MERKIN FAMILY FOUNDATION
Cite this
Plain text MERKIN FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2018–2023. https://furp.org/org/merkin-family-foundation-200527223. Retrieved 2026-10-25.
APA furp.org. (n.d.). MERKIN FAMILY FOUNDATION [Nonprofit organization profile; tax years 2018–2023]. Retrieved October 25, 2026, from https://furp.org/org/merkin-family-foundation-200527223
MLA “MERKIN FAMILY FOUNDATION.” furp.org, tax years 2018–2023, https://furp.org/org/merkin-family-foundation-200527223. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2018–2023. Data: furp.org, CC BY 4.0.
2023 · Form 990PF · revenue $11.2M · expenses $11.3M · assets $228.6M
- EIN
- 20-0527223
- Address
- 3115 OCEAN FRONT WALK APT 301, MARINA DL REY, CA 90292-5142
- NTEE code
- T22
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- October 2004 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
None of the 2 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Anne Wymer | SECRETARY/TREASURER | 2018-2023 | 4 | $0 reported | 2 |
| Richard Merkin | PRESIDENT | 2018-2023 | 4 | $0 reported | 1 |
People by year
2023 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD MERKIN | PRESIDENT | 4 | $0 | - | $0 | $0 | 1 |
| ANNE WYMER | SECRETARY/TREASURER | 4 | $0 | - | $0 | $0 | 2 |
2022 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD MERKIN | PRESIDENT | 4 | $0 | - | $0 | $0 | 1 |
| ANNE WYMER | SECRETARY/TREASURER | 4 | $0 | - | $0 | $0 | 2 |
2021 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD MERKIN | PRESIDENT | 4 | $0 | - | $0 | $0 | 1 |
| ANNE WYMER | SECRETARY/TREASURER | 4 | $0 | - | $0 | $0 | 2 |
2020 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD MERKIN | PRESIDENT | 4 | $0 | - | $0 | $0 | 1 |
| ANNE WYMER | SECRETARY/TREASURER | 4 | $0 | - | $0 | $0 | 2 |
2019 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD MERKIN | PRESIDENT | 4 | $0 | - | $0 | $0 | 1 |
| ANNE WYMER | SECRETARY/TREASURER | 4 | $0 | - | $0 | $0 | 2 |
2018 · 2 people listed · none paid
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RICHARD MERKIN | PRESIDENT | 4 | $0 | - | $0 | $0 | 1 |
| ANNE WYMER | SECRETARY/TREASURER | 4 | $0 | - | $0 | $0 | 2 |
Highest-paid independent contractors
2023 · 1 contractor · $881K
| Name | Location | Service | Paid |
|---|---|---|---|
| JSL CORPORATION | SANTA MONICA, CA | INVESTMENT ADVISORY | $881,005 |
2022 · 1 contractor · $453K
| Name | Location | Service | Paid |
|---|---|---|---|
| JSL CORPORATION | SANTA MONICA, CA | INVESTMENT ADVISORY | $453,294 |
2021 · 1 contractor · $863K
| Name | Location | Service | Paid |
|---|---|---|---|
| JSL CORPORATION | SANTA MONICA, CA | INVESTMENT ADVISORY | $863,120 |
2020 · 1 contractor · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| JSL CORPORATION | SANTA MONICA, CA | INVESTMENT ADVISORY | $1,049,668 |
2019 · 1 contractor · $832K
| Name | Location | Service | Paid |
|---|---|---|---|
| JSL CORPORATION | SANTA MONICA, CA | INVESTMENT ADVISORY | $831,608 |
2018 · 1 contractor · $770K
| Name | Location | Service | Paid |
|---|---|---|---|
| JSL CORPORATION | SANTA MONICA, CA | INVESTMENT ADVISORY | $769,995 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2023 · 14 grants to organizations · $9.2M
2022 · 17 grants to organizations · $11.7M
2021 · 13 grants to organizations · $11.7M
2020 · 17 grants to organizations · $17.2M
2019 · 15 grants to organizations · $12.8M
2018 · 20 grants to organizations · $6.5M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2023 · 1 contributor · $1.7M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | MAVERICK ENTERPRISES INC Fuzzy 0.62 | Organization or other | MARINA DEL REY, CA | $1,726,597 | $1,726,597 | Form 990PF Sch. B, 2023 · filing |
2021 · 2 contributors · $2.5M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 2 | CENTRAL VALLEY ADMINISTRATORS INC | Organization or other | MARINA DEL REY, CA | $2,308,337 | $2,308,337 | Form 990PF Sch. B, 2021 · filing |
| 1 | CENTRAL VALLEY ADMINISTRATORS INC | Organization or other | MARINA DEL REY, CA | $177,359 | $177,359 | Form 990PF Sch. B, 2021 · filing |
2020 · 2 contributors · $18.8M
2019 · 1 contributor · $8.7M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | HERITAGE MEDICAL SYSTEMS | Organization or other | MARINA DEL REY, CA | $8,714,079 | $8,714,079 | Form 990PF Sch. B, 2019 · filing |
2018 · 1 contributor · $1.4M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CENTRAL VALLEY ADMINISTRATORS INC | Organization or other | MARINA DEL REY, CA | $1,390,000 | $1,390,000 | Form 990PF Sch. B, 2018 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2023 · Form 990PF | ||||||||
| $11,222,341 | $11,269,010 | $228,648,321 | $228,651,216 | $1,726,597 | - | $0 | - | - |
| 2022 · Form 990PF | ||||||||
| $5,459,799 | $12,323,764 | $228,694,990 | $228,697,885 | - | - | $0 | - | - |
| 2021 · Form 990PF | ||||||||
| $6,972,502 | $13,089,082 | $235,736,162 | $235,561,850 | $2,485,696 | - | $0 | - | - |
| 2020 · Form 990PF | ||||||||
| $31,870,945 | $18,860,213 | $241,752,328 | $241,678,430 | $18,812,625 | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $35,448,262 | $14,163,177 | $228,667,698 | $228,667,698 | $8,714,079 | - | $0 | - | - |
| 2018 · Form 990PF | ||||||||
| $11,584,053 | $7,674,908 | $207,382,613 | $207,382,613 | $1,390,000 | - | $0 | - | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- RICHARD MERKIN CHILDRENS CHARITIES Marina Dl Rey, CA · 1 person in common (Anne Wymer)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| PRIEM FAMILY FOUNDATION | CA | T22 | $10,696,395 | $31,308,060 | DIRECTOR, PRESIDENT, CEO | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| THOMAS FAMILY FOUNDATION | CA | T22 | $7,779,975 | $1,411,376 | PRESIDENT & CHAIRMAN OF THE BO | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| ZHANGXU FAMILY FOUNDATION | CA | T22 | $9,493,907 | $87,247 | President | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| ELBAZ FAMILY FOUNDATION TR | CA | T22 | $8,950,586 | $3,877,403 | Trustee | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| SPECIALTY FAMILY FOUNDATION | CA | T22 | $18,550,464 | $3,991,623 | PRESIDENT | $420,239 | Same NTEE code T22, revenue within 2x, same state, similar name |
| MERCURY FOUNDATION | CA | T22 | $15,081,915 | $32,444,756 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| CAYTON-GOLDRICH FAMILY FOUNDATION | CA | T22 | $13,782,622 | $7,588,430 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| THE@MAURICE MARCIANO FAMILY FOUNDATION | CA | T22 | $8,662,112 | $2,807,325 | PRESIDENT & DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state, similar name |
| MEADOWVIEW FOUNDATION | CA | T22 | $15,619,619 | $14,776,840 | PRESIDENT & DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| WHH FOUNDATION | CA | T22 | $11,426,815 | $9,155,199 | EXECUTIVE DIRECTOR | $212,930 | Same NTEE code T22, revenue within 2x, same state |
| SHP FOUNDATION | CA | T22 | $12,827,460 | $5,569,199 | SECRETARY, DIRECTOR | $0 | Same NTEE code T22, revenue within 2x, same state |
| PWB FOUNDATION | CA | T22 | $14,849,149 | $24,266,892 | DIRECTOR AND CEO | $0 | Same NTEE code T22, revenue within 2x, same state |
| RADY FOUNDATION | CA | T22 | $20,664,711 | $4,297,196 | Trustee | $0 | Same NTEE code T22, revenue within 2x, same state |
| QUEST FOUNDATION | CA | T22 | $10,039,857 | $8,297,441 | EXECUTIVE DIRECTOR, CFO & DIRECTOR | $182,924 | Same NTEE code T22, revenue within 2x, same state |
| SCOTT FOUNDATION | CA | T22 | $9,587,697 | $1,770,368 | CHAIRMAN OF THE BOARD AND | $0 | Same NTEE code T22, revenue within 2x, same state |
| ROY AND PATRICIA DISNEY FAMILY FOUNDATION | CA | T22 | $10,538,607 | $7,321,079 | Chief Executive Officer | $440,442 | Same NTEE code T22, revenue within 2x, same state |
| COLBURN FOUNDATION | CA | T22 | $19,384,539 | $24,028,332 | EXECUTIVE DIR. | $96,609 | Same NTEE code T22, revenue within 2x, same state |
| VALHALLA FOUNDATION | CA | T22 | $14,125,198 | $123,257,382 | BOARD CHAIR | $0 | Same NTEE code T22, revenue within 2x, same state |
| S MARK TAPER FOUNDATION | CA | T22 | $16,478,780 | $10,253,300 | EXECUTIVE DIRECTOR | $535,777 | Same NTEE code T22, revenue within 2x, same state |
| AUTODESK FOUNDATION | CA | T22 | $6,730,000 | $6,690,502 | DIRECTOR | $40,000 | Same NTEE code T22, revenue within 2x, same state |
| PERENCHIO FOUNDATION | CA | T22 | $10,214,216 | $56,732,053 | CEO | $516,827 | Same NTEE code T22, revenue within 2x, same state |
| KASPERICK FOUNDATION | CA | T22 | $14,613,245 | $5,690,368 | TRUSTEE | $0 | Same NTEE code T22, revenue within 2x, same state |
| KISCO CARES FOUNDATION | CA | T22 | $11,797,033 | $3,306,069 | DIRECTOR, PRESIDENT, SECRE | $0 | Same NTEE code T22, revenue within 2x, same state |
| TORREY COAST FOUNDATION | CA | T22 | $15,017,451 | $10,078,289 | PRESIDENT | $0 | Same NTEE code T22, revenue within 2x, same state |
| LAMPERT FAM FOUNDATION UTA 121500 | CA | T22 | $10,400,319 | $6,250,257 | FOUNDATION ASSOCIATE | $197,020 | Same NTEE code T22, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2023 · Form 990PF · $11,269,010 spent · pay $0 · grants $9,180,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $9,180,000 | 81.5% | |
| Fees: other professional | $1,979,526 | 17.6% | |
| Taxes | $49,372 | 0.4% | |
| Fees: accounting | $41,520 | 0.4% | |
| Fees: legal | $17,892 | 0.2% | |
| Other expenses | $700 | 0.0% | |
| Total | $11,269,010 | 100% |
2022 · Form 990PF · $12,323,764 spent · pay $0 · grants $11,734,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $11,734,000 | 95.2% | |
| Fees: other professional | $538,437 | 4.4% | |
| Fees: accounting | $25,110 | 0.2% | |
| Fees: legal | $14,917 | 0.1% | |
| Taxes | $10,268 | 0.1% | |
| Other expenses | $1,032 | 0.0% | |
| Total | $12,323,764 | 100% |
2021 · Form 990PF · $13,089,082 spent · pay $0 · grants $11,731,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $11,731,000 | 89.6% | |
| Fees: other professional | $982,771 | 7.5% | |
| Taxes | $242,921 | 1.9% | |
| Fees: legal | $124,926 | 1.0% | |
| Fees: accounting | $6,755 | 0.1% | |
| Other expenses | $709 | 0.0% | |
| Total | $13,089,082 | 100% |
2020 · Form 990PF · $18,860,213 spent · pay $0 · grants $17,180,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $17,180,000 | 91.1% | |
| Fees: other professional | $1,236,303 | 6.6% | |
| Taxes | $383,313 | 2.0% | |
| Fees: legal | $35,470 | 0.2% | |
| Fees: accounting | $24,645 | 0.1% | |
| Other expenses | $482 | 0.0% | |
| Total | $18,860,213 | 100% |
2019 · Form 990PF · $14,163,177 spent · pay $0 · grants $12,805,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $12,805,000 | 90.4% | |
| Fees: other professional | $1,049,863 | 7.4% | |
| Taxes | $226,195 | 1.6% | |
| Fees: accounting | $54,734 | 0.4% | |
| Fees: legal | $22,767 | 0.2% | |
| Other expenses | $4,618 | 0.0% | |
| Total | $14,163,177 | 100% |
2018 · Form 990PF · $7,674,908 spent · pay $0 · grants $6,498,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,498,000 | 84.7% | |
| Fees: other professional | $962,219 | 12.5% | |
| Taxes | $155,532 | 2.0% | |
| Fees: accounting | $56,940 | 0.7% | |
| Other expenses | $2,017 | 0.0% | |
| Fees: legal | $200 | 0.0% | |
| Total | $7,674,908 | 100% |
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