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EIN 23-7035116

Merritt Sam and Bertha Memorial Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Milwaukee
State
Wisconsin
Year formed
1965
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Merritt Sam and Bertha Memorial Trust is a private foundation located in Milwaukee, WI that primarily funds scholarships and general operating expenses. Its grantees include First Presbyterian Church and other organizations. Last year, the trust made two grants to its beneficiaries.
Also known as...
Sam and Bertha Merritt Memorial Trust 60758740
Total revenues
$104,455
2023
Total expenses
$191,689
2023
Total assets
$2,835,499
2023
Num. employees
0
2023

Grants made by Merritt Sam and Bertha Memorial Trust

GranteeGrant descriptionAmount
Bismarck State College FoundationScholarships$71,596

Financials for Merritt Sam and Bertha Memorial Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$101,537
Net rental income$0
Net gain from sale of non-inventory assets$2,640
Gross sales of inventory$0
Miscellaneous revenues$278
Total revenues$104,455
Data update history
August 12, 2024
Posted financials
Added Form 990PF for fiscal year 2023
July 12, 2024
Used new vendors
Identified 1 new vendor, including
July 24, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
October 9, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(701) 222-6221
IRS details
EIN
23-7035116
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1965
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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