2016-11-14T14:13:54-06:00 2015-12-31 BDO USA LLP 8401 GREENSBORO DRIVE 8TH FLOOR MCLEAN VA 22102 990PF 2015-01-01 521490571 THE MERRILL FOUNDATION INC % WILBERT SIROTA MERR 4109492913 111 SOUTH CALVERT STREET BALTIMORE MD 21202 NANCY MERRILL PRESIDENT 7038930600 2016-05-14 true Nathan Park P01460768 7038930600 2015 2017-02-10 21:41:12Z X 22769789 X 700000 328876 328876 -21106 4115716 0 1007770 328876 0 5000 0 0 5000 164116 164116 35472 20472 2484 1715 208787 184588 0 5000 1305250 1305250 1514037 184588 0 1310250 -506267 144288 528526 2161830 2161830 89061 5000 89061 89061 12469926 10526506 14573612 2000000 2000000 5945286 15003452 14777397 22769789 0 X 15003452 14777397 15003452 14777397 15003452 14777397 15003452 -506267 286884 14784069 6672 14777397 FIRST MANHATTAN #2930 [SEE ATTD] 2015-01-01 2015-12-31 1005365 888603 116762 116762 FIRST MANHATTAN #2930 [SEE ATTD] 2014-01-01 2015-12-31 788032 1417319 -629287 -629287 2,063.000 SHS PENTAIR PLC 2010-06-07 2015-12-18 101246 58045 43201 43201 4,600.000 SHS AMEREN CORP COM 2011-01-31 2015-05-08 186283 130686 55597 55597 400.000 SHS AMEREN CORP COM 2011-02-11 2015-05-08 16199 11465 4734 4734 3,450.000 SHS AMEREN CORP COM 2011-06-03 2015-05-08 139712 100426 39286 39286 8,450.000 SHS AMEREN CORP COM 2011-06-03 2015-12-18 369279 245971 123308 123308 6,500.000 SHS DISCOVERY COMMUNICATIONS 2010-11-10 2015-12-18 164144 116961 47183 47183 6,600.000 SHS GREIF INC 2010-07-01 2015-12-28 211176 363757 -152581 -152581 6,700.000 SHS NESTLE SA SPONSORED 2002-05-10 2015-01-16 507514 161457 346057 346057 14,000.000 SHS OLD REPUBLIC INTL CORP 2007-08-16 2015-06-18 224748 249718 -24970 -24970 22,000.000 SHS OLD REPUBLIC INTL CORP 2007-08-16 2015-12-18 402018 392414 9604 9604 -21106 false 1220166 24307475 0.050197 1404060 23495659 0.059758 1085340 19266843 0.056332 1450568 20880951 0.069468 1153533 17010437 0.067813 0.303568 0.060714 23589587 1432218 1443 1433661 1310250 2886 2886 2886 18369 18369 15483 15483 false false false false false false false true true MD false false false false false true WILBERT SIROTA 4109492913 111 SOUTH CALVERT STREET BALTIMORE MD 21202 false false false false false false false false false false false false false false false false false false false false ELEANOR MERRILL 312 RUGBY COVE RD ARNOLD MD 21012 CHAIRMAN 1.0 0 0 0 NANCY MERRILL 906 CHILDS POINT ROAD ANNAPOLIS MD 21401 PRESIDENT 10.0 0 0 0 WIL SIROTA 111 SOUTH CALVERT STREET BALTIMORE MD 21202 SECRETARY 1.0 0 0 0 CATHERINE MERRILL WILLIAMS 2323 WYOMING STREET NW WASHINGTON DC 20008 DIRECTOR 5.0 0 0 0 DOUGLAS MERRILL 122 MARINER COVE SHELBURNE VT 05482 DIRECTOR 5.0 0 0 0 21401974 947048 1599797 23948819 0 23948819 359232 23589587 1179479 1179479 2886 2886 1176593 286884 1463477 1463477 1310250 0 0 0 0 1310250 1310250 1463477 0 2013 2012 2011 0 327101 420951 136798 257197 19820 1161867 1310250 0 1310250 0 153227 153227 1008640 0 0 0 0 173874 834766 420951 136798 257197 19820 ELEANOR MERRILL X SEE STATEMENT ATTACHED 111 SOUTH CALVERT STREET C/O WILBERT H SIROTA BALITMORE MD 21202 PC SEE STATEMENT ATTACHED 1305250 1305250 14 328876 18 -21106 307770 307770 false false false false false false false false false false X X 1 PHILLIP MERRILL CHARITABLE LEAD TRU 8401 GREENSBORO DRIVE MCLEAN VA 22102 700000 X ACCOUNTANT FEES 5000 5000 THE MARYLAND STATE ATTORNEY GENERAL DOES NOT REQUIRE A COPY OF FORM 990-PF FROM A FOUNDATION THAT DOES NOT SOLICIT CONTRIBUTIONS WITHIN THE STATE. CORPORATE STOCK - SEE ATTD 10526506 14573612 FIRST HEALTH LIMITED AT COST 1000000 2912749 FIRST BIOMED LIMITED AT COST 1000000 3032537 PRIOR PERIOD ADJUSTMENT 6672 WIRE TRANSFER FEES 65 MISC. ADMINISTRATIVE EXP. 1430 MAILING EXPENSE 220 RECOVERIES FROM ASPEN INSTITUTE 286884 INVESTMENT ADVISEMENT FEE 164116 164116 FOREIGN TAXES PAID 20472 20472 ESTIMATED TAX PAYMENTS 15000