The Merestead Trust
The Merestead Trust is a private foundation, based in Goshen, NY. IRS filing data is available for 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it made $4K in qualifying distributions. Net investment income was $22K.
The Merestead Trust at a glance
- Total assets
- $1,762,887
- Revenue (2024)
- $1,772,185
- Qualifying distributions (2024)
- $4,262
- Expenses (2024)
- $8,560
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2024 | $1,762,887 | $1,772,185 | $8,560 | $4,262 | $21,675 | $55,540 |
Under IRS private-foundation payout rules, The Merestead Trust reported a distributable amount of $56K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Merestead Trust's only listed officer is Orange Bank & Trust Company, Trustee on the 2024 filing (compensated).
Officers on the 2024 filing
Orange Bank & Trust Company
Trustee
New on the 2024 filing
2 hrs/week
$9K (2024)
Data from IRS Form 990 filings, 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 $9K, to Orange Bank & Trust Company (Trustee).
Frequently asked questions about The Merestead Trust
How large is The Merestead Trust?
The Merestead Trust reported $1.8M in total assets on its 2024 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $56K (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 The Merestead Trust's EIN?
The Merestead Trust's EIN (Employer Identification Number) is 99-6548846. IRS Form 990 filing data is available on this page for 2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS July 15, 2026)
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