Private foundation · Boston, MA

Merrimac Charitable Trust II

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Typical grant size
$500 – $1K – $2K
25th · median · 75th percentile
Unique recipients
72
Repeat grantees
35
funded 2+ years

Application procedures · from 2024 990-PF

Leadership · from 2024 990-PF

Susan Allen
TRUSTEE
Joshua Stewart
TRUSTEE
Robert Everts
TRUSTEE
David T Everts
TRUSTEE (RESIGNED 1/24/20)
Nelson T Everts
TRUSTEE
David T Everts Appointed 92014
TRUSTEE

Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.

Payout rate · TY 2024
17.3%
grants paid ÷ assets · ~5% IRS minimum
'17
'18
'19
'20
'21
'22
'23
'24
323
Total grants awarded
$432K
Total amount
$1K
Average grant
$6K
Largest grant

Giving by year

2024
$46K
29 grants
2023
$38K
26 grants
2022
$35K
31 grants
2021
$37K
27 grants
2020
$41K
30 grants
2019
$31K
26 grants
2018
$38K
29 grants
2017
$37K
25 grants
2016
$32K
30 grants
2015
$36K
24 grants
2014
$36K
27 grants
2013
$27K
19 grants

Top recipients

12 grants · MA · ✓ Exact match
$51K
10 grants · MA · ✓ Exact match
$30K
Tanzanian Children's Fund
12 grants · MA
$24K
9 grants · MA · ✓ Exact match
$19K
Cure Alzheimers Fund
9 grants · MA
$17K
6 grants · MA · ✓ Exact match
$13K
Christ Episcopal Church
3 grants · MA
$13K
St Mary's Episcopal Church
3 grants · MA
$10K
2 grants · NY · ✓ Exact match
$9K
6 grants · MA · ✓ Exact match
$9K

Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.

Recent grants · most recent filings first

Ithaca College
PROGRAM SUPPORT
NY · TY 2024
$5K
Advocates Inc
PROGRAM SUPPORT
MA · TY 2024
$5K
Cure Alzheimers Fund
PROGRAM SUPPORT
MA · TY 2024
$3K
Cape Wellness Collaborative
PROGRAM SUPPORT
MA · TY 2024
$3K
Safe Coalition
PROGRAM SUPPORT
MA · TY 2024
$3K
The Dover Church
PROGRAM SUPPORT
MA · TY 2024
$3K
Cape Cod Lighthouse Charter School (cclcs)
PROGRAM SUPPORT
MA · TY 2024
$2K
Milton Academy (the Mountain School)
PROGRAM SUPPORT
VT · TY 2024
$2K
Tanzanian Children's Fund
PROGRAM SUPPORT
MA · TY 2024
$2K
Jog Your Memory 5k Inc
PROGRAM SUPPORT
MA · TY 2024
$2K
Doctors Without Borders USA Inc
PROGRAM SUPPORT
NY · TY 2024
$1K
Homeless Animal Rescue Team of Maine (hart)
PROGRAM SUPPORT
ME · TY 2024
$1K
Planned Parenthood Federation of America Inc
PROGRAM SUPPORT
NY · TY 2024
$1K
Earth Justice
PROGRAM SUPPORT
CA · TY 2024
$1K
ACLU Foundation of Massachusetts
PROGRAM SUPPORT
MA · TY 2024
$1K
The Chill Foundation
PROGRAM SUPPORT
VT · TY 2024
$1K
Love Light and Melody
PROGRAM SUPPORT
CO · TY 2024
$1K
Grizzly & Wolf Discovery Center
PROGRAM SUPPORT
MT · TY 2024
$1K
Santa Barbara Channel Keeper
PROGRAM SUPPORT
CA · TY 2024
$1K
Cape Cod Ocean Community
PROGRAM SUPPORT
MA · TY 2024
$1K
Protect Our Winters
PROGRAM SUPPORT
CO · TY 2024
$1K
The Carter Center Inc
PROGRAM SUPPORT
GA · TY 2024
$1K
Atlantic White Shark Conservancy Inc (awsc)
PROGRAM SUPPORT
MA · TY 2024
$1K
Givedirectly Inc
PROGRAM SUPPORT
NY · TY 2024
$625
The New England Youth Theater Inc (neyt)
PROGRAM SUPPORT
VT · TY 2024
$625
Jewish Voice for Peace
PROGRAM SUPPORT
CA · TY 2024
$625
Housing Assistance Corporation
PROGRAM SUPPORT
MA · TY 2024
$500
Shady Hill School
PROGRAM SUPPORT
MA · TY 2024
$500
Hilltop Montessori School Inc
PROGRAM SUPPORT
VT · TY 2024
$250
Advocates Inc
PROGRAM SUPPORT
MA · TY 2023
$5K
Ithaca College
PROGRAM SUPPORT
NY · TY 2023
$4K
The Carter Center Inc
PROGRAM SUPPORT
GA · TY 2023
$3K
Cure Alzheimers Fund
PROGRAM SUPPORT
MA · TY 2023
$3K
Cape Cod Lighthouse Charter School
PROGRAM SUPPORT
MA · TY 2023
$2K
Safe Coalition
PROGRAM SUPPORT
MA · TY 2023
$2K
Love Light and Melody
PROGRAM SUPPORT
CO · TY 2023
$2K
Tanzanian Children's Fund
PROGRAM SUPPORT
MA · TY 2023
$2K
The Dance Prism Inc
PROGRAM SUPPORT
MA · TY 2023
$2K
Atlantic White Shark Conservancy Inc
PROGRAM SUPPORT
MA · TY 2023
$1K
Milton Academy (the Mountain School)
PROGRAM SUPPORT
VT · TY 2023
$1K
Protect Our Winters
PROGRAM SUPPORT
CO · TY 2023
$1K
Santa Barbara Channel Keeper
PROGRAM SUPPORT
CA · TY 2023
$1K
Housing Assistance Corporation
PROGRAM SUPPORT
MA · TY 2023
$1K
Jog Your Memory 5k Inc
PROGRAM SUPPORT
MA · TY 2023
$1K
Cape Cod Ocean Community
PROGRAM SUPPORT
MA · TY 2023
$1K
Casa Marianella
PROGRAM SUPPORT
TX · TY 2023
$800
Musicares Foundation Inc
PROGRAM SUPPORT
CA · TY 2023
$800
Lgbtq Center of Durham
PROGRAM SUPPORT
NC · TY 2023
$800
Givedirectly Inc
PROGRAM SUPPORT
NY · TY 2023
$800
Southern Vision Alliance
PROGRAM SUPPORT
NC · TY 2023
$800

Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.