Trustee for Samuel T Mercer Fdn
Trustee for Samuel T Mercer Fdn is a private foundation based in Orlando, Florida. Its 2024 filing says it primarily makes grants to support educational programs, including public education and educational institutions’ efforts to educate the public.
Trustee for Samuel T Mercer Fdn at a glance
In short: Trustee for Samuel T Mercer Fdn gave $33K across 12 grants in 2025 (avg $3K), mostly in Georgia. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $33,000
- -2.9% vs 2024
- Grants made (2025)
- 12
- +20.0% vs 2024
- Average grant
- $2,750
- -19.1% vs 2024
- Median grant
- $2,250
- Total assets
- $787,066
- +2.8% vs 2024
- New grantees (estimate)
- 17% first-time grantees (2 of 12, 2025; small sample)
- Primary geography
- Georgia (100% 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 Trustee for Samuel T Mercer Fdn
- How to Apply
-
Submit a grant application with the requested project and funding information through Truist Bank.
- Review Cycle
- August 15, as stated on the 2024 filing; this is a past deadline.
- Deadline
- August 15, as stated on the 2024 filing; this is a past deadline.
- Contact
Application contact: Truist Bank
Mailing address: 303 Peachtree Street 2Nd Floor, Atlanta, GA 30303
Phone: (404) 827-6992
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Trustee for Samuel T Mercer Fdn funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Depaul USA ($6K). Together the top 10 received $31K.
Grant Size Distribution
49 grants across all recorded years
The most common grant size was under $50K: 49 grants of 49 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Georgia. The listed 2025 grantees were in Macon or Lizella, Georgia.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
States
Cities
Is Trustee for Samuel T Mercer Fdn open to new grantees?
17%
first-time grantees, 2025
In 2025, 2 of 12 grantees (17%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $1K; repeat grants $3K. How we count
Medians: $1K first-time, $3K repeat.
- 67% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 91% 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 (2020–2025). 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 2020 to 2025, annual grant giving ranged from $26K (2020) to $39K (2021). In 2025 it made 12 grants totaling $33K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Depaul USA Macon, GA | General Operating | $6,000 |
| Museum of Arts and Sciences Macon, GA | General Operating | $6,000 |
| Girl Scouts of Historic Georgia Lizella, GA | General Operating | $4,500 |
| Boy Scouts of America Macon, GA | General Oeprating | $4,500 |
| Hay House the Ga Trust for Historic Macom, GA | General Operating | $2,500 |
| Macon Volunteer Clinic Macon, GA | General Operating | $2,500 |
| Rescue Mission of Middle Georgia Macon, GA | General Operating | $2,000 |
| Loaves and Fishes Ministry Macon, GA | General Operating | $1,000 |
| Macon Outreach at Mulberry Macon, GA | General Operating | $1,000 |
| Macon RBI Macon, GA | General Operating | $1,000 |
Ready to take the next step with Trustee for Samuel T Mercer Fdn?
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 | $787,066 | $63,388 | $46,986 | $33,000 | 12 | $40,139 | $57,622 | $44,024 |
| 2024 | $765,832 | $53,844 | $45,158 | $34,000 | 10 | $40,831 | $49,599 | $42,621 |
| 2023 | $761,636 | $-39,686 | $52,793 | $36,500 | 8 | $45,142 | $14,556 | $42,604 |
| 2022 | $851,106 | $24,591 | $53,785 | $34,000 | 8 | $43,138 | $16,585 | $42,324 |
| 2021 | $877,184 | $190,820 | $58,368 | $38,500 | 11 | $49,174 | $181,875 | $46,640 |
| 2020 | $748,627 | $25,657 | $44,709 | $26,000 | 8 | — | $17,919 | $43,326 |
Under IRS private-foundation payout rules, Trustee for Samuel T Mercer Fdn reported a distributable amount of $44K 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
The foundation’s filing describes its giving as primarily supporting educational programs. Its 2025 grants were all listed for general operating support. Among the grantees, Girl Scouts of Historic Georgia says it builds girls’ courage, confidence, and character; Macon Volunteer Clinic says it provides free primary and dental care and medication assistance to uninsured working adults in Middle Georgia; and Rescue Mission of Middle Georgia describes residential and community outreach programs for people experiencing homelessness and related needs. Wesley Glen Ministries describes supporting people with intellectual and developmental disabilities, while Loaves and Fishes Ministry says it provides supportive services for working-poor and homeless people in Middle Georgia.
Grantmaking
In filing year 2025, the foundation gave $33,000 through 12 grants. Grant amounts ranged from $1,000 to $6,000, with a median of $2,250. All 12 grants were listed for general operating support. The largest awards were $6,000 each to DePaul USA and the Museum of Arts and Sciences, both in Macon, Georgia, followed by $4,500 each to Girl Scouts of Historic Georgia and Boy Scouts of America.
The foundation’s 2024 filing says it does not restrict giving to preselected organizations. Applications are to be made through Truist Bank and include a grant application stating the intended use of funds, total project cost, and any other financial support for the project. The filing says grants are primarily for educational programs, whether educating the public or supporting educational institutions’ efforts to educate the public.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Truist Bank as trustee. It lists Dr. Curtis Jones, Robert Reichert, John McGoldrick, and William H. Epps Jr. as managers.
Trustee for Samuel T Mercer Fdn's 2025 filing lists 5 officers; 1 of 5 officers listed in 2025 is compensated.
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$17K (2021) → $11K (2025)
Curtis Jones
Manager
On filings since 2020
1 hr/week
No compensation reported
John McGoldrick
Manager
On filings since 2020
1 hr/week
No compensation reported
Robert Reichert
Manager
On filings since 2020
1 hr/week
No compensation reported
William H. Epps Jr.
Manager
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to Truist Bank (Trustee).
Frequently asked questions about Trustee for Samuel T Mercer Fdn
How much does Trustee for Samuel T Mercer Fdn give each year?
Trustee for Samuel T Mercer Fdn gave $33K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 10 grants.
What is Trustee for Samuel T Mercer Fdn's typical grant size?
Trustee for Samuel T Mercer Fdn's median grant in 2025 was $2,250, and its average grant was $2,750, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Trustee for Samuel T Mercer Fdn that year got $1K on average.
Where does Trustee for Samuel T Mercer Fdn give grants?
Trustee for Samuel T Mercer Fdn gives mostly in Georgia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Macon, GA (10 grants).
Does Trustee for Samuel T Mercer Fdn give general operating support?
Yes: 100% of Trustee for Samuel T Mercer Fdn's 2025 grants with a stated purpose (12 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Trustee for Samuel T Mercer Fdn's largest grantees?
Trustee for Samuel T Mercer Fdn's largest 2025 grantees include Depaul USA ($6,000), Museum of Arts and Sciences ($6,000) and Girl Scouts of Historic Georgia ($4,500), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Trustee for Samuel T Mercer Fdn?
Trustee for Samuel T Mercer Fdn reported $787K in total assets on its 2025 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $44K (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 Trustee for Samuel T Mercer Fdn fund?
The foundation’s filing describes its giving as primarily supporting educational programs. Its 2025 grants were all listed for general operating support. See mission & focus areas ↑
How do I apply for a grant from Trustee for Samuel T Mercer Fdn?
Submit a grant application with the requested project and funding information through Truist Bank. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
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 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2020–2025
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