Private Foundation · OR
Merriman Financial Education Foundation
Portland, OR · EIN 461507290 · Website ↗ · 990s on ProPublica ↗
Assets
$1.3M
Total Giving
$151K
Grants on File
3
Average Grant
$50K
Giving Radius
Where Merriman Financial Education Foundation Has Given
Section I
How to Apply
No application guidelines on file — check the foundation's website directly.
On Unsolicited Proposals no
Section IV
Recent Grants
| Recipient | Amount | Year |
|---|---|---|
| Bellingham, WA | $51K | 2020 |
| Bellingham, WA | $38K | 2022 |
| Bellingham, WA | $62K | 2023 |
3 grants total
Section V
Board of Directors
- Paul Merriman President/Treasurer
- Christen Pedersen Secretary
- Paul Heys Director
- Paul Merriman President/Treasurer
- Christen Pedersen Secretary
- Paul Heys Director
- Paul Merriman President/Treasurer
- Christen Pedersen Secretary
- Paul Heys Director
Section VI
Filing History
Year-by-year financial summary from IRS 990-PF filings. Total assets and qualifying distributions show the foundation's growth and giving trajectory.
| Year | Total Assets | Qualifying Distributions | Total Revenue | Total Expenses |
|---|---|---|---|---|
| 2023 | $1.3M | $60K | $89K | $145K |
| 2022 | $1.2M | $57K | $101K | $142K |
| 2020 | $1.1M | $53K | $127K | $121K |
| 2019 | $1.0M | $53K | $125K | $128K |
| 2015 | $982K | — | $89K | $93K |
| 2014 | $985K | — | $127K | $93K |
| 2013 | $11K | — | $21K | $66K |
| 2012 | $1.0M | $49K | $1.0M | $3K |
Section VII
Foundations Like This One
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