2014-10-28T14:29:13-05:00 2013-12-31 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990PF 2013-01-01 226063382 MERCK FAMILY FUND MERC 6176963580 95 ELIOT STREET SUITE 2 MILTON MA 02186 NAT CHAMBERLIN PRESIDENT 6176963580 2014-10-28 1 MATTHEW TROIANO CPA P01263939 5083669100 2014-10-28 2013 2015-12-30 17:16:21Z X 60170939 X 14971 708 708 978310 1025967 2179202 28655672 2179202 1225400 3173191 4431277 0 231295 11565 0 219731 101344 8327 0 93017 41688 3426 0 38262 15450 0 0 15450 457498 607548 0 0 289772 899 0 17354 4784 0 0 30614 0 0 30614 11814 0 0 11814 16412 0 0 16412 128401 0 0 128401 1329072 631765 0 571055 2314221 2483771 3643293 631765 0 3054826 -470102 3799512 0 268984 291184 291184 1720583 1697408 1697408 6189 9471 9471 3006705 2096246 2096246 30404860 36123581 36123581 5504689 6552388 6552388 10137547 13184030 13184030 24269 19859 5096 4410 4410 184940 212221 212221 51239593 60170939 60170939 40067 150398 654550 485000 125300 312400 819917 947798 X 50419676 59223141 50419676 59223141 51239593 60170939 50419676 -470102 9375520 59325094 101953 59223141 VARIOUS INVESTMENTS 2013-01-01 2013-12-31 28655672 26476470 2179202 2179202 2179202 0 3235058 49781403 0.064985 3397107 51886795 0.065472 3769039 51769826 0.072804 4099639 46329874 0.088488 4580628 57390265 0.079815 0.371564 0.074313 54920039 4081273 37995 4119268 3060483 75990 0 75990 0 75990 66031 66031 X 124 10083 0 0 0 0 0 0 0 0 0 0 1 1 MA 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 174619 56676 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 JAMES MAGUIRE 95 ELIOT STREET MILTON MA 02186 DIR. OF GRANTS MGMT/ 40.00 83265 34262 0 0 PINNACLE ASSOCIATES LTD 335 MADISON AVENUE 11TH FLOOR NEW YORK NY 10017 PORTFOLIO MANAGER 134758 BOSTON COMMON ASSET MANAGEMENT 84 STATE STREET SUITE 1000 BOSTON MA 02109 PORTFOLIO MANAGER 109185 RUTH GOLDMAN 95 ELIOT STREET SUITE 2 MILTON MA 02186 PROGRAM CONSULTANT 65000 CAPITAL GUARDIAN 630 FIFTH AVENUE 36TH FLOOR NEW YORK NY 10111 PORTFOLIO MANAGER 64333 FEDERAL STREET ADVISORS 50 FEDERAL STREET 3RD 84 STATE STREET SUITE 1000 BOSTON MA 02110 PORTFOLIO MANAGER 63750 0 AWARD CHARITABLE GRANTS THAT BENEFIT THE NATURAL ENVIRONMENT AND SOCIALLY/ECONOMICALLY DISADVANTAGED PERSONS. 73 GRANTS WERE PAID IN 2013. 2314221 0 0 53005424 2750961 0 55756385 0 0 55756385 836346 54920039 2746002 2746002 75990 75990 2670012 0 2670012 0 2670012 3054826 0 5657 3060483 0 3060483 2670012 0 0 1721835 1796975 1229146 837157 812957 6398070 3060483 0 0 0 2670012 390471 0 0 6788541 0 0 0 0 0 0 1721835 5066706 1796975 1229146 837157 812957 390471 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 INC 370 VAN BRUNT STREET BROOKLYN NY 11231 GRANTEE PC YOUTH EMPOWERMENT PROGRAM 30000 ALLIANCE FOR AFFORDABLE ENERGY 2372 ST CLAUDE AVE 300A NEW ORLEANS LA 70117 GRANTEE PC ENERGY EFFICIENCY FIRST 30000 APPALACHIAN VOICES 171 GRAND BOULEVARD BOONE NC 28607 GRANTEE PC ENERGY SAVINGS FOR APPALACHIA 35000 AS YOU SOW 1611 TELEGRAPH AVE OAKLAND CA 94612 GRANTEE PC CONSUMER PACKAGING INITIATIVE 20000 ASSOCIATED GRANTMAKERS OF MASSACHUSETTS 133 FEDERAL STREET BOSTON MA 02110 GRANTEE PC MEMBERSHIP GRANT 3150 AUDUBON SOUTH CAROLINA 336 SANCTUARY ROAD HARLEYVILLE SC 29448 GRANTEE PC HABITAT CONSERVATION: FORESTED WETLANDS OF SC-BEIDLER FOREST AND OTHER FOREST BLOCKS 35000 BLUE RIDGE FOREVER 34 WALL STREET ASHEVILLE NC 288012710 GRANTEE PC BLUE RIDGE FOREVER 20000 BOSTON NATURAL AREAS NETWORK 62 SUMMER ST BOSTON MA 02110 GRANTEE PC YOUTH GROWING CORPS 35000 BROOKLYN RESCUE MISSION 255 BAINBRIDGE ST BROOKLYN NY 11233 GRANTEE PC GROWING SUCCESS 20000 CAMDEN CITY GARDEN CLUB INC 3 RIVERSIDE DRIVE CAMDEN NJ 08103 GRANTEE PC URBAN FARMING AND YOUTH EMPLOYMENT AND TRAINING 35000 CAPITAL DISTRICT COMMUNITY GARDENS 40 RIVER STREET TROY NY 12180 GRANTEE PC THE PRODUCE PROJECT 20000 CENTER FOR CLIMATE STRATEGIES INC 1800 K STREET NW WASHINGTON DC 20006 GRANTEE PC ENERGY EFFICIENCY IN THE SOUTHEAST 15000 CENTER FOR ENVIRONMENTAL TRANSFORMATION 1729 FERRY AVENUE CAMDEN NJ 08104 GRANTEE PC GENERAL SUPPORT 25000 CERES 99 CHAUNCY ST 6TH FL BOSTON MA 02111 GRANTEE PC PROMOTING RISK-AWARE REGULATION TO ACCELERATE ENERGY EFFICIENCY DEPLOYMENT 60000 CITY GREEN INC 171 GROVE STREET CLIFTON NJ 07013 GRANTEE PC GROWING STRONG URBAN FARM AND MARKET INTERN PROGRAM 30000 COASTAL CONSERVATION LEAGUE PO BOX 1765 CHARLESTON SC 294021765 GRANTEE PC ENERGY AND CLIMATE PROGRAM 50000 COMMON GROUND - 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GENERAL SUPPORT 35000 LOWCOUNTRY OPEN LAND TRUST 80 ALEXANDER STREET CHARLESTOWN SC 29403 GRANTEE PC GENERAL SUPPORT MATCHING GRANT 10000 MAKE THE ROAD NEW YORK 301 GROVE STREET BROOKLYN NY 11237 GRANTEE PC NEIGHBORHOOD ROOTS INITIATIVE 25000 MASSACHUSETTS AVENUE PROJECT 271 GRANT STREET BUFFALO NY 14213 GRANTEE PC GROWING GREEN 30000 MATTAPAN FOOD AND FITNESS COALITION 1613 BLUE HILL AVE SUITE 303 MATTAPAN MA 02126 GRANTEE PC GENERAL SUPPORT 10000 MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT 433 CHESTNUT STREET BEREA KY 40403 GRANTEE PC CLEAN ENERGY IN APPALACHIAN KENTUCKY 50000 NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS 1301 PENNSYLVANIA AVENUE NW SUITE 800 WASHINGTON DC 20004 GRANTEE PC STATE-BASED DEFENSE OF CLEAN ENERGY STRATEGIES, RENEWABLE PORTFOLIO STANDARDS AND ENERGY EFFICIENCY 30000 NATURAL RESOURCES DEFENSE COUNCIL 40 W 20TH STREET NEW YORK NY 10011 GRANTEE PC DEFENDING THE CUMBERLAND PLATEAU 50000 NORRIS SQUARE NEIGHBORHOOD PROJECT 2141 N HOWARD ST PHILADELPHIA PA 19122 GRANTEE PC YOUTH LEADERSHIP AND URBAN GARDEN PROGRAM 20000 NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS (NEEP) 91 HARTWELL AVENUE LEXINGTON MA 02421 GRANTEE PC GENERAL SUPPORT 100000 NORTHEAST SUSTAINABLE AGRICULTURE WORKING GROUP PO BOX 334 IRVINGTON NY 10533 GRANTEE PC MEMBERSHIP GRANT 2500 NORTHEAST SUSTAINABLE AGRICULTURE WORKING GROUP PO BOX 334 IRVINGTON NY 10533 GRANTEE PC NESAWG CONFERENCE 1300 NORTHSTAR FUND 520 8TH AVE 2203 NEW YORK NY 10018 GRANTEE PC COMMUNITY FOOD FUNDERS MEMBERSHIP GRANT 7500 NUESTRAS RAICES 329 MAIN ST HOLYOKE MA 01040 GRANTEE PC SIEMBRA SIEMPRE 28000 ORGANIZATION FOR REFUGEE AND IMMIGRANT SUCCESS 521 MAPLE ST MANCHESTER NH 03104 GRANTEE PC FARM AND FOOD LEADERS INTERNSHIP PROGRAM 20000 PENNSYLVANIA HORTICULTURAL SOCIETY 100 N 20TH STREET PHILADELPHIA PA 19103 GRANTEE PC STRAWBERRY MANSION GREEN RESOURCE CENTER 20000 PRODUCT STEWARDSHIP INSTITUTE 29 STANHOPE STREET BOSTON MA 02116 GRANTEE PC SOURCE REDUCTION OF PHONE BOOKS AND DIRECT MAIL 25000 PUBLIC INTEREST LAW CENTER OF PHILADELPHIA PUBLIC INTEREST LAW CENTER OF PHILADELPHIA PHILADELPHIA PA 19103 GRANTEE PC GARDEN JUSTICE LEGAL INITIATIVE (GJLI) 25300 REGIONAL ENVIRONMENTAL COUNCIL INC PS BOX 255 WORCESTER MA 01613 GRANTEE PC YOUTHGROW (YOUTH GROWING ORGANICS IN WORCESTER) 30000 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 50000 SOUTHEAST ENERGY EFFICIENCY ALLIANCE 50 HURT PLAZA ATLANTA GA 30303 GRANTEE PC SEEA PUBLIC SERVICE COMMISSIONS (PSCS) ENGAGEMENT SUPPORT 25000 SOUTHERN ALLIANCE FOR CLEAN ENERGY PO BOX 1842 KNOXVILLE TN 37901 GRANTEE PC PROMOTING ENERGY EFFICIENCY IN THE SOUTHEAST 150000 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 150000 SOUTHWINGS 35 HAYWOOD ST ASHEVILLE NC 28801 GRANTEE PC SOUTHERN APPALACHIAN CONSERVATION PROGRAM 15000 ST MARY'S NUTRITION CENTER PO BOX 7291 LEWISTON ME 04097 GRANTEE PC TELLING OUR STORIES: RAISING UP YOUTH VOICES IN FOOD JUSTICE 27000 SUSTAINABLE AGRICULTURE AND FOOD SYSTEM 16 W MISSION ST SANTA BARBARA CA 93101 GRANTEE PC MEMBERSHIP GRANT 5000 THE FOOD PROJECT 10 LEWIS STREET LINCOLN MA 01773 GRANTEE PC YOUTH CULTIVATING URBAN COMMUNITIES THROUGH SUSTAINABLE AGRICULTURE 27000 THE JORDAN INSTITUTE INC 17 DEPOT ST CONCORD NH 033014904 GRANTEE PC SCALING UP: TRANSFORMING BUILDING ENERGY USAGE IN NH'S C&I SECTOR 50000 THE LAND TRUST FOR TENNESSEE 209 10TH AVENUE SOUTH - SUITE 511 NASHVILLE TN 37203 GRANTEE PC SOUTH CUMBERLAND PROJECT 35000 THE NEW SCHOOL TISHMAN ENVIRONMENT AND DESIGN CENTER 66 WEST 12TH STREET NEW YORK NY 10011 GRANTEE PC FIVE BOROUGH FARM RESEARCH ASSISTANTS 2500 THE POINT COMMUNITY DEVELOPMENT CORPORATION 940 GARRISON AVENUE BRONX NY 10474 GRANTEE PC SOUTH BRONX FOOD JUSTICE & URBAN AGRICULTURE PROJECT 15000 THE SUSTAINABILITY FUNDERS PO BOX 9346 BERKELY CA 94709 GRANTEE PC GENERAL SUPPORT 7500 THE VILLAGE OF ARTS AND HUMANITIES 2544 GERMANTOWN AVE PHILADELPHIA PA 19133 GRANTEE PC PHILLYEARTH: CENTER FOR ENVIRONMENTAL EDUCATION 25000 THE WILDERNESS SOCIETY 1615 M STREET NW WASHINGTON DC 20036 GRANTEE PC PROTECTING WILDLANDS WITHIN ANCIENT CULTURAL LANDSCAPES IN THE SOUTHERN APPALACHIANS 60000 TIDES FOUNDATION PO BOX 29198 SAN FRANCISCO CA 94129 GRANTEE PC CANOPY'S FROM POLICIES TO PRACTICE: SECURING FOREST PROTECTION WITH MARKET LEVERAGE 60000 UNITED COMMUNITY CENTERS 613 NEW LOTS AVENUE BROOKLYN NY 11207 GRANTEE PC EAST NEW YORK FARMS! 30000 UNITED TEEN EQUALITY CENTER 34 HURD STREET LOWELL MA 01852 GRANTEE PC ENGAGING PROVEN-RISK YOUTH IN URBAN FARMING & HEALTHY FOODS ACCESS 15000 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 22500 US CLIMATE ACTION NETWORK 1810 16TH STREET WASHINGTON DC 20009 GRANTEE PC SOUTHEAST CLIMATE & ENERGY NETWORK (SCEN) 25000 VISIONS INC 48 JUNIPER STREET ROXBURY MA 02119 GRANTEE PC SUPPORT INSTITUTE & FOLLOWUP CONSULTING 4300 VISIONS INC 48 JUNIPER STREET ROXBURY MA 02119 GRANTEE PC SUPPORT INSTITUTE & FOLLOWUP CONSULTING 3500 2483771 COASTAL CONSERVATION LEAGUE PO BOX 1765 CHARLESTON SC 29402 GRANTEE PC ENERGY AND CLIMATE PROGRAM 50000 ENVIRONMENTAL PAPER NETWORK 16 EAGLE STREET ASHEVILLE NC 28801 GRANTEE PC GENERAL SUPPORT 35000 FRESH NEW LONDON 89 SOUTH STREET BOSTON MA 02111 GRANTEE PC GENERAL SUPPORT 25000 GEORGETOWN CLIMATE CENTER 444 N CAPITOL STREET WASHINGTON DC 20001 GRANTEE PC STATE ENERGY ANALYSIS TOOL 25000 GREEN GUERILLAS 232 E 11TH STREET NEW YORK NY 10003 GRANTEE PC HIGH SCHOOL FOR PUBLIC SERVICE YOUTH FARM 30000 HARTFORD FOOD SYSTEM INC 1 CONGRESS STREET HARTFORD CT 06114 GRANTEE PC GROW HARTFORD 25000 LAND TRUST ALLIANCE 1660 L ST NW STE 1100 WASHINGTON DC 20036 GRANTEE PC ADVANCING THE EXCELLENCE OF SOUTHEAST LAND TRUSTS - GENERAL SUPPORT 35000 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 50000 SOUTHERN ENVIRONMENTAL LAW CENTER 201 WEST MAIN STREET CHARLOTTESVILLE VA 22902 GRANTEE PC PROMOTING ENERGY EFFICIENCY AS THE FIRST ENERGY RESOURCE OF THE SOUTHEAST 150000 SOUTHWINGS 35 HAYWOOD ST ASHEVILLE NC 28801 GRANTEE PC SOUTHERN APPALACHIAN CONSERVATION PROGRAM 10000 THE JORDAN INSTITUTE 6 DIXON AVE CONCORD NH 03301 GRANTEE PC SCALING UP: TRANSFORMING BUILDING ENERGY USAGE IN NH'S C&I SECTOR 50000 485000 14 708 14 978310 16 18 2179202 0 3158220 0 3158220 0 0 0 0 0 0 0 0 0 0 X X 1 WIL MERCK 95 ELIOT STREET SUITE 2 MILTON MA 02186 5000 X 2 NAT CHAMBERLIN 95 ELIOT STREET SUITE 2 MILTON MA 02186 9971 X 2 MERCK & CO., INC. STOCK 9971 2013-11-30 ACCOUNTING SERVICES 15450 0 0 15450 CORPORATE BONDS 6552388 6552388 CORPORATE STOCK 36123581 36123581 2096246 2096246 0 0 LIMITED PARTNERSHIPS FMV 13184030 13184030 COMPUTERS AND SOFTWARE 6796 2386 4410 4410 FURNITURE AND EQUIPMENT 335 335 0 LEASEHOLD IMPROVEMENT 17138 17138 0 INTEREST AND DIVIDENDS RECEIVABLE 108475 114407 114407 PREPAID EXCISE TAXES 36465 15633 15633 PROGRAM RELATED INVESTMENT 40000 40000 40000 INVESTMENT LOAN RECEIVABLE 42181 42181 PRIOR PERIOD ADJUSTMENT 101953 MISCELLANEOUS EXPENSES 8377 0 0 8377 TEMPORARY HELP AND CONSULTANTS 107708 0 0 107708 TELEPHONE EXPENSE 2667 0 0 2667 OFFICE SUPPLIES 7120 0 0 7120 WORKER/PROPERTY/LIABILITY INSURANCE 2529 0 0 2529 NET UNREALIZED GAIN 9375520 DEFERRED EXCISE TAX 125300 312400 INVESTMENT ADVISORY FEES 63750 63750 0 0 CUSTODY FEES 32430 32430 0 0 INVESTMENT MANAGEMENT FEES 361318 511368 0 0 FOREIGN TAXES PAID 37587 0 0 0 PAYROLL TAXES 18253 899 0 17354 FEDERAL EXCISE AND DEFERRED TAXES 233932 0 0 0