Carl W Meyers Jr Testamentary Trust

PERKASIE, PA EIN: 80-6224613

Carl W Meyers Jr Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PERKASIE, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $829K in total assets. In 2024, it awarded 1 grants totaling $40K. Net investment income was $8K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$829K

+2.3% YoY

Annual Giving

$40K

-0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$40K

-0.0% YoY

Under IRS private-foundation payout rules, Carl W Meyers Jr Testamentary Trust reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

About Carl W Meyers Jr Testamentary Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $219K (100%)

States

Pennsylvania

Cities

Quakertown

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$828,785	$810,354	$810,643
Revenue	$31,190	$22,731	$33,091
Expenses	$66,076	$65,648	$75,109
Qualifying Distributions	$41,950	$41,966	$48,861
Net Investment Income	$8,402	$6,651	$7,259
Distributable Amount	$41,551	$39,672	$42,740

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include St Isadore Church ($39,950).

Recipient	Purpose	Amount
St Isadore Church Quakertown, PA	Operations	$39,950

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ROBERT A MANN	Co-Trustee	3	$6,000
ROY RADZAI	Co-Trustee	3	$6,000

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Carl W Meyers Jr Testamentary Trust?

Carl W Meyers Jr Testamentary Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PERKASIE, PA. It holds $829K in total assets as of 2024.

How large is Carl W Meyers Jr Testamentary Trust?

As of 2024, Carl W Meyers Jr Testamentary Trust holds $829K in total assets with $31K in annual revenue. It awarded 1 grants totaling $40K in 2024.

Where does Carl W Meyers Jr Testamentary Trust operate?

Carl W Meyers Jr Testamentary Trust has awarded grants in Pennsylvania.

What size grants does Carl W Meyers Jr Testamentary Trust award?

In 2024, Carl W Meyers Jr Testamentary Trust awarded 1 grants totaling $40K — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is Carl W Meyers Jr Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Carl W Meyers Jr Testamentary Trust reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Carl W Meyers Jr Testamentary Trust's EIN?

Carl W Meyers Jr Testamentary Trust's EIN (Employer Identification Number) is 80-6224613. IRS Form 990 filing data is available on this page for 2020–2024.