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Illinois · Private foundation

Sam & Sara Mermelstein Family Foundation

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.

$62k
Granted FY2024(still arriving)
11
Grants FY2024
13
Organizations funded FY2023
31%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$2,500
Largest grant, FY2024
$20,000
Organizations funded a year
11 to 32
FY2017 to FY2023
States reached, FY2024
4
Total assets, FY2024
$997k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 31% of the organizations Sam & Sara Mermelstein Family Foundation funded were first-time grantees, receiving 17% of its grant dollars.

New vs renewed · share of each year

In FY2023, 83% of grant dollars renewed an existing relationship; $17k 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
InternationalReligionHuman ServicesHealthOther
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 arriving11$62k27%
FY202313$102k31%
FY202212$43k8%
FY202118$75k17%
FY202022$70k50%
FY201932$77k31%
FY201832$77k75%
FY201711$97kn/a
87% classified

What it funded, over time

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

Religion$285kHuman Services$142kPhilanthropy$67kEducation$31kHealth$28kInternational$13kArts & Culture$2kCivil Rights$2kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

WA
IL
MI
NY
MA
NJ
TN
TX

Top grantees

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

GranteeTotal grantedYearsShare of their budget
American Friends of Shaalei Torah Inc$147,000646%
Chicago Chesed Fund$107,60080%
Ezer Mizion$26,00031%
Cong Zichron Avos$13,0007n/a
Mifal Chesed Inc$10,3005n/a
Adi Israel Foundation Inc$6,00030%
Ne Eman Foundation USA$5,00010%
Yeshiva Bais Yisroel$2,5002n/a
Lev Berel Inc$2,50050%
Brothers for Life$2,00010%
Show all 20 grantees
All grantees of Sam & Sara Mermelstein Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
American Friends of Shaalei Torah Inc$147,000646%
Chicago Chesed Fund$107,60080%
Ezer Mizion$26,00031%
Cong Zichron Avos$13,0007n/a
Mifal Chesed Inc$10,3005n/a
Adi Israel Foundation Inc$6,00030%
Ne Eman Foundation USA$5,00010%
Yeshiva Bais Yisroel$2,5002n/a
Lev Berel Inc$2,50050%
Brothers for Life$2,00010%
Shalva Inc$1,50030%
Margolin Hebrew Academy-Yeshiva of the South$1,0002n/a
Friends of Yad Sarah Inc$1,00020%
Yeshiva Shearis Yisroel-Veitzener Cheder Inc$7501n/a
Hebrew Theological College$6401n/a
Telshe Yeshiva-Chicago Rabbinical College Telshe-Chicago$5001n/a
Chofetz Chaim Heritage Foundation$50010%
Ohr Halacha Inc$40020%
Simchas Yom Tov Inc$36010%
Arie Crown Hebrew Day School$3601n/a

Plus 47 recipients with no EIN on record ($274k), not named here.

Where it is load-bearing

Sam & Sara Mermelstein Family Foundation supplied at least a quarter of the budget for 1 of its grantees at some point. The chart plots its 12 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetAmerican Friends of Shaalei Torah Inc: $147,000 over 6y, 46% of budgetChicago Chesed Fund: $107,600 over 8y, 0.4% of budgetEzer Mizion: $26,000 over 3y, 0.6% of budgetAdi Israel Foundation Inc: $6,000 over 3y, 0.2% of budgetNe Eman Foundation USA: $5,000 over 1y, 0.1% of budgetLev Berel Inc: $2,500 over 5y, 0.0% of budgetBrothers for Life: $2,000 over 1y, 0.0% of budgetShalva Inc: $1,500 over 3y, 0.0% of budgetFriends of Yad Sarah Inc: $1,000 over 2y, 0.0% of budgetChofetz Chaim Heritage Foundation: $500 over 1y, 0.0% of budgetOhr Halacha Inc: $400 over 2y, 0.1% of budgetSimchas Yom Tov Inc: $360 over 1y, 0.1% 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 12.

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.

Jewish Communal FundNY26.4× affinity13 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Communal Fund · Jack Adjmi Family Foundation Inc · The Jmg Foundation · The Ojc Fund · Dennis and Joyce Ruben Foundation · Aj & Sl Stern Family Foundation · Zichron Chaim Charity Fund · Kehillah Jewish Education Fund · Todd a and Raphaela Stern Family Foundation · Bitton Family Foundation Inc · Jewish Federation of Metropolitan Chicago · Renaissance Charitable Foundation Inc

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 Sam & Sara Mermelstein Family Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Sam & Sara Mermelstein Family Foundation?

Find your warmest path to Sam & Sara Mermelstein Family Foundation 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 Sam & Sara Mermelstein Family Foundation

How much does Sam & Sara Mermelstein Family Foundation give?
Sam & Sara Mermelstein Family Foundation reported 11 grants totaling $62,020 in its FY2024 IRS filing. It funded between 11 and 32 organizations a year over FY2017 to FY2023.
What does Sam & Sara Mermelstein Family Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Religion (47%), Human Services (23%), Philanthropy (11%).
Who are Sam & Sara Mermelstein Family Foundation's largest grantees?
By total granted over FY2017 to FY2024: American Friends of Shaalei Torah Inc ($147k), Chicago Chesed Fund ($108k), Ezer Mizion ($26k).
Does Sam & Sara Mermelstein Family Foundation fund new organizations?
In FY2023, 31% of the organizations it funded were first-time grantees.
Does Sam & Sara Mermelstein Family Foundation 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 Sam & Sara Mermelstein Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Jewish Communal Fund, Jack Adjmi Family Foundation Inc, The Jmg Foundation.
Where is Sam & Sara Mermelstein Family Foundation based?
Sam & Sara Mermelstein Family Foundation is based in IL.

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 69 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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