Esther and Harold Mertz Foundation
EIN 137231616
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2020–2023
$71.2M
48 grants · $17.8M avg/year
based on 4 yrs of IRS 990-PF records on file
$10M+/yr
major funder
capacity
$25K
typical mid grants · $15K–$262K
grant size
59%
supporter · 13/22 multi-year
repeat
$398.6M
Assets (2023)
22
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
SEE MERTZFOUNDATIONORG
Phone
(605) 271-5154
Deadlines
IN ACCORDANCE WITH WEBSITE
How to Apply
IN ACCORDANCE WITH WEBSITE
Restrictions
IN ACCORDANCE WITH WEBSITE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $57.4M | $369.5M | $3.9M | 12 |
| 2021 | $10.6M | $388.2M | $21.8M | 12 |
| 2022 | $1.1M | $380.2M | $8.5M | 11 |
| 2023 | $2.0M | $398.6M | $5.4M | 13 |
Grant Size Distribution
Based on 48 grants on record
Minimum
$5K
25th Pctl
$15K
Median
$25K
Average
$1.5M
75th Pctl
$262K
Maximum
$47.7M
Geographic Distribution
Officers & Directors
LI
Lavender Trust Company Inc
4+ yrs
Trustee
NC
Nancy L Close
4+ yrs
Direction Advisor
LI
Lavender Trust Company Inc
4+ yrs
Trustee
NC
Nancy L Close
4+ yrs
Direction Advisor
LI
Lavender Trust Company Inc
4+ yrs
Trustee
NC
Nancy L Close
4+ yrs
Direction Advisor
LI
Lavender Trust Company Inc
4+ yrs
Trustee
NC
Nancy L Close
4+ yrs
Direction Advisor
Grants Awarded (48 total)
| Purpose | ||||
|---|---|---|---|---|
| Southwest Florida Water Management District | Brooksville, FL | $47,700,000 | DONATION OF LAND FOR DEVELOPMENT AND PRESERVATION OF WATER RESOURCES IN WEST-CENTRAL FLORIDA | 2020 |
| Stephen Siller Tunnel to Towers Foundation | Staten Island, NY | $8,650,000 | TO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER WHO LAID DOWN HIS LIFE TO SAVE OTHERS ON 9/11 | 2020 |
| Pines of Sarasota Foundation | Sarasota, FL | $8,500,000 | TO FURTHER THE DONEE'S PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | 2021 |
| Tunnels to Towers | Staten Island, NY | $1,038,491 | TO FURTHER THE DONEE'S EXEMPT PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | 2021 |
| Pines Foundation | Sarasota, FL | $1,000,000 | GENERAL OPERATING SUPPORT | 2023 |
| Hope for New York | New York, NY | $500,000 | TO SERVE NEW YORK'S MOST MARGINALIZED RESIDENTS INCLUDING AT RISK YOUTH AND THE HOMELESS | 2022 |
| Hope for New York | New York, NY | $500,000 | TO SERVE NEW YORK'S MOST MARGINALIZED RESIDENTS INCLUDING AT RISK YOUTH AND THE HOMELESS | 2020 |
| Hope for New York | New York, NY | $500,000 | TO SERVE NEW YORK'S MOST MARGINALIZED RESIDENTS INCLUDING AT RISK YOUTH AND THE HOMELESS | 2021 |
| Freedom Alliance | Dulles, VA | $400,000 | TO ADVANCE THE AMERICAN HERITAGE OF FREEDOM BY HONORING MILITARY SERVICE | 2023 |
| Freedom Alliance | Dulles, VA | $350,000 | TO ADVANCE THE AMERICAN HERITAGE OF FREEDOM BY HONORING MILITARY SERVICE | 2022 |
| Freedom Alliance | Dulles, VA | $300,000 | TO ADVANCE THE AMERICAN HERITAGE OF FREEDOM BY HONORING MILITARY SERVICE | 2020 |
| Freedom Alliance | Dulles, VA | $300,000 | TO ADVANCE THE AMERICAN HERITAGE OF FREEDOM BY HONORING MILITARY SERVICE | 2021 |
| Hope for New York | New York, NY | $250,000 | TO SERVE NEW YORK'S MOST MARGINALIZED RESIDENTS INCLUDING AT RISK YOUTH AND THE HOMELESS | 2023 |
| Tunnels to Towers | Staten Island, NY | $200,000 | TO FURTHER THE DONEE'S EXEMPT PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | 2023 |
| Tunnels to Towers | Staten Island, NY | $120,000 | TO FURTHER THE DONEE'S EXEMPT PURPOSE IN ACCORDANCE WITH DONEE'S MISSION STATEMENT. | 2022 |
| Restore Nyc | New York, NY | $75,000 | TO END SEX TRAFFICKING IN NEW YORK | 2020 |
| Top Honors Inc | New York, NY | $75,000 | TO HELP CHILDREN IMPROVE THEIR MATH AND CRITICAL THINKING ABILITIES | 2020 |
| Restore Nyc | New York, NY | $75,000 | TO END SEX TRAFFICKING IN NEW YORK | 2021 |
| Helen Keller Services for the Blind | Brooklyn, NY | $50,000 | TO ASSIST DEAF-BLIND YOUTHS | 2021 |
| Back on My Feet | Philadelphia, PA | $40,000 | TO PROVIDE SUPPORTS FOR HOMELESS INVIDUALS | 2023 |
| Back on My Feet | Philadelphia, PA | $30,000 | TO PROVIDE SUPPORTS FOR HOMELESS INVIDUALS | 2022 |
| Back on My Feet | Philadelphia, PA | $30,000 | TO PROVIDE SUPPORTS FOR HOMELESS INVIDUALS | 2020 |
| Back on My Feet | Philadelphia, PA | $30,000 | TO PROVIDE SUPPORTS FOR HOMELESS INVIDUALS | 2021 |
| America'S Vetdogs | Smithtown, NY | $25,000 | TO PROVIDE ENHANCED MOBILITY AND RENEWED INDEPENDENCE TO UNITED STATES VETERANS | 2022 |
| Guide Dog Foundation for the Blind Inc | Smithtown, NY | $25,000 | TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WHO ARE BLIND | 2022 |