Merlin Foundation Inc
There are multiple organizations operating under the Merlin Foundation name. The primary entities identified are:
Key facts about Merlin Foundation Inc
- EIN
- 46-1388787
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $363,000
- Grants made (2024)
- 46
- Average grant
- $7,891
- Median grant
- $5,000
- Primary geography
- Montana (63% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated June 2026.
Who Merlin Foundation Inc funds
By grant dollars, the top recipient states for Merlin Foundation Inc's 46 itemized 2024 grants were Montana (63%), Virginia (10%) and Hawaii (8%). The most frequent recipient cities were Missoula, MT (15 grants), Helena, MT (10 grants), Bozeman, MT (4 grants) and Arlington, VA (2 grants). None of its 46 grants with a stated purpose were described as general or operating support.
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
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
Share of all 46 itemized 2024 grant dollars.
States
Cities
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).
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
190 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include University of Montana Foundation ($32,500), Missoula Community Foundation ($30,000), Conservation International ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF MONTANA FOUNDATION MISSOULA, MT | SUPPORT U OF M'S CHAIR OF FISHERIES TO HELP MAKE AN IMPACT FOR THE HEALTH OF MONTANA FISH | $32,500 |
| MISSOULA COMMUNITY FOUNDATION MISSOULA, MT | ENHANCE THE MISSOULA COMMUNITY BY STRENGTHENING NON PROFITS. | $30,000 |
| CONSERVATION INTERNATIONAL ARLINGTON, VA | PROTECTING THE NATURE THAT PEOPLE RELY ON FOR FOOD AND FRESH WATER | $25,000 |
| HANA RETREAT -ALA KUKUI HANA, HI | FUND PROGRAMS AND PROJECTS IN THE HANA COMMUNITY. | $20,000 |
| BIRD ALLIANCE OF OREGON PORTLAND, OR | SLIDING SCALE TUITION FOR STIFTS NATURE CAMPTS, AND $4,000 TO SUPPORT SCAPE SCHOOL PROGRAMS | $16,000 |
| FAMILIES FIRST LEARNING LAB MISSOULA, MT | SUPPORT FAMILIES IN THE COMMUNITY THROUGH EDUCATION AND PLAY | $10,000 |
| MISSOULA FOOD BANK MISSOULA, MT | PROVIDE SUPPORT FOR A HUNGER-FREE COMMUNITY | $10,000 |
| THE ROXY THEATER MISSOULA, MT | SUPPORT CINEMA THROUGH EDUCATION AND COMMUNITY | $10,000 |
| THE SAFINA CENTER SETAUKET, NY | SUPPORT SCIENTIFIC RESEARCH AND CONSERVATION THROUGH LITERATURE, ART, FILM AND PHOTOGRAPHY | $10,000 |
| THE DAVID SHELDRICK WILDLIFE TRUST LAGUNA HILLS, CA | SUPPORT THE ORPHAN'S PROJECT | $10,000 |
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN E O'CONNOR | Chairman | 5 | — |
| ROY S O'CONNOR | Director | 0.5 | — |
| CHRISTOPHER C O'CONNOR | Director | 0.5 | — |
| MATHEW C O'CONNOR | Director | 0.5 | — |
| PHILIP E O'CONNOR | Treasurer | 0.5 | — |
| AMELIA J O'CONNOR | Secretary | 0.5 | — |
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
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.