Kahn Sovel Mertz Fund

Grantmaker Bethesda, MD EIN: 38-3573217

KAHN SOVEL MERTZ FUND is a private foundation based in Bethesda, Maryland. It gave $163,764 through 24 grants in 2024. Its grants went to organizations in several states, with the largest share of grant dollars going to recipients in Michigan.

Key facts about Kahn Sovel Mertz Fund

In short: Kahn Sovel Mertz Fund gave $164K across 24 grants in 2024 (avg $7K), mostly in Michigan. 50% of 2024 grantees were new. Source: 2024 IRS Form 990 filing.

EIN
38-3573217
Latest 990 filing
Form 990 filing, 2024
Annual giving (2024)
$163,764
Grants made (2024)
24
Average grant
$6,824
Median grant
$2,692
New grantees (estimate)
50% first-time grantees (12 of 24, 2024)
Primary geography
Michigan (65% of itemized 2024 grant dollars)
How to apply
The foundation’s filing says it does not restrict giving to preselected organizations. Full details ↓

Data from IRS Form 990 filing, 2024; 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 2024 IRS Form 990 filing · View filing

Total Assets

—

Annual Giving

$164K

+6.0% YoY

Grant Count

24

-31.4% YoY

Avg Grant Size

$7K

+54.6% YoY

Is Kahn Sovel Mertz Fund open to new grantees?

50%

first-time grantees, 2024

In 2024, 12 of 24 grantees (50%) were first-time recipients. First grants averaged $9K; repeat grants $5K. How we count

Medians: $3K first-time, $3K repeat.

  • 46% of 2024 grantees were also funded in 2023. Method
  • Giving grew 41% from 2021 to 2024. Method

Estimate from itemized grant lists in IRS Form 990 filings (2019–2024). 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 2024 grants included support for CURE Multiple Myeloma Corporation, whose mission is to raise funds for medical research into multiple myeloma treatment, and the Jewish Federation of Detroit, which says it works to meet the needs of Jewish people and build a strong Jewish future in Detroit, Israel, and around the world.

Other 2024 grantees describe work that includes supporting women survivors of human trafficking to return to the workplace (Sanctum House), enriching the lives of people with disabilities through support and community engagement in accordance with Jewish values (JARC), promoting the welfare and education of cantors and Jewish music (Cantors Assembly), and helping youth access and complete postsecondary education and develop workplace life skills (The Midnight Golf Program).

Grantmaking

In 2024, the foundation awarded 24 grants totaling $163,764. Grants ranged from $100 to $50,000, with a median grant of $2,692. The largest awards included $50,000 to CURE Multiple Myeloma Corp, $36,000 to Friends of Magen David Adom, and $20,000 to Jewish Federation of Detroit. Other listed grants included $6,970 to Adat Shalom Synagogue; $5,000 each to Hadassah, HIAS, National Museum of Women in the Arts, Planned Parenthood, and Sanctum House; and $4,000 to Detroit Institute of Arts.

Review Cycle

and no restrictions or limitations on awards.

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Geographic Focus

Where this funder awards grants

In 2024, 65% of grant dollars went to recipients in Michigan, 25% to New York, 6% to Washington, DC, and 2% each to Illinois and Ohio.

Grant Distribution by State

8states

Share of 2024 grant dollars across all 24 itemized grants.

Cities

West BloomfieldBloomfield HillsWashingtonDetroitNew YorkFarmington HillsRoyal OakSouthfieldWixomGrosse PointeAnn ArborFairlawnWalled LakeBerkleyRockville CentreChicagoPontiacCommerce TownshipWillistonDanvers

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K37 grants2019 34 grants2020 36 grants2021 41 grants2022 35 grants2023 24 grants2024

From 2019 to 2024, annual grant giving ranged from $90K (2020) to $164K (2024). In 2024 it made 24 grants totaling $164K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Cure Multiple Myeloma Corp: $50KCure Multiple Myeloma Corp$50KFriends of Magen David Adom: $36KFriends of Magen David Adom$36KJewish Federation of Detroit: $20KJewish Federation of Detroit$20KAdat Shalom Synagogue: $7KAdat Shalom Synagogue$7KHadassah: $5KHadassah$5KHias: $5KHias$5KNational Museum of Wimon in the Art: $5KNational Museum of Wimon inthe Art$5KPlanned Parenthood: $5KPlanned Parenthood$5KSanctum House: $5KSanctum House$5KDetroit Institute of Arts: $4KDetroit Institute of Arts$4K

The largest 2024 recipient was Cure Multiple Myeloma Corp ($50K). Together the top 10 received $142K.

Grant Size Distribution

170 grants across all recorded years

167<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 167 grants of 170 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Cure Multiple Myeloma Corp Novi, MIGeneral Fund Contribution$50,000
Friends of Magen David Adom New York, NYGeneral Fund Contribution$36,000
Jewish Federation of Detroit Bloomfield Hills, MIGeneral Fund Contribution$20,000
Adat Shalom Synagogue Farmington Hills, MIGeneral Fund Contribution$6,970
Hadassah West Bloomfield, MIGeneral Fund Contribution$5,000
Hias Washington, DCGeneral Fund Contribution$5,000
National Museum of Wimon in the Art Washington, DCGeneral Fund Contribution$5,000
Planned Parenthood Ann Arbor, MIGeneral Fund Contribution$5,000
Sanctum House Royal Oak, MIGeneral Fund Contribution$5,000
Detroit Institute of Arts Detroit, MIGeneral Fund Contribution$4,000

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2024 $163,764 24
2023 $154,475 35
2022 $116,434 41

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Julee Mertz as president and treasurer, and Alyssa Mertz as vice president and secretary.

Kahn Sovel Mertz Fund is led by Julee Mertz, President & Treasurer on every filing since 2023; none of the 2 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Julee Mertz

    President & Treasurer

    On filings since 2023

    No compensation reported

  • Alyssa Mertz

    Vice President & Secretary

    President → Vice President & Secretary, 2023

    On filings since 2019

    No compensation reported

Former officers (2)
  • Former: Julie Mertz Webster (2019–2022) — Vice President
  • Former: Susan Sovel (2019–2022) — Secretary & Treasurer

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Julee Mertz
Mailing address: 8309 River Trail Lane, Bethesda, MD 20817
Phone: (312) 208-0287

Frequently asked questions about Kahn Sovel Mertz Fund

How much does Kahn Sovel Mertz Fund give each year?

Kahn Sovel Mertz Fund gave $164K across 24 grants in 2024, according to its 2024 IRS Form 990 filing. In 2023 it gave $154K across 35 grants.

What is Kahn Sovel Mertz Fund's typical grant size?

Kahn Sovel Mertz Fund's median grant in 2024 was $2,692, and its average grant was $6,824, across 24 grants on its 2024 IRS Form 990 filing. Organizations receiving their first grant from Kahn Sovel Mertz Fund that year got $9K on average.

Where does Kahn Sovel Mertz Fund give grants?

Kahn Sovel Mertz Fund gives mostly in Michigan: 65% of the grant dollars itemized on its 2024 IRS Form 990 filing went to recipients there. The next largest states were New York (25%) and District of Columbia (6%). The most frequent recipient cities were Detroit, MI (3 grants), New York, NY (2 grants), Bloomfield Hills, MI (2 grants) and Washington, DC (2 grants).

Does Kahn Sovel Mertz Fund give general operating support?

Yes: 100% of Kahn Sovel Mertz Fund's 2024 grants with a stated purpose (24 of 24) were for general or operating support, per its 2024 IRS Form 990 filing.

Who are Kahn Sovel Mertz Fund's largest grantees?

Kahn Sovel Mertz Fund's largest 2024 grantees include Cure Multiple Myeloma Corp ($50,000), Friends of Magen David Adom ($36,000) and Jewish Federation of Detroit ($20,000), according to its 2024 IRS Form 990 filing. Together they received 65% of its itemized 2024 grant dollars.

What does Kahn Sovel Mertz Fund fund?

No mission statement for the foundation is provided. See mission & focus areas ↑

How do I apply for a grant from Kahn Sovel Mertz Fund?

The foundation’s filing says it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Kahn Sovel Mertz Fund's EIN?

Kahn Sovel Mertz Fund's EIN (Employer Identification Number) is 38-3573217. IRS Form 990 filing data is available on this page for 2019–2024.

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

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