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Sam & Bertha Merritt Memorial Trust 60758740 is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 1965. The principal officer is % Trust Tax Services. It holds total assets of $2.8M. Annual income is reported at $1.1M. According to available records, Sam & Bertha Merritt Memorial Trust 60758740 has made 8 grants totaling $660K, with a median grant of $84K. The foundation has distributed between $143K and $182K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $182K distributed across 2 grants. Individual grants have ranged from $72K to $91K, with an average award of $82K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in North Dakota. Contributions to this foundation are tax-deductible.
Sam & Bertha Merritt Memorial Trust 60758740 is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in ND.
Sam & Bertha Merritt Memorial Trust 60758740 has distributed a total of $660K across 8 grants. The median grant size is $84K, with an average of $82K. Individual grants have ranged from $72K to $91K.
Sam & Bertha Merritt Memorial Trust 60758740 typically selects its grantees rather than accepting unsolicited proposals.
Sam & Bertha Merritt Memorial Trust 60758740 is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Bank N A | TRUSTEE | $45K | $0 | $45K |
Total Giving
$192K
Total Assets
$2.8M
Fair Market Value
$3M
Net Worth
$2.8M
Grants Paid
$143K
Contributions
$0
Net Investment Income
$60K
Distribution Amount
$144K
Total: $421K
Total Grants
8
Total Giving
$660K
Average Grant
$82K
Median Grant
$84K
Unique Recipients
2
Most Common Grant
$72K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Presbyterian ChurchGENERAL OPERATING | Bismarck, ND | $72K | 2023 |
| Bismarck State College FoundationSCHOLARSHIPS | Bismarck, ND | $72K | 2023 |
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
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