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 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
2
+0.0% YoY
Avg Grant Size
$59K
+179.6% YoY
About Z a Mersereau Trust Uw
Based on IRS filings
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.
Ready to take the next step with Z a Mersereau Trust Uw?
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 | $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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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