The Steven L Merrill Family Foundation

EIN 943333248

San Ramon, CA 94583 |(916) 663-5112

Total Given 2016–2017
$16.0M
60 grants · $8.0M avg/year
based on 2 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$3K
typical micro grants · $2K–$8K
grant size
13%
transactional · 7/53 multi-year
repeat
$15.4M
Assets (2016)
53
Distinct Recipients

About

THE STEVEN L. MERRILL FAMILY FOUNDATION, A CALIFORNIA PRIVATE FOUNDATION, HAS FOUND IT WAS IN THE BEST INTEREST OF THE FOUNDATION TO WIND UP ITS AFFAIRS AND DISSOLVE AT THE CLOSE OF THE 2017 TAX YEAR. AFTER RESOLVING ALL DEBTS, OBLIGATIONS, AND LIABILITIES OF THE FOUNDATION, THE REMAINING ASSETS OF THE FOUNDATION WERE DISTRIBUTED TO THE MARIN COMMUNITY FOUNDATION, AN ORGANIZATION THAT HAS AN ESTABLISHED TAX-EXEMPT STATUS UNDER SECTION 501(C)(3). ATTACHED PLEASE FIND A CERTIFIED COPY OF THE FOUNDATION'S LIQUIDATION PLAN, ALONG WITH THE FOUNDATION'S RECIPIENT AND ASSETS TRANSFERRED LIST.

Focus Areas

Health Arts & Culture Youth Development

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone (916) 663-5112

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2016 $695K $15.4M $1.7M 43
2017 $15.3M $0 $168K 17

Grant Size Distribution

Based on 60 grants on record

Minimum
$500
25th Pctl
$2K
Median
$3K
Average
$266K
75th Pctl
$8K
Maximum
$14.4M

Geographic Distribution

Officers & Directors

Grants Awarded (60 total)

Purpose
Marin Community Foundation Novato, CA $14,429,741 SET UP DONOR ADVISED FUND FOR CHARITABLE PURPOSES 2017
Aspire Public Schools Oakland, CA $750,000 PLEDGE BALANCE 2017
Aspire Public Schools Oakland, CA $250,000 GENERAL FUND 2016 2016
Upstream Usa Oakland, CA $200,000 GENERAL FUND 2016
Education Pioneers Oakland, CA $50,000 SUPPORT AIS IMPACT EVALUATION 2016
Ucsf Foundation San Francisco, CA $50,000 CHANCELLOR'S FUND 2017
Sfmoma San Francisco, CA $27,250 GENERAL FUND 2016
Summer Search San Francisco, CA $25,000 ANNUAL FUND 2016
San Francisco Museum of Modern Art San Francisco, CA $12,000 4/26/2017 BIRTHDAY BASH 2017
Big Blackfoot Chapter of Montana Trust Unl (Big Blackfoot Riverkeeper) Greenough, MT $10,000 GENERAL FUND 2016
Drew School San Francisco, CA $10,000 ANNUAL FUND, CUDDEBACK FACULTY FUND 2016
Sierra Watch Nevada City, CA $10,000 GENERAL FUND 2016
Thunderbird Lodge Preservation Society Incline Village, NV $10,000 GENERAL FUND 2016
Ucsf Benioff Children'S Hospital Oakland, CA $10,000 CONCERT FOR UCSF BENIOFF CHILDREN'S HOSPITAL 2016
San Francisco Film Society San Francisco, CA $10,000 60TH ANNIVERSARY GALA 2017
Golden Gate National Parks San Francisco, CA $7,500 ANNUAL FUND, WILLIAM KENT SOCIETY 2016
St Helena Hospital Foundation St Helena, CA $7,500 GENERAL FUND AND SUPPORT FOR 2016 GALA 2016
For-Site Foundation San Francisco, CA $5,000 SUPPORT FOR HOME LAND SECURITY OPENING EVENT SITE-SEER 2016
Hoffman Institute Foundation San Rafael, CA $5,000 GENERAL FUND 2016
League to Save Lake Tahoe South Lake Tahoe, CA $5,000 ANNUAL FUND 2016
Noguchi Museum Queens, NY $5,000 SUPPORT 2016 SPRING BENEFIT 2016
Sierra State Parks Foundation Tahoe City, CA $5,000 ANNUAL FUND 2016
The Trust for Public Land San Francisco, CA $5,000 GENERAL FUND 2016
California College of the Arts Oakland, CA $5,000 CCA GALA 5/23/2017 2017
The Oxbow School Napa, CA $5,000 5/13/2017 BENEFIT CONCERT: CONNOISSEUR SPONSOR 2017