SIOUX FALLS, SD
Esther And Harold Mertz Foundation
Quick Facts
- EIN
- 137231616
- Location
- SIOUX FALLS, SD
- Category
- Philanthropy & Grantmaking
- Total Assets
- $665.6M
- Annual Income
- $7.4M
- IRS Ruling Year
- 2000
- Organization Type
- Corporation
- Principal Officer
- % Dianne R Stadtfeld Sdtc LLC
- Tax Deductibility
- Contributions are deductible
About This Foundation
Esther And Harold Mertz Foundation is a private corporation based in SIOUX FALLS, SD. The foundation received its IRS ruling in 2000. The principal officer is % Dianne R Stadtfeld Sdtc LLC. It holds total assets of $665.6M. Annual income is reported at $7.4M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$3.4M
2023+18%
Total Assets
$681.8M
2023+0%
Fair Market Value
$398.6M
2023
Net Worth
$681.8M
2023
Grants Paid
$2M
2023
Contributions
$289K
2023
Net Investment Income
$1.9M
2023
Distribution Amount
$19.6M
2023
Total Giving by Year
$261K
10$78K
11$4K
12$3K
13$228K
14$13K
15$33.3M
19$66.1M
20$17.5M
21$2.9M
22$3.4M
23Asset Growth
$1.9M
10$1.9M
11$1.9M
12$3.8M
13$3.6M
14$3.6M
15$689M
19$662.7M
20$674.1M
21$679.7M
22$681.8M
23Investment Portfolio (2023)
Total: $18M
Government Obligations: $18M
Other Investments: $662.2M
Government Obligations (3%)
Other Investments (97%)
Expense Breakdown (2023)
Grants Paid$2M
Officer Compensation$948K
Legal Fees$24K
Accounting Fees$22K
Revenue Sources (2023)
- Other Income
- $4.2M
- Dividends
- $739K
- Contributions
- $289K
- Capital Gains (Net)
- $210K
Financial Details (2023)
- Total Revenue
- $5.4M
- Total Expenses
- $3.4M
- Exempt Purpose Expenses
- $3.3M
- Required Distribution
- $19.6M
- Undistributed Income
- $18M
- Total Liabilities
- $1
- Excise Tax
- $26K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
35
Total Giving
$69.1M
Average Grant
$2M
Median Grant
$30K
Total Giving by Year
$57.4M (12 grants)
20$10.6M (12 grants)
21$1.1M (11 grants)
22Grant Range
Min$5K
Max$47.7M
Median: $30K
Smallest grantLargest grant
Openness to New Grantees (2022)
27%
of 2022 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
NY: $11.8M (22)
MA
CT
RI
OR
NV
WY
SD
SD: $50K (4)
IA
IL
IN
OH
PA
PA: $90K (3)
NJ
CA
UT
CO
NE
MO
KY
WV
VA
VA: $950K (3)
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
FL: $56.2M (3)
HI
TX
FL$56.2M (3)
NY$11.8M (22)
VA$950K (3)
PA$90K (3)
SD$50K (4)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Hope For New YorkTO SERVE NEW YORK'S MOST MARGINALIZED RESIDENTS INCLUDING AT RISK YOUTH AND THE HOMELESS | New York, NY | $500K | 2022 |
| Freedom AllianceTO ADVANCE THE AMERICAN HERITAGE OF FREEDOM BY HONORING MILITARY SERVICE | Dulles, VA | $350K | 2022 |
| Tunnels To TowersTO FURTHER THE DONEE'S EXEMPT PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | Staten Island, NY | $120K | 2022 |
| Back On My FeetTO PROVIDE SUPPORTS FOR HOMELESS INVIDUALS | Philadelphia, PA | $30K | 2022 |
| America'S VetdogsTO PROVIDE ENHANCED MOBILITY AND RENEWED INDEPENDENCE TO UNITED STATES VETERANS | Smithtown, NY | $25K | 2022 |
| Guide Dog Foundation For The Blind IncTO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WHO ARE BLIND | Smithtown, NY | $25K | 2022 |
| Helen Keller Services For The BlindTO ASSIST DEAF-BLIND YOUTHS | Brooklyn, NY | $16K | 2022 |
| Florida Southwestern State College FoundationTO FURTHER THE DONEE'S PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | Fort Myers, FL | $15K | 2022 |
| Sioux Falls Area Community FoundationTO FURTHER THE DONEE'S PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | Sioux Falls, SD | $15K | 2022 |
| You Can ThrieveTO FURTHER THE DONEE'S PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | New York, NY | $10K | 2022 |
| First Responders Children'S FoundationTO FURTHER THE DONEE'S PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | New York, NY | $10K | 2022 |
| Pines Of Sarasota FoundationTO FURTHER THE DONEE'S PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | Sarasota, FL | $8.5M | 2021 |
| Tunnels To TowersTO FURTHER THE DONEE'S EXEMPT PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | Staten Island, NY | $1M | 2021 |
| Hope For New YorkTO SERVE NEW YORK'S MOST MARGINALIZED RESIDENTS INCLUDING AT RISK YOUTH AND THE HOMELESS | New York, NY | $500K | 2021 |
| Freedom AllianceTO ADVANCE THE AMERICAN HERITAGE OF FREEDOM BY HONORING MILITARY SERVICE | Dulles, VA | $300K | 2021 |
| Restore NycTO END SEX TRAFFICKING IN NEW YORK | New York, NY | $75K | 2021 |
| Helen Keller Services For The BlindTO ASSIST DEAF-BLIND YOUTHS | Brooklyn, NY | $50K | 2021 |
| Back On My FeetTO PROVIDE SUPPORTS FOR HOMELESS INVIDUALS | Philadelphia, PA | $30K | 2021 |
| America'S VetdogsTO PROVIDE ENHANCED MOBILITY AND RENEWED INDEPENDENCE TO UNITED STATES VETERANS | Smithtown, NY | $25K | 2021 |
| You Can ThrieveTO FURTHER THE DONEE'S PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | New York, NY | $25K | 2021 |
| Guide Dog Foundation For The Blind IncTO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WHO ARE BLIND | Smithtown, NY | $25K | 2021 |
| Make A Wish South Dakota & MontanaTO FURTHER THE DONEE'S PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | Sioux Falls, SD | $15K | 2021 |
| The BanquetTO FURTHER THE DONEE'S PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | Sioux Falls, SD | $10K | 2021 |
| Southwest Florida Water Management DistrictDONATION OF LAND FOR DEVELOPMENT AND PRESERVATION OF WATER RESOURCES IN WEST-CENTRAL FLORIDA | Brooksville, FL | $47.7M | 2020 |
| Stephen Siller Tunnel To Towers FoundationTO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER WHO LAID DOWN HIS LIFE TO SAVE OTHERS ON 9/11 | Staten Island, NY | $8.7M | 2020 |
| Hope For New YorkTO SERVE NEW YORK'S MOST MARGINALIZED RESIDENTS INCLUDING AT RISK YOUTH AND THE HOMELESS | New York, NY | $500K | 2020 |
| Freedom AllianceTO ADVANCE THE AMERICAN HERITAGE OF FREEDOM BY HONORING MILITARY SERVICE | Dulles, VA | $300K | 2020 |
| Restore NycTO END SEX TRAFFICKING IN NEW YORK | New York, NY | $75K | 2020 |
| Top Honors IncTO HELP CHILDREN IMPROVE THEIR MATH AND CRITICAL THINKING ABILITIES | New York, NY | $75K | 2020 |
| Back On My FeetTO PROVIDE SUPPORTS FOR HOMELESS INVIDUALS | Philadelphia, PA | $30K | 2020 |
| America'S VetdogsTO PROVIDE ENHANCED MOBILITY AND RENEWED INDEPENDENCE TO UNITED STATES VETERANS | Smithtown, NY | $25K | 2020 |
| Guide Dog Foundation For The Blind IncTO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WHO ARE BLIND | Smithtown, NY | $25K | 2020 |
| Long Island Alzheimer'S FoundationTO IMPROVE QUALIFY OF LIFE FOR INDIVIDUALS LIVING WITH ALZHEIMER'S DISEASE | Port Washington, NY | $15K | 2020 |
| Southeast Technical Institute FoundationTO SUPPORT EDUCATION PROGRAMS | Sioux Falls, SD | $10K | 2020 |
| Helen Keller Services For The BlindTO ASSIST DEAF-BLIND YOUTHS | Brooklyn, NY | $5K | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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