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
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
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
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.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Z a Mersereau Trust Uw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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