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Also known as: C/O J FREDERICK MERZ JR
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Merz Family Foundation is a private trust based in DELRAY BEACH, FL. The foundation received its IRS ruling in 2000. The principal officer is J Frederick Merz Jr. It holds total assets of $2.9M. Annual income is reported at $705K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Grantmaking is concentrated in Pennsylvania. According to available records, Merz Family Foundation has made 137 grants totaling $1.1M, with a median grant of $3K. Annual giving has grown from $290K in 2020 to $389K in 2022. Grantmaking activity was highest in 2021 with $420K distributed across 36 grants. Individual grants have ranged from $200 to $120K, with an average award of $8K. The foundation has supported 73 unique organizations. The foundation primarily supports organizations in Pennsylvania, Minnesota, Florida, which account for 68% of all grants. Grantmaking reaches organizations across 21 states. Contributions to this foundation are tax-deductible.
Merz Family Foundation reported 137 individual grants totaling $1.1 million between 2020 and 2022 across its IRS Form 990-PF filings, with a median grant of $2,500. Half of those grants fell between $1,000 and $8,000. Its largest single grant in the record was $120,000. Its most recent available filing, for fiscal year 2023, reports $362,544 in total giving.
The largest share of grants went to organizations in PA (79 of 137), followed by FL (11) and VA (5). In total the foundation's grantees span 21 states. Of its 73 distinct grantees, 60 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Mayo Clinic ($280,000), Willistown Conservation Trust ($108,000) and Brooks Rehabilitation Hospital ($80,000).
Computed from 137 individual grant records (2020–2022) in this foundation's IRS Form 990-PF Part XV filings, reaching 21 states. Source: IRS 990-PF.
Smallest Grant
$200
Median Grant
$5K
Average Grant
$12K
Largest Grant
$120K
Based on 36 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.
Merz Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 137 grants. Its grantmaking reaches organizations primarily in PA, MN, FL.
Merz Family Foundation has distributed a total of $1.1M across 137 grants. The median grant size is $3K, with an average of $8K. Individual grants have ranged from $200 to $120K.
Merz Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
Merz Family Foundation is headquartered in DELRAY BEACH, FL. While based in FL, the foundation distributes grants to organizations across 21 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| J Frederick Merz Jr | TRUSTEE | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$3.1M
Fair Market Value
N/A
Net Worth
$3.1M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
137
Total Giving
$1.1M
Average Grant
$8K
Median Grant
$3K
Unique Recipients
73
Most Common Grant
$1K
of 2022 grantees were first-time recipients
No individual grant records are available. Visit the foundation's 990-PF filings below for detailed grantee information.