Trustee for Samuel T Mercer Fdn
Trustee for Samuel T Mercer Fdn is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $766K in total assets. In 2024, it awarded 10 grants totaling $34K. Net investment income was $50K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$766K
+0.6% YoY
Annual Giving
$34K
-6.8% YoY
Grant Count
10
+25.0% YoY
Avg Grant Size
$3K
-25.5% YoY
Under IRS private-foundation payout rules, Trustee for Samuel T Mercer Fdn reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.
About Trustee for Samuel T Mercer Fdn
Based on IRS filings
Trustee for Samuel T Mercer Fdn is a private foundation, based in ORLANDO, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $766K in total assets. In 2024, it awarded 10 grants totaling $34K. Net investment income was $50K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $765,832 | $761,636 | $851,106 |
| Revenue | $53,844 | $-39,686 | $24,591 |
| Expenses | $45,158 | $52,793 | $53,785 |
| Qualifying Distributions | $40,831 | $45,142 | $43,138 |
| Net Investment Income | $49,599 | $14,556 | $16,585 |
| Distributable Amount | $42,621 | $42,604 | $42,324 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Depaul Usa ($7,000), Museum of Arts and Sciences ($7,000), Central Georgia Council Boy Scouts ($4,500).
| Recipient | Purpose | Amount |
|---|---|---|
| CENTRAL GEORGIA COUNCIL BOY SCOUTS MACON, GA | GENERAL OPERATING | $4,500 |
| HAY HOUSE THE GA TRUST FOR HISTORIC MACOM, GA | GENERAL OPERATING | $3,000 |
| RESCUE MISSION OF MIDDLE GEORGIA MACON, GA | GENERAL OPERATING | $2,500 |
| WESLEY GLEN MINISTRIES INC MACON, GA | GENERAL OPERATING | $1,000 |
| DEPAUL USA MACON, GA | GENERAL OPERATING | $7,000 |
| IRON MENS HEALTH FAIR MACON, GA | GENERAL OPERATING | $1,000 |
| GIRL SCOUTS OF HISTORIC GEORGIA LIZELLA, GA | GENERAL OPERATING | $4,500 |
| MUSEUM OF ARTS AND SCIENCES MACON, GA | GENERAL OPERATING | $7,000 |
| THE MENTORS PROJECT OF BIBB COUNTY MACON, GA | GENERAL OPERATING | $1,000 |
| MACON VOLUNTEER CLINIC MACON, GA | GENERAL OPERATING | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $8,087 |
| DR CURTIS JONES | MANAGER | 1 | — |
| ROBERT REICHERT | MANAGER | 1 | — |
| JOHN MCGOLDRICK | MANAGER | 1 | — |
| WILLIAM H EPPS JR | MANAGER | 1 | — |
Frequently Asked Questions
How large is Trustee for Samuel T Mercer Fdn?
As of 2024, Trustee for Samuel T Mercer Fdn holds $766K in total assets with $54K in annual revenue. It awarded 10 grants totaling $34K in 2024.
Where does Trustee for Samuel T Mercer Fdn operate?
Trustee for Samuel T Mercer Fdn has awarded grants in Georgia.
What size grants does Trustee for Samuel T Mercer Fdn award?
In 2024, Trustee for Samuel T Mercer Fdn awarded 10 grants totaling $34K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Trustee for Samuel T Mercer Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Trustee for Samuel T Mercer Fdn reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Trustee for Samuel T Mercer Fdn's EIN?
Trustee for Samuel T Mercer Fdn's EIN (Employer Identification Number) is 58-6272414. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Trustee for Samuel T Mercer Fdn's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.