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,205
Expenses
$25,354
Net Income
-$1,149
Net Assets
$246,340
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,359
55.2%
Sales of Assets $10,846
44.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,077
87.1%
Compensation of Officers* $3,943
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $246,340
Total Liabilities $0
Net Assets $246,340
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Co Trustee) $3,943 $0
Phillip K Merkle (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,195
Expenses
$30,167
Net Income
-$15,972
Net Assets
$248,101
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,796
69.0%
Sales of Assets $4,399
31.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,728
88.6%
Compensation of Officers* $4,320
14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $248,101
Total Liabilities $0
Net Assets $248,101
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Co Trustee) $4,320 $0
Phillip K Merkle (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,275
Expenses
$24,229
Net Income
-$10,954
Net Assets
$264,959
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,972
75.1%
Sales of Assets $3,303
24.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,216
87.6%
Compensation of Officers* $3,539
14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $264,960
Total Liabilities $1
Net Assets $264,959
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Co Trustee) $3,539 $0
E Michael Paturis Esq (Co Trustee) $0 $0
Phillip K Merkle (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,930
Expenses
$35,168
Net Income
-$22,238
Net Assets
$275,803
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,881
99.6%
Sales of Assets $49
0.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,685
90.1%
Compensation of Officers* $3,713
10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $275,803
Total Liabilities $0
Net Assets $275,803

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,818
Expenses
$24,507
Net Income
-$8,689
Net Assets
$291,468
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,518
60.2%
Sales of Assets $5,622
35.5%
Other Income $678
4.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,847
89.1%
Compensation of Officers* $3,555
14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $291,468
Total Liabilities $0
Net Assets $291,468
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Co Trustee) $2,958 $0
E Michael Paturis Esq (Co Trustee) $597 $0
Phillip K Merkle (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,013
Expenses
$15,722
Net Income
-$709
Net Assets
$300,135
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,541
56.9%
Sales of Assets $5,785
38.5%
Other Income $687
4.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,689
87.1%
Compensation of Officers* $3,004
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $300,135
Total Liabilities $0
Net Assets $300,135
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Co Trustee) $3,004 $0
E Michael Paturis Esq (Co Trustee) $0 $0
Phillip K Merkle (Co Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,029
Expenses
$14,595
Net Income
-$4,566
Net Assets
$300,772
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,877
78.5%
Sales of Assets $1,506
15.0%
Other Income $646
6.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,418
85.1%
Compensation of Officers* $2,971
20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $300,772
Total Liabilities $0
Net Assets $300,772

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,717
Expenses
$26,539
Net Income
-$11,822
Net Assets
$305,185
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,413
57.2%
Sales of Assets $6,304
42.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,918
90.1%
Compensation of Officers* $3,238
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $305,185
Total Liabilities $0
Net Assets $305,185

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,173
Expenses
$15,859
Net Income
-$686
Net Assets
$317,203
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,678
63.8%
Sales of Assets $5,495
36.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,977
88.1%
Compensation of Officers* $2,747
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $317,203
Total Liabilities $0
Net Assets $317,203

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

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.

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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.
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  • 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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