The Merle Thorpe Jr Charitable Trust

Private foundation · Grantmaker Thurmont, MD EIN: 52-6666964

The Merle Thorpe Jr Charitable Trust is a private foundation, based in Thurmont, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $11.4M in total assets. In 2024, it awarded 1 grant totaling $2. Net investment income was $603K.

Key facts about The Merle Thorpe Jr Charitable Trust

In short: The Merle Thorpe Jr Charitable Trust gave $2 across 1 grant in 2024 (avg $2), mostly in Connecticut. Source: 2024 IRS Form 990-PF.

EIN
52-6666964
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$2
Grants made (2024)
1
Average grant
$2
Median grant
$2
Total assets
$11,429,437
Primary geography
Connecticut (100% of itemized 2024 grant dollars)

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$11.4M

+0.2% YoY

Annual Giving

$2

-33.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$2

-33.3% YoY

Under IRS private-foundation payout rules, The Merle Thorpe Jr Charitable Trust reported a distributable amount of $396K for 2024 — the minimum it must pay out in qualifying distributions.

How The Merle Thorpe Jr Charitable Trust gives

  • Giving fell 33% from 2021 to 2024. Method
  • In 2024 it paid out 152% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of the 2024 grant dollars on its one itemized grant.

Cities

StamfordCambridge

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5$5$7.5$101 grant2020 1 grant2021 2 grants2022 1 grant2023 1 grant2024

From 2020 to 2024, annual grant giving ranged from $2 (2020) to $9 (2022). In 2024 it made 1 grant totaling $2.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Garmark K-1: $2Garmark K-1$2

The largest 2024 recipient was Garmark K-1 ($2).

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 6 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Garmark K-1 Stamford, CTCharity$2

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$11,429,437$11,405,234$11,428,720
Revenue$717,756$908,308$812,581
Expenses$763,851$864,000$576,779
Qualifying Distributions$602,625$625,872$376,832
Net Investment Income$602,652$711,487$666,682
Distributable Amount$395,745$391,965$441,741

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

The Merle Thorpe Jr Charitable Trust's 2024 filing lists 7 officers; none of the 7 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Samuel Castleman III

    Trustee & Chari

    Executive Di → Trustee & Char, 2022

    Trustee & Char → Trustee & Chari, 2023

    On filings since 2020

    1 hr/week

    $56K (2020) → $0 (2024)

  • Brad Hill

    Trustee

    On filings since 2022

    No compensation reported

  • Brook Currie

    Trustee

    On filings since 2022

    No compensation reported

  • Gigi Castleman

    Trustee

    On filings since 2022

    No compensation reported

  • Mark Jameson Sullivan

    Trustee

    On filings since 2022

    No compensation reported

  • Matthew Smith

    Trustee

    On filings since 2022

    No compensation reported

  • Whitney Ourisman-Ferguson

    Trustee

    On filings since 2022

    No compensation reported

Former officers (5)
  • Former: Daniel J. O'Brien (2020–2021) — Trustee
  • Former: Eugenia B. Castleman (2020–2021) — Trustee
  • Former: Joseph Welty (2020–2021) — Trustee & Chai
  • Former: Peter Castleman (2020–2021) — Trustee
  • Former: Salvatore G. Siino (2020–2021) — Officer

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2023 IRS filing

Samuel Castleman III — Trustee/Chari: $20KSamuel Castleman IIITrustee/Chari$20K

The highest reported compensation on the 2023 filing was $20K, to Samuel Castleman III (Trustee/Chari).

Frequently asked questions about The Merle Thorpe Jr Charitable Trust

How much does The Merle Thorpe Jr Charitable Trust give each year?

The Merle Thorpe Jr Charitable Trust gave $2 across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3 across 1 grant.

How large is The Merle Thorpe Jr Charitable Trust?

The Merle Thorpe Jr Charitable Trust reported $11.4M in total assets on its 2024 IRS Form 990-PF. It paid out $603K in qualifying distributions that year, against a required minimum of $396K (roughly 5% of its investment assets).

Where does The Merle Thorpe Jr Charitable Trust operate?

The Merle Thorpe Jr Charitable Trust has awarded grants in Connecticut, Massachusetts.

What is The Merle Thorpe Jr Charitable Trust's EIN?

The Merle Thorpe Jr Charitable Trust's EIN (Employer Identification Number) is 52-6666964. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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