MERCK FAMILY FUND: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MERCK FAMILY FUND (EIN 22-6063382)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201543159349100804
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T09:35:34-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1Txt |
| City | WESTBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226063382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERCK FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERC | BusinessNameControlTxt |
| Phone | 6176963580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 ELIOT STREET SUITE 2 | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAT CHAMBERLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6176963580 | PhoneNum |
| Signature | 2015-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW TROIANO CPA | PreparerPersonNm |
| PTIN | P01263939 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2015-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,918,657 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $17,878 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $945 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $945 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,017,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,017,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,325,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,278,624 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,325,060 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $1,024,257 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,361,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,368,079 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $233,270 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,664 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $221,606 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $116,309 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,743 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $107,566 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,276 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,010 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $34,266 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,020 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,020 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $497,960 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $631,809 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,776 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $159,501 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,264 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $31,190 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,190 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,379 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,379 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,294 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,294 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $103,473 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $101,395 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,162,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $693,002 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $700,717 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,737,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,502,460 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,899,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $693,002 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,203,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,462,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,675,077 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $291,184 | CashBOYAmt |
| Cash EOY | $284,518 | CashEOYAmt |
| Cash EOYFMV | $284,518 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,697,408 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,414,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,414,846 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $9,471 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,393 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,393 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,096,246 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,828,090 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,828,090 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $36,123,581 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,567,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,567,201 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,552,388 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,334,303 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,334,303 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,184,030 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,285,868 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,285,868 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,269 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,123 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,410 | LandBOYAmt |
| Land EOY | $2,146 | LandEOYAmt |
| Land EOYFMV | $2,146 | LandEOYFMVAmt |
| Other Assets BOY | $212,221 | OtherAssetsBOYAmt |
| Other Assets EOY | $194,292 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $194,292 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $60,170,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,918,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,918,657 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $150,398 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $135,533 | AccountsPayableEOYAmt |
| Grants Payable BOY | $485,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $720,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $312,400 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $254,900 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $947,798 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,110,433 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $59,223,141 | UnrestrictedBOYAmt |
| Unrestricted EOY | $57,808,224 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,223,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,808,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,170,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $58,918,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,223,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,462,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $60,685,283 | SubtotalAmt |
| Other Decreases | $2,877,059 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,808,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS INVESTMENTS | PropertyDesc |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2014-12-31 | SoldDt |
| Gross Sales Price | $52,278,624 | GrossSalesPriceAmt |
| Cost Or Other Basis | $47,953,564 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,325,060 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,325,060 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,325,060 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,060,483 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $54,920,039 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055726 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,235,058 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $49,781,403 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064985 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,397,107 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,886,795 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065472 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,769,039 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,769,826 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072804 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,099,639 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,329,874 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088488 | DistributionYr5Rt |
| Total Distribution | 0.347475 | TotalDistributionRt |
| Average Distribution | 0.069495 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $58,637,068 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,074,983 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $56,751 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,131,734 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,203,177 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $113,502 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $113,502 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $113,502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $131,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $131,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $221 | EsPenaltyAmt |
| Overpayment | $17,277 | OverpaymentAmt |
| Applied To ES Tax | $17,277 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | NJ | 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 | MERCKFF.ORG | WebsiteAddressTxt |
| Individual With Books | THE MERCK FAMILY FUND | IndividualWithBooksNm |
| Phone | 6176963580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 ELIOT STREET SUITE 2 | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JENNY RUSSELL | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | EXECUTIVE DIRECTOR | 40.00 | $179,857 | $53,413 | $0 |
| NAT CHAMBERLIN | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| HENRY HATCH | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH MERCK LAKE | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WHITNEY HATCH | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATIE CHAMBERLIN | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WIL MERCK | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | TREASURER | 1.00 | $0 | $0 | $0 |
| OONA COY | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLIOTT MERCK | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PATIENCE CHAMBERLIN | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GEORGE WHITRIDGE | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MAGUIRE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 ELIOT STREET | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIR. OF GRANTS MGMT/ | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,428 | CompensationAmt |
| Employee Benefits | $30,099 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PINNACLE ASSOCIATES LTD | |||||
| 335 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10017 | PORTFOLIO MANAGER | $139,433 |
| BOSTON COMMON ASSET MANAGEMENT | |||||
| 84 STATE STREET SUITE 940 | BOSTON | MA | 02109 | PORTFOLIO MANAGER | $108,492 |
| FEDERAL STREET ADVISORS | |||||
| 24 FEDERAL STREET | BOSTON | MA | 02110 | PORTFOLIO MANAGER | $85,000 |
| CAPITAL GROUP | |||||
| 630 FIFTH AVENUE 36TH FLOOR | NEW YORK | NY | 10111 | PORTFOLIO MANAGER | $81,217 |
| RUTH GOLDMAN | |||||
| 117 CYPRESS STREET | NEWTON | MA | 02459 | PROGRAM CONSULTANT | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AWARD CHARITABLE GRANTS THAT BENEFIT THE NATURAL ENVIRONMENT AND SOCIALLY/ECONOMICALLY DISADVANTAGED PERSONS. 85 GRANTS WERE PAID IN 2014. | Description1Txt |
| Expenses1 | $2,737,460 | Expenses1Amt |
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 | $56,467,218 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,062,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,530,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,530,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $892,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,637,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,931,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,931,853 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $113,502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $113,502 | TotalTaxAmt |
| Distributable Before Adj | $2,818,351 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,818,351 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,818,351 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,203,177 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,203,177 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,203,177 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,818,351 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,796,975 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,229,146 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $837,157 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $812,957 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $390,471 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,066,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,203,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,818,351 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $384,826 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,451,532 | 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 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,796,975 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,654,557 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,229,146 | ExcessFromYear4Amt |
| Excess From Year3 | $837,157 | ExcessFromYear3Amt |
| Excess From Year2 | $812,957 | ExcessFromYear2Amt |
| Excess From Year1 | $390,471 | ExcessFromYear1Amt |
| Excess From Current Year | $384,826 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NAT CHAMBERLIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MERCK FAMILY FUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 95 ELIOT STREET SUITE 2 | AddressLine1Txt |
| City | MILTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02186 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6176963580 | RecipientPhoneNum |
| Form And Info And Materials | STEP 1 - LETTER OF INQUIRY USING THE ONLINE APPLICATION SYSTEM; STEP 2 - FULL PROPOSAL USING THE ONLINE APPLICATION SYSTEM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AUGUST 1 AND FEBRUARY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS MADE ONLY TO ORGANIZATIONS THAT ARE TAX EXEMPT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ADDED VALUE AND HERBAN SOLUTIONS | ||||||
| PO BOX 310028 | BROOKLYN | NY | 11231 | DEVELOPING YOUTH LEADERSHIP IN RED HOOK | $25,000 | |
| ALLIANCE FOR AFFORDABLE ENERGY | ||||||
| 2372 ST CLAUDE AVE 300A | NEW ORLEANS | LA | 70117 | ENERGY EFFICIENCY FIRST | $20,000 | |
| APPALACHIAN VOICES | ||||||
| 171 GRAND BOULEVARD | BOONE | NC | 28607 | ENERGY SAVINGS FOR APPALACHIA | $30,000 | |
| ASSOCIATED GRANT MAKERS | ||||||
| 2544 GERMANTOWN AVE | PHILADELPHIA | PA | 19133 | 2014 MEMBERSHIP GRANT | $3,150 | |
| AUDUBON SOUTH CAROLINA | ||||||
| 336 SANCTUARY ROAD | HARLEYVILLE | SC | 29448 | HABITAT CONSERVATION: FORESTED WETLANDS OF SC-BEIDLER FOREST AND OTHER FOREST BLOCKS | $35,000 | |
| BED STUY CAMPAIGN AGAINST HUNGER | ||||||
| 2010 FULTON STREET | BROOKLYN | NY | 11233 | URBAN FARMING AND COMMUNITY HEALTH | $20,000 | |
| BLUE RIDGE FOREVER | ||||||
| 34 WALL STREET | ASHEVILLE | NC | 28801 | GENERAL SUPPORT | $20,000 | |
| BOSTON NATURAL AREAS NETWORK | ||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | YOUTH GROWING CORPS | $30,000 | |
| CAMDEN CITY GARDEN CLUB INC | ||||||
| 3 RIVERSIDE DRIVE | CAMDEN | NJ | 08103 | URBAN FARMING AND YOUTH LEADERSHIP | $25,000 | |
| CANOPY | ||||||
| PO 29903 | SAN FRANCISCO | CA | 94129 | MOBILIZING MAJOR CUSTOMERS FOR FOREST CONSERVATION | $60,000 | |
| CDP | ||||||
| 132 CROSBY STREET | NEW YORK | NY | 10012 | CDP PRICE ON CARBON DISCLOSURE AND RESEARCH (PHASE 2) | $50,000 | |
| CENTER FOR CLIMATE STRATEGIES INC | ||||||
| 1800 K STREET NW | WASHINGTON | DC | 20006 | CLIMATE ACTION PLAN POLICIES AND TRADING FOR CLEAN AIR ACT SECTION111D GUIDELINES AND COMPLIANCE | $25,000 | |
| CENTER FOR ENVIRONMENTAL TRANSFORMATION | ||||||
| 1729 FERRY AVENUE | CAMDEN | NJ | 08104 | GENERAL SUPPORT | $25,000 | |
| CERES | ||||||
| 99 CHAUNCY ST 6TH FL | BOSTON | MA | 02111 | ADVANCING AN EPA REGULATORY FRAMEWORK THAT ACCELERATES STRONG UTILITY ENERGY EFFICIENCY PROGRAMS | $60,000 | |
| CITY GREEN INC | ||||||
| 171 GROVE STREET | CLIFTON | NJ | 07013 | GROWING STRONG INTERNS | $10,000 | |
| COASTAL CONSERVATION LEAGUE | ||||||
| PO BOX 1765 | CHARLESTON | SC | 29402 | ENERGY & CLIMATE PROGRAM | $50,000 | |
| COMMON GROUND - NEW HAVEN ECOLOGY PROJECT | ||||||
| 358 SPRINGSIDE AVENUE | NEW HAVEN | CT | 06515 | GROWING LEADERS AT COMMON GROUND HIGH SCHOOL | $25,000 | |
| CONFLUENCE PHILANTHROPY | ||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | 2014 MEMBERSHIP GRANT | $1,000 | |
| CONNECTICUT FOOD JUSTICE YOUTH CORPS VISTA PROJECT | ||||||
| 24 HYDE AVENUE | VERNON | CT | 06066 | CT FOOD JUSTICE YOUTH CORPS VISTA PROJECT | $10,000 | |
| CONSERVATION LAW FOUNDATION | ||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | BUILDING A MORE EFFICIENT AND CLEANER ENERGY SYSTEM FOR NEW ENGLAND | $45,000 | |
| CONSERVATION LAW FOUNDATION | ||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | CLF FARM AND FOOD INITIATIVE | $24,000 | |
| CONSULTATIVE GROUP ON BIODIVERSITY (CGBD) | ||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | 2014 MEMBERSHIP GRANT | $4,550 | |
| CT FOOD SYSTEM ALLIANCE | ||||||
| 251 CAUSEWAY STREET SUITE 500 | BOSTON | MA | 02114 | CONNECTICUT FOOD SYSTEM ALLIANCE | $10,000 | |
| CULTIVATING COMMUNITY | ||||||
| 52 MAYO STREET | PORTLAND | ME | 04101 | YOUTH & COMMUNITY FARMS | $25,000 | |
| DUKE UNIVERSITY - NICHOLAS INSTITUTE FOR ENVIRONMENTAL POLICY SOLUTIONS | ||||||
| CAMPUS BOX 90335 | DURHAM | NC | 27708 | SOUTHEAST ENERGY AND ENVIRONMENTAL LEADERSHIP FORUM | $50,000 | |
| ENERGY FOUNDATION | ||||||
| 301 BATTERY ST | SAN FRANCISCO | CA | 94111 | GENERAL SUPPORT | $30,000 | |
| ENVIRONMENT NORTHEAST | ||||||
| PO BOX 583 | ROCKPORT | ME | 04856 | ENERGYVISION: ADVANCING ENERGY EFFICIENCY AND CLIMATE POLICY | $100,000 | |
| ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | ||||||
| 1112 16TH ST NW | WASHINGTON | DC | 20036 | PATHWAYS FOR CO-OPS TO PARTICIPATE IN THE EPA CLEAN POWER PLAN | $25,000 | |
| ENVIRONMENTAL GRANTMAKERS ASSOCIATION | ||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | 2014 MEMBERSHIP GRANT | $6,736 | |
| ENVIRONMENTAL PAPER NETWORK | ||||||
| 16 EAGLE ST STE 200 | ASHEVILLE | NC | 28801 | GENERAL SUPPORT | $35,000 | |
| FRESH NEW LONDON | ||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | GENERAL SUPPORT | $25,000 | |
| FEDERATION OF NEIGHBORHOOD CENTERS | ||||||
| 1528 WALNUT STREET | PHILADELPHIA | PA | 19102 | TEENS 4 GOOD | $30,000 | |
| FOOD SOLUTIONS NEW ENGLAND | ||||||
| PO BOX 90774 | SPRINGFIELD | MA | 01139 | YOUTH DELEGATION AT ANNUAL SUMMIT | $15,000 | |
| FOREST GUILD INC | ||||||
| PO BOX 519 | SANTA FE | NM | 87504 | PROTECTING ECOLOGICAL INTEGRITY OF FORESTS THROUGH SUSTAINABLE BIOMASS HARVESTING PRACTICES | $30,000 | |
| FORESTETHICS | ||||||
| 1329 N STATE STREET SUITE 302 | BELLINGHAM | WA | 98225 | DRIVING THE MARKET FOR SUSTAINABLE PAPER | $35,000 | |
| FUNDERS NETWORK FOR SMART GROWTH | ||||||
| 1500 SAN REMO AVE | CORAL GABLES | FL | 33146 | 2014 MEMBERSHIP GRANT | $5,000 | |
| GARDENING THE COMMUNITY | ||||||
| 32 PRINCE STREET | NEWARK | NJ | 07103 | GENERAL SUPPORT | $25,000 | |
| GEORGETOWN CLIMATE CENTER | ||||||
| 444 N CAPITOL STREET | WASHINGTON | DC | 20001 | STATE ENERGY ANALYSIS TOOL | $30,000 | |
| GREATER NEWARK CONSERVANCY | ||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | YOUTH URBAN FARMING AND FOOD ACCESS | $10,000 | |
| GREEN AMERICA | ||||||
| 1612 K STREET | WASHINGTON | DC | 20006 | BETTER PAPER PROJECT | $15,000 | |
| GREEN CITY FORCE | ||||||
| 630 FLUSHING AVENUE 8TH FL | BROOKLYN | NY | 11201 | GREEN CITY FORCE URBAN FARM CORPS AT RED HOOK HOUSES | $25,000 | |
| GREEN GUERILLAS | ||||||
| 232 E 11TH STREET | NEW YORK | NY | 10003 | HS FOR PUBLIC SERVICE YOUTH FARM & MARKET | $30,000 | |
| GREEN PRESS INITIATIVE | ||||||
| 68 MORNINGSIDE DR SUITE 1 | ASHEVILLE | NC | 28806 | GREEN PRESS INITIATIVE | $15,000 | |
| GROUNDWORK LAWRENCE | ||||||
| 24 PARK ST 7 | SOMERVILLE | MA | 02143 | GREEN TEAM EXPANSION | $25,000 | |
| GROUNDWORK SOMERVILLE | ||||||
| 1 CONGRESS STREET | HARTFORD | CT | 06114 | SOMERVILLE FOOD TRIANGLE | $20,000 | |
| HARTFORD FOOD SYSTEM | ||||||
| 1 CONGRESS STREET | HARTFORD | CT | 06114 | GROW HARTFORD | $25,000 | |
| LAND TRUST ALLIANCE | ||||||
| 1660 L ST NW | WASHINGTON | DC | 20036 | GENERAL SUPPORT | $35,000 | |
| LAND TRUST FOR TENNESSEE | ||||||
| 209 10TH AVENUE SOUTH - SUITE 511 | NASHVILLE | TN | 37203 | SOUTH CUMBERLAND PROJECT | $35,000 | |
| MAKE THE ROAD NEW YORK | ||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | NEIGHBORHOOD ROOTS INITIATIVE | $25,000 | |
| MASSACHUSETTS AVENUE PROJECT | ||||||
| MASSACHUSETTS AVENUE PROJECT | BUFFALO | NY | 14213 | GROWING GREEN | $25,000 | |
| MASSACHUSETTS FOOD POLICY EXPENDABLE TRUST | ||||||
| 15 COURT SQUARE SUITE 420 | BOSTON | MA | 02108 | MA COMPREHENSIVE FOOD SYSTEM PLN | $25,000 | |
| MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT | ||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | TAKING HOW$MARTKY ON-BILL PROGRAM TO SCALE | $40,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||
| 777 SIXTH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | PROTECTION OF EAST TENNESSEE RIDGE LINES FROM MOUNTAINTOP REMOVAL COAL MINING | $15,000 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | INCREASE MAINE'S ENERGY EFFICIENCY AND CARBON POLLUTION REDUCTION | $25,000 | |
| NESAWG | ||||||
| PO BOX 334 | IRVINGTON | NY | 10533 | IT TAKES A REGION CONFERENCE | $3,000 | |
| NEW ECONOMY FUNDERS NETWORK | ||||||
| PO BOX 94129 | SAN FRANCISCO | CA | 94129 | 2014 MEMBERSHIP GRANT | $1,000 | |
| NORRIS SQUARE NEIGHBORHOOD PROJECT | ||||||
| PO BOX 255 | WORCESTER | MA | 01613 | YOUTH LEADERSHIP, HEALTHY LIVING AND GREEN SPACES | $20,000 | |
| NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS (NEEP) | ||||||
| 91 HARTWELL AVENUE | LEXINGTON | MA | 02421 | GENERAL SUPPORT | $75,000 | |
| NORTHSTAR FUND | ||||||
| 520 8TH AVE | NEW YORK | NY | 10018 | TRI-STATE AREA FOOD FUNDER CONSTITUENCY | $10,000 | |
| NRDC | ||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | PROTECTING FORESTS & IMPROVING PAPER PRODUCTION | $50,000 | |
| NUESTRAS RAICES | ||||||
| 329 MAIN ST | HOLYOKE | MA | 01040 | NUESTRAS RAICES YOUTH: FARMING AND FOOD JUSTICE FOR A NEW GENERATION | $25,000 | |
| OPEN SPACE INSTITUTE INC | ||||||
| 1350 BROADWAY SUITE 201 | NEW YORK | NY | 10018 | RESILIENT LANDSCAPES INITIATIVE - SOUTHERN CUMBERLANDS CATALYST PROGRAM | $35,000 | |
| OREGON ENVIRONMENTAL COUNCIL | ||||||
| 222 NW DAVIS STREET | PORTLAND | OR | 97209 | PACIFIC NORTHWEST LABORATORY: PUTTING A PRICE ON CARBON | $50,000 | |
| ORGANIZATION FOR REFUGEE AND IMMIGRANT SUCCESS | ||||||
| 521 MAPLE ST | MANCHESTER | NH | 03104 | FARM & FOOD LEADERS - YOUTH INTERNSHIP PROGRAM | $20,000 | |
| PENNSYLVANIA HORTICULTURAL SOCIETY | ||||||
| 100 N 20TH STREET | PHILADELPHIA | PA | 19103 | STRAWBERRY MANSION GREEN RESOURCE CENTER | $25,000 | |
| PHILADELPHIA FOOD POLICY ADVISORY COUNCIL | ||||||
| 1515 ARCH ST | PHILADELPHIA | PA | 19102 | IMPROVING THE REGIONAL FOOD SYSTEM THROUGH THE PHILADELPHIA FOOD POLICY ADVISORY COUNCIL | $15,000 | |
| PRODUCT STEWARDSHIP INSTITUTE | ||||||
| 29 STANHOPE STREET | BOSTON | MA | 02116 | REDUCING PRODUCTION OF UNWANTED PHONE BOOKS | $15,000 | |
| PUBLIC INTEREST LAW CENTER OF PHILADELPHIA | ||||||
| PUBLIC INTEREST LAW CENTER OF | PHILADELPHIA | PA | 19103 | GARDEN JUSTICE LEGAL INITIATIVE (GJLI) | $25,000 | PHILADELPHIA |
| REGIONAL ENVIRONMENTAL COUNCIL INC | ||||||
| 940 GARRISON AVENUE | BRONX | NY | 10474 | YOUTHGROW | $25,000 | |
| RESOURCES FOR THE FUTURE | ||||||
| 1616 P STREET NW | WASHINGTON | DC | 20036 | CONSIDERING A U.S. CARBON TAX | $50,000 | |
| SIGHTLINE INSTITUTE | ||||||
| 1402 3RD AVE | SEATTLE | WA | 98101 | PUTTING A PRICE ON CARBON | $35,000 | |
| SOUTHERN ALLIANCE FOR CLEAN ENERGY | ||||||
| PO BOX 1842 | KNOXVILLE | TN | 37901 | PROMOTING ENERGY EFFICIENCY IN THE SOUTHEAST | $100,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||
| 201 WEST MAIN STREET SUITE 14 | CHARLOTTESVILLE | VA | 22902 | PROMOTING ENERGY EFFICIENCY AS THE FIRST ENERGY RESOURCE OF THE SOUTHEAST | $150,000 | |
| SOUTHWINGS | ||||||
| 35 HAYWOOD ST | ASHEVILLE | NC | 28801 | GENERAL SUPPORT | $10,000 | |
| THE FOOD PROJECT | ||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | YOUTH CULTIVATING URBAN COMMUNITIES THROUGH SUSTAINABLE AGRICULTURE | $25,000 | |
| THE JORDAN INSTITUTE INC | ||||||
| 17 DEPOT ST | CONCORD | NH | 03301 | TRANSFORMING ENERGY USAGE IN NHS C&I SECTOR | $50,000 | |
| THE POINT COMMUNITY DEVELOPMENT CORPORATION | ||||||
| 2544 GERMANTOWN AVE | PHILADELPHIA | PA | 19133 | FOOD JUSTICE AND URBAN AGRICULTURE | $20,000 | |
| THE VILLAGE OF ARTS AND HUMANITIES | ||||||
| 5125 WOODBINE AVENUE | PHILADELPHIA | PA | 19131 | PHILLYEARTH | $25,000 | |
| THE WILDERNESS SOCIETY | ||||||
| 1615 M STREET NW | WASHINGTON | DC | 20001 | PRESERVING SOUTHERN APPALACHIAN WILDLANDS, HERITAGE, AND CULTURAL VALUES | $60,000 | |
| UNITED COMMUNITY CENTERS | ||||||
| UNITED COMMUNITY CENTERS | BROOKLYN | NY | 11207 | EAST NEW YORK FARMS! | $25,000 | |
| UNITED TEEN EQUALITY CENTER | ||||||
| 34 HURD STREET | LOWELL | MA | 01852 | ENGAGING PROVEN-RISK YOUTH IN URBAN FARMING & HEALTHY FOODS ACCESS | $25,000 | |
| URBAN FARMING INSTITUTE | ||||||
| 2141 N HOWARD ST | PHILADELPHIA | PA | 19122 | STATE-WIDE URBAN AGRICULTURE COALITION | $15,000 | |
| URBAN FARMING INSTITUTE | ||||||
| 2141 N HOWARD ST | PHILADELPHIA | PA | 19122 | YOUTH DELEGATION SUMMIT | $1,000 | |
| URBAN TREE CONNECTION | ||||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | NEIGHBORHOOD FOODS YOUTH LEADERSHIP PROGRAM | $25,000 | |
| VERMONT PUBLIC INTEREST RESEARCH AND EDUCATION FUND | ||||||
| 141 MAIN ST | MONTPELIER | VT | 05602 | VERMONT CARBON POLLUTION TAX CAMPAIGN | $25,000 | |
| WINGSPREAD | ||||||
| 33 E 4 MILE ROAD | RACINE | WI | 53402 | SUSTAINABLE ECONOMICS FORUM | $3,024 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,502,460 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| APPALACHIAN VOICES | |||||
| 171 GRAND BOULEVARD | BOONE | NC | 28607 | ENERGY SAVINGS FOR APPALACHIA | $30,000 |
| BLUE RIDGE FOREVER | |||||
| 34 WALL STREET | ASHEVILLE | NC | 28801 | GENERAL SUPPORT | $20,000 |
| CAMDEN CITY GARDEN CLUB INC | |||||
| 3 RIVERSIDE DRIVE | CAMDEN | NJ | 08103 | URBAN FARMING AND YOUTH LEADERSHIP | $10,000 |
| CANOPY | |||||
| PO 29903 | SAN FRANCISCO | CA | 94129 | MOBILIZING MAJOR CUSTOMERS FOR FOREST CONSERVATION | $60,000 |
| CENTER FOR ENVIRONMENTAL TRANSFORMATION | |||||
| 1729 FERRY AVENUE | CAMDEN | NJ | 08104 | GENERAL SUPPORT | $10,000 |
| DUKE UNIVERSITY - NICHOLAS INSTITUTE FOR ENVIRONMENTAL POLICY SOLUTIONS | |||||
| CAMPUS BOX 90335 | DURHAM | NC | 27708 | SOUTHEAST ENERGY AND ENVIRONMENTAL LEADERSHIP FORUM | $50,000 |
| ENVIRONMENT NORTHEAST | |||||
| PO BOX 583 | ROCKPORT | ME | 04856 | ENERGYVISION: ADVANCING ENERGY EFFICIENCY AND CLIMATE POLICY | $100,000 |
| GARDENING THE COMMUNITY | |||||
| 32 PRINCE STREET | NEWARK | NJ | 07103 | GENERAL SUPPORT | $25,000 |
| MASSACHUSETTS AVENUE PROJECT | |||||
| MASSACHUSETTS AVENUE PROJECT | BUFFALO | NY | 14213 | GROWING GREEN | $25,000 |
| MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT | |||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | TAKING HOW$MARTKY ON-BILL PROGRAM TO SCALE | $40,000 |
| NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS (NEEP) | |||||
| 91 HARTWELL AVENUE | LEXINGTON | MA | 02421 | GENERAL SUPPORT | $75,000 |
| NRDC | |||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | PROTECTING FORESTS & IMPROVING PAPER PRODUCTION | $50,000 |
| OREGON ENVIRONMENTAL COUNCIL | |||||
| 222 NW DAVIS STREET | PORTLAND | OR | 97209 | PACIFIC NORTHWEST LABORATORY: PUTTING A PRICE ON CARBON | $50,000 |
| REGIONAL ENVIRONMENTAL COUNCIL INC | |||||
| 940 GARRISON AVENUE | BRONX | NY | 10474 | YOUTHGROW | $25,000 |
| SOUTHERN ALLIANCE FOR CLEAN ENERGY | |||||
| PO BOX 1842 | KNOXVILLE | TN | 37901 | PROMOTING ENERGY EFFICIENCY IN THE SOUTHEAST | $100,000 |
| THE VILLAGE OF ARTS AND HUMANITIES | |||||
| 5125 WOODBINE AVENUE | PHILADELPHIA | PA | 19131 | PHILLYEARTH | $25,000 |
| URBAN TREE CONNECTION | |||||
| PO BOX 29361 | SAN FRANCISCO | CA | 94129 | NEIGHBORHOOD FOODS YOUTH LEADERSHIP PROGRAM | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $720,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $945 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,017,826 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,325,060 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,343,831 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,343,831 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NAT CHAMBERLIN | ||||||
| 1 | 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | $9,940 | Yes (X) |
| PATIENCE CHAMBERLIN | ||||||
| 2 | 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $21,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,334,303 | EOYBookValueAmt |
| EOYFMV | $6,334,303 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $26,567,201 | EOYBookValueAmt |
| EOYFMV | $26,567,201 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,828,090 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,828,090 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $20,285,868 | BookValueAmt |
| EOYFMV | $20,285,868 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTERS AND SOFTWARE | $6,796 | $4,650 | $2,146 | $2,146 |
| FURNITURE AND EQUIPMENT | $335 | $335 | $0 | |
| LEASEHOLD IMPROVEMENT | $17,138 | $17,138 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,020 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,020 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $114,407 | $94,054 | $94,054 |
| PREPAID EXCISE TAXES | $15,633 | $60,238 | $60,238 |
| PROGRAM RELATED INVESTMENT | $40,000 | $40,000 | $40,000 |
| INVESTMENT LOAN RECEIVABLE | $42,181 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED LOSS | Desc |
| Amt | $2,877,059 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | $10,258 | $0 | $0 | $10,258 |
| TEMPORARY HELP AND CONSULTANTS | $79,246 | $0 | $0 | $79,246 |
| TELEPHONE EXPENSE | $2,842 | $0 | $0 | $2,842 |
| OFFICE SUPPLIES | $8,695 | $0 | $0 | $8,695 |
| WORKER/PROPERTY/LIABILITY INSURANCE | $2,432 | $0 | $0 | $354 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $312,400 | BOYBookValueAmt |
| EOY Book Value | $254,900 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | $85,000 | $85,000 | $0 | $0 |
| CUSTODY FEES | $31,402 | $31,402 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $381,558 | $515,407 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $36,877 | $36,877 | $0 | $0 |
| PAYROLL TAXES | $18,881 | $899 | $0 | $17,982 |
| FEDERAL EXCISE AND DEFERRED TAXES | $39,414 | $0 | $0 | $141,519 |
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