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· 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
1
States reached
$1.6M
Largest

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.

01What you fund
0164% classified

What you funded, over time

Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY20172024.

Philanthropy$6.0MEducation$2.1MArts & Culture$1.7MHuman Services$145kFood & Nutrition$100kHealth$50kOther$5.8M
02FY2021 · 8 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2021

  • $10k–50k3 grants · $62k
  • $50k–250k4 grants · $491k
  • $250k+1 grant · $1.6M
$80,000
Median grant
1
States reached
$41M
Total assets
Largest grants
RecipientAmount
UC IRVINE SHAPING THE FUTURE CAMPAIGN$1,550,000
THE MERAGE INSTITUTE$215,000
SEGERSTROM CENTER FOR THE ARTS$145,500
C4L KIDS FOUNDATIONS INC$80,000
PACIFIC SYMPHONY$50,000
EL SOL ACADEMY FOUNDATION$25,000
ORANGE COUNTY MUSEUM OF ART$24,000
JEWISH COMMUNITY CENTER OF ORANGE COUNTY$12,875
02The need
03

Do your dollars go where the need is?

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

show:

Your human-services grants (FY18–23, $145k) land where the poverty rate runs at 10%, against an area that typically sits at 9%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 9%JEWISH COMMUNITY CENTER OF ORANGE COUNTY: $42k → 10%JEWISH COMMUNITY CENTER OF ORANGE COUNTY: $26k → 10%JEWISH COMMUNITY CENTER OF ORANGE COUNTY: $26k → 10%JEWISH COMMUNITY CENTER OF ORANGE COUNTY: $26k → 10%JEWISH COMMUNITY CENTER OF ORANGE COUNTY: $13k → 10%JEWISH COMMUNITY CENTER OF ORANGE COUNTY: $13k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

93%of every dollar goes to organizations you’ve funded before.
$11M · 16 repeat orgs$810k to everyone else

16 repeat relationships — 8 still active in FY2021, 8 since wound down; 2 grantees were first funded in FY2021 (too recent to call). Read against FY2021, the last year this funder named its own grantees directly; its giving has since run through a sponsor, which reports no donor behind each grant.

How the two cohorts compare

Re-uppedFunded once

Organizations

16
8

Total granted

$11M
$710k

Median revenue growth · since first grant

+47%
+184%

Still filing today

69%
25%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 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
Arts & CultureEducationPhilanthropyHuman ServicesHealthFood & NutritionOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). 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

  • UO
    UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
    3× · 2018–2023 · $1.1M · revenue +55%
  • SH
    SAGE HILL SCHOOL
    2× · 2017–2018 · $350k · revenue +70%
  • SC
    Segerstrom Center for the Arts
    5× · 2017–2024 · $336k · revenue +57%

Funded once

  • TK
    THE KEY WORLDWIDE FOUNDATION
    one grant, 2017 · $400k
  • SH
    SECOND HARVEST FOOD BANK OF ORANGE COUNTY INC
    one grant, 2020 · $100k · revenue +3%
  • OC
    ORANGE COUNTY MUSIC AND DANCE INCgraduated
    one grant, 2020 · $50k · revenue +184%

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

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
California Institute of Contemporary Art
2
Orlando Philharmonic
3
Los Angeles International Dance Festival
4
The Sergio Franchi Music Foundation
Arts & Culture
5
The Kranzberg Arts Foundation
Arts & Culture
6
Oc Players League
Recreation & Sports
7
Orange County School of the Arts

We provide an unparalleled arts and acdademic education in a creative, challenging and nurturing environment to a diverse student body passionate about the arts, preparing them to reach their highest potential.

Education
8
The Honarkar Foundation
Public Benefit
9
Ojai Festivals Ltd

The ojai music festival serves as a creative music laboratory for pioneering new works,championing adventurous programming, and working with today's emerging artists with events during the year and the ojai music festival serves as a…

Arts & Culture
10
San Francisco Opera Association

We believe opera is a uniquely compelling, entertaining and emotionally thrilling art form. our mission is to bring together growing audiences to experience opera's transformative power.

Arts & Culture
11
House of Sol
Education
12
Armand Hammer Museum of Art and Cultural Center Inc

The hammer museum at ucla believes in the promise of art and ideas to illuminate our lives and build a more just world.

Arts & Culture

For reference, the grantee most central to the portfolio’s shape is Orange County Community Foundation and the most unlike its peers is Simbelle Productions. 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

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

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 16 of the 27 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

2
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
16/16
Grantees still filing
12/16
Grew since you first funded

Where your money sits — by cause, then by grantee

ORANGE COUNTY COMMUNITY FOUNDATION — $4,337,000 · PhilanthropyORANGE COUNTY COMMUNITY FOUNDATIONTHE MERAGE INSTITUTE — $1,655,000 · PhilanthropyTHE MERAGE INSTITUTEUC IRVINE SHAPING THE FUTURE CAMPAIGN — $4,572,800 · OtherUC IRVINE SHAPING THE FUTURE CAMPAIGNTHE KEY WORLDWIDE FOUNDATION — $400,000 · OtherTHE KEY WORLDWIDE FOUNDATIONST MARY'S — $300,000 · OtherSECOND HARVEST FOOD BANK — $210,000 · Other+8 more — $306,650 · OtherUNIVERSITY OF CALIFORNIA IRVINE FOUNDATION — $1,111,400 · EducationUNIVERSITY OF …C4L Kids Foundations Inc — $400,000 · EducationC4L Kids Found…SAGE HILL SCHOOL — $350,000 · EducationSAGE HILL SCHO…EL SOL ACADEMY FOUNDATION — $205,000 · EducationEL SOL ACADEMY…SIMBELLE PRODUCTIONS — $800,000 · Arts & CultureSIMBELLE PRO…Segerstrom Center for the Arts — $335,888 · Arts & CultureSegerstrom C…Pacific Symphony — $294,200 · Arts & CulturePacific Symp…ORANGE COUNTY MUSEUM OF ART — $251,000 · Arts & CultureORANGE COUNT…+2 more — $60,000 · Arts & CultureJEWISH COMMUNITY CENTER OF ORANGE COUNTY — $145,250 · Human ServicesSECOND HARVEST FOOD BANK OF ORANGE COUNTY INC — $100,000 · Food & NutritionCHOC FOUNDATION — $50,000 · Health
Philanthropy$5,992,000Other$5,789,450Education$2,066,400Arts & Culture$1,741,088Human Services$145,250Food & Nutrition$100,000Health$50,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetORANGE COUNTY COMMUNITY FOUNDATION — $4,337,000 over 3y, 1.4% of 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 budgetCHOC FOUNDATION — $50,000 over 1y, 0.1% of budgetORANGE COUNTY MUSIC AND DANCE INC — $50,000 over 1y, 1.4% of budgetFestival Of Arts Of Laguna Beach — $10,000 over 2y, 0.5% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

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

  • Who funds ORANGE COUNTY COMMUNITY FOUNDATION
  • Who funds THE MERAGE INSTITUTE
  • Who funds UNIVERSITY OF CALIFORNIA IRVINE FOUNDATION
  • Who funds SIMBELLE PRODUCTIONS
  • Who funds C4L Kids Foundations Inc
  • Who funds SAGE HILL SCHOOL
  • Who funds Segerstrom Center for the Arts
  • Who funds Pacific Symphony
  • Who funds ORANGE COUNTY MUSEUM OF ART
  • Who funds EL SOL ACADEMY FOUNDATION
  • Who funds JEWISH COMMUNITY CENTER OF ORANGE COUNTY
  • Who funds SECOND HARVEST FOOD BANK OF ORANGE COUNTY INC
  • Who funds THE LARRY AND HELEN HOAG FOUNDATION
  • Who funds CHOC FOUNDATION
  • Who funds ORANGE COUNTY MUSIC AND DANCE INC
  • Who funds Festival Of Arts Of Laguna Beach

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — 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

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization The Paul & Elisabeth Merage Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%6%25%56%100%your share of their income ↑0%1%3%4%5%share of the org’s income from government
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY2025

    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 your grant caused the public funding. Coverage is precision-first — a floor, not 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 12–24 months.

    05Through Plinth

    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.

    On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 27 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

    Generated from your IRS Form 990-PF e-file return for fiscal year 2021, released 2021. Filings run roughly 12–24 months behind; figures are dated accordingly.

    Source object · view filing

    More from the funding graph