The Mullervy Family Foundation

PALM BEACH, FL EIN: 30-6267233

The Mullervy Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $659K in total assets. In 2024, it made $1K in qualifying distributions. Net investment income was $48K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$659K

+7.6% YoY

Revenue

$49K

+104.9% YoY

Qualifying Distributions

$1K

-97.2% YoY

Expenses

$2K

-95.8% YoY

Under IRS private-foundation payout rules, The Mullervy Family Foundation reported a distributable amount of $38K for 2024 — the minimum it must pay out in qualifying distributions.

About The Mullervy Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $100K (54%)

Georgia $30K (16%)

New Jersey $25K (14%)

New York $20K (11%)

Texas $9K (5%)

States

Georgia Indiana New Jersey New York Texas

Cities

FlushingGreensboroHoustonLawrencevilleNotre Dame

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$658,727	$612,177	$635,482
Revenue	$48,535	$23,686	$10,533
Expenses	$1,985	$46,991	$3,811
Qualifying Distributions	$1,275	$46,359	$1,407
Net Investment Income	$47,825	$23,054	$9,921
Distributable Amount	$38,238	$34,864	$34,369

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BESSEMER TRUST COMPANY OF FLORIDA	CORPORATE TRUSTEE	5	—
TERENCE A MULLERVY	TRUSTEE	—	—
MARY L MULLERVY	TRUSTEE	—	—
SCOTT W MULLERVY	TRUSTEE	—	—
LYNNE M MULLERVY	TRUSTEE	—	—
MARK C MULLERVY	TRUSTEE	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Mullervy Family Foundation?

The Mullervy Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. It holds $659K in total assets as of 2024.

How large is The Mullervy Family Foundation?

As of 2024, The Mullervy Family Foundation holds $659K in total assets with $49K in annual revenue.

Where does The Mullervy Family Foundation operate?

The Mullervy Family Foundation has awarded grants in Georgia, Indiana, New Jersey, New York, Texas.

How much is The Mullervy Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Mullervy Family Foundation reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Mullervy Family Foundation's EIN?

The Mullervy Family Foundation's EIN (Employer Identification Number) is 30-6267233. IRS Form 990 filing data is available on this page for 2020–2024.