Merritt Sam & Bertha Memorial Tr
EIN 237035116
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). This foundation may have filed its
final return or ceased operations — verify before investing time in an application.
Total Given 2016–2023
$963K
12 grants · $120K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$79K
typical mid grants · $75K–$85K
grant size
100%
deep partner · 2/2 multi-year
repeat
$3.0M
Assets (2023)
2
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(701) 222-6221
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $150K | $3.0M | $194K | 2 |
| 2018 | $154K | $2.9M | $498K | 2 |
| 2020 | $163K | $3.4M | $131K | 2 |
| 2021 | $171K | $3.6M | $321K | 2 |
| 2022 | $182K | $2.9M | $170K | 2 |
| 2023 | $143K | $3.0M | $104K | 2 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$72K
25th Pctl
$75K
Median
$79K
Average
$80K
75th Pctl
$85K
Maximum
$91K
Geographic Distribution
Officers & Directors
UA
Us Bank N a
Trustee
UA
Us Bank N a
Trustee
UA
Us Bank N a
Trustee
UA
Us Bank N a
Trustee
UN
Us Bank Na
Corporate Trustee
UN
Us Bank Na
Corporate Trustee
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| First Presbyterian Church | Bismarck, ND | $91,146 | GENERAL OPERATING | 2022 |
| Bismarck State College Foundation | Bismarck, ND | $91,146 | SCHOLARSHIPS | 2022 |
| First Presbyterian Church | Bismarck, ND | $85,466 | GENERAL OPERATING | 2021 |
| Bismarck State College Foundation | Bismarck, ND | $85,466 | SCHOLARSHIPS | 2021 |
| First Presbyterian Church | Bismarck, ND | $81,586 | GENERAL OPERATING | 2020 |
| Bismarck State College Foundation | Bismarck, ND | $81,586 | SCHOLARSHIPS | 2020 |
| First Presbyterian Church | Bismarck, ND | $76,919 | GENERAL OPERATING | 2018 |
| Bismarck State College Foundation | Bismarck, ND | $76,919 | SCHOLARSHIPS | 2018 |
| First Presbyterian Church | Bismarck, ND | $75,002 | GENERAL OPERATING | 2016 |
| Bismarck State College Foundation | Bismarck, ND | $75,002 | GENERAL OPERATING | 2016 |
| First Presbyterian Church | Bismarck, ND | $71,596 | GENERAL OPERATING | 2023 |
| Bismarck State College Foundation | Bismarck, ND | $71,596 | SCHOLARSHIPS | 2023 |