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Montana · Private foundation

Merlin Foundation Inc

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$363k
Granted FY2024(still arriving)
46
Grants FY2024
46
Organizations funded FY2023
28%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$5,000
Largest grant, FY2024
$32,500
Organizations funded a year
18 to 46
FY2017 to FY2023
States reached, FY2024
10
Total assets, FY2024
$7.0M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 28% of the organizations Merlin Foundation Inc funded were first-time grantees, receiving 23% of its grant dollars.

New vs renewed · share of each year

In FY2023, 77% of grant dollars renewed an existing relationship; $77k went to new ones.

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

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

’18’19’20’21’22’23
EnvironmentAnimalsHuman ServicesHealthEducationRecreation & SportsOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving45$333k16%
FY202346$326k28%
FY202236$211k25%
FY202130$179k43%
FY202027$157k48%
FY201927$94k44%
FY201818$65k56%
FY201718$54kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Environment$482kEducation$278kAnimals$200kArts & Culture$93kHuman Services$91kFood & Nutrition$68kPhilanthropy$59kScience & Tech$51kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ME
WA
ID
MT
MI
NY
MA
OR
CA
CO
VA
MD
TN
HI
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 70 grantees
All grantees of Merlin Foundation Inc by total granted
GranteeTotal grantedYearsShare of their budget
The University of Montana Foundation$105,00060%
Hana Retreat$100,10085%
Conservation International Foundation$95,00050%
Bird Alliance of Oregon Inc$45,00050%
The David Sheldrick Wildlife Trust USA Inc$42,00040%
Sussex School Inc$37,10041%
The Roxy Theater$37,00061%
Blackfoot Challenge Inc$35,10071%
Owl Research Institute Inc$31,50063%
Explorationworks Inc$29,25081%
Missoula Food Bank & Community Center$28,00050%
Youth Homes$25,00030%
Montana Bicycle Guild$24,00064%
Friendship Center of Helena Inc$23,10060%
Childrens Museum of Bozeman Inc$22,00051%
The Carl Safina Center Inc the Safina Center$21,50041%
Nestucca Neskowin Watershed Council$21,00042%
Girls Thrive Inc$21,00068%
The Montana Land Reliance$20,00020%
Helena Food Share Inc$20,00050%
The People's Fund$20,00021%
Community Food and Agriculture Coalition$19,50051%
Ecology Project International$17,50070%
Yellowstone Forever$17,50040%
Union Gospel Mission of Missoula$15,00021%
Wild Skies Raptor Center Inc$15,00037%
Wild Salmon Center$14,60040%
Missoula Butterfly House and Insectarium$13,00031%
Montana Environmental Information Center$12,00011%
Montana Audubon$11,50050%
Advocates for the West Inc$11,50030%
Sarara Institute$11,00020%
The Trust for Public Land$11,00030%
Save Our Wild Salmon$10,50032%
Ecotrust$10,00020%
Missoula Interfaith Collaborative$10,00011%
Homeword Inc$10,00010%
The Orion Society Inc$10,00011%
The Dollywood Foundation$10,00030%
Oceanic Preservation Society$9,00030%
Seven Capes Bird Alliance$9,00032%
Family Promise of Greater Helena Inc$9,00021%
Casting for Recovery$9,00020%
Hawaiian Islands Land Trust$8,50010%
Sierra Club Foundation$7,00020%
Working Dogs For Conservation Found$7,00020%
Greater Yellowstone Coalition$6,00020%
Hui Hooleimaluo$6,00010%
Northern Plains Resource Council$6,00020%
Five Valleys Land Trust$6,00020%
High Country News$5,00020%
Climate Smart Missoula Inc$5,00014%
University of Michigan$5,00011%
Arlee Rehabilitation Center$5,0001n/a
Mercy for Animals Inc$5,00010%
The Pulp$5,00012%
Maine Inside Out$5,00010%
Prickly Pear Land Trust$4,25020%
Independent Feature Project Inc$2,50010%
Wildaid Inc$2,10010%
Karuna-Shechen USA$2,00010%
Send It$2,00011%
Social and Environmental Entrepreneurs (See) Inc$2,00010%
Animal Wonders Inc$2,00013%
Montana Trout Unlimited$2,00010%
Montana Wilderness Association$2,00020%
Clark Fork Coalition$1,50010%
Raptors of the Rockies$1,0001n/a
Western Environmental Law Center$1,00010%
Yellowstone Park Foundation$1,0001n/a

What it could do for these grantees

Plus 25 recipients with no EIN on record ($244k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Merlin Foundation Inc supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe University of Montana Foundation: $105,000 over 6y, 0.1% of budgetHana Retreat: $100,100 over 8y, 4.8% of budgetConservation International Foundation: $95,000 over 5y, 0.0% of budgetBird Alliance of Oregon Inc: $45,000 over 5y, 0.3% of budgetThe David Sheldrick Wildlife Trust USA Inc: $42,000 over 4y, 0.2% of budgetSussex School Inc: $37,100 over 4y, 0.8% of budgetThe Roxy Theater: $37,000 over 6y, 0.7% of budgetBlackfoot Challenge Inc: $35,100 over 7y, 0.5% of budgetOwl Research Institute Inc: $31,500 over 6y, 2.7% of budgetExplorationworks Inc: $29,250 over 8y, 0.5% of budgetMissoula Food Bank & Community Center: $28,000 over 5y, 0.2% of budgetYouth Homes: $25,000 over 3y, 0.2% of budgetMontana Bicycle Guild: $24,000 over 6y, 4.2% of budgetFriendship Center of Helena Inc: $23,100 over 6y, 0.5% of budgetChildrens Museum of Bozeman Inc: $22,000 over 5y, 1.3% of budgetThe Carl Safina Center Inc the Safina Center: $21,500 over 4y, 1.5% of budgetNestucca Neskowin Watershed Council: $21,000 over 4y, 1.9% of budgetGirls Thrive Inc: $21,000 over 6y, 7.9% of budgetThe Montana Land Reliance: $20,000 over 2y, 0.0% of budgetHelena Food Share Inc: $20,000 over 5y, 0.1% of budgetThe People's Fund: $20,000 over 2y, 0.7% of budgetCommunity Food and Agriculture Coalition: $19,500 over 5y, 0.8% of budgetEcology Project International: $17,500 over 7y, 0.3% of budgetYellowstone Forever: $17,500 over 4y, 0.0% of budgetUnion Gospel Mission of Missoula: $15,000 over 2y, 0.6% of budgetWild Skies Raptor Center Inc: $15,000 over 3y, 6.7% of budgetWild Salmon Center: $14,600 over 4y, 0.1% of budgetMissoula Butterfly House and Insectarium: $13,000 over 3y, 1.2% of budgetMontana Environmental Information Center: $12,000 over 1y, 1.3% of budgetMontana Audubon: $11,500 over 5y, 0.2% of budgetAdvocates for the West Inc: $11,500 over 3y, 0.4% of budgetSarara Institute: $11,000 over 2y, 0.4% of budgetThe Trust for Public Land: $11,000 over 3y, 0.0% of budgetSave Our Wild Salmon: $10,500 over 3y, 2.0% of budgetEcotrust: $10,000 over 2y, 0.1% of budgetMissoula Interfaith Collaborative: $10,000 over 1y, 0.8% of budgetHomeword Inc: $10,000 over 1y, 0.1% of budgetThe Orion Society Inc: $10,000 over 1y, 0.6% of budgetThe Dollywood Foundation: $10,000 over 3y, 0.0% of budgetOceanic Preservation Society: $9,000 over 3y, 0.4% of budgetSeven Capes Bird Alliance: $9,000 over 3y, 2.0% of budgetFamily Promise of Greater Helena Inc: $9,000 over 2y, 1.3% of budgetCasting for Recovery: $9,000 over 2y, 0.2% of budgetHawaiian Islands Land Trust: $8,500 over 1y, 0.2% of budgetSierra Club Foundation: $7,000 over 2y, 0.0% of budgetWorking Dogs For Conservation Found: $7,000 over 2y, 0.4% of budgetGreater Yellowstone Coalition: $6,000 over 2y, 0.1% of budgetHui Hooleimaluo: $6,000 over 1y, 0.4% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 67.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Dennis & Phyllis Washington FoundationMT40.3× affinity18 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Dennis & Phyllis Washington Foundation · First Interstate BancSystem Foundation Inc · The High Stakes Foundation · Patagoniaorg · Montana Community Foundation Inc · The Llewellyn Foundation · Cross Charitable Foundation Attn John R Clark · Treacy Foundation · Town Pump Charitable Foundation · The Fanwood Foundation · Otto Bremer Trust · Elizabeth Wakeman Henderson Charitable Foundation Xxx-Xx-Xxxx

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Merlin Foundation Inc with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Merlin Foundation Inc?

Find your warmest path to Merlin 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.

About Merlin Foundation Inc

How much does Merlin Foundation Inc give?
Merlin Foundation Inc reported 46 grants totaling $363,000 in its FY2024 IRS filing. It funded between 18 and 46 organizations a year over FY2017 to FY2023.
What does Merlin Foundation Inc fund?
By grant dollars over FY2017 to FY2024, its largest causes are Environment (33%), Education (19%), Animals (14%).
Who are Merlin Foundation Inc's largest grantees?
By total granted over FY2017 to FY2024: The University of Montana Foundation ($105k), Hana Retreat ($100k), Conservation International Foundation ($95k).
Does Merlin Foundation Inc fund new organizations?
In FY2023, 28% of the organizations it funded were first-time grantees.
Does Merlin Foundation Inc accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Merlin Foundation Inc?
Its strongest co-funders, measured against what their size predicts, include Dennis & Phyllis Washington Foundation, First Interstate BancSystem Foundation Inc, The High Stakes Foundation.
Where is Merlin Foundation Inc based?
Merlin Foundation Inc is based in MT.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 96 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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