2015-11-11T09:35:34-06:00 2014-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990PF 2014-01-01 226063382 MERCK FAMILY FUND MERC 6176963580 95 ELIOT STREET SUITE 2 MILTON MA 02186 NAT CHAMBERLIN PRESIDENT 6176963580 2015-10-28 1 MATTHEW TROIANO CPA P01263939 5083669100 2015-10-22 2014 2016-04-25 22:37:26Z X 58918657 X 17878 945 945 1017826 1017817 4325060 52278624 4325060 1024257 5361709 6368079 0 233270 11664 0 221606 116309 8743 0 107566 37276 3010 0 34266 2020 0 0 2020 21500 0 0 21500 497960 631809 0 0 95172 37776 0 159501 2264 0 0 31190 0 0 31190 19379 0 0 19379 2294 0 0 2294 103473 0 0 101395 1162107 693002 0 700717 2737460 2502460 3899567 693002 0 3203177 1462142 5675077 0 291184 284518 284518 1697408 3414846 3414846 9471 7393 7393 2096246 1828090 1828090 36123581 26567201 26567201 6552388 6334303 6334303 13184030 20285868 20285868 24269 22123 4410 2146 2146 212221 194292 194292 60170939 58918657 58918657 150398 135533 485000 720000 312400 254900 947798 1110433 X 59223141 57808224 59223141 57808224 60170939 58918657 59223141 1462142 0 60685283 2877059 57808224 VARIOUS INVESTMENTS 2014-01-01 2014-12-31 52278624 47953564 4325060 4325060 4325060 0 3060483 54920039 0.055726 3235058 49781403 0.064985 3397107 51886795 0.065472 3769039 51769826 0.072804 4099639 46329874 0.088488 0.347475 0.069495 58637068 4074983 56751 4131734 3203177 113502 0 113502 0 113502 131000 131000 X 221 17277 17277 0 0 0 0 0 0 0 0 0 0 0 1 1 MA NJ 1 0 0 0 0 1 MERCKFF.ORG THE MERCK FAMILY FUND 6176963580 95 ELIOT STREET SUITE 2 MILTON MA 02186 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JENNY RUSSELL 95 ELIOT STREET SUITE 2 MILTON MA 02186 EXECUTIVE DIRECTOR 40.00 179857 53413 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 JAMES MAGUIRE 95 ELIOT STREET MILTON MA 02186 DIR. OF GRANTS MGMT/ 40.00 87428 30099 0 0 PINNACLE ASSOCIATES LTD 335 MADISON AVENUE 11TH FLOOR NEW YORK NY 10017 PORTFOLIO MANAGER 139433 BOSTON COMMON ASSET MANAGEMENT 84 STATE STREET SUITE 940 BOSTON MA 02109 PORTFOLIO MANAGER 108492 FEDERAL STREET ADVISORS 24 FEDERAL STREET BOSTON MA 02110 PORTFOLIO MANAGER 85000 CAPITAL GROUP 630 FIFTH AVENUE 36TH FLOOR NEW YORK NY 10111 PORTFOLIO MANAGER 81217 RUTH GOLDMAN 117 CYPRESS STREET NEWTON MA 02459 PROGRAM CONSULTANT 65000 0 AWARD CHARITABLE GRANTS THAT BENEFIT THE NATURAL ENVIRONMENT AND SOCIALLY/ECONOMICALLY DISADVANTAGED PERSONS. 85 GRANTS WERE PAID IN 2014. 2737460 0 56467218 3062800 0 59530018 0 0 59530018 892950 58637068 2931853 2931853 113502 113502 2818351 0 2818351 0 2818351 3203177 0 3203177 0 3203177 2818351 0 0 1796975 1229146 837157 812957 390471 5066706 3203177 0 0 0 2818351 384826 0 0 5451532 0 0 0 0 0 0 1796975 3654557 1229146 837157 812957 390471 384826 NAT CHAMBERLIN MERCK FAMILY FUND 95 ELIOT STREET SUITE 2 MILTON MA 02186 6176963580 STEP 1 - LETTER OF INQUIRY USING THE ONLINE APPLICATION SYSTEM; STEP 2 - FULL PROPOSAL USING THE ONLINE APPLICATION SYSTEM AUGUST 1 AND FEBRUARY 1 GRANTS MADE ONLY TO ORGANIZATIONS THAT ARE TAX EXEMPT ADDED VALUE AND HERBAN SOLUTIONS PO BOX 310028 BROOKLYN NY 11231 DEVELOPING YOUTH LEADERSHIP IN RED HOOK 25000 ALLIANCE FOR AFFORDABLE ENERGY 2372 ST CLAUDE AVE 300A NEW ORLEANS LA 70117 ENERGY EFFICIENCY FIRST 20000 APPALACHIAN VOICES 171 GRAND BOULEVARD BOONE NC 28607 ENERGY SAVINGS FOR APPALACHIA 30000 ASSOCIATED GRANT MAKERS 2544 GERMANTOWN AVE PHILADELPHIA PA 19133 2014 MEMBERSHIP GRANT 3150 AUDUBON SOUTH CAROLINA 336 SANCTUARY ROAD HARLEYVILLE SC 29448 HABITAT CONSERVATION: FORESTED WETLANDS OF SC-BEIDLER FOREST AND OTHER FOREST BLOCKS 35000 BED STUY CAMPAIGN AGAINST HUNGER 2010 FULTON STREET BROOKLYN NY 11233 URBAN FARMING AND COMMUNITY HEALTH 20000 BLUE RIDGE FOREVER 34 WALL STREET ASHEVILLE NC 28801 GENERAL SUPPORT 20000 BOSTON NATURAL AREAS NETWORK 62 SUMMER ST BOSTON MA 02110 YOUTH GROWING CORPS 30000 CAMDEN CITY GARDEN CLUB INC 3 RIVERSIDE DRIVE CAMDEN NJ 08103 URBAN FARMING AND YOUTH LEADERSHIP 25000 CANOPY PO 29903 SAN FRANCISCO CA 94129 MOBILIZING MAJOR CUSTOMERS FOR FOREST CONSERVATION 60000 CDP 132 CROSBY STREET NEW YORK NY 10012 CDP PRICE ON CARBON DISCLOSURE AND RESEARCH (PHASE 2) 50000 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 25000 CENTER FOR ENVIRONMENTAL TRANSFORMATION 1729 FERRY AVENUE CAMDEN NJ 08104 GENERAL SUPPORT 25000 CERES 99 CHAUNCY ST 6TH FL BOSTON MA 02111 ADVANCING AN EPA REGULATORY FRAMEWORK THAT ACCELERATES STRONG UTILITY ENERGY EFFICIENCY PROGRAMS 60000 CITY GREEN INC 171 GROVE STREET CLIFTON NJ 07013 GROWING STRONG INTERNS 10000 COASTAL CONSERVATION LEAGUE PO BOX 1765 CHARLESTON SC 29402 ENERGY & CLIMATE PROGRAM 50000 COMMON GROUND - 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