Merrimac Charitable Trust II
EIN 043249244Total Given 2016–2024
$266K
202 grants · $30K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$1K
typical micro grants · $500–$2K
grant size
28%
balanced · 33/117 multi-year
repeat
$1.0M
Assets (2024)
117
Distinct Recipients
About
THE FOUNDATION IS ORGANIZED AND REGISTERED TO SOLICIT FUNDS UNDER THE LAWS OF THE COMMONWEALTH OF MASSACHUSETTS. A COPY OF THIS RETURN WAS NOT FILED WITH MASSACHUSETTS, BECAUSE THE ATTORNEY GENERAL'S OFFICE DOES NOT REQUIRE A COPY TO BE FILED WITH ITS FORM PC WHEN GROSS SUPPORT AND REVENUE IS BELOW $25,000 FOR THE YEAR. THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE CALCULATES GROSS SUPPORT AND REVENUE FOR FORM PC PURPOSES BY SUBTRACTING PART I. COLUMN A, LINE 6A (NET GAIN OR LOSS FROM SALE OF ASSETS) FROM PART I, COLUMN A, LINE 12 (TOTAL REVENUE).
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(617) 227-6161
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $32K | $703K | $44K | 30 |
| 2018 | $38K | $722K | $103K | 29 |
| 2020 | $40K | $835K | $32K | 30 |
| 2021 | $37K | $1.0M | $26K | 27 |
| 2022 | $35K | $888K | $15K | 31 |
| 2023 | $38K | $923K | $7K | 26 |
| 2024 | $46K | $1.0M | $22K | 29 |
Grant Size Distribution
Based on 202 grants on record
Minimum
$100
25th Pctl
$500
Median
$1K
Average
$1K
75th Pctl
$2K
Maximum
$5K
Geographic Distribution
Officers & Directors
SA
Susan Allen
7+ yrs
Trustee
JS
Joshua Stewart
7+ yrs
Trustee
RE
Robert Everts
5 yrs
Trustee
RE
Robert Everts
5 yrs
Trustee
SA
Susan Allen
7+ yrs
Trustee
JS
Joshua Stewart
7+ yrs
Trustee
SA
Susan Allen
7+ yrs
Trustee
JS
Joshua Stewart
7+ yrs
Trustee
RE
Robert Everts
5 yrs
Trustee
JS
Joshua Stewart
7+ yrs
Trustee
RE
Robert Everts
5 yrs
Trustee
SA
Susan Allen
7+ yrs
Trustee
DE
David T Everts
3 yrs
Trustee
SA
Susan Allen
7+ yrs
Trustee
JS
Joshua Stewart
7+ yrs
Trustee
RE
Robert Everts
5 yrs
Trustee
DE
David T Everts
3 yrs
Trustee
JS
Joshua Stewart
7+ yrs
Trustee
SA
Susan Allen
7+ yrs
Trustee
SA
Susan Allen
7+ yrs
Trustee
DE
David T Everts
3 yrs
Trustee
JS
Joshua Stewart
7+ yrs
Trustee
Grants Awarded (202 total)
| Purpose | ||||
|---|---|---|---|---|
| Advocates Inc | Newton, MA | $5,000 | PROGRAM SUPPORT | 2018 |
| Cape Cod Village Inc | Orleans, MA | $5,000 | PROGRAM SUPPORT | 2018 |
| Cape Cod Lighthouse Charter School | East Harwich, MA | $5,000 | PROGRAM SUPPORT | 2020 |
| Advocates Inc | Newton, MA | $5,000 | PROGRAM SUPPORT | 2021 |
| Advocates Inc | Newton, MA | $5,000 | PROGRAM SUPPORT | 2023 |
| Advocates Inc | Newton, MA | $5,000 | PROGRAM SUPPORT | 2024 |
| Ithaca College | Ithaca, NY | $5,000 | PROGRAM SUPPORT | 2024 |
| St Mary'S Episcopal Church | Newton, MA | $4,400 | PROGRAM SUPPORT | 2018 |
| Advocates Inc | Newton, MA | $4,000 | PROGRAM SUPPORT | 2020 |
| Be a Hero Become a Donor Foundation (Bah Bad) | San Clemente, CA | $4,000 | PROGRAM SUPPORT | 2020 |
| Ithaca College | Ithaca, NY | $4,000 | PROGRAM SUPPORT | 2023 |
| Advocates Inc | Newton, MA | $3,500 | PROGRAM SUPPORT | 2016 |
| Cure Alzheimers Fund | Wellesley Hills, MA | $3,000 | PROGRAM SUPPORT | 2024 |
| Cape Wellness Collaborative | South Yarmouth, MA | $3,000 | PROGRAM SUPPORT | 2024 |
| Christ Episcopal Church | Cambridge, MA | $3,000 | PROGRAM SUPPORT | 2016 |
| Orleans Community Playground | Orleans, MA | $3,000 | PROGRAM SUPPORT | 2016 |
| Advocates Inc | Newton, MA | $3,000 | PROGRAM SUPPORT | 2022 |
| The Carter Center Inc | Atlanta, GA | $2,900 | PROGRAM SUPPORT | 2023 |
| The Madison Foundation Inc | Madison, CT | $2,750 | PROGRAM SUPPORT | 2022 |
| Cape Wellness Collaborative | Osterville, MA | $2,500 | PROGRAM SUPPORT | 2020 |
| Cape Wellness Collaborative | Osterville, MA | $2,500 | PROGRAM SUPPORT | 2021 |
| Cure Alzheimers Fund | Wellesley Hills, MA | $2,500 | PROGRAM SUPPORT | 2023 |
| Safe Coalition | Franklin, MA | $2,500 | PROGRAM SUPPORT | 2024 |
| The Dover Church | Dover, MA | $2,500 | PROGRAM SUPPORT | 2024 |
| Be a Hero Become a Donor Foundation (Bahbad) | San Clemete, CA | $2,000 | PROGRAM SUPPORT | 2018 |