The Frederick Foundation
The Frederick Foundation is a private foundation, based in Bend, OR. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 9 grants totaling $290K. Net investment income was $312K.
The Frederick Foundation at a glance
In short: The Frederick Foundation gave $290K across 9 grants in 2024 (avg $32K), top state New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $290,000
- +61.1% vs 2023
- Grants made (2024)
- 9
- +50.0% vs 2023
- Average grant
- $32,222
- +7.4% vs 2023
- Median grant
- $20,000
- Total assets
- $1,139,847
- +11.3% vs 2023
- Primary geography
- New York (48% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who The Frederick Foundation funds
How this funder distributes its grants
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 25 grants of 33 (76%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How The Frederick Foundation gives
- Giving grew 53% from 2021 to 2024. Method
- In 2024 it paid out 110% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $66K (2019) to $290K (2024). In 2024 it made 9 grants totaling $290K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 9 grants to individuals Recipients not named | — | $290,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,139,847 | $454,853 | $339,078 | $290,000 | 9 | $290,000 | $311,990 | $262,692 |
| 2023 | $1,024,072 | $242,755 | $243,446 | $180,000 | 6 | $180,000 | $142,755 | $195,175 |
| 2022 | $1,024,763 | $73,750 | $210,315 | $170,000 | 6 | $170,000 | $73,750 | $178,723 |
| 2021 | $1,161,328 | $502,757 | $221,028 | $190,000 | 6 | $190,000 | $105,006 | $180,627 |
| 2020 | $879,599 | $127,448 | $145,715 | $120,000 | 6 | — | $34,417 | $128,263 |
| 2019 | $897,866 | $31,075 | $88,902 | $66,000 | 5 | — | $32,336 | $98,318 |
Under IRS private-foundation payout rules, The Frederick Foundation reported a distributable amount of $263K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Frederick Foundation is led by Charlotte H. Merritt, President on every filing since 2019; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Charlotte H. Merritt
President
On filings since 2019
1 hr/week
No compensation reported
Richard R. Merritt
Vice President
On filings since 2019
1 hr/week
No compensation reported
Stephanie Abel Merritt
Secretary
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Frederick Foundation
How much does The Frederick Foundation give each year?
The Frederick Foundation gave $290K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $180K across 6 grants.
What is The Frederick Foundation's typical grant size?
The Frederick Foundation's median grant in 2024 was $20,000, and its average grant was $32,222, across 9 grants on its 2024 IRS Form 990-PF.
Where does The Frederick Foundation give grants?
The Frederick Foundation's top state is New York, with 48% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Oregon (31%) and California (16%).
Does The Frederick Foundation give general operating support?
Not in 2024: none of the 9 grants with a stated purpose on The Frederick Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support" (9 grants).
How large is The Frederick Foundation?
The Frederick Foundation reported $1.1M in total assets on its 2024 IRS Form 990-PF. It paid out $290K in qualifying distributions that year, against a required minimum of $263K (roughly 5% of its investment assets).
What is The Frederick Foundation's EIN?
The Frederick Foundation's EIN (Employer Identification Number) is 47-1097433. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 14, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- IRS filings on file for fiscal years 2019–2024
Explore Open Grants
Browse active grant opportunities in The Frederick Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Frederick Foundation funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/the-frederick-foundation-morg_0200992baf6c48948a11191c05c9b0fa
BibTeX
@misc{grantable_471097433_2026,
author = {{Grantable}},
title = {{The Frederick Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-frederick-foundation-morg_0200992baf6c48948a11191c05c9b0fa},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Frederick Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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