Merlin Foundation Inc
- Assets
- $7.2m
- Revenue
- $63.7k
- Investments
- $6.8m
- Employees
- 0
- Location
- Missoula, MT
- Founding
- 02/2013
- Data as of
- 12/2023
- EIN
- 46-1388787
Organization Overview
Merlin Foundation Inc is located in Missoula, MT. The organization was established in 2013. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Merlin Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Merlin Foundation Inc generated $63.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (9.6%) each year. All expenses for the organization totaled $436.4k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Merlin Foundation Inc has awarded 225 individual grants totaling $1,205,100. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan E O'connor Chairman | 5 | $0 | |
Roy S O'connor Director | 0.5 | $0 | |
Christopher C O'connor Director | 0.5 | $0 | |
Mathew C O'connor Director | 0.5 | $0 | |
Philip E O'connor Treasurer | 0.5 | $0 | |
Amelia J O'connor Secretary | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $10,334 |
| Dividends & Interest | $138,767 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$85,435 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $63,666 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $23,107 |
| Taxes | $2,602 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $72,703 |
| Total operating and administrative expenses | $100,407 |
| Contributions, gifts, grants paid | $336,000 |
| Total expenses and disbursements | $436,407 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $76,986 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,715,876 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $320,000 |
| Total assets | $7,161,617 |
| Accounts payable and accrued expenses | $1,000 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,000 |
Grants Awarded
Over the last fiscal year, Merlin Foundation Inc has awarded $336,000 in support to 47 organizations.
| Grant Recipient | Amount |
|---|---|
BLACKFOOT CHALLENGE PURPOSE: SUPPORT CONSERVATION AND EDUCATION IN THE BLACKFOOT VALLEY | $5,000 |
CLIMATE SMART PURPOSE: SUPPORT TO BUILD NETWORKS TO FOSTER A RESILIENT COMMUNITY. | $5,000 |
COMMUNITY FOOD AGRICULTURE C PURPOSE: SUPPORT FOR BUILDING A HEALTHY LOCAL COMMUNITY BY PROTECTING FARMLAND AND EDUCATING NEW FARMERS | $5,000 |
THE FRIENDSHIP CENTER PURPOSE: PROVIDE A SAFE PLACE FOR VICTIMS OF DOMESTIC VIOLENCE AND ASSUALT. | $5,000 |
FAMILIES FIRST LEARNING LAB PURPOSE: SUPPORT FAMILIES IN THE COMMUNITY THROUGH EDUCATION AND PLAY | $10,000 |
EXPLORATION WORKS PURPOSE: SUPPORT MONTANA CHILDREN WITH HANDS ON EXPERIENCE FOR STEM KNOWLEDGE | $5,000 |