Merritt Sam & Bertha Memorial Tr
Merritt Sam & Bertha Memorial Tr is a private foundation, based in Eagan, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.8M in total assets. In 2025, it awarded 2 grants totaling $155K. Net investment income was $180K.
Merritt Sam & Bertha Memorial Tr at a glance
In short: Merritt Sam & Bertha Memorial Tr gave $155K across 2 grants in 2025 (avg $77K), mostly in North Dakota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $154,676
- +1.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $77,338
- +1.7% vs 2024
- Median grant
- $77,338
- Total assets
- $2,802,816
- +0.7% vs 2024
- Primary geography
- North Dakota (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 Merritt Sam & Bertha Memorial Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First Presbyterian Church ($77K).
Organizations only. It also paid 1 individual scholarship ($77,338), which are not listed by name.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was in the $50–100K range: 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 Merritt Sam & Bertha Memorial Tr gives
- Giving held roughly steady from 2022 to 2025 (−15%). Method
- In 2025 it paid out 103% 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 2019 to 2025, annual grant giving ranged from $143K (2023) to $182K (2022). In 2025 it made 2 grants totaling $155K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Bismarck, ND | General Operating | $77,338 |
| 1 individual scholarship Recipients not named | — | $77,338 |
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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 | $2,802,816 | $227,346 | $208,196 | $154,676 | 2 | $160,993 | $179,741 | $155,888 |
| 2024 | $2,784,584 | $152,330 | $202,829 | $152,040 | 2 | $158,305 | $107,499 | $152,283 |
| 2023 | $2,835,499 | $104,455 | $191,689 | $143,192 | 2 | $149,217 | $60,292 | $143,705 |
| 2022 | $2,923,157 | $169,834 | $235,145 | $182,292 | 2 | $188,145 | $128,802 | $150,393 |
| 2021 | $2,988,877 | $321,049 | $219,356 | $170,932 | 2 | $177,030 | $276,282 | $172,254 |
| 2020 | $2,895,337 | $131,471 | $207,761 | $163,172 | 2 | — | $91,702 | $152,033 |
| 2019 | $2,963,528 | $269,764 | $205,038 | $146,132 | 2 | — | $229,807 | $151,334 |
Under IRS private-foundation payout rules, Merritt Sam & Bertha Memorial Tr reported a distributable amount of $156K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Merritt Sam & Bertha Memorial Tr's only listed officer is US Bank N A, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2019
1 hr/week
$42K (2019) → $48K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $48K, to US Bank N a (Trustee).
Frequently asked questions about Merritt Sam & Bertha Memorial Tr
How much does Merritt Sam & Bertha Memorial Tr give each year?
Merritt Sam & Bertha Memorial Tr gave $155K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $152K across 2 grants.
How large is Merritt Sam & Bertha Memorial Tr?
Merritt Sam & Bertha Memorial Tr reported $2.8M in total assets on its 2025 IRS Form 990-PF. It paid out $161K in qualifying distributions that year, against a required minimum of $156K (roughly 5% of its investment assets).
Where does Merritt Sam & Bertha Memorial Tr operate?
Merritt Sam & Bertha Memorial Tr has awarded grants in North Dakota.
What is Merritt Sam & Bertha Memorial Tr's EIN?
Merritt Sam & Bertha Memorial Tr's EIN (Employer Identification Number) is 23-7035116. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
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