Mercer Family Foundation
Mercer Family Foundation is a private foundation focused on Education, based in Lake Oswego, OR. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $354K in total assets. In 2025, it awarded 7 grants totaling $48K. Net investment income was $32K.
Mercer Family Foundation at a glance
In short: Mercer Family Foundation gave $48K across 7 grants in 2025 (avg $7K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $47,500
- -7.8% vs 2024
- Grants made (2025)
- 7
- -22.2% vs 2024
- Average grant
- $6,786
- +18.6% vs 2024
- Median grant
- $6,500
- Total assets
- $354,012
- -2.3% vs 2024
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Mercer Family Foundation funds
How this funder distributes its grants
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Mercer Family Foundation gives
- Giving grew 25% from 2022 to 2025. Method
- In 2025 it paid out 153% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $30K (2020) to $52K (2024). In 2025 it made 7 grants totaling $48K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 7 individual scholarships Recipients not named | — | $47,500 |
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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 | $354,012 | $41,862 | $50,245 | $47,500 | 7 | $47,500 | $31,862 | $31,037 |
| 2024 | $362,395 | $36,818 | $54,094 | $51,500 | 9 | $51,500 | $11,818 | $29,163 |
| 2023 | $379,671 | $84,311 | $51,259 | $48,500 | 10 | $48,500 | $9,311 | $24,008 |
| 2022 | $346,619 | $34,766 | $40,441 | $38,000 | 10 | $38,000 | $8,433 | $23,039 |
| 2021 | $352,294 | $51,477 | $35,947 | $33,500 | 9 | $33,500 | $8,843 | $22,796 |
| 2020 | $336,764 | $62,509 | $31,770 | $30,000 | 11 | — | $21,509 | $19,289 |
Under IRS private-foundation payout rules, Mercer Family Foundation reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Mercer Family Foundation is led by Ross Mercer, Director, President & Treasurer since 2022 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ross Mercer
Director, President & Treasurer
President → Director, President & Treasurer, 2022
On filings since 2020
2 hrs/week
No compensation reported
Karen Keep
Director
On filings since 2020
1 hr/week
No compensation reported
Vicki Mercer
Director & Secretary
Vice President → Director & Secretary, 2022
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 Mercer Family Foundation
How much does Mercer Family Foundation give each year?
Mercer Family Foundation gave $48K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $52K across 9 grants.
What is Mercer Family Foundation's typical grant size?
Mercer Family Foundation's median grant in 2025 was $6,500, and its average grant was $6,786, across 7 grants on its 2025 IRS Form 990-PF.
Where does Mercer Family Foundation give grants?
Mercer Family Foundation gives mostly in Oregon: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Mercer Family Foundation give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Mercer Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship for Educational Use" (7 grants).
How large is Mercer Family Foundation?
Mercer Family Foundation reported $354K in total assets on its 2025 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What is Mercer Family Foundation?
Mercer Family Foundation is a private foundation focused on Education, based in Lake Oswego, OR. It holds $354K in total assets as of 2025.
What is Mercer Family Foundation's EIN?
Mercer Family Foundation's EIN (Employer Identification Number) is 46-5733896. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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