The Merz Family Foundation
EIN 233023616Total Given 2020–2024
$2.0M
207 grants · $408K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$4K
typical micro grants · $1K–$10K
grant size
62%
deep partner · 55/88 multi-year
repeat
$12.2M
Assets (2024)
88
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(484) 318-1073
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $290K | $8.2M | $925K | 47 |
| 2021 | $420K | $9.9M | $510K | 36 |
| 2022 | $389K | $8.1M | $451K | 54 |
| 2023 | $360K | $10.7M | $501K | 36 |
| 2024 | $579K | $12.2M | $16K | 34 |
Grant Size Distribution
Based on 207 grants on record
Minimum
$200
25th Pctl
$1K
Median
$4K
Average
$10K
75th Pctl
$10K
Maximum
$135K
Geographic Distribution
Officers & Directors
JM
J Frederick Merz Jr
5+ yrs
Trustee
JM
J Frederick Merz Jr
5+ yrs
Trustee
JM
J Frederick Merz Jr
5+ yrs
Trustee
JM
J Frederick Merz Jr
5+ yrs
Trustee
JM
J Frederick Merz Jr
5+ yrs
Trustee
Grants Awarded (207 total)
| Purpose | ||||
|---|---|---|---|---|
| Mayo Clinic | Rochester, MN | $135,000 | CHARITY CONTRIBUTION | 2024 |
| Mayo Clinic | Rochester, MN | $120,000 | CHARITY CONTRIBUTION | 2021 |
| Mayo Clinic | Rochester, MN | $110,000 | CHARITY CONTRIBUTION | 2022 |
| Mayo Clinic | Rochester, MN | $110,000 | CHARITY CONTRIBUTION | 2023 |
| Willistown Conservation Trust | Newtown Square, PA | $85,000 | CHARITY CONTRIBUTION | 2024 |
| Mayo Clinic | Rochester, MN | $50,000 | CHARITY CONTRIBUTION | 2020 |
| Willistown Conservation Trust | Newtown Square, PA | $50,000 | CHARITY CONTRIBUTION | 2021 |
| Philadelphia Zoo | Philadelphia, PA | $50,000 | CHARITY CONTRIBUTION | 2024 |
| Brooks Rehabilitation Hospital | Jacksonville, FL | $40,000 | CHARITY CONTRIBUTION | 2021 |
| Brooks Rehabilitation Hospital | Jacksonville, FL | $40,000 | CHARITY CONTRIBUTION | 2022 |
| The Franklin Institute | Philadelphia, PA | $40,000 | CHARITY CONTRIBUTION | 2024 |
| Willistown Conservation Trust | Newtown Square, PA | $38,000 | CHARITY CONTRIBUTION | 2020 |
| Bryn Mawr Foundation | Bryn Mawr, PA | $35,000 | CHARITY CONTRIBUTION | 2020 |
| Philly Music Fest | Philadelphia, PA | $30,000 | CHARITY CONTRIBUTION | 2021 |
| Brooks Health Foundation | Jacksonville, FL | $30,000 | CHARITY CONTRIBUTION | 2024 |
| Philly Music Fest | Philadelphia, PA | $30,000 | CHARITY CONTRIBUTION | 2024 |
| Philly Music Fest | Philadelphia, PA | $25,000 | CHARITY CONTRIBUTION | 2023 |
| Willistown Conservation Trust | Newtown Square, PA | $22,500 | CHARITY CONTRIBUTION | 2023 |
| Lankenau Medical Center Foundation | Wynnewood, PA | $20,000 | CHARITY CONTRIBUTION | 2020 |
| Gary Sinise Foundation | Woodland Hills, CA | $20,000 | CHARITY CONTRIBUTION | 2021 |
| Lankenau Medical Center Foundation | Wynnewood, PA | $20,000 | CHARITY CONTRIBUTION | 2021 |
| Lankenau Medical Center Foundation | Wynnewood, PA | $20,000 | CHARITY CONTRIBUTION | 2022 |
| Philly Music Fest | Philadelphia, PA | $20,000 | CHARITY CONTRIBUTION | 2022 |
| Willistown Conservation Trust | Newtown Square, PA | $20,000 | CHARITY CONTRIBUTION | 2022 |
| Gary Sinise Foundation | Woodland Hills, CA | $20,000 | CHARITY CONTRIBUTION | 2023 |