1. Directory
  2. Vermont
  3. Shelburne
  4. Ann A Mergens Foundation
EIN 27-4113304

Ann A Mergens Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Shelburne
State
Vermont
Year formed
2012
Most recent tax filings
2023-08-01
NTEE code, primary
T20: Private Foundations
Description
The Ann A Mergens Foundation is a private foundation that primarily funds general operating support, for the capital campaign, summer youth programs, Neil Shapiro scholarship fund, farm barn facility & programming, family & youth programs, art from. Grantees include Live Like Jake Foundation and others. The Ann A Mergens Foundation made 12 grants last year.
Total revenues
$102,686
2023
Total expenses
$363,256
2023
Total assets
$6,296,327
2023
Num. employees
0
2023

Program areas at Ann A Mergens Foundation

Not applicable

Grants made by Ann A Mergens Foundation

GranteeGrant descriptionAmount
Live Like Jake FoundationOperations$100,000
Shelburne FarmsOperations$35,000
Stern Center for Language & LearningOperations$25,000
...and 5 more grants made

Personnel at Ann A Mergens Foundation

NameTitleCompensation
Mary Mergens-LoughranPresident$30,000

Financials for Ann A Mergens Foundation

RevenuesFYE 08/2023
Total grants, contributions, etc.$0
Investment income and dividends$105,624
Net rental income$0
Net gain from sale of non-inventory assets$-3,938
Gross sales of inventory$0
Miscellaneous revenues$1,000
Total revenues$102,686

Form 990s for Ann A Mergens Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-082024-01-15990PFView PDF
2022-082023-01-02990PFView PDF
2021-082021-12-23990PFView PDF
2020-082021-06-15990PFView PDF
2019-082020-10-02990PRView PDF
...and 7 more Form 990s
Data update history
June 29, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 20, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 22, 2021
Posted financials
Added Form 990PF for fiscal year 2020
August 18, 2021
Posted financials
Added Form 990R for fiscal year 2019
November 27, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 662
Shelburne, VT 05482
Metro area
Burlington-South Burlington, VT
County
Chittenden County, VT
Phone
(802) 655-6770
IRS details
EIN
27-4113304
Fiscal year end
August
Taxreturn type
Form 990-PF
Year formed
2012
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when Ann A Mergens Foundation has new information, or want to find more organizations like Ann A Mergens Foundation?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2025 Nonprofit Metrics LLC
Terms of Service and Privacy Policy