Merrimac Charitable Trust II
Merrimac Charitable Trust II is a private foundation based in Boston, Massachusetts. Its 2025 filing reports 32 grants totaling $44,000, all designated for program support.
Merrimac Charitable Trust II at a glance
In short: Merrimac Charitable Trust II gave $44K across 32 grants in 2025 (avg $1K), mostly in Massachusetts. 31% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $44,000
- -4.1% vs 2024
- Grants made (2025)
- 32
- +10.3% vs 2024
- Average grant
- $1,375
- -13.1% vs 2024
- Median grant
- $1,000
- Total assets
- $253,149
- -4.6% vs 2024
- New grantees (estimate)
- 31% first-time grantees (10 of 32, 2025)
- Primary geography
- Massachusetts (55% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Merrimac Charitable Trust II
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Co Eisneramper 160 Federal St, Boston, MA 02110
Phone: (617) 227-6161
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Merrimac Charitable Trust II funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Advocates Inc ($5K). Together the top 10 received $26K.
Grant Size Distribution
145 grants across all recorded years
The most common grant size was under $50K: 145 grants of 145 (100%).
Geographic Focus
Where this funder awards grants
In 2025, Massachusetts recipients accounted for 55% of grant dollars, followed by New York at 20%, North Carolina and Vermont at 6% each, and California at 5%. The listed 2025 grants also include recipients in Maine.
Grant Distribution by State
Share of 2025 grant dollars across all 32 itemized grants.
States
Cities
Is Merrimac Charitable Trust II open to new grantees?
31%
first-time grantees, 2025
In 2025, 10 of 32 grantees (31%) were first-time recipients. First grants averaged $750; repeat grants $2K. How we count
Medians: $813 first-time, $1K repeat.
- 63% of 2025 grantees were also funded in 2024. Method
- Giving grew 27% from 2022 to 2025. Method
- In 2025 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $31K (2019) to $46K (2024). In 2025 it made 32 grants totaling $44K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Advocates Inc Newton, MA | Program Support | $5,000 |
| Ithaca College Ithaca, NY | Program Support | $5,000 |
| Cure Alzheimers Fund Wellesley Hills, MA | Program Support | $3,000 |
| Safe Coalition Franklin, MA | Program Support | $2,500 |
| The Dover Church Dover, MA | Program Support | $2,500 |
| Cape Cod Lighthouse Charter School (CCLCS) East Harwich, MA | Program Support | $2,000 |
| Tanzanian Children's Fund Cambridge, MA | Program Support | $2,000 |
| Jog Your Memory 5K Inc Needham, MA | Program Support | $1,500 |
| Milton Academy (The Mountain School) Vershire, VT | Program Support | $1,500 |
| LGBTQ Center of Durham Durham, NC | Program Support | $1,250 |
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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 | $253,149 | $36,207 | $48,410 | $44,000 | 32 | $46,135 | $33,932 | $52,714 |
| 2024 | $265,352 | $22,029 | $50,585 | $45,875 | 29 | $48,248 | $19,692 | $49,772 |
| 2023 | $293,908 | $7,478 | $41,845 | $37,500 | 26 | $39,660 | $16,033 | $43,953 |
| 2022 | $328,275 | $15,426 | $38,895 | $34,750 | 31 | $36,810 | $16,525 | $45,654 |
| 2021 | $351,744 | $26,141 | $41,345 | $37,250 | 27 | $39,285 | $24,081 | $44,367 |
| 2020 | $366,577 | $32,231 | $48,187 | $40,500 | 30 | — | $30,614 | $37,706 |
| 2019 | $382,533 | $119,082 | $35,699 | $30,500 | 26 | — | $117,107 | $37,317 |
Under IRS private-foundation payout rules, Merrimac Charitable Trust II reported a distributable amount of $53K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement is provided. The grantees’ own descriptions illustrate the range of work supported: Advocates Inc says it partners with individuals, families, and communities to help people thrive; Jog Your Memory 5K Inc raises money for Alzheimer’s disease research; and Augusta Food Bank provides supplemental food to individuals and families in need. Housing Assistance Corporation describes work promoting safe, affordable housing on Cape Cod and the Islands, while Cape Wellness Collaborative provides free integrative and complementary therapies to people facing cancer.
Grantmaking
In 2025, the foundation made 32 grants totaling $44,000. Grants ranged from $250 to $5,000, with a median of $1,000. Notable awards included $5,000 each to Advocates Inc and Ithaca College; $3,000 to Cure Alzheimers Fund; $2,500 each to Safe Coalition and The Dover Church; and $2,000 each to Cape Cod Lighthouse Charter School and Tanzanian Children’s Fund.
The foundation reported 29 grants totaling $45,875 in 2024 and 26 grants totaling $37,500 in 2023.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Susan Allen, Joshua Stewart, and Robert Everts as trustees.
Merrimac Charitable Trust II's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joshua Stewart
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Susan Allen
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Robert Everts
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: David T. Everts (2019–2020) — Trustee
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.
Frequently asked questions about Merrimac Charitable Trust II
How much does Merrimac Charitable Trust II give each year?
Merrimac Charitable Trust II gave $44K across 32 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $46K across 29 grants.
What is Merrimac Charitable Trust II's typical grant size?
Merrimac Charitable Trust II's median grant in 2025 was $1,000, and its average grant was $1,375, across 32 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Merrimac Charitable Trust II that year got $750 on average.
Where does Merrimac Charitable Trust II give grants?
Merrimac Charitable Trust II gives mostly in Massachusetts: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (20%) and North Carolina (6%). The most frequent recipient cities were New York, NY (4 grants), Cambridge, MA (2 grants), Santa Barbara, CA (2 grants) and Raleigh, NC (2 grants).
Does Merrimac Charitable Trust II give general operating support?
Not in 2025: none of the 32 grants with a stated purpose on Merrimac Charitable Trust II's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (32 grants).
Who are Merrimac Charitable Trust II's largest grantees?
Merrimac Charitable Trust II's largest 2025 grantees include Advocates Inc ($5,000), Ithaca College ($5,000) and Cure Alzheimers Fund ($3,000), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is Merrimac Charitable Trust II?
Merrimac Charitable Trust II reported $253K in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $53K (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 does Merrimac Charitable Trust II fund?
No mission statement is provided. See mission & focus areas ↑
How do I apply for a grant from Merrimac Charitable Trust II?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Merrimac Charitable Trust II's EIN?
Merrimac Charitable Trust II's EIN (Employer Identification Number) is 04-3249244. IRS Form 990 filing data is available on this page for 2019–2025.
Does Merrimac Charitable Trust II accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 6, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 5, 2026)
- IRS filings on file for fiscal years 2019–2025
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Figures come from Merrimac Charitable Trust II's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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