Esther and Harold Mertz Foundation
SIOUX FALLS, SD EIN: 13-7231616
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$665.6M
-2.4% YoY
Annual Giving
$53.8M
+2537.4% YoY
Grant Count
9
-30.8% YoY
Avg Grant Size
$6.0M
+3709.6% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $665,553,891 | $681,753,842 | $679,701,218 |
| Revenue | $1,271,121 | $5,427,446 | $8,480,865 |
| Expenses | $55,272,147 | $3,445,241 | $2,912,255 |
| Qualifying Distributions | $55,039,022 | $3,269,737 | $2,196,948 |
| Net Investment Income | — | $1,856,032 | $3,660,741 |
| Distributable Amount | $12,052,897 | $19,646,195 | $18,735,746 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
Grant Size Distribution
57 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Esther and Harold Mertz Foundation fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NANCY L CLOSE | DIRECTION ADVISOR | 40 | $945,000 |
| LAVENDER TRUST COMPANY INC | TRUSTEE | 10 | $2,500 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New York $64.7M (52%)
Florida $58.2M (47%)
Virginia $1.8M (1%)
Pennsylvania $130K (0%)
South Dakota $105K (0%)
Cities
BrooklynBrooksvilleDullesFort MyersNew YorkPhiladelphiaPort WashingtonSarasotaSioux FallsSmithtownStaten IslandWinchester
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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