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Merlin Foundation Inc. is a private corporation based in MISSOULA, MT. The foundation received its IRS ruling in 2013. The principal officer is Roy S Oconnor. It holds total assets of $7M. Annual income is reported at $2M. Total assets have grown from $980K in 2013 to $7.2M in 2023. The foundation is governed by 6 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. According to available records, Merlin Foundation Inc. has made 107 grants totaling $622K, with a median grant of $5K. Annual giving has grown from $190K in 2021 to $432K in 2022. Individual grants have ranged from $1K to $20K, with an average award of $6K. The foundation has supported 48 unique organizations. The foundation primarily supports organizations in Montana, Oregon, Virginia, which account for 84% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$2K
Median Grant
$5K
Average Grant
$6K
Largest Grant
$17K
Based on 31 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.
Merlin Foundation Inc. primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 107 grants. Its grantmaking reaches organizations primarily in MT, OR, VA.
Merlin Foundation Inc. has distributed a total of $622K across 107 grants. The median grant size is $5K, with an average of $6K. Individual grants have ranged from $1K to $20K.
Merlin Foundation Inc. typically selects its grantees rather than accepting unsolicited proposals.
Merlin Foundation Inc. is headquartered in MISSOULA, MT. While based in MT, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Roy S O'Connor | Director | $0 | $0 | N/A |
| Mathew C O'Connor | Director | $0 | $0 | N/A |
| Philip E O'Connor | Treasurer | $0 | $0 | N/A |
| Christopher C O'Connor | Director | $0 | $0 | N/A |
| Amelia J O'Connor | Secretary | $0 | $0 | N/A |
| Susan E O'Connor | Chairman | $0 | $0 | N/A |
Total Giving
$436K
Total Assets
$7.2M
Fair Market Value
$7.2M
Net Worth
$7.2M
Grants Paid
$336K
Contributions
N/A
Net Investment Income
$149K
Distribution Amount
$364K
Total: $5M
Total Grants
107
Total Giving
$622K
Average Grant
$6K
Median Grant
$5K
Unique Recipients
48
Most Common Grant
$5K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Conservation InternationalSUPPORT SOCIETIES TO CARE FOR NATURE, OUR GLOBAL DIVERSITY, FOR THE WELL BEING OF HUMMANITY. | Arlington, VA | $20K | 2022 |
| The David Sheldrick Wildlife TrustSUPPORT THE ORPHAN'S PROJECT | Laguna Hills, CA | $11K | 2022 |
| Families First Learning LabSUPPORT FAMILIES IN THE COMMUNITY THROUGH EDUCATION AND PLAY | Missoula, MT | $11K | 2022 |
| Hana Retreat -Ala KukuiFUND PROGRAMS AND PROJECTS IN THE HANA COMMUNITY. | Hana, HI | $10K | 2022 |
| Missoula Food BankPROVIDE SUPPORT FOR A HUNGER-FREE COMMUNITY | Missoula, MT | $10K | 2022 |
| Hawaiian Islands Land TrustSUPPORT LAND PROTECTION IN HAWAII | Honolulu, HI | $9K | 2022 |
| Owl Research InstituteSUPPORT OWL CONSERVATION THROUGH RESEARCH AND EDUCATION. | Charlo, MT | $8K | 2022 |
| Sussex SchoolSUPPORT FOR STUDENTS' EDUCATION IN AN ALTERNATIVE ENVIRONMENT | Missoula, MT | $6K | 2022 |
| Sarara FoundationSUPPORT COMMUNITIES FOR INDIGENOUS PEOPLE IN AFRICA | Denver, CO | $6K | 2022 |
| Nestucca Neskowin Sand Lake WatershSUPPORT RIVER RESTORATION PROJECTS AND PURSUE ACTIVITIES THAT SUPPORT A HEALTHY ECOSYSTEM | Pacific City, OR | $6K | 2022 |
| Montana Bicycle Guild IncSUPPORT BUILDING AND MAINTAINING NEW AND EXISTING TRAILS IN MONTANA. | Helena, MT | $5K | 2022 |
| Montana Environmental Info CenPROVIDE SUPPORT FOR CLEAN AND HEALTHY MONTANA | Helena, MT | $5K | 2022 |
| Portland Audubon SocietySUPPORT THE SPENCER HIGGINS EDUCATIONAL FUND - GIVING KIDS THE OPPORTUNITY TO LEARN, GROW AND BE JOYFUL IN NATURE | Portland, OR | $5K | 2022 |
| The Dollywood FoundationSUPPORT THE DOLLY PARTON'S IMAGINATION LIBRARY GIFTING BOOKS FREE OF CHARGE TO CHILDREN AROUND THE WORLD | Sevierville, TN | $5K | 2022 |
| Blackfoot ChallengeSUPPORT CONSERVATION AND EDUCATION IN THE BLACKFOOT VALLEY | Ovando, MT | $5K | 2022 |
| Hope Rescue MissionSUPPORT SERVICES FOR THOSE IN NEED IN WESTERN MONTANA | Missoula, MT | $5K | 2022 |
| Glacier Ice RinkSUPPORT ICE SKATING IN MISSOULA | Missoula, MT | $5K | 2022 |
| The Safina CenterSUPPORT SCIENTIFIC RESEARCH AND CONSERVATION THROUGH LITERATURE, ART, FILM AND PHOTOGRAPHY | Setauket, NY | $5K | 2022 |
| God'S Love - Helena MtPROGRAM SUPPORT FOR SHELTER, MEALS AND CLOTHING FOR THOSE IN NEED | Helena, MT | $5K | 2022 |
| Climate SmartSUPPORT TO BUILD NETWORKS TO FOSTER A RESILIENT COMMUNITY. | Missoula, MT | $5K | 2022 |
| Community Food Agriculture CSUPPORT FOR BUILDING A HEALTHY LOCAL COMMUNITY BY PROTECTING FARMLAND AND EDUCATING NEW FARMERS | Missoula, MT | $5K | 2022 |
| Ecology Project InterntionalPROTECT CRITICAL WILDLIFE HABITAT | Missoula, MT | $5K | 2022 |
| Helena Food ShareSUPPORT TO CREATE A HUNGER-FREE COMMUNITY. | Helena, MT | $5K | 2022 |
| Trust For Public LandSUPPORT WORK CREATING PARKS AND PUBLIC LAND SPACES | Bozeman, MT | $5K | 2022 |
| Working Dogs For Conservation FoundSUPPORT FOR TRAINING DOGS FOR CONSERVATION PROTECTION OF WILDLIFE AND PLACES | Bozeman, MT | $5K | 2022 |