Z a Mersereau Trust Uw Portland Trust Company LLC
Z a Mersereau Trust Uw Portland Trust Company LLC 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.
Z a Mersereau Trust Uw Portland Trust Company LLC at a glance
In short: Z a Mersereau Trust Uw Portland Trust Company LLC gave $50K across 2 grants in 2025 (avg $25K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $49,732
- -58.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $24,866
- -58.0% vs 2024
- Median grant
- $24,866
- Total assets
- $1,191,956
- +1.6% vs 2024
- Primary geography
- Maine (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Z a Mersereau Trust Uw Portland Trust Company LLC funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Z a Mersereau Trust Uw Portland Trust Company LLC 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.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,191,956 | $88,640 | $69,404 | $49,732 | 2 | $59,568 | $78,804 | $106,345 |
| 2024 | $1,172,720 | $92,128 | $136,602 | $118,512 | 2 | $127,556 | $83,082 | $98,890 |
| 2023 | $1,217,194 | $42,817 | $58,612 | $42,388 | 2 | $50,499 | $39,667 | $87,095 |
| 2022 | $1,232,989 | $365 | $102,987 | $85,934 | 2 | $94,460 | $29,059 | $79,136 |
| 2021 | $1,335,611 | $97,044 | $89,416 | $72,268 | 2 | $80,841 | $88,469 | $93,750 |
| 2020 | $1,327,983 | $63,048 | $85,434 | $70,170 | 2 | — | $55,417 | $79,527 |
Under IRS private-foundation payout rules, Z a Mersereau Trust Uw Portland Trust Company LLC reported a distributable amount of $106K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Z a Mersereau Trust Uw Portland Trust Company LLC's only listed officer is Portland Trust Company, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Portland Trust Company
Trustee
On filings since 2020
2 hrs/week
$15K (2020) → $18K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $18K, to Portland Trust Company (Trustee).
Frequently asked questions about Z a Mersereau Trust Uw Portland Trust Company LLC
How much does Z a Mersereau Trust Uw Portland Trust Company LLC give each year?
Z a Mersereau Trust Uw Portland Trust Company LLC 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 Portland Trust Company LLC?
Z a Mersereau Trust Uw Portland Trust Company LLC 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 Portland Trust Company LLC operate?
Z a Mersereau Trust Uw Portland Trust Company LLC has awarded grants in Maine.
What is Z a Mersereau Trust Uw Portland Trust Company LLC's EIN?
Z a Mersereau Trust Uw Portland Trust Company LLC's EIN (Employer Identification Number) is 01-6008574. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
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)
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Figures come from Z a Mersereau Trust Uw Portland Trust Company LLC's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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