Merrill Family Foundation Inc is a private foundation focused on Education, based in PORTLAND, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.7M in total assets. In 2024, it awarded 3 grants totaling $417K. Net investment income was $247K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.7M
+9.3% YoY
Annual Giving
$417K
+84.9% YoY
Grant Count
3
+50.0% YoY
Avg Grant Size
$139K
+23.2% YoY
Under IRS private-foundation payout rules, Merrill Family Foundation Inc reported a distributable amount of $341K for 2024 — the minimum it must pay out in qualifying distributions.
About Merrill Family Foundation Inc
Based on IRS filings
Merrill Family Foundation Inc is a private foundation focused on Education, based in PORTLAND, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.7M in total assets. In 2024, it awarded 3 grants totaling $417K. Net investment income was $247K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,740,407 | $6,164,450 | $5,529,099 |
| Revenue | $1,041,594 | $914,124 | $197,722 |
| Expenses | $465,637 | $278,773 | $851,865 |
| Qualifying Distributions | $423,094 | $235,048 | $818,893 |
| Net Investment Income | $247,367 | $395,399 | $115,498 |
| Distributable Amount | $340,605 | $293,817 | $307,644 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Habitat for Humanity ($200,000), Osu Foundation ($180,600), Lifeworks Northwest ($36,795).
| Recipient | Purpose | Amount |
|---|---|---|
| OSU FOUNDATION PORTLAND, OR | SCHOLARSHIPS | $180,600 |
| HABITAT FOR HUMANITY PORTLAND, OR | AFFORDABLE HOUSING | $200,000 |
| LIFEWORKS NORTHWEST PORTTLAND, OR | MENTAL HEALTH & ADDICTION | $36,795 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KAY MERRILL | SECRETARY | 1 | — |
| LISA SICKLER | PRESIDENT | 1 | — |
| LEE SICKLER | OFFICER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Merrill Family Foundation Inc?
Merrill Family Foundation Inc is a private foundation focused on Education, based in PORTLAND, OR. It holds $6.7M in total assets as of 2024.
How large is Merrill Family Foundation Inc?
As of 2024, Merrill Family Foundation Inc holds $6.7M in total assets with $1.0M in annual revenue. It awarded 3 grants totaling $417K in 2024.
Where does Merrill Family Foundation Inc operate?
Merrill Family Foundation Inc has awarded grants in New York, Oregon.
What size grants does Merrill Family Foundation Inc award?
In 2024, Merrill Family Foundation Inc awarded 3 grants totaling $417K — an average of about $139K per grant, based on its IRS Form 990 filings.
How much is Merrill Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Merrill Family Foundation Inc reported a distributable amount of $341K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Merrill Family Foundation Inc's EIN?
Merrill Family Foundation Inc's EIN (Employer Identification Number) is 93-1191941. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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