Ann a Mergens Foundation Inc

Private foundation · Grantmaker Shelburne, VT EIN: 27-4113304

ANN A MERGENS FOUNDATION INC is a private foundation based in Shelburne, Vermont. Its 2025 filing reports 10 grants totaling $345,000 to organizations in Florida and Vermont, including educational, community, and wildlife organizations.

Key facts about Ann a Mergens Foundation Inc

In short: Ann a Mergens Foundation Inc gave $345K across 10 grants in 2025 (avg $35K), mostly in Florida. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
27-4113304
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$345,000
Grants made (2025)
10
Average grant
$34,500
Median grant
$22,500
New grantees (estimate)
0% first-time grantees (0 of 10, 2025)
Total assets
$6,213,154
Primary geography
Florida (67% of itemized 2025 grant dollars)
How to apply
The 2024 filing says any form of application is acceptable; include organizational information and information on the charitable use of funds. Full details ↓
Deadline
None listed.

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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.

Is Ann a Mergens Foundation Inc open to new grantees?

0%

first-time grantees, 2025

In 2025, 0 of 10 grantees (0%) were first-time recipients. How we count

  • 100% of 2025 grantees were also funded in 2024. Method
  • Giving grew 23% from 2022 to 2025. Method
  • In 2025 it paid out 101% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants included organizations with varied missions. The Live Like Jake Foundation says it works on drowning-prevention awareness, swim-lesson scholarships, and support for families affected by loss or critical care needs. Shelburne Farms describes its mission as inspiring and cultivating learning for a sustainable future. Jupiter Hills Community Foundation says it supports sick and needy individuals and families in its community and local charities. Greater Burlington YMCA describes its work as building community through programs for youth, adults, and families, with assistance to reduce barriers to participation. Champlain College says it prepares students through career-focused education and hands-on experiences.

Grantmaking

In 2025, the foundation made 10 grants totaling $345,000. Grants ranged from $15,000 to $145,000, with a median grant of $22,500. The largest grants were $145,000 to Live Like Jake Foundation, $40,000 to Shelburne Farms, $30,000 to Stern Center for Language and Learning, and $25,000 each to Jupiter Hills Community Foundation and Loggerhead Marine Life Center. Other grants were $20,000 to Center for Creative Education and $15,000 each to Burlington City Arts, Busch Wildlife Sanctuary, Champlain College, and Greater Burlington YMCA. The 2025 filing lists each grant’s purpose as operations.

Review Cycle

None listed.

Your AI grants department

Ready to take the next step with Ann a Mergens Foundation Inc?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

In 2025, 67% of grant dollars went to recipients in Florida and 33% to recipients in Vermont.

Grant Distribution by State

2states

Share of 2025 grant dollars across all 10 itemized grants.

Cities

BurlingtonWest Palm BeachJupiterNorth Palm BeachShelburneWillistonTequestaJuno BeachPalm Beach Gardens

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K13 grants2019 12 grants2020 12 grants2021 10 grants2022 10 grants2023 10 grants2024 10 grants2025

From 2019 to 2025, annual grant giving ranged from $255K (2020) to $345K (2025). In 2025 it made 10 grants totaling $345K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Live Like Jake Foundation: $145KLive Like Jake Foundation$145KShelburne Farms: $40KShelburne Farms$40KStern Center for Language and Learning: $30KStern Center for Language andLearning$30KJupiter Hills Community Foundation: $25KJupiter Hills CommunityFoundation$25KLoggerhead Marine Life Center: $25KLoggerhead Marine Life Center$25KCenter for Creative Education: $20KCenter for Creative Education$20KBurlington City Arts: $15KBurlington City Arts$15KBusch Wildlife Sanctuary: $15KBusch Wildlife Sanctuary$15KChamplain College: $15KChamplain College$15KGreater Burlington YMCA: $15KGreater Burlington YMCA$15K

The largest 2025 recipient was Live Like Jake Foundation ($145K). Together the top 10 received $345K.

Grant Size Distribution

52 grants across all recorded years

46<$50K1$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 46 grants of 52 (88%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Live Like Jake Foundation Palm Beach Gardens, FLOperations$145,000
Shelburne Farms Shelburne, VTOperations$40,000
Stern Center for Language and Learning Williston, VTOperations$30,000
Jupiter Hills Community Foundation Tequesta, FLOperations$25,000
Loggerhead Marine Life Center Juno Beach, FLOperations$25,000
Center for Creative Education West Palm Beach, FLOperations$20,000
Burlington City Arts Burlington, VTOperations$15,000
Busch Wildlife Sanctuary Jupiter, FLOperations$15,000
Champlain College Burlington, VTOperations$15,000
Greater Burlington YMCA Burlington, VTOperations$15,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $6,213,154 $512,728 $466,424 $345,000 (10)
2024 $6,137,960 $235,973 $394,340 $285,000 (10)
2023 $6,296,327 $102,686 $363,256 $255,000 (10)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Mary Mergens-Loughran as president/treasurer and executive director, Paul G Mergens as vice president, and William H Wiltshire as secretary.

Ann a Mergens Foundation Inc is led by Mary Mergens-Loughran, President, Treasurer & Executive Director since 2023 (on filings since 2019); 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Mary Mergens-Loughran

    President, Treasurer & Executive Director

    President, Treasurer & Executive Director → Chair & Executive Director, 2022

    Chair & Executive Director → President, Treasurer & Executive Director, 2023

    On filings since 2019

    7.5 hrs/week

    $21K (2019) → $30K (2025)

  • Paul G. Mergens

    Vice President

    On filings since 2019

    2 hrs/week

    No compensation reported

  • William H. Wiltshire

    Secretary

    On filings since 2019

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Mary Mergens-Loughran — President/Treas. & Exec. Director: $30KMary Mergens-LoughranPresident/Treas. & Exec.…$30K

The highest reported compensation on the 2025 filing was $30K, to Mary Mergens-Loughran (President/Treas. & Exec. Director).

Contact

Application contact: Mary Mergens-Loughran
Mailing address: PO Box 662, Shelburne, VT 05482
Phone: (802) 655-6770

Frequently asked questions about Ann a Mergens Foundation Inc

How much does Ann a Mergens Foundation Inc give each year?

Ann a Mergens Foundation Inc gave $345K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $285K across 10 grants.

What is Ann a Mergens Foundation Inc's typical grant size?

Ann a Mergens Foundation Inc's median grant in 2025 was $22,500, and its average grant was $34,500, across 10 grants on its 2025 IRS Form 990-PF.

Where does Ann a Mergens Foundation Inc give grants?

Ann a Mergens Foundation Inc gives mostly in Florida: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Vermont (33%). The most frequent recipient cities were Burlington, VT (3 grants).

Does Ann a Mergens Foundation Inc give general operating support?

Not in 2025: none of the 10 grants with a stated purpose on Ann a Mergens Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Operations" (10 grants).

Who are Ann a Mergens Foundation Inc's largest grantees?

Ann a Mergens Foundation Inc's largest 2025 grantees include Live Like Jake Foundation ($145,000), Shelburne Farms ($40,000) and Stern Center for Language and Learning ($30,000), according to its 2025 IRS Form 990-PF. Together they received 62% of its itemized 2025 grant dollars.

How large is Ann a Mergens Foundation Inc?

Ann a Mergens Foundation Inc reported $6.2M in total assets on its 2025 IRS Form 990-PF. It paid out $430K in qualifying distributions that year, against a required minimum of $425K (roughly 5% of its investment assets).

What does Ann a Mergens Foundation Inc fund?

No mission statement for the foundation is provided. Its 2025 grants included organizations with varied missions. The Live Like Jake Foundation says it works on drowning-prevention awareness, swim-lesson scholarships, and support for families affected by loss or critical care needs. See mission & focus areas ↑

How do I apply for a grant from Ann a Mergens Foundation Inc?

The 2024 filing says any form of application is acceptable; include organizational information and information on the charitable use of funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Your AI grants department

Here's the math on researching Ann a Mergens Foundation Inc by hand.

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

Community Foundation for Palm Beach

West Palm Beach, FL

The Foundation funds nonprofits working in Palm Beach and Martin Counties, or projects that directly benefit residents there, with priorities including capacity building, economic opportunity, education and youth, thriving communities, and crisis response. Its 2024 grants had a median of $30,000, though awards ranged widely, and it accepts unsolicited requests through a competitive process that begins with a Letter of Inquiry.

Philanthropy, Voluntarism & Grantmaking

Assets

$293.4M

Grants

421

Total Given

$26.5M

The Kelsey Trust

Lincoln, MA

The Kelsey Trust funds organizations serving people and protecting the natural environment in the Lake Champlain Basin, primarily in Vermont and also in New York and Massachusetts. Its 2025 grants ranged from $2,500 to $12,500, with a median of $7,750. It accepts unsolicited requests through a letter-of-interest process.

Assets

$3.8M

Grants

30

Total Given

$224K

The Onda Foundation Inc

Burlington, VT

The Onda Foundation funds community change, especially in health and wellness, education, and access to health care, healthy food, and water. Its 2025 grants ranged from $1,100 to $110,000, with a median of $25,000; it gives predominantly in Vermont and also supports organizations in Puerto Rico and the Dominican Republic. It accepts written requests describing the organization, its mission, and funding need; no deadline is listed.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.1M

Grants

31

Total Given

$906K

The Argosy Foundation

Milwaukee, WI

The Argosy Foundation funds creative, collaborative programs addressing systemic problems, including STEM, research, education, environmental work, and community projects, with grants across multiple states. Its 2024 grants had a median of $28,750, though awards ranged from $30 to $1,355,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$74.0M

Grants

280

Total Given

$16.9M

The Vermont Community Foundation

Middlebury, VT

The Vermont Community Foundation funds nonprofits and community initiatives in areas including economic equity, education, health, climate and the environment, and community leadership, primarily in Vermont. Its 2024 grants had a median of $18,000, though amounts varied widely; application routes differ by program, and RALI grants are invitation-only, while nonprofits may submit a form to introduce themselves to the Foundation.

Philanthropy, Voluntarism & Grantmaking

Assets

$370.6M

Grants

728

Total Given

$46.3M

Grayson Family Foundation

Boston, MA

The foundation’s 2024 grants supported a varied mix of universities, schools, media, arts, health, youth-serving, and policy organizations, with most funding going to Massachusetts recipients. It awarded 93 grants totaling about $1.49 million; the median grant was $5,000, though grants ranged from $500 to $700,000. It does not accept unsolicited requests and gives only to preselected organizations.

Assets

$6.3M

Grants

93

Total Given

$1.5M

The Windham Foundation Inc

Grafton, VT

The Windham Foundation funds Vermont nonprofits working on rural economic development, food security, conservation, arts and learning, historic preservation, and community health and wellness; its Grafton Fund supports organizations in the Grafton area. Typical awards average $2,500–$5,000, with program grants up to $10,000. It provides an application form and guidelines for grant cycles, indicating that applicants may apply directly.

Assets

$17.3M

Grants

124

Total Given

$393K

National Life Group Charitable

Montpelier, VT

National Life Group Charitable primarily funds programs addressing childhood hunger and children’s mental health, with secondary support for community development, especially in central and northern Vermont and the Dallas, Texas area. Its 2024 grants ranged from $20 to $125,000, with a median of $1,040. It accepts online grant applications from January 1 through March 31; sponsorship requests are accepted year-round beginning in January, subject to available funds.

Philanthropy, Voluntarism & Grantmaking

Assets

$27.4M

Grants

757

Total Given

$2.7M

The Evslin Family Foundation Inc

Stowe, VT

Philanthropy, Voluntarism & Grantmaking

Assets

$29K

Grants

2

Total Given

$29K

Ben & Jerry's Foundation Inc

South Burlington, VT

The foundation supports grassroots social and environmental justice organizing nationally and community programs focused on basic needs and equity in Vermont. Its former national program offered grants averaging $20,000, up to $30,000, but that program is closed; 2024 grants had a $2,000 median and ranged widely. It is not accepting applications to the closed national program, and the profile does not state whether other programs currently accept unsolicited requests.

Assets

$9.2M

Grants

448

Total Given

$4.2M

World Learning Inc

Brattleboro, VT

World Learning funds education, international development and exchange, including participant exchanges, study abroad, youth programs, refugee resettlement, scholarships, and related projects. In 2025 it made 127 grants ranging from $5,049 to $1,213,955, with a median of $20,901; its programs reach 162 countries, while reported grants went to recipients across multiple U.S. states. The profile does not state whether it accepts unsolicited requests.

International, Foreign Affairs & National Security

Assets

$72.0M

Grants

127

Total Given

$5.3M

More Funders in Vermont

Ann a Mergens Foundation Inc down — hundreds of funders to go?

Want AI to do this for you?