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EIN 46-1507290

The Merriman Financial Education Foundation

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Bainbridge Island
State
Washington
Year formed
2014
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The Merriman Financial Education Foundation is a private foundation in Bainbridge Island, WA, which was founded in 2014 and most recently had $101,334 in revenue and no employees.
Total revenues
$101,334
2022
Total expenses
$142,388
2022
Total assets
$1,188,289
2022
Num. employees
n/a

Program areas at The Merriman Financial Education Foundation

The management and administrative costs incurred to operate The Foundation, directly support, and are necessary to carry out The charitable programs and activities conducted by The Foundation.
The organization gave contributions to western Washington university and wilamette university to help develop and implement instuctional curriculum consisting of investing tips, insights, skills, practices, and knowledge for non-finance major students at these universities.

Personnel at The Merriman Financial Education Foundation

NameTitleCompensation
Paul MerrimanPresident$0

Financials for The Merriman Financial Education Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$87,722
Investment income and dividends$27,341
Net rental income$0
Net gain from sale of non-inventory assets$-53,163
Gross sales of inventory$0
Miscellaneous revenues$39,434
Total revenues$101,334

Form 990s for The Merriman Financial Education Foundation

Fiscal year endingDate received by IRSFormPDF link
2020-122022-04-21990PFView PDF
2020-122021-11-11990PFView PDF
2019-122021-06-10990PFView PDF
2018-122020-02-18990PFView PDF
2017-122019-02-21990PFView PDF
...and 7 more Form 990s
Data update history
February 3, 2023
Posted financials
Added Form 990PF for fiscal year 2020
October 19, 2021
Posted financials
Added Form 990PF for fiscal year 2019
September 24, 2021
Updated personnel
Identified 1 new personnel
May 24, 2020
Posted financials
Added Form 990PF for fiscal year 2018
March 7, 2020
Used new vendors
Identified 2 new vendors, including , and
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
11563 Battle Point Rd Ne
Bainbridge Island, WA 98110
Metro area
Bremerton-Silverdale-Port Orchard, WA
County
Kitsap County, WA
Website URL
paulmerriman.com/the-merriman-financial-education-foundation/ 
Phone
(206) 979-3450
IRS details
EIN
46-1507290
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2014
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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