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Merriman Financial Education Foundation is a private corporation based in PORTLAND, OR. The foundation received its IRS ruling in 2014. It holds total assets of $1.3M. Annual income is reported at $105K. Total assets have grown from $1M in 2012 to $1.3M in 2023. The foundation is governed by 3 officers and trustees. 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. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Merriman Financial Education Foundation has made 2 grants totaling $89K, with a median grant of $44K. Annual giving has decreased from $51K in 2020 to $38K in 2022. Individual grants have ranged from $38K to $51K, with an average award of $44K. Grant recipients are concentrated in Washington. Contributions to this foundation are tax-deductible.
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.
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. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in WA.
Merriman Financial Education Foundation has distributed a total of $89K across 2 grants. The median grant size is $44K, with an average of $44K. Individual grants have ranged from $38K to $51K.
Merriman Financial Education Foundation typically selects its grantees rather than accepting unsolicited proposals.
Merriman Financial Education Foundation is headquartered in PORTLAND, OR.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Paul Merriman | President/Treasurer | $0 | $0 | $0 |
| Christen Pedersen | Secretary | $0 | $0 | $0 |
| Paul Heys | Director | $0 | $0 | $0 |
Total Giving
$145K
Total Assets
$1.3M
Fair Market Value
$1.3M
Net Worth
$1.3M
Grants Paid
$63K
Contributions
$46K
Net Investment Income
$31K
Distribution Amount
$60K
Total: $1.2M
Total Grants
2
Total Giving
$89K
Average Grant
$44K
Median Grant
$44K
Unique Recipients
1
Most Common Grant
$38K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Western Washington UniversityDonation to a domestically registered charitable organization. | Bellingham, WA | $38K | 2022 |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
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