· Private foundation
The PD Merrill Charitable Trust
Its FY2022 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
51% of The PD Merrill Charitable Trust’s FY2022 grant dollars went to Maine Community Foundation Inc, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2022 names 6 organizations directly, so a portfolio cannot be read from it.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2017–2022.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2022
- $10k–50k3 grants · $30k
- $50k–250k2 grants · $190k
- $250k+2 grants · $2.3M
| Recipient | Amount |
|---|---|
| Maine Community Foundation | $1,276,173 |
| The Carter Center | $1,003,500 |
| Maine Historical Society | $110,000 |
| University of New England | $80,000 |
| Seeds of Peace | $10,000 |
| Peregrine Corp | $10,000 |
| Friends of the Pittsfield Library | $10,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY17–22, $10k) land where the poverty rate runs at 7%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
4 repeat relationships — 4 still active in FY2022, 0 since wound down; 2 grantees were first funded in FY2022 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Still filing today
New vs renewed · share of each year
In FY2022, 98% of grant dollars renewed an existing relationship; $20k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- TCTHE CARTER CENTER INC5× · 2017–2022 · $3.4M · revenue +38%
University of New England4× · 2017–2022 · $1.7M · revenue +24%- MHMAINE HISTORICAL SOCIETY6× · 2017–2022 · $360k · revenue +9%
Funded once
- HCHoly Cross Catholic Churchone grant, 2020 · $100
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
6 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 6 of the 8 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
Government reliance of your grantees
Every dot is one organization The PD Merrill Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.