MERCK FAMILY FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MERCK FAMILY FUND (EIN 22-6063382)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-28
- IRS object ID
- 201443019349100109
- Schema version
- 2013v3.0
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-28T14:29:13-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NAT CHAMBERLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6176963580 | PhoneNum |
| Signature | 2014-10-28 | 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 | 2014-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,170,939 | 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 | $14,971 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $708 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $708 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $978,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,025,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,179,202 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,655,672 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,179,202 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $1,225,400 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,173,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,431,277 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $231,295 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,565 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $219,731 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $101,344 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,327 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $93,017 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,688 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,426 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $38,262 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $457,498 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $607,548 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $289,772 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $899 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $17,354 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,784 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $30,614 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,614 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,814 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,814 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $16,412 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $16,412 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $128,401 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $128,401 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,329,072 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $631,765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $571,055 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,314,221 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,483,771 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,643,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $631,765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,054,826 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$470,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,799,512 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $268,984 | CashBOYAmt |
| Cash EOY | $291,184 | CashEOYAmt |
| Cash EOYFMV | $291,184 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,720,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,697,408 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,697,408 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,189 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,471 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,471 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $3,006,705 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,096,246 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,096,246 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,404,860 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,123,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,123,581 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,504,689 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,552,388 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,552,388 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,137,547 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,184,030 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,184,030 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,269 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,859 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,096 | LandBOYAmt |
| Land EOY | $4,410 | LandEOYAmt |
| Land EOYFMV | $4,410 | LandEOYFMVAmt |
| Other Assets BOY | $184,940 | OtherAssetsBOYAmt |
| Other Assets EOY | $212,221 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $212,221 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $51,239,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,170,939 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,170,939 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $40,067 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $150,398 | AccountsPayableEOYAmt |
| Grants Payable BOY | $654,550 | GrantsPayableBOYAmt |
| Grants Payable EOY | $485,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $125,300 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $312,400 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $819,917 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $947,798 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $50,419,676 | UnrestrictedBOYAmt |
| Unrestricted EOY | $59,223,141 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,419,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,223,141 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,239,593 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,170,939 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,419,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$470,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,375,520 | OtherIncreasesAmt |
| Subtotal | $59,325,094 | SubtotalAmt |
| Other Decreases | $101,953 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $59,223,141 | 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 | 2013-01-01 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $28,655,672 | GrossSalesPriceAmt |
| Cost Or Other Basis | $26,476,470 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,179,202 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,179,202 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,179,202 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,235,058 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,781,403 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064985 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,397,107 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $51,886,795 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065472 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,769,039 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $51,769,826 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072804 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,099,639 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $46,329,874 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088488 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,580,628 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $57,390,265 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079815 | DistributionYr5Rt |
| Total Distribution | 0.371564 | TotalDistributionRt |
| Average Distribution | 0.074313 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $54,920,039 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,081,273 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $37,995 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,119,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,060,483 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $75,990 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $75,990 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $75,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,031 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $66,031 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $124 | EsPenaltyAmt |
| Tax Due | $10,083 | TaxDueAmt |
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 |
| 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 | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $174,619 | $56,676 | $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 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WHITNEY HATCH | ||||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZA 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 |
| IAN HATCH | ||||||||
| 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 |
| SERENA 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 | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIR. OF GRANTS MGMT/ | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $83,265 | CompensationAmt |
| Employee Benefits | $34,262 | 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| PINNACLE ASSOCIATES LTD | ||||||
| 335 MADISON AVENUE 11TH FLOOR | NEW YORK | NY | 10017 | PORTFOLIO MANAGER | $134,758 | |
| BOSTON COMMON ASSET MANAGEMENT | ||||||
| 84 STATE STREET SUITE 1000 | BOSTON | MA | 02109 | PORTFOLIO MANAGER | $109,185 | |
| RUTH GOLDMAN | ||||||
| 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | PROGRAM CONSULTANT | $65,000 | |
| CAPITAL GUARDIAN | ||||||
| 630 FIFTH AVENUE 36TH FLOOR | NEW YORK | NY | 10111 | PORTFOLIO MANAGER | $64,333 | |
| FEDERAL STREET ADVISORS | ||||||
| 50 FEDERAL STREET 3RD 84 STATE | BOSTON | MA | 02110 | PORTFOLIO MANAGER | $63,750 | STREET SUITE 1000 |
| 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. 73 GRANTS WERE PAID IN 2013. | Description1Txt |
| Expenses1 | $2,314,221 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,005,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,750,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,756,385 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,756,385 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $836,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,920,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,746,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,746,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $75,990 | TotalTaxAmt |
| Distributable Before Adj | $2,670,012 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,670,012 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,670,012 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,054,826 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $5,657 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,060,483 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,060,483 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,670,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,721,835 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,796,975 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,229,146 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $837,157 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $812,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,398,070 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,060,483 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,670,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $390,471 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,788,541 | 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 | $1,721,835 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,066,706 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,796,975 | ExcessFromYear4Amt |
| Excess From Year3 | $1,229,146 | ExcessFromYear3Amt |
| Excess From Year2 | $837,157 | ExcessFromYear2Amt |
| Excess From Year1 | $812,957 | ExcessFromYear1Amt |
| Excess From Current Year | $390,471 | 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 | AddressLine1 |
| City | MILTON | City |
| State | MA | State |
| ZIP Code | 02186 | ZIPCode |
| 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 (82 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ADDED VALUE AND HERBAN SOLUTIONS INC | ||||||||
| 370 VAN BRUNT STREET | BROOKLYN | NY | 11231 | GRANTEE | PC | YOUTH EMPOWERMENT PROGRAM | $30,000 | |
| ALLIANCE FOR AFFORDABLE ENERGY | ||||||||
| 2372 ST CLAUDE AVE 300A | NEW ORLEANS | LA | 70117 | GRANTEE | PC | ENERGY EFFICIENCY FIRST | $30,000 | |
| APPALACHIAN VOICES | ||||||||
| 171 GRAND BOULEVARD | BOONE | NC | 28607 | GRANTEE | PC | ENERGY SAVINGS FOR APPALACHIA | $35,000 | |
| AS YOU SOW | ||||||||
| 1611 TELEGRAPH AVE | OAKLAND | CA | 94612 | GRANTEE | PC | CONSUMER PACKAGING INITIATIVE | $20,000 | |
| ASSOCIATED GRANTMAKERS OF MASSACHUSETTS | ||||||||
| 133 FEDERAL STREET | BOSTON | MA | 02110 | GRANTEE | PC | MEMBERSHIP GRANT | $3,150 | |
| AUDUBON SOUTH CAROLINA | ||||||||
| 336 SANCTUARY ROAD | HARLEYVILLE | SC | 29448 | GRANTEE | PC | HABITAT CONSERVATION: FORESTED WETLANDS OF SC-BEIDLER FOREST AND OTHER FOREST BLOCKS | $35,000 | |
| BLUE RIDGE FOREVER | ||||||||
| 34 WALL STREET | ASHEVILLE | NC | 288012710 | GRANTEE | PC | BLUE RIDGE FOREVER | $20,000 | |
| BOSTON NATURAL AREAS NETWORK | ||||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | GRANTEE | PC | YOUTH GROWING CORPS | $35,000 | |
| BROOKLYN RESCUE MISSION | ||||||||
| 255 BAINBRIDGE ST | BROOKLYN | NY | 11233 | GRANTEE | PC | GROWING SUCCESS | $20,000 | |
| CAMDEN CITY GARDEN CLUB INC | ||||||||
| 3 RIVERSIDE DRIVE | CAMDEN | NJ | 08103 | GRANTEE | PC | URBAN FARMING AND YOUTH EMPLOYMENT AND TRAINING | $35,000 | |
| CAPITAL DISTRICT COMMUNITY GARDENS | ||||||||
| 40 RIVER STREET | TROY | NY | 12180 | GRANTEE | PC | THE PRODUCE PROJECT | $20,000 | |
| CENTER FOR CLIMATE STRATEGIES INC | ||||||||
| 1800 K STREET NW | WASHINGTON | DC | 20006 | GRANTEE | PC | ENERGY EFFICIENCY IN THE SOUTHEAST | $15,000 | |
| CENTER FOR ENVIRONMENTAL TRANSFORMATION | ||||||||
| 1729 FERRY AVENUE | CAMDEN | NJ | 08104 | GRANTEE | PC | GENERAL SUPPORT | $25,000 | |
| CERES | ||||||||
| 99 CHAUNCY ST 6TH FL | BOSTON | MA | 02111 | GRANTEE | PC | PROMOTING RISK-AWARE REGULATION TO ACCELERATE ENERGY EFFICIENCY DEPLOYMENT | $60,000 | |
| CITY GREEN INC | ||||||||
| 171 GROVE STREET | CLIFTON | NJ | 07013 | GRANTEE | PC | GROWING STRONG URBAN FARM AND MARKET INTERN PROGRAM | $30,000 | |
| COASTAL CONSERVATION LEAGUE | ||||||||
| PO BOX 1765 | CHARLESTON | SC | 294021765 | GRANTEE | PC | ENERGY AND CLIMATE PROGRAM | $50,000 | |
| COMMON GROUND - NEW HAVEN ECOLOGY PROJECT | ||||||||
| 358 SPRINGSIDE AVENUE | NEW HAVEN | CT | 06515 | GRANTEE | PC | YOUTH LEADERSHIP FOR URBAN FOOD JUSTICE | $30,000 | |
| CONFLUENCE PHILANTHROPY | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | GRANTEE | PC | MEMBERSHIP GRANT | $5,000 | |
| CONSERVATION LAW FOUNDATION | ||||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | GRANTEE | PC | ENERGY EFFICIENCY ADVOCACY | $50,000 | |
| CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY | ||||||||
| PRESIDIO BUILDING 1016 SECOND FLOOR | SAN FRANCISCO | CA | 941290361 | GRANTEE | PC | MEMBERSHIP GRANT | $4,550 | |
| CULTIVATING COMMUNITY | ||||||||
| 52 MAYO STREET | PORTLAND | ME | 041013792 | GRANTEE | PC | YOUTH & COMMUNITY FARM PROGRAMS | $25,000 | |
| DOGWOOD ALLIANCE | ||||||||
| PO BOX 7645 | ASHEVILLE | NC | 28802 | GRANTEE | PC | CARBON CANOPY PROJECT | $25,000 | |
| ENERGY FOUNDATION | ||||||||
| 301 BATTERY ST | SAN FRANCISCO | CA | 94111 | GRANTEE | PC | 2013 ENERGY EFFICIENCY ADVOCATES CONFERENCE | $20,000 | |
| ENVIRONMENT NORTHEAST | ||||||||
| PO BOX 583 | ROCKPORT | ME | 04856 | GRANTEE | PC | ADVANCING ENERGY EFFICIENCY AND RGGI IN THE NORTHEAST | $100,000 | |
| ENVIRONMENTAL AND ENERGY STUDY INSTITUTE | ||||||||
| 1112 16TH ST NW | WASHINGTON | DC | 20036 | GRANTEE | PC | ON-BILL FINANCING: TAKING IT TO THE NEXT LEVEL | $25,000 | |
| ENVIRONMENTAL GRANTMAKERS | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | GRANTEE | PC | MEMBERSHIP GRANT | $6,671 | |
| ENVIRONMENTAL PAPER NETWORK | ||||||||
| 16 EAGLE ST STE 200 | ASHEVILLE | NC | 28801 | GRANTEE | PC | GENERAL SUPPORT | $35,000 | |
| FEDERATION OF NEIGHBORHOOD CENTERS | ||||||||
| 1528 WALNUT STREET | PHILADELPHIA | PA | 19102 | GRANTEE | PC | TEENS4GOOD | $40,000 | |
| FOREST GUILD INC | ||||||||
| PO BOX 519 | SANTA FE | NM | 87504 | GRANTEE | PC | PHASES 2 & 3: PROMOTE ENERGY EFFICIENCY AND SUSTAINABLE FORESTRY WITH BIOMASS HARVESTING GUIDELINES | $40,000 | |
| FORESTETHICS | ||||||||
| 1329 N STATE STREET SUITE 302 | BELLINGHAM | WA | 98225 | GRANTEE | PC | DRIVING THE MARKET FOR MORE ENVIRONMENTALLY RESPONSIBLE PAPER | $40,000 | |
| FRESH NEW LONDON | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | GRANTEE | PC | GENERAL SUPPORT | $25,000 | |
| FUNDERS NETWORK FOR SMART GROWTH | ||||||||
| 1500 SAN REMO AVE | CORAL GABLES | FL | 33146 | GRANTEE | PC | MEMBERSHIP GRANT | $5,000 | |
| GARDENING THE COMMUNITY | ||||||||
| 250 ALBANY ST | SPRINGFIELD | MA | 01105 | GRANTEE | PC | GENERAL SUPPORT | $25,000 | |
| GEORGETOWN CLIMATE INSTITUTE | ||||||||
| 444 N CAPITOL STREET | WASHINGTON | DC | 20001 | GRANTEE | PC | STATE ENERGY ANALYSIS TOOL | $25,000 | |
| GREATER NEWARK CONSERVANCY | ||||||||
| 32 PRINCE STREET | NEWARK | NJ | 07103 | GRANTEE | PC | URBAN FARMING & FOOD ACCESS INITIATIVE | $30,000 | |
| GREEN AMERICA | ||||||||
| 1612 K STREET NW SUITE 600 | WASHINGTON | DC | 20006 | GRANTEE | PC | BETTER PAPER PROJECT | $30,000 | |
| GREEN GUERILLAS | ||||||||
| 232 E 11TH STREET | NEW YORK | NY | 10003 | GRANTEE | PC | HIGH SCHOOL FOR PUBLIC SERVICE YOUTH FARM | $30,000 | |
| GREEN PRESS INITIATIVE | ||||||||
| 68 MORNINGSIDE DRIVE | ASHEVILLE | NC | 28806 | GRANTEE | PC | GENERAL SUPPORT | $30,000 | |
| GROUNDWORK LAWRENCE | ||||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | GRANTEE | PC | GREEN TEAM | $25,000 | |
| HARTFORD FOOD SYSTEM INC | ||||||||
| 86 PARK STREET | HARTFORD | CT | 06106 | GRANTEE | PC | GROW HARTFORD | $25,000 | |
| LAND TRUST ALLIANCE | ||||||||
| 1660 L ST NW STE 1100 | WASHINGTON | DC | 20036 | GRANTEE | PC | ADVANCING THE EXCELLENCE OF SOUTHEAST LAND TRUSTS - GENERAL SUPPORT | $35,000 | |
| LOWCOUNTRY OPEN LAND TRUST | ||||||||
| 80 ALEXANDER STREET | CHARLESTOWN | SC | 29403 | GRANTEE | PC | GENERAL SUPPORT MATCHING GRANT | $10,000 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | GRANTEE | PC | NEIGHBORHOOD ROOTS INITIATIVE | $25,000 | |
| MASSACHUSETTS AVENUE PROJECT | ||||||||
| 271 GRANT STREET | BUFFALO | NY | 14213 | GRANTEE | PC | GROWING GREEN | $30,000 | |
| MATTAPAN FOOD AND FITNESS COALITION | ||||||||
| 1613 BLUE HILL AVE SUITE 303 | MATTAPAN | MA | 02126 | GRANTEE | PC | GENERAL SUPPORT | $10,000 | |
| MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT | ||||||||
| 433 CHESTNUT STREET | BEREA | KY | 40403 | GRANTEE | PC | CLEAN ENERGY IN APPALACHIAN KENTUCKY | $50,000 | |
| NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS | ||||||||
| 1301 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | GRANTEE | PC | STATE-BASED DEFENSE OF CLEAN ENERGY STRATEGIES, RENEWABLE PORTFOLIO STANDARDS AND ENERGY EFFICIENCY | $30,000 | 800 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | GRANTEE | PC | DEFENDING THE CUMBERLAND PLATEAU | $50,000 | |
| NORRIS SQUARE NEIGHBORHOOD PROJECT | ||||||||
| 2141 N HOWARD ST | PHILADELPHIA | PA | 19122 | GRANTEE | PC | YOUTH LEADERSHIP AND URBAN GARDEN PROGRAM | $20,000 | |
| NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS (NEEP) | ||||||||
| 91 HARTWELL AVENUE | LEXINGTON | MA | 02421 | GRANTEE | PC | GENERAL SUPPORT | $100,000 | |
| NORTHEAST SUSTAINABLE AGRICULTURE WORKING GROUP | ||||||||
| PO BOX 334 | IRVINGTON | NY | 10533 | GRANTEE | PC | MEMBERSHIP GRANT | $2,500 | |
| NORTHEAST SUSTAINABLE AGRICULTURE WORKING GROUP | ||||||||
| PO BOX 334 | IRVINGTON | NY | 10533 | GRANTEE | PC | NESAWG CONFERENCE | $1,300 | |
| NORTHSTAR FUND | ||||||||
| 520 8TH AVE 2203 | NEW YORK | NY | 10018 | GRANTEE | PC | COMMUNITY FOOD FUNDERS MEMBERSHIP GRANT | $7,500 | |
| NUESTRAS RAICES | ||||||||
| 329 MAIN ST | HOLYOKE | MA | 01040 | GRANTEE | PC | SIEMBRA SIEMPRE | $28,000 | |
| ORGANIZATION FOR REFUGEE AND IMMIGRANT SUCCESS | ||||||||
| 521 MAPLE ST | MANCHESTER | NH | 03104 | GRANTEE | PC | FARM AND FOOD LEADERS INTERNSHIP PROGRAM | $20,000 | |
| PENNSYLVANIA HORTICULTURAL SOCIETY | ||||||||
| 100 N 20TH STREET | PHILADELPHIA | PA | 19103 | GRANTEE | PC | STRAWBERRY MANSION GREEN RESOURCE CENTER | $20,000 | |
| PRODUCT STEWARDSHIP INSTITUTE | ||||||||
| 29 STANHOPE STREET | BOSTON | MA | 02116 | GRANTEE | PC | SOURCE REDUCTION OF PHONE BOOKS AND DIRECT MAIL | $25,000 | |
| PUBLIC INTEREST LAW CENTER OF PHILADELPHIA | ||||||||
| PUBLIC INTEREST LAW CENTER OF | PHILADELPHIA | PA | 19103 | GRANTEE | PC | GARDEN JUSTICE LEGAL INITIATIVE (GJLI) | $25,300 | PHILADELPHIA |
| REGIONAL ENVIRONMENTAL COUNCIL INC | ||||||||
| PS BOX 255 | WORCESTER | MA | 01613 | GRANTEE | PC | YOUTHGROW (YOUTH GROWING ORGANICS IN WORCESTER) | $30,000 | |
| RESOURCES FOR THE FUTURE | ||||||||
| 1616 P STREET NW | WASHINGTON | DC | 20036 | GRANTEE | PC | CONSIDERING A U.S. CARBON TAX: CONTINUATION OF A CRITICAL RFF RESEARCH INITIATIVE | $50,000 | |
| SOUTHEAST ENERGY EFFICIENCY ALLIANCE | ||||||||
| 50 HURT PLAZA | ATLANTA | GA | 30303 | GRANTEE | PC | SEEA PUBLIC SERVICE COMMISSIONS (PSCS) ENGAGEMENT SUPPORT | $25,000 | |
| SOUTHERN ALLIANCE FOR CLEAN ENERGY | ||||||||
| PO BOX 1842 | KNOXVILLE | TN | 37901 | GRANTEE | PC | PROMOTING ENERGY EFFICIENCY IN THE SOUTHEAST | $150,000 | |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 201 WEST MAIN STREET SUITE 14 | CHARLOTTESVILLE | VA | 22902 | GRANTEE | PC | PROMOTING ENERGY EFFICIENCY AS THE FIRST ENERGY RESOURCE OF THE SOUTHEAST | $150,000 | |
| SOUTHWINGS | ||||||||
| 35 HAYWOOD ST | ASHEVILLE | NC | 28801 | GRANTEE | PC | SOUTHERN APPALACHIAN CONSERVATION PROGRAM | $15,000 | |
| ST MARY'S NUTRITION CENTER | ||||||||
| PO BOX 7291 | LEWISTON | ME | 04097 | GRANTEE | PC | TELLING OUR STORIES: RAISING UP YOUTH VOICES IN FOOD JUSTICE | $27,000 | |
| SUSTAINABLE AGRICULTURE AND FOOD SYSTEM | ||||||||
| 16 W MISSION ST | SANTA BARBARA | CA | 93101 | GRANTEE | PC | MEMBERSHIP GRANT | $5,000 | |
| THE FOOD PROJECT | ||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | GRANTEE | PC | YOUTH CULTIVATING URBAN COMMUNITIES THROUGH SUSTAINABLE AGRICULTURE | $27,000 | |
| THE JORDAN INSTITUTE INC | ||||||||
| 17 DEPOT ST | CONCORD | NH | 033014904 | GRANTEE | PC | SCALING UP: TRANSFORMING BUILDING ENERGY USAGE IN NH'S C&I SECTOR | $50,000 | |
| THE LAND TRUST FOR TENNESSEE | ||||||||
| 209 10TH AVENUE SOUTH - SUITE 511 | NASHVILLE | TN | 37203 | GRANTEE | PC | SOUTH CUMBERLAND PROJECT | $35,000 | |
| THE NEW SCHOOL TISHMAN ENVIRONMENT AND DESIGN CENTER | ||||||||
| 66 WEST 12TH STREET | NEW YORK | NY | 10011 | GRANTEE | PC | FIVE BOROUGH FARM RESEARCH ASSISTANTS | $2,500 | |
| THE POINT COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 940 GARRISON AVENUE | BRONX | NY | 10474 | GRANTEE | PC | SOUTH BRONX FOOD JUSTICE & URBAN AGRICULTURE PROJECT | $15,000 | |
| THE SUSTAINABILITY FUNDERS | ||||||||
| PO BOX 9346 | BERKELY | CA | 94709 | GRANTEE | PC | GENERAL SUPPORT | $7,500 | |
| THE VILLAGE OF ARTS AND HUMANITIES | ||||||||
| 2544 GERMANTOWN AVE | PHILADELPHIA | PA | 19133 | GRANTEE | PC | PHILLYEARTH: CENTER FOR ENVIRONMENTAL EDUCATION | $25,000 | |
| THE WILDERNESS SOCIETY | ||||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | GRANTEE | PC | PROTECTING WILDLANDS WITHIN ANCIENT CULTURAL LANDSCAPES IN THE SOUTHERN APPALACHIANS | $60,000 | |
| TIDES FOUNDATION | ||||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | GRANTEE | PC | CANOPY'S FROM POLICIES TO PRACTICE: SECURING FOREST PROTECTION WITH MARKET LEVERAGE | $60,000 | |
| UNITED COMMUNITY CENTERS | ||||||||
| 613 NEW LOTS AVENUE | BROOKLYN | NY | 11207 | GRANTEE | PC | EAST NEW YORK FARMS! | $30,000 | |
| UNITED TEEN EQUALITY CENTER | ||||||||
| 34 HURD STREET | LOWELL | MA | 01852 | GRANTEE | PC | ENGAGING PROVEN-RISK YOUTH IN URBAN FARMING & HEALTHY FOODS ACCESS | $15,000 | |
| URBAN FARMING INSTITUTE | ||||||||
| 29 DUNREATH STREET 3 | ROXBURY | MA | 02119 | GRANTEE | PC | GENERAL SUPPORT | $500 | |
| URBAN TREE CONNECTION | ||||||||
| 5125 WOODBINE AVENUE | PHILADELPHIA | PA | 191312404 | GRANTEE | PC | NEIGHBORHOOD FOODS YOUTH LEADERSHIP PROGRAM | $22,500 | |
| US CLIMATE ACTION NETWORK | ||||||||
| 1810 16TH STREET | WASHINGTON | DC | 20009 | GRANTEE | PC | SOUTHEAST CLIMATE & ENERGY NETWORK (SCEN) | $25,000 | |
| VISIONS INC | ||||||||
| 48 JUNIPER STREET | ROXBURY | MA | 02119 | GRANTEE | PC | SUPPORT INSTITUTE & FOLLOWUP CONSULTING | $4,300 | |
| VISIONS INC | ||||||||
| 48 JUNIPER STREET | ROXBURY | MA | 02119 | GRANTEE | PC | SUPPORT INSTITUTE & FOLLOWUP CONSULTING | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,483,771 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COASTAL CONSERVATION LEAGUE | |||||||
| PO BOX 1765 | CHARLESTON | SC | 29402 | GRANTEE | PC | ENERGY AND CLIMATE PROGRAM | $50,000 |
| ENVIRONMENTAL PAPER NETWORK | |||||||
| 16 EAGLE STREET | ASHEVILLE | NC | 28801 | GRANTEE | PC | GENERAL SUPPORT | $35,000 |
| FRESH NEW LONDON | |||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | GRANTEE | PC | GENERAL SUPPORT | $25,000 |
| GEORGETOWN CLIMATE CENTER | |||||||
| 444 N CAPITOL STREET | WASHINGTON | DC | 20001 | GRANTEE | PC | STATE ENERGY ANALYSIS TOOL | $25,000 |
| GREEN GUERILLAS | |||||||
| 232 E 11TH STREET | NEW YORK | NY | 10003 | GRANTEE | PC | HIGH SCHOOL FOR PUBLIC SERVICE YOUTH FARM | $30,000 |
| HARTFORD FOOD SYSTEM INC | |||||||
| 1 CONGRESS STREET | HARTFORD | CT | 06114 | GRANTEE | PC | GROW HARTFORD | $25,000 |
| LAND TRUST ALLIANCE | |||||||
| 1660 L ST NW STE 1100 | WASHINGTON | DC | 20036 | GRANTEE | PC | ADVANCING THE EXCELLENCE OF SOUTHEAST LAND TRUSTS - GENERAL SUPPORT | $35,000 |
| RESOURCES FOR THE FUTURE | |||||||
| 1616 P STREET NW | WASHINGTON | DC | 20036 | GRANTEE | PC | CONSIDERING A U.S. CARBON TAX: CONTINUATION OF A CRITICAL RFF RESEARCH INITIATIVE | $50,000 |
| SOUTHERN ENVIRONMENTAL LAW CENTER | |||||||
| 201 WEST MAIN STREET | CHARLOTTESVILLE | VA | 22902 | GRANTEE | PC | PROMOTING ENERGY EFFICIENCY AS THE FIRST ENERGY RESOURCE OF THE SOUTHEAST | $150,000 |
| SOUTHWINGS | |||||||
| 35 HAYWOOD ST | ASHEVILLE | NC | 28801 | GRANTEE | PC | SOUTHERN APPALACHIAN CONSERVATION PROGRAM | $10,000 |
| THE JORDAN INSTITUTE | |||||||
| 6 DIXON AVE | CONCORD | NH | 03301 | GRANTEE | PC | SCALING UP: TRANSFORMING BUILDING ENERGY USAGE IN NH'S C&I SECTOR | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $485,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $708 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $978,310 | 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 | $2,179,202 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,158,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,158,220 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WIL MERCK | |||||||
| 1 | 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | $5,000 | Yes (X) | |
| NAT CHAMBERLIN | |||||||
| 2 | 95 ELIOT STREET SUITE 2 | MILTON | MA | 02186 | $9,971 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | MERCK & CO., INC. STOCK | NoncashPropertyDesc |
| Fair Market Value | $9,971 | FairMarketValueAmt |
| Received | 2013-11-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $15,450 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,552,388 | EOYBookValueAmt |
| EOYFMV | $6,552,388 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $36,123,581 | EOYBookValueAmt |
| EOYFMV | $36,123,581 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,096,246 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,096,246 | 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 | $13,184,030 | BookValueAmt |
| EOYFMV | $13,184,030 | 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 | $2,386 | $4,410 | $4,410 |
| FURNITURE AND EQUIPMENT | $335 | $335 | $0 | |
| LEASEHOLD IMPROVEMENT | $17,138 | $17,138 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | $108,475 | $114,407 | $114,407 |
| PREPAID EXCISE TAXES | $36,465 | $15,633 | $15,633 |
| PROGRAM RELATED INVESTMENT | $40,000 | $40,000 | $40,000 |
| INVESTMENT LOAN RECEIVABLE | $42,181 | $42,181 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $101,953 | Amount |
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 | $8,377 | $0 | $0 | $8,377 |
| TEMPORARY HELP AND CONSULTANTS | $107,708 | $0 | $0 | $107,708 |
| TELEPHONE EXPENSE | $2,667 | $0 | $0 | $2,667 |
| OFFICE SUPPLIES | $7,120 | $0 | $0 | $7,120 |
| WORKER/PROPERTY/LIABILITY INSURANCE | $2,529 | $0 | $0 | $2,529 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET UNREALIZED GAIN | Description |
| Amount | $9,375,520 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX | Desc |
| BOY Book Value | $125,300 | BOYBookValueAmt |
| EOY Book Value | $312,400 | 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 | $63,750 | $63,750 | $0 | $0 |
| CUSTODY FEES | $32,430 | $32,430 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $361,318 | $511,368 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $37,587 | $0 | $0 | $0 |
| PAYROLL TAXES | $18,253 | $899 | $0 | $17,354 |
| FEDERAL EXCISE AND DEFERRED TAXES | $233,932 | $0 | $0 | $0 |
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