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.

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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

No grants recorded for .

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

Related Funders

Similar funders by location and focus area

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

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