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
$60KThe 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
$60KThe 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
Financial Snapshot
2024 filing
Total Revenue
$105K
Total Expenses
$120K
Qualifying Distributions
$120K
Distributable Amount
$62K
Min. Investment Return
$63K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
4 grants
Grant Size Distribution
4 grants
Geographic Focus
1 states
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