Merrimac Charitable Trust Ii
Merrimac Charitable Trust Ii is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $265K in total assets. In 2024, it awarded 29 grants totaling $46K. Net investment income was $20K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$265K
-9.7% YoY
Annual Giving
$46K
+22.3% YoY
Grant Count
29
+11.5% YoY
Avg Grant Size
$2K
+9.7% YoY
Under IRS private-foundation payout rules, Merrimac Charitable Trust Ii reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.
About Merrimac Charitable Trust Ii
Based on IRS filings
Merrimac Charitable Trust Ii is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $265K in total assets. In 2024, it awarded 29 grants totaling $46K. Net investment income was $20K.
Ready to take the next step with Merrimac Charitable Trust Ii?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $265,352 | $293,908 | $328,275 |
| Revenue | $22,029 | $7,478 | $15,426 |
| Expenses | $50,585 | $41,845 | $38,895 |
| Qualifying Distributions | $48,248 | $39,660 | $36,810 |
| Net Investment Income | $19,692 | $16,033 | $16,525 |
| Distributable Amount | $49,772 | $43,953 | $45,654 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
143 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Advocates Inc ($5,000), Ithaca College ($5,000), Cure Alzheimers Fund ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ADVOCATES INC NEWTON, MA | PROGRAM SUPPORT | $5,000 |
| ATLANTIC WHITE SHARK CONSERVANCY INC (AWSC) CHATHAM, MA | PROGRAM SUPPORT | $1,000 |
| CAPE COD LIGHTHOUSE CHARTER SCHOOL (CCLCS) EAST HARWICH, MA | PROGRAM SUPPORT | $2,000 |
| CAPE COD OCEAN COMMUNITY SOUTH WELLFLEET, MA | PROGRAM SUPPORT | $1,000 |
| CURE ALZHEIMERS FUND WELLESLEY HILLS, MA | PROGRAM SUPPORT | $3,000 |
| DOCTORS WITHOUT BORDERS USA INC NEW YORK, NY | PROGRAM SUPPORT | $1,250 |
| EARTH JUSTICE SAN FRANCISCO, CA | PROGRAM SUPPORT | $1,250 |
| GIVEDIRECTLY INC NEW YORK, NY | PROGRAM SUPPORT | $625 |
| HOMELESS ANIMAL RESCUE TEAM OF MAINE (HART) CUMBERLAND, ME | PROGRAM SUPPORT | $1,250 |
| HOUSING ASSISTANCE CORPORATION HYANNIS, MA | PROGRAM SUPPORT | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN ALLEN | TRUSTEE | 0.5 | — |
| JOSHUA STEWART | TRUSTEE | 0.5 | — |
| ROBERT EVERTS | TRUSTEE | 0.5 | — |
Frequently Asked Questions
How large is Merrimac Charitable Trust Ii?
As of 2024, Merrimac Charitable Trust Ii holds $265K in total assets with $22K in annual revenue. It awarded 29 grants totaling $46K in 2024.
Where does Merrimac Charitable Trust Ii operate?
Merrimac Charitable Trust Ii has awarded grants in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Maryland, Maine, Missouri, Montana, North Carolina, New York, Texas, Vermont.
What size grants does Merrimac Charitable Trust Ii award?
In 2024, Merrimac Charitable Trust Ii awarded 29 grants totaling $46K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Merrimac Charitable Trust Ii required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Merrimac Charitable Trust Ii reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Merrimac Charitable Trust Ii's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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