Private Foundation

The Merriman Financial Education Foundation

The Merriman Financial Education Foundation is a private foundation categorized as Private Foundation based in Portland, OR. Its most recent IRS filing (2024) reports revenue of $105K, expenses of $120K, total assets of $1.3M. Imperigo tracks 8 reported grants from this foundation totaling approximately $338K.

EIN: 461507290 Portland, OR Latest filing: 2024
Total Revenue$105K
Total Expenses$120K
Total Assets$1.3M
Grants Given8
Grant Total$338K
Filing Years2019–2024

Sample Grants Given

Western Washington University
Bellingham, WA · 2024
Donation to a domestically registered charitable organization.
$50,000
Western Washington University
Bellingham, WA · 2023
Donation to a domestically registered charitable organization.
$62,500
Western Washington University
Bellingham, WA · 2022
Donation to a domestically registered charitable organization.
$37,500
Western Washington University
Bellingham, WA · 2020
Donation to a domestically registered charitable organization.
$51,090
Western Washington University
Bellingham, WA · 2019
Donation to a domestic registered charitable organization.
$50,100

Showing up to 5 of 8 total records — full history available with membership.

Officers & Directors

Secretary Christen Pedersen
Director Paul Heys
President/Treasurer Paul Merriman

Officer compensation and complete director data available with membership.

Top Grant Purposes

Donation to a domestically registered charitable organization.
$201,090 4 grants
Donation to a domestic registered charitable organization.
$96,100 2 grants
Donation
$40,615 2 grants

Financial Trends

Year Revenue Expenses Assets
2024 $105K $120K $1.3M
2023 $89K $145K $1.3M
2022 $101K $142K $1.2M
2020 $127K $121K $1.1M
2019 $125K $128K $1.0M

Between 2019 and 2024, reported annual revenue declined from $125K to $105K (-16%), with total assets most recently reported at $1.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in WA.

WA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for The Merriman Financial Education Foundation

Complete financials, all 8 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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