THE JOHN MERCK FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN MERCK FUND (EIN 23-7082558)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-08
- IRS object ID
- 202032829349100308
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-08T09:57:05-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 665 FIFTH AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237082558 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN MERCK FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6175564120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE NO 888 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASSISTANT TREASURER | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 6175564120 | PhoneNum |
| Signature | 2020-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS BLANEY | PreparerPersonNm |
| PTIN | P00234022 | PTIN |
| Phone | 2122862600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.250.101.203 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-08 | IPDt |
| IP Tm | 08:20:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D740A805C9DC1AB3D640CDA68BADBF9B21851E53 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,713,505 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $164,866 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $164,866 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $215,099 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,099 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,453,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,791,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,452,767 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $75,633 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,810 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,059,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,865,542 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $382,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $382,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $80,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $119,150 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $119,150 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,985 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,014 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,971 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $293,662 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,305 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $213,357 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,916 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $82,546 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $82,546 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,289 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,340 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,949 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,298 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,039 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,148,864 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $141,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $977,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,077,130 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,077,130 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,225,994 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $141,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,054,142 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,166,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,723,669 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,394,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,136,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,136,787 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,305,021 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $597,373 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $597,373 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,272,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,514,318 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,514,318 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,068,687 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $851,175 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $851,175 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $84,661 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $15,030,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,384,789 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,384,789 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,187,225 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,229,063 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,229,063 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,343,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,713,505 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,713,505 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $30,711 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,532 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $30,711 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,532 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $29,312,532 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,698,973 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,312,532 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,698,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,343,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,713,505 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,312,532 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,166,920 | ExcessRevenueOverExpensesAmt |
| Other Increases | $553,361 | OtherIncreasesAmt |
| Subtotal | $20,698,973 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,698,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 3,651 SH. NANOSTRING TECHNOLOGIES, INC. | P | $93,926 | $33,115 | $60,811 | $60,811 |
| SALES OF PUBLICLY TRADED SECURITIES | P | $2,405,939 | $2,389,419 | $16,520 | $16,520 |
| 451.159513 SH. SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. | P | $1,000,000 | $485,502 | $514,498 | $514,498 |
| 130.91508 SH. SUMMIT PARTNERS SUSTAINABLE OPPORTUNITIES L/S FUND LTD. | P | $300,000 | $140,880 | $159,120 | $159,120 |
| MPM CAPITAL FINAL DISTRIBUTION | P | $683 | $683 | $683 | |
| GENERATION IM GLOBAL EQUITY FUND, LLC | P | $3,300,000 | $3,300,000 | $0 | $0 |
| FARALLON CAPITAL F5 INVESTORS I, LP | P | $1,000,289 | $1,000,289 | $0 | $0 |
| JMF LIQUIDATING COMPANY LLC | P | $591,197 | $591,197 | $0 | $0 |
| WINDSAIL CREDIT FUND, LP | P | $99,961 | $99,961 | $0 | $0 |
| GENERATION IM GLOBAL EQUITY FUND, LLC K-1 | P | $949,643 | $949,643 | ||
| WINDSAIL CREDIT FUND, LP K-1 | P | $3,257 | $3,257 | ||
| JMF LIQUIDATING COMPANY LLC K-1 NET OF UBI | P | -$251,765 | -$251,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,452,767 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,235,136 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $34,710,645 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.323680 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,706,730 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,598,076 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.314388 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,350,919 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $52,991,317 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.176461 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,467,733 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $62,604,320 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.199151 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,408,334 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $72,109,828 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.158208 | DistributionYr5Rt |
| Total Distribution | 1.171888 | TotalDistributionRt |
| Average Distribution | 0.234378 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,084,074 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,113,533 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,237 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,130,770 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,054,142 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,115 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,115 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,878 | OverpaymentAmt |
| Applied To ES Tax | $15,878 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JMFUND.ORG | WebsiteAddressTxt |
| Individual With Books | NANCY STOCKFORD | IndividualWithBooksNm |
| Phone | 6175564120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 ST JAMES AVENUE SUITE 888 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| OLIVIA H FARR | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ROBERT H GARDINER | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| FRANCIS W HATCH III | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE/CHAIR | 5.00 | $0 | $0 | $0 |
| GEORGE HATCH | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| RUTH HENNIG | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ROGER MCFADDEN | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| FREDERICA PERERA | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| WILLIAM ROBERTS | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ANNE STETSON | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE/TREASURER | 2.50 | $0 | $0 | $0 |
| SERENA WHITRIDGE | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| CHRISTINE JAMES | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | SECRETARY/EXECUTIVE DIRECTOR | 35.00 | $200,000 | $32,590 | $0 |
| NANCY STOCKFORD - DIR OF OPERATIONS | |||||||||
| C/O THE JOHN MERCK FUND 31 ST JAMES | AVENUE STE 888 | BOSTON | MA | 02116 | ASSISTANT TREASURER | 35.00 | $182,000 | $30,790 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE JAMES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOHN MERCK FUND 31 ST JAMES AVE | AddressLine1Txt |
| Address Line2 | SUITE 888 | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SECRETARY/EXECUTIVE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $200,000 | CompensationAmt |
| Employee Benefits | $32,590 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAREN RUTH HARRIS | |||||
| 534 HAWK PINE ROAD | NORWICH | VT | 05055 | PROGRAM CONSULTING | $134,460 |
| PRIME BUCHHOLZ & ASSOCIATES INC | |||||
| 273 CORPORATE DRIVE | PORTSMOUTH | NH | 03801 | INVESTMENT ADVISORS | $61,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,660,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,801,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,478 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,481,293 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,481,293 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $397,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,084,074 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,304,204 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,304,204 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,237 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $126 | IncomeTaxAmt |
| Total Tax | $17,363 | TotalTaxAmt |
| Distributable Before Adj | $1,286,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,449 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,292,290 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,292,290 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,054,142 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,054,142 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,237 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,036,905 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,292,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,030,048 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,373,815 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,733,636 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,294,132 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,548,249 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,979,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,054,142 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,292,290 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,761,852 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,741,732 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $150,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $7,880,048 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,711,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,373,815 | ExcessFromYear4Amt |
| Excess From Year3 | $6,733,636 | ExcessFromYear3Amt |
| Excess From Year2 | $11,294,132 | ExcessFromYear2Amt |
| Excess From Year1 | $9,548,249 | ExcessFromYear1Amt |
| Excess From Current Year | $9,761,852 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADIA CENTER | ||||||||||||
| PO BOX 583 8 SUMMER STREET | ROCKPORT | ME | 048560583 | N/A | PC | TO HELP ENSURE THE TRANSPORTATION CLIMATE INITIATIVE IS A REGIONAL CAP-AND-INVEST PROGRAM THAT ENSURES GHG AND CO-POLLUTANT REDUCTIONS WHILE INVESTING IN AN EQUITABLE, MODERN, LOW-CARBON TRANSPORTATION FUTURE AND TO ADVANCE REDUCTIONS IN CLIMATE POLLUTION, AND TRANSITION TO CLEAN ENERGY AND TRANSPORTATION SOLUTIONS. | $360,000 | |||||
| AMERICAN FARMLAND TRUST | ||||||||||||
| 1150 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | TO ACCELERATE THE EXPANSION OF SOLAR FACILITY SITING WHILE PRESERVING NEW ENGLANDS MOST PRODUCTIVE FARM AND FORESTLAND AND STRENGTHENING REGIONAL FOOD SYSTEMS. | $100,000 | 600 | ||||
| AMERICAN LUNG ASSOCIATION | ||||||||||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | N/A | PC | TO HIGHLIGHT THE LONG-TERM HEALTH IMPACTS OF EPAS PROPOSAL TO UNDERMINE THE MERCURY AND AIR TOXICS STANDARDS FOR POWER PLANTS, WORKING WITH HEALTH PARTNERS TO: TRAIN AND DEPLOY TRUSTED HEALTH AND MEDICAL VOICES TO SOUND THE ALARM; CREATE HIGH-VISIBILITY EVENTS TO HIGHLIGHT THE STRONG OPPOSITION FROM THE HEALTH AND MEDICAL COMMUNITY; AND RAISE AWARENESS OF THE "UNCOMMON ALLIES" WHO ARE STRONGLY OPPOSED TO THE CURRENT PROPOSAL. | $30,000 | |||||
| BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN | ||||||||||||
| WAISMAN CENTER 1500 HIGHLAND AVENUE | MADISON | WI | 53705 | N/A | PC | TO ESTABLISH HIGH-QUALITY STEM CELL LINES FROM PEOPLE WITH FRAGILE X FOR USE IN FUTURE RESEARCH. | $185,000 | |||||
| BOARD OF TRUSTEES-LELAND STANFORD UNIVERSITY | ||||||||||||
| 279 CAMPUS DRIVE ROOM 201 | STANFORD | CA | 94305 | N/A | PC | TO (1) ACHIEVE A BRAIN-LEVEL UNDERSTANDING OF SYNAPTIC DEFICITS IN FRAGILE X SYNDROME; AND (2) IDENTIFY DRUG COMBINATION THERAPIES TO IMPROVE SYNAPTIC DEFICITS IN FXS. | $250,000 | |||||
| CENTER FOR AN AGRICULTURAL ECONOMY | ||||||||||||
| PO BOX 422 | HARDWICK | VT | 05843 | N/A | PC | TO IDENTIFY A TRANSITION PLAN TO KEEP DISTRIBUTION, STORAGE, AND AGGREGATION SERVICES AVAILABLE FOR SMALL FARMS AND VALUE-ADDED PRODUCERS IN VERMONT. | $15,000 | |||||
| CENTER FOR ENVIRONMENTAL HEALTH | ||||||||||||
| 2201 BROADWAY SUITE 508 | OAKLAND | CA | 94612 | N/A | PC | TO REDUCE EXPOSURE TO HORMONE-DISRUPTING CHEMICALS BY LEVERAGING THE BUYING POWER OF LARGE PURCHASERS AND PROTECTING ENVIRONMENTAL HEALTH POLICIES AND PROGRAMS, AND TO HIRE AN EXTERNAL CONSULTANT TO HELP BUILD INTERNAL CAPACITY TO ADD A FEE-FOR-SERVICE COMPONENT TO THE EXISTING PROCUREMENT PROGRAM. | $85,000 | |||||
| CENTER FOR RURAL AFFAIRS | ||||||||||||
| 110 MARYLAND AVENUE NE SUITE 209 | WASHINGTON | DC | 20002 | N/A | PC | TO SUCCESSFULLY IMPLEMENT AND UTILIZE 2018 FARM BILL POLICY WINS IN THE FIELD, AND TO CREATE AN EMPOWERED COHORT OF NORTHEAST SUSTAINABLE FARM AND FOOD STAKEHOLDERS ABLE TO INFLUENCE UPCOMING POLICY DEBATES. | $25,000 | |||||
| CERES | ||||||||||||
| 99 CHAUNCY STREET 6TH FLOOR | BOSTON | MA | 02111 | N/A | PC | TO DEPLOY BUSINESS AND INVESTOR LEADERS IN MASSACHUSETTS AND NEW HAMPSHIRE TO DEFEND AND ADVANCE CLIMATE AND CLEAN ENERGY POLICIES AND PROMOTE THE TRANSPORTATION AND CLIMATE INITIATIVE. | $75,000 | |||||
| CLEAN AIR TASK FORCE | ||||||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02109 | N/A | PC | TO DEFEND THE US EPA'S MERCURY AND AIR TOXICS STANDARDS AGAINST ACTIVE THREATS FROM THE TRUMP ADMINISTRATION AND ITS COAL INDUSTRY ALLIES. | $50,000 | |||||
| CLEAN ENERGY STATES ALLIANCE | ||||||||||||
| 50 STATE STREET SUITE 1 | MONTPELIER | VT | 05602 | N/A | PC | TO HELP NEW ENGLAND STATES DEVELOP AND IMPLEMENT EFFECTIVE ENERGY STORAGE POLICIES, PROGRAMS, AND REGULATORY REFORMS BY PROVIDING ANALYSIS, INFORMATION-SHARING, AND TECHNICAL ASSISTANCE. | $35,000 | |||||
| CLEAN PRODUCTION ACTION | ||||||||||||
| 1310 BROADWAY SUITE 101 | SOMERVILLE | MA | 02144 | N/A | PC | TO RAISE MARKET DEMAND FOR, AND AVAILABILITY OF, SAFER ALTERNATIVES TO HAZARDOUS CHEMICALS; CULTIVATE CORPORATE AND NGO CAPACITIES TO TRANSFORM CHEMICALS MANAGEMENT; AND DIVERSIFY REVENUE THROUGH BUSINESS DEVELOPMENT, TO TRANSFORM HOW CORPORATIONS SET MANAGEMENT POLICIES, MANAGE SUPPLY CHAINS, SELECT AND USE CHEMICALS AND MATERIALS, AND PUBLICLY REPORT ON THEIR PROGRESS AWAY FROM TOXIC CHEMICALS, AND TO DEEPEN AND EXPAND THE USE OF SALESFORCE, CPAS EXISTING CONTACT RELATIONSHIP MANAGEMENT SOFTWARE. | $322,400 | |||||
| CLEAN WATER FUND | ||||||||||||
| 1444 EYE STREET NW SUITE 400 | WASHINGTON | DC | 20005 | N/A | PC | TO SUPPORT A STATEWIDE GRASSROOTS CAMPAIGN TO STOP EXPANSION OF FOSSIL FUEL INFRASTRUCTURE AND COMMIT TO AGGRESSIVE CLEAN ENERGY POLICIES THAT MEET ENVIRONMENTAL JUSTICE AND CLIMATE GOALS, AND TO ESTABLISH A MEANINGFUL PRICE ON CARBON WITH EQUITABLE INVESTMENTS IN CLEAN ENERGY AND TRANSPORTATION FOR MASSACHUSETTS AND POSSIBLY THE NEW ENGLAND REGION. | $175,000 | |||||
| COASTAL ENTERPRISES | ||||||||||||
| 30 FEDERAL STREET | BRUNSWICK | ME | 04011 | N/A | PC | TO ACCELERATE THE DEVELOPMENT OF LOCAL FOOD SYSTEMS VIA CATALYST FUND INVESTMENTS IN MAINE-BASED VALUE CHAIN BUSINESSES SUCH AS CROWN O MAINE ORGANIC COOPERATIVE AND OTHERS. | $75,000 | |||||
| COMING CLEAN | ||||||||||||
| 28 VERNON STREET SUITE 434 | BRATTLEBORO | VT | 05301 | N/A | PC | TO CONDUCT BOTTOM-UP ORGANIZING FOR NEW ENVIRONMENTAL HEALTH POLICY OUTCOMES THAT PROTECT COMMUNITIES IMPACTED BY THE FOSSIL FUEL AND CHEMICAL INDUSTRIES, REDUCE ENVIRONMENTAL HEALTH AND JUSTICE BURDENS AND INEQUITIES, AND CONTINUE THE RESEARCH AND STRATEGY PROJECT FOCUSED ON BRAND POSITIONING, STRATEGIC PLANNING, RESOURCE DIVERSIFICATION, AND CAPACITY BUILDING. | $215,600 | |||||
| COMMONWEALTH KITCHEN | ||||||||||||
| 196 QUINCY STREET | DORCHESTER | MA | 02121 | N/A | PC | TO CREATE A RELIABLE SALES CHANNEL FOR LOCALLY SOURCED AND LOCALLY PRODUCED FOOD INTO INSTITUTIONS AS A MEANS FOR BUILDING A JUST, SUSTAINABLE REGIONAL FOOD ECONOMY, AND TO SUPPORT A STRATEGIC PLANNING PROCESS. | $105,000 | |||||
| COMMUNITY LABOR UNITED | ||||||||||||
| 8 BEACON STREET 5TH FLOOR | BOSTON | MA | 02108 | N/A | PC | TO ENGAGE ENVIRONMENTAL JUSTICE AND UNION LEADERS IN THE TCI REGION TO ADVOCATE FOR EQUITABLE TRANSPORTATION POLICY. | $40,000 | |||||
| CONNECTICUT FUND FOR THE ENVIRONMENT | ||||||||||||
| 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | N/A | PC | TO ENSURE CONNECTICUT ACHIEVES LONG-TERM CLIMATE GOALS BY INVESTING IN CLEAN DISTRIBUTED ENERGY AND EFFICIENCY, AND ACCELERATING ADOPTION OF ELECTRIC VEHICLES. | $90,000 | |||||
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | N/A | PC | TO PROVIDE OBJECTIVE EVIDENCE-BASED REPORTING THAT INCREASES VISIBILITY AND DEEPENS LOCAL AND REGIONAL UNDERSTANDING OF CLEAN ENERGY AND CLIMATE ISSUES IN NEW ENGLAND. | $25,000 | |||||
| CONNECTICUT ROUNDTABLE ON CLIMATE AND JOBS INC | ||||||||||||
| 14 TREMONT STREET | HARTFORD | CT | 06015 | N/A | PC | TO ADVOCATE FOR CLIMATE AND CLEAN ENERGY POLICIES SUPPORTED BY LABOR AND JUSTICE GROUPS. | $30,000 | |||||
| CONSERVATION LAW FOUNDATION | ||||||||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | N/A | PC | TO DECARBONIZE NEW ENGLANDS ENERGY SYSTEM IN ACCORD WITH CLIMATE IMPERATIVES, AND TO PROVIDE DIVERSITY, EQUITY, AND INCLUSION TRAINING FOR STAFF. | $341,000 | |||||
| CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | ||||||||||||
| PRESIDIO BUILDING 1016 PO BOX 29361 | SAN FRANCISCO | CA | 941290361 | N/A | PC | TO SUPPORT THE CLIMATE AND ENERGY FUNDERS GROUP. | $5,000 | |||||
| COOPERATIVE DEVELOPMENT INSTITUTE | ||||||||||||
| PO BOX 1051 | NORTHAMPTON | MA | 010611051 | N/A | PC | TO ENABLE NEW AMERICAN FARMERS AND FOOD LEADERS TO ACHIEVE GREATER ECONOMIC SECURITY AND OPPORTUNITY BY INCREASING REVENUE FROM WHOLESALE MARKETS, SECURING FUNDING AND FINANCING, AND BECOMING MORE INTEGRATED AND ACTIVE IN THE LOCAL AND REGIONAL FOOD SYSTEM. | $35,000 | |||||
| DREAM CORPS | ||||||||||||
| 436 14TH STREET SUITE 920 | OAKLAND | CA | 94612 | N/A | PC | TO ENABLE GREEN FOR ALL TO ADVOCATE FOR EQUITABLE POLICIES WITHIN THE TRANSPORTATION CLIMATE INITIATIVE. | $50,000 | |||||
| EARTHJUSTICE | ||||||||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | TO PRESS THE EPA TO INTERPRET, IMPLEMENT, AND ENFORCE THE CHEMICAL SAFETY ACT IN THE MOST HEALTH-PROTECTIVE MANNER AS THE REVISED LAW ALLOWS TO WORK IN COALITION WITH PARTNERS SEEKING TO REDRESS ENVIRONMENTAL INJUSTICES. | $90,000 | |||||
| ECOLOGY CENTER | ||||||||||||
| 339 EAST LIBERTY STREET SUITE 300 | ANN ARBOR | MI | 48104 | N/A | PC | TO LEVERAGE PRODUCT TESTING RESULTS TO ELIMINATE TOXIC CHEMICALS FROM CONSUMER GOODS, INCLUDING FOOD AND FOOD PACKAGING, COOKWARE, APPAREL, CHILDRENS PRODUCTS, AND BUILDING PRODUCTS. | $75,000 | |||||
| ENERGY ACTION NETWORK | ||||||||||||
| 17 STATE STREET SUITE 205 | MONTPELIER | VT | 05602 | N/A | PC | TO ASSIST VERMONT IN REACHING ITS ENERGY AND CLIMATE COMMITMENTS. | $35,000 | |||||
| ENERGY FOUNDATION | ||||||||||||
| 301 BATTERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 941113203 | N/A | PC | TO ORGANIZE A THIRD NATIONAL ELECTRIC VEHICLES ADVOCATES MEETING IN ANN ARBOR, MICHIGAN. | $5,000 | |||||
| ENVIRONMENT AMERICA RESEARCH AND POLICY CENTER | ||||||||||||
| 1543 WAZEE STREET SUITE 410 | DENVER | CO | 80202 | N/A | PC | TO BUILD THE POLITICAL WILL TO SECURE COMMITMENTS FOR 100 PERCENT RENEWABLE ENERGY TO MEET ALL OF NEW ENGLANDS ENERGY NEEDS AND SECURE INTERIM POLICY PROGRESS TOWARD THAT GOAL. | $50,000 | |||||
| ENVIRONMENTAL HEALTH STRATEGY CENTER | ||||||||||||
| 565 CONGRESS STREET 204 | BANGOR | ME | 04101 | N/A | PC | TO PHASE OUT DANGEROUS CHEMICALS IN FOOD CONTACT MATERIALS, AND TO ADVANCE STATE POLICIES TO ELIMINATE TOXIC CHEMICALS IN FOOD PACKAGING AS A STEP TOWARD FEDERAL REFORM, AND TO BUILD BRAND RECOGNITION AND MORE EFFECTIVELY MARKET THE ORGANIZATION TO INDIVIDUAL DONORS. | $235,000 | |||||
| FOOD CONNECTS | ||||||||||||
| 22 BROWNE COURT | BRATTLEBORO | VT | 05301 | N/A | PC | TO BETTER SUPPORT NEW ENGLAND FOOD PRODUCERS BY INCREASING INTER-FOOD HUB TRANSACTIONS AND SALES BY $150,000 AND ENVISIONING THE FUTURE OF THE NEW ENGLAND FOOD HUB NETWORK. | $60,000 | |||||
| FRANKLIN COUNTY COMMUNITY DEVELOPMENT CORPORATION | ||||||||||||
| 24 SOUTH UNION STREET | PLAINFIELD | MA | 01070 | N/A | PC | TO ENABLE THE MASSACHUSETTS FOOD SYSTEM COLLABORATIVE TO WORK TOWARD A MORE EQUITABLE AND SUSTAINABLE FOOD SYSTEM FOR THE STATE BY PROMOTING, MONITORING, AND FACILITATING IMPLEMENTATION OF THE MASSACHUSETTS LOCAL FOOD ACTION PLAN, AND TO WORK WITH A CONSULTANT TO DEVELOP STRATEGIC AND FUNDRAISING PLANS FOR THE NEXT PHASE OF WORK, AND A SECOND CONSULTANT TO DEVELOP AN EQUITY FRAMEWORK. | $80,000 | |||||
| GEORGETOWN UNIVERSITY CLIMATE CENTER | ||||||||||||
| 37TH O STREETS NW BOX 571168 | WASHINGTON | DC | 20057 | N/A | PC | TO SUPPORT STATE EFFORTS TO ELECTRIFY PASSENGER VEHICLES AND TRANSIT FLEETS, AND ESTABLISH A REGIONAL CAP-AND-INVEST PROGRAM TO FUND LOW-CARBON TRANSPORTATION INFRASTRUCTURE. | $125,000 | |||||
| GREEN ENERGY CONSUMERS ALLIANCE | ||||||||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | TO IMPROVE STATE POLICY FOR VEHICLE AND THERMAL ELECTRIFICATION, AND TO CREATE A DEVELOPMENT PLAN, TOOLS, AND TRAINING FOR STAFF AND BOARD. | $80,000 | |||||
| HEALTH CARE WITHOUT HARM | ||||||||||||
| 12355 SUNRISE VALLEY DRIVE SUITE | RESTON | VA | 20191 | N/A | PC | TO LAUNCH A PROCESSORS COLLECTIVE TO EXPAND THE SCALE AND REACH OF REGIONAL FOOD PROCESSORS THAT SOURCE LOCALLY AND PROVIDE THE $15 MINIMUM WAGE, THEREBY PROVIDING A PIECE OF THE INFRASTRUCTURE NEEDED TO ACHIEVE THE NEW ENGLAND FOOD VISION, AND TO DEVELOP AN ANCHOR STRATEGY NARRATIVE FOR THE NEW ENGLAND HEALTHY FOOD IN HEALTH CARE PROGRAM. | $107,000 | 680 | ||||
| HEALTHY BUILDING NETWORK | ||||||||||||
| 1710 CONNECTICUT AVENUE NW 4TH | WASHINGTON | DC | 20009 | N/A | PC | TO REDUCE EXPOSURE TO KNOWN HARMFUL CHEMICALS BY DECREASING OR ELIMINATING THEM FROM BUILDING PRODUCTS, AND ACCELERATE THE ADOPTION OF HEALTHY BUILDING PROTOCOLS. | $115,000 | FLOOR | ||||
| INTERNATIONAL CHEMICAL SECRETARIAT | ||||||||||||
| N/A | PC | TO MOVE THE GLOBAL MARKET TOWARD SAFER PRODUCTS BY ENSURING THAT THE MARKETPLACE PLATFORM BECOMES THE PREMIER MEETING SPACE FOR BUYERS AND SELLERS OF SAFER CHEMICALS, AND TO CREATE A BUSINESS PLAN FOR CHEMSEC TOOLS. | $95,000 | FORSTA LANGGATAN 18 | GOTEBORG | SW | SE-413 28 | |||||
| KITCHEN TABLE CAMPAIGNS | ||||||||||||
| 641 S STREET NW | WASHINGTON | DC | 20001 | N/A | PC | TO ENABLE SAFER CHEMICALS, HEALTHY FAMILIES TO EDUCATE THE PUBLIC ABOUT FEDERAL CHEMICALS POLICY AND TO SIGNIFICANTLY IMPROVE CHEMICALS MANAGEMENT OF THE LARGEST RETAILERS IN THE UNITED STATES. | $350,000 | |||||
| LAND FOR GOOD | ||||||||||||
| PO BOX 625 | KEENE | NH | 03431 | N/A | PC | TO IMPROVE FARMLAND ACCESS AND TRANSFER FOR BEGINNING AND ESTABLISHED FARMERS IN NEW ENGLAND. | $30,000 | |||||
| LEARNING DISABILITIES ASSOCIATION OF AMERICA | ||||||||||||
| PO BOX 10369 | PITTSBURGH | PA | 15234 | N/A | PC | TO INCREASE FUNDING OPPORTUNITIES AND SECURE A SUSTAINABLE FUNDING STREAM FOR THE HEALTHY CHILDREN PROJECT. | $7,000 | |||||
| MAINE CONSERVATION ALLIANCE | ||||||||||||
| 295 WATER STREET SUITE 9 | AUGUSTA | ME | 04330 | N/A | PC | TO LEAD MAINE'S ENVIRONMENTAL PRIORITIES COALITION IN ADVANCING A SET OF BOLD, BIPARTISAN CLIMATE, CONSERVATION, AND ENVIRONMENTAL HEALTH POLICY PRIORITIES OVER THE NEXT YEAR THAT WILL GET MAINE ON THE PATH TO 100 PERCENT CLEAN ENERGY, REDUCE CARBON EMISSIONS, ENSURE FOOD CONTACT MATERIALS ARE FREE FROM HORMONE-DISRUPTING SUBSTANCES, AND INVEST IN PUBLIC LANDS AND CONSERVATION EFFORTS. | $50,000 | |||||
| MAINE FARMLAND TRUST | ||||||||||||
| 97 MAIN STREET | BELFAST | ME | 04915 | N/A | PC | TO HELP MORE FARMERS SCALE UP FOR THE WHOLESALE MARKET, THEREBY HELPING TO EXPAND LOCAL AND REGIONAL MARKETS AND THE FARMING SECTOR IN MAINE. | $40,000 | |||||
| MAINE ORGANIC FARMERS AND GARDENERS ASSOCIATION | ||||||||||||
| 294 CROSBY BROOK ROAD PO BOX 170 | UNITY | ME | 04988 | N/A | PC | TO ENSURE THAT MAINE FARMERS AND FOOD PRODUCERS ARE ABLE TO RAMP UP PRODUCTION, PARTICULARLY IN AROOSTOOK COUNTY, AS DEMAND INCREASES FOR HEALTHY, SUSTAINABLE, AND ORGANIC FOOD THROUGHOUT THE REGION, AND TO LAUNCH A FEDERAL CREDIT UNION FOR FARMS AND FOOD PRODUCERS IN MAINE. | $180,000 | |||||
| MERCK FAMILY FUND | ||||||||||||
| PO BOX 870245 | MILTON VILLAGE | MA | 02187 | N/A | PF | TO PRODUCE A STUDY OF MASS TRANSIT COSTS IN THE UNITED STATES. | $10,000 | |||||
| METROPOLITAN AREA PLANNING COUNCIL | ||||||||||||
| 60 TEMPLE PLACE 6TH FLOOR | BOSTON | MA | 02111 | N/A | GOV | TO ENHANCE MUNICIPAL SUPPORT FOR THE TRANSPORTATION CLIMATE INITIATIVE ACROSS NEW ENGLAND AND THE MID-ATLANTIC. | $50,000 | |||||
| MIGRANT JUSTICE | ||||||||||||
| 179 S WINOOSKI AVENUE 202 | BURLINGTON | VT | 05401 | N/A | PC | TO TRANSFORM THE DAIRY INDUSTRY THROUGH WORKER-DRIVEN SOCIAL RESPONSIBILITY THAT COMPELS DAIRY BRANDS TO ENSURE RESPECT FOR HUMAN RIGHTS IN THEIR SUPPLY CHAINS, AND TO INCREASE THE MILK WITH DIGNITY PROGRAMS CAPACITY TO REACH MORE FARM WORKERS, DEVELOP STRONGER COMMUNITY LEADERSHIP, AND SECURELY MANAGE AND USE CRITICAL PROGRAM DATA. | $90,000 | |||||
| NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS | ||||||||||||
| 1228 1/2 31ST STREET NW SUITE 110 | WASHINGTON | DC | 20007 | N/A | PC | TO BRING NORTHEAST STATE LEGISLATORS TOGETHER TO RAISE AWARENESS, BUILD SUPPORT, AND FOSTER REGIONAL COLLABORATION IN SUPPORT OF THE TRANSPORTATION AND CLIMATE INITIATIVE. | $40,000 | |||||
| NATIONAL CONSUMER LAW CENTER | ||||||||||||
| 7 WINTHROP SQUARE | BOSTON | MA | 021101245 | N/A | PC | TO PARTICIPATE IN THE TRANSPORTATION AND CLIMATE INITIATIVE, MAKING SURE THAT TCI PROGRAMS ARE DEVELOPED AND ADMINISTERED IN AN EQUITABLE MANNER, PARTICULARLY WHERE REVENUES COLLECTED BY STATES WILL BE USED TO DEVELOP PROGRAMS TO SERVE LOW-INCOME COMMUNITIES. | $15,000 | |||||
| NATIONAL FAMILY FARM COALITION | ||||||||||||
| 110 MARYLAND AVENUE NE SUITE 307 | WASHINGTON | DC | 20002 | N/A | PC | TO MOUNT A FORUM IN NOVEMBER 2019 AT THE UNIVERSITY OF NEW HAMPSHIRE THAT WILL RAISE AWARENESS AROUND FAMILY FARMING, FISHING, RANCHING, FOOD CHAIN WORKER, AND FOOD ACCESS ISSUES BY LEVERAGING THE NEW HAMPSHIRE PRIMARY'S CIVIC PROFILE. | $50,000 | |||||
| NATIONAL WILDLIFE FEDERATION | ||||||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | PC | TO ENSURE THAT 20,000 MEGAWATTS OF RESPONSIBLY DEVELOPED OFFSHORE WIND POWER COMES ONLINE IN NEW ENGLAND BY 2035, AND THAT THE NATIONS FIRST OFFSHORE WIND INFRASTRUCTURE IS BUILT AND OPERATED BY A VIBRANT LOCAL WORKFORCE. | $100,000 | |||||
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||||||
| 3 WADE STREET | AUGUSTA | ME | 043306351 | N/A | PC | TO EXPAND SUPPORT FOR AND INVESTMENTS IN ENERGY EFFICIENCY, RENEWABLE ENERGY, CLEAN TRANSPORTATION, AND CLIMATE ACTION IN MAINE. | $75,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PC | TO REDUCE OR ELIMINATE HUMAN AND ENVIRONMENTAL EXPOSURE TO TOXIC CHEMICALS BY FIGHTING TO ENSURE THAT SCIENCE-BASED, HEALTH-PROTECTIVE POLICIES FOR ALL CHEMICALS ARE PUT IN PLACE. | $50,000 | |||||
| NEW ENGLAND CLEAN ENERGY COUNCIL INSTITUTE | ||||||||||||
| 250 SUMMER STREET 5TH FLOOR | BOSTON | ME | 02210 | N/A | PC | TO ADVANCE GROWTH OF THE CLEAN ENERGY SECTOR AND PROMOTE CLEAN ENERGY POLICIES ACROSS NEW ENGLAND AND NEW YORK, AND TO ESTABLISH AND IMPLEMENT A CORPORATE DEVELOPMENT AND MARKETING PLAN. | $180,000 | |||||
| NEW ENGLAND GRASSROOTS ENVIRONMENT FUND | ||||||||||||
| PO BOX 611 | NEWMARKET | NH | 03857 | N/A | PC | TO EXPAND FUNDING OF GRASSROOTS GROUPS IN MARGINALIZED COMMUNITIES, EDUCATE FUNDING PARTNERS AND DONORS ABOUT HOW AND WHY TO CENTER THEIR INVESTMENTS ON EQUITY AND JUST TRANSITION, HELP MORE TRADITIONAL FUNDERS BECOME COMFORTABLE WITH PARTICIPATORY GRANTMAKING PROCESSES, AND SUPPORT THE SEED, GROW, AND YOUNG LEADER WORK. | $100,000 | |||||
| NEW HAMPSHIRE COMMUNITY LOAN FUND | ||||||||||||
| 7 WALL STREET | CONCORD | NH | 03301 | N/A | PC | TO WORK TOWARD SUSTAINABILITY AND SYSTEMS CHANGE FOR NEW HAMPSHIRE FARMERS AND FOOD PRODUCERS THROUGH FINANCIAL LITERACY TRAINING, EXPANDING MARKET CHANNELS, AND CONNECTING FARMS WITH AGRICULTURAL FINANCIERS. | $30,000 | |||||
| NEW HAMPSHIRE SUSTAINABLE ENERGY ASSOCIATION | ||||||||||||
| 14 DIXON AVENUE SUITE 202 | CONCORD | NH | 03301 | N/A | PC | TO PROTECT AND EXPAND CLEAN ENERGY AND ENERGY EFFICIENCY POLICIES IN NEW HAMPSHIRE, AND TO PROVIDE STAFF AND BOARD TRAINING ON DIGITAL MARKETING, FUNDRAISING, AND ENERGY TRENDS. | $74,000 | |||||
| NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS | ||||||||||||
| 81 HARTWELL AVENUE | LEXINGTON | MA | 02421 | N/A | PC | TO HELP NEW ENGLAND STATE AND LOCAL GOVERNMENTS ESTABLISH, EXPAND, AND IMPLEMENT STRONG POLICIES TO ACHIEVE COST-EFFECTIVE ENERGY EFFICIENCY AND DECARBONIZATION IN THE BUILDING SECTOR. | $100,000 | |||||
| NORTHEAST ORGANIC FARMING ASSOCIATION | ||||||||||||
| PO BOX 697 | RICHMOND | VT | 05477 | N/A | PC | TO DEVELOP STRATEGIES, MATERIALS, AND TRAININGS TO BETTER FACILITATE SUSTAINABLE TRADE RELATIONSHIPS BETWEEN VERMONTS FARMERS AND WHOLESALE/INSTITUTIONAL BUYERS AND TO ENABLE A SUCCESSFUL TRANSITION TO A NEW EXECUTIVE DIRECTOR AND SUPPORT THE IMPLEMENTATION OF THE STRATEGIC PLAN. | $45,000 | |||||
| NORTHEAST STATES FOR COORDINATED AIR USE MANAGEMENT | ||||||||||||
| 89 SOUTH STREET SUITE 602 | BOSTON | MA | 02111 | N/A | PC | TO WORK WITH NORTHEAST STATES, CHARGING COMPANIES, AUTO MANUFACTURERS, AND DEALERS TO ACCELERATE DEPLOYMENT OF ELECTRIC VEHICLES AND CHARGING INFRASTRUCTURE IN THE NORTHEAST. | $100,000 | |||||
| OREGON ENVIRONMENTAL COUNCIL | ||||||||||||
| 222 NW DAVIS STREET SUITE 309 | PORTLAND | OR | 97209 | N/A | PC | TO SECURE STRONG IMPLEMENTATION OF OREGONS TOXIC-FREE KIDS ACT AND ESTABLISH THE NATIONS MOST FORWARD-LOOKING STATE HEALTHY PURCHASING PROGRAM. | $35,000 | |||||
| PARTNERSHIP PROJECT | ||||||||||||
| PO BOX 65826 | WASHINGTON | DC | 20035 | N/A | PC | TO DEFEND THE FEDERAL CLEAN CARS STANDARD AND STATE AUTHORITY TO ACHIEVE HIGHER GREENHOUSE GAS EMISSIONS STANDARDS. | $95,000 | |||||
| PIPE LINE AWARENESS NETWORK FOR THE NORTHEAST INC | ||||||||||||
| PO BOX 82 | CUMMINGTON | MA | 01026 | N/A | PC | TO PREVENT UNNEEDED NATURAL GAS DEVELOPMENT IN NEW ENGLAND. | $25,000 | |||||
| PLUG IN AMERICA | ||||||||||||
| 6380 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90048 | N/A | PC | TO ACCELERATE ADOPTION OF ELECTRIC VEHICLES IN NEW ENGLAND STATES THROUGH EXPANDED ELECTRIFICATION PROGRAMS WITH UTILITIES, STRONG STATE POLICIES, AND EXPANDED WORKPLACE CHARGING, AND TO DEVELOP A MAJOR DONOR PROGRAM. | $110,000 | |||||
| RED TOMATO | ||||||||||||
| 76 EVERETT SKINNER ROAD | PLAINVILLE | MA | 02762 | N/A | PC | TO RESTORE MANAGEMENT AND ORGANIZATIONAL STABILITY BY RESETTING RED TOMATO'S STRATEGIC PLAN IN TIGHT ALIGNMENT WITH A STAFFING AND WORKFORCE PLAN, RELOCATING OFFICES, AND SUPPORTING A LEADERSHIP TRANSITION WITH TRAINING AND COACHING, AND TO HIRE A CONSULTANT TO DEVELOP AN OPPORTUNITY ASSESSMENT AND BUSINESS PLAN. | $77,500 | |||||
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||||||
| 710 WESTWOOD PLAZA ROOM A-145 | LOS ANGELES | CA | 90095 | N/A | PC | TO SUPPORT RESEARCH IN FRAGILE X SYNDROME BY PRINCIPAL INVESTIGATOR CARLOS PORTERA-CAILLIAU. | $250,000 | |||||
| REGULATORY ASSISTANCE PROJECT | ||||||||||||
| 50 STATE STREET SUITE 3 | MONTPELIER | VT | 05602 | N/A | PC | TO TRANSFORM NEW ENGLANDS POWER SECTOR WITH POLICIES THAT ADVANCE CLEAN ENERGY BY EDUCATING AND ADVISING PUBLIC UTILITY COMMISSIONERS, STATE AGENCIES, REGIONAL STAKEHOLDERS, AND ADVOCATES. | $90,000 | |||||
| ROCKEFELLER FAMILY FUND | ||||||||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 10115 | N/A | PC | TO PREVENT THE BUILDOUT OF DOMESTIC OIL, GAS, PETROCHEMICAL, AND PLASTICS INFRASTRUCTURE, FOCUSED ON OHIO VALLEY/APPALACHIA. | $75,000 | |||||
| RTI INTERNATIONAL | ||||||||||||
| 3040 E CORNWALLIS ROAD PO BOX 12194 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PC | TO EXPLORE ESTABLISHMENT OF A VIRTUAL INTERVENTION AND SUPPORT CENTER FOR CHILDREN WITH SPECIAL HEALTH CARE NEEDS AND THEIR FAMILIES, TO BUILD THE INFRASTRUCTURE FOR A NEWBORN SCREENING PROGRAM IN NORTH CAROLINA THAT INCLUDES FRAGILE X SYNDROME, TO DEVELOP AND IMPLEMENT AN ACCESSIBLE, MULTIDIMENSIONAL APPROACH TO EDUCATING AND COUNSELING PARENTS WHOSE INFANTS ARE IDENTIFIED WITH A FRAGILE X PREMUTATION, AND TO DEVELOP AND TEST AN INTERVENTION TO ADDRESS AND SUPPORT THE DEVELOPMENT OF INFANTS WITH A CONFIRMED DIAGNOSIS OF FRAGILE X SYNDROME. | $1,052,130 | |||||
| SAN FRANCISCO CHAMBER OF COMMERCE FOUNDATION | ||||||||||||
| 235 MONTGOMERY STREET SUITE 760 | SAN FRANCISCO | CA | 94104 | N/A | PC | TO LEVERAGE LOCAL CHAMBER OF COMMERCE LEADERSHIP IN CONNECTICUT AND MASSACHUSETTS TO ADVANCE CLEAN ENERGY POLICIES AND INVEST IN CLEAN ENERGY PROJECTS. | $75,000 | |||||
| SAND COUNTY FOUNDATION | ||||||||||||
| 131 W WILSON STREET SUITE 610 | MADISON | WI | 53707 | N/A | PC | TO RECOGNIZE FARMERS, RANCHERS, AND FORESTERS FOR ACHIEVEMENTS IN NATURAL RESOURCES CONSERVATION ON PRODUCTIVE AGRICULTURAL LAND IN NEW ENGLAND. | $15,000 | |||||
| SHELBURNE FARMS | ||||||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A | PC | TO INCREASE THE NUMBER OF SCHOOLS IN THE NORTHEAST ADOPTING AND SUSTAINING FARM TO SCHOOL PROGRAMMING OVER THE NEXT FIVE YEARS BY ENCOURAGING SUPPORTIVE FEDERAL, STATE, AND LOCAL POLICY. | $45,000 | |||||
| SIERRA CLUB FOUNDATION | ||||||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | N/A | PC | TO ACCELERATE ELECTRIC VEHICLE ADOPTION IN THE NORTHEAST. | $90,000 | |||||
| SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS | ||||||||||||
| 601 E ARRELLAGA STREET SUITE 101 | SANTA BARBARA | CA | 93103 | N/A | PC | TO SUPPORT THE SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS. | $7,500 | |||||
| THE ARC OF THE UNITED STATES | ||||||||||||
| 1825 K STREET NW SUITE 1200 | WASHINGTON | DC | 20006 | N/A | PC | TO ENABLE PROJECT TENDR TO JOIN SCIENTIFIC EVIDENCE WITH ADVOCACY TO INFORM AND EMPOWER CHANGE MAKERS TO CREATE POLICIES ENSURING NO CHILD IS EXPOSED TO CHEMICALS CONTRIBUTING TO NEURODEVELOPMENTAL DISORDERS. | $100,000 | |||||
| THIRD SECTOR NEW ENGLAND | ||||||||||||
| 89 SOUTH STREET 7TH FLOOR | BOSTON | MA | 02111 | N/A | PC | TO ENABLE REAL FOOD GENERATION TO CONVINCE THE FOOD SERVICE INDUSTRY TO SOURCE REGIONAL AND SUSTAINABLE FOOD; TO ENABLE FARM TO INSTITUTION NEW ENGLAND TO DEVELOP EFFECTIVE TOOLS, RESOURCES, AND POLICY RECOMMENDATIONS TO OPEN INSTITUTIONAL MARKETS TO REGIONAL FARMERS AND FOOD PRODUCERS, TO ENABLE RHODE ISLAND FOOD POLICY COUNCIL TO GROW NEW LOCAL FOOD SUPPLY CHAINS FOR INSTITUTIONS IN RHODE ISLAND AND TRACK AND COMMUNICATE ABOUT PROGRESS TOWARD KEY METRICS OUTLINED IN THE RHODE ISLAND FOOD STRATEGY, TO ENABLE THE CARROT PROJECT TO PROGRESS FROM INITIAL VISIONING AND PLANNING TO COLLABORATIVE IMPLEMENTATION OF A NEW BUSINESS MODEL FOR THE BLUEPRINT; AND TO ENABLE MASSACHUSETTS FARM TO SCHOOL TO EXPAND LOCAL FOOD PURCHASING AND EDUCATION AT SCHOOLS THROUGHOUT MASSACHUSETTS BY SUPPORTING POLICY AT THE STATE, MUNICIPAL, AND SCHOOL LEVELS. | $423,000 | |||||
| TIDES CENTER | ||||||||||||
| PO BOX 2247 | KINGSTON | NY | 12402 | N/A | PC | TO SUPPORT FOOD SYSTEMS PRACTITIONERS IN BECOMING MORE EFFECTIVE POLICY ADVOCATES AND BUILDING THEIR COMPETENCY TO FURTHER EQUITY AND RACIAL JUSTICE IN THE NORTHEAST FOOD SYSTEM, UPDATE NESAWG'S 2010 PAPER, IT TAKES A REGION: EXPLORING A REGIONAL FOOD SYSTEMS APPROACH, AND INCREASE NESAWGS EFFECTIVENESS AND FOCUS BY INVESTING IN PROFESSIONAL DEVELOPMENT FOR STAFF, AND CLARIFY NESAWGS FOCUS AND PURPOSE BY DEVELOPING THE ORGANIZATIONS THEORY OF CHANGE. | $60,000 | |||||
| TIM STORROW | ||||||||||||
| C/O CASTANEA FOUNDATION 100 STATE | MONTPELIER | VT | 05602 | NONE | FRANK HATCH AWARD FOR ENLIGHTENED PUBLIC SERVICE IN RECOGNITION OF BEING A "SPARKPLUG FOR VERMONT'S WORKING LANDSCAPE" | $50,000 | STREET 510 | |||||
| TOXIC-FREE FUTURE | ||||||||||||
| 4649 SUNNYSIDE AVENUE NORTH SUITE | SEATTLE | WA | 98103 | N/A | PC | TO ENSURE STRONG IMPLEMENTATION OF THE NEW SAFER PRODUCTS FOR WASHINGTON ACT, AS WELL AS THE STATES TWO PFAS POLICIES THAT FOCUS ON FOOD PACKAGING AND FIREFIGHTING FOAM, TO CLARIFY AND EXPAND SAFER STATES COMMUNICATIONS CAPACITY AND SOLIDIFY THEIR BRAND NATIONALLY, AND TO SUPPORT SAFER STATES CORE STATE POLICY REFORM AND MARKET-BASED ACTIVITIES AND PROVIDE ADDITIONAL RESOURCES TO DISTRIBUTE TO STATE COALITIONS WORKING ON SAFER CHEMICALS POLICY. | $500,000 | 540 | ||||
| TOXICS ACTION CENTER | ||||||||||||
| 294 WASHINGTON STREET SUITE 500 | BOSTON | MA | 02108 | N/A | PC | TO CLOSE NEW ENGLANDS REMAINING COAL-FIRED POWER PLANTS, SECURE APPROPRIATE REDEVELOPMENT OF SITES, PREVENT OVERBUILDING OF NATURAL GAS, AND MOBILIZE GRASSROOTS SUPPORT FOR CLEAN ENERGY, AND TO IMPLEMENT THE ORGANIZATIONAL REBRANDING. | $130,000 | |||||
| TRI-STATE TRANSPORTATION CAMPAIGN | ||||||||||||
| 305 WEST 31ST SREE 805 | NEW YORK | NY | 10001 | N/A | PC | TO BRING THE VOICE OF TRANSIT ADVOCATES TO ENSURE THAT CONNECTICUT ENGAGES IN AND IS ULTIMATELY A FORMAL SIGNATORY TO THE TRANSPORTATION AND CLIMATE INITIATIVE. | $35,000 | |||||
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||||||
| 722 WEST 168TH STREET 12TH FLOOR | NEW YORK | NY | 10032 | N/A | PC | TO ENABLE THE COLUMBIA CENTER FOR CHILDREN'S ENVIRONMENTAL HEALTH ASSESS THE COMPREHENSIVE BENEFITS TO CHILDRENS HEALTH FROM POLICY CHANGES TO BE PROPOSED UNDER THE TRANSPORTATION CLIMATE INITIATIVE. | $75,000 | |||||
| UNION OF CONCERNED SCIENTISTS | ||||||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 022389105 | N/A | TO PROMOTE A NORTHEAST CAP-AND-INVEST POLICY FOR TRANSPORTATION THAT CAN SERVE AS A MODEL FOR OTHER REGIONS, AND ADVANCE VEHICLE ELECTRIFICATION WHILE REDUCING INEQUITABLE EXPOSURE TO POLLUTION FROM TRANSPORTATION. | $75,000 | ||||||
| UNIVERSITY OF MASSACHUSETTS LOWELL CENTER FOR SUSTAINABLE PRODUCTION | ||||||||||||
| ONE UNIVERSITY AVENUE | LOWELL | MA | 01854 | N/A | PC | TO: (1) BUILD ON THE GREEN CHEMISTRY & COMMERCE COUNCILS (GC3) SUCCESSFUL PROGRAM PLATFORM AND REPUTATION TO GROW, STRENGTHEN, AND INSTITUTIONALIZE KEY GC3 PROGRAMS AND THEIR INTERCONNECTIONS; AND (2) TO SUCCESSFULLY COMPLETE A STRATEGIC PLANNING PROCESS, BEGIN TO IMPLEMENT THE PLAN, AND INITIATE THE PROCESS OF TRANSITIONING TO AN INDEPENDENT ORGANIZATION. | $45,000 | |||||
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION | ||||||||||||
| ELLIOTT ALUMNI CENTER 9 EDGEWOOD | DURHAM | NH | 03824 | N/A | PC | TO IMPLEMENT KEY PROJECTS RELATED TO FOOD SOLUTIONS NEW ENGLAND'S THREE CORE STRATEGIES, BUILD NETWORK LEADERSHIP, AND FURTHER RACIAL EQUITY IN NEW ENGLAND'S FOOD SYSTEM, AND TO ENGAGE TWO CONSULTANTS TO DEVELOP AND LAUNCH A REVENUE STRATEGY AND FUNDRAISING CAMPAIGN THAT WILL DEFINE AND GENERATE THE REVENUE REQUIRED TO ENSURE THAT FOOD SOLUTIONS NEW ENGLAND HAS THE IMPACT THAT IT NEEDS OVER THE NEXT DECADE. | $135,000 | ROAD | ||||
| VERMONT ENERGY INVESTMENT CORPORATION | ||||||||||||
| 128 LAKESIDE AVENUE | BURLINGTON | VT | 05401 | N/A | PC | TO ACCELERATE DEPLOYMENT OF PLUG-IN ELECTRIC VEHICLES AND INFRASTRUCTURE IN VERMONT. | $75,000 | |||||
| VERMONT NATURAL RESOURCES COUNCIL | ||||||||||||
| 9 BAILEY AVENUE | MONTPELIER | VT | 05602 | N/A | PC | TO ENSURE THAT VERMONT IMPLEMENTS POLICIES THAT SIGNIFICANTLY AND EQUITABLY REDUCE GREENHOUSE GAS EMISSIONS FROM THE STATES TRANSPORTATION SECTOR THROUGH THE TRANSPORTATION CLIMATE INITIATIVE, AND LAY THE FOUNDATION FOR COMPLEMENTARY POLICIES THAT PROVIDE CLEAN TRANSPORTATION OPTIONS FOR VERMONTERS. | $40,000 | |||||
| VERMONT PUBLIC INTEREST RESEARCH AND EDUCATION FUND | ||||||||||||
| 141 MAIN STREET SUITE 6 | MONTPELIER | VT | 05602 | N/A | PC | TO ADVANCE BOLD CLIMATE AND CLEAN ENERGY POLICIES FOR VERMONT, INCLUDING 100 PERCENT RENEWABLE ENERGY, MANDATORY GHG EMISSION TARGETS, EXPANDED EFFICIENCY, AND ELECTRIFICATION OF HEATING AND TRANSPORTATION, AND TO CONDUCT A STRATEGIC PLANNING PROCESS. | $80,000 | |||||
| VERMONT SUSTAINABLE JOBS FUND | ||||||||||||
| 3 PITKIN COURT SUITE 301E | MONTPELIER | VT | 05602 | N/A | PC | TO SUPPORT THE VERMONT FARM TO PLATE NETWORK AND TO SUPPORT THE NEW ENGLAND STATES' FOOD SYSTEM PLANNING COMMUNITY OF PRACTICE. | $125,000 | |||||
| VIRGINIA ORGANIZING | ||||||||||||
| 817 SILVER SPRING AVENUE SUITE 110 | SILVER SPRING | MD | 20910 | N/A | PC | TO PAY FOR MEMBERSHIP IN THE HEALTH AND ENVIRONMENT FUNDERS NETWORK FOR 2019, TO SUPPORT THE HEFN FORWARD CAMPAIGN, AND TO EMBED HEALTHY BABIES BRIGHT FUTURES CONTENT AND STRATEGIES INTO ORGANIZATIONS POSITIONED TO EXPONENTIALLY INCREASE THE IMPACT OF HBBFS GOAL TO LOWER BABIES EXPOSURES TO NEUROTOXIC CHEMICALS. | $325,000 | |||||
| VOTE SOLAR | ||||||||||||
| 360 22ND STREET SUITE 730 | OAKLAND | CA | 94612 | N/A | PC | TO MAXIMIZE SOLAR DEPLOYMENT ACROSS NEW ENGLAND IN ORDER TO DELIVER NEAR-TERM CARBON BENEFITS AND BUILD LONG-TERM POLITICAL WILL FOR A 100 PERCENT CLEAN ENERGY SYSTEM. | $75,000 | |||||
| WEST HARLEM ENVIRONMENTAL ACTION INC | ||||||||||||
| 1854 AMSTERDAM AVENUE 2ND FLOOR | NEW YORK | NY | 10031 | N/A | PC | TO REDUCE EXPOSURE TO PFAS, ESPECIALLY AMONG LOW-INCOME COMMUNITIES OF COLOR. | $50,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,077,130 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN | |||||||
| WAISMAN CENTER 1500 HIGHLAND AVENUE | MADISON | WI | 53705 | N/A | PC | TO ESTABLISH HIGH-QUALITY STEM CELL LINES FROM PEOPLE WITH FRAGILE X FOR USE IN FUTURE RESEARCH. | $60,000 |
| RTI INTERNATIONAL | |||||||
| 3040 E CORNWALLIS ROAD PO BOX 12194 | RESEARCH TRIANGLE PARK | NC | 27709 | N/A | PC | TO BUILD THE INFRASTRUCTURE FOR A NEWBORN SCREENING PROGRAM IN NORTH CAROLINA THAT INCLUDES FRAGILE X SYNDROME, TO DEVELOP AND IMPLEMENT AN ACCESSIBLE, MULTIDIMENSIONAL APPROACH TO EDUCATING AND COUNSELING PARENTS WHOSE INFANTS ARE IDENTIFIED WITH A FRAGILE X PREMUTATION, AND TO DEVELOP AND TEST AN INTERVENTION TO ADDRESS AND SUPPORT THE DEVELOPMENT OF INFANTS WITH A CONFIRMED DIAGNOSIS OF FRAGILE X SYNDROME. THE TOTAL ACTUALLY REPRESENTS THREE DIFFERENT GRANTS WITH PAYMENTS OF $250,000, $250,000, AND $400,000 IN 2020 *AND* 2021. | $1,800,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,860,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,866 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,099 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,810 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $709 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,452,767 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| UNRELATED BUSINESS INCOME TAX REFUNDS | 01 | $37,374 |
| GRANT REFUNDS | 01 | $5,449 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $709 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,908,365 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,909,074 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY P KENDALL FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 176 FEDERAL STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $33,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,000 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION RECEIVED A CONTRIBUTION FROM A NON-OPERATING FOUNDATION WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT THE $150,000 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS. ALSO, PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT AS CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG.53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEAR:TAX YEAR: 2014, AMOUNT: $150,000 | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| MAX AND MADALINE BROUDE CHARITABLE FOUNDATION | |||||||||
| 309 W 7TH STREET SUITE 1100 | FORT WORTH | TX | 76102 | 2018-12-19 | $40,000 | FOR GENERAL SUPPORT (IN RECOGNITION OF THE 2018 SPARKPLUG AWARD WINNER SYLVIA BROUDE) | $40,000 | NONE | 12/31/2019 |
| MERCK FAMILY FUND | |||||||||
| PO BOX 870245 | MILTON VILLAGE | MA | 02187 | 2019-02-20 | $10,000 | TO PRODUCE A STUDY OF MASS TRANSIT COSTS IN THE UNITED STATES. | $10,000 | NONE | 9/8/2020 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| 990-PF, PART II, LINE 13, INVESTMENTS OTHER | MISSION RELATED INVESTMENTS:FAIR FOOD FUND LOAN RECEIVABLE $425,000:THE PROCEEDS FROM THE NOTE ARE TO BE USED BY FAIR FOOD FUND TO SUPPORT THE FINANCIAL VIABILITY OF SMALL AND MEDIUM-SIZED SUSTAINABLE FARMS IN THE GREATER NORTHEAST AND PROVIDE INCREASED ACCESS TO THE FOOD THEY PRODUCE FOR THE REGION'S UNDERSERVED COMMUNITIES BY PROVIDING FINANCING TO SMALL AND MID-SCALE FOOD INFRASTRUCTURE ENTERPRISES (AGGREGATORS, PROCESSORS, DISTRIBUTORS, TECH PROVIDERS, ETC.) THAT ENABLE THE LINK BETWEEN LOCAL FARMS AND REGIONAL CONSUMERS TO BE REESTABLISHED.NEW HAMPSHIRE COMMUNITY LOAN FUND $1,000,000:INVESTMENT IN NEW HAMPSHIRE COMMUNITY LOAN FUND TO SUPPORT EFFORTS TO BUILD AND SECURE AFFORDABLE HOUSING, CREATE JOBS, AND PROVIDE AND IMPROVE COMMUNITY FACILITIES. BOSTON COMMUNITY LOAN FUND $1,000,000:INVESTMENT IN BOSTON COMMUNITY LOAN FUND ("BCLF") TO SUPPORT BCLF'S MISSION TO MAKE LOANS, AT BELOW MARKET RATES, FOR THE BENEFIT OF COMMUNITY DEVELOPMENT PROJECTS. |
| 990-PF, PART XIII, LINE 7 | LINE 7 CONSISTS OF THE SUM OF THE FOLLOWING:THE JOHN MERCK FUND RECEIVED A CONTRIBUTION FROM A PRIVATE FOUNDATION WHICH IT EXPENSED OR REDISTRIBUTED. IN ACCORDANCE WITH IRS REG. 53-4942(A)-3(D) THE FOUNDATION IS ELECTING TO TREAT THE $150,000 NOT AS A QUALIFYING DISTRIBUTION BUT AS A DISTRIBUTION OUT OF CORPUS.PURSUANT TO REG. 53.4942(A)-3(C)(2)(IV), THE FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEARS' DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS UNDER REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR TAX YEARS:TAX YEAR AMOUNT2014 $150,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (31 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEW YORK ST ENVRNMTL FACS CORP (1.872% 6/15/2020) 30,000 | $30,005 | $30,005 |
| NORTH CAROLINA ST UNIV NC (2.016% 10/1/2020) 35,000 | $35,014 | $35,014 |
| ROYAL BANK OF CANADA (2.35% 10/30/2020) 40,000 | $40,138 | $40,138 |
| COOK CNTY IL CMNTY COLLEGE DIST NO 524 (2.61% 12/1/2020) 25,000 | $25,117 | $25,117 |
| IRVING TX INDEP SCH DIST GO REF (3% 2/15/2021) 40,000 | $40,562 | $40,562 |
| TORONTO-DOMINION BANK/THE (2.125% 4/7/2021) 30,000 | $30,119 | $30,119 |
| CISCO SYSTEMS INC (1.85% 9/20/2021) 30,000 | $30,045 | $30,045 |
| MORGAN (2.625% 11/17/2021) 20,000 | $20,244 | $20,244 |
| MEDTRONIC INC (3.15, 3/15/22) 16,000 | $16,447 | $16,447 |
| DEERE & CO (2.6%, 6/8/22) 25,000 | $25,426 | $25,426 |
| AVALONBAY COMMUNITIES INC (2.95%, 9/15/22) 5,000 | $5,116 | $5,116 |
| GOLDMAN SACHS GROUP INC (3.625%, 1/22/23) 20,000 | $20,832 | $20,832 |
| APPLE INC (2.85%, 2/23/23) 30,000 | $30,836 | $30,836 |
| COMMONWEALTH FING AUTH PA (3.075%, 6/1/23) 40,000 | $40,941 | $40,941 |
| N ORANGE CNTY CA CMNTY CLG DIST REF(2.652%, 8/1/23) 55,000 | $56,549 | $56,549 |
| CSX CORP SR BD CALL (3.7%, 11/1/2023) 20,000 | $21,142 | $21,142 |
| TENNESSEE ST SCH BOND AUTH REV REF (2.523%, 11/1/2023) 40,000 | $40,861 | $40,861 |
| COMCAST CORP (3.6%, 3/1/2024) 25,000 | $26,478 | $26,478 |
| BANK OF AMERICA CORP (4%, 4/1/2024) 25,000 | $26,727 | $26,727 |
| WASTE MANAGEMENT INC (2.95%, 6/15/2024) 10,000 | $10,319 | $10,319 |
| VERIZON COMMUNICATIONS INC (3.5%, 11/1/2024) 25,000 | $26,504 | $26,504 |
| MERCK & CO INC (2.75%, 2/10/2025) 30,000 | $31,079 | $31,079 |
| CVS HEALTH CORP (4.1%, 3/25/2025) 20,000 | $21,466 | $21,466 |
| HOME DEPOT INC (3.35%, 9/15/25) 25,000 | $26,724 | $26,724 |
| MICROSOFT CORP (3.125%, 11/3/2025) 25,000 | $26,444 | $26,444 |
| AT&T INC (4.125%, 2/17/2026) 20,000 | $21,674 | $21,674 |
| JP MORGAN CHASE & CO (3.3%, 4/1/26) 30,000 | $31,573 | $31,573 |
| STARBUCKS CORP (2.45%, 6/15/2026) 15,000 | $15,188 | $15,188 |
| US BANCORP (2.375%, 7/22/2026) 25,000 | $25,100 | $25,100 |
| CITIGROUP INC (3.2%, 10/21/2026) 20,000 | $20,747 | $20,747 |
| ANTHEM INC (3.65%, 12/1/2027) 30,000 | $31,758 | $31,758 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERCK & CO INC (16,650 SHARES) | StockNm |
| EOY Book Value | $1,514,318 | EOYBookValueAmt |
| EOYFMV | $1,514,318 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $597,373 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $597,373 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FARALLON CAPITAL F5 INVESTORS I, L.P. | FMV | $1,909,602 | $1,909,602 |
| GENERATION IM GLOBAL EQUITY FUND, LLC | FMV | $3,367,160 | $3,367,160 |
| SUMMIT PARTNERS SUSTAINABLE OPPORTUNITY L/S FUND LTD., CLASS A | FMV | $1,471,068 | $1,471,068 |
| WINDSAIL CREDIT FUND, L.P. | FMV | $545,789 | $545,789 |
| JMF LIQUIDATING COMPANY LLC | FMV | $666,170 | $666,170 |
| FAIR FOOD FUND (SEE STMT) | AT COST | $425,000 | $425,000 |
| NEW HAMPSHIRE COMMUNITY LOAN FUND (SEE STMT) | AT COST | $1,000,000 | $1,000,000 |
| BOSTON COMMUNITY LOAN FUND (SEE STMT) | AT COST | $1,000,000 | $1,000,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,985 | LegalFeesAmt |
| Net Investment Income | $2,014 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,971 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE DUE FROM BROKER | Desc |
| BOY Book Value | $1,187,225 | BOYBookValueAmt |
| EOY Book Value | $1,229,063 | EOYBookValueAmt |
| EOYFMV | $1,229,063 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $8,067 | $0 | $8,067 |
| TELECOMMUNICATIONS AND WEBSITE | $8,977 | $0 | $8,977 |
| DUES AND SUBSCRIPTIONS | $4,535 | $2,150 | $2,385 |
| OFFICE EXPENSES | $15,997 | $0 | $15,997 |
| PARTNERSHIP EXPENSES THRU K-1S | $47,741 | $47,762 | $0 |
| PAYROLL PROCESSING | $2,613 | $0 | $2,613 |
| FILING FEES | $1,000 | $0 | $1,000 |
| JMF LIQUIDATING LLC FILING FEES | $386 | $386 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET ORDINARY INCOME FROM LIMITED PARTNERSHIPS | $61,070 | $61,070 | $61,070 |
| OTHER INVESTMENT INCOME | -$28,260 | -$28,260 | -$28,260 |
| UNRELATED BUSINESS INCOME TAX REFUNDS | $37,374 | $37,374 | |
| GRANT REFUNDS | $5,449 | $5,449 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $553,361 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO BUECHNER DAUGHTER FOUNDATIONS | Desc |
| BOY Book Value | $30,711 | BOYBookValueAmt |
| EOY Book Value | $14,532 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $6,730 | $6,730 | $0 |
| CUSTODIAL FEES | $12,003 | $12,003 | $0 |
| GRANT PROGRAM CONSULTING | $213,232 | $0 | $213,232 |
| COMPUTER AND WEBSITE CONSULTING | $125 | $0 | $125 |
| INVESTMENT ADVISORY FEES | $61,572 | $61,572 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES PAID | $30,000 | $0 | $0 |
| FOREIGN TAXES THRU K-1S | $3,916 | $3,916 | $0 |
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