Civic Intelligence

Erwin Bellamy Mcmerty Foundation

EIN 26-3497338 • Winnabow, NC

3048 River Rd SEWinnabow, NC 28479
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T • $1M-$5M nonprofits • Source year 2024

Net Margin

28th percentile

-21%

Higher net margin than 28% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-2.6%

Faster asset growth than 27% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

30%

Faster revenue growth than 52% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$3,513,616

Down $93,962 (-2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,513,616

Down $93,962 (-2.6%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin28th percentile

Revenue

Up

$175,171

Up $40,561 (+30%) from 2023

Expenses

Down

$212,740

Down $142,404 (-40%) from 2023

Net Income

Up

-$37,569

Up $182,965 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,572,956Liabilities 2011: $0Net Assets 2011: $2,572,9562011Assets 2013: $2,829,735Liabilities 2013: $9,566Net Assets 2013: $2,820,1692013Assets 2014: $2,781,216Liabilities 2014: $2,297Net Assets 2014: $2,778,9192014Assets 2015: $2,805,928Liabilities 2015: $1,124Net Assets 2015: $2,804,8042015Assets 2016: $2,782,655Liabilities 2016: $3,014Net Assets 2016: $2,779,6412016Assets 2017: $2,711,935Liabilities 2017: $1,162Net Assets 2017: $2,710,7732017Assets 2018: $2,584,896Liabilities 2018: $868Net Assets 2018: $2,584,0282018Assets 2019: $2,716,221Liabilities 2019: $3,137Net Assets 2019: $2,713,0842019Assets 2020: $2,624,481Liabilities 2020: $1,025Net Assets 2020: $2,623,4562020Assets 2021: $2,883,168Liabilities 2021: $0Net Assets 2021: $2,883,1682021Assets 2022: $3,853,828Liabilities 2022: $0Net Assets 2022: $3,853,8282022Assets 2023: $3,607,578Liabilities 2023: $0Net Assets 2023: $3,607,5782023Assets 2024: $3,513,616Liabilities 2024: $0Net Assets 2024: $3,513,6162024

Highlighted filing

2024

Assets$3,513,616
Liabilities$0
Net Assets$3,513,616
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2011: $138,4212011Revenue 2013: $481,205Expenses 2013: $193,254Net Income 2013: $287,9512013Revenue 2014: $117,229Expenses 2014: $158,479Net Income 2014: -$41,2502014Revenue 2015: $168,021Expenses 2015: $142,136Net Income 2015: $25,8852015Revenue 2016: $152,937Expenses 2016: $178,100Net Income 2016: -$25,1632016Revenue 2017: $118,491Expenses 2017: $187,359Net Income 2017: -$68,8682017Revenue 2018: $109,058Expenses 2018: $235,803Net Income 2018: -$126,7452018Revenue 2019: $288,672Expenses 2019: $159,616Net Income 2019: $129,0562019Revenue 2020: $76,250Expenses 2020: $136,881Net Income 2020: -$60,6312020Revenue 2021: $411,651Expenses 2021: $136,628Net Income 2021: $275,0232021Revenue 2022: $1,180,116Expenses 2022: $168,706Net Income 2022: $1,011,4102022Revenue 2023: $134,610Expenses 2023: $355,144Net Income 2023: -$220,5342023Revenue 2024: $175,171Expenses 2024: $212,740Net Income 2024: -$37,5692024

Highlighted filing

2024

Revenue$175,171
Expenses$212,740
Net Income-$37,569
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,513,616
Liabilities
$0
Net assets
$3,513,616
Revenue
$175,171
Expenses
$212,740
Net income
-$37,569
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.18$0.21$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.00$3.61$0.13$0.36$0.22
2022Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$1.18$0.17$1.01
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.41$0.14$0.28
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.08$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.71$0.29$0.16$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.11$0.24$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.12$0.19$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.00$2.78$0.15$0.18$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.80$0.17$0.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.12$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.83$0.01$2.82$0.48$0.19$0.29
2011Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 17, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sarah B McMertyDirector-$0--
Brian J McMertyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Erwin Bellamy Mcmerty Foundation
EIN
26-3497338
In Care Of
% Sarah B McMerty
Phone
9106201135
Address
3048 River Rd SE, Winnabow, NC 28479

Signing Officer

Name
Sarah B Mcmerty
Title
Director
Phone
9106201135
Signed
2025-06-17
Discuss with paid preparer
Yes

Preparer

Firm
DiSalvo & Associates PLLC
Address
1760 N Jog Road Ste 150, West Palm Beach, FL 33411
Preparer
Scott Disalvo CPA
Phone
5616591177
Raw XML Appendix270 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting Fees
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01564711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02063995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Corporate stocks
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01886297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Admiral Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01886297
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0122766
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt052405
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0175171
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0175171
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07505
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0205000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0205000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt097631
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt097631
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-37569
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt065001
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt025135
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt025135
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07505
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0126514
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-56393
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt044900
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03757
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0206500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03757
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0212740
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0130271
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0175171
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03757
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt057496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt065001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gain - Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07505
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-37569
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt056393
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03570009
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03607578
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03513616
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0200206
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0200206
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0200206
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0201965
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01759
IRS990PF/DistributableAmountGrp/TotalTaxAmt01759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02072
IRS990PF/FMVAssetsEOYAmt04012900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01659783
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01564711
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02063995
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02071
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02071
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01898526
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01886297
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01886297
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03607578
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03513616
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt049269
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt060537
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt060537
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03607578
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03513616
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04012900
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03607578
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03513616
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03607578
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03513616
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04100808
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt054903
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02159608
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt061512
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01886297
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0201965
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04039296
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04100808
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sarah B McMerty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Brian J McMerty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03048 River Rd SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13048 River Rd SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Winnabow
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Winnabow
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd128479
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0206500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0206500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SARAH B MCMERTY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03048 RIVER RD SE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Winnabow
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028479
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09106201135
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0205000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Public charity school and religious
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See list attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See list attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Winnabow
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd028479
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0205000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02169
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0204331
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0200206
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0206500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0198037
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0204331
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Prepaid Federal Taxes
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02071
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02071
OtherDecreasesSchedule/OtherDecreasesDetail/Amt056393
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Rental losses
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Partnership Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0555
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1106
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K1 activity
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt044900
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt01822
TaxesSchedule/TaxesDetail/Amt13757
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax Payments
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13757
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH B MCMERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09106201135
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ERWIN BELLAMY MCMERTY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ERWI
ReturnHeader/Filer/EIN0263497338
ReturnHeader/Filer/InCareOfNm0% Sarah B McMerty
ReturnHeader/Filer/PhoneNum09106201135
ReturnHeader/Filer/USAddress/AddressLine1Txt03048 River Rd SE
ReturnHeader/Filer/USAddress/CityNm0Winnabow
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028479
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263852203
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DiSalvo & Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01760 N Jog Road Ste 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Palm Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033411
ReturnHeader/PreparerPersonGrp/PhoneNum05616591177
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT DISALVO CPA
ReturnHeader/ReturnTs02025-06-17T13:39:25-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.