Erwin Bellamy Mcmerty Foundation
Erwin Bellamy Mcmerty Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINNABOW, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 1 grants totaling $205K. Net investment income was $127K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.5M
-2.6% YoY
Annual Giving
$205K
+4.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$205K
+4.3% YoY
Under IRS private-foundation payout rules, Erwin Bellamy Mcmerty Foundation reported a distributable amount of $200K for 2024 — the minimum it must pay out in qualifying distributions.
About Erwin Bellamy Mcmerty Foundation
Based on IRS filings
Erwin Bellamy Mcmerty Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINNABOW, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.5M in total assets. In 2024, it awarded 1 grants totaling $205K. Net investment income was $127K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,513,616 | $3,607,578 | $3,853,828 |
| Revenue | $175,171 | $134,610 | $1,180,116 |
| Expenses | $212,740 | $355,144 | $168,706 |
| Qualifying Distributions | $206,500 | $198,000 | $155,787 |
| Net Investment Income | $126,514 | $131,103 | $1,174,373 |
| Distributable Amount | $200,206 | $217,051 | $198,188 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include See list attached ($205,000).
| Recipient | Purpose | Amount |
|---|---|---|
| See list attached Winnabow, NC | Public charity school and religious | $205,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Sarah B McMerty | DIRECTOR | 1 | — |
| Brian J McMerty | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Erwin Bellamy Mcmerty Foundation?
Erwin Bellamy Mcmerty Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WINNABOW, NC. It holds $3.5M in total assets as of 2024.
How large is Erwin Bellamy Mcmerty Foundation?
As of 2024, Erwin Bellamy Mcmerty Foundation holds $3.5M in total assets with $175K in annual revenue. It awarded 1 grants totaling $205K in 2024.
Where does Erwin Bellamy Mcmerty Foundation operate?
Erwin Bellamy Mcmerty Foundation has awarded grants in North Carolina.
What size grants does Erwin Bellamy Mcmerty Foundation award?
In 2024, Erwin Bellamy Mcmerty Foundation awarded 1 grants totaling $205K — an average of about $205K per grant, based on its IRS Form 990 filings.
How much is Erwin Bellamy Mcmerty Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Erwin Bellamy Mcmerty Foundation reported a distributable amount of $200K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Erwin Bellamy Mcmerty Foundation's EIN?
Erwin Bellamy Mcmerty Foundation's EIN (Employer Identification Number) is 26-3497338. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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