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EIN 38-3573217

Kahn Sovel Mertz Fund

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Bethesda
State
Maryland
Year formed
2001
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Kahn Sovel Mertz Fund is a private foundation located in Orchard Lake, MI that primarily funds general fund contribution for the purpose of serving as a source of income to accomplish exempt purposes. Last year, the fund made 41 grants to grantees such as Adat Shalom Synagogue and others.
Total revenues
$501,023
2023
Total expenses
$161,945
2023
Total assets
$781,286
2023
Num. employees
0
2023

Program areas at Kahn Sovel Mertz Fund

Source of income to accomplish exempt purpose
Source of income to accomplish exempt purpose

Grants made by Kahn Sovel Mertz Fund

GranteeGrant descriptionAmount
American Friends of Magen David AdomGeneral Fund Contribution$36,000
Jewish Federation of Metropolitan DetroitGeneral Fund Contribution$15,000
Adat Shalom SynagogueGeneral Fund Contribution$12,070
...and 17 more grants made

Personnel at Kahn Sovel Mertz Fund

NameTitleCompensation
Julee MertzPresident$0

Financials for Kahn Sovel Mertz Fund

RevenuesFYE 12/2023
Total grants, contributions, etc.$399,951
Investment income and dividends$22,988
Net rental income$0
Net gain from sale of non-inventory assets$77,818
Gross sales of inventory$0
Miscellaneous revenues$266
Total revenues$501,023

Form 990s for Kahn Sovel Mertz Fund

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-07990PFView PDF
2022-122023-05-11990PFView PDF
2021-122022-04-27990PFView PDF
2020-122021-06-21990PFView PDF
2019-122020-09-17990PRView PDF
...and 6 more Form 990s
Data update history
August 8, 2024
Posted financials
Added Form 990PF for fiscal year 2023
July 23, 2024
Updated personnel
Identified 1 new personnel
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 23, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 31, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
8309 River Trail LN
Bethesda, MD 20817
Metro area
Washington-Arlington-Alexandria, DC-VA-MD-WV
County
Montgomery County, MD
Phone
(312) 208-0287
IRS details
EIN
38-3573217
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2001
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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