The PD Merrill Charitable Trust

PORTLAND, ME EIN: 20-7312061

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AtlantaBiddefordEllsworthNew YorkPittsfieldPortlandSouth Portland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$704K$1M$2M$3M202020212022
Metric202220212020
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

$0$625K$1M$2M$2M3 grants20201 grants20217 grants2022

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2022

Maine Community Foundation$1.3MThe Carter Center$1.0MMaine Historical Society$110KUniversity of New England$80KFriends of the Pittsfiel…$10KPeregrine Corp$10KSeeds of Peace$10K

Grant Size Distribution

11 grants across all recorded years

4<$50K3$50–100K1$100–250K$250–500K$500K–1M3$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2022 IRS filing

John AchatzTrustee$24KAnthony TennesonTrustee$5K

From 2022 filing

NameTitleHoursCompensation
John AchatzTrustee4$24,000
Peter VigueTrustee0.5
Anthony TennesonTrustee2$4,510

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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