Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
MERCK FAMILY FUND
 

Number and street (or P.O. box number if mail is not delivered to street address)95 ELIOT STREET SUITE 2   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILTON, MA02186
A Employer identification number

22-6063382
B Telephone number (see instructions)

(617) 696-3580
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$60,170,939J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 14,971
2 Check bullet
3 Interest on savings and temporary cash investments 708 708  
4 Dividends and interest from securities...... 978,310 1,025,967  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,179,202
b Gross sales price for all assets on line 6a 28,655,672
7 Capital gain net income (from Part IV, line 2)... 2,179,202
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......   1,225,400  
12 Total. Add lines 1 through 11........ 3,173,191 4,431,277 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 231,295 11,565 0 219,731
14 Other employee salaries and wages...... 101,344 8,327 0 93,017
15 Pension plans, employee benefits....... 41,688 3,426 0 38,262
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,450 0 0 15,450
c Other professional fees (attach schedule).... Click to see attachment 457,498 607,548 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 289,772 899 0 17,354
19 Depreciation (attach schedule) and depletion... 4,784 0 0
20 Occupancy.............. 30,614 0 0 30,614
21 Travel, conferences, and meetings....... 11,814 0 0 11,814
22 Printing and publications.......... 16,412 0 0 16,412
23 Other expenses (attach schedule)....... Click to see attachment 128,401 0 0 128,401
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,329,072 631,765 0 571,055
25 Contributions, gifts, grants paid........ 2,314,221 2,483,771
26 Total expenses and disbursements. Add lines 24 and 25 3,643,293 631,765 0 3,054,826
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -470,102
b Net investment income (if negative, enter -0-) 3,799,512
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 268,984 291,184 291,184
2 Savings and temporary cash investments.......... 1,720,583 1,697,408 1,697,408
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 6,189 9,471 9,471
10a Investments—U.S. and state government obligations (attach schedule) 3,006,705 Click to see attachment2,096,246 2,096,246
b Investments—corporate stock (attach schedule)........ 30,404,860 Click to see attachment36,123,581 36,123,581
c Investments—corporate bonds (attach schedule)........ 5,504,689 Click to see attachment6,552,388 6,552,388
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 10,137,547 Click to see attachment13,184,030 13,184,030
14 Land, buildings, and equipment: basis bullet24,269
Less: accumulated depreciation (attach schedule) bullet19,859 5,096 Click to see attachment4,410 4,410
15 Other assets (describe bullet) Click to see attachment184,940 Click to see attachment212,221 Click to see attachment212,221
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 51,239,593 60,170,939 60,170,939
Liabilities 17 Accounts payable and accrued expenses.......... 40,067 150,398
18 Grants payable................... 654,550 485,000
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment125,300 Click to see attachment312,400
23 Total liabilities (add lines 17 through 22).......... 819,917 947,798
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 50,419,676 59,223,141
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 50,419,676 59,223,141
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 51,239,593 60,170,939
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 50,419,676
2 Enter amount from Part I, line 27a..................... 2 -470,102
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 9,375,520
4 Add lines 1, 2, and 3.......................... 4 59,325,094
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 101,953
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 59,223,141
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a VARIOUS INVESTMENTS   2013-01-01 2013-12-31
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 28,655,672   26,476,470 2,179,202
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       2,179,202
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,179,202
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 3,235,058 49,781,403 0.064985
2011 3,397,107 51,886,795 0.065472
2010 3,769,039 51,769,826 0.072804
2009 4,099,639 46,329,874 0.088488
2008 4,580,628 57,390,265 0.079815
2 Total of line 1, column (d) ...................... 2 0.371564
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.074313
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 54,920,039
5 Multiply line 4 by line 3....................... 5 4,081,273
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 37,995
7 Add lines 5 and 6......................... 7 4,119,268
8 Enter qualifying distributions from Part XII, line 4.............. 8 3,060,483
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 75,990
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 75,990
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 75,990
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 66,031
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 66,031
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 124
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 10,083
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletMERCKFF.ORG
    14
    The books are in care ofbulletTHE MERCK FAMILY FUND Telephone no.bullet (617) 696-3580
    Located atbullet95 ELIOT STREET SUITE 2MILTONMA ZIP+4bullet02186
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JENNY RUSSELL EXECUTIVE DIRECTOR
    40.00     		174,619 56,676 0
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    NAT CHAMBERLIN PRESIDENT
    1.00     		0 0 0
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    HENRY HATCH TRUSTEE
    1.00     		0 0 0
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    ELIZABETH MERCK LAKE SECRETARY
    1.00     		0 0 0
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    WHITNEY HATCH TRUSTEE
    1.00     		0 0 0
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    ELIZA HATCH VICE PRESIDENT
    1.00     		0 0 0
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    KATIE CHAMBERLIN TRUSTEE
    1.00     		0 0 0
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    WIL MERCK TREASURER
    1.00     		0 0 0
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    IAN HATCH TRUSTEE
    1.00     		0 0 0
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    ELLIOTT MERCK TRUSTEE
    1.00     		0 0 0
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    SERENA WHITRIDGE TRUSTEE
    1.00     		0 0 0
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    JAMES MAGUIRE DIR. OF GRANTS MGMT/
    40.00     		83,265 34,262 0
    95 ELIOT STREET
    MILTON,MA02186
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    PINNACLE ASSOCIATES LTD PORTFOLIO MANAGER 134,758
    335 MADISON AVENUE 11TH FLOOR
    NEW YORK,NY10017
    BOSTON COMMON ASSET MANAGEMENT PORTFOLIO MANAGER 109,185
    84 STATE STREET SUITE 1000
    BOSTON,MA02109
    RUTH GOLDMAN PROGRAM CONSULTANT 65,000
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    CAPITAL GUARDIAN PORTFOLIO MANAGER 64,333
    630 FIFTH AVENUE 36TH FLOOR
    NEW YORK,NY10111
    FEDERAL STREET ADVISORS PORTFOLIO MANAGER 63,750
    50 FEDERAL STREET 3RD 84 STATE
    STREET SUITE 1000
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 AWARD CHARITABLE GRANTS THAT BENEFIT THE NATURAL ENVIRONMENT AND SOCIALLY/ECONOMICALLY DISADVANTAGED PERSONS. 73 GRANTS WERE PAID IN 2013. 2,314,221
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,746,002
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    75,990
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    75,990
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,670,012
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,670,012
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    2,670,012
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 2,670,012
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 1,721,835
    b From 2009....... 1,796,975
    c From 2010....... 1,229,146
    d From 2011....... 837,157
    e From 2012....... 812,957
    fTotal of lines 3a through e......... 6,398,070
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 3,060,483
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 2,670,012
    e Remaining amount distributed out of corpus 390,471
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,788,541
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		1,721,835
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		5,066,706
    10 Analysis of line 9:
    a Excess from 2009.... 1,796,975
    b Excess from 2010.... 1,229,146
    c Excess from 2011.... 837,157
    d Excess from 2012.... 812,957
    e Excess from 2013.... 390,471
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NAT CHAMBERLIN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MERCK FAMILY FUND
    95 ELIOT STREET SUITE 2
    MILTON,MA02186
    (617) 696-3580
    bThe form in which applications should be submitted and information and materials they should include:
    STEP 1 - LETTER OF INQUIRY USING THE ONLINE APPLICATION SYSTEM; STEP 2 - FULL PROPOSAL USING THE ONLINE APPLICATION SYSTEM
    cAny submission deadlines:
    AUGUST 1 AND FEBRUARY 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS MADE ONLY TO ORGANIZATIONS THAT ARE TAX EXEMPT
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADDED VALUE AND HERBAN SOLUTIONS INC
    370 VAN BRUNT STREET
    BROOKLYN,NY11231     		GRANTEE PC YOUTH EMPOWERMENT PROGRAM 30,000
    ALLIANCE FOR AFFORDABLE ENERGY
    2372 ST CLAUDE AVE 300A
    NEW ORLEANS,LA70117     		GRANTEE PC ENERGY EFFICIENCY FIRST 30,000
    APPALACHIAN VOICES
    171 GRAND BOULEVARD
    BOONE,NC28607     		GRANTEE PC ENERGY SAVINGS FOR APPALACHIA 35,000
    AS YOU SOW
    1611 TELEGRAPH AVE
    OAKLAND,CA94612     		GRANTEE PC CONSUMER PACKAGING INITIATIVE 20,000
    ASSOCIATED GRANTMAKERS OF MASSACHUSETTS
    133 FEDERAL STREET
    BOSTON,MA02110     		GRANTEE PC MEMBERSHIP GRANT 3,150
    AUDUBON SOUTH CAROLINA
    336 SANCTUARY ROAD
    HARLEYVILLE,SC29448     		GRANTEE PC HABITAT CONSERVATION: FORESTED WETLANDS OF SC-BEIDLER FOREST AND OTHER FOREST BLOCKS 35,000
    BLUE RIDGE FOREVER
    34 WALL STREET
    ASHEVILLE,NC288012710     		GRANTEE PC BLUE RIDGE FOREVER 20,000
    BOSTON NATURAL AREAS NETWORK
    62 SUMMER ST
    BOSTON,MA02110     		GRANTEE PC YOUTH GROWING CORPS 35,000
    BROOKLYN RESCUE MISSION
    255 BAINBRIDGE ST
    BROOKLYN,NY11233     		GRANTEE PC GROWING SUCCESS 20,000
    CAMDEN CITY GARDEN CLUB INC
    3 RIVERSIDE DRIVE
    CAMDEN,NJ08103     		GRANTEE PC URBAN FARMING AND YOUTH EMPLOYMENT AND TRAINING 35,000
    CAPITAL DISTRICT COMMUNITY GARDENS
    40 RIVER STREET
    TROY,NY12180     		GRANTEE PC THE PRODUCE PROJECT 20,000
    CENTER FOR CLIMATE STRATEGIES INC
    1800 K STREET NW
    WASHINGTON,DC20006     		GRANTEE PC ENERGY EFFICIENCY IN THE SOUTHEAST 15,000
    CENTER FOR ENVIRONMENTAL TRANSFORMATION
    1729 FERRY AVENUE
    CAMDEN,NJ08104     		GRANTEE PC GENERAL SUPPORT 25,000
    CERES
    99 CHAUNCY ST 6TH FL
    BOSTON,MA02111     		GRANTEE PC PROMOTING RISK-AWARE REGULATION TO ACCELERATE ENERGY EFFICIENCY DEPLOYMENT 60,000
    CITY GREEN INC
    171 GROVE STREET
    CLIFTON,NJ07013     		GRANTEE PC GROWING STRONG URBAN FARM AND MARKET INTERN PROGRAM 30,000
    COASTAL CONSERVATION LEAGUE
    PO BOX 1765
    CHARLESTON,SC294021765     		GRANTEE PC ENERGY AND CLIMATE PROGRAM 50,000
    COMMON GROUND - NEW HAVEN ECOLOGY PROJECT
    358 SPRINGSIDE AVENUE
    NEW HAVEN,CT06515     		GRANTEE PC YOUTH LEADERSHIP FOR URBAN FOOD JUSTICE 30,000
    CONFLUENCE PHILANTHROPY
    475 RIVERSIDE DRIVE
    NEW YORK,NY10115     		GRANTEE PC MEMBERSHIP GRANT 5,000
    CONSERVATION LAW FOUNDATION
    62 SUMMER ST
    BOSTON,MA02110     		GRANTEE PC ENERGY EFFICIENCY ADVOCACY 50,000
    CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
    PRESIDIO BUILDING 1016 SECOND FLOOR
    SAN FRANCISCO,CA941290361     		GRANTEE PC MEMBERSHIP GRANT 4,550
    CULTIVATING COMMUNITY
    52 MAYO STREET
    PORTLAND,ME041013792     		GRANTEE PC YOUTH & COMMUNITY FARM PROGRAMS 25,000
    DOGWOOD ALLIANCE
    PO BOX 7645
    ASHEVILLE,NC28802     		GRANTEE PC CARBON CANOPY PROJECT 25,000
    ENERGY FOUNDATION
    301 BATTERY ST
    SAN FRANCISCO,CA94111     		GRANTEE PC 2013 ENERGY EFFICIENCY ADVOCATES CONFERENCE 20,000
    ENVIRONMENT NORTHEAST
    PO BOX 583
    ROCKPORT,ME04856     		GRANTEE PC ADVANCING ENERGY EFFICIENCY AND RGGI IN THE NORTHEAST 100,000
    ENVIRONMENTAL AND ENERGY STUDY INSTITUTE
    1112 16TH ST NW
    WASHINGTON,DC20036     		GRANTEE PC ON-BILL FINANCING: TAKING IT TO THE NEXT LEVEL 25,000
    ENVIRONMENTAL GRANTMAKERS
    475 RIVERSIDE DRIVE
    NEW YORK,NY10115     		GRANTEE PC MEMBERSHIP GRANT 6,671
    ENVIRONMENTAL PAPER NETWORK
    16 EAGLE ST STE 200
    ASHEVILLE,NC28801     		GRANTEE PC GENERAL SUPPORT 35,000
    FEDERATION OF NEIGHBORHOOD CENTERS
    1528 WALNUT STREET
    PHILADELPHIA,PA19102     		GRANTEE PC TEENS4GOOD 40,000
    FOREST GUILD INC
    PO BOX 519
    SANTA FE,NM87504     		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,WA98225     		GRANTEE PC DRIVING THE MARKET FOR MORE ENVIRONMENTALLY RESPONSIBLE PAPER 40,000
    FRESH NEW LONDON
    89 SOUTH STREET
    BOSTON,MA02111     		GRANTEE PC GENERAL SUPPORT 25,000
    FUNDERS NETWORK FOR SMART GROWTH
    1500 SAN REMO AVE
    CORAL GABLES,FL33146     		GRANTEE PC MEMBERSHIP GRANT 5,000
    GARDENING THE COMMUNITY
    250 ALBANY ST
    SPRINGFIELD,MA01105     		GRANTEE PC GENERAL SUPPORT 25,000
    GEORGETOWN CLIMATE INSTITUTE
    444 N CAPITOL STREET
    WASHINGTON,DC20001     		GRANTEE PC STATE ENERGY ANALYSIS TOOL 25,000
    GREATER NEWARK CONSERVANCY
    32 PRINCE STREET
    NEWARK,NJ07103     		GRANTEE PC URBAN FARMING & FOOD ACCESS INITIATIVE 30,000
    GREEN AMERICA
    1612 K STREET NW SUITE 600
    WASHINGTON,DC20006     		GRANTEE PC BETTER PAPER PROJECT 30,000
    GREEN GUERILLAS
    232 E 11TH STREET
    NEW YORK,NY10003     		GRANTEE PC HIGH SCHOOL FOR PUBLIC SERVICE YOUTH FARM 30,000
    GREEN PRESS INITIATIVE
    68 MORNINGSIDE DRIVE
    ASHEVILLE,NC28806     		GRANTEE PC GENERAL SUPPORT 30,000
    GROUNDWORK LAWRENCE
    60 ISLAND STREET
    LAWRENCE,MA01840     		GRANTEE PC GREEN TEAM 25,000
    HARTFORD FOOD SYSTEM INC
    86 PARK STREET
    HARTFORD,CT06106     		GRANTEE PC GROW HARTFORD 25,000
    LAND TRUST ALLIANCE
    1660 L ST NW STE 1100
    WASHINGTON,DC20036     		GRANTEE PC ADVANCING THE EXCELLENCE OF SOUTHEAST LAND TRUSTS - GENERAL SUPPORT 35,000
    LOWCOUNTRY OPEN LAND TRUST
    80 ALEXANDER STREET
    CHARLESTOWN,SC29403     		GRANTEE PC GENERAL SUPPORT MATCHING GRANT 10,000
    MAKE THE ROAD NEW YORK
    301 GROVE STREET
    BROOKLYN,NY11237     		GRANTEE PC NEIGHBORHOOD ROOTS INITIATIVE 25,000
    MASSACHUSETTS AVENUE PROJECT
    271 GRANT STREET
    BUFFALO,NY14213     		GRANTEE PC GROWING GREEN 30,000
    MATTAPAN FOOD AND FITNESS COALITION
    1613 BLUE HILL AVE SUITE 303
    MATTAPAN,MA02126     		GRANTEE PC GENERAL SUPPORT 10,000
    MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT
    433 CHESTNUT STREET
    BEREA,KY40403     		GRANTEE PC CLEAN ENERGY IN APPALACHIAN KENTUCKY 50,000
    NATIONAL CAUCUS OF ENVIRONMENTAL LEGISLATORS
    1301 PENNSYLVANIA AVENUE NW SUITE
    800
    WASHINGTON,DC20004     		GRANTEE PC STATE-BASED DEFENSE OF CLEAN ENERGY STRATEGIES, RENEWABLE PORTFOLIO STANDARDS AND ENERGY EFFICIENCY 30,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 W 20TH STREET
    NEW YORK,NY10011     		GRANTEE PC DEFENDING THE CUMBERLAND PLATEAU 50,000
    NORRIS SQUARE NEIGHBORHOOD PROJECT
    2141 N HOWARD ST
    PHILADELPHIA,PA19122     		GRANTEE PC YOUTH LEADERSHIP AND URBAN GARDEN PROGRAM 20,000
    NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS (NEEP)
    91 HARTWELL AVENUE
    LEXINGTON,MA02421     		GRANTEE PC GENERAL SUPPORT 100,000
    NORTHEAST SUSTAINABLE AGRICULTURE WORKING GROUP
    PO BOX 334
    IRVINGTON,NY10533     		GRANTEE PC MEMBERSHIP GRANT 2,500
    NORTHEAST SUSTAINABLE AGRICULTURE WORKING GROUP
    PO BOX 334
    IRVINGTON,NY10533     		GRANTEE PC NESAWG CONFERENCE 1,300
    NORTHSTAR FUND
    520 8TH AVE 2203
    NEW YORK,NY10018     		GRANTEE PC COMMUNITY FOOD FUNDERS MEMBERSHIP GRANT 7,500
    NUESTRAS RAICES
    329 MAIN ST
    HOLYOKE,MA01040     		GRANTEE PC SIEMBRA SIEMPRE 28,000
    ORGANIZATION FOR REFUGEE AND IMMIGRANT SUCCESS
    521 MAPLE ST
    MANCHESTER,NH03104     		GRANTEE PC FARM AND FOOD LEADERS INTERNSHIP PROGRAM 20,000
    PENNSYLVANIA HORTICULTURAL SOCIETY
    100 N 20TH STREET
    PHILADELPHIA,PA19103     		GRANTEE PC STRAWBERRY MANSION GREEN RESOURCE CENTER 20,000
    PRODUCT STEWARDSHIP INSTITUTE
    29 STANHOPE STREET
    BOSTON,MA02116     		GRANTEE PC SOURCE REDUCTION OF PHONE BOOKS AND DIRECT MAIL 25,000
    PUBLIC INTEREST LAW CENTER OF PHILADELPHIA
    PUBLIC INTEREST LAW CENTER OF
    PHILADELPHIA
    PHILADELPHIA,PA19103     		GRANTEE PC GARDEN JUSTICE LEGAL INITIATIVE (GJLI) 25,300
    REGIONAL ENVIRONMENTAL COUNCIL INC
    PS BOX 255
    WORCESTER,MA01613     		GRANTEE PC YOUTHGROW (YOUTH GROWING ORGANICS IN WORCESTER) 30,000
    RESOURCES FOR THE FUTURE
    1616 P STREET NW
    WASHINGTON,DC20036     		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,GA30303     		GRANTEE PC SEEA PUBLIC SERVICE COMMISSIONS (PSCS) ENGAGEMENT SUPPORT 25,000
    SOUTHERN ALLIANCE FOR CLEAN ENERGY
    PO BOX 1842
    KNOXVILLE,TN37901     		GRANTEE PC PROMOTING ENERGY EFFICIENCY IN THE SOUTHEAST 150,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    201 WEST MAIN STREET SUITE 14
    CHARLOTTESVILLE,VA22902     		GRANTEE PC PROMOTING ENERGY EFFICIENCY AS THE FIRST ENERGY RESOURCE OF THE SOUTHEAST 150,000
    SOUTHWINGS
    35 HAYWOOD ST
    ASHEVILLE,NC28801     		GRANTEE PC SOUTHERN APPALACHIAN CONSERVATION PROGRAM 15,000
    ST MARY'S NUTRITION CENTER
    PO BOX 7291
    LEWISTON,ME04097     		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,CA93101     		GRANTEE PC MEMBERSHIP GRANT 5,000
    THE FOOD PROJECT
    10 LEWIS STREET
    LINCOLN,MA01773     		GRANTEE PC YOUTH CULTIVATING URBAN COMMUNITIES THROUGH SUSTAINABLE AGRICULTURE 27,000
    THE JORDAN INSTITUTE INC
    17 DEPOT ST
    CONCORD,NH033014904     		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,TN37203     		GRANTEE PC SOUTH CUMBERLAND PROJECT 35,000
    THE NEW SCHOOL TISHMAN ENVIRONMENT AND DESIGN CENTER
    66 WEST 12TH STREET
    NEW YORK,NY10011     		GRANTEE PC FIVE BOROUGH FARM RESEARCH ASSISTANTS 2,500
    THE POINT COMMUNITY DEVELOPMENT CORPORATION
    940 GARRISON AVENUE
    BRONX,NY10474     		GRANTEE PC SOUTH BRONX FOOD JUSTICE & URBAN AGRICULTURE PROJECT 15,000
    THE SUSTAINABILITY FUNDERS
    PO BOX 9346
    BERKELY,CA94709     		GRANTEE PC GENERAL SUPPORT 7,500
    THE VILLAGE OF ARTS AND HUMANITIES
    2544 GERMANTOWN AVE
    PHILADELPHIA,PA19133     		GRANTEE PC PHILLYEARTH: CENTER FOR ENVIRONMENTAL EDUCATION 25,000
    THE WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036     		GRANTEE PC PROTECTING WILDLANDS WITHIN ANCIENT CULTURAL LANDSCAPES IN THE SOUTHERN APPALACHIANS 60,000
    TIDES FOUNDATION
    PO BOX 29198
    SAN FRANCISCO,CA94129     		GRANTEE PC CANOPY'S FROM POLICIES TO PRACTICE: SECURING FOREST PROTECTION WITH MARKET LEVERAGE 60,000
    UNITED COMMUNITY CENTERS
    613 NEW LOTS AVENUE
    BROOKLYN,NY11207     		GRANTEE PC EAST NEW YORK FARMS! 30,000
    UNITED TEEN EQUALITY CENTER
    34 HURD STREET
    LOWELL,MA01852     		GRANTEE PC ENGAGING PROVEN-RISK YOUTH IN URBAN FARMING & HEALTHY FOODS ACCESS 15,000
    URBAN FARMING INSTITUTE
    29 DUNREATH STREET 3
    ROXBURY,MA02119     		GRANTEE PC GENERAL SUPPORT 500
    URBAN TREE CONNECTION
    5125 WOODBINE AVENUE
    PHILADELPHIA,PA191312404     		GRANTEE PC NEIGHBORHOOD FOODS YOUTH LEADERSHIP PROGRAM 22,500
    US CLIMATE ACTION NETWORK
    1810 16TH STREET
    WASHINGTON,DC20009     		GRANTEE PC SOUTHEAST CLIMATE & ENERGY NETWORK (SCEN) 25,000
    VISIONS INC
    48 JUNIPER STREET
    ROXBURY,MA02119     		GRANTEE PC SUPPORT INSTITUTE & FOLLOWUP CONSULTING 4,300
    VISIONS INC
    48 JUNIPER STREET
    ROXBURY,MA02119     		GRANTEE PC SUPPORT INSTITUTE & FOLLOWUP CONSULTING 3,500
    Total .................................bullet 3a 2,483,771
    bApproved for future payment
    COASTAL CONSERVATION LEAGUE
    PO BOX 1765
    CHARLESTON,SC29402     		GRANTEE PC ENERGY AND CLIMATE PROGRAM 50,000
    ENVIRONMENTAL PAPER NETWORK
    16 EAGLE STREET
    ASHEVILLE,NC28801     		GRANTEE PC GENERAL SUPPORT 35,000
    FRESH NEW LONDON
    89 SOUTH STREET
    BOSTON,MA02111     		GRANTEE PC GENERAL SUPPORT 25,000
    GEORGETOWN CLIMATE CENTER
    444 N CAPITOL STREET
    WASHINGTON,DC20001     		GRANTEE PC STATE ENERGY ANALYSIS TOOL 25,000
    GREEN GUERILLAS
    232 E 11TH STREET
    NEW YORK,NY10003     		GRANTEE PC HIGH SCHOOL FOR PUBLIC SERVICE YOUTH FARM 30,000
    HARTFORD FOOD SYSTEM INC
    1 CONGRESS STREET
    HARTFORD,CT06114     		GRANTEE PC GROW HARTFORD 25,000
    LAND TRUST ALLIANCE
    1660 L ST NW STE 1100
    WASHINGTON,DC20036     		GRANTEE PC ADVANCING THE EXCELLENCE OF SOUTHEAST LAND TRUSTS - GENERAL SUPPORT 35,000
    RESOURCES FOR THE FUTURE
    1616 P STREET NW
    WASHINGTON,DC20036     		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,VA22902     		GRANTEE PC PROMOTING ENERGY EFFICIENCY AS THE FIRST ENERGY RESOURCE OF THE SOUTHEAST 150,000
    SOUTHWINGS
    35 HAYWOOD ST
    ASHEVILLE,NC28801     		GRANTEE PC SOUTHERN APPALACHIAN CONSERVATION PROGRAM 10,000
    THE JORDAN INSTITUTE
    6 DIXON AVE
    CONCORD,NH03301     		GRANTEE PC SCALING UP: TRANSFORMING BUILDING ENERGY USAGE IN NH'S C&I SECTOR 50,000
    Total .................................bullet 3b 485,000
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 708  
    4 Dividends and interest from securities....     14 978,310  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16    
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 2,179,202  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,158,220 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,158,220
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    MERCK FAMILY FUND
     
    Employer identification number

    22-6063382
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    MERCK FAMILY FUND
          		Employer identification number

    22-6063382
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    WIL MERCK  
    95 ELIOT STREET SUITE 2
     
    MILTON, MA02186

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    NAT CHAMBERLIN  
    95 ELIOT STREET SUITE 2
     
    MILTON, MA02186

    		$9,971


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    MERCK FAMILY FUND
          		Employer identification number

    22-6063382
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 MERCK & CO., INC. STOCK $9,971 2013-11-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    MERCK FAMILY FUND
          		Employer identification number

    22-6063382
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING SERVICES 15,450 0 0 15,450

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 6,552,388 6,552,388

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 36,123,581 36,123,581

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    US Government Securities - End of Year Book Value:

    2,096,246
    US Government Securities - End of Year Fair Market Value:

    2,096,246
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIMITED PARTNERSHIPS FMV 13,184,030 13,184,030

    TY 2013 LandEtcSchedule2
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTERS AND SOFTWARE 6,796 2,386 4,410 4,410
    FURNITURE AND EQUIPMENT 335 335 0  
    LEASEHOLD IMPROVEMENT 17,138 17,138 0  


    TY 2013 OtherAssetsSchedule
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    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


    TY 2013 OtherDecreasesSchedule
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Description Amount
    PRIOR PERIOD ADJUSTMENT 101,953


    TY 2013 OtherExpensesSchedule
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2013 OtherIncreasesSchedule
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Description Amount
    NET UNREALIZED GAIN 9,375,520


    TY 2013 OtherLiabilitiesSchedule
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX 125,300 312,400


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2013 TaxesSchedule
    Name:
    MERCK FAMILY FUND
    EIN: 22-6063382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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