The Royalty Trust
The Royalty Trust is a private foundation based in Medford, New Jersey. Its 2025 filing reports grants to charitable organizations, including organizations working in education, wildlife protection, hunger relief, health care, and community services.
The Royalty Trust at a glance
In short: The Royalty Trust gave $70K across 18 grants in 2025 (avg $4K), top state Florida. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,000
- -7.9% vs 2024
- Grants made (2025)
- 18
- -10.0% vs 2024
- Average grant
- $3,889
- +2.3% vs 2024
- Median grant
- $3,500
- Total assets
- $334,889
- +0.0% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 18, 2025; small sample)
- Primary geography
- Florida (40% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Royalty Trust
- Accepts unsolicited proposals
- No
- Contact
Mailing address: 34 Moorlinch Blvd, Medford, NJ 08055
Phone: (313) 881-0500
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Royalty Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was CASA Philadelphia ($10K). Together the top 10 received $49K.
Grant Size Distribution
92 grants across all recorded years
The most common grant size was under $50K: 92 grants of 92 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in Florida (40%), New Jersey (31%), Pennsylvania (19%), Washington, DC (7%), and FM (3%).
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
Cities
Is The Royalty Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 18 grantees (0%) were first-time recipients. With only 18 grantees, that is a small sample: one grantee more or less moves the share by about 6 points. How we count
- 94% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 86% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $53K (2019) to $86K (2021). In 2025 it made 18 grants totaling $70K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CASA Philadelphia Philadelphia, PA | charitable | $10,000 |
| Vorhees Animal Orphanage Voorheis, NJ | general fund | $6,000 |
| Woodford Cedar Run Wildlife Refuge Medford, NJ | general | $5,000 |
| The River School Washington, DC | General | $5,000 |
| Deborah Heart and Lung Foundation Browns Mills, NJ | charitable purposes | $4,000 |
| United Way of Martin County Stuart, FL | charitable purposes | $4,000 |
| Boys and Girls Club of Martin County Hobe Sound, FL | charitable purposes | $4,000 |
| Food Bank of South Jersey Pennsauken, NJ | Charitable | $4,000 |
| Hobe Sound Community Chest Hobe Sound, FL | Charitable purposes | $4,000 |
| Hobe Sound Nature Center Hobe Sound, FL | Charitable purposes | $3,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $334,889 | $86,278 | $90,210 | $70,000 | 18 | $70,000 | $76,595 | $81,160 |
| 2024 | $334,867 | $84,539 | $94,617 | $76,000 | 20 | $76,000 | $75,230 | $76,682 |
| 2023 | $344,945 | $58,977 | $103,427 | $85,100 | 19 | $85,100 | $50,638 | $66,204 |
| 2022 | $389,395 | $77,461 | $94,706 | $77,000 | 16 | $77,000 | $68,847 | $69,981 |
| 2021 | $406,640 | $30,862 | $99,625 | $86,000 | 19 | — | $19,067 | $77,571 |
| 2019 | $512,238 | $12,978 | $67,470 | $53,000 | 19 | — | $2,996 | $56,384 |
Under IRS private-foundation payout rules, The Royalty Trust reported a distributable amount of $81K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants show support for organizations with varied missions. For example, The River School describes itself as an independent school serving children with and without hearing loss. Woodford Cedar Run Wildlife Refuge says it operates a wildlife refuge, rehabilitation hospital, and nature center focused on protecting healthy ecosystems. Food Bank of South Jersey says it provides food to people in need and offers nutrition education, while Philabundance says its mission is to drive hunger from communities and end hunger.
Grantmaking
In 2025, the foundation made 18 grants totaling $70,000. Grants ranged from $2,000 to $10,000, with a median grant of $3,500. Among the largest were $10,000 to CASA Philadelphia; $6,000 to Voorhees Animal Orphanage; $5,000 each to Woodford Cedar Run Wildlife Refuge and The River School; and $4,000 each to Deborah Heart and Lung Foundation, United Way of Martin County, Boys and Girls Club of Martin County, Food Bank of South Jersey, and Hobe Sound Community Chest.
The foundation states on its 2023 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Janet Merritt, Andrea Chambers, and Gregg Merritt as trustees.
The Royalty Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Andrea Chambers
Trustee
On filings since 2019
No compensation reported
Gregg Merritt
Trustee
On filings since 2019
No compensation reported
Janet Merritt
Trustee
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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 Royalty Trust
How much does The Royalty Trust give each year?
The Royalty Trust gave $70K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $76K across 20 grants.
What is The Royalty Trust's typical grant size?
The Royalty Trust's median grant in 2025 was $3,500, and its average grant was $3,889, across 18 grants on its 2025 IRS Form 990-PF.
Where does The Royalty Trust give grants?
The Royalty Trust's top state is Florida, with 40% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New Jersey (31%) and Pennsylvania (19%). The most frequent recipient cities were Vero Beach, FL (4 grants), Hobe Sound, FL (3 grants), Philadelphia, PA (2 grants) and Medford, NJ (2 grants).
Who are The Royalty Trust's largest grantees?
The Royalty Trust's largest 2025 grantees include CASA Philadelphia ($10,000), Vorhees Animal Orphanage ($6,000) and Woodford Cedar Run Wildlife Refuge ($5,000), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is The Royalty Trust?
The Royalty Trust reported $335K in total assets on its 2025 IRS Form 990-PF. It paid out $70K in qualifying distributions that year, against a required minimum of $81K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does The Royalty Trust fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations with varied missions. For example, The River School describes itself as an independent school serving children with and without hearing loss. See mission & focus areas ↑
How do I apply for a grant from The Royalty Trust?
The Royalty Trust does not accept unsolicited proposals, according to Grantable's research on its published guidelines.
What is The Royalty Trust's EIN?
The Royalty Trust's EIN (Employer Identification Number) is 20-6770692. IRS Form 990 filing data is available on this page for 2019–2025.
Does The Royalty Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 25, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 9, 2026)
- IRS filings on file for fiscal years 2019–2025
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Cite this profile
Grantable. (2026). The Royalty Trust funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/the-royalty-trust-morg_dcc92669177c4642b0ecff8a3c8b641c
BibTeX
@misc{grantable_206770692_2026,
author = {{Grantable}},
title = {{The Royalty Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-royalty-trust-morg_dcc92669177c4642b0ecff8a3c8b641c},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Royalty Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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