The Merestead Trust

Private foundation · Grantmaker Goshen, NY EIN: 99-6548846

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.

Key facts about The Merestead Trust

EIN
99-6548846
Latest 990 filing
Form 990-PF, 2024
Total assets
$1,762,887

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

Revenue

$1.8M

Qualifying Distributions

$4K

Expenses

$9K

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.

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M$2M2024
Metric2024
Total Assets$1,762,887
Revenue$1,772,185
Expenses$8,560
Qualifying Distributions$4,262
Net Investment Income$21,675
Distributable Amount$55,540

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2024 (received by the IRS July 15, 2026)

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).

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 September 2026. Sourced from IRS Form 990-PF filings.

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