Charles B Merwin Fund
MIDDLEFIELD, CT EIN: 06-6034795
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$261K
+5.1% YoY
Annual Giving
$3K
-88.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$3K
-88.9% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $260,607 | $247,861 | $236,684 |
| Revenue | $16,200 | $10,075 | $12,017 |
| Expenses | $6,518 | $27,362 | $13,498 |
| Qualifying Distributions | $5,980 | $26,670 | $12,842 |
| Net Investment Income | $15,662 | $9,383 | $13,279 |
| Distributable Amount | $12,424 | $12,193 | $12,455 |
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
No grants recorded for .
Who else does Charles B Merwin Fund fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ETHYL HEYL | TRUSTEE | — | — |
| DIANE MOORE | TRUSTEE | — | — |
| BILL KOWALSKI | TRUSTEE | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Connecticut $51K (100%)
States
Cities
Durham
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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