Andre & Katherine Merage Foundation
Andre & Katherine Merage Foundation is a private foundation, based in Newport Beach, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $45.8M in total assets. In 2024, it awarded 2 grants totaling $2.2M. Net investment income was $1.9M.
Andre & Katherine Merage Foundation at a glance
In short: Andre & Katherine Merage Foundation gave $2.2M across 2 grants in 2024 (avg $1.1M), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $2,216,400
- -9.1% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $1,108,200
- -9.1% vs 2023
- Median grant
- $1,108,200
- Total assets
- $45,802,786
- -8.6% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Andre & Katherine Merage Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was The Merage Institute ($2.2M). Together the top 2 received $2.2M.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 6 grants of 11 (55%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Andre & Katherine Merage Foundation gives
- Giving held roughly steady from 2021 to 2024 (−12%). Method
- In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $2.2M (2024) to $2.6M (2020). In 2024 it made 2 grants totaling $2.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Merage Institute Newport Beach, CA | General Operations | $2,210,000 |
| University Synagogue Irvine, CA | General Operations | $6,400 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $45,802,786 | $1,896,363 | $2,249,381 | $2,216,400 | 2 | $2,222,832 | $1,895,807 | $2,440,249 |
| 2023 | $50,108,231 | $2,199,621 | $2,458,129 | $2,437,000 | 2 | $2,452,071 | $2,193,562 | $2,231,620 |
| 2022 | $35,917,595 | $6,926 | $2,581,326 | $2,510,750 | 3 | $2,520,297 | $927 | $2,446,162 |
| 2021 | $50,918,917 | $2,277,711 | $2,523,512 | $2,512,875 | 2 | $2,515,926 | $2,270,929 | $2,537,869 |
| 2020 | $52,297,804 | $876,921 | $2,625,752 | $2,550,875 | 2 | — | $866,695 | $2,503,587 |
Under IRS private-foundation payout rules, Andre & Katherine Merage Foundation reported a distributable amount of $2.4M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Andre & Katherine Merage Foundation is led by Katherine Merage, President & Director on every filing since 2020; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Katherine Merage
President & Director
On filings since 2020
2 hrs/week
No compensation reported
Paul Merage
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Andre & Katherine Merage Foundation
How much does Andre & Katherine Merage Foundation give each year?
Andre & Katherine Merage Foundation gave $2.2M across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.4M across 2 grants.
How large is Andre & Katherine Merage Foundation?
Andre & Katherine Merage Foundation reported $45.8M in total assets on its 2024 IRS Form 990-PF. It paid out $2.2M in qualifying distributions that year, against a required minimum of $2.4M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Andre & Katherine Merage Foundation operate?
Andre & Katherine Merage Foundation has awarded grants in California.
What is Andre & Katherine Merage Foundation's EIN?
Andre & Katherine Merage Foundation's EIN (Employer Identification Number) is 02-0657534. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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