Merrill Beulah Memorial Trust
Merrill Beulah Memorial Trust is a private foundation focused on Education, based in Wellsboro, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $324K in total assets. In 2024, it awarded 2 grants totaling $16K. Net investment income was $20K.
Merrill Beulah Memorial Trust at a glance
In short: Merrill Beulah Memorial Trust gave $16K across 2 grants in 2024 (avg $8K), mostly in Pennsylvania. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $15,750
- -4.7% vs 2023
- Grants made (2024)
- 2
- -33.3% vs 2023
- Average grant
- $7,875
- +42.9% vs 2023
- Median grant
- $7,875
- Total assets
- $323,760
- +2.8% vs 2023
- Primary geography
- Pennsylvania (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who Merrill Beulah Memorial Trust funds
How this funder distributes its grants
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Merrill Beulah Memorial Trust gives
- Giving held roughly steady from 2021 to 2024 (−18%). Method
- In 2024 it paid out 110% 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 2020 to 2024, annual grant giving ranged from $16K (2024) to $19K (2021). In 2024 it made 2 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 grants to individuals Recipients not named | — | $15,750 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $323,760 | $23,306 | $20,884 | $15,750 | 2 | $17,955 | $20,377 | $16,339 |
| 2023 | $315,035 | $15,528 | $21,178 | $16,530 | 3 | $18,415 | $12,764 | $15,375 |
| 2022 | $327,995 | $11,870 | $23,423 | $18,690 | 3 | $19,964 | $8,411 | $16,410 |
| 2021 | $338,319 | $35,099 | $25,425 | $19,140 | 3 | $20,564 | $30,938 | $18,265 |
| 2020 | $321,190 | $16,360 | $22,086 | $16,800 | 3 | — | $12,190 | $16,156 |
Under IRS private-foundation payout rules, Merrill Beulah Memorial Trust reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Merrill Beulah Memorial Trust's only listed officer is Citizens & Northern Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2024 filing
Citizens & Northern Bank
Trustee
On filings since 2020
10 hrs/week
$4K (2020) → $4K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $4K, to Citizens & Northern Bank (Trustee).
Frequently asked questions about Merrill Beulah Memorial Trust
How much does Merrill Beulah Memorial Trust give each year?
Merrill Beulah Memorial Trust gave $16K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $17K across 3 grants.
How large is Merrill Beulah Memorial Trust?
Merrill Beulah Memorial Trust reported $324K in total assets on its 2024 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
What is Merrill Beulah Memorial Trust?
Merrill Beulah Memorial Trust is a private foundation focused on Education, based in Wellsboro, PA. It holds $324K in total assets as of 2024.
Where does Merrill Beulah Memorial Trust operate?
Merrill Beulah Memorial Trust has awarded grants in New York, Pennsylvania.
What is Merrill Beulah Memorial Trust's EIN?
Merrill Beulah Memorial Trust's EIN (Employer Identification Number) is 26-6532056. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 20, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 6, 2025)
- IRS filings on file for fiscal years 2020–2024
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