Merck Family Fund
EIN 226063382 Private Foundation
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
$12.0M
323 grants · $3.0M avg/year
based on 4 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$30K
typical mid grants · $25K–$50K
grant size
37%
supporter · 70/190 multi-year
repeat
$62.4M
Assets (2023)
190
Distinct Recipients
About
THE FOUNDATION IS NOT REQUIRED TO FILE A COPY OF FEDERAL FORM 990-PF WITH THE STATE OF NEW JERSEY'S ATTORNEY GENERAL'S OFFICE AS IT DOES NOT SOLICIT FUNDS FROM THE PUBLIC.
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
MERCK FAMILY FUND ATTN JAMES MAGUIR
Phone
(617) 696-3580
Deadlines
FEBRUARY 1 AND AUGUST 1
How to Apply
STEP 1 - LETTER OF INQUIRY USING THE ONLINE APPLICATION; STEP 2 - FULL PROPOSAL USING THE ONLINE APPLICATION SYSTEM
Restrictions
GRANTS MADE ONLY TO ORGANIZATIONS THAT ARE TAX EXEMPT
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $61.4M | $1.2M | N/A |
| 2020 | $4.7M | $67.2M | $4.2M | 128 |
| 2022 | $4.0M | $60.4M | $5.7M | 108 |
| 2023 | $3.3M | $62.4M | $2.9M | 87 |
Grant Size Distribution
Based on 323 grants on record
Minimum
$795
25th Pctl
$25K
Median
$30K
Average
$37K
75th Pctl
$50K
Maximum
$150K
Geographic Distribution
Officers & Directors
KM
Katharine Matys
Trustee, Vice President
Leadership
GW
George Whitridge
4+ yrs
Trustee, President
Leadership
RG
Ruth Goldman
Executive Director
Leadership
DY
Darryl Young
2 yrs
Executive Director
Leadership
JM
James A. Maguire
2 yrs
Chief Financial Officer
FW
Frederick Morgan Whitridge
2 yrs
Trustee, Treasurer
Leadership
SW
Serena Whitridge
2 yrs
Trustee, Secretary
Leadership
JM
Josephine Merck
2 yrs
Trustee
SH
Susannah Hatch
4+ yrs
Trustee
OF
Olivia FARR
4+ yrs
Trustee
EH
Eliza Hatch
4+ yrs
Trustee
WM
Wilhelm Merck Jr
3 yrs
Trustee
WM
Wilhelm Merck
4+ yrs
Trustee
IH
IAN Hatch
3 yrs
Trustee
NC
Nathaniel Chamberlin
4+ yrs
Trustee
EH
Eliza Hatch
4+ yrs
Trustee, President
Leadership
GW
George Whitridge
4+ yrs
Trustee, Vice President
Leadership
JR
Jenny D. Russell
Executive Director
Leadership
DY
Darryl Young
2 yrs
Executive Director
Leadership
JM
James A. Maguire
2 yrs
Chief Financial Officer
JM
Josephine Merck
2 yrs
Treasurer
Leadership
WM
Wilhelm Merck Jr
3 yrs
Trustee, Secretary
Leadership
NC
Nathaniel Chamberlin
4+ yrs
Trustee
OF
Olivia FARR
4+ yrs
Trustee
IH
IAN Hatch
3 yrs
Trustee
SH
Susannah Hatch
4+ yrs
Trustee
WM
Wilhelm Merck
4+ yrs
Trustee
FW
Frederick Morgan Whitridge
2 yrs
Trustee
SW
Serena Whitridge
2 yrs
Trustee
GW
George Whitridge
4+ yrs
Trustee, Vice President
Leadership
EH
Eliza Hatch
4+ yrs
Trustee, President
Leadership
JR
Jenny Russell
2 yrs
Executive Director
Leadership
JM
James Maguire
2 yrs
Chief Financial Officer
WM
Wilhelm Merck Jr
3 yrs
Secretary
Leadership
NC
Nathaniel Chamberlin
4+ yrs
Trustee
OC
OONA COY
2 yrs
Trustee
OF
Olivia FARR
4+ yrs
Trustee
IH
IAN Hatch
3 yrs
Trustee
SH
Susannah Hatch
4+ yrs
Trustee
KM
Katharine Chamberlin Matys
2 yrs
Trustee
WM
Wilhelm Merck
4+ yrs
Trustee
MW
Morgan Whitridge
2 yrs
Trustee
PC
Patience Chamberlin
2 yrs
Trustee
FM
Friedrike Merck
2 yrs
Trustee
JM
Josie Merck
Treasuruer
EH
Eliza Hatch
4+ yrs
Trustee, Vice President
Leadership
OC
OONA COY
2 yrs
Trustee, President
Leadership
JR
Jenny Russell
2 yrs
Executive Director
Leadership
JM
James Maguire
2 yrs
Chief Financial Officer
GW
George Whitridge
4+ yrs
Trustee, Treasurer
Leadership
PC
Patience Chamberlin
2 yrs
Trustee, Secretary
Leadership
MW
Morgan Whitridge
2 yrs
Trustee
WM
Wilhelm Merck
4+ yrs
Trustee
FM
Friedrike Merck
2 yrs
Trustee
KM
Katharine Chamberlin Matys
2 yrs
Trustee
SH
Susannah Hatch
4+ yrs
Trustee
HH
Henry Hatch
Trustee
OF
Olivia FARR
4+ yrs
Trustee
NC
Nathaniel Chamberlin
4+ yrs
Trustee
Grants Awarded (323 total)
| Purpose | ||||
|---|---|---|---|---|
| Southern Environmental Law Center | Charlottesville, VA | $150,000 | PROMOTING ENERGY EFFICIENCY AS THE FIRST ENERGY RESOURCE OF THE SOUTHEAST | 2022 |
| Southern Environmental Law Center | Charlottesville, VA | $150,000 | PROMOTING ENERGY EFFICIENCY AS THE FIRST ENERGY RESOURCE OF THE SOUTHEAST | 2020 |
| Acadia Center | Rockport, ME | $100,667 | ADVANCING ENERGY EFFICIENCY IN NEW ENGLAND | 2022 |
| Southeast Energy Efficiency Alliance | Atlanta, GA | $100,000 | ILLUMINATING INEQUITY IN SOUTHEAST ENERGY POLICY | 2022 |
| Southern Alliance for Clean Energy | Knoxville, TN | $100,000 | PROMOTING ENERGY EFFICIENCY IN THE SOUTHEAST | 2022 |
| Southern Alliance for Clean Energy | Knoxville, TN | $100,000 | PROMOTING ENERGY EFFICIENCY IN THE SOUTHEAST | 2022 |
| Acadia Center | Rockport, ME | $100,000 | ADVANCING ENERGY EFFICIENCY IN NEW ENGLAND | 2020 |
| New York Lawyers for the Public Interest Inc | New York, NY | $100,000 | PEAK CAMPAIGN | 2020 |
| Southern Alliance for Clean Energy | Knoxville, TN | $100,000 | PROMOTING ENERGY EFFICIENCY IN THE SOUTHEAST | 2020 |
| Acadia Center | Rockport, ME | $100,000 | ADVANCING ENERGY EFFICIENCY IN NEW ENGLAND | 2020 |
| New York Lawyers for the Public Interest Inc | New York, NY | $100,000 | PEAK CAMPAIGN | 2020 |
| Southern Alliance for Clean Energy | Knoxville, TN | $100,000 | PROMOTING ENERGY EFFICIENCY IN THE SOUTHEAST | 2020 |
| Southern Alliance for Clean Energy | Knoxville, TN | $100,000 | PROMOTING ENERGY EFFICIENCY IN THE SOUTHEAST | 2023 |
| Southern Environmental Law Center | Charlottesville, VA | $100,000 | PROMOTING ENERGY EFFICIENCY AS THE FIRST ENERGY RESOURCE OF THE SOUTH | 2023 |
| Public Interest Law Center of Philadelphia | Philadelphia, PA | $90,000 | GARDEN JUSTICE LEGAL INITIATIVE | 2023 |
| Rocky Mountain Institute | Boulder, CO | $85,000 | SOLARAPP | 2020 |
| Clean Energy Group Inc | Montpelier, VT | $80,000 | PHASING OUT PEAKERS IN MASSACHUSETTS AND PHILADELPHIA | 2023 |
| Clean Energy Group Inc | Montpelier, VT | $80,000 | PHASING OUT PEAKERS IN MASSACHUSETTS AND PHILADELPHIA | 2023 |
| Northeast Energy Efficiency Partnerships | Lexington, MA | $76,734 | GENERAL SUPPORT | 2022 |
| Ceres | Boston, MA | $75,000 | MOBILIZING CORPORATE ENERGY USERS TO INCREASE ENERGY EFFICIENCY | 2022 |
| Ceres | Boston, MA | $75,000 | MOBILIZING CORPORATE ENERGY USERS TO INCREASE ENERGY EFFICIENCY | 2022 |
| Ceres Inc | Boston, MA | $75,000 | MOBILIZING CORPORATE ENERGY USERS TO INCREASE ENERGY EFFICIENCY | 2020 |
| Duke University | Durham, NC | $75,000 | SOUTHEAST ENERGY AND ENVIRONMENTAL LEADERSHIP FORUM: USING EE TO ADDRESS ENERGY INSECURITY | 2020 |
| Northeast Energy Efficiency Partnerships Inc | Lexington, MA | $75,000 | GENERAL SUPPORT | 2020 |
| Ceres Inc | Boston, MA | $75,000 | MOBILIZING CORPORATE ENERGY USERS TO INCREASE ENERGY EFFICIENCY | 2020 |
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