Ann a Mergens Foundation Inc
Ann a Mergens Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHELBURNE, VT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.2M in total assets. In 2025, it awarded 10 grants totaling $345K. Net investment income was $481K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.2M
+1.2% YoY
Annual Giving
$345K
+21.1% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$35K
+21.1% YoY
Under IRS private-foundation payout rules, Ann a Mergens Foundation Inc reported a distributable amount of $425K for 2025 — the minimum it must pay out in qualifying distributions.
About Ann a Mergens Foundation Inc
Based on IRS filings
Ann a Mergens Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHELBURNE, VT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.2M in total assets. In 2025, it awarded 10 grants totaling $345K. Net investment income was $481K.
Focus Areas
Ready to take the next step with Ann a Mergens Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,213,154 | $6,137,960 | $6,296,327 |
| Revenue | $512,728 | $235,973 | $102,686 |
| Expenses | $466,424 | $394,340 | $363,256 |
| Qualifying Distributions | $429,687 | $365,607 | $334,086 |
| Net Investment Income | $480,632 | $204,396 | $80,154 |
| Distributable Amount | $424,549 | $385,343 | $351,666 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
52 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Live Like Jake Foundation ($145,000), Shelburne Farms ($40,000), Stern Center for Language and Learning ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BURLINGTON CITY ARTS BURLINGTON, VT | OPERATIONS | $15,000 |
| BUSCH WILDLIFE SANCTUARY JUPITER, FL | OPERATIONS | $15,000 |
| CENTER FOR CREATIVE EDUCATION WEST PALM BEACH, FL | OPERATIONS | $20,000 |
| CHAMPLAIN COLLEGE BURLINGTON, VT | OPERATIONS | $15,000 |
| GREATER BURLINGTON YMCA BURLINGTON, VT | OPERATIONS | $15,000 |
| JUPITER HILLS COMMUNITY FOUNDATION TEQUESTA, FL | OPERATIONS | $25,000 |
| LIVE LIKE JAKE FOUNDATION PALM BEACH GARDENS, FL | OPERATIONS | $145,000 |
| LOGGERHEAD MARINE LIFE CENTER JUNO BEACH, FL | OPERATIONS | $25,000 |
| SHELBURNE FARMS SHELBURNE, VT | OPERATIONS | $40,000 |
| STERN CENTER FOR LANGUAGE AND LEARNING WILLISTON, VT | OPERATIONS | $30,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARY MERGENS-LOUGHRAN | PRESIDENT/TREAS. & EXEC. DIRECTOR | 7.5 | $30,000 |
| PAUL G MERGENS | VICE PRESIDENT | 2 | — |
| WILLIAM H WILTSHIRE | SECRETARY | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Ann a Mergens Foundation Inc?
Ann a Mergens Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SHELBURNE, VT. It holds $6.2M in total assets as of 2025.
How large is Ann a Mergens Foundation Inc?
As of 2025, Ann a Mergens Foundation Inc holds $6.2M in total assets with $513K in annual revenue. It awarded 10 grants totaling $345K in 2025.
Where does Ann a Mergens Foundation Inc operate?
Ann a Mergens Foundation Inc has awarded grants in Florida, Vermont.
What size grants does Ann a Mergens Foundation Inc award?
In 2025, Ann a Mergens Foundation Inc awarded 10 grants totaling $345K — an average of about $35K per grant, based on its IRS Form 990 filings.
How much is Ann a Mergens Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Ann a Mergens Foundation Inc reported a distributable amount of $425K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Ann a Mergens Foundation Inc's EIN?
Ann a Mergens Foundation Inc's EIN (Employer Identification Number) is 27-4113304. IRS Form 990 filing data is available on this page for 2019–2025.
Explore Open Grants
Browse active grant opportunities in Ann a Mergens Foundation Inc's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Community Foundation for Palm Beach and
WEST PALM BEACH, FL
Assets
$269.8M
Grants
377
Total Given
$21.4M
The Kelsey Trust
LINCOLN, MA
Assets
$3.8M
Grants
30
Total Given
$224K
The Onda Foundation Inc
BURLINGTON, VT
Assets
$2.5M
Grants
37
Total Given
$1.1M
The Argosy Foundation
MILWAUKEE, WI
Assets
$74.0M
Grants
280
Total Given
$16.9M
The Vermont Community Foundation
MIDDLEBURY, VT
Assets
$370.6M
Grants
728
Total Given
$46.3M
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
Grayson Family Foundation
BOSTON, MA
Assets
$6.3M
Grants
93
Total Given
$1.5M
The Windham Foundation Inc
GRAFTON, VT
Assets
$20.5M
Grants
136
Total Given
$409K
National Life Group Charitable
MONTPELIER, VT
Assets
$27.4M
Grants
757
Total Given
$2.7M
Jpmorgan Chase Foundation
NEW YORK, NY
Assets
$1.2B
Grants
10,334
Total Given
$202.5M
The Evslin Family Foundation Inc
STOWE, VT
Assets
$29K
Grants
2
Total Given
$29K
More Funders in Vermont
Data last updated April 2026. Sourced from IRS Form 990-PF filings.