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· 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 FY2024still arriving
24
Grants FY2024still arriving
11
States reached
$299k
Largest
01What it funds
01100% 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
02FY2024 · 24 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k14 grants · $63k
  • $10k–50k6 grants · $73k
  • $50k–250k3 grants · $302k
  • $250k+1 grant · $299k
$5,000
Median grant
11
States reached
$2.6M
Total assets
Largest grants
RecipientAmount
UCLA FOUNDATION$299,246
SIGMA NU ALUMNI SCHOLARHSHIP FUND$164,640
UC REGENTS$74,999
KARMA CLUB TEENS$62,500
STANFORD UNIVERSITY$15,000
GEORGETOWN UNIVERSITY$15,000
Northwestern University$13,332
SKIDMORE COLLEGE$10,000
University of Michigan$10,000
Massachusetts Institute of Technology$10,000
DARTMOUTH COLLEGE$8,333
UC SAN DIEGO$5,000
BOSTON COLLEGE$5,000
DUKE UNIVERSITY$5,000
COLUMBIA UNIVERSITY$5,000
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:

Dollar for dollar, its grants (FY20–24) land where the poverty rate runs at 13%, against an area that typically sits at 11%. 82% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%BOSTON COLLEGE: $15k → 7%Massachusetts Institute of Technology: $10k → 8%STANFORD UNIVERSITY: $15k → 8%KARMA CLUB TEENS: $63k → 8%CAMPOLINDO HIGH SCHOOL: $25k → 9%UC REGENTS: $75k → 10%UNIVERSITY OF CALIFORNIA SAN DIEGO: $7k → 11%UNIVERSITY OF CALIFORNIA LOS ANGELES: $72k → 14%SKIDMORE COLLEGE: $10k → 7%COLUMBIA UNIVERSITY: $5k → 17%GEORGETOWN UNIVERSITY: $15k → 14%University of Michigan: $10k → 14%TRINITY COLLEGE: $10k → 11%DUKE UNIVERSITY: $10k → 11%Northwestern University: $13k → 14%DARTMOUTH COLLEGE: $10k → 10%BOSTON COLLEGE: $10k → 7%STANFORD UNIVERSITY: $8k → 8%UC REGENTS: $53k → 10%UNIVERSITY OF CALIFORNIA SAN DIEGO: $7k → 11%UNIVERSITY OF SOUTHERN CALIFORNIA: $10k → 14%GEORGETOWN UNIVERSITY: $15k → 14%DUKE UNIVERSITY: $5k → 11%DARTMOUTH COLLEGE: $8k → 10%BOSTON COLLEGE: $5k → 7%STANFORD UNIVERSITY: $7k → 8%UC REGENTS: $53k → 10%UC SAN DIEGO: $5k → 11%UNIVERSITY OF CALIFORNIA LOS ANGELES: $12k → 14%GEORGETOWN UNIVERSITY: $10k → 14%DUKE UNIVERSITY: $5k → 11%DARTMOUTH COLLEGE: $7k → 10%STANFORD UNIVERSITY: $5k → 8%UNIVERSITY OF CALIFORNIA SAN DIEGO: $5k → 11%UNIVERSITY OF SOUTHERN CALIFORNIA: $10k → 14%UNIVERSITY OF CALIFORNIA LOS ANGELES: $7k → 14%UNIVERSITY OF SOUTHER CALIFORNIA: $10k → 14%UNIVERSITY OF CALIFORNIA LOS ANGELES: $7k → 14%N HOLLYWOOD HIGH SCHOOL: $50k → 14%UCLA FOUNDATION: $299k → 14%UCLA FOUNDATION: $250k → 14%UCLA FOUNDATION: $50k → 14%HARVEY MUDD: $10k → 14%SIGMA NU ALUMNI SCHOLARSHIP FUND: $186k → 14%SIGMA NU ALUMNI SCHOLARSHIP FUND: $186k → 14%SIGMA NU ALUMNI SCHOLARHSHIP FUND: $165k → 14%SIGMA NU ALUMNI SCHOLARHSHIP FUND: $162k → 14%SIGMA NU ALUMNI SCHOLARSHIP FUND: $53k → 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

NH
IL
MI
NY
MA
PA
CT
CA
MO
NC
DC
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.

87%of every dollar goes to organizations it has funded before.
$1.3M · 14 repeat orgs$190k to everyone else

Grantees it renews have grown median revenue +21% since the first grant, against +13% for those funded once.

14 repeat relationships: 12 still active in FY2024, 2 since wound down; 6 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

14
5

Total granted

$1.3M
$86k

Median revenue growth · since first grant

+21%
+13%

Still filing today

57%
20%

New vs renewed · share of each year

In FY2024, 74% of grant dollars renewed an existing relationship; $104k went to new ones.

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

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

’20’21’22’23’24
EducationRecreation & 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.

Backed again, and grew

  • SN
    Sigma Nu Alumni Scholarship Fund
    3× · 2020–2022 · $424k · revenue +203% · 43% of their budget
  • TRUSTEES OF BOSTON COLLEGE
    5× · 2020–2024 · $45k · revenue +50%
  • GEORGETOWN UNIVERSITY
    4× · 2021–2024 · $45k · revenue +34%

Funded once

  • NH
    N HOLLYWOOD HIGH SCHOOL
    one grant, 2021 · $50k
  • CH
    CAMPOLINDO HIGH SCHOOL
    one grant, 2022 · $25k
  • BU
    BOCCONI UNIVERSITY
    one grant, 2022 · $5k
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
University of Miami

See Form 990, Part I, Line 1, Description of Organization Mission.

Education
2
Western New England University

Western new england university, a comprehensive private institution with a tradition of excellence in teaching and scholarship and a commitment to service, awards undergraduate, master's, and doctoral degrees in various departments from…

Education
3
Lehigh University

The university's goal in the coming decade is to advance learning through the integration of teaching, research and service to others. the core of this goal is to prepare graduates to engage with the world and lead lives of meaning. to do…

Education
4
Trustees of Dartmouth College

Dartmouth College educates the most promising students and prepares them for a lifetime of learning and of responsible leadership, through a faculty dedicated to teaching and the creation of knowledge.

Education
5
Trustees of Boston University

Organization's mission: boston university is an international, comprehensive, private research university, committed to educating students to be reflective, resourceful individuals ready to live, adapt, and lead in an interconnected world.…

—
6
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
7
The Trustees of Princeton University

Research, education and general - princeton university is a private not-for-profit, non-sectarian institution of higher learning with approximately 5,700 undergraduate and 3,300 graduate students. 2,500 students graduated in the 2024-2025…

Education
8
Trustees of Tufts College

Education and Research

Education
9
Marquette University

As a Catholic, Jesuit university our mission is to search for truth, discover shareknowledge, foster personal professional excellence, promote a life of faith and developleadership expressed in service to others. See Schedule O.

Education
10
The Catholic University of America

As the national university of the catholic church in the united states, founded and sponsored by the bishops of the country with the approval of the holy see, the catholic university of america is committed to being a comprehensive…

Education
11
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
12
Bar Ilan University in Israel Inc

Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.

—
How this is measured
The grantee most central to the portfolio’s shape is Georgetown University; the most unlike its peers is Sigma Nu Alumni Scholarship Fund. 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

18 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. 18 of the 31 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)
1
Early backer (in before they grew)
18/18
Grantees still filing
14/18
Grew since first funded

Where the money sits, by cause and then by grantee

Sigma Nu Alumni Scholarship Fund: $423,816 · OtherSigma Nu Alumni Scholarship FundSIGMA NU ALUMNI SCHOLARHSHIP FUND: $326,690 · OtherSIGMA NU ALUMNI SCHOLARHSHIP FUNDUC REGENTS: $181,665 · OtherUC REGENTSUNIVERSITY OF CALIFORNIA LOS ANGELES: $99,998 · OtherUNIVERSITY OF CALIFORNIA LOS ANGELESKARMA CLUB TEENS: $62,500 · OtherN HOLLYWOOD HIGH SCHOOL: $50,000 · Other+9 more: $121,665 · Other+9 moreUCLA FOUNDATION: $599,246 · EducationUCLA FOUNDATIONTRUSTEES OF BOSTON COLLEGE: $45,000 · EducationGEORGETOWN UNIVERSITY: $45,000 · EducationUNIVERSITY OF SOUTHERN CALIFORNIA: $35,000 · EducationTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $34,999 · Education+10 more: $124,459 · Education+10 moreNorthwestern University: $13,332 · Recreation & Sports
Other$1,266,334Education$883,704Recreation & Sports$13,332

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 budgetUCLA FOUNDATION: $599,246 over 3y, 0.0% of 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 budgetUNIVERSITY OF SOUTHERN CALIFORNIA: $35,000 over 4y, 0.0% of budgetTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $34,999 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 budgetMassachusetts Institute of Technology: $10,000 over 1y, 0.0% of budgetSKIDMORE COLLEGE: $10,000 over 1y, 0.0% of budgetUniversity of Michigan: $10,000 over 1y, 2.1% of budgetTHE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK: $5,000 over 1y, 0.0% of budgetTRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: $3,533 over 2y, 0.0% of budgetBARNARD COLLEGE: $500 over 1y, 0.0% 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 UCLA FOUNDATION ↗
  • Who funds Sigma Nu Alumni Scholarship Fund ↗
  • Who funds TRUSTEES OF BOSTON COLLEGE ↗
  • Who funds GEORGETOWN UNIVERSITY ↗
  • Who funds UNIVERSITY OF SOUTHERN CALIFORNIA ↗
  • Who funds THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY ↗
  • Who funds DUKE UNIVERSITY ↗
  • Who funds WASHINGTON UNIVERSITY ↗
  • Who funds TRINITY COLLEGE ↗
  • Who funds Pitzer College ↗
  • Who funds Harvey Mudd College ↗
  • Who funds Northwestern University ↗
  • Who funds Massachusetts Institute of Technology ↗
  • Who funds SKIDMORE COLLEGE ↗
  • Who funds University of Michigan ↗
  • Who funds THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK ↗
  • Who funds TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ↗
  • Who funds BARNARD COLLEGE ↗

How much its grantees rely on government

Each dot is one organization The Carol L Merlone Educational Foundation funds: left to right is the share of its income from government, bottom to top the share from The Carol L Merlone Educational Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%3%13%28%50%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →median 3%
  • Massachusetts Institute of Technology: 35% of income from government
  • Trustees of Boston College: 3% of income from government
  • Trinity College: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
0rely on government for over half their income
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 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.

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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