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Merck Family Fund

Foundation · Grantmaker Boston, MA EIN: 22-6063382 Website

Merck Family Fund is a private foundation based in Boston, Massachusetts. Its 2025–2034 strategic plan supports place-based and collaborative work in Massachusetts and New York, particularly with communities affected by environmental, social, and economic injustice.

Key facts about Merck Family Fund

In short: Merck Family Fund gave $3.2M across 87 grants in 2024 (avg $37K), top state Massachusetts. 16% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
22-6063382
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,204,836
Grants made (2024)
87
Average grant
$36,837
Median grant
$35,000
New grantees (estimate)
16% first-time grantees (12 of 77, 2024)
Total assets
$64,069,737
Primary geography
Massachusetts (25% of itemized 2024 grant dollars)
How to apply
The Fund’s website describes its listed grant programs as invitation-only. Full details ↓
Deadline
February 1 and August 1, as listed in the filing.

Data from IRS Form 990-PF, 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-PF · View filing

Total Assets

$64.1M

+2.6% YoY

Annual Giving

$3.2M

+2.7% YoY

Grant Count

87

+2.4% YoY

Avg Grant Size

$37K

+0.4% YoY

Under IRS private-foundation payout rules, Merck Family Fund reported a distributable amount of $3.1M for 2024 — the minimum it must pay out in qualifying distributions.

Is Merck Family Fund open to new grantees?

16%

first-time grantees, 2024

In 2024, 12 of 77 grantees (16%) were first-time recipients. First grants averaged $30K; repeat grants $44K. How we count

Medians: $28K first-time, $35K repeat.

  • 81% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 123% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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

The Fund describes its approach as people-first and intersectional, supporting communities pursuing environmental, social, and economic justice. Its stated values include learning, risk-taking, integrity and ethical values, connection, family, and equity.

In Massachusetts, the Fund supports resident-led solutions, coalition-building, and civic engagement around climate, health equity, transportation, and housing. Its statewide systems-change priorities beginning in 2026 include public transportation, local food, clean energy, democratic representation, and targeted journalism. In New York, it supports coalitions working to protect frontline communities from climate threats, reduce reliance on fossil fuels, and advance a cleaner future.

Examples of supported organizations illustrate a range of work. Tides Foundation describes its work as advancing equity and shifting resources and power to communities historically denied both. Clean Energy Group says it conducts clean-energy research and advocacy. New York Lawyers for the Public Interest describes its focus as equality and civil rights, including health justice, disability rights, and environmental justice. Acadia Center says it advances equitable clean-energy solutions; Dogwood Alliance describes work mobilizing diverse voices to protect southern forests and communities; and Groundwork USA describes community-based partnerships promoting environmental, economic, and social well-being.

Grantmaking

In 2024, the Fund made 87 grants totaling $3,204,836. Grant amounts ranged from $830 to $130,000, with a median of $35,000.

Review Cycle

** February 1 and August 1, as listed in the filing.

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Geographic Focus

Where this funder awards grants

The Fund’s strategic plan focuses on Massachusetts and New York. In Massachusetts, its place-based work includes Holyoke and New Bedford, with a statewide policy and systems-change approach. Its New York program supports climate-focused coalitions. In 2024, the largest shares of grant dollars by recipient state were Massachusetts (25%), Pennsylvania (21%), New York (17%), North Carolina (12%), and Washington, DC (4%).

Grant Distribution by State

20states

Share of all 87 itemized 2024 grant dollars.

Cities

PhiladelphiaWashingtonNew YorkBostonBrooklynRaleighAshevilleMattapanSan FranciscoWorcesterSpringfieldDurhamLawrenceLincolnAllentownAtlantaCharlestonCharlottesvilleChelseaEverett

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M108 grants202094 grants202195 grants202285 grants202387 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Tides Foundation: $130KTides Foundation$130KPublic Interest Law Center of Philadelphia: $95K across 2 grantsPublic Interest Law Center ofPhiladelphia$95K · 2 grantsNew England Grassroots Environment Fund: $85K across 2 grantsNew England GrassrootsEnvironment Fund$85K · 2 grantsClean Energy Group Inc: $80KClean Energy Group Inc$80KAcadia Center: $75KAcadia Center$75KNew York Lawyers for the Public Interest: $75KNew York Lawyers for thePublic Interest$75KGroundwork Somerville: $70K across 2 grantsGroundwork Somerville$70K · 2 grantsUrban Farming Institute: $65K across 2 grantsUrban Farming Institute$65K · 2 grantsBlueprint NC: $63K across 2 grantsBlueprint NC$63K · 2 grantsPennsylvania Voice: $63K across 2 grantsPennsylvania Voice$63K · 2 grants

Grant Size Distribution

469 grants across all recorded years

345<$50K109$50–100K15$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
TIDES FOUNDATION Los Angeles, CACOMMUNITY FOOD FUNDERS$130,000
CLEAN ENERGY GROUP INC Montpelier, VTMOBILIZING CORPORATE ENERGY USERS TO INCREASE ENERGY EFFICIENCY$80,000
ACADIA CENTER Rockport, MEENDORSING ENERGY EFFICIENCY AND PROTECTING PUBLIC HEALTH IN THE SOUTHEAST$75,000
NEW YORK LAWYERS FOR THE PUBLIC INTEREST New York, NYGENERAL SUPPORT$75,000
PUBLIC INTEREST LAW CENTER OF PHILADELPHIA Philadelphia, PABUSHWICK GROWS COMMUNITY FARM$70,000
DOGWOOD ALLIANCE Asheville, NCOUR FORESTS AREN'T FUEL$60,000
FARM SCHOOL NYC New York, NYBUILDING CIVIC ENGAGEMENT WITHIN THE NYC URBAN AGRICULTURE & FOOD JUSTICE COMMUNITY$60,000
BLUEPRINT NC Raleigh, NCGENERAL SUPPORT$50,000
CASA PENNSYLVANIA Hyattsville, MDDEFENDING DEMOCRACY$50,000
CONSERVATION LAW FOUNDATION Boston, MAADVANCING STATE-BASED DECARBONIZATION STRATEGIES$50,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $64,069,737 $4,153,396 $5,597,472 $3,204,836
2023 $62,426,771 $2,856,107 $4,031,536 $3,120,202
2022 $60,421,201 $5,734,245 $4,316,432 $3,457,165

The Fund files Form 990-PF.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$10M$15M20202021202220232024
Metric202420232022
Total Assets$64,069,737$62,426,771$60,421,201
Revenue$4,153,396$2,856,107$5,734,245
Expenses$5,597,472$4,031,536$4,316,432
Qualifying Distributions$3,811,068$4,119,946$4,471,979
Net Investment Income$4,937,424$715,492$2,134,757
Distributable Amount$3,090,222$3,009,197$3,080,748

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

Leadership team and compensation from IRS filings

The Fund’s website lists Ruth Goldman as executive director; James Maguire as CFO; and Cara Ferrentino as consulting program officer for the Massachusetts program. It lists Katie Matys as president, Willy Merck as vice president, Oona Coy as treasurer, Trina Whitridge as secretary, and Morgan Coy and Polly Merck as trustees.

Merck Family Fund is led by Ruth Goldman, Executive Director on every filing since 2023; 2 of 11 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Ruth Goldman

    Executive Director

    On filings since 2023

    40 hrs/week

    $143K (2023) → $182K (2024)

  • George Whitridge

    Trustee & President

    Trustee & Vice President → Trustee & President, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ian Hatch

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Katharine Chamberlin Matys

    Trustee & Vice President

    Trustee → Trustee & Vice President, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Nathaniel Chamberlin

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Oona Coy

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Wilhelm Merck

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Wilhelm Merck Jr.

    Trustee

    Secretary → Trustee & Secretary, 2021

    Trustee & Secretary → Trustee, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Serena Whitridge

    Trustee & Secretary

    Trustee → Trustee & Secretary, 2023

    On filings since 2021

    1 hr/week

    No compensation reported

  • Frederick Morgan Whitridge

    Trustee & Treasurer

    Trustee → Trustee & Treasurer, 2023

    On filings since 2022

    1 hr/week

    No compensation reported

  • James A. Maguire

    Chief Financial Officer

    On filings since 2020

    40 hrs/week

    $118K (2020) → $155K (2024)

Former officers (10)
  • Former: Eliza Hatch (2020–2023) — Trustee
  • Former: Olivia Farr (2020–2023) — Trustee
  • Former: Susannah Hatch (2020–2023) — Trustee
  • Former: Josephine Merck (2021–2023) — Trustee
  • Former: Darryl Young (2022–2023) — Executive Director
  • Former: Jenny D. Russell (2020–2022) — Executive Director
  • Former: Morgan Whitridge (2020–2021) — Trustee
  • Former: Friedrike Merck (2020) — Trustee
  • Former: Josie Merck (2020) — Treasuruer
  • Former: Patience Chamberlin (2020) — Trustee

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.

Compensation Overview

From 2024 IRS filing

Ruth Goldman — Executive Director: $182KRuth GoldmanExecutive Director$182KJames a Maguire — Chief Financial Officer: $155KJames a MaguireChief Financial Officer$155K

Contact

Application contact: Merck Family Fund Attn James Maguir
Mailing address: 131 Dartmouth Street Suite 301, Boston, MA 02116-5297
Phone: (781) 789-6516
Website: https://merckff.org

Frequently asked questions about Merck Family Fund

How much does Merck Family Fund give each year?

Merck Family Fund gave $3.2M across 87 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.1M across 85 grants.

What is Merck Family Fund's typical grant size?

Merck Family Fund's median grant in 2024 was $35,000, and its average grant was $36,837, across 87 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Merck Family Fund that year got $30K on average.

Where does Merck Family Fund give grants?

Merck Family Fund's top state is Massachusetts, with 25% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Pennsylvania (21%) and New York (17%). The most frequent recipient cities were Philadelphia, PA (16 grants), Boston, MA (8 grants), Brooklyn, NY (6 grants) and Washington, DC (6 grants).

Does Merck Family Fund give general operating support?

Yes: 23% of Merck Family Fund's 2024 grants with a stated purpose (20 of 87) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Membership Grant" (4 grants).

Who are Merck Family Fund's largest grantees?

Merck Family Fund's largest 2024 grantees include Tides Foundation ($130,000), Public Interest Law Center of Philadelphia ($95,000 across 2 grants) and New England Grassroots Environment Fund ($85,000 across 2 grants), according to its 2024 IRS Form 990-PF. Together they received 10% of its itemized 2024 grant dollars.

How large is Merck Family Fund?

Merck Family Fund reported $64.1M in total assets on its 2024 IRS Form 990-PF. It paid out $3.8M in qualifying distributions that year, against a required minimum of $3.1M (roughly 5% of its investment assets).

What does Merck Family Fund fund?

The Fund describes its approach as people-first and intersectional, supporting communities pursuing environmental, social, and economic justice. Its stated values include learning, risk-taking, integrity and ethical values, connection, family, and equity. In Massachusetts, the Fund supports resident-led solutions, coalition-building, and civic engagement around climate, health equity, transportation, and housing. Its statewide systems-change priorities beginning in 2026 include public transport…

How do I apply for a grant from Merck Family Fund?

The Fund’s website describes its listed grant programs as invitation-only. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Merck Family Fund's EIN?

Merck Family Fund's EIN (Employer Identification Number) is 22-6063382. 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. Research dossier generated September 2026.

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