Funder DirectoryThe Merriman Financial Education Foundation
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Private non-operating foundationEIN 461507290Est. 2014-08

The Merriman Financial Education Foundation

Portland, OR 97210

Total Assets

$1.3M

FY 2024

Annual Giving

$50K

FY 2024

Grants Made

1

FY 2024

Avg Grant

$50K

FY 2024

Grant Range

$50K–$50K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$60K

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.

Program 2

$60K

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.

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$105K

Total Expenses

$120K

Qualifying Distributions

$120K

Distributable Amount

$62K

Min. Investment Return

$63K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $63K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

4 grants

Western Washington University
$201K
4 grants

Grant Size Distribution

4 grants

<$10K
$10–50K
2
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Washington
$201K
100% of total

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The Merriman Financial Education Foundation — Grants, Financials & Contact | Grantivo