Z a Mersereau Trust Uw

Private foundation · Grantmaker 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 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.

Your AI grants department

Ready to take the next step with Z a Mersereau Trust Uw?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

HinckleyNew Gloucester

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

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

Goodwill Home Association: $25KGoodwill Home Association$25KWayfinder Schools: $25KWayfinder Schools$25K

The largest 2025 recipient was Goodwill Home Association ($25K). Together the top 2 received $50K.

Grant Size Distribution

10 grants across all recorded years

8<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 10 (80%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Goodwill Home Association Hinckley, MEGeneral Financial Support$24,866
Wayfinder Schools New Gloucester, MEGeneral Financial Support$24,866

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS December 6, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 27, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 29, 2025)
  6. 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.

Your AI grants department

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.

Philanthropy, Voluntarism & Grantmaking

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.

Philanthropy, Voluntarism & Grantmaking

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.

Philanthropy, Voluntarism & Grantmaking

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.

Philanthropy, Voluntarism & Grantmaking

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?

Want AI to do this for you?