Private Foundation

MERRITT SAM & BERTHA MEMORIAL TR

MERRITT SAM & BERTHA MEMORIAL TR is a private foundation categorized as Private Foundation based in EAGAN, MN. Its most recent IRS filing (2025) reports revenue of $227K, expenses of $208K, total assets of $2.8M. Imperigo tracks 18 reported grants from this foundation totaling approximately $1.4M.

EIN: 237035116 EAGAN, MN Latest filing: 2025

Total Revenue$227K

Total Expenses$208K

Total Assets$2.8M

Grants Given18

Grant Total$1.4M

Filing Years2021–2025

Sample Grants Given

FIRST PRESBYTERIAN CHURCH

BISMARCK, ND · 2025

GENERAL OPERATING

$77,338

BISMARCK STATE COLLEGE FOUNDATION

BISMARCK, ND · 2025

SCHOLARSHIPS

$77,338

BISMARCK STATE COLLEGE FOUNDATION

BISMARCK, ND · 2024

SCHOLARSHIPS

$76,020

FIRST PRESBYTERIAN CHURCH

BISMARCK, ND · 2024

GENERAL OPERATING

$76,020

FIRST PRESBYTERIAN CHURCH

BISMARCK, ND · 2023

GENERAL OPERATING

$71,596

Showing up to 5 of 18 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

$784,015 10 grants

SCHOLARSHIPS

$633,137 8 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$227K	$208K	$2.8M
2024	$152K	$203K	$2.8M
2023	$104K	$192K	$2.8M
2022	$170K	$235K	$2.9M
2021	$321K	$219K	$3.0M

Between 2021 and 2025, reported annual revenue declined from $321K to $227K (-29%), 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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