Julia & Gilbert Merrill Foundation Inc

Foundation · Grantmaker New York, NY EIN: 52-1711329

Julia & Gilbert Merrill Foundation Inc is a private foundation based in New York City, designated as a 501(c)(3) tax-exempt organization. The foundation has been tax-exempt since April 1991 and was established in 1990.

Key facts about Julia & Gilbert Merrill Foundation Inc

EIN: 52-1711329
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $154,950
Grants made (2024): 14
Average grant: $11,068
Median grant: $1,250
New grantees (estimate): 0% first-time grantees (0 of 14, 2024)
Total assets: $3,097,000
Primary geography: New York (99% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Who Julia & Gilbert Merrill Foundation Inc funds

By grant dollars, the top recipient states for Julia & Gilbert Merrill Foundation Inc's 14 itemized 2024 grants were New York (99%). The most frequent recipient cities were New York, NY (7 grants), Westhampton Beach, NY (2 grants) and Quogue, NY (2 grants). None of its 14 grants with a stated purpose were described as general or operating support. Recurring purposes include "Charitable Purposes" (11 grants).

Is Julia & Gilbert Merrill Foundation Inc open to new grantees?

first-time grantees, 2024

In 2024, 0 of 14 grantees (0%) were first-time recipients. How we count

93% of 2024 grantees were also funded in 2023. Method
Giving held roughly steady from 2021 to 2024 (−11%). Method
In 2024 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.1M

+0.3% YoY

Annual Giving

$155K

-7.7% YoY

Grant Count

-30.0% YoY

Avg Grant Size

$11K

+31.8% YoY

Under IRS private-foundation payout rules, Julia & Gilbert Merrill Foundation Inc reported a distributable amount of $163K for 2024 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The foundation's giving priorities focus on:

Arts
Education
Health organizations
Philanthropy, Voluntarism & Grantmaking
Human Services

Grantmaking

The foundation maintains an active grantmaking program, though specific application procedures and deadlines are not detailed in available sources.

Average Grant

amount and median grant amount data are available but specific figures were not disclosed in accessible sources

Review Cycle

are not detailed in available sources.

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Geographic Focus

Where this funder awards grants

The foundation primarily directs grants to organizations in:

New York
Pennsylvania
Massachusetts

Grant Distribution by State

New York $153K (99%)

Pennsylvania $1K (1%)

Massachusetts $500 (0%)

Share of all 14 itemized 2024 grant dollars.

States

District of Columbia Massachusetts New Jersey New York Pennsylvania Virginia

Cities

New YorkQuogueWesthampton BeachLeeWesthamptonNorfolkPhiladelphiaPort WashingtonRiverheadFlorham ParkWashingtonWatkins GlenBedford

Financial History

Multi-year comparison from IRS filings

Assets & Resources:

Total assets (2023): $3,097,000
Total assets (2024): $3,097,000
Total liabilities (2023): $0

Annual Activity:

2024 total giving: $154,950
2023 expenses: $204,000
2023 revenue: $184,000

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,097,000	$3,087,939	$3,108,200
Revenue	$200,839	$184,158	$269,025
Expenses	$191,778	$204,419	$223,077
Qualifying Distributions	$159,700	$172,400	$183,750
Net Investment Income	$168,761	$151,627	$234,698
Distributable Amount	$162,818	$157,859	$172,141

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

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 2024

Grant Size Distribution

102 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include The New Group ($53,500), Central Synagogue ($31,850), Whbpac ($30,000).

Recipient	Purpose	Amount
THE NEW GROUP New York, NY	CHARITABLE PURPOSES	$53,500
CENTRAL SYNAGOGUE New York, NY	CHARITABLE PURPOSES	$31,850
WHBPAC Westhampton, NY	CHARITABLE PURPOSES	$30,000
DIABETES RESEARCH INSTITUTE FD New York, NY	CHARITABLE PURPOSES	$20,000
BROADWAY CARES New York, NY	CHARITABLE PURPOSES	$10,000
MEMORIAL SLOAN KETTERING HOSPITAL New York, NY	CHARITABLE PURPOSES	$5,000
EAST END HOSPICE CAMP GOOD GRIEF Westhampton Beach, NY	CHARITABLE PURPOSES	$1,500
MOORE COLLEGE OF ART Philadelphia, PA	CHARITABLE PURPOSES	$1,000
METROPOLITAN MUSEUM OF ART New York, NY	CHARITABLE PURPOSES	$600
BIDAWEE New York, NY	CHARITABLE PURPOSES	$500

Leadership & Key People

Leadership team and compensation from IRS filings

Contact:

Abigail Merrill (listed as contact person)
Address: 850 Park Ave Apt 6a, New York City, NY 10075-1857
Telephone: 212-772-6853

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Abigail Merrill	President	5	—

Frequently Asked Questions

What does Julia & Gilbert Merrill Foundation Inc fund?

The foundation's giving priorities focus on: • Arts • Education • Health organizations • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from Julia & Gilbert Merrill Foundation Inc?

**Grant Amounts:** • Typical awards range from $100 to $53,500 • Average grant amount and median grant amount data are available but specific figures were not disclosed in accessible sources **Recent Activity:** • Total giving in 2024: $154,950 • 2023 expenses: $204,000 • 2023 revenue: $184,000 The foundation maintains an active grantmaking program, though specific application procedures and deadlines are not detailed in available sources.

Where does Julia & Gilbert Merrill Foundation Inc make grants?

The foundation primarily directs grants to organizations in: • New York • Pennsylvania • Massachusetts

What size grants does Julia & Gilbert Merrill Foundation Inc award?

In 2024, Julia & Gilbert Merrill Foundation Inc awarded 14 grants totaling $155K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Julia & Gilbert Merrill Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Julia & Gilbert Merrill Foundation Inc reported a distributable amount of $163K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Julia & Gilbert Merrill Foundation Inc's EIN?

Julia & Gilbert Merrill Foundation Inc's EIN (Employer Identification Number) is 52-1711329. IRS Form 990 filing data is available on this page for 2020–2024.