Ann a Mergens Foundation Inc
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.
Ann a Mergens Foundation Inc at a glance
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.
- Annual giving (2025)
- $345,000
- +21.1% vs 2024
- Grants made (2025)
- 10
- +0.0% vs 2024
- Average grant
- $34,500
- +21.1% vs 2024
- Median grant
- $22,500
- Total assets
- $6,213,154
- +1.2% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025; small sample)
- Primary geography
- Florida (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Ann a Mergens Foundation Inc
- How to Apply
-
The 2024 filing says any form of application is acceptable; include organizational information and information on the charitable use of funds. It lists no restrictions on awards.
- Review Cycle
- None listed.
- Deadline
- None listed.
- Contact
Application contact: Mary Mergens-Loughran
Mailing address: PO Box 662, Shelburne, VT 05482
Phone: (802) 655-6770
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Ann a Mergens Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
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
The most common grant size was under $50K: 46 grants of 52 (88%).
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
Share of 2025 grant dollars across all 10 itemized grants.
Cities
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. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $255K (2020) to $345K (2025). In 2025 it made 10 grants totaling $345K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Live Like Jake Foundation Palm Beach Gardens, FL | Operations | $145,000 |
| Shelburne Farms Shelburne, VT | Operations | $40,000 |
| Stern Center for Language and Learning Williston, VT | Operations | $30,000 |
| Jupiter Hills Community Foundation Tequesta, FL | Operations | $25,000 |
| Loggerhead Marine Life Center Juno Beach, FL | Operations | $25,000 |
| Center for Creative Education West Palm Beach, FL | Operations | $20,000 |
| Burlington City Arts Burlington, VT | Operations | $15,000 |
| Busch Wildlife Sanctuary Jupiter, FL | Operations | $15,000 |
| Champlain College Burlington, VT | Operations | $15,000 |
| Greater Burlington YMCA Burlington, VT | Operations | $15,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,213,154 | $512,728 | $466,424 | $345,000 | 10 | $429,687 | $480,632 | $424,549 |
| 2024 | $6,137,960 | $235,973 | $394,340 | $285,000 | 10 | $365,607 | $204,396 | $385,343 |
| 2023 | $6,296,327 | $102,686 | $363,256 | $255,000 | 10 | $334,086 | $80,154 | $351,666 |
| 2022 | $6,556,897 | $393,100 | $401,920 | $280,000 | 10 | $361,039 | $362,709 | $394,028 |
| 2021 | $6,565,717 | $563,450 | $454,973 | $340,000 | 12 | — | $529,080 | $396,460 |
| 2020 | $6,457,240 | $249,930 | $364,520 | $255,000 | 12 | — | $216,814 | $346,712 |
| 2019 | $6,571,830 | $328,641 | $370,367 | $270,000 | 13 | — | $301,011 | $340,824 |
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.
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.
The foundation’s 2024 filing states that it does not restrict giving to preselected organizations. It says any form of application is acceptable and asks applicants to include organizational information and information on the charitable use of funds. The filing lists no restrictions on awards.
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
The highest reported compensation on the 2025 filing was $30K, to Mary Mergens-Loughran (President/Treas. & Exec. Director).
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 October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS January 6, 2020)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Ann a Mergens Foundation Inc funds
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Cite this profile
Grantable. (2026). Ann a Mergens Foundation Inc funder profile. GrantGraph. Retrieved October 20, 2026, from https://grantable.co/funders/ann-a-mergens-foundation-inc-morg_c6b93f2596a546948ec63db9e0f51490
BibTeX
@misc{grantable_274113304_2026,
author = {{Grantable}},
title = {{Ann a Mergens Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ann-a-mergens-foundation-inc-morg_c6b93f2596a546948ec63db9e0f51490},
note = {Accessed 2026-10-20. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Ann a Mergens Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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