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.
The Mertz Charitable Trust UA #745176 at a glance
In short: The Mertz Charitable Trust UA #745176 gave $200K across 3 grants in 2025 (avg $67K), top state New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $200,000
- Grants made (2025)
- 3
- Average grant
- $66,667
- Median grant
- $80,000
- Total assets
- $321,025
- -89.0% vs 2024
- Primary geography
- New York (40% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who The Mertz Charitable Trust UA #745176 funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was The Macula Foundation Inc ($80K). Together the top 3 received $200K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 12 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How The Mertz Charitable Trust UA #745176 gives
- Giving fell 71% from 2022 to 2025. Method
- In 2025 it paid out 184% 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 2021 to 2025, annual grant giving ranged from $200K (2025) to $750K (2021). In 2025 it made 3 grants totaling $200K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Macula Foundation Inc New York, NY | General Operating | $80,000 |
| Swarthmore College Swarthmore, PA | General Operating | $80,000 |
| Alzheimers Association Chicago, IL | General Operating | $40,000 |
Ready to take the next step with The Mertz Charitable Trust UA #745176?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $321,025 | $-2,343,320 | $249,021 | $200,000 | 3 | $201,929 | $30,097 | $109,954 |
| 2024 | $2,912,142 | $-1,687,199 | $30,602 | — | — | $250 | $79,453 | $259,193 |
| 2023 | $4,631,574 | $-1,647,800 | $450,163 | $350,000 | 3 | $357,523 | $649 | $389,630 |
| 2022 | $6,740,471 | $874,255 | $823,713 | $700,000 | 3 | $712,578 | $168,972 | $479,078 |
| 2021 | $6,691,614 | $180,463 | $806,200 | $750,000 | 3 | — | $149,409 | $474,298 |
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.
Leadership & Key People
Officers and directors from IRS filings
The Mertz Charitable Trust UA #745176's only listed officer is BNY Mellon N A, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
BNY Mellon N A
Trustee
On filings since 2022
1 hr/week
$31K (2022) → $4K (2025)
Former officers (1)
- Former: BNY Mellon NA (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to BNY Mellon N a (Trustee).
Frequently asked questions about The Mertz Charitable Trust UA #745176
How much does The Mertz Charitable Trust UA #745176 give each year?
The Mertz Charitable Trust UA #745176 gave $200K across 3 grants in 2025, according to its 2025 IRS Form 990-PF.
What is The Mertz Charitable Trust UA #745176's typical grant size?
The Mertz Charitable Trust UA #745176's median grant in 2025 was $80,000, and its average grant was $66,667, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Mertz Charitable Trust UA #745176 give grants?
The Mertz Charitable Trust UA #745176's top state is New York, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Pennsylvania (40%) and Illinois (20%).
Does The Mertz Charitable Trust UA #745176 give general operating support?
Yes: 100% of The Mertz Charitable Trust UA #745176's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Mertz Charitable Trust UA #745176?
The Mertz Charitable Trust UA #745176 reported $321K in total assets on its 2025 IRS Form 990-PF. It paid out $202K in qualifying distributions that year, against a required minimum of $110K (roughly 5% of its investment assets).
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in The Mertz Charitable Trust UA #745176's focus areas in our free grants database
Similar Funders
Funders with grantees in common
The Newcomer Family Foundation Inc
Jackson, WY
Assets
$1.1M
Grants
4
Total Given
$57K
President and Fellows of Harvard College
Cambridge, MA
Harvard’s grantmaking primarily supports research and education, including research awards and sub-awards to universities, hospitals, and research institutes. In 2025, it reported 352 grants ranging from $5,002 to $27.4 million, with a median of $123,018; recipients were concentrated in Massachusetts, which received 64% of grant dollars. The profile does not state whether Harvard accepts unsolicited requests.
Assets
$79.9B
Grants
352
Total Given
$273.3M
Alpin J & Alpin W Cameron Memorial
Pittsburgh, PA
The Alpin J & Alpin W Cameron Memorial has supported organizations in conservation, education, veterans’ services, journalism, and other areas, with grants to groups in Pennsylvania and elsewhere. Recent giving ranged from examples of $3,000–$10,000 in 2024 to one $250,000 general-support grant in 2025. It says giving is not restricted to preselected organizations; applicants should contact Ross Vandenbergh Esquire about applying, deadlines, and restrictions.
Assets
$5.3M
Grants
1
Total Given
$250K
KPMG US Foundation Inc
Montvale, NJ
KPMG US Foundation supports education, mental health, community vitality, and community relief and resilience, with grants distributed across the United States. Its 2025 grants had a median of $25,000, though amounts ranged from about $5,000 to $2.2 million. The available information does not say whether it accepts unsolicited requests.
Assets
$12.4M
Grants
387
Total Given
$33.5M
The John L and Corrinne Alpert
New York, NY
Assets
$64K
Grants
40
Total Given
$10K
The Small Change Foundation
San Francisco, CA
Assets
—
Grants
3
Total Given
$12K
More similar funders
More Funders in Pennsylvania
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from The Mertz Charitable Trust UA #745176'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.
The Mertz Charitable Trust UA #745176 down — hundreds of funders to go?