Merrell F Regula Testamentary Trust

MANSFIELD, OH EIN: 34-6807837

Merrell F Regula Testamentary Trust is a private foundation, based in MANSFIELD, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $207K in total assets. In 2025, it awarded 5 grants totaling $25K. Net investment income was $50K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$207K

+12.4% YoY

Annual Giving

$25K

+83.9% YoY

Grant Count

+25.0% YoY

Avg Grant Size

$5K

+47.1% YoY

Under IRS private-foundation payout rules, Merrell F Regula Testamentary Trust reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.

About Merrell F Regula Testamentary Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $39K (100%)

States

New York

Cities

West Nyack

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$206,811	$184,003	$159,186
Revenue	$58,308	$44,055	$12,378
Expenses	$35,500	$19,238	$18,493
Qualifying Distributions	$27,684	$14,659	—
Net Investment Income	$50,491	$39,476	—
Distributable Amount	$19,460	$17,434	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Salvation Army ($9,561), Salvation Army ($4,060), Salvation Army ($4,060).

Recipient	Purpose	Amount
SALVATION ARMY WEST NYACK, NY	To provide support to the Salvation Army of Mansfield.	$3,661
SALVATION ARMY WEST NYACK, NY	To provide support to the Salvation Army of Mansfield.	$3,661
SALVATION ARMY WEST NYACK, NY	To provide support to the Salvation Army of Mansfield.	$4,060
SALVATION ARMY WEST NYACK, NY	To provide support to the Salvation Army of Mansfield.	$9,561
SALVATION ARMY WEST NYACK, NY	To provide support to the Salvation Army of Mansfield.	$4,060

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
PARK NATIONAL BANK	Trustee	0.5	$4,082

Frequently Asked Questions

How large is Merrell F Regula Testamentary Trust?

As of 2025, Merrell F Regula Testamentary Trust holds $207K in total assets with $58K in annual revenue. It awarded 5 grants totaling $25K in 2025.

Where does Merrell F Regula Testamentary Trust operate?

Merrell F Regula Testamentary Trust has awarded grants in New York.

What size grants does Merrell F Regula Testamentary Trust award?

In 2025, Merrell F Regula Testamentary Trust awarded 5 grants totaling $25K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Merrell F Regula Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Merrell F Regula Testamentary Trust reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Merrell F Regula Testamentary Trust's EIN?

Merrell F Regula Testamentary Trust's EIN (Employer Identification Number) is 34-6807837. IRS Form 990 filing data is available on this page for 2021–2025.