The PD Merrill Charitable Trust
The PD Merrill Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. IRS filing data is available from 2020 through 2022. In 2022, it awarded 7 grants totaling $2.5M.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$2.5M
+4899.3% YoY
Grant Count
7
+600.0% YoY
Avg Grant Size
$357K
+614.2% YoY
Under IRS private-foundation payout rules, The PD Merrill Charitable Trust reported a distributable amount of $102K for 2022 — the minimum it must pay out in qualifying distributions.
About The PD Merrill Charitable Trust
Based on IRS filings
The PD Merrill Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. IRS filing data is available from 2020 through 2022. In 2022, it awarded 7 grants totaling $2.5M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $2,537,460 | $2,624,486 |
| Revenue | $21,552 | $923 | $13,940 |
| Expenses | $2,559,012 | $87,949 | $1,091,449 |
| Qualifying Distributions | $2,533,909 | $69,168 | — |
| Net Investment Income | — | — | — |
| Distributable Amount | $102,076 | $127,403 | $158,080 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2022
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest include Maine Community Foundation ($1,276,173), The Carter Center ($1,003,500), Maine Historical Society ($110,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Friends of the Pittsfield Library Pittsfield, ME | General support | $10,000 |
| Maine Community Foundation Ellsworth, ME | General support | $1,276,173 |
| Maine Historical Society Portland, ME | General support | $110,000 |
| Peregrine Corp South Portland, ME | f/b/o PSL Services / STRIVE, South Portland, ME location | $10,000 |
| Seeds of Peace New York, NY | General support | $10,000 |
| The Carter Center Atlanta, GA | General support | $1,003,500 |
| University of New England Biddeford, ME | General support | $80,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| John Achatz | Trustee | 4 | $24,000 |
| Peter Vigue | Trustee | 0.5 | — |
| Anthony Tenneson | Trustee | 2 | $4,510 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The PD Merrill Charitable Trust?
The PD Merrill Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PORTLAND, ME. It holds — in total assets as of 2022.
Where does The PD Merrill Charitable Trust operate?
The PD Merrill Charitable Trust has awarded grants in Georgia, Maine, New York.
What size grants does The PD Merrill Charitable Trust award?
In 2022, The PD Merrill Charitable Trust awarded 7 grants totaling $2.5M — an average of about $357K per grant, based on its IRS Form 990 filings.
How much is The PD Merrill Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, The PD Merrill Charitable Trust reported a distributable amount of $102K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The PD Merrill Charitable Trust's EIN?
The PD Merrill Charitable Trust's EIN (Employer Identification Number) is 20-7312061. IRS Form 990 filing data is available on this page for 2020–2022.
Explore Open Grants
Browse active grant opportunities in The PD Merrill Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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