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California · Private foundation

The Carol L Merlone Educational 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.

$737k
Granted FY2024(still arriving)
24
Grants FY2024
13
Organizations funded FY2023
38%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$5,000
Largest grant, FY2024
$299,246
Organizations funded a year
5 to 13
FY2020 to FY2023
States reached, FY2024
11
Total assets, FY2024
$2.6M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 38% of the organizations The Carol L Merlone Educational Foundation funded were first-time grantees, receiving 66% of its grant dollars.

New vs renewed · share of each year

In FY2023, 34% of grant dollars renewed an existing relationship; $193k went to new ones.

50%100%’21’22’23
RenewedFirst-time

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

’21’22’23
EducationOther
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 arriving18$403k33%
FY202313$292k38%
FY202211$331k36%
FY202110$364k50%
FY20205$86kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Education$2.1MYouth Development$63kRecreation & Sports$13kHealth$10k

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

NH
IL
MI
NY
MA
PA
CT
CA
MO
NC
DC

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Sigma Nu Alumni Scholarship Fund$423,816343%
Trustees of Boston College$45,00050%
Georgetown University$45,00040%
Duke University$25,00040%
Washington University$25,00040%
Trinity College$15,42630%
Pitzer College$15,00020%
Yale University$15,0002n/a
Harvey Mudd College$15,00020%
Northwestern University$13,33210%
Show all 13 grantees
All grantees of The Carol L Merlone Educational Foundation by total granted
GranteeTotal grantedYearsShare of their budget
Sigma Nu Alumni Scholarship Fund$423,816343%
Trustees of Boston College$45,00050%
Georgetown University$45,00040%
Duke University$25,00040%
Washington University$25,00040%
Trinity College$15,42630%
Pitzer College$15,00020%
Yale University$15,0002n/a
Harvey Mudd College$15,00020%
Northwestern University$13,33210%
Skidmore College$10,00010%
University of Michigan$10,00012%
Barnard College$50010%

What it could do for these grantees

Plus 12 recipients with no EIN on record ($818k), not named here.

Where it is load-bearing

The Carol L Merlone Educational 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$10M$100Mgrantee revenue →↑ funder's share of their budgetSigma Nu Alumni Scholarship Fund: $423,816 over 3y, 43% of budgetTrustees of Boston College: $45,000 over 5y, 0.0% of budgetGeorgetown University: $45,000 over 4y, 0.0% of budgetDuke University: $25,000 over 4y, 0.0% of budgetWashington University: $25,000 over 4y, 0.0% of budgetTrinity College: $15,426 over 3y, 0.0% of budgetPitzer College: $15,000 over 2y, 0.0% of budgetHarvey Mudd College: $15,000 over 2y, 0.0% of budgetNorthwestern University: $13,332 over 1y, 0.0% of budgetSkidmore College: $10,000 over 1y, 0.0% of budgetUniversity of Michigan: $10,000 over 1y, 2.1% of budgetBarnard College: $500 over 1y, 0.0% 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.

Compare The Carol L Merlone Educational Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Carol L Merlone Educational Foundation?

Find your warmest path to The Carol L Merlone Educational 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 The Carol L Merlone Educational Foundation

How much does The Carol L Merlone Educational Foundation give?
The Carol L Merlone Educational Foundation reported 24 grants totaling $737,444 in its FY2024 IRS filing. It funded between 5 and 13 organizations a year over FY2020 to FY2023.
What does The Carol L Merlone Educational Foundation fund?
By grant dollars over FY2020 to FY2024, its largest causes are Education (96%), Youth Development (3%), Recreation & Sports (1%).
Who are The Carol L Merlone Educational Foundation's largest grantees?
By total granted over FY2020 to FY2024: Sigma Nu Alumni Scholarship Fund ($424k), Trustees of Boston College ($45k), Georgetown University ($45k).
Does The Carol L Merlone Educational Foundation fund new organizations?
In FY2023, 38% of the organizations it funded were first-time grantees.
Does The Carol L Merlone Educational 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.
Where is The Carol L Merlone Educational Foundation based?
The Carol L Merlone Educational Foundation is based in CA.

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 31 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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