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California · Private foundation

The Paul & Elisabeth Merage 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.

$2.1M
Granted FY2021
8
Grants FY2021
8
Organizations funded FY2021
0%
First-time grantees FY2021
Read the full brief

Read this first · the figures below need context

71% of The Paul & Elisabeth Merage Family Foundation’s FY2024 grant dollars went to Orange County Community Foundation, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 4 organizations directly, so a portfolio cannot be read from it. Everything below is therefore FY2021, the last year The Paul & Elisabeth Merage Family Foundation named its own grantees at scale: 6 organizations, $2M. It is dated, not current.

Organizations named directly on the return

7
’17
8
’18
6
’19
9
’20
6
’21
7
’22
7
’23
4
’24

Amber years are those where most dollars went to a sponsor.

Median grant, FY2021
$80,000
Largest grant, FY2021
$1,550,000
Organizations funded a year
8 to 12
FY2017 to FY2021
States reached, FY2021
1
Total assets, FY2021
$41M
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2021, 0% of the organizations The Paul & Elisabeth Merage Family Foundation funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2021, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’18’19’20’21
RenewedFirst-time

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

’18’19’20’21
Arts & CultureEducationHuman ServicesFood & NutritionOther
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
FY20218$2.1M0%
FY202012$2.0M33%
FY201910$2.0M20%
FY201811$1.9M45%
FY201711$1.9Mn/a
96% classified

What it funded, over time

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

Education$6.9MPhilanthropy$4.3MArts & Culture$1.8MSocial Science$1.7MInternational$400kFood & Nutrition$310kHuman Services$180kReligion$145kOther$0

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
The Merage Institute$1,655,000420%
University of California Irvine Foundation$1,111,40031%
Simbelle Productions$800,000291%
C4L Kids Foundations Inc$400,000580%
The Key Worldwide Foundation$400,0001n/a
Sage Hill School$350,00021%
Segerstrom Center for the Arts$335,88850%
Pacific Symphony$294,20060%
Orange County Museum of Art$251,00021%
El Sol Academy Foundation$205,000611%
Show all 18 grantees
All grantees of The Paul & Elisabeth Merage Family Foundation by total granted
GranteeTotal grantedYearsShare of their budget
The Merage Institute$1,655,000420%
University of California Irvine Foundation$1,111,40031%
Simbelle Productions$800,000291%
C4L Kids Foundations Inc$400,000580%
The Key Worldwide Foundation$400,0001n/a
Sage Hill School$350,00021%
Segerstrom Center for the Arts$335,88850%
Pacific Symphony$294,20060%
Orange County Museum of Art$251,00021%
El Sol Academy Foundation$205,000611%
Jewish Community Center of Orange County$145,25060%
Second Harvest Food Bank of Orange County Inc$100,00010%
St Margarets Episcopal School$50,0001n/a
The Larry and Helen Hoag Foundation$50,00011%
Orange County Music and Dance Inc$50,00011%
Choc Foundation$50,00010%
University Synagogue$45,0005n/a
Festival Of Arts Of Laguna Beach$10,00020%

Plus 8 recipients with no EIN on record ($5.2M), not named here.

Where it is load-bearing

The Paul & Elisabeth Merage Family Foundation supplied at least a quarter of the budget for 2 of its grantees at some point. The chart plots its 15 largest grantees; load-bearing ones sit top left.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetThe Merage Institute: $1,655,000 over 4y, 20% of budgetUniversity of California Irvine Foundation: $1,111,400 over 3y, 0.7% of budgetSimbelle Productions: $800,000 over 2y, 91% of budgetC4L Kids Foundations Inc: $400,000 over 5y, 80% of budgetSage Hill School: $350,000 over 2y, 0.8% of budgetSegerstrom Center for the Arts: $335,888 over 5y, 0.2% of budgetPacific Symphony: $294,200 over 6y, 0.3% of budgetOrange County Museum of Art: $251,000 over 2y, 1.4% of budgetEl Sol Academy Foundation: $205,000 over 6y, 11% of budgetJewish Community Center of Orange County: $145,250 over 6y, 0.3% of budgetSecond Harvest Food Bank of Orange County Inc: $100,000 over 1y, 0.1% of budgetThe Larry and Helen Hoag Foundation: $50,000 over 1y, 0.7% of budgetOrange County Music and Dance Inc: $50,000 over 1y, 1.4% of budgetChoc Foundation: $50,000 over 1y, 0.1% of budgetFestival Of Arts Of Laguna Beach: $10,000 over 2y, 0.5% 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 15.

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.

Orange County Community FoundationCA19.1× affinity7 shared granteesties to 8 of 8Hover any node to trace its alignments.Compare side by side →

Open a dossier: Orange County Community Foundation · Rpm Foundation · Tarsadia Foundation · Samueli Foundation · National Philanthropic Trust · The Bank of America Charitable Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile 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.

Compare The Paul & Elisabeth Merage Family Foundation with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to The Paul & Elisabeth Merage Family Foundation?

Find your warmest path to The Paul & Elisabeth Merage 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 The Paul & Elisabeth Merage Family Foundation

How much does The Paul & Elisabeth Merage Family Foundation give?
The Paul & Elisabeth Merage Family Foundation reported 8 grants totaling $2,102,375 in its FY2021 IRS filing. It funded between 8 and 12 organizations a year over FY2017 to FY2021.
What does The Paul & Elisabeth Merage Family Foundation fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (43%), Philanthropy (27%), Arts & Culture (11%).
Who are The Paul & Elisabeth Merage Family Foundation's largest grantees?
By total granted over FY2017 to FY2024: The Merage Institute ($1.7M), University of California Irvine Foundation ($1.1M), Simbelle Productions ($800k).
Does The Paul & Elisabeth Merage Family Foundation fund new organizations?
In FY2021, 0% of the organizations it funded were first-time grantees.
Does The Paul & Elisabeth Merage 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 The Paul & Elisabeth Merage Family Foundation?
Its strongest co-funders, measured against what their size predicts, include Orange County Community Foundation, Rpm Foundation, Tarsadia Foundation.
Where is The Paul & Elisabeth Merage Family Foundation based?
The Paul & Elisabeth Merage Family 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 27 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 2021, released 2021. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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