Funder DirectoryESTHER AND HAROLD MERTZ FOUNDATION
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Private foundation (trust)EIN 137231616Est. 2000-11

ESTHER AND HAROLD MERTZ FOUNDATION

SIOUX FALLS, SD 57104

Accepts unsolicited proposals

Total Assets

$398.6M

FY 2023

Annual Giving

$2.0M

FY 2023

Grants Made

13

FY 2023

Avg Grant

$157K

FY 2023

Grant Range

$10K–$1M

Typical

Deadlines

In accordance with website

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$5.4M

Total Expenses

$3.4M

Qualifying Distributions

$3.3M

Distributable Amount

$19.6M

Min. Investment Return

$19.7M

Undistributed Income

$18.0M

Payout rate 17%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.17%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $10K through median $25K to maximum $1M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $57.4M in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

36 grants

SOUTHWEST FLORIDA WATER MANAGEMENT DISTRICT
$47.7M
1 grant
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
$8.7M
1 grant
HOPE FOR NEW YORK
$1.3M
3 grants
FREEDOM ALLIANCE
$1.1M
3 grants
PINES FOUNDATION
$1M
1 grant
TUNNELS TO TOWERS
$320K
2 grants
BACK ON MY FEET
$100K
3 grants
AMERICA'S VETDOGS
$75K
3 grants

Grant Size Distribution

36 grants

<$10K
5
grants
$10–50K
18
grants
$50–250K
5
grants
$250K–1M
6
grants
$1–5M
$5M+
2
grants

Geographic Focus

5 states

Florida
$48.7M
80% of total
New York
$10.6M
18% of total
Virginia
$1.1M
2% of total
Pennsylvania
$100K
0% of total
South Dakota
$60K
0% of total

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