//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Marjorie & Rufus Bond Benevolent Trust C/O Merrill Trust Co Ttee is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2013. The principal officer is Chester W Sterczek. It holds total assets of $1.5M. Annual income is reported at $322K. Total assets have grown from $1.1M in 2011 to $1.5M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2024. The foundation primarily funds organizations in Maine and New York. According to available records, Marjorie & Rufus Bond Benevolent Trust C/O Merrill Trust Co Ttee has made 32 grants totaling $270K, with a median grant of $7K. The foundation has distributed between $63K and $140K annually from 2021 to 2024. Grantmaking activity was highest in 2023 with $140K distributed across 16 grants. Individual grants have ranged from $6K to $14K, with an average award of $8K. The foundation has supported 8 unique organizations. Grants have been distributed to organizations in Maine and New York. Contributions to this foundation are tax-deductible.
Smallest Grant
$6K
Median Grant
$6K
Average Grant
$8K
Largest Grant
$13K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Marjorie & Rufus Bond Benevolent Trust C/O Merrill Trust Co Ttee primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 32 grants. Its grantmaking reaches organizations primarily in ME, NY.
Marjorie & Rufus Bond Benevolent Trust C/O Merrill Trust Co Ttee has distributed a total of $270K across 32 grants. The median grant size is $7K, with an average of $8K. Individual grants have ranged from $6K to $14K.
Marjorie & Rufus Bond Benevolent Trust C/O Merrill Trust Co Ttee typically selects its grantees rather than accepting unsolicited proposals.
Marjorie & Rufus Bond Benevolent Trust C/O Merrill Trust Co Ttee is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $23K | $0 | $23K |
Total Giving
$93K
Total Assets
$1.5M
Fair Market Value
$1.7M
Net Worth
$1.5M
Grants Paid
$66K
Contributions
N/A
Net Investment Income
$38K
Distribution Amount
$82K
Total Grants
32
Total Giving
$270K
Average Grant
$8K
Median Grant
$7K
Unique Recipients
8
Most Common Grant
$7K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Getchell St Baptist ChurchUNRESTRICTED GENERAL | Waterville, ME | $13K | 2024 |
| Morrill Baptist ChurchUNRESTRICTED GENERAL | Morrill, ME | $13K | 2024 |
| The Salvation ArmyUNRESTRICTED GENERAL | West Nyack, NY | $7K | 2024 |
| Humane Society Waterville AreaUNRESTRICTED GENERAL | Waterville, ME | $7K | 2024 |
| Waterville Area YmcaUNRESTRICTED GENERAL | Waterville, ME | $7K | 2024 |
| The Maine Children'S HomeUNRESTRICTED GENERAL | Waterville, ME | $7K | 2024 |
| Mainegeneral Medical CenterUNRESTRICTED GENERAL | Augusta, ME | $7K | 2024 |
| Skills IncUNRESTRICTED GENERAL | Saint Albans, ME | $7K | 2024 |