Private Foundation

MERRITT SAM & BERTHA MEMORIAL TR

MERRITT SAM & BERTHA MEMORIAL TR is a private foundation categorized as Private Foundation based in MILWAUKEE, WI. Its most recent IRS filing (2024) reports revenue of $152K, expenses of $203K, total assets of $2.8M. Imperigo tracks 16 reported grants from this foundation totaling approximately $1.3M.

EIN: 237035116 MILWAUKEE, WI Latest filing: 2024

Total Revenue$152K

Total Expenses$203K

Total Assets$2.8M

Grants Given16

Grant Total$1.3M

Filing Years2020–2024

Sample Grants Given

FIRST PRESBYTERIAN CHURCH

BISMARCK, ND · 2024

GENERAL OPERATING

$76,020

BISMARCK STATE COLLEGE FOUNDATION

BISMARCK, ND · 2024

SCHOLARSHIPS

$76,020

FIRST PRESBYTERIAN CHURCH

BISMARCK, ND · 2023

GENERAL OPERATING

$71,596

BISMARCK STATE COLLEGE FOUNDATION

BISMARCK, ND · 2023

SCHOLARSHIPS

$71,596

FIRST PRESBYTERIAN CHURCH

BISMARCK, ND · 2022

GENERAL OPERATING

$91,146

Showing up to 5 of 16 total records — full history available with membership.

Officers & Directors

TRUSTEE Us Bank N A

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$706,677 9 grants

SCHOLARSHIPS

$555,799 7 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$152K	$203K	$2.8M
2023	$104K	$192K	$2.8M
2022	$170K	$235K	$2.9M
2021	$321K	$219K	$3.0M
2020	$131K	$208K	$2.9M

Between 2020 and 2024, reported annual revenue grew from $131K to $152K (+16%), with total assets most recently reported at $2.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in ND.

Full geographic grant map with state-by-state breakdown available with membership.

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