The Merkin Ertman Foundation Trust
The Merkin Ertman Foundation Trust is a private foundation focused on public and societal benefit, based in West Hartford, CT. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $68K in total assets. In 2024, it awarded 2 grants totaling $4K. Net investment income was $2K.
The Merkin Ertman Foundation Trust at a glance
In short: The Merkin Ertman Foundation Trust gave $4K across 2 grants in 2024 (avg $2K), mostly in Connecticut. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $4,000
- Grants made (2024)
- 2
- Average grant
- $2,000
- Median grant
- $2,000
- Total assets
- $68,381
- -4.1% vs 2023
- Primary geography
- Connecticut (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Merkin Ertman Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Emanual Synagogue ($3K). Together the top 2 received $4K.
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How The Merkin Ertman Foundation Trust gives
- In 2024 it paid out 109% 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
In 2024 it made 2 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Emanual Synagogue West Hartford, CT | Yizor Book | $3,000 |
| Foodshare Bloomfield, CT | General | $1,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $68,381 | $4,360 | $7,304 | $4,000 | 2 | $4,000 | $2,404 | $3,654 |
| 2023 | $71,325 | $72,997 | $1,672 | — | — | — | $626 | $683 |
Under IRS private-foundation payout rules, The Merkin Ertman Foundation Trust reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Merkin Ertman Foundation Trust's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
John F. Kerns
Director
On filings since 2023
1 hr/week
No compensation reported
Louis D. Vamvakas
Director
On filings since 2023
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2023–2024. "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 The Merkin Ertman Foundation Trust
How much does The Merkin Ertman Foundation Trust give each year?
The Merkin Ertman Foundation Trust gave $4K across 2 grants in 2024, according to its 2024 IRS Form 990-PF.
How large is The Merkin Ertman Foundation Trust?
The Merkin Ertman Foundation Trust reported $68K in total assets on its 2024 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).
What is The Merkin Ertman Foundation Trust?
The Merkin Ertman Foundation Trust is a private foundation focused on public and societal benefit, based in West Hartford, CT. It holds $68K in total assets as of 2024.
Where does The Merkin Ertman Foundation Trust operate?
The Merkin Ertman Foundation Trust has awarded grants in Connecticut.
What is The Merkin Ertman Foundation Trust's EIN?
The Merkin Ertman Foundation Trust's EIN (Employer Identification Number) is 93-6811604. IRS Form 990 filing data is available on this page for 2023–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2023–2024
Live grants for the work The Merkin Ertman Foundation Trust funds
Public, Societal Benefit Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Merkin Ertman Foundation Trust's focus areas in our free grants database
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