Merlin Foundation Inc
Donations deductibleTotal assets
$7m
IRS master file
Directors and trustees
6
7.8 years on average
Chair observed
≥6 yrs
Susan E O'connor
Left since last filing
0
no seats appear to have opened
Activity
T20
Philanthropy, voluntary services and grantmaking
Filings on record
6
latest 2024
Renewal outlook
Watchlist
score 22 of 100
Exempt since
2013
13 years ago
Merlin Foundation Inc's network
6 people2 organisationsi6 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (6). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
6 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Susan E O'Connor Chair | Chairman | 2018 | 8 yrs |
| Amelia J O'Connor | Company secretary | 2018 | 8 yrs |
| Christopher C O'Connor | Director | 2018 | 8 yrs |
| Mathew C O'Connor | Director | 2022 | 4 yrs |
| Philip E O'Connor | Treasurer | 2018 | 8 yrs |
| Roy S O'Connor | Director | 2018 | 8 yrs |
Under 5 years5 to 6 years6 years or more
About
- Legal name
- Merlin Foundation Inc
- EIN
- 461388787
- Address
- 125 Bank St Ste 300, Missoula, MT, 59802-4413
- State
- Montana
- Activity (NTEE)
- T20 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 7 (IRS master file code)
- IRS ruling date
- 1 February 2013
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PF (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsSusan E O'Connor
≥8years on the filingsAmelia J O'Connor
≥8years on the filingsChristopher C O'Connor
≥8years on the filingsPhilip E O'Connor
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $0 | $441k | Deficit $441k |
As filed on the IRS Form 990. US dollars.