Eugene F Merkert 1996

Private foundation · Grantmaker Loxahatchee, FL EIN: 04-3361816

Eugene F Merkert 1996 is a private foundation, based in Loxahatchee, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $703K in total assets. Net investment income was $59K.

Key facts about Eugene F Merkert 1996

EIN
04-3361816
Latest 990 filing
Form 990-PF, 2024
Total assets
$702,964

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$703K

+15.0% YoY

Revenue

$69K

+45.2% YoY

Net Investment Income

$59K

+78.2% YoY

Expenses

$9K

-17.6% YoY

Under IRS private-foundation payout rules, Eugene F Merkert 1996 reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.

How Eugene F Merkert 1996 gives

  • In 2023 it paid out 15% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

ChicagoFt LauderdaleMiamiWallsConcordHomesteadJacksonvilleKansas CityNew YorkPahokeePalm Beach GardensPinellas ParkPompano BeachRiveria BeachRoyal Palm Beach

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K14 grants2020 5 grants2021 0 grants2022 0 grants2023 0 grants2024

From 2020 to 2021, annual grant giving ranged from $27K (2021) to $86K (2020). In 2021 it made 5 grants totaling $27K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 19 grants of 19 (100%).

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$702,964$611,045$657,094
Revenue$68,768$47,347$-13,976
Expenses$8,513$10,329$10,309
Qualifying Distributions—$3,975—
Net Investment Income$59,072$33,155$17,574
Distributable Amount$31,978$26,734$30,173

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Eugene F Merkert 1996 is led by Tuyet P. Merkert, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Tuyet P. Merkert

    Trustee

    On filings since 2020

    0.1 hrs/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 Eugene F Merkert 1996

How large is Eugene F Merkert 1996?

Eugene F Merkert 1996 reported $703K in total assets on its 2024 IRS Form 990-PF. Its revenue that year was $69K.

Where does Eugene F Merkert 1996 operate?

Eugene F Merkert 1996 has awarded grants in Florida, Illinois, Missouri, Mississippi, North Carolina, New York.

How much is Eugene F Merkert 1996 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Eugene F Merkert 1996 reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Eugene F Merkert 1996's EIN?

Eugene F Merkert 1996's EIN (Employer Identification Number) is 04-3361816. 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.

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