Charles B Merwin Fund
Charles B Merwin Fund is a private foundation focused on Education, based in Middlefield, CT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $281K in total assets. In 2025, it awarded 1 grant totaling $18K. Net investment income was $28K.
Charles B Merwin Fund at a glance
In short: Charles B Merwin Fund gave $18K across 1 grant in 2025 (avg $18K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $18,193
- +627.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $18,193
- +627.7% vs 2024
- Median grant
- $18,193
- Total assets
- $281,463
- +8.0% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charles B Merwin Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Regional School District 13 ($18K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Charles B Merwin Fund gives
- Giving grew 82% from 2022 to 2025. Method
- In 2025 it paid out 210% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $3K (2024) to $23K (2023). In 2025 it made 1 grant totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Regional School District 13 Durham, CT | School Programs/Projects | $18,193 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $281,463 | $29,028 | $27,264 | $18,193 | 1 | $25,999 | $27,811 | $12,382 |
| 2024 | $260,607 | $16,200 | $6,518 | $2,500 | 1 | $5,980 | $15,662 | $12,424 |
| 2023 | $247,861 | $10,075 | $27,362 | $22,500 | 1 | $26,670 | $9,383 | $12,193 |
| 2022 | $236,684 | $12,017 | $13,498 | $10,000 | 1 | $12,842 | $13,279 | $12,455 |
| 2021 | $292,830 | $17,280 | $13,255 | $10,000 | 1 | $12,700 | $16,726 | $14,212 |
| 2020 | $268,028 | $19,658 | $9,796 | $5,500 | 1 | — | $19,058 | $11,246 |
| 2019 | $255,052 | $14,334 | $10,726 | $7,000 | 1 | — | $13,968 | $11,807 |
Under IRS private-foundation payout rules, Charles B Merwin Fund reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles B Merwin Fund's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bill Kowalski
Trustee
On filings since 2019
$200 (2019) → $0 (2025)
Diane Moore
Trustee
On filings since 2019
$200 (2019) → $0 (2025)
Ethyl Heyl
Trustee
On filings since 2019
$200 (2019) → $0 (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
No officer or director reported compensation in the available filings.
Frequently asked questions about Charles B Merwin Fund
How much does Charles B Merwin Fund give each year?
Charles B Merwin Fund gave $18K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.
How large is Charles B Merwin Fund?
Charles B Merwin Fund reported $281K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).
What is Charles B Merwin Fund?
Charles B Merwin Fund is a private foundation focused on Education, based in Middlefield, CT. It holds $281K in total assets as of 2025.
Where does Charles B Merwin Fund operate?
Charles B Merwin Fund has awarded grants in Connecticut.
What is Charles B Merwin Fund's EIN?
Charles B Merwin Fund's EIN (Employer Identification Number) is 06-6034795. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 28, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS April 24, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
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