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· Private foundation

Ann a Mergens Foundation Inc

Its FY2025 filing reports that it accepted unsolicited grant applications.

$345k
Granted FY2025still arriving
10
Grants FY2025still arriving
2
States reached
$145k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172025.

Human Services$1.1MArts & Culture$445kEducation$375kFood & Nutrition$325kScience & Tech$215kPhilanthropy$105kAnimals$85kEnvironment$75kOther$0
02FY2025 · 10 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2025

  • $10k–50k9 grants · $200k
  • $50k–250k1 grant · $145k
$25,000
Median grant
2
States reached
$6.2M
Total assets
Largest grants
RecipientAmount
LIVE LIKE JAKE FOUNDATION$145,000
SHELBURNE FARMS$40,000
STERN CENTER FOR LANGUAGE AND LEARNING$30,000
LOGGERHEAD MARINE LIFE CENTER$25,000
JUPITER HILLS COMMUNITY FOUNDATION$25,000
CENTER FOR CREATIVE EDUCATION$20,000
BUSCH WILDLIFE SANCTUARY$15,000
CHAMPLAIN COLLEGE$15,000
GREATER BURLINGTON YMCA$15,000
BURLINGTON CITY ARTS$15,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–25, $205k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 9%The Howard Center: $25k → 10%Greater Burlington YMCA: $25k → 10%Greater Burlington YMCA: $25k → 10%GREATER BURLINGTON YMCA: $15k → 10%The Howard Center: $15k → 10%GREATER BURLINGTON YMCA: $15k → 10%Greater Burlington YMCA: $15k → 10%GREATER BURLINGTON YMCA: $15k → 10%Greater Burlington YMCA: $15k → 10%The Howard Center: $10k → 10%Greater Burlington YMCA: $10k → 10%Greater Burlington YMCA: $10k → 10%The Howard Center: $10k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

100%of every dollar goes to organizations you’ve funded before.
$2.7M · 17 repeat orgs$0 to everyone else

17 repeat relationships — 9 still active in FY2025, 8 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

17
0

Total granted

$2.7M
$0

Still filing today

71%
0%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Human ServicesArts & CultureEducationAnimalsEnvironmentScience & TechOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • LL
    LIVE LIKE JAKE FOUNDATION INC
    9× · 2017–2025 · $800k · revenue +271% · 26% of their budget
  • SHELBURNE FARMS
    9× · 2017–2025 · $325k · revenue +257%
  • CF
    CENTER FOR CREATIVE EDUCATION
    9× · 2017–2025 · $215k · revenue +177%

Funded once

    Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

    04Your field

    The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

    1
    Blue Ocean Society for Marine Conservation

    Our mission is to protect marine life in the gulf of maine through research, education and inspiring action. our most significant activities are studying marine life off the nh coast, conducting over 200 community beach cleanups each year,…

    Animals
    2
    Boothbay Sea and Science Center

    The mission of the boothbay sea and science center is the advancement of sailing, boating and ocean sciences by minimizing economic and physical obstacles and further to develop independence, self-confidence, teamwork and volunteerism in…

    Education
    3
    Mote Marine Laboratory Inc

    The advancement of marine and environmental sciences through scientific research, education and public outreach, leading new discoveries, revitalization and sustainability of our oceans and greater public understanding of our marine…

    4
    Trout Lake Nature Center Inc

    The mission emphasizes environmental education for children and adults. the children's education, largely for elementary schools is designed in conjunction with florida state standards and administered by volunteers and staff. the adult…

    Environment
    5
    Archbold Expeditions Inc

    Archbold expeditions, inc.'s mission is to build and share the scientific knowledge needed to protect the life, lands, and waters of the heart of florida and beyond.

    Unclassified
    6
    The Coral Reef and Marine Science Foundation Inc C/O James Bildner
    7
    The Ocean Foundation

    As the only community foundation for the ocean, The Ocean Foundation's 501(c)(3) mission is to improve global ocean health, climate resilience, and the blue economy. We create partnerships to connect people in the communities in which we…

    Environment
    8
    Seacoast Science Center Inc

    It is the mission of the seacoast science center to spark curiosity, enhance understanding, and inspire conservation of our blue planet. the center's programming and exhibits encourage visitors and other program participants to recognize…

    Arts & Culture
    9
    The Quebec-Labrador Foundation Inc

    The program mission of the quebec-labrador foundation u.s. is defined by a regional component (new england and eastern canada), and an international component, which ties our regional model to a global conservation network. qlf's program…

    Philanthropy
    10
    Terra Marin School

    Our mission is to spark wonder and intellectual curiosity in each child. We achieve this through a purposeful blend of:Engaging academics custom-tailored to each child's abilities, strengths and interests;An unparalleled social-emotional…

    Education
    11
    Reef Environmental Education Foundation

    Reef environmental education foundation (reef) was established as a nonprofit organization in 1990. reef conserves marine environments worldwide. our mission is to protect biodiversity and ocean life by actively engaging and inspiring the…

    Recreation & Sports
    12
    Leahy Center for Lake Champlain Inc

    Echo's mission is to inspire and engage everyone in the joy of scientific discovery, wonder of nature, and care of lake champlain.

    Arts & Culture

    For reference, the grantee most central to the portfolio’s shape is Sea Turtle Adventures Inc and the most unlike its peers is Center for Creative Education. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

    04the grantee network

    13 grantees tracked through their own filings, 2017–2025.

    Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

    Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 13 of the 18 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

    1
    Load-bearing (≥25% of a budget)
    7
    Early backer (in before they grew)
    13/13
    Grantees still filing
    11/13
    Grew since you first funded

    Where your money sits — by cause, then by grantee

    LIVE LIKE JAKE FOUNDATION INC — $800,000 · Human ServicesLIVE LIKE JAKE FOUNDATION INCGREATER BURLINGTON YMCA INC — $145,000 · Human ServicesGREATER BURLINGTON YMCA INCHowardCenter Inc — $60,000 · Human ServicesHowardCenter IncStern Center — $170,000 · OtherStern CenterSara Holbrook Center — $65,000 · OtherSara Holbrook CenterVNA Respite House — $60,000 · OtherVNA Respite HouseMater Christi School — $50,000 · OtherMater Christi SchoolRonald McDonald House — $50,000 · OtherRonald McDonald HouseSTERN CENTER FOR LANGUAGE AND LEARNING — $85,000 · OtherSTERN CENTER FOR LANGUA…THE BUSCH WILDLIFE SANCTUARY INC — $65,000 · OtherTHE BUSCH WILDLIFE SANC…SEA TURTLE ADVENTURES INC — $20,000 · OtherCENTER FOR CREATIVE EDUCATION — $215,000 · Arts & CultureCENTER FOR CRE…BURLINGTON CITY ARTS FOUNDATION INC — $140,000 · Arts & CultureBURLINGTON CIT…SHELBURNE FARMS — $325,000 · EnvironmentSHELBURNE FAR…LOGGERHEAD MARINELIFE CENTER INC — $215,000 · Science & TechCHAMPLAIN COLLEGE INCORPORATED — $130,000 · EducationANDREW RED HARRIS FOUNDATION INC — $75,000 · EducationJupiter Hills Community Foundation Inc — $105,000 · Philanthropy
    Human Services$1,005,000Other$565,000Arts & Culture$355,000Environment$325,000Science & Tech$215,000Education$205,000Philanthropy$105,000

    Each org by its size and your share of it — top-left is where you’re load-bearing

    25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetLIVE LIKE JAKE FOUNDATION INC — $800,000 over 9y, 26% of budgetSHELBURNE FARMS — $325,000 over 9y, 0.5% of budgetCENTER FOR CREATIVE EDUCATION — $215,000 over 9y, 1.4% of budgetLOGGERHEAD MARINELIFE CENTER INC — $215,000 over 9y, 0.4% of budgetGREATER BURLINGTON YMCA INC — $145,000 over 9y, 0.2% of budgetBURLINGTON CITY ARTS FOUNDATION INC — $140,000 over 9y, 7.2% of budgetCHAMPLAIN COLLEGE INCORPORATED — $130,000 over 7y, 0.0% of budgetJupiter Hills Community Foundation Inc — $105,000 over 6y, 16% of budgetSTERN CENTER FOR LANGUAGE AND LEARNING — $85,000 over 3y, 0.7% of budgetANDREW RED HARRIS FOUNDATION INC — $75,000 over 3y, 14% of budgetTHE BUSCH WILDLIFE SANCTUARY INC — $65,000 over 7y, 0.4% of budgetHowardCenter Inc — $60,000 over 4y, 0.0% of budgetSEA TURTLE ADVENTURES INC — $20,000 over 3y, 4.8% of budget
    Go grantee by grantee — a decade per org, and how each moved after you funded them

    A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

    • Who funds LIVE LIKE JAKE FOUNDATION INC
    • Who funds SHELBURNE FARMS
    • Who funds CENTER FOR CREATIVE EDUCATION
    • Who funds LOGGERHEAD MARINELIFE CENTER INC
    • Who funds GREATER BURLINGTON YMCA INC
    • Who funds BURLINGTON CITY ARTS FOUNDATION INC
    • Who funds CHAMPLAIN COLLEGE INCORPORATED
    • Who funds Jupiter Hills Community Foundation Inc
    • Who funds STERN CENTER FOR LANGUAGE AND LEARNING
    • Who funds ANDREW RED HARRIS FOUNDATION INC
    • Who funds THE BUSCH WILDLIFE SANCTUARY INC
    • Who funds HowardCenter Inc
    • Who funds SEA TURTLE ADVENTURES INC

    The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

    The Morris & Bessie Altman FoundationVT13.6× affinity4 shared granteesties to 7 of 7Hover any node to trace its alignments.Compare side by side →

    Open a dossier: The Morris & Bessie Altman Foundation · The Vermont Community Foundation · Morgan Stanley Global Impact Funding Trust Inc · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Donor Advised Charitable Giving Inc · Amazonsmile Foundation

    Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

    Government reliance of your grantees

    Every dot is one organization Ann a Mergens Foundation Inc funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal, a single department, or state — and drag the year to watch it move.

    2024
    202122232425
    no gov · 50%2%8%17%30%your share of their income ↑0%15%30%45%60%share of the org’s income from governmentmedian 3%
    • HowardCenter Inc8% of income from government
    • Burlington City Arts Foundation Inc6% of income from government
    • Shelburne Farms3% of income from government
    • Center for Creative Education2% of income from government
    • Champlain College Incorporated0% of income from government
    • Stern Center for Language and Learning0% of income from government
    no gov moneyreceives it· size = income
    5get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–60%
    typical government reliance, FY2025

    Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Ann a Mergens Foundation Inc?

    Find your warmest path to Ann a Mergens Foundation Inc through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 18 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

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