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Massachusetts · Private foundation

Merrimac Charitable Trust II

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$44k
Granted FY2025(still arriving)
32
Grants FY2025
29
Organizations funded FY2024
28%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$1,000
Largest grant, FY2025
$5,000
Organizations funded a year
25 to 30
FY2018 to FY2024
States reached, FY2025
8
Total assets, FY2025
$253k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 28% of the organizations Merrimac Charitable Trust II funded were first-time grantees, receiving 19% of its grant dollars.

New vs renewed · share of each year

In FY2024, 81% of grant dollars renewed an existing relationship; $9k went to new ones.

50%100%’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24
HealthEnvironmentHuman ServicesEducationArts & CultureInternationalOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving32$44k31%
FY202429$46k28%
FY202326$38k38%
FY202230$32k47%
FY202127$37k33%
FY202029$40k45%
FY201925$30k48%
FY201827$36k33%
98% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Health$79kHuman Services$53kEducation$51kHousing & Shelter$29kInternational$26kEnvironment$22kAnimals$19kReligion$18kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

ME
VT
NH
MT
IL
NY
MA
CT
CA
CO
NE
MO
MD
NC
DC
GA
TX
FL

Top grantees

Largest recipients by total granted, FY2017 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 85 grantees
All grantees of Merrimac Charitable Trust II by total granted
GranteeTotal grantedYearsShare of their budget
Advocates Inc$41,00090%
Cape Cod Lighthouse Charter School Education Foundation Inc$19,000810%
Alzheimer's Disease Research Foundation$18,50090%
The Tanzanian Childrens Fund Inc$18,00090%
Ithaca College$14,00030%
Cape Wellness Collaborative Inc$14,00071%
Cape Cod Village Inc$13,00051%
Safe Coalition Incorported$11,30062%
Housing Assistance Corporation$10,00070%
Atlantic White Shark Conservancy Inc$9,00080%
Santa Barbara Channelkeeper Inc$6,50070%
Sarcoma Foundation of America$6,00030%
Cape Cod Ocean Community Inc$6,00078%
Protect Our Winters$6,00060%
Jog Your Memory 5k Inc$5,00041%
Dover Church$5,0002n/a
Shady Hill School$5,00090%
Milton Academy$4,50030%
Love Light and Melody$4,00031%
The Carter Center Inc$3,90020%
Earthjustice$3,80050%
Congregational Church of Needham$2,5004n/a
The LGBTQ Center of Durham Inc$2,05020%
Givedirectly Inc$2,05030%
Chill Foundation$2,00020%
Habitat for Humanity of Sonoma County$2,00010%
New York City Master Chorale Inc$2,00021%
The American Society for the Prevention of Cruelty to Animals$1,80030%
The Pettengill House Inc$1,75030%
Medecins Sans Frontieres USA Inc$1,65020%
Orleans After School Activities Program Inc$1,50020%
Translatina Network Inc$1,25010%
350org$1,25020%
Planned Parenthood Federation of America Inc$1,25010%
ACLU Foundation of Massachusetts Inc$1,25010%
Everytown for Gun Safety Support Fund Inc$1,25020%
Augusta Food Bank$1,12510%
Carolina Abortion Fund$1,12520%
Dana-Farber Cancer Institute Inc$1,10020%
Communities In Partnership$1,00010%
Grizzly Discovery Center Inc$1,00010%
Brain Injury Association of Massachusetts Inc$1,00010%
Health Alliance for Austin Musicians$1,00010%
Covenant House$1,00010%
Midcoast Humane$1,00010%
Pro Bono Net Inc$1,0001n/a
Livenationorg Foundation$1,0001n/a
Resource Center for Women and Ministry in the South Inc$1,0001n/a
The Multiple Myeloma Research Foundation Inc$1,00030%
New England Innocence Project$1,00010%
Broadway Caresequity Fights AIDS Inc$1,00010%
Waterorg$1,00010%
Needham Community Council Inc$1,00010%
Musicares Foundation Inc$80010%
Casa Marianella Inc$80010%
Southern Vision Alliance$80010%
Vibrant Woman Mama Sana$75010%
A Jewish Voice for Peace$62510%
Direct Relief$62510%
The New England Youth Theater Inc$62510%
Educational Fund to Stop Gun Violence$50010%
Rainforest Foundation Inc$50010%
Headwaters School$50020%
Amherst College Trustees$50010%
Pauli Murray Center for History and Social Justice$50010%
Urban Ministries of Durham Inc$50010%
Occaneechi Band of the Saponi Nation$5001n/a
The North Carolina Public Radio Association$500116%
National Arbor Day Foundation$50010%
Central Texas Food Bank Inc$50010%
Friends of the Environment Inc$50010%
New Hampshire Public Radio Inc$50010%
One Tree Planted Inc$50010%
Bluestem Community Nc Inc$5001n/a
Carolina Friends School$50020%
Rosie's Place Inc$50010%
East Coast Greenway Alliance Inc$35010%
North Carolina Justice Center$2501n/a
Bike-Walk Alliance of Nh$2501n/a
Coastal Trails Coalition Inc$2501n/a
Ronald McDonald House of Chapel Hill Inc$25010%
Hilltop Montessori School Inc$25010%
Porch Chapel Hill-Carrboro$25010%
Alzheimer's Disease & Related Disorders Association Inc$25010%
Meadowbrook School of Weston Incorporated$10010%

What it could do for these grantees

Plus 24 recipients with no EIN on record ($56k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Merrimac Charitable Trust II supplied at peak.

25%50%75%100%$10k$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetAdvocates Inc: $41,000 over 9y, 0.0% of budgetCape Cod Lighthouse Charter School Education Foundation Inc: $19,000 over 8y, 9.5% of budgetAlzheimer's Disease Research Foundation: $18,500 over 9y, 0.0% of budgetThe Tanzanian Childrens Fund Inc: $18,000 over 9y, 0.1% of budgetIthaca College: $14,000 over 3y, 0.0% of budgetCape Wellness Collaborative Inc: $14,000 over 7y, 0.8% of budgetCape Cod Village Inc: $13,000 over 5y, 1.2% of budgetSafe Coalition Incorported: $11,300 over 6y, 2.4% of budgetHousing Assistance Corporation: $10,000 over 7y, 0.0% of budgetAtlantic White Shark Conservancy Inc: $9,000 over 8y, 0.2% of budgetSanta Barbara Channelkeeper Inc: $6,500 over 7y, 0.1% of budgetSarcoma Foundation of America: $6,000 over 3y, 0.1% of budgetCape Cod Ocean Community Inc: $6,000 over 7y, 7.6% of budgetProtect Our Winters: $6,000 over 6y, 0.0% of budgetJog Your Memory 5k Inc: $5,000 over 4y, 0.6% of budgetShady Hill School: $5,000 over 9y, 0.0% of budgetMilton Academy: $4,500 over 3y, 0.0% of budgetLove Light and Melody: $4,000 over 3y, 0.6% of budgetThe Carter Center Inc: $3,900 over 2y, 0.0% of budgetEarthjustice: $3,800 over 5y, 0.0% of budgetThe LGBTQ Center of Durham Inc: $2,050 over 2y, 0.0% of budgetGivedirectly Inc: $2,050 over 3y, 0.0% of budgetChill Foundation: $2,000 over 2y, 0.0% of budgetHabitat for Humanity of Sonoma County: $2,000 over 1y, 0.1% of budgetNew York City Master Chorale Inc: $2,000 over 2y, 0.8% of budgetThe American Society for the Prevention of Cruelty to Animals: $1,800 over 3y, 0.0% of budgetThe Pettengill House Inc: $1,750 over 3y, 0.0% of budgetMedecins Sans Frontieres USA Inc: $1,650 over 2y, 0.0% of budgetOrleans After School Activities Program Inc: $1,500 over 2y, 0.4% of budgetTranslatina Network Inc: $1,250 over 1y, 0.1% of budget350org: $1,250 over 2y, 0.0% of budgetPlanned Parenthood Federation of America Inc: $1,250 over 1y, 0.0% of budgetACLU Foundation of Massachusetts Inc: $1,250 over 1y, 0.0% of budgetEverytown for Gun Safety Support Fund Inc: $1,250 over 2y, 0.0% of budgetAugusta Food Bank: $1,125 over 1y, 0.0% of budgetCarolina Abortion Fund: $1,125 over 2y, 0.0% of budgetDana-Farber Cancer Institute Inc: $1,100 over 2y, 0.0% of budgetCommunities In Partnership: $1,000 over 1y, 0.1% of budgetGrizzly Discovery Center Inc: $1,000 over 1y, 0.0% of budgetBrain Injury Association of Massachusetts Inc: $1,000 over 1y, 0.1% of budgetHealth Alliance for Austin Musicians: $1,000 over 1y, 0.0% of budgetCovenant House: $1,000 over 1y, 0.0% of budgetMidcoast Humane: $1,000 over 1y, 0.0% of budgetThe Multiple Myeloma Research Foundation Inc: $1,000 over 3y, 0.0% of budgetNew England Innocence Project: $1,000 over 1y, 0.1% of budgetBroadway Caresequity Fights AIDS Inc: $1,000 over 1y, 0.0% of budgetWaterorg: $1,000 over 1y, 0.0% of budgetNeedham Community Council Inc: $1,000 over 1y, 0.1% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 75.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Triangle Community Foundation IncNC28.7× affinity13 shared granteesties to 9 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Triangle Community Foundation Inc · Eastern Bank Foundation · Boston Foundation Inc · Amica Companies Foundation · The Pfizer Foundation Inc · American Tower Corporation Foundation Inc · Duke University · Rockland Trust Charitable Foundation Inc · Ge Aerospace Foundation · United Way of the Greater Triangle Inc · Mutual Bancorp Foundation Inc Fka Cape Cod 5 Foundation Inc · Combined Jewish Philanthropies of Greater Boston Inc

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Merrimac Charitable Trust II with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Merrimac Charitable Trust II?

Find your warmest path to Merrimac Charitable Trust II through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Merrimac Charitable Trust II

How much does Merrimac Charitable Trust II give?
Merrimac Charitable Trust II reported 32 grants totaling $44,000 in its FY2025 IRS filing. It funded between 25 and 30 organizations a year over FY2018 to FY2024.
What does Merrimac Charitable Trust II fund?
By grant dollars over FY2017 to FY2025, its largest causes are Health (23%), Human Services (15%), Education (15%).
Who are Merrimac Charitable Trust II's largest grantees?
By total granted over FY2017 to FY2025: Advocates Inc ($41k), Cape Cod Lighthouse Charter School Education Foundation Inc ($19k), Alzheimer's Disease Research Foundation ($19k).
Does Merrimac Charitable Trust II fund new organizations?
In FY2024, 28% of the organizations it funded were first-time grantees.
Does Merrimac Charitable Trust II accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Merrimac Charitable Trust II?
Its strongest co-funders, measured against what their size predicts, include Triangle Community Foundation Inc, Eastern Bank Foundation, Boston Foundation Inc.
Where is Merrimac Charitable Trust II based?
Merrimac Charitable Trust II is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 111 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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