The Mertz Charitable Trust Ua #745176
The Mertz Charitable Trust Ua #745176 is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $321K in total assets. In 2025, it awarded 3 grants totaling $200K. Net investment income was $30K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$321K
-89.0% YoY
Annual Giving
$200K
Grant Count
3
Avg Grant Size
$67K
Under IRS private-foundation payout rules, The Mertz Charitable Trust Ua #745176 reported a distributable amount of $110K for 2025 — the minimum it must pay out in qualifying distributions.
About The Mertz Charitable Trust Ua #745176
Based on IRS filings
The Mertz Charitable Trust Ua #745176 is a private foundation, based in PITTSBURGH, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $321K in total assets. In 2025, it awarded 3 grants totaling $200K. Net investment income was $30K.
Ready to take the next step with The Mertz Charitable Trust Ua #745176?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $321,025 | $2,912,142 | $4,631,574 |
| Revenue | $-2,343,320 | $-1,687,199 | $-1,647,800 |
| Expenses | $249,021 | $30,602 | $450,163 |
| Qualifying Distributions | $201,929 | $250 | $357,523 |
| Net Investment Income | $30,097 | $79,453 | $649 |
| Distributable Amount | $109,954 | $259,193 | $389,630 |
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 2025
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include The Macula Foundation Inc ($80,000), Swarthmore College ($80,000), Alzheimers Association ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALZHEIMERS ASSOCIATION CHICAGO, IL | GENERAL OPERATING | $40,000 |
| THE MACULA FOUNDATION INC NEW YORK, NY | GENERAL OPERATING | $80,000 |
| SWARTHMORE COLLEGE SWARTHMORE, PA | GENERAL OPERATING | $80,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BNY MELLON N A | TRUSTEE | 1 | $4,198 |
Frequently Asked Questions
How large is The Mertz Charitable Trust Ua #745176?
As of 2025, The Mertz Charitable Trust Ua #745176 holds $321K in total assets with $-2,343,320 in annual revenue. It awarded 3 grants totaling $200K in 2025.
Where does The Mertz Charitable Trust Ua #745176 operate?
The Mertz Charitable Trust Ua #745176 has awarded grants in Illinois, New York, Pennsylvania.
What size grants does The Mertz Charitable Trust Ua #745176 award?
In 2025, The Mertz Charitable Trust Ua #745176 awarded 3 grants totaling $200K — an average of about $67K per grant, based on its IRS Form 990 filings.
How much is The Mertz Charitable Trust Ua #745176 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Mertz Charitable Trust Ua #745176 reported a distributable amount of $110K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Mertz Charitable Trust Ua #745176's EIN?
The Mertz Charitable Trust Ua #745176's EIN (Employer Identification Number) is 13-3206669. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in The Mertz Charitable Trust Ua #745176's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.