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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Anne Wymer SECRETARY/TREASURER2018-2023 4 $0 reported 2
Richard Merkin PRESIDENT2018-2023 4 $0 reported 1

People by year

2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD MERKIN PRESIDENT4 $0-$0 $01
ANNE WYMER SECRETARY/TREASURER4 $0-$0 $02
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD MERKIN PRESIDENT4 $0-$0 $01
ANNE WYMER SECRETARY/TREASURER4 $0-$0 $02
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD MERKIN PRESIDENT4 $0-$0 $01
ANNE WYMER SECRETARY/TREASURER4 $0-$0 $02
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD MERKIN PRESIDENT4 $0-$0 $01
ANNE WYMER SECRETARY/TREASURER4 $0-$0 $02
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD MERKIN PRESIDENT4 $0-$0 $01
ANNE WYMER SECRETARY/TREASURER4 $0-$0 $02
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD MERKIN PRESIDENT4 $0-$0 $01
ANNE WYMER SECRETARY/TREASURER4 $0-$0 $02

Highest-paid independent contractors

2023 · 1 contractor · $881K
NameLocationServicePaid
JSL CORPORATIONSANTA MONICA, CAINVESTMENT ADVISORY$881,005
2022 · 1 contractor · $453K
NameLocationServicePaid
JSL CORPORATIONSANTA MONICA, CAINVESTMENT ADVISORY$453,294
2021 · 1 contractor · $863K
NameLocationServicePaid
JSL CORPORATIONSANTA MONICA, CAINVESTMENT ADVISORY$863,120
2020 · 1 contractor · $1.0M
NameLocationServicePaid
JSL CORPORATIONSANTA MONICA, CAINVESTMENT ADVISORY$1,049,668
2019 · 1 contractor · $832K
NameLocationServicePaid
JSL CORPORATIONSANTA MONICA, CAINVESTMENT ADVISORY$831,608
2018 · 1 contractor · $770K
NameLocationServicePaid
JSL CORPORATIONSANTA MONICA, CAINVESTMENT 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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
2 HERITAGE MEDICAL SYSTEMS Organization or other MARINA DEL REY, CA $13,031,250$13,031,250 Form 990PF Sch. B, 2020 · filing
1 HERITAGE MEDICAL SYSTEMS Organization or other MARINA DEL REY, CA $5,781,375$5,781,375 Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $8.7M
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2023 · Form 990PF period ending 2024-11-30 · view filing · original 990 ↗
$11,222,341$11,269,010 $228,648,321$228,651,216 $1,726,597- $0--
2022 · Form 990PF period ending 2023-11-30 · view filing · original 990 ↗
$5,459,799$12,323,764 $228,694,990$228,697,885 -- $0--
2021 · Form 990PF period ending 2022-11-30 · view filing · original 990 ↗
$6,972,502$13,089,082 $235,736,162$235,561,850 $2,485,696- $0--
2020 · Form 990PF period ending 2021-11-30 · view filing · original 990 ↗
$31,870,945$18,860,213 $241,752,328$241,678,430 $18,812,625- $0--
2019 · Form 990PF period ending 2020-11-30 · view filing · original 990 ↗
$35,448,262$14,163,177 $228,667,698$228,667,698 $8,714,079- $0--
2018 · Form 990PF period ending 2019-11-30 · view filing · original 990 ↗
$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.

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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
PRIEM FAMILY FOUNDATIONCAT22 $10,696,395$31,308,060 DIRECTOR, PRESIDENT, CEO$0 Same NTEE code T22, revenue within 2x, same state, similar name
THOMAS FAMILY FOUNDATIONCAT22 $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 FOUNDATIONCAT22 $9,493,907$87,247 President$0 Same NTEE code T22, revenue within 2x, same state, similar name
ELBAZ FAMILY FOUNDATION TRCAT22 $8,950,586$3,877,403 Trustee$0 Same NTEE code T22, revenue within 2x, same state, similar name
SPECIALTY FAMILY FOUNDATIONCAT22 $18,550,464$3,991,623 PRESIDENT$420,239 Same NTEE code T22, revenue within 2x, same state, similar name
MERCURY FOUNDATIONCAT22 $15,081,915$32,444,756 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
CAYTON-GOLDRICH FAMILY FOUNDATIONCAT22 $13,782,622$7,588,430 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state, similar name
THE@MAURICE MARCIANO FAMILY FOUNDATIONCAT22 $8,662,112$2,807,325 PRESIDENT & DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state, similar name
MEADOWVIEW FOUNDATIONCAT22 $15,619,619$14,776,840 PRESIDENT & DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
WHH FOUNDATIONCAT22 $11,426,815$9,155,199 EXECUTIVE DIRECTOR$212,930 Same NTEE code T22, revenue within 2x, same state
SHP FOUNDATIONCAT22 $12,827,460$5,569,199 SECRETARY, DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
PWB FOUNDATIONCAT22 $14,849,149$24,266,892 DIRECTOR AND CEO$0 Same NTEE code T22, revenue within 2x, same state
RADY FOUNDATIONCAT22 $20,664,711$4,297,196 Trustee$0 Same NTEE code T22, revenue within 2x, same state
QUEST FOUNDATIONCAT22 $10,039,857$8,297,441 EXECUTIVE DIRECTOR, CFO & DIRECTOR$182,924 Same NTEE code T22, revenue within 2x, same state
SCOTT FOUNDATIONCAT22 $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 FOUNDATIONCAT22 $10,538,607$7,321,079 Chief Executive Officer$440,442 Same NTEE code T22, revenue within 2x, same state
COLBURN FOUNDATIONCAT22 $19,384,539$24,028,332 EXECUTIVE DIR.$96,609 Same NTEE code T22, revenue within 2x, same state
VALHALLA FOUNDATIONCAT22 $14,125,198$123,257,382 BOARD CHAIR$0 Same NTEE code T22, revenue within 2x, same state
S MARK TAPER FOUNDATIONCAT22 $16,478,780$10,253,300 EXECUTIVE DIRECTOR$535,777 Same NTEE code T22, revenue within 2x, same state
AUTODESK FOUNDATIONCAT22 $6,730,000$6,690,502 DIRECTOR$40,000 Same NTEE code T22, revenue within 2x, same state
PERENCHIO FOUNDATIONCAT22 $10,214,216$56,732,053 CEO$516,827 Same NTEE code T22, revenue within 2x, same state
KASPERICK FOUNDATIONCAT22 $14,613,245$5,690,368 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
KISCO CARES FOUNDATIONCAT22 $11,797,033$3,306,069 DIRECTOR, PRESIDENT, SECRE$0 Same NTEE code T22, revenue within 2x, same state
TORREY COAST FOUNDATIONCAT22 $15,017,451$10,078,289 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
LAMPERT FAM FOUNDATION UTA 121500CAT22 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
THE GOLDRICH FAMILY FOUNDATION C/O JONA GOLDRICH Private foundation$33,004,6805 12020–2024 CAYTON-GOLDRICH FAMILY FOUNDATION
SHERWOOD FOUNDATION Private foundation$19,985,2662 12013–2014 REBECCA SUSAN BUFFETT FOUNDATION
KOHLBERG FOUNDATION INC Private foundation$16,000,0002 12017–2017 KISCO CARES FOUNDATION
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor$6,256,9957 12011–2023 CCF COMMUNITY INITIATIVES FUND
CONRAD N HILTON FOUNDATION Private foundation$5,687,00010 12020–2024 CCF COMMUNITY INITIATIVES FUND
THE CALIFORNIA ENDOWMENT Private foundation$3,415,52623 12011–2024 CCF COMMUNITY INITIATIVES FUND
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$1,731,7004 22022–2024 CCF COMMUNITY INITIATIVES FUND; ELKHORN SLOUGH FOUNDATION
HELEN AND WILL WEBSTER FOUNDATION Private foundation$1,710,0005 12020–2024 ELKHORN SLOUGH FOUNDATION
THE ANNENBERG FOUNDATION Private foundation$1,700,25023 22012–2024 CCF COMMUNITY INITIATIVES FUND; ELKHORN SLOUGH FOUNDATION
FORD FOUNDATION Private foundation$1,625,0007 12018–2024 CCF COMMUNITY INITIATIVES FUND
COMMUNITY FOUNDATION SANTA CRUZ COUNTY DAF sponsor$1,569,49816 12011–2024 ELKHORN SLOUGH FOUNDATION
BROAD FOUNDATION Private foundation$1,520,0003 12019–2024 CCF COMMUNITY INITIATIVES FUND
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$1,012,84114 22016–2024 ELKHORN SLOUGH FOUNDATION; CCF COMMUNITY INITIATIVES FUND
DAVID AND LUCILE PACKARD FOUNDATION Private foundation$782,00015 12012–2024 CCF COMMUNITY INITIATIVES FUND
THE HEISING-SIMONS FOUNDATION Private foundation$775,0007 12020–2024 CCF COMMUNITY INITIATIVES FUND

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
LineAs describedTotalShare
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$11,269,010100%

View the filing

2022 · Form 990PF · $12,323,764 spent · pay $0 · grants $11,734,000 · events $0
LineAs describedTotalShare
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$12,323,764100%

View the filing

2021 · Form 990PF · $13,089,082 spent · pay $0 · grants $11,731,000 · events $0
LineAs describedTotalShare
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$13,089,082100%

View the filing

2020 · Form 990PF · $18,860,213 spent · pay $0 · grants $17,180,000 · events $0
LineAs describedTotalShare
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$18,860,213100%

View the filing

2019 · Form 990PF · $14,163,177 spent · pay $0 · grants $12,805,000 · events $0
LineAs describedTotalShare
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$14,163,177100%

View the filing

2018 · Form 990PF · $7,674,908 spent · pay $0 · grants $6,498,000 · events $0
LineAs describedTotalShare
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$7,674,908100%

View the filing

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