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Ann A Mergens Foundation Inc. is a private corporation based in SHELBURNE, VT. The foundation received its IRS ruling in 2012. It holds total assets of $6.2M. Annual income is reported at $1.1M. Total assets have grown from $1M in 2011 to $6.3M in 2022. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Florida and Vermont. According to available records, Ann A Mergens Foundation Inc. has made 54 grants totaling $1.4M, with a median grant of $15K. The foundation has distributed between $255K and $560K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $560K distributed across 20 grants. Individual grants have ranged from $5K to $100K, with an average award of $26K. The foundation has supported 14 unique organizations. Grants have been distributed to organizations in Florida and Vermont. Contributions to this foundation are tax-deductible.
Smallest Grant
$10K
Median Grant
$18K
Average Grant
$28K
Largest Grant
$100K
Based on 10 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Ann A Mergens Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 54 grants. Its grantmaking reaches organizations primarily in FL, VT.
Ann A Mergens Foundation Inc. has distributed a total of $1.4M across 54 grants. The median grant size is $15K, with an average of $26K. Individual grants have ranged from $5K to $100K.
Ann A Mergens Foundation Inc. is a private foundation. To inquire about grants, you can look up the foundation using their EIN (274113304) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Ann A Mergens Foundation Inc. is headquartered in SHELBURNE, VT. While based in VT, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mary Mergens-Loughran | PRESIDENT/TREAS. & EXEC. DIRECTOR | $30K | $0 | $30K |
| William H Wiltshire | SECRETARY | $0 | $0 | N/A |
| Paul G Mergens | VICE PRESIDENT | $0 | $0 | N/A |
Total Giving
$363K
Total Assets
$6.3M
Fair Market Value
$7.4M
Net Worth
$6.3M
Grants Paid
$255K
Contributions
N/A
Net Investment Income
$80K
Distribution Amount
$352K
Total: $6.3M
Total Grants
54
Total Giving
$1.4M
Average Grant
$26K
Median Grant
$15K
Unique Recipients
14
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Live Like Jake FoundationOPERATIONS | Palm Beach Gardens, FL | $100K | 2023 |
| Shelburne FarmsOPERATIONS | Shelburne, VT | $35K | 2023 |
| Stern Center For Language And LearningOPERATIONS | Williston, VT | $25K | 2023 |
| Center For Creative EducationOPERATIONS | West Palm Beach, FL | $20K | 2023 |
| Loggerhead Marine Life CenterOPERATIONS | Juno Beach, FL | $20K | 2023 |
| Greater Burlington YmcaOPERATIONS | Burlington, VT | $15K | 2023 |
| Jupiter Hills Community FoundationOPERATIONS | Tequesta, FL | $10K | 2023 |
| Champlain CollegeOPERATIONS | Burlington, VT | $10K | 2023 |
| Busch Wildlife SanctuaryOPERATIONS | Jupiter, FL | $10K | 2023 |
| Burlington City ArtsOPERATIONS | Burlington, VT | $10K | 2023 |
| Stern CenterNeil ShapiroScholarship Fund | Williston, VT | $30K | 2022 |
| The Howard CenterFamily & YouthPrograms | Burlington, VT | $15K | 2021 |
| Sara Holbrook CenterSummer YouthPrograms | Burlington, VT | $15K | 2021 |
| Sea Turtle AdventuresGeneral OperatingSupport | North Palm Beach, FL | $10K | 2021 |
CRAFTSBURY CM, VT
STOWE, VT
MARLBORO, VT