W H Mercer Sr Memorial Fund

Foundation · Grantmaker Edna, TX EIN: 74-2987244

W H Mercer Sr Memorial Fund is a private foundation focused on Education, based in Edna, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $70K in total assets. In 2024, it awarded 5 grants totaling $4K. Net investment income was $2K.

Key facts about W H Mercer Sr Memorial Fund

EIN
74-2987244
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$4,415
Grants made (2024)
5
Average grant
$883
Median grant
$1,000
Total assets
$70,410
Primary geography
Texas (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who W H Mercer Sr Memorial Fund funds

By grant dollars, the top recipient states for W H Mercer Sr Memorial Fund's 5 itemized 2024 grants were Texas (100%). None of its 5 grants with a stated purpose were described as general or operating support. Recurring purposes include "Scholarship to Attend College" (5 grants).

How W H Mercer Sr Memorial Fund gives

  • Giving fell 37% from 2021 to 2024. Method
  • In 2024 it paid out 68% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$70K

-3.2% YoY

Annual Giving

$4K

-36.9% YoY

Grant Count

5

-28.6% YoY

Avg Grant Size

$883

-11.7% YoY

Under IRS private-foundation payout rules, W H Mercer Sr Memorial Fund reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.

About W H Mercer Sr Memorial Fund

Based on IRS filings

W H Mercer Sr Memorial Fund is a private foundation focused on Education, based in Edna, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $70K in total assets. In 2024, it awarded 5 grants totaling $4K. Net investment income was $2K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 5 itemized 2024 grant dollars.

States

Cities

EdnaGanadoVictoriaInezLolitaVanderbiltEndaFrancitasLaward

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3K$6K$9K$13K20202021202220232024
Metric202420232022
Total Assets$70,410$72,733$78,797
Revenue$2,290$1,420$831
Expenses$4,613$7,484$11,389
Qualifying Distributions$4,415$7,000$11,000
Net Investment Income$2,056$892$136
Distributable Amount$6,507$5,819$6,168

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$8K$11K9 grants20207 grants202111 grants20227 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Isabella Kovar: $1KIsabella Kovar$1KKathleen O'Brain: $1KKathleen O'Brain$1KMarkel Soto: $1KMarkel Soto$1KMiranda Rodriguez: $1KMiranda Rodriguez$1KTrevor Perez: $415Trevor Perez$415

Grant Size Distribution

39 grants across all recorded years

39<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Isabella Kovar ($1,000), Kathleen O'Brain ($1,000), Markel Soto ($1,000).

RecipientPurposeAmount
ISABELLA KOVAR Ganado, TXSCHOLARSHIP TO ATTEND COLLEGE$1,000
KATHLEEN O'BRAIN Vanderbilt, TXSCHOLARSHIP TO ATTEND COLLEGE$1,000
MARKEL SOTO Enda, TXSCHOLARSHIP TO ATTEND COLLEGE$1,000
MIRANDA RODRIGUEZ Inez, TXSCHOLARSHIP TO ATTEND COLLEGE$1,000
TREVOR PEREZ Victoria, TXSCHOLARSHIP TO ATTEND COLLEGE$415

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

NameTitleHoursCompensation
Michael MercerChairman——
John Dale Mercer JrVice Chairman——
Lynanne WaldenTreasurer——
Sarah BradleySecretary——
Elisabeth ThompsonTrustee——
Patrick Ryan MercerTrustee——

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is W H Mercer Sr Memorial Fund?

W H Mercer Sr Memorial Fund is a private foundation focused on Education, based in Edna, TX. It holds $70K in total assets as of 2024.

How large is W H Mercer Sr Memorial Fund?

As of 2024, W H Mercer Sr Memorial Fund holds $70K in total assets with $2K in annual revenue. It awarded 5 grants totaling $4K in 2024.

Where does W H Mercer Sr Memorial Fund operate?

W H Mercer Sr Memorial Fund has awarded grants in Texas.

What size grants does W H Mercer Sr Memorial Fund award?

In 2024, W H Mercer Sr Memorial Fund awarded 5 grants totaling $4K — an average of about $883 per grant, based on its IRS Form 990 filings.

How much is W H Mercer Sr Memorial Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, W H Mercer Sr Memorial Fund reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is W H Mercer Sr Memorial Fund's EIN?

W H Mercer Sr Memorial Fund's EIN (Employer Identification Number) is 74-2987244. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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