Z a Mersereau Trust Uw

PORTLAND, ME EIN: 01-6008574

Z a Mersereau Trust Uw is a private foundation, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 2 grants totaling $119K. Net investment income was $83K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

-3.7% YoY

Annual Giving

$119K

+179.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$59K

+179.6% YoY

Under IRS private-foundation payout rules, Z a Mersereau Trust Uw reported a distributable amount of $99K for 2024 — the minimum it must pay out in qualifying distributions.

About Z a Mersereau Trust Uw

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $389K (100%)

States

Maine

Cities

HinckleyNew Gloucester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,172,720	$1,217,194	$1,232,989
Revenue	$92,128	$42,817	$365
Expenses	$136,602	$58,612	$102,987
Qualifying Distributions	$127,556	$50,499	$94,460
Net Investment Income	$83,082	$39,667	$29,059
Distributable Amount	$98,890	$87,095	$79,136

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Goodwill Home Association ($59,256), Wayfinder Schools ($59,256).

Recipient	Purpose	Amount
GOODWILL HOME ASSOCIATION HINCKLEY, ME	GENERAL FINANCIAL SUPPORT	$59,256
WAYFINDER SCHOOLS NEW GLOUCESTER, ME	GENERAL FINANCIAL SUPPORT	$59,256

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Z a Mersereau Trust Uw?

As of 2024, Z a Mersereau Trust Uw holds $1.2M in total assets with $92K in annual revenue. It awarded 2 grants totaling $119K in 2024.

Where does Z a Mersereau Trust Uw operate?

Z a Mersereau Trust Uw has awarded grants in Maine.

What size grants does Z a Mersereau Trust Uw award?

In 2024, Z a Mersereau Trust Uw awarded 2 grants totaling $119K — an average of about $59K per grant, based on its IRS Form 990 filings.

How much is Z a Mersereau Trust Uw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Z a Mersereau Trust Uw reported a distributable amount of $99K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.