FundersVermont

George W Mergens Foundation

Milton, VT · EIN 03-0345055. Reported 199 grants totalling $2,284,475 to 119 organizations across tax years 2021-2023. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$10,000median grant
$2,284,475granted, 2021-2023
119organizations funded
52%of grantees funded again the next year
$24.9Massets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. George W Mergens Foundation did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $10,000. Half of everything it gave fell between $5,000 and $15,000; the smallest was $2,000 and the largest $50,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
17 grants
$5,000 - $10,000
69 grants
$10,000 - $25,000
98 grants
$25,000 - $50,000
10 grants
$50,000 - $100,000
5 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
Rice Memorial High SchoolSouth Burlington, VT$147,500432023
Saint Francis Xavier SchoolWinooski, VT$100,000222023
Vermont Youth Conservation CorpsRichmond, VT$95,520332023
BSA Green Mountain CouncilWaterbury, VT$93,100432023
Community Sailing CenterBurlington, VT$65,000212021
Spectrum Youth & Family ServicesBurlington, VT$60,000332023
King Street CenterBurlington, VT$46,000332023
Life House MaineBrunswick, ME$45,000222023
ResourceBurlington, VT$45,000332023
Bishop John a Marshall SchoolMorrisville, VT$40,000112021
Greater Burlington YMCABurlington, VT$40,000222023
Pure Water for the WorldRutland, VT$40,000222022
Wuku Kawoqmaya Health AllianceBethel, VT$40,000222023
Prevent Child Abuse VermontMontpelier, VT$35,000332023
Saint Paul's Catholic SchoolBarton, VT$31,000222023
Vermont State Mathematics CoalitionUnderhill Center, VT$30,300332023
Audubon VermontHuntington, VT$30,000222022
Bishop John Marshall SchoolMorrisville, VT$30,000112022
Brattleboro Development Credit CorpBrattleboro, VT$30,000332023
Echo Leahy Center for Lake ChamplainBurlington, VT$30,000332023
Essex ChipsEssex Junction, VT$30,000332023
Intervale CenterBurlington, VT$30,000332023
Trinity Baptist SchoolWilliston, VT$30,000112022
Vermont Food BankBarre, VT$30,000222023
Vermont Historical SocietyBarre, VT$30,000332023
Childrens Literacy FoundationWaterbury Center, VT$27,500222023
Children's Literacy FoundationWaterbury Center, VT$25,000112021
Fairbanks Museum & PlanetariumSt Johnsbury, VT$25,000112021
Vermont Youth Orchestra AssociationColchester, VT$22,000222023
Cornerstone Community ChurchMilton, VT$21,000112022
Brattleboro Museum & Arts CenterBrattleboro, VT$20,000222023
Common Ground CenterStarksboro, VT$20,000222022
Care Net of Mid-Coast MeBrunswick, ME$20,000112021
Fairbanks MuseumStjohnsbury, VT$20,000222023
Governors Institute of VermontWinooski, VT$20,000222023
Green Mountain Farm to SchoolNewport, VT$20,000222023
Generator IncBurlington, VT$20,000222023
Lake Champlain Maritime MuseumVergennes, VT$20,000222023
LundBurlington, VT$20,000222023
Vermont Adaptive Ski and SportsKillington, VT$20,000222022
Vermont Institute of Natural ScienceQuechee, VT$20,000222023
Vermont Symphony OrchestraBurlington, VT$20,000222023
Wuku Kawoq - Maya Health AllianceBethel, VT$20,000112021
Young Writers ProjectBurlington, VT$17,500332023
Changing PerspectivesBradford, VT$16,000222022
Audubon CenterHuntington, VT$15,000112023
Boys & Girls Club of BurlingtonBurlington, VT$15,000112022
Bradford Teen CenterBradford, VT$15,000222022
Burlington City & Lake Semester Co Shelburne FarmsShelburne, VT$15,000112022
Bennington MuseumBennington, VT$15,000112021
Fej USAChicago, IL$15,000332023
John Graham Housing & ServicesVergennes, VT$15,000222023
Lake Champlain Community Sailing CenterBurlngton, VT$15,000112022
Southern Vermont Arts CenterManchester, VT$15,000332023
South Hero Library FoundationSouth Hero, VT$15,000112021
Windsor County MentorsWindsor, VT$15,000332023
Milton Community Youth CoalitionMilton, VT$14,355112021
Up for LearningMontpelier, VT$14,000112021
Saint Ann ChurchMilton, VT$12,500222023
Vermont Energy Education ProgramMontpelier, VT$12,000222023
Lake Paran RecreationNorth Bennington, VT$11,200332023
Azimuth Counseling & Therapeutic ServicesEssex Junction, VT$10,800112022
Aspire TogetherWilliston, VT$10,000112023
Azimuth Counseling & Therapeutics ServiceEssex Junction, VT$10,000112021
Barn ArtsBarnet, VT$10,000222023
Boys & Girls Club of BrattleboroBrattleboro, VT$10,000112023
Brattleboro Museum & Art CenterBrattleboro, VT$10,000112021
Catamount Trail AssociationBurlington, VT$10,000222023
City of MontpelierMontpelier, VT$10,000112021
Finding Our StrideNorwich, VT$10,000222023
Flynn Center for the Performing ArtsBurlington, VT$10,000112023
Governor's Institute of VermontWinooski, VT$10,000112021
Hunger Free VermontSouth Burlington, VT$10,000222022
Kids on the Ball IncSouth Burlington, VT$10,000222023
Lake Champlain Museum MaritimeVergennes, VT$10,000112021
Lund Family CenterBurlington, VT$10,000112021
New England Youth TheatreBrattleboro, VT$10,000222022
Old Stone House MuseumBrownington, VT$10,000222023
Our Community Cares CampRichmond, VT$10,000222023
Reinbow Riding CenterShrewsbury, VT$10,000222023
Special Needs Support CenterWhite River Junction, VT$10,000112021
Steps to End Domestic ViolenceBurlington, VT$10,000112021
The Fold Family MinistriesMilton, VT$10,000112023
US Committee for Refugees and ImmigrantsColchester, VT$10,000222023
Vermont Huts AssociationStowe, VT$10,000112023
Vermont PatriotsSouth Burlington, VT$10,000112021
VabviBurlington, VT$9,000332023
Circus SmirkusGreensboro, VT$8,000112021
In Tandem ArtsBurlington, VT$8,000222023
Manchester Community LibraryManchester Center, VT$6,300112023
Birds of Vermont MuseumHuntington, VT$6,000222023
Boys & Girls Club of Greater VergennesVergennes, VT$5,000112023
Barnarts Center for the ArtsBarnard, VT$5,000112021
Cancer Patient Support FoundationWilliston, VT$5,000112021
Friar SuppliersLindenhurst, NY$5,000222022
Future Genius IncColchester, VT$5,000112021
Greater Rutland County Supervisory UnionRutland, VT$5,000112021
Habitat for AviationSwanton, VT$5,000112023
MakersphereWaterbury, VT$5,000112023
Mentor VermontBurlington, VT$5,000112023
Milton Family Community CenterMilton, VT$5,000112021
Northwest Vermont Regional FoundationSt Albans City, VT$5,000112021
Orange County Parent Child CenterTunbridge, VT$5,000112023
Slate Valley TrailsPoultney, VT$5,000112023
Slate Valley UnionFair Haven, VT$5,000112022
Slate Valley Union School DistrictFair Haven, VT$5,000112023
Southern Vermont Natural History MuseumWest Marlboro, VT$5,000112023
Stowe Teen Center Co Essex ChipsEssex Junction, VT$5,000112022
Slate Valley Unified School DistrictFair Haven, VT$5,000112021
United States Committee for Refugees and ImmigrantsColchester, VT$5,000112021
Vermont Commons SchoolSouth Burlington, VT$5,000112023
White River Valley ElementaryRoyalton, VT$5,000112023
Winston Prouty CenterBrattleboro, VT$5,000112023
Youth Safety Council of VermontBurlington, VT$5,000112021
SevedsBrattleboro, VT$4,000112022
BSA Boy Scout Troop 658Winooski, VT$3,400112022
Knights of ColumbusMilton, VT$3,000112022
Big Heavy WorldBurlington, VT$2,500112022
Seven Miles From JerusalemWaltham, MA$2,000112022

58 of 119 (49%) received money in more than one year over the 3 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 52%, across 2 year-to-year transitions. The median foundation retains about 67%, so this one is less consistent than most. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 119 grants where we could identify the organization. These are assigned categories, not our guesses.

Arts & Culture
28 grants
Youth Development
18 grants
Human Services
18 grants
Education
17 grants
Recreation & Sports
9 grants
Environment
7 grants
Community Improvement
5 grants
Religion
3 grants

Giving by year

Tax yearGrantsTotalMedian grant
202171$836,555$10,000
202261$746,473$10,000
202367$701,447$10,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 96% of this one's giving went to organizations in Vermont. If you are outside its footprint, that matters more than how well your programme fits.

Vermont
$2.2M
Maine
$65K
Illinois
$15K
New York
$5K
Massachusetts
$2K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

The Vermont Community Foundation67 shared recipientsFidelity Investments Charitable Gift Fund48 shared recipientsDonor Advised Charitable Giving Inc33 shared recipientsBen & Jerry's Foundation Inc31 shared recipientsNational Life Group Charitable29 shared recipientsThe Windham Foundation Inc21 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $10,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Vermont.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Where these numbers come from

Everything above is taken from George W Mergens Foundation's own Form 990-PF filings, which the IRS publishes in bulk. We used 3 returns (tax years 2021-2023). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: Po Box 633, Milton, VT, 05468. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 03-0345055 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email hello@funderscope.com and we will correct it.