The Maine State Capitol

Form 990-PFTax year 2022EIN 20-7312061

The PD Merrill Charitable Trust

A private foundation in Portland, ME. Its return for tax year 2022 lists 7 grants and $2.5 million paid in grants.

Tax year 2022 (period ending Dec 31, 2022), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

5 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2022

    $2,499,673

    Grants listed
    7
    Assets, end of year
    $0
  • Tax year 2021

    $50,000

    Grants listed
    1
    Assets, end of year
    $2,537,460
  • Tax year 2020

    $1,050,100

    Grants listed
    3
    Assets, end of year
    $2,624,486
  • Tax year 2019

    $2,350,000

    Grants listed
    3
    Assets, end of year
    $3,697,478
  • Tax year 2018

    $300,000

    Grants listed
    3
    Assets, end of year
    $5,981,020

Grants paid in 2022

7 grants, largest first

As listed on the return.

  1. Maine Community FoundationEllsworth, ME

    General support

    $1,276,173
  2. The Carter CenterAtlanta, GA

    General support

    $1,003,500
  3. Maine Historical SocietyPortland, ME

    General support

    $110,000
  4. University of New EnglandBiddeford, ME

    General support

    $80,000
  5. Friends of the Pittsfield LibraryPittsfield, ME

    General support

    $10,000
  6. Peregrine CorpS Portland, ME

    f/b/o PSL Services / STRIVE, South Portland, ME location

    $10,000
  7. Seeds of PeaceWashington, DC

    General support

    $10,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking1 grant $1,276,17351% of the total
  2. International aid2 grants $1,013,50041% of the total
  3. Arts and culture1 grant $110,0004% of the total
  4. Education2 grants $90,0004% of the total
  5. Human services1 grant $10,000<1% of the total

By State

Grants to organizations with a US address, latest year.

  1. Maine5 grants $1,486,173
  2. Georgia1 grant $1,003,500
  3. New York1 grant $10,000

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • John AchatzTrustee Hours 4Pay $24,000
  • Peter VigueTrustee Hours 0.5Pay $0
  • Anthony TennesonTrustee Hours 2Pay $4,510

The return

More foundations

Similar foundations

Same main cause (philanthropy and grantmaking), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Francis T & Louis T Nichols FoundationBangor, ME 88 grants Accepts applications $2,600,000 giving
  2. Susannah M Swihart Charitable FoundationCumberland Foreside, ME 3 grants Preselected only $1,857,416 giving
  3. The Bob Crewe Foundation a/k/a Crewe FoundationFalmouth, ME 26 grants Accepts applications $1,693,045 giving
  4. The Mimi FoundationScarborough, ME 8 grants Accepts applications $6,569,000 giving
  5. Tabell Family FoundationWest Bath, ME 20 grants Preselected only $661,196 giving