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EIN 13-7231616

Esther and Harold Mertz Foundation

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Sioux Falls
State
South Dakota
Year formed
2000
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
Esther M Mertz Charitable Trust Nancy Close is a private foundation located in Sarasota, FL. It made $19,245,039 in grants last year and has total assets of $692,571,934.
Also known as...
Esther M Mertz Charitable Trust Nancy Close; Mertz Esther M and Close Nancy L Ttee
Total revenues
$8,480,865
2022
Total expenses
$2,912,255
2022
Total assets
$679,701,218
2022
Num. employees
1
2022

Program areas at Esther and Harold Mertz Foundation

The Foundation is not directly involved in any charitable activities. Its primary purpose is to support, by contributions, other organizations exempt under irs sec 501(c)(3).
These amounts represent federal & state tax refunds of excess tax paid

Grants made by Esther and Harold Mertz Foundation

GranteeGrant descriptionAmount
Hope for New YorkTo Serve New York's Most Marginalized Residents Including at Risk Youth and the Homeless$500,000
Freedom AllianceTo Advance the American Heritage of Freedom By Honoring Military Service$350,000
Back on My FeetTo Provide Supports for Homeless Inviduals$30,000
...and 5 more grants made

Personnel at Esther and Harold Mertz Foundation

NameTitleCompensation
Dianne StadtfeldTrustee
Nancy L. CloseDirection Advisor / Direction Advisor / Direction Advisor / Direction Advisor / Trustee$945,000

Financials for Esther and Harold Mertz Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$182,303
Investment income and dividends$246,786
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$8,051,776
Total revenues$8,480,865

Form 990s for Esther and Harold Mertz Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-14990PFView PDF
2021-122022-11-15990PFView PDF
2020-122021-11-15990PFView PDF
2019-122021-05-12990PFView PDF
2018-122020-01-15990PFView PDF
...and 8 more Form 990s

Organizations like Esther and Harold Mertz Foundation

OrganizationLocationRevenue
Kenneth M Axtell JR FoundationNorwich, NY$2,607,980
Foundation for Child DevelopmentNew York, NY$3,315,576
OPS FoundationGreenbrae, CA$2,325,737
Associated Production Services (APS)Trevose, PA$4,781,597
Florida Tissue ServicesPensacola, FL$2,827,115
Potts and Sibley FoundationMidland, TX$3,808,892
Terasaki Inst for Biomedical InnovationLos Angeles, CA$7,081,425
The Baptist ApartmentsEdina, MN$2,857,661
Karlin Family FoundationIndian Wells, CA$4,231,775
New York Health FoundationNew York, NY$2,758,843
Data update history
January 22, 2024
Updated personnel
Identified 1 new personnel
January 21, 2024
Posted financials
Added Form 990PF for fiscal year 2022
August 7, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 18, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donations
General information
Address
212 S Main Ave Suite 133
Sioux Falls, SD 57104
Metro area
Sioux Falls, SD
Website URL
mertzfoundation.org/ 
Phone
(605) 271-5154
IRS details
EIN
13-7231616
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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