Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MERRILL FAMILY CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)ONE POST OFFICE SQUARE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

22-3494040
B Telephone number (see instructions)

(617) 482-1776
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,966,365J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 7,768 7,768  
4 Dividends and interest from securities... 32,072 32,072  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 503,291
b Gross sales price for all assets on line 6a 790,670
7 Capital gain net income (from Part IV, line 2)... 503,291
8 Net short-term capital gain......... 0
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).......      
12 Total. Add lines 1 through 11........ 543,131 543,131  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,725 1,863 0 1,863
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,421 11,211   11,211
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
11,394 1,201   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,540 14,275 0 13,074
25 Contributions, gifts, grants paid....... 720,000 720,000
26 Total expenses and disbursements. Add lines 24 and 25 757,540 14,275 0 733,074
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -214,409
b Net investment income (if negative, enter -0-) 528,856
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 251 155 155
2 Savings and temporary cash investments......... 95,313 24,940 24,940
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 879,046 Click to see attachment
List of Attached Documents:
// Content
734,866 		1,941,270
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 974,610 759,961 1,966,365
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 974,610 759,961
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 974,610 759,961
30 Total liabilities and net assets/fund balances (see instructions). 974,610 759,961
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
974,610
2
Enter amount from Part I, line 27a .....................
2
-214,409
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
760,201
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
240
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
759,961
Form 990-PF (2023)
Form 990-PF (2023)
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 75. ABBOTT LABS COM   2009-10-19 2023-01-20
b 100. ADVANCED MICRO DEVICES INC   2011-03-04 2023-01-20
c 150. ALPHABET INC CLASS C   2016-09-09 2023-01-20
d 65. APPLE COMPUTER INC COM   2016-05-20 2023-01-20
e 100. BRISTOL MYERS SQUIBB CO COM   1997-04-04 2023-01-20
250. CARRIER GLOBAL CORP   2020-06-01 2023-01-20
50. CATERPILLAR INC   1997-04-04 2023-01-20
50. CHARTER COMMUNICATIONS INC CL A NEW   2010-04-05 2023-01-20
50. JOHNSON & JOHNSON COM   1997-04-04 2023-01-20
50. MASTERCARD INCORPORATED   2016-02-22 2023-01-20
25. MICROSOFT CORP COM   2009-10-19 2023-01-20
75. NIKE INC   2017-10-20 2023-01-20
25. NORFOLK SOUTHERN CORP COM   1997-04-04 2023-01-20
75. STRYKER CORP COM   2017-08-10 2023-01-20
150. TRANE TECHNOLOGIES PLC CORP COMMON   2002-01-04 2023-01-20
50. L'OREAL   2018-11-30 2023-01-23
350. KONINKLIJKE DSM NV   2018-11-29 2023-01-25
250. KONINKLIJKE DSM NV   2017-11-17 2023-01-25
50. APPLE COMPUTER INC COM   2016-05-20 2023-03-17
75. NORFOLK SOUTHERN CORP COM   1997-04-04 2023-03-17
100. NVIDIA CORPORATION   2019-01-25 2023-03-17
50. STRYKER CORP COM   2017-08-10 2023-03-17
250. ALPHABET INC CLASS C   2016-09-09 2023-06-14
50. APPLE COMPUTER INC COM   2016-05-20 2023-06-14
100. BRISTOL MYERS SQUIBB CO COM   1997-04-04 2023-06-14
50. CATERPILLAR INC   1997-04-04 2023-06-14
50. MICROSOFT CORP COM   2009-10-19 2023-06-14
100. NVIDIA CORPORATION   2019-01-25 2023-06-14
650. VERIZON COMMUNICATIONS INC COM   2000-07-07 2023-06-14
500. HALMA PLC   2017-05-24 2023-06-14
90. NVIDIA CORPORATION   2019-01-25 2023-07-13
350. CARRIER GLOBAL CORP   2020-06-01 2023-08-18
50. CATERPILLAR INC   1997-04-04 2023-08-18
50. MICROSOFT CORP COM   2009-10-19 2023-08-18
500. PFIZER INC   2009-10-15 2023-08-18
75. DISNEY WALT CO COM   2022-09-19 2023-09-12
275. DISNEY WALT CO COM   2016-09-09 2023-09-12
200. DISNEY WALT CO COM   2016-02-22 2023-09-12
50. DISNEY WALT CO COM   2016-05-20 2023-09-12
500. NEW YORK TIMES CO CL A   2019-03-18 2023-12-11
250. ORACLE CORP COM   2012-08-03 2023-12-11
320. PFIZER INC   2009-10-15 2023-12-11
1000. SYSCO CORP COM   2009-10-28 2023-12-11
(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 8,376   1,879 6,497
b 6,867   2,032 4,835
c 14,676   5,762 8,914
d 8,823   1,547 7,276
e 7,337   690 6,647
10,484   5,463 5,021
12,412   491 11,921
19,830   2,748 17,082
8,381   275 8,106
18,682   4,400 14,282
5,958   659 5,299
9,416   4,004 5,412
6,317   186 6,131
18,930   10,853 8,077
25,090   873 24,217
20,813   11,857 8,956
44,953   31,127 13,826
32,109   22,553 9,556
7,764   1,190 6,574
15,353   559 14,794
26,261   3,953 22,308
13,740   7,236 6,504
30,819   9,603 21,216
9,188   1,190 7,998
6,473   690 5,783
12,297   491 11,806
16,762   1,318 15,444
41,439   3,953 37,486
23,198   5,310 17,888
15,285   7,255 8,030
41,364   3,558 37,806
18,636   7,648 10,988
13,566   491 13,075
15,749   1,318 14,431
18,204   8,285 9,919
6,246   8,174 -1,928
22,902   25,644 -2,742
16,656   19,332 -2,676
4,164   4,990 -826
23,405   17,190 6,215
28,662   7,712 20,950
9,111   5,302 3,809
73,972   27,588 46,384
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       6,497
b       4,835
c       8,914
d       7,276
e       6,647
      5,021
      11,921
      17,082
      8,106
      14,282
      5,299
      5,412
      6,131
      8,077
      24,217
      8,956
      13,826
      9,556
      6,574
      14,794
      22,308
      6,504
      21,216
      7,998
      5,783
      11,806
      15,444
      37,486
      17,888
      8,030
      37,806
      10,988
      13,075
      14,431
      9,919
      -1,928
      -2,742
      -2,676
      -826
      6,215
      20,950
      3,809
      46,384
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 2 503,291
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
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,351
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 7,351
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 7,351
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 8,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 649
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow649 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 addressright arrow  
14
The books are in care ofright arrowMATTHEW R HILLERY TRUSTEE, % GOULSTON & STORRS Telephone no.right arrow (617) 482-1776

Located atright arrowONE POSTE OFFICE SQUAREBOSTONMA ZIP+4right arrow02109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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 instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
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
AMY MERRILL PRESIDENT
1 		0    
c/o GOULSTON ONE POST OFFICE SQUAR
BOSTON,MA02110
BRUCE MERRILL VICE PRESIDENT
1 		0    
c/o GOULSTON ONE POST OFFICE SQUAR
BOSTON,MA02110
PAUL MERRILL SECRETARY
1 		0    
c/o GOULSTON ONE POST OFFICE SQUAR
BOSTON,MA02110
MATTHEW R HILLERY TRUSTEE
1 		0    
c/o GOULSTON ONE POST OFFICE SQUAR
BOSTON,MA02110
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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  
2  
3  
4  
Part VIII-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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
1,980,159
b
Average of monthly cash balances.......................
1b
157,157
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,137,316
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,137,316
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
32,060
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,105,256
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
105,263
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
105,263
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
7,351
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,351
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
97,912
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
97,912
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 XII, line 1 ...
7
97,912
Part XI
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
733,074
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
733,074
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 97,912
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 23,835
b From 2019...... 317,462
c From 2020...... 293,078
d From 2021...... 252,252
e From 2022...... 708,456
f Total of lines 3a through e ........ 1,595,083
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 733,074
a Applied to 2022, 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 2023 distributable amount..... 97,912
e Remaining amount distributed out of corpus 635,162
5 Excess distributions carryover applied to 2023. 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 2,230,245
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		23,835
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,206,410
10 Analysis of line 9:
a Excess from 2019.... 317,462
b Excess from 2020.... 293,078
c Excess from 2021.... 252,252
d Excess from 2022.... 708,456
e Excess from 2023.... 635,162
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation 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).)
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

HISTORIC SALEM COUTHOUSE
PRESERVATION ASSOC INC
PO BOX 140
SALEM,NY12865 		NONE EXEMPT ORGANIZATION GENERAL 500

AGRICULTURAL STEWARDSHIP
ASSOCIATION
2531 STATE ROAD 40
GREENWICH,NY12834 		NONE EXEMPT ORGANIZATION GENERAL 25,000

CENTRAL SQUARE THEATER

450 MASSACHUSETTS AVE
CAMBRIDGE,MA02139 		NONE EXEMPT ORGANIZATION GENERAL 10,000

SOUTHERN UTAH WILDERNESS ALLIANCE

425 EAST 100 SOUTH
SALT LAKE CITY,UT84111 		NONE EXEMPT ORGANIZATION GENERAL 18,000

ENGENDERHEALTH

440 9TH AVENUE 12FL
New York,NY10001 		NONE EXEMPT ORGANIZATION GENERAL 10,000

WORLD MONUMENTS FUND

350 5TH AVE SUITE 2412
NEW YORK,NY10118 		NONE EXEMPT ORGANIZATION GENERAL 8,000

DIONONDEHOWA WILDLIFE SANCTUARY
BONNIE HOAG
148 STANTON RD
SHUSHAN,NY12816 		NONE EXEMPT ORGANIZATION GENERAL 3,000

SUSTAINABLE HARVEST INTERNATIONAL

104 MAINE ST
ELLSWORTH,ME04605 		NONE EXEMPT ORGANIZATION GENERAL 20,000

INSTITUTE FOR PUBLIC AFFAIRS

2040 N MILWAUKEE AVE
CHICAGO,IL60647 		NONE EXEMPT ORGANIZATION BENEFIT IN THE TIME 7,000

PARTNERS IN HEALTH

PO BOX 996
FREDERICK,MD217059942 		NONE EXEMPT ORGANIZATION GENERAL 11,000

DOCTORS WITHOUT BORDERS

333 SEVENTH AVE 2ND FLOOR
NEW YORK,NY10001 		NONE EXEMPT ORGANIZATION GENERAL 21,000

NON-EVENT

25 CUSTER STREET 1
JAMAICA PLAIN,MA02130 		NONE EXEMPT ORGANIZATION GENERAL 10,000

HUBBARD HALL PROJECT INC

25 E MAIN ST
CAMBRIDGE,NY12816 		NONE EXEMPT ORGANIZATION GENERAL 3,000

BOSTON LYRIC OPERA COMPANY

11 AVENUE DE LAFAYETTE
BOSTON,MA02111 		NONE EXEMPT ORGANIZATION GENERAL 20,000

PROJECT AGAINST VIOLENT ENCOUNTERS

PO BOX 227
BENNINGTON,VT05201 		NONE EXEMPT ORGANIZATION GENERAL 8,000

THE TRUST FOR PUBLIC LAND

101 MONTGOMERY ST SUITE 900
SAN FRANCISCO,CA94104 		NONE EXEMP ORGANIZATION GENERAL 15,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVE
MONGOMERY,AL36104 		NONE EXEMPT ORGANIZATION GENERAL 5,000

RUTLAND FREE LIBRARY

10 COURT STREET
RUTLAND,VT05701 		NONE EXEMPT ORGANIZATION GENERAL 500

HAYMARKET PEOPLE'S FUND

42 SEAVERNS AVE
JAMAICA PLAIN,MA02130 		NONE EXEMPT - ORGANIZATIO FOR URGENT RESPONSE FUNDING 5,000

PLANNED PARENTHOOD OF SOUTHWEST AND
CENTRAL FLORIDA
736 CENTRAL AVE
SARASOTA,FL34236 		NONE EXEMPT - ORGANIZATIO GENERAL 13,000

INTERNATIONAL LABOR RIGHTS FORUM

1634 I ST NW SUITE 1000
WASHINGTON,DC20006 		NONE EXEMPT ORGANIZATION GENERAL 2,000

MIRA COALITION

105 CHAUNCY STREET SUITE 901
BOSTON,MA02111 		NONE EXEMPT ORGANIZATION GENERAL 50,000

COMPANY ONE INC

539 TREMONT ST STUDIO 202
BOSTON,MA02116 		NONE EXEMPT ORGANIZATION GENERAL 30,000

THE GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NONE EXEMPT ORGANIZATION GENERAL 7,000

ACLU FOUNDATION OF NEW HAMPSHIRE

18 LOW AVENUE
CONCORD,NH03301 		NONE EXEMPT ORGANIZATION GENERAL 10,000

COMFORT FOOD COMMUNITY

PO BOX 86
GREENWICH,NY12834 		NONE EXEMPT ORGANIZATION GENERAL 8,000

BARRE CENTER FOR BUDDHIST STUDIES

149 LOCKWOOD ROAD
BARRE,MA01005 		NONE EXEMPT ORGANIZATION GENERAL 2,500

MORE THAN WORDS

242 EAST BERKELEY STREET
BOSTON,MA02118 		NONE EXEMPT ORGANIZATION GENERAL 2,500

FOOD FOR FREE COMMITTEES

11 INMAN SQUARE
CAMBRIDGE,MA02139 		NONE EXEMPT ORGANIZATION GENERAL 2,000

EARTHJUSTICE

50 CALIFORNIA ST STE 500
SAN FRANCISCO,CA94111 		NONE EXEMPT ORGANIZATION GENERAL 8,000

FOS FEMINISTA
ATTN DEVELOPMENT OFFICE
125 MAIDEN LANE 9TH FLOOR
NEW YORK,NY100384730 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 23,000

DURHAM CRISIS RESPONSE CENTER

206 N DILLARD ST
DURHAM,NC27701 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 8,000

INTERNATIONAL CONSORTIUM OF INVESTIGATIV
ATTN JEFFREY WOOLVERTON
1800 M STREET NW FRONT 1 33019
WASHINGTON,DC20033 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 6,000

JOURNALISM DEVELOPMENT NETWORK
OCCRP ATTN KATIE HUNT
1220 L ST NW STE 100 497
WASHINGTON,DC20005 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 6,000

ACTORS SHAKESPEARE PROJECT

442 BUNKER HILL STREET
CHARLESTOWN,MA02129 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 10,000

HARRIS CENTER FOR CONSERVATION EDUCATION

83 KINGS HIGHWAY
HANCOCK,NH03449 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 2,000

MONADNOCK AREA TRANSITIONAL SHELTERING

PO BOX 3053
PETERBOROUGH,NH03458 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 2,000

MONADNOCK CONSERVANCY

PO BOX 337 15 EAGLE COURT 2ND FL
KEENE,NH034310337 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 2,000

MUSIC ON NORWAY POND

PO BOX 341
HANCOCK,NH03449 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 2,000

PINE STREET INN

444 HARRISON AVE
BOSTON,MA02118 		NONE EXEMPT ORGANIZATION GENENRAL SUPPORT 2,000

JAMES MERRILL HOUSE FOUNDATION

107 WATER STREET
STONINGTON,CT06378 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 60,000

CENTER FOR JUSTICE AND ACCOUNTABILITY

ONE HALLIDIE PLAZA SUITE 406
SAN FRANCISCO,CA94102 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 10,000

PROJECT RIGHT

320A BLUE HILL AVENUE
DORCHESTER,MA02121 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 6,000

FRIENDS OF THE EVERGLADES

900 SE FEDERAL HIGHWAY SUITE 323
STUART,FL34994 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 5,000

RAINFOREST FOUNDATION US

PO BOX 26908
BROOKLYN,NY11202 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 20,000

WBUR

890 COMMONWEALTH AVENUE 3RD FL
BOSTON,MA02215 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 2,000

ARMENIA TREE PROJECT

400 WEST CUMMINGS PARK SUITE 3725
WOBURN,MA01801 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 3,000

UNITED HELP UKRAINE

PO BOX 83426
GAITHERSBURG,MD20883 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 30,000

RUTLAND COUNTY HUMANE SOCIETY INC

765 STEVENS ROAD
PITTSFORD,VT05763 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 7,000

PLANNED PARENTHOOD OF GREATER NEW YORK

26 BLEECKER ST
NEW YORK,NY100122413 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 5,000

WAGING PEACE IN VIETNAM EDUCATION FUND

1205 PROSPECT ST
TAKOMA PARK,MD20912 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 5,000

FULLER PROJECT FOR INTERNATIONAL
REPORTING
712 H ST NE PMB 37
WASHINGTON,DC20002 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 8,000

PROTEZ FOUNDATION

3510 HOPKINS PLACE W130D
OAKDALE,MN55128 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 10,000

STUDENT CLINIC FOR IMMIGRANT JUSTICE

217 HANOVER ST - SUITE 320
BOSTON,MA02113 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 5,000

NEW ENGLAND FORESTRY FOUNDATION

32 FOSTER STREET
LITTLETON,MA01460 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 3,000

ANTI DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 5,000

EMMETT TILL INTERPRETIVE CENTER

P O BOX 215
SUMNER,MS38957 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 15,000

MARIPOSA MUSEUM

26 MAIN STREET
PETERBOROUGH,NH03458 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 5,000

GREATER THINGS

6301 PEACEDALE AVE
EDINA,MN55424 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 30,000

CATSKILLS AGARIAN ALLIANCE

35786 STATE HWY 10
HAMDEN,NY13782 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 20,000

LELEKA FOUNDATION

380 HAMILTON AVENUE 291
PALO ALTO,CA94302 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 10,000

THE CULTURAL LANDSCAPE FOUNDATION

1711 CONNECTICUT AVE NW SUITE 200
WASHINGTON,DC20009 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 5,000

CAMBRIDGE VALLEY COMMUNITY DEVELOPMENT
AND PRESERVATION PARTNERSHIP INC
P O BOX 72
CAMBRIDGE,NY12816 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 5,000

MEDICAL DEBT RESOLUTION INC

P O BOX 411675
BOSTON,MA02241 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 5,000

UJA - FEDERATION OF NY

P O BOX 4227
NEW YORK,NY10261 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 10,000

INSIGHT MEDITATION SOCIETY

1230 PLEASANT ST
BARRE,MA01005 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 2,500

BAGLY INC

P O BOX 960814
BOSTON,MA02196 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 2,500

WOMEN'S LUNCH PLACE INC

P O BOX 170900
BOSTON MA,MA02117 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 2,500

SOMERVILLE HOMELESS COALITION INC

1 DAVIS SQUARE
SOMERVILLE,MA02144 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 2,500

BOSTON HEALTH CARE FOR THE HOMELESS PROG

780 ALBANY STREET
BOSTON,MA02118 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 5,000

THE HUMANE SOCIETY OF THE UNITED STATES

1255 23RD STREET NW - SUITE 450
WASHINGTON,DC20037 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 2,500

ROMERO INSTITUTE

210 HIGH STREET - 2ND FLOOR
SANTA CRUZ,CA95060 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 2,500

GLOBAL INVESTIGATIVE JOURNALISM NETWORK

2336 WISCONSIN AVE NW
WASHINGTON,DC20007 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 3,000

SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATI

PO BOX 34115
WASHINGTON,DC20043 		NONE EXEPT ORGANIZATION GENERAL SUPPORT 10,000
Total .................................right arrow 3a 720,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 7,768  
4 Dividends and interest from securities ....     14 32,072  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 503,291  
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) ..   543,131  
13Total. Add line 12, columns (b), (d), and (e)..................
13
543,131
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
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) (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) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MERRILL FAMILY CHARITABLE FOUNDATION INC
EIN:
22-3494040
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE 3,725 1,863   1,863

TY 2023 InvestmentsCorpStockSchedule
Name:
MERRILL FAMILY CHARITABLE FOUNDATION INC
EIN:
22-3494040
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS 734,866 1,941,270

TY 2023 OtherDecreasesSchedule
Name:
MERRILL FAMILY CHARITABLE FOUNDATION INC
EIN:
22-3494040
Description Amount
TRANSACTION BEFORE AND AFTER PERIOD 240


TY 2023 OtherProfessionalFeesSchedule
Name:
MERRILL FAMILY CHARITABLE FOUNDATION INC
EIN:
22-3494040
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES 22,421 11,211   11,211


TY 2023 TaxesSchedule
Name:
MERRILL FAMILY CHARITABLE FOUNDATION INC
EIN:
22-3494040
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,201 1,201   0
FEDERAL TAX PAYMENT - PRIOR YE 2,193 0   0
FEDERAL ESTIMATES - PRINCIPAL 8,000 0   0