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MERWIN FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MERWIN FOUNDATION INC (EIN 62-1785447)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-28
IRS object ID
201413019349100311
Schema version
2013v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-10-28T14:52:21-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN272939013PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OK Jahrling CPABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 3592AddressLine1
CityBrentwoodCity
StateTNState
ZIP Code370243592ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN621785447EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Merwin Foundation Inc CO Fell MerwinBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMERWBusinessNameControlTxt
Phone6152982001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 Hunters LaneAddressLine1
CityHendersonvilleCity
StateTNState
ZIP Code37075ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLisa MerwinPersonNm
Person TitleBOARD MEMBERPersonTitleTxt
Phone6152982001PhoneNum
Signature2014-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKarl JahrlingPreparerPersonNm
PTINP00082319PTIN
Phone6154172167PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,736FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$776DividendsRevAndExpnssAmt
Dividends Net Invst Incm$776DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,314NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,604GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,314CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,090TotalRevAndExpnssAmt
Total Net Invst Incm$3,090TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$150TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$90ExcessRevenueOverExpensesAmt
Net Investment Income$3,090NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,165CashBOYAmt
Cash EOY$3,164CashEOYAmt
Cash EOYFMV$3,164CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,658SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,038SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,038SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$18,774CorporateStockBOYAmt
Corporate Stock EOY$15,485CorporateStockEOYAmt
Corporate Stock EOYFMV$32,534CorporateStockEOYFMVAmt
Total Assets BOY$22,597TotalAssetsBOYAmt
Total Assets EOY$22,687TotalAssetsEOYAmt
Total Assets EOYFMV$39,736TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$22,597RetainedEarningBOYAmt
Retained Earning EOY$22,687RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,597TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,687TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,597TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,687TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,597TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$90ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$22,687SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,687TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property250 shs ABB LtdPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2009-03-12AcquiredDt
Sold2013-05-22SoldDt
Gross Sales Price$5,604GrossSalesPriceAmt
Cost Or Other Basis$3,290CostOrOtherBasisAmt
Gain Or Loss$2,314GainOrLossAmt
Gains Minus Excess Or Losses$2,314GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,314CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$22,255NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.089867DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$27,494NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036372DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,600AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$29,708NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.087519DistributionYr3Rt
Adjusted Qlfy Distri Yr4$9,984AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$25,886NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.385691DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,923AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$35,952NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.136933DistributionYr5Rt
Total Distribution0.736382TotalDistributionRt
Average Distribution0.147276AverageDistributionRt
Net Vl Noncharitable Assets$34,639NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,101AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$31NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,132AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$62InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$62SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$50AppliedToEsTaxAmt
Total Payments And Credits$50TotalPaymentsAndCreditsAmt
Tax Due$12TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLisa MerwinIndividualWithBooksNm
Phone6152266200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1150 Hunters LaneAddressLine1
CityHendersonvilleCity
StateTNState
ZIP Code37075ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Timothy L Takas
150 HUNTER LANEHendersonvilleTN37075Board member0.00$0$0$0
D Fell Merwin
150 HUNTER LANEHendersonvilleTN37075Board member0.00$0$0$0
Lisa Merwin
150 HUNTER LANEHendersonvilleTN37075Board member0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$30,653AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,514AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,167TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$35,167AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$528CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,639NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,732MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,732MinimumInvestmentReturnAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Total Tax$62TotalTaxAmt
Distributable Before Adj$1,670DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,670DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,670DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,850QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,670DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,129ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$8,722ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,119ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$892ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,862TotalExcessDistributionCyovAmt
Qualifying Distributions$2,850QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,670AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,180RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,042TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,129ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$11,913ExcessDistriCyovToNextYrAmt
Excess From Year4$8,722ExcessFromYear4Amt
Excess From Year3$1,119ExcessFromYear3Amt
Excess From Year1$892ExcessFromYear1Amt
Excess From Current Year$1,180ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Sumner Academy
464 Nichols LaneGallatinTN37066NonePrivate schoolFoster art and literture$1,250
Gallatin High School
700 Dan P Herron DrGallatinTN37066NonePublic schoolSchool art department art show$300
TW Hunter Middle School
2101 New Hope RoadHendersonvilleTN37075NonePublic schoolPrize for art department school show$300
Children Are People
117 E Wincheser StreetGallatinTN37066None501(c)3Contribution$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,850TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$776ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,314ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,090ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,090TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccountingCategoryTxt
Amt$150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockStocksStockNm
EOY Book Value$15,485EOYBookValueAmt
EOYFMV$32,534EOYFMVAmt

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