Charles B Merwin Fund is a 501(c)(3) organization based in Middlefield, Connecticut, registered in 2014, with $16,200 in FY2024 revenue. CharityIndex grades it C+.
Revenue (FY2024)
$16K
▲ 60.8% vs prior year
Education median: $200K
Expenses (FY2024)
$6,518
Net assets
$261K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Charles B Merwin Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Charles B Merwin Fund: 480 mo reserves · +60% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Charles B Merwin Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Charles B Merwin Fund: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $14K (FY2015) to $16K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
59.8%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$261K
Total liabilities
$0
Net assets
$261K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $16,200▲60.8% | $6,518▼76.2% | $260,607▲5.1% | $260,607▲5.1% | 990PF |
| 2023 | $10,075▼16.2% | $27,362▲103% | $247,861▲4.7% | $247,861▲4.7% | 990PF |
| 2022 | $12,017▼30.5% | $13,498▲1.8% | $236,684▼19.2% | $236,684▼19.2% | 990PF |
| 2021 | $17,280▼12.1% | $13,255▲35.3% | $292,830▲9.3% | $292,830▲9.3% | 990PF |
| 2020 | $19,658▲37.1% | $9,796▼8.7% | $268,028▲5.1% | $268,028▲5.1% | 990PF |
| 2019 | $14,334▼35.3% | $10,726▼18.0% | $255,052▲15.0% | $255,052▲15.0% | 990PF |
| 2018 | $22,148▲53.7% | $13,082▲196% | $221,864▼13.7% | $221,864▼13.7% | 990PF |
| 2017 | $14,409▲56.9% | $4,413▼79.1% | $257,038▲11.4% | $257,038▲11.4% | 990PF |
| 2016 | $9,186▼35.1% | $21,107▲47.0% | $230,817▼0.9% | $230,817▼0.9% | 990PF |
| 2015 | $14,147 | $14,362 | $232,807 | $232,807 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Charles B Merwin Fund (EIN 06-6034795) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.