Merrill Tr Fund 4655000034
Merrill Tr Fund 4655000034 is a private foundation focused on Human services, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $543K in total assets. In 2025, it awarded 2 grants totaling $30K. Net investment income was $35K.
Merrill Tr Fund 4655000034 at a glance
In short: Merrill Tr Fund 4655000034 gave $30K across 2 grants in 2025 (avg $15K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $29,877
- +11.5% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $14,939
- +11.5% vs 2024
- Median grant
- $14,939
- Total assets
- $543,096
- +0.1% vs 2024
- Primary geography
- Georgia (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 Merrill Tr Fund 4655000034 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was The Boys and Girls Club of Albany ($20K). Together the top 2 received $30K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Merrill Tr Fund 4655000034 gives
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2025, annual grant giving ranged from $10K (2023) to $36K (2022). In 2025 it made 2 grants totaling $30K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Boys and Girls Club of Albany Albany, GA | General Operating | $19,943 |
| Easter Seals Southern Georgia Inc Albany, GA | General Operating | $9,934 |
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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 | $543,096 | $44,008 | $42,967 | $29,877 | 2 | $33,230 | $34,957 | $34,597 |
| 2024 | $542,596 | $48,009 | $38,653 | $26,800 | 2 | $30,062 | $39,492 | $33,138 |
| 2023 | $533,325 | $9,791 | $20,883 | $10,428 | 2 | $13,452 | $11,085 | $29,824 |
| 2022 | $544,387 | $-47 | $47,984 | $36,243 | 2 | $39,298 | $7,358 | $30,091 |
| 2021 | $592,644 | $65,260 | $47,210 | $35,001 | 2 | $38,359 | $56,569 | $34,601 |
| 2020 | $574,589 | $25,795 | $41,513 | $30,000 | 2 | — | $17,903 | $31,954 |
Under IRS private-foundation payout rules, Merrill Tr Fund 4655000034 reported a distributable amount of $35K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Merrill Tr Fund 4655000034's only listed officer is Regions Bank, Trustee on filings since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$10K (2020) → $11K (2025)
Former officers (1)
- Former: Regions Bank Trust Dept (2021–2023) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to Regions Bank (Trustee).
Frequently asked questions about Merrill Tr Fund 4655000034
How much does Merrill Tr Fund 4655000034 give each year?
Merrill Tr Fund 4655000034 gave $30K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 2 grants.
How large is Merrill Tr Fund 4655000034?
Merrill Tr Fund 4655000034 reported $543K in total assets on its 2025 IRS Form 990-PF. It paid out $33K in qualifying distributions that year, against a required minimum of $35K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Merrill Tr Fund 4655000034?
Merrill Tr Fund 4655000034 is a private foundation focused on Human services, based in Birmingham, AL. It holds $543K in total assets as of 2025.
Where does Merrill Tr Fund 4655000034 operate?
Merrill Tr Fund 4655000034 has awarded grants in Georgia.
What is Merrill Tr Fund 4655000034's EIN?
Merrill Tr Fund 4655000034's EIN (Employer Identification Number) is 58-6268195. IRS Form 990 filing data is available on this page for 2020–2025.
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 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 30, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2020–2025
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