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· 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 FY2024still arriving
11
Grants FY2024still arriving
4
States reached
$20k
Largest
01What it funds
0187% 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
02FY2024 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k9 grants · $24k
  • $10k–50k2 grants · $38k
$2,500
Median grant
4
States reached
$997k
Total assets
Largest grants
RecipientAmount
EZER MITZION$20,000
MISC ORGANIZED CHARITIES$18,020
AMERICAN FRIENDS OF DARCHEI NOAM$4,800
CHICAGO CHESED FUND$3,800
Individual grant recipient$2,800
CONG ZICHRON AVOS$2,500
WOMENS LEAGUE FOR COMM SRVCS$2,500
BROTHERS FOR LIFE$2,000
AMERICAN FRIENDS OF SHALVA$2,000
MIFAL CHESED$1,800
BMBA$1,800
02The need
03

Does the money reach high-need areas?

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

show:

Its human-services grants (FY17–24, $109k) land where the poverty rate runs at 14%, against an area that typically sits at 10%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%CHICAGO CHESED FUND: $24k → 14%CHICAGO CHESED FUND: $20k → 14%CHICAGO CHESED FUND: $18k → 14%CHICAGO CHESED FUND: $18k → 14%CHICAGO CHESED FUND: $16k → 14%CHICAGO CHESED FUND: $6k → 14%CHICAGO CHESED FUND: $4k → 14%CHICAGO CHESED FUND: $3k → 14%SHALVA: $500 → 14%SHALVA: $500 → 14%SHALVA: $500 → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

WA
IL
MI
NY
MA
NJ
TN
TX
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

93%of every dollar goes to organizations it has funded before.
$558k · 37 repeat orgs$44k to everyone else

Grantees it renews have grown median revenue +62% since the first grant, against -1% for those funded once.

37 repeat relationships: 8 still active in FY2024, 29 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

37
27

Total granted

$558k
$38k

Median revenue growth · since first grant

+62%
-1%

Still filing today

22%
7%

New vs renewed · share of each year

In FY2024, 90% of grant dollars renewed an existing relationship; $7k went to new ones.

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

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

’17’18’19’20’21’22’23’24
InternationalReligionHuman ServicesPhilanthropyHealthArts & CultureOther
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.

Backed again, and grew

  • CC
    CHICAGO CHESED FUND
    8× · 2017–2024 · $108k · revenue +87%
  • LB
    LEV BEREL INC
    5× · 2018–2022 · $3k · revenue +21%
  • SI
    SHALVA INC
    3× · 2018–2020 · $2k · revenue +62%

Funded once

  • IG
    Individual grant recipient
    one grant, 2023 · $8k
  • AF
    AM FRIENDS OF PONEVITCH YESHIVA
    one grant, 2019 · $7k
  • NE
    NE EMAN FOUNDATION USA
    one grant, 2023 · $5k · revenue -7%
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Sherit Isroel
—
2
American Friends of Ish El Rayahu

To promote, benefit, and support Jewish religious, charitable & educational activities in Israel and the USA.

Religion
3
Zohar Hatorah Inc

Religious School

Religion
4
American Friends of Zvi Latzadik Dba Breslov Research Institute Jerusalem

To foster jewish religious education and disseminate the teachings of rabbi nachman of breslov through publication and distribution of books and cds, as well as seminars, lectures and study groups.

International
5
Friends of Jerusalem

Friends of Jerusalem's mission is to provide assistance to the needs and indigent living in Jerusalem and all of Israel.

Human Services
6
The Shalem Foundation

To promote and foster the creation of a zionist intellectual infrastructure for the state of israel, the development of a jewish national culture, and the establishment and promotion of intellectual and economic liberty.

Crime & Legal
7
American Friends of Birkat Haaretz Inc

The purpose of Birkat Haaretz is to promote the laws of shmitta accordance to Jewish law.

Religion
8
American Friends of Oseh Chayil

To further jewish education in israel

Religion
9
Israel Select Charity Fund Inc

Helping individuals and organizations with great needs and little resources and with often few options.

Human Services
10
Ohr Meir Ubracha

The organization provides financial assistance to victims of acts of terrorism in the state of israel.

Philanthropy
11
Yeshiva Ohr Yisroel
Philanthropy
12
Zichron Tzvi Elimelech

Assists thousands of needy individuals, families and multiplecharities in Israel and North America.

—
How this is measured
The grantee most central to the portfolio’s shape is Pef Israel Endowment Funds Inc; the most unlike its peers is American Friends of Shaalei Torah Inc. 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

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 14 of the 69 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
13/14
Grantees still filing
8/14
Grew since first funded

Where the money sits, by cause and then by grantee

MISC ORGANIZED CHARITIES: $61,412 · OtherMISC ORGANIZED CHARITIESVAR MISC ORGANIZED CHARITIES: $29,224 · OtherVAR MISC ORGANIZED CHARITIESAMERICAN FRIENDS OF DARCHEI NOAM: $24,700 · OtherAMERICAN FRIENDS OF DARCHEI NOAMBMBA: $19,800 · OtherBMBAFRIENDS OF TIFERES TZION: $16,000 · OtherCONG ZICHRON AVOS: $13,000 · OtherIndividual grant recipient: $11,002 · OtherAMERICAN FRIENDS OF MIFAL HACHESED: $10,900 · OtherAMAERICAN FRIENDS OF DARCHEI NOAM: $10,800 · OtherMIFAL CHESED INC: $10,300 · Other+46 more: $96,212 · Other+46 moreAmerican Friends of Shaalei Torah Inc: $147,000 · PhilanthropyAmerican Friends of Shaalei…+1 more: $1,000 · PhilanthropyCHICAGO CHESED FUND: $107,600 · Human ServicesCHICAGO CHESED FUND+1 more: $1,500 · Human ServicesEZER MIZION: $26,000 · InternationalAdi Israel Foundation Inc: $6,000 · InternationalNE EMAN FOUNDATION USA: $5,000 · InternationalLEV BEREL INC: $2,500 · ReligionCHOFETZ CHAIM HERITAGE FOUNDATION: $500 · ReligionOhr Halacha Inc: $400 · ReligionFRIENDS OF MOSDOT GOOR: $3,000 · EducationBrothers for Life: $2,000 · Arts & CultureFRIENDS OF YAD SARAH INC: $1,000 · Health
Other$303,350Philanthropy$148,000Human Services$109,100International$37,000Religion$3,400Education$3,000Arts & Culture$2,000Health$1,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee 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 budgetFRIENDS OF MOSDOT GOOR: $3,000 over 1y, 0.0% 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 budgetPEF ISRAEL ENDOWMENT FUNDS INC: $1,000 over 2y, 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
Grantee by grantee: a decade per organization, before and after funding

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

  • Who funds American Friends of Shaalei Torah Inc ↗
  • Who funds CHICAGO CHESED FUND ↗
  • Who funds EZER MIZION ↗
  • Who funds Adi Israel Foundation Inc ↗
  • Who funds NE EMAN FOUNDATION USA ↗
  • Who funds FRIENDS OF MOSDOT GOOR ↗
  • Who funds LEV BEREL INC ↗
  • Who funds Brothers for Life ↗
  • Who funds SHALVA INC ↗

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.

How much its grantees rely on government

Each dot is one organization Sam & Sara Mermelstein Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Sam & Sara Mermelstein Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 30%3%10%23%40%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →
    no gov moneyreceives it· size = income
    3get no government money at all
    1report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–50%
    typical government reliance, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.
    05Through Plinth

    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.

    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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