The Mertz Charitable Trust Ua #745176
EIN 133206669Total Given 2021–2025
$2.0M
12 grants · $400K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$140K
typical big bets · $80K–$280K
grant size
75%
deep partner · 3/4 multi-year
repeat
$2.1M
Assets (2025)
4
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(212) 922-8935
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $750K | $8.9M | $180K | 3 |
| 2022 | $700K | $10.4M | $874K | 3 |
| 2023 | $350K | $5.2M | $-1.6M | 3 |
| 2024 | N/A | $5.4M | $-1.7M | N/A |
| 2025 | $200K | $2.1M | $-2.3M | 3 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$40K
25th Pctl
$80K
Median
$140K
Average
$167K
75th Pctl
$280K
Maximum
$300K
Geographic Distribution
Officers & Directors
BA
Bny Mellon N a
4 yrs
Trustee
BA
Bny Mellon N a
4 yrs
Trustee
BA
Bny Mellon N a
4 yrs
Trustee
BA
Bny Mellon N a
4 yrs
Trustee
BN
Bny Mellon Na
Trustee
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| Swarthmore College | Swarthmore, PA | $300,000 | GENERAL OPERATING | 2021 |
| The Macula Foundation Inc | New York, NY | $300,000 | GENERAL OPERATING | 2021 |
| Swarthmore College | Swarthmore, PA | $280,000 | GENERAL OPERATING | 2022 |
| The Macula Foundation Inc | New York, NY | $280,000 | GENERAL OPERATING | 2022 |
| Alzheimer'S Disease & Disorders Assoc in | Chicago, IL | $150,000 | GENERAL OPERATING | 2021 |
| Alzheimer'S Disease & Disorders Assoc in | Chicago, IL | $140,000 | GENERAL OPERATING | 2022 |
| Swarthmore College | Swarthmore, PA | $140,000 | GENERAL OPERATING | 2023 |
| The Macula Foundation Inc | New York, NY | $140,000 | GENERAL OPERATING | 2023 |
| The Macula Foundation Inc | New York, NY | $80,000 | GENERAL OPERATING | 2025 |
| Swarthmore College | Swarthmore, PA | $80,000 | GENERAL OPERATING | 2025 |
| Alzheimer'S Disease & Disorders Assoc in | Chicago, IL | $70,000 | GENERAL OPERATING | 2023 |
| Alzheimers Association | Chicago, IL | $40,000 | GENERAL OPERATING | 2025 |