The Carol L Merlone Educational Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Carol L Merlone Educational Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 84-3123464
Foundation Overview
Based in Los Angeles, CA, The Carol L Merlone Educational Foundation has awarded 101 grants totaling $2,961,434 to organizations in Massachusetts, New Hampshire and 9 other states, plus international recipients. Individual grants range from $500 to $299,246, with a median award of $10,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
8 of 24 recipients (33%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
52% of grants are awarded in California, with additional funding distributed across 11 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in Los Angeles (51%), La Jolla (13%), Stanford (11%).
Funding Trajectory
Strong 670% growth in annual giving over 4 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.
Program Areas
Dual focus on education (50%) and general purposes, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Carol L Merlone Educational Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Boston College | $5,000 | Chestnut Hill, MA, US | Scholarship Fund | 2024 |
| Dartmouth College | $8,333 | Hanover, NH, US | Scholarship Fund | 2024 |
| Duke University | $5,000 | Durham, NC, US | Scholarship Fund | 2024 |
| Georgetown University | $15,000 | Washington, DC, US | Scholarship Fund | 2024 |
| Pitzer College | $5,000 | Los Angeles, CA, US | Scholarshp Fund | 2024 |
| Harvey Mudd | $5,000 | Claremont, CA, US | Scholarship Fund | 2024 |
| Sigma Nu Alumni Scholarhship Fund | $164,640 | Los Angeles, CA, US | Scholarship Fund | 2024 |
| Stanford University | $15,000 | Stanford, CA, US | Scholarship Fund | 2024 |
| Trinity College | $2,195 | Hartford, CT, US | Schloarship Fund | 2024 |
| Uc Regents | $74,999 | Oakland, CA, US | Scholarship Fund | 2024 |
| Ucla Foundation | $299,246 | Los Angeles, CA, US | Scholarship Fund | 2024 |
| University Of California Los Angeles | $3,333 | Los Angeles, CA, US | Scholarship Fund | 2024 |
| University Of Pennsylvania | $533 | Philadelphia, PA, US | Scholarship Fund | 2024 |
| University Of Souther California | $5,000 | Los Angeles, CA, US | Scholarship Fund | 2024 |
| Washington University | $5,000 | St Louis, MO, US | Scholarship Fund | 2024 |
| Yale University | $5,000 | New Haven, CT, US | Scholarship Fund | 2024 |
| Columbia University | $5,000 | New York, NY, US | Schloarship Fund | 2024 |
| Karma Club Teens | $62,500 | San Rafael, CA, US | Scholarship Fund | 2024 |
| Massachusetts Institute Of Technology | $10,000 | Cambridge, MA, US | Scholarship Fund | 2024 |
| Northwestern University | $13,332 | Evanston, IL, US | Scholarship Fund | 2024 |
| Skidmore College | $10,000 | Saratoga Springs, NY, US | Scholarship Fund | 2024 |
| Uc Davis | $3,333 | Davis, CA, US | Scholarship Fund | 2024 |
| University Of Michigan | $10,000 | Ann Arbor, MI, US | Scholarship Fund | 2024 |
| Uc San Diego | $5,000 | La Jolla, CA, US | Scholarship Fund | 2024 |
| Barnard College | $500 | New York City, NY, US | Schloarship Fund | 2023 |
| Boston College | $10,000 | Chestnut Hill, MA, US | Scholarship Fund | 2023 |
| Dartmouth College | $6,666 | Hanover, NH, US | Scholarship Fund | 2023 |
| Duke University | $5,000 | Durham, NC, US | Scholarship Fund | 2023 |
| Georgetown University | $5,000 | Washington, DC, US | Scholarship Fund | 2023 |
| Pitzer College | $10,000 | Los Angeles, CA, US | Scholarshp Fund | 2023 |
| Harvey Mudd | $10,000 | Claremont, CA, US | Scholarship Fund | 2023 |
| Sigma Nu Alumni Scholarhship Fund | $162,050 | Los Angeles, CA, US | Scholarship Fund | 2023 |
| Stanford University | $5,000 | Stanford, CA, US | Scholarship Fund | 2023 |
| Trinity College | $3,231 | Hartford, CT, US | Schloarship Fund | 2023 |
| Uc Regents | $53,333 | Oakland, CA, US | Scholarship Fund | 2023 |
| Ucla Foundation | $250,000 | Los Angeles, CA, US | Scholarship Fund | 2023 |
| University Of California Los Angeles | $11,666 | Los Angeles, CA, US | Scholarship Fund | 2023 |
| University Of Pennsylvania | $3,000 | Philadelphia, PA, US | Scholarship Fund | 2023 |
| University Of Souther California | $10,000 | Los Angeles, CA, US | Scholarship Fund | 2023 |
| Washington University | $5,000 | St Louis, MO, US | Scholarship Fund | 2023 |
| Yale University | $10,000 | New Haven, CT, US | Scholarship Fund | 2023 |
| Bocconi University | $5,000 | Milano, MI, IT | Scholarship Fund | 2022 |
| Boston College | $15,000 | Chestnut Hill, MA, US | Scholarship Fund | 2022 |
| Campolindo High School | $25,000 | Moraga, CA, US | Scholarship Fund | 2022 |
| Duke University | $5,000 | Durham, NC, US | Scholarship Fund | 2022 |
| Georgetown University | $15,000 | Washington, DC, US | Scholarship Fund | 2022 |
| Sigma Nu Alumni Scholarship Fund | $185,700 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| Stanford University | $8,333 | Stanford, CA, US | Scholarship Fund | 2022 |
| Trinity College | $10,000 | Hartford, CT, US | Scholarship Fund | 2022 |
| Uc Regents | $53,333 | Okland, CA, US | Scholarship Fund | 2022 |
| University Of California Los Angeles | $6,666 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| University Of California San Diego | $5,000 | La Jolla, CA, US | Scholarship Fund | 2022 |
| Ucla Foundation | $50,000 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| University Of Southern California | $10,000 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| Washington University | $5,000 | St Louis, MO, US | Scholarship Fund | 2022 |
| Bocconi University | $5,000 | Milano, MI, IT | Scholarship Fund | 2022 |
| Boston College | $15,000 | Chestnut Hill, MA, US | Scholarship Fund | 2022 |
| Campolindo High School | $25,000 | Moraga, CA, US | Scholarship Fund | 2022 |
| Duke University | $5,000 | Durham, NC, US | Scholarship Fund | 2022 |
| Georgetown University | $15,000 | Washington, DC, US | Scholarship Fund | 2022 |
| Sigma Nu Alumni Scholarship Fund | $185,700 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| Stanford University | $8,333 | Stanford, CA, US | Scholarship Fund | 2022 |
| Trinity College | $10,000 | Hartford, CT, US | Scholarship Fund | 2022 |
| Uc Regents | $53,333 | Okland, CA, US | Scholarship Fund | 2022 |
| University Of California Los Angeles | $6,666 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| University Of California San Diego | $5,000 | La Jolla, CA, US | Scholarship Fund | 2022 |
| Ucla Foundation | $50,000 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| University Of Southern California | $10,000 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| Washington University | $5,000 | St Louis, MO, US | Scholarship Fund | 2022 |
| Bocconi University | $5,000 | Milano, MI, IT | Scholarship Fund | 2022 |
| Boston College | $15,000 | Chestnut Hill, MA, US | Scholarship Fund | 2022 |
| Campolindo High School | $25,000 | Moraga, CA, US | Scholarship Fund | 2022 |
| Duke University | $5,000 | Durham, NC, US | Scholarship Fund | 2022 |
| Georgetown University | $15,000 | Washington, DC, US | Scholarship Fund | 2022 |
| Sigma Nu Alumni Scholarship Fund | $185,700 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| Stanford University | $8,333 | Stanford, CA, US | Scholarship Fund | 2022 |
| Trinity College | $10,000 | Hartford, CT, US | Scholarship Fund | 2022 |
| Uc Regents | $53,333 | Okland, CA, US | Scholarship Fund | 2022 |
| University Of California Los Angeles | $6,666 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| University Of California San Diego | $5,000 | La Jolla, CA, US | Scholarship Fund | 2022 |
| Ucla Foundation | $50,000 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| University Of Southern California | $10,000 | Los Angeles, CA, US | Scholarship Fund | 2022 |
| Washington University | $5,000 | St Louis, MO, US | Scholarship Fund | 2022 |
| Boston College | $5,000 | Chestnut Hill, MA, US | Scholarship Fund | 2021 |
| Dartmouth College | $5,000 | Hanover, NH, US | Scholarship Fund | 2021 |
| Duke University | $10,000 | Durham, NC, US | Scholarship Fund | 2021 |
| Georgetown University | $10,000 | Washington, DC, US | Scholarship Fund | 2021 |
| N Hollywood High School | $50,000 | North Hollywood, CA, US | Scholarship Fund | 2021 |
| Sigma Nu Alumni Scholarship Fund | $185,616 | Los Angeles, CA, US | Scholarship Fund | 2021 |
| Stanford University | $6,666 | Stanford, CA, US | Scholarship Fund | 2021 |
| University Of California Los Angeles | $71,666 | Los Angeles, CA, US | Scholarship Fund | 2021 |
| University Of California San Diego | $6,666 | La Jolla, CA, US | Scholarship Fund | 2021 |
| Washington University | $10,000 | St Louis, MO, US | Scholarship Fund | 2021 |
| University Of California San Diego | $5,000 | La Jolla, CA, US | Scholarship Fund | 2021 |
| Hong Kong University Of Science And Technology | $5,000 | Kowloon, N/A, HK | Scholarship Fund | 2021 |
| Sigma Nu Alumni Scholarship Fund | $52,500 | Los Angeles, CA, US | Scholarship Fund | 2020 |
| University Of California San Diego | $6,667 | La Jolla, CA, US | Scholarship Fund | 2020 |
| Boston College | $10,000 | Chestnut Hill, MA, US | Scholarship Fund | 2020 |
| University Of Southern California | $10,000 | Los Angeles, CA, US | Scholarship Fund | 2020 |
| Dartmouth College | $10,000 | Hanover, NH, US | Scholarship Fund | 2020 |
| University Of California Los Angeles | $6,667 | Los Angeles, CA, US | Scholarship Fund | 2020 |
Foundations Similar to The Carol L Merlone Educational Foundation
Discover 5 foundations with comparable assets ($4,596,113-$4,619,209), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Arthur K Smith Family Foundation Inc
EIN: 20-3867228 | 405 grants awarded |
$4,606,620
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$5,000
median grant |
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Milo Bekins Foundation
EIN: 95-6039745 | 178 grants awarded |
$4,602,757
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$15,000
median grant |
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|
Ethel Josephine Scantland Foundation
EIN: 95-3805605 | 220 grants awarded |
$4,600,289
(≈ Similar) |
$9,000
median grant |
Long Beach, CA
Same state |
|
|
Elizabeth E Bettelheim Family
EIN: 46-2041014 | 152 grants awarded |
$4,596,113
(≈ Similar) |
$12,500
median grant |
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Same state |
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|
Leo And Sydelle Ward Foundation
EIN: 95-4296513 | 166 grants awarded |
$4,619,209
(≈ Similar) |
$5,750
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Related Foundation Resources in CA:
Contact Information
Official contact details for The Carol L Merlone Educational Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 84-3123464 |
| Website | N/A |
| Address | 425 CALIFORNIA STREET 10TH FLOOR San Francisco, CA 94104-0000 |
Key People (7)
Board members, trustees, and key staff who oversee The Carol L Merlone Educational Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| President/director | Kristen L Merlone |
|---|---|
| Director | Kathryn M Golueke |
| Director | Juliana M Carlson |
| Director | Gina M Marek |
| Director | Joseph Merlone |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Carol L Merlone Educational Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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Research Applications
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