Idalene B Merrill Trust

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.

Donations to this organization are tax deductible.

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 Sept.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,233
Expenses
$6,301
Net Income
-$2,068
Net Assets
$75,162
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,668
63.0%
Sales of Assets $1,565
37.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,496
71.4%
Compensation of Officers* $1,547
24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $75,162
Total Liabilities $0
Net Assets $75,162
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $1,547 $0

Document Links

Fiscal Year Ending Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,946
Expenses
$6,629
Net Income
-$2,683
Net Assets
$77,268
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,681
67.9%
Sales of Assets $1,265
32.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,930
74.4%
Compensation of Officers* $1,804
27.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $77,268
Total Liabilities $0
Net Assets $77,268
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $1,804 $0

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,877
Expenses
$5,883
Net Income
-$2,006
Net Assets
$79,862
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,649
68.3%
Sales of Assets $1,071
27.6%
Other Income $157
4.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,305
73.2%
Compensation of Officers* $1,746
29.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $79,862
Total Liabilities $0
Net Assets $79,862
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $1,746 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,238
Expenses
$6,161
Net Income
-$4,923
Net Assets
$81,974
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,280
> 100%
Sales of Assets -$1,052
Other Income $10
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,254
69.0%
Compensation of Officers* $1,963
31.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $81,974
Total Liabilities $0
Net Assets $81,974
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $1,963 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,978
Expenses
$6,498
Net Income
$7,480
Net Assets
$86,854
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,211
15.8%
Sales of Assets $11,767
84.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,251
65.4%
Compensation of Officers* $2,037
31.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $86,854
Total Liabilities $0
Net Assets $86,854
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $2,037 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,455
Expenses
$5,874
Net Income
$6,581
Net Assets
$79,364
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,298
18.5%
Sales of Assets $10,048
80.7%
Other Income $109
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,208
71.6%
Compensation of Officers* $1,808
30.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $79,365
Total Liabilities $1
Net Assets $79,364
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank N A (Trustee) $1,808 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,500
Expenses
$6,068
Net Income
-$1,568
Net Assets
$72,829
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,199
48.9%
Sales of Assets $2,301
51.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,500
74.2%
Compensation of Officers* $1,808
29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $72,830
Total Liabilities $1
Net Assets $72,829
Compensation
Key Employees and Officers Compensation Other
Wells Fargo Bank Na (Trustee) $1,808 $0

Document Links

Fiscal Year Ending Sept.
2018

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 Sept.
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 Sept.
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 Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,761
Expenses
$6,580
Net Income
-$3,819
Net Assets
$75,933
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,266
82.1%
Sales of Assets $495
17.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,094
77.4%
Compensation of Officers* $1,961
29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $75,933
Total Liabilities $0
Net Assets $75,933

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,952
Expenses
$6,216
Net Income
-$2,264
Net Assets
$79,917
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,275
57.6%
Sales of Assets $1,677
42.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,519
72.7%
Compensation of Officers* $1,978
31.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $79,917
Total Liabilities $0
Net Assets $79,917

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,470
Expenses
$9,518
Net Income
-$2,048
Net Assets
$81,125
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,394
32.0%
Sales of Assets $5,076
68.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,029
84.4%
Compensation of Officers* $1,935
20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $81,125
Total Liabilities $0
Net Assets $81,125

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,188
Expenses
$2,253
Net Income
$935
Net Assets
$83,051
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,810
88.1%
Sales of Assets $378
11.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,194
53.0%
Compensation of Officers* $1,329
59.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $83,051
Total Liabilities $0
Net Assets $83,051

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,564
Expenses
$5,180
Net Income
$2,384
Net Assets
$82,716
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,834
37.5%
Sales of Assets $4,730
62.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $4,185
80.8%
Compensation of Officers* $1,075
20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $82,716
Total Liabilities $0
Net Assets $82,716

Document Links

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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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