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Merrimac Charitable Trust Ii is a private trust based in BOSTON, MA. The foundation received its IRS ruling in 1994. The principal officer is Edelstein Co Llp. It holds total assets of $265K. Annual income is reported at $60K. Total assets have grown from $210K in 2011 to $294K in 2023. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Massachusetts and North Carolina. According to available records, Merrimac Charitable Trust Ii has made 119 grants totaling $147K, with a median grant of $1K. Annual giving has grown from $41K in 2020 to $70K in 2022. Individual grants have ranged from $250 to $5K, with an average award of $1K. The foundation has supported 55 unique organizations. The foundation primarily supports organizations in Massachusetts, California, North Carolina, which account for 76% of all grants. Grantmaking reaches organizations across 13 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$250
Median Grant
$1K
Average Grant
$1K
Largest Grant
$3K
Based on 31 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.
Merrimac Charitable Trust Ii is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 119 grants. Its grantmaking reaches organizations primarily in MA, CA, NC.
Merrimac Charitable Trust Ii has distributed a total of $147K across 119 grants. The median grant size is $1K, with an average of $1K. Individual grants have ranged from $250 to $5K.
Merrimac Charitable Trust Ii typically selects its grantees rather than accepting unsolicited proposals.
Merrimac Charitable Trust Ii is headquartered in BOSTON, MA. While based in MA, the foundation distributes grants to organizations across 13 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Susan Allen | TRUSTEE | $0 | $0 | N/A |
| Joshua Stewart | TRUSTEE | $0 | $0 | N/A |
| Robert Everts | TRUSTEE | $0 | $0 | N/A |
Total Giving
$42K
Total Assets
$294K
Fair Market Value
$923K
Net Worth
$294K
Grants Paid
$38K
Contributions
N/A
Net Investment Income
$16K
Distribution Amount
$44K
Total: $249K
Total Grants
119
Total Giving
$147K
Average Grant
$1K
Median Grant
$1K
Unique Recipients
55
Most Common Grant
$1K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Advocates IncPROGRAM SUPPORT | Newton, MA | $3K | 2022 |
| The Madison Foundation IncPROGRAM SUPPORT | Madison, CT | $3K | 2022 |
| Cure Alzheimers FundPROGRAM SUPPORT | Wellesley Hills, MA | $2K | 2022 |
| Tanzanian Children'S FundPROGRAM SUPPORT | Cambridge, MA | $2K | 2022 |
| Lahey Hospital And Medical CenterPROGRAM SUPPORT | Burlington, MA | $2K | 2022 |
| Housing Assistance CorporationPROGRAM SUPPORT | Hyannis, MA | $2K | 2022 |
| Cape Wellness CollaborativePROGRAM SUPPORT | Osterville, MA | $2K | 2022 |
| Newton Wellesley HospitalPROGRAM SUPPORT | Newton, MA | $2K | 2022 |
| Cape Cod Lighthouse Charter SchoolPROGRAM SUPPORT | East Harwich, MA | $2K | 2022 |
| Safe CoalitionPROGRAM SUPPORT | Franklin, MA | $2K | 2022 |
| Jog Your Memory 5k IncPROGRAM SUPPORT | Needham, MA | $1K | 2022 |
| Love Light And MelodyPROGRAM SUPPORT | Denver, CO | $1K | 2022 |
| Needham Community Council IncPROGRAM SUPPORT | Needham, MA | $1K | 2022 |
| Atlantic White Shark ConservatoryPROGRAM SUPPORT | North Chatham, MA | $1K | 2022 |
| Cape Cod Ocean CommunityPROGRAM SUPPORT | South Wellfleet, MA | $1K | 2022 |
| Protect Our WintersPROGRAM SUPPORT | Boulder, CO | $1K | 2022 |
| Health Alliance For Austin MusiciansPROGRAM SUPPORT | Austin, TX | $1K | 2022 |
| Santa Barbara Channel KeeperPROGRAM SUPPORT | Santa Barbara, CA | $1K | 2022 |
| American Society For The Prevention Of Cruelty To Animals (Aspca)PROGRAM SUPPORT | New York, NY | $900 | 2022 |
| Earth JusticePROGRAM SUPPORT | San Francisco, CA | $750 | 2022 |
| Vibrant Woman-Mama SanaPROGRAM SUPPORT | Austin, TX | $750 | 2022 |
| The Pettengill House IncPROGRAM SUPPORT | Amesbury, MA | $500 | 2022 |
| Carolina Abortion FundPROGRAM SUPPORT | Durham, NC | $500 | 2022 |
| Ministry Of Truth International IncPROGRAM SUPPORT | Auburndale, MA | $500 | 2022 |
| Rosie'S PlacePROGRAM SUPPORT | Boston, MA | $500 | 2022 |
| Bluestem Community Nc IncPROGRAM SUPPORT | Cedar Grove, NC | $500 | 2022 |