Z a Mersereau Trust Uw
Z a Mersereau Trust Uw is a private foundation, based in Portland, ME. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 2 grants totaling $50K. Net investment income was $79K.
Key facts about Z a Mersereau Trust Uw
In short: Z a Mersereau Trust Uw gave $50K across 2 grants in 2025 (avg $25K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- EIN
- 01-6008574
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $49,732
- Grants made (2025)
- 2
- Average grant
- $24,866
- Median grant
- $24,866
- Total assets
- $1,191,956
- Primary geography
- Maine (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.2M
+1.6% YoY
Annual Giving
$50K
-58.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$25K
-58.0% YoY
Under IRS private-foundation payout rules, Z a Mersereau Trust Uw reported a distributable amount of $106K for 2025 — the minimum it must pay out in qualifying distributions.
How Z a Mersereau Trust Uw gives
- Giving fell 42% from 2022 to 2025. Method
- In 2025 it paid out 56% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Ready to take the next step with Z a Mersereau Trust Uw?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $42K (2023) to $119K (2024). In 2025 it made 2 grants totaling $50K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Goodwill Home Association ($25K). Together the top 2 received $50K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 8 grants of 10 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Goodwill Home Association Hinckley, ME | General Financial Support | $24,866 |
| Wayfinder Schools New Gloucester, ME | General Financial Support | $24,866 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,191,956 | $1,172,720 | $1,217,194 |
| Revenue | $88,640 | $92,128 | $42,817 |
| Expenses | $69,404 | $136,602 | $58,612 |
| Qualifying Distributions | $59,568 | $127,556 | $50,499 |
| Net Investment Income | $78,804 | $83,082 | $39,667 |
| Distributable Amount | $106,345 | $98,890 | $87,095 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS December 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 29, 2026)
Frequently asked questions about Z a Mersereau Trust Uw
How much does Z a Mersereau Trust Uw give each year?
Z a Mersereau Trust Uw gave $50K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $119K across 2 grants.
How large is Z a Mersereau Trust Uw?
Z a Mersereau Trust Uw reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $60K in qualifying distributions that year, against a required minimum of $106K (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.
Where does Z a Mersereau Trust Uw operate?
Z a Mersereau Trust Uw has awarded grants in Maine.
What is Z a Mersereau Trust Uw's EIN?
Z a Mersereau Trust Uw's EIN (Employer Identification Number) is 01-6008574. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Z a Mersereau Trust Uw by hand.
Explore Open Grants
Browse active grant opportunities in Z a Mersereau Trust Uw's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Bangor Savings Bank Foundation
Bangor, ME
The Bangor Savings Bank Foundation funds arts and culture, education, health and wellness, workforce and economic development, and social and community services in Maine, New Hampshire, and Essex County, Massachusetts. Published grant requests are typically $2,000–$25,000, though reported 2025 awards ranged from $1,000 to $50,000, with a median of $4,750. It accepts applications through an online process and reviews them twice a year.
Assets
$7.0M
Grants
156
Total Given
$1.2M
Kate J and Alfred Williams Anthony Trust UA
Brooklyn, OH
Assets
$581K
Grants
5
Total Given
$55K
Cascade Foundation
Rockport, ME
The foundation supports medical research, healthcare, arts and culture, and environmental causes, with most 2024 grant dollars going to organizations in Maine and additional funding in several other states. Its 34 grants ranged from $500 to $80,000, with a median of $15,000. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$12.9M
Grants
34
Total Given
$735K
Maurice & Lelia Forster Fund
Portland, ME
Assets
$447K
Grants
4
Total Given
$35K
Pond Family Foundation
Scarborough, ME
The Pond Family Foundation supports a range of organizations, including food assistance, education, behavioral healthcare, housing and homelessness services, and community programs, with most of its giving in Maine. Its 2025 grants ranged from $500 to $50,000, with a median award of $5,000. It accepts requests from eligible public charities without a prescribed application form or deadline; applicants must provide proof of tax-exempt status and explain the grant’s purpose.
Assets
$9.8M
Grants
52
Total Given
$468K
Marr-Anderson Family Foundation
Falmouth, ME
The foundation funds education, health, scholarships, and compassionate support during crises, including work with schools, hospitals, and youth and family services. Its 2024 grants ranged from $1,100 to $353,858, with a median of $10,000; it primarily supports Maine communities, and it accepts unsolicited applications from organizations serving Maine.
Assets
$19.1M
Grants
33
Total Given
$681K
Leach Elizabeth Ann PFDN
Brooklyn, OH
The foundation supports charitable, benevolent, and educational organizations, with its active grant program focused on organizations located or operating in Lincoln County, Maine. In 2025, grants ranged from $5,000 to $50,000, with a median of $10,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$4.0M
Grants
19
Total Given
$211K
Stephen & Tabitha King Foundation Inc
New York, NY
The foundation supports Maine community initiatives, especially in libraries, literacy, community health, and arts and culture, with particular interest in underserved people and the Greater Bangor region. Its 2024 grants ranged from $500 to $800,000, with a median of $20,000; for its limited 2026 opportunity, eligible Maine public libraries and public safety organizations may request up to $50,000. It does not accept unsolicited requests; other organizations are asked to wait until 2027.
Assets
$16.2M
Grants
217
Total Given
$6.6M
Ploughshares Foundation
Highland Park, IL
Ploughshares Foundation primarily funds efforts to reduce nuclear threats and strengthen the nuclear threat-reduction field, with grants also supporting urgent policy work and related partnerships. Its 2025 grants had a median of $6,000 and ranged from $999 to $85,000; it funds across the U.S. and internationally, with the largest shares going to Massachusetts, New York, Washington, D.C., Maine, and California. It accepts written applications through an online portal, though the Fall 2026 cycle is closed and future dates are expected in January 2027.
Assets
$80.6M
Grants
368
Total Given
$3.6M
The Aldermere Foundation
Portland, ME
The Aldermere Foundation supports Maine organizations working in land conservation, environmental protection, farming, education, and the arts. In 2025, its 19 grants ranged from $1,000 to $304,448, with a median of $7,000; it does not accept unsolicited requests and funds only preselected organizations.
Assets
$4.8M
Grants
19
Total Given
$434K
Maine Community Foundation Inc
Ellsworth, ME
Maine Community Foundation supports Maine communities through grants for community building, arts, education, the environment, economic development, human services, and other areas. Its 2024 grants ranged from $5,030 to $2,487,900, with a median of $17,500; the Community Building Grant Program offers awards up to $10,000. Applications are submitted online, and the information does not state whether unsolicited requests are accepted.
Assets
$807.6M
Grants
1,161
Total Given
$57.6M
Raymond J and Mary C Reisert Foundation
New York, NY
The foundation supports programs that improve social welfare, especially in education, health care, and housing, with a geographic focus on Eastern North Carolina, Long Island, and Central Maine. In 2025, grants ranged from $3,000 to $20,000, with a median of $10,000; its grant description lists a typical range of $500–$15,000. It says it does not limit giving to preselected organizations and invites Letters of Inquiry in January and February.
Assets
$2.2M
Grants
23
Total Given
$215K
More Funders in Maine
Z a Mersereau Trust Uw down — hundreds of funders to go?