MERWIN FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MERWIN FOUNDATION INC (EIN 62-1785447)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-07-17
IRS object ID: 202311989349100706
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-07-17T09:36:35-04:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	450491842	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BLANKENSHIP CPA GROUP PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	700 CHURCH ST STE 100	AddressLine1Txt
City	NASHVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37203	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	621785447	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MERWIN FOUNDATION INC	BusinessNameLine1Txt
Business Name Line2	C/O FELL MERWIN	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MERW	BusinessNameControlTxt
Phone	6155298200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	150 HUNTERS LANE	AddressLine1Txt
City	HENDERSONVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37075	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FELL MERWIN	PersonNm
Person Title	BOARD MEMBER	PersonTitleTxt
Phone	6155298200	PhoneNum
Signature	2023-03-18	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	FELL	PersonFirstNm
Person Last	MERWIN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH D PROCTOR CPA	PreparerPersonNm
PTIN	P01073239	PTIN
Phone	6159929222	PhoneNum
Preparation	2023-05-08	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$80,818	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$107	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$107	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$107	InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$1,347	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$17,783	GrossSalesPriceAmt
Total Rev And Expnss	-$1,240	TotalRevAndExpnssAmt
Total Net Invst Incm	$107	TotalNetInvstIncmAmt
Total Adj Net Incm	$107	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$530	AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$530	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,530	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$5,770	ExcessRevenueOverExpensesAmt
Net Investment Income	$107	NetInvestmentIncomeAmt
Adjusted Net Income	$107	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$97,145	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$73,178	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$73,178	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$9,093	CorporateStockBOYAmt
Corporate Stock EOY	$27,290	CorporateStockEOYAmt
Corporate Stock EOYFMV	$7,640	CorporateStockEOYFMVAmt
Total Assets BOY	$106,238	TotalAssetsBOYAmt
Total Assets EOY	$100,468	TotalAssetsEOYAmt
Total Assets EOYFMV	$80,818	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$106,238	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$100,468	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$106,238	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$100,468	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$106,238	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$100,468	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$106,238	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$5,770	ExcessRevenueOverExpensesAmt
Subtotal	$100,468	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$100,468	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1	InvestmentIncomeExciseTaxAmt
Subtotal	$1	SubtotalAmt
Tax Based On Investment Income	$1	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$1	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$1	TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	FELL MERWIN	IndividualWithBooksNm
Phone	6155298200	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	150 HUNTER LANE	AddressLine1Txt
City	HENDERSONVILLE	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37075	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
FELL MERWIN
150 HUNTER LANE	HENDERSONVILLE	TN	37075	BOARD MEMBER	000.00	$0	$0	$0
TIMOTHY TAKAS
201 WALTON FERRY RD	HENDERSONVILLE	TN	37075	BOARD MEMBER	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$21,604	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$70,424	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$92,028	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$92,028	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,380	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$90,648	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$4,532	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$4,532	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1	TotalTaxAmt
Distributable Before Adj	$4,531	DistributableBeforeAdjAmt
Distributable Before Ded	$4,531	DistributableBeforeDedAmt
Distributable As Adjusted	$4,531	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,000	ExpensesAndContributionsAmt
Qualifying Distributions	$4,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$4,531	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$4,491	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,376	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$503	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$453	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$6,823	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,000	QualifyingDistributionsAmt
Applied To Current Year	$4,000	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$531	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$531	ExcessDistributionCyovAppCYAmt
Total Corpus	$6,292	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$3,960	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,332	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,376	ExcessFromYear4Amt
Excess From Year2	$503	ExcessFromYear2Amt
Excess From Year1	$453	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CHILDREN ARE PEOPLE
117 E WINCHESTER ST	GALLATIN	TN	37066	NONE	501(C)3	CONTRIBUTION	$1,500
HISTORIC ROCK CASTLE
139 ROCK CASTLE LANE	HENDERSONVILLE	TN	37075	NONE	501(C)(3)	CONTRIBUTION	$1,500
MONTHAVEN ARTS & CULTURAL CENTER
1017 ANTEBELLUM CIRCLE	HENDERSONVILLE	TN	37075	NONE	501(C)(3)	CONTRIBUTION	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$107	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$1,347	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$107	ExclusionAmt
Related Or Exempt Function Incm	-$1,347	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$1,240	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$530	Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	AMAZON	AssetDesc
Acquired	2022-02	AcquiredDt
How Acquired	PURCHASE	HowAcquiredTxt
Sold	2022-08	SoldDt
Gross Sales Price	$17,783	GrossSalesPriceAmt
Basis	$19,130	BasisAmt
Total Net	-$1,347	TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	STOCKS	StockNm
EOY Book Value	$27,290	EOYBookValueAmt
EOYFMV	$7,640	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
BANK FEES

MERWIN FOUNDATION INC: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

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