The Merriman Financial Education
The Merriman Financial Education is a private foundation focused on Education, based in Bainbridge, WA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $50K. Net investment income was $43K.
Key facts about The Merriman Financial Education
In short: The Merriman Financial Education gave $50K across 1 grant in 2025 (avg $50K), mostly in Washington. Source: 2025 IRS Form 990-PF.
- EIN
- 46-1507290
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $50,000
- Grants made (2025)
- 1
- Average grant
- $50,000
- Median grant
- $50,000
- Total assets
- $1,360,677
- Primary geography
- Washington (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.4M
+5.1% YoY
Annual Giving
$50K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$50K
+0.0% YoY
How The Merriman Financial Education gives
- Giving grew 33% from 2022 to 2025. Method
- In 2024 it paid out 192% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $38K (2022) to $63K (2023). In 2025 it made 1 grant totaling $50K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Western Washington Foundation Univ ($50K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 4 grants of 5 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Western Washington Foundation Univ Bellingham, WA | Program Services | $50,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,360,677 | $1,295,068 | $1,270,255 |
| Revenue | $103,574 | $104,962 | $88,531 |
| Expenses | $137,995 | $120,329 | $144,546 |
| Qualifying Distributions | $137,995 | $119,796 | $138,611 |
| Net Investment Income | $42,576 | $33,916 | $30,693 |
| Distributable Amount | — | $62,474 | $60,456 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 17, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 7, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
The Merriman Financial Education is led by Paul Merriman, President & Treasurer on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Paul Merriman
President & Treasurer
On filings since 2020
30 hrs/week
No compensation reported
Paul Heys
Director
On filings since 2020
1 hr/week
No compensation reported
Chris Pedersen
Secretary
New on the 2025 filing
10 hrs/week
No compensation reported
Former officers (1)
- Former: Christen Pedersen (2020–2024) — Secretary
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Merriman Financial Education
How much does The Merriman Financial Education give each year?
The Merriman Financial Education gave $50K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 1 grant.
How large is The Merriman Financial Education?
The Merriman Financial Education reported $1.4M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $104K.
What is The Merriman Financial Education?
The Merriman Financial Education is a private foundation focused on Education, based in Bainbridge, WA. It holds $1.4M in total assets as of 2025.
Where does The Merriman Financial Education operate?
The Merriman Financial Education has awarded grants in Washington.
What is The Merriman Financial Education's EIN?
The Merriman Financial Education's EIN (Employer Identification Number) is 46-1507290. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Merriman Financial Education by hand.
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