Merlin Foundation Inc

MISSOULA, MT EIN: 46-1388787

There are multiple organizations operating under the Merlin Foundation name. The primary entities identified are:

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$363K

+8.0% YoY

Grant Count

46

-2.1% YoY

Avg Grant Size

$8K

+10.4% YoY

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

Mission & Focus Areas

Merlin Foundation Inc (Missoula, MT)

Primary funding focus areas include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Science Teachers
  • STEM Education
  • Renewable Energy

Merlin Foundation (Boulder, CO)

Primary funding focus areas include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Health Care
  • Science Teachers
  • Renewable Energy
  • Community and School Gardens
  • Environmental Education
  • Wildlife

Grantmaking

The Boulder, CO foundation made 25 grants in the most recent filing year.

Ready to take the next step with Merlin Foundation Inc?

Geographic Focus

Where this funder awards grants

Merlin Foundation Inc (Missoula, MT): Montana, Oregon, and Virginia

Merlin Foundation (Boulder, CO): District of Columbia, Colorado, and New York

Grant Distribution by State

15states
+7 more states

Cities

ANN ARBORARLINGTONBILLINGSBOISEBOZEMANCHARLODENVERDEPOE BAYFLORENCEGREAT BARRINGTONGREENBRAEHAGERSTOWNHANAHELENAHILOHONOLULUJACKSONVILLELAGUNA HILLSLEWISTONLINCOLN CITY

Financial History

Multi-year comparison from IRS filings

Merlin Foundation Inc (Missoula, MT)

  • Total Assets (2024): $7,028,236
  • Total Giving (2024): $363,000

Merlin Foundation (Boulder, CO)

  • Total Assets (2024): $12,329,121
  • Total Giving (2024): $5,110,000
  • Total Revenues (FYE 11/2024): $1,852,690
  • Total Expenses (FYE 11/2024): $5,170,085
  • Total Grants, Contributions (FYE 11/2024): $1,265,600
  • Investment Income and Dividends (FYE 11/2024): $592,510

The Boulder, CO foundation experienced a 75.2% decline in total revenues from the prior year (FYE 11/2023: $7,472,586).

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$91K$182K$272K$363K27 grants201928 grants202031 grants202138 grants202247 grants202346 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF MONTANA FO…$33KMISSOULA COMMUNITY FOUND…$30KCONSERVATION INTERNATIONAL$25KHANA RETREAT -ALA KUKUI$20KBIRD ALLIANCE OF OREGON$16KFAMILIES FIRST LEARNING …$10KMISSOULA FOOD BANK$10KTHE ROXY THEATER$10KTHE SAFINA CENTER$10KTHE DAVID SHELDRICK WILD…$10K

Grant Size Distribution

190 grants across all recorded years

190<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Montana Foundation ($32,500), Missoula Community Foundation ($30,000), Conservation International ($25,000).

RecipientPurposeAmount
BLACKFOOT CHALLENGE OVANDO, MTSUPPORT CONSERVATION AND EDUCATION IN THE BLACKFOOT VALLEY$5,000
CLIMATE SMART MISSOULA, MTSUPPORT TO BUILD NETWORKS TO FOSTER A RESILIENT COMMUNITY.$5,000
CONSERVATION INTERNATIONAL ARLINGTON, VAPROTECTING THE NATURE THAT PEOPLE RELY ON FOR FOOD AND FRESH WATER$25,000
ECOLOGY PROJECT INTERNTIONAL MISSOULA, MTPROTECT CRITICAL WILDLIFE HABITAT$2,500
EXPLORATION WORKS HELENA, MTSUPPORT MONTANA CHILDREN WITH HANDS ON EXPERIENCE FOR STEM KNOWLEDGE$5,000
FAMILIES FIRST LEARNING LAB MISSOULA, MTSUPPORT FAMILIES IN THE COMMUNITY THROUGH EDUCATION AND PLAY$10,000
THE FRIENDSHIP CENTER HELENA, MTPROVIDE A SAFE PLACE FOR VICTIMS OF DOMESTIC VIOLENCE AND ASSUALT.$5,000
GIRLS THRIVE HELENA, MTFUND PROGRAM TO EMPOWER GIRLS THROUGH SPORTS TO PROMOTE SELF CONFIDENCE AND SELF ESTEEM$5,000
HANA RETREAT -ALA KUKUI HANA, HIFUND PROGRAMS AND PROJECTS IN THE HANA COMMUNITY.$20,000
HELENA FOOD SHARE HELENA, MTSUPPORT TO CREATE A HUNGER-FREE COMMUNITY.$5,000

Leadership & Key People

Leadership team and compensation from IRS filings

Merlin Foundation (Boulder, CO): Supported by Thomas Barron

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SUSAN E O'CONNORChairman5
ROY S O'CONNORDirector0.5
CHRISTOPHER C O'CONNORDirector0.5
MATHEW C O'CONNORDirector0.5
PHILIP E O'CONNORTreasurer0.5
AMELIA J O'CONNORSecretary0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Merlin Foundation Inc fund?

Primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Science Teachers • STEM Education • Renewable Energy Primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Health Care • Science Teachers • Renewable Energy • Community and School Gardens • Environmental Education • Wildlife

How do I apply for a grant from Merlin Foundation Inc?

• **Total Assets:** $7,028,236 • **Total Annual Giving:** $363,000 • **Typical Award Range:** $1,000–$32,500 • **Geographic Focus:** Montana, Oregon, and Virginia • **Total Assets:** $12,329,121 • **Total Annual Giving:** $5,110,000 • **Typical Award Range:** $10,000–$2,600,000 • **Geographic Focus:** District of Columbia, Colorado, and New York **Recent Grants (Boulder, CO location):** • World Wildlife Fund: $1,000,000 (2024) • Wilderness Society: $800,000 (2024) • The Rhodes Trust: $500,000 (…

Where does Merlin Foundation Inc make grants?

**Merlin Foundation Inc (Missoula, MT):** Montana, Oregon, and Virginia **Merlin Foundation (Boulder, CO):** District of Columbia, Colorado, and New York

What size grants does Merlin Foundation Inc award?

In 2024, Merlin Foundation Inc awarded 46 grants totaling $363K — an average of about $8K per grant, based on its IRS Form 990 filings.

What is Merlin Foundation Inc's EIN?

Merlin Foundation Inc's EIN (Employer Identification Number) is 46-1388787. IRS Form 990 filing data is available on this page for 2019–2024.

Explore Open Grants

Browse active grant opportunities in Merlin Foundation Inc's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

What could you do with Merlin Foundation Inc on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching Merlin Foundation Inc to a real strategy.

Plan your approach