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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 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
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