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· Private foundation

The Merz Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$687k
Granted FY2025still arriving
33
Grants FY2025still arriving
11
States reached
$128k
Largest
01What it funds
0195% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2025.

Health$1.2MEnvironment$351kEducation$256kHuman Services$200kAnimals$172kScience & Tech$98kArts & Culture$84kRecreation & Sports$83kOther$0
02FY2025 · 33 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k16 grants · $45k
  • $10k–50k13 grants · $290k
  • $50k–250k4 grants · $353k
$10,000
Median grant
11
States reached
$2.9M
Total assets
Largest grants
RecipientAmount
WILLISTOWN CONSERVATION TRUST$127,500
MAYO CLINIC$120,000
PHILADELPHIA ZOO$55,000
MISTY MEADOWS MITEY RIDERS INC$50,000
EPISCOPAL ACADEMY$49,500
BROOKS REHABILITATION HOSPITAL$25,000
Individual grant recipient$25,000
BAPTIST HEALTH FOUNDATION$25,000
PAOLI HOSPITAL FOUNDATION$25,000
QUINNIPIAC UNIVERSITY$20,000
AMERICAN CANCER SOCIETY$20,000
PENN MEDICINE$20,000
THE FRANKLIN INSTITUTE$20,000
CHILDREN'S HOSPITAL OF PHILADELPHIA$20,000
CHILDREN'S SPECIALIZED HOSPITAL FOUNDATION$20,000
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:

Its human-services grants (FY20–25, $150k) land where the poverty rate runs at 7%, against an area that typically sits at 9%. 1% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 9%CARIDAD CENTER: $1k → 11%CHARITY WATER: $13k → 4%MISTY MEADOWS MITEY RIDERS INC: $50k → 7%MISTY MEADOWS MITEY RIDERS INC: $20k → 7%MISTY MEADOWS MITEY RIDES: $20k → 7%MISTY MEADOWS MITEY RIDES: $15k → 7%MISTY MEADOWS MITEY RIDES: $15k → 7%MISTY MEADOWS MITEY RIDES: $15k → 7%LCH HEALTH AND COMMUNITY SERVICES: $1k → 6%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
WA
MN
WI
NY
MA
PA
NJ
CT
CA
CO
MO
VA
MD
DE
KS
AR
TN
NC
LA
TX
FL
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.

94%of every dollar goes to organizations it has funded before.
$1.9M · 57 repeat orgs$128k to everyone else

Grantees it renews have grown median revenue +39% since the first grant, against +25% for those funded once.

57 repeat relationships: 26 still active in FY2025, 31 since wound down; 5 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

57
26

Total granted

$1.9M
$100k

Median revenue growth · since first grant

+39%
+25%

Still filing today

74%
62%

New vs renewed · share of each year

In FY2025, 95% of grant dollars renewed an existing relationship; $28k went to new ones.

50%100%’20’21’22’23’24’25
RenewedFirst-time

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

’20’21’22’23’24’25
EducationHealthArts & CultureHuman ServicesAnimalsEnvironmentOther
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

  • WC
    Willistown Conservation Trust Inc
    6× · 2020–2025 · $343k · revenue +60%
  • ZS
    ZOOLOGICAL SOCIETY OF PHILADELPHIA
    6× · 2020–2025 · $143k · revenue +7%
  • GR
    GENESIS REHABILITATION HOSPITAL INC
    3× · 2021–2025 · $105k · revenue +51%

Funded once

  • PS
    Pennsylvania Society for the Prevention of Cruelty to Animals
    one grant, 2023 · $15k · revenue +9%
  • CHARITY GLOBAL INC
    one grant, 2024 · $13k · revenue -13%
  • UO
    UNIVERSITY OF PENNSYLVANIA NEW BOLTEN CENTER
    one grant, 2023 · $10k
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
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
2
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
3
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
4
University of Maryland Physicians Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

—
5
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
6
University of Maryland Anesthesiology Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

—
7
University Hospital & Clinics Inc

The organization provides medical care to improve, maintain, and restore the health of the people in the communities we serve.

Health
8
University of Maryland Pediatric Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
9
Highmark Health

As the parent entity of a blended health organization, highmark health seeks to improve the health and well-being of the people and communities it serves by providing affordable, accessible and high-quality healthcare.

Health
10
University of Maryland Oncology Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
11
Stony Brook Internists University Faculty Practice Corporation

Provide clinical instruction to and supervision of medical school students, interns and residents and, incident thereto, rendering professional services.

Health
12
University of Maryland Surgical Associates Pa

Under the medical service plan of the university of maryland school of medicine, medical services are rendered by the members of the faculty on behalf of the school of medicine in connection with their duties to provide clinical…

Health
How this is measured
The grantee most central to the portfolio’s shape is The Bryn Mawr Hospital Foundation; the most unlike its peers is Historic Sugartown Incorporated. 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

63 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 63 of the 90 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.

0
Load-bearing (≥25% of a budget)
9
Early backer (in before they grew)
62/63
Grantees still filing
46/63
Grew since first funded

Where the money sits, by cause and then by grantee

MAYO CLINIC: $645,000 · HealthMAYO CLINICGENESIS REHABILITATION HOSPITAL INC: $105,000 · HealthGENESIS REHABILITATION HOSPITAL INCLANKENAU MEDICAL CENTER FOUNDATION: $80,000 · HealthLANKENAU MEDICAL CENTER FOUNDATIONTHE CHILDREN'S HOSPITAL OF PHILADELPHIA: $60,000 · HealthTHE CHILDREN'S HOSPITAL OF PHILADELPHIACHILDREN'S SPECIALIZED HOSPITAL FOUNDATION INC: $51,000 · HealthPAOLI MEMORIAL HOSPITAL FOUNDATION: $47,500 · HealthTHE GENESIS HEALTH FOUNDATION INC: $40,000 · Health+7 more: $90,500 · Health+7 moreIndividual grant recipient: $140,000 · OtherIndividual grant recipie…BRYN MAWR FOUNDATION: $58,000 · OtherBRYN MAWR FOUNDATIONTHE RADNOR HUNT INDOOR: $29,500 · OtherBRAVO VAIL: $26,000 · OtherVIRGINIA TECH: $24,500 · OtherPENN MEDICINE: $20,000 · OtherHARLEM LACROSSE AND LEADERSHIP CORPORATION: $52,500 · OtherHARLEM LACROSSE AND LEAD…GARY SINISE FOUNDATION: $45,000 · OtherGARY SINISE FOUNDATION+35 more: $186,000 · Other+35 moreWillistown Conservation Trust Inc: $343,000 · EnvironmentWillistown Con…+2 more: $7,300 · EnvironmentEpiscopal Academy: $82,500 · EducationEpiscopal…QUINNIPIAC UNIVERSITY: $53,000 · EducationQUINNIPIA…THE AGNES IRWIN SCHOOL: $28,500 · EducationTHE AGNES…DREXEL UNIVERSITY: $20,000 · EducationDREXEL UN…HAVERFORD SCHOOL: $8,000 · Education+8 more: $26,300 · Education+8 moreZOOLOGICAL SOCIETY OF PHILADELPHIA: $143,000 · AnimalsPennsylvania Society for the Prevention of Cruelty to Animals: $15,000 · Animals+2 more: $2,000 · AnimalsMISTY MEADOWS MITEY RIDERS INC: $135,000 · Human ServicesCHARITY GLOBAL INC: $13,000 · Human Services+3 more: $4,500 · Human ServicesTHE FRANKLIN INSTITUTE: $97,500 · Arts & CultureMUSICIANS ON CALL INC: $20,000 · Arts & CultureCREATIVETS: $10,000 · Arts & Culture+5 more: $15,000 · Arts & Culture
Health$1,119,000Other$581,500Environment$350,300Education$218,300Animals$160,000Human Services$152,500Arts & Culture$142,500

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 budgetMAYO CLINIC: $645,000 over 6y, 0.0% of budgetWillistown Conservation Trust Inc: $343,000 over 6y, 3.0% of budgetZOOLOGICAL SOCIETY OF PHILADELPHIA: $143,000 over 6y, 0.1% of budgetMISTY MEADOWS MITEY RIDERS INC: $135,000 over 6y, 4.1% of budgetGENESIS REHABILITATION HOSPITAL INC: $105,000 over 3y, 0.0% of budgetTHE FRANKLIN INSTITUTE: $97,500 over 6y, 0.1% of budgetEpiscopal Academy: $82,500 over 6y, 0.1% of budgetLANKENAU MEDICAL CENTER FOUNDATION: $80,000 over 4y, 0.2% of budgetTHE CHILDREN'S HOSPITAL OF PHILADELPHIA: $60,000 over 5y, 0.0% of budgetQUINNIPIAC UNIVERSITY: $53,000 over 4y, 0.0% of budgetHARLEM LACROSSE AND LEADERSHIP CORPORATION: $52,500 over 6y, 0.2% of budgetCHILDREN'S SPECIALIZED HOSPITAL FOUNDATION INC: $51,000 over 4y, 0.1% of budgetPAOLI MEMORIAL HOSPITAL FOUNDATION: $47,500 over 5y, 0.5% of budgetGARY SINISE FOUNDATION: $45,000 over 3y, 0.2% of budgetTHE GENESIS HEALTH FOUNDATION INC: $40,000 over 2y, 2.0% of budgetAMERICAN CANCER SOCIETY INC: $29,000 over 5y, 0.0% of budgetBaptist Health Foundation Inc: $29,000 over 2y, 0.1% of budgetTHE AGNES IRWIN SCHOOL: $28,500 over 6y, 0.0% of budgetDREXEL UNIVERSITY: $20,000 over 4y, 0.0% of budgetMUSICIANS ON CALL INC: $20,000 over 2y, 0.2% of budgetHISTORIC SUGARTOWN INCORPORATED: $17,700 over 4y, 2.4% of budgetPennsylvania Society for the Prevention of Cruelty to Animals: $15,000 over 1y, 0.1% of budgetCHESTER COUNTY FOOD BANK: $14,500 over 5y, 0.1% of budgetBethesda Hospital Foundation Inc: $14,000 over 3y, 0.1% of budgetCHARITY GLOBAL INC: $13,000 over 1y, 0.0% of budgetPhilabundance: $12,000 over 5y, 0.0% of budgetCREATIVETS: $10,000 over 1y, 1.5% of budgetMAIN LINE HEALTH INC: $10,000 over 2y, 0.1% of budgetAmerican Heart Association Inc: $8,500 over 3y, 0.0% of budgetHAVERFORD SCHOOL: $8,000 over 4y, 0.0% of budgetTRUSTEES OF THE COLLEGE OF THE HOLY CROSS: $6,500 over 2y, 0.0% of budgetTHE BARN AT SPRING BROOK FARM INC: $6,500 over 2y, 1.2% of budgetTHE FLORIDA COALITION FOR PRESERVATION INC: $5,500 over 3y, 1.8% of budgetTHE PISTON FOUNDATION INC: $5,000 over 1y, 1.2% of budgetTHE BRYN MAWR HOSPITAL FOUNDATION: $5,000 over 1y, 0.1% of budgetPENNSYLVANIA ACADEMY OF THE FINE ARTS: $4,800 over 2y, 0.0% of budgetPHILADELPHIA ORCHESTRA ASSOCIATION: $4,500 over 2y, 0.0% of budgetINTERNATIONAL COMMUNITY FOUNDATION: $4,000 over 2y, 0.0% of budgetRPM FOUNDATION: $4,000 over 1y, 1.8% of budgetPHILADELPHIA MUSEUM OF ART: $3,000 over 2y, 0.0% of budgetHOPE PARTNERSHIP FOR EDUCATION: $3,000 over 1y, 0.2% of budgetAMERICAN KIDNEY FUND INC: $3,000 over 2y, 0.0% of budgetPottstown Cluster of Religious Communiti: $3,000 over 3y, 0.0% of budgetEXPERIENCE CAMPS: $3,000 over 1y, 0.1% of budgetWayne Art Center: $3,000 over 4y, 0.1% of budgetWOUNDED WARRIOR PROJECT INC: $2,500 over 3y, 0.0% of budgetHABITAT FOR HUMANITY OF CHESTER COUNTY: $2,500 over 3y, 0.0% of budgetTHE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY: $2,500 over 3y, 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 MAYO CLINIC ↗
  • Who funds Willistown Conservation Trust Inc ↗
  • Who funds ZOOLOGICAL SOCIETY OF PHILADELPHIA ↗
  • Who funds MISTY MEADOWS MITEY RIDERS INC ↗
  • Who funds GENESIS REHABILITATION HOSPITAL INC ↗
  • Who funds THE FRANKLIN INSTITUTE ↗
  • Who funds Episcopal Academy ↗
  • Who funds LANKENAU MEDICAL CENTER FOUNDATION ↗
  • Who funds THE CHILDREN'S HOSPITAL OF PHILADELPHIA ↗
  • Who funds QUINNIPIAC UNIVERSITY ↗
  • Who funds HARLEM LACROSSE AND LEADERSHIP CORPORATION ↗
  • Who funds CHILDREN'S SPECIALIZED HOSPITAL FOUNDATION INC ↗
  • Who funds PAOLI MEMORIAL HOSPITAL FOUNDATION ↗
  • Who funds GARY SINISE FOUNDATION ↗
  • Who funds THE GENESIS HEALTH FOUNDATION INC ↗
  • Who funds AMERICAN CANCER SOCIETY INC ↗
  • Who funds Baptist Health Foundation Inc ↗
  • Who funds THE AGNES IRWIN SCHOOL ↗
  • Who funds DREXEL UNIVERSITY ↗
  • Who funds MUSICIANS ON CALL INC ↗
  • Who funds HISTORIC SUGARTOWN INCORPORATED ↗
  • Who funds Pennsylvania Society for the Prevention of Cruelty to Animals ↗
  • Who funds CHESTER COUNTY FOOD BANK ↗
  • Who funds Bethesda Hospital Foundation Inc ↗
  • Who funds CHARITY GLOBAL INC ↗
  • Who funds Philabundance ↗
  • Who funds CREATIVETS ↗
  • Who funds MAIN LINE HEALTH INC ↗
  • Who funds American Heart Association Inc ↗
  • Who funds HAVERFORD SCHOOL ↗

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.

Chester County Community FoundationPA23.7× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Chester County Community Foundation · Hamilton Family Foundation · Claneil Foundation Inc · E Murdoch Family Foundation · Chubb Charitable Foundation · Ethel D Colket Foundation · The William Penn Foundation · The Philadelphia Foundation · First Cornerstone Foundation Inc-Ima · Connelly Foundation · United Way of Greater Philadelphia and Southern New Jersey · Simkiss Family Foundation

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 The Merz Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Merz Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 80%0%1%3%5%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 0%
  • Quinnipiac University: 0% of income from government
  • Genesis Rehabilitation Hospital Inc: 0% of income from government
  • Caridad Center Inc: 0% of income from government
  • Wounded Warrior Project Inc: 0% of income from government
no gov moneyreceives it· size = income
8get no government money at all
14report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
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.

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 90 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 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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