Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
MERRILL FAMILY CHARITABLE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address) 1 POST OFFICE SQUARE FL 25
  Room/suite
City or town
BOSTON
State or province
MA
Country  
ZIP or foreign postal code
021092115
A Employer identification number

22-3494040
B Telephone number (see instructions)

6174821776
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$772,017J 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 .................
3 Interest on savings and temporary cash investments 3,975 3,975  
4 Dividends and interest from securities... 14,207 14,207  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 527,185
b Gross sales price for all assets on line 6a 808,876
7 Capital gain net income (from Part IV, line 2)... 527,185
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........ 545,367 545,367  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,287 2,457   9,829
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
3,965 1,983 0 1,983
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,797 474   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.......... 26,049 4,914 0 11,812
25 Contributions, gifts, grants paid....... 828,500 828,500
26 Total expenses and disbursements. Add lines 24 and 25 ................ 854,549 4,914 0 840,312
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -309,182
b Net investment income (if negative, enter -0-) 540,453
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 126 53 53
2 Savings and temporary cash investments......... 161,476 56,688 56,688
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
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)....... 497,566 Click to see attachment
List of Attached Documents:
// Content
303,398 		715,276
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 659,168 360,139 772,017
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 659,168 360,139
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)..... 659,168 360,139
30 Total liabilities and net assets/fund balances (see instructions). 659,168 360,139
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
659,168
2
Enter amount from Part I, line 27a .....................
2
-309,182
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
10,158
4
Add lines 1, 2, and 3 ..........................
4
360,144
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
360,139
Form 990-PF (2025)
Form 990-PF (2025)
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 200. NESTLE S A S/ADR   2023-12-11 2025-02-14
b 25. NORFOLK SOUTHERN CORP COM   1997-04-04 2025-02-14
c 150. ABBOTT LABS COM   2009-10-19 2025-04-09
d 150. AMPHENOL CORP CL A   2020-01-22 2025-04-09
e 150. INGERSOLL RAND INC CORP COMMON   2002-01-04 2025-04-09
75. INTERNATIONAL BUSINESS MACHINES COM   2023-08-18 2025-04-09
25. MASTERCARD INCORPORATED   2016-02-22 2025-04-09
35. MICROSOFT CORP COM   2009-10-19 2025-04-09
300. NEW YORK TIMES CO CL A   2018-11-29 2025-04-09
150. NVIDIA CORPORATION   2019-01-25 2025-04-09
45. STRYKER CORP COM   2017-03-06 2025-04-09
125. MEDTRONIC PLC   2021-02-01 2025-04-09
50. TRANE TECHNOLOGIES PLC CORP PLC   2002-01-04 2025-04-09
375. MEDTRONIC PLC   2023-03-17 2025-05-01
200. AMPHENOL CORP CL A   2020-01-22 2025-06-17
40. CATERPILLAR INC   1997-04-04 2025-06-17
100. JOHNSON & JOHNSON COM   1997-04-04 2025-06-17
100. NVIDIA CORPORATION   2019-01-25 2025-06-17
50. ORACLE CORP COM   2012-08-03 2025-06-17
45. ROCKWELL AUTOMATION INC   2018-06-12 2025-06-17
30. L'OREAL   2018-04-25 2025-06-17
75. ABBOTT LABS COM   2009-10-19 2025-06-20
150. AMPHENOL CORP CL A   2020-01-22 2025-06-20
70. APPLE COMPUTER INC COM   2016-05-20 2025-06-20
75. BECTON DICKINSON & CO COM   2023-08-18 2025-06-20
200. CARRIER GLOBAL CORP   2009-10-19 2025-06-20
150. CROWN HOLDINGS INC   2023-09-13 2025-06-20
75. FISERV INC COM   2017-03-03 2025-06-20
40. INTERNATIONAL BUSINESS MACHINES COM   2022-09-27 2025-06-20
15. MASTERCARD INCORPORATED   2016-02-22 2025-06-20
150. MCCORMICK & CO COM NON VOTING   2024-05-31 2025-06-20
15. MICROSOFT CORP COM   2009-10-19 2025-06-20
125. NORFOLK SOUTHERN CORP COM   1997-04-04 2025-06-20
75. NVIDIA CORPORATION   2019-01-25 2025-06-20
50. ORACLE CORP COM   2012-08-03 2025-06-20
150. RELX PLC SPON ADR   2024-05-16 2025-06-20
25. STRYKER CORP COM   2017-03-06 2025-06-20
25. TRANE TECHNOLOGIES PLC CORP PLC   2002-01-04 2025-06-20
50. ORACLE CORP COM   2012-08-03 2025-07-18
50. PEPSICO INC COM   2007-06-13 2025-07-18
200. BRISTOL MYERS SQUIBB CO COM   1997-04-04 2025-08-25
15. CATERPILLAR INC   1997-04-04 2025-08-25
75. INGERSOLL RAND INC CORP COMMON   2002-01-04 2025-08-25
70. JOHNSON & JOHNSON COM   1997-04-04 2025-08-25
28. NVIDIA CORPORATION   2019-01-25 2025-08-25
75. PEPSICO INC COM   2007-06-13 2025-08-25
35. ABBOTT LABS COM   2009-10-19 2025-11-03
40. ALPHABET INC CLASS C   2016-02-22 2025-11-03
65. APPLE COMPUTER INC COM   2016-05-20 2025-11-03
200. BRISTOL MYERS SQUIBB CO COM   1997-04-04 2025-11-03
30. CATERPILLAR INC   1997-04-04 2025-11-03
150. BECTON DICKINSON & CO COM   2023-12-11 2025-11-06
3. NVIDIA CORPORATION   2019-01-25 2025-11-25
80. FISERV INC COM   2017-03-03 2025-11-26
20. ALPHABET INC CLASS C   2016-02-22 2025-12-12
100. ORACLE CORP COM   2012-08-03 2025-12-12
50. ALPHABET INC CLASS C   2016-02-22 2025-12-18
35. APPLE COMPUTER INC COM   2016-05-20 2025-12-18
130. INGERSOLL RAND INC CORP COMMON   2002-01-04 2025-12-18
50. JOHNSON & JOHNSON COM   1997-04-04 2025-12-18
10. MASTERCARD INCORPORATED   2016-02-22 2025-12-18
30. MICROSOFT CORP COM   2009-10-19 2025-12-18
160. NEW YORK TIMES CO CL A   2018-11-29 2025-12-18
60. NVIDIA CORPORATION   2019-01-25 2025-12-18
30. ROCKWELL AUTOMATION INC   2018-11-29 2025-12-18
(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 18,371   22,592 -4,221
b 6,465   186 6,279
c 18,669   3,757 14,912
d 9,855   4,030 5,825
e 10,809   287 10,522
17,340   10,125 7,215
12,662   2,200 10,462
13,383   923 12,460
14,253   8,087 6,166
16,549   593 15,956
15,849   5,847 10,002
10,466   13,981 -3,515
16,828   291 16,537
31,326   32,635 -1,309
18,666   5,373 13,293
14,485   393 14,092
15,415   549 14,866
14,478   395 14,083
10,771   1,542 9,229
14,526   8,071 6,455
12,678   6,968 5,710
9,943   1,879 8,064
14,033   4,030 10,003
13,881   1,666 12,215
12,635   19,617 -6,982
14,051   2,452 11,599
15,539   13,613 1,926
12,263   4,000 8,263
11,268   4,893 6,375
8,044   1,320 6,724
10,958   10,840 118
7,199   396 6,803
31,702   931 30,771
10,800   296 10,504
10,381   1,542 8,839
7,834   6,597 1,237
9,371   3,249 6,122
10,522   146 10,376
12,359   1,542 10,817
7,177   3,307 3,870
9,404   1,379 8,025
6,494   147 6,347
6,018   144 5,874
12,505   385 12,120
5,079   111 4,968
11,080   4,960 6,120
4,315   877 3,438
11,281   1,416 9,865
17,386   1,547 15,839
9,167   1,379 7,788
17,129   295 16,834
25,514   35,272 -9,758
522   12 510
4,869   4,267 602
6,225   708 5,517
19,007   3,085 15,922
15,167   1,769 13,398
9,497   833 8,664
10,246   249 9,997
10,442   275 10,167
5,658   880 4,778
14,558   791 13,767
11,240   4,313 6,927
10,470   237 10,233
11,799   5,219 6,580
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       -4,221
b       6,279
c       14,912
d       5,825
e       10,522
      7,215
      10,462
      12,460
      6,166
      15,956
      10,002
      -3,515
      16,537
      -1,309
      13,293
      14,092
      14,866
      14,083
      9,229
      6,455
      5,710
      8,064
      10,003
      12,215
      -6,982
      11,599
      1,926
      8,263
      6,375
      6,724
      118
      6,803
      30,771
      10,504
      8,839
      1,237
      6,122
      10,376
      10,817
      3,870
      8,025
      6,347
      5,874
      12,120
      4,968
      6,120
      3,438
      9,865
      15,839
      7,788
      16,834
      -9,758
      510
      602
      5,517
      15,922
      13,398
      8,664
      9,997
      10,167
      4,778
      13,767
      6,927
      10,233
      6,580
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 2 527,185
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 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 7,512
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 7,512
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 7,512
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 9,000
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 9,000
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 1,488
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 1,488
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
DE
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofMATTHEW R HILLERY TRUSTEE, % GOULSTON & STORRS Telephone no. (617) 482-1776

Located atONE POST OFFICE SQUAREBOSTONMA ZIP+402109
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
BRUCE MERRILL PRESIDENT
1 		0    
c/o GOULSTON ONE POST OFFICE SQ
BOSTON,MA02109
PAUL MERRILL VICE-PRESIDENT
1 		0    
c/o GOULSTON ONE POST OFFICE SQ
BOSTON,MA02109
AMY MERRILL SECRETARY
1 		0    
c/o GOULSTON ONE POST OFFICE SQ
BOSTON,MA02109
MATTHEW R HILLERY TRUSTEE
1 		0    
c/o GOULSTON ONE POST OFFICE SQ
BOSTON,MA02109
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
1,008,667
b
Average of monthly cash balances.......................
1b
94,019
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,102,686
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
1,102,686
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
16,540
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,086,146
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
54,307
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
54,307
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,512
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,512
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
46,795
4
Recoveries of amounts treated as qualifying distributions................
4
10,000
5
Add lines 3 and 4............................
5
56,795
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
56,795
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, line 26, column (d) ..........
1a
840,312
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
840,312
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 56,795
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 293,078
b From 2021...... 252,252
c From 2022...... 708,456
d From 2023...... 635,162
e From 2024...... 661,505
f Total of lines 3a through e ........ 2,550,453
4Qualifying distributions for 2025 from Part
XI, line 4: $ 840,312
a Applied to 2024, 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 2025 distributable amount..... 56,795
e Remaining amount distributed out of corpus 783,517
5 Excess distributions carryover applied to 2025. 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 3,333,970
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		293,078
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		3,040,892
10 Analysis of line 9:
a Excess from 2021 .... 252,252
b Excess from 2022 .... 708,456
c Excess from 2023 .... 635,162
d Excess from 2024 .... 661,505
e Excess from 2025 .... 783,517
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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 COURTHOUSE
PRESERVATION ASSOC INC
PO BOX 140
SALEM,NY12865 		NONE   GENERAL 500

AGRICULTURAL STEWARDSHIP
ASSOCIATION
2531 STATE ROAD 40
GREENWICH,NY12834 		NONE   GENERAL 35,000

SOUTHERN UTAH WILDERNESS ALLIANCE

425 EAST 100 SOUTH
SALT LAKE CITY,UT84111 		NONE   GENERAL 8,000

ENGENDERHEALTH

440 9TH AVENUE 12FL
New York,NY10001 		NONE   GENERAL 5,000

WORLD MONUMENTS FUND

350 5TH AVE SUITE 2412
NEW YORK,NY10118 		NONE   GENERAL 4,000

DIONONDEHOWA WILDLIFE SANCTUARY
BONNIE HOAG
148 STANTON RD
SHUSHAN,NY12816 		NONE   GENERAL 1,500

SUSTAINABLE HARVEST INTERNATIONAL

104 MAINE ST
ELLSWORTH,ME04605 		NONE   GENERAL 10,000

INSTITUTE FOR PUBLIC AFFAIRS

2040 N MILWAUKEE AVE
CHICAGO,IL60647 		NONE   BENEFIT IN THE TIME 5,000

PARTNERS IN HEALTH

PO BOX 996
FREDERICK,MD217059942 		NONE   GENERAL 5,000

CORPORATE ACCOUNTABILITY INTERNATIONAL

10 MILK STREET SUITE 610
BOSTON,MA021084608 		NONE   GENERAL SUPPORT 60,000

HUNTINGTON THEATRE COMPANY

264 HUNTINGTON AVE
BOSTON,MA02115 		NONE   FOR EDUCATION PROGRAMS 10,000

WORCESTER FREE LIBRARY

PO BOX 461
WORCESTER,NY12197 		NONE   GENERAL 6,000

DOCTORS WITHOUT BORDERS

333 SEVENTH AVE 2ND FLOOR
NEW YORK,NY10001 		NONE   GENERAL 15,000

HUBBARD HALL PROJECT INC

25 E MAIN ST
CAMBRIDGE,NY12816 		NONE   GENERAL 2,000

PROJECT AGAINST VIOLENT ENCOUNTERS

PO BOX 227
BENNINGTON,VT05201 		NONE   GENERAL 3,000

TRUST FOR PUBLIC LAND

101 MONTGOMERY ST SUITE 900
SAN FRANCISCO,CA94104 		NONE   GENERAL 4,000

RUTLAND FREE LIBRARY

10 COURT STREET
RUTLAND,VT05701 		NONE   GENERAL 500

PLANNED PARENTHOOD OF SOUTHWEST AND
CENTRAL FLORIDA
736 CENTRAL AVE
SARASOTA,FL34236 		NONE   GENERAL 9,000

MIRA COALITION

105 CHAUNCY STREET SUITE 901
BOSTON,MA02111 		NONE   GENERAL 65,000

COMPANY ONE INC

539 TREMONT ST STUDIO 202
BOSTON,MA02116 		NONE   GENERAL 27,500

ACLU FOUNDATION OF NEW HAMPSHIRE

268 BUSH ST 3432
SAN FRANCISCO,CA94104 		NONE   GENERAL SUPPORT 10,000

COMFORT FOOD COMMUNITY

PO BOX 86
GREENWICH,NY12834 		NONE   GENERAL 7,000

EARTHJUSTICE

50 CALIFORNIA ST STE 500
SAN FRANCISCO,CA94111 		NONE   GENERAL 3,000

FOS FEMINISTA
ATTN DEVELOPMENT OFFICE
125 MAIDEN LANE 9TH FLOOR
NEW YORK,NY100384730 		NONE   GENERAL SUPPORT 15,000

DURHAM CRISIS RESPONSE CENTER

206 N DILLARD ST
DURHAM,NC27701 		NONE   GENERAL SUPPORT 4,000

INTERNATIONAL CONSORTIUM OF INVESTIGATIV
ATTN JEFFREY WOOLVERTON
1800 M STREET NW FRONT 1 33019
WASHINGTON,DC20033 		NONE   GENERAL SUPPORT 5,000

JOURNALISM DEVELOPMENT NETWORK
OCCRP ATTN KATIE HUNT
1220 L ST NW STE 100 497
WASHINGTON,DC20005 		NONE   GENERAL SUPPORT 5,000

FRIENDS OF THE EVERGLADES

900 SE FEDERAL HIGHWAY SUITE 323
STUART,FL34994 		NONE   GENERAL SUPPORT 2,000

RAZOM INC

140 2ND AVENUE SUITE 305
NEW YORK,NY10003 		NONE   GENERAL SUPPORT 15,000

UNITED HELP UKRAINE

PO BOX 83426
GAITHERSBURG,MD20883 		NONE   GENERAL SUPPORT 15,000

RUTLAND COUNTY HUMANE SOCIETY INC

765 STEVENS ROAD
PITTSFORD,VT05763 		NONE   GENERAL SUPPORT 2,000

PLANNED PARENTHOOD OF GREATER NEW YORK

26 BLEECKER ST
NEW YORK,NY100122413 		NONE   GENERAL SUPPORT 7,000

FULLER PROJECT FOR INTERNATIONAL
REPORTING
712 H ST NE PMB 37
WASHINGTON,DC20002 		NONE   GENERAL SUPPORT 4,000

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

GLOBAL INVESTIGATIVE JOURNALISM NETWORK

2336 WISCONSIN AVE NW
WASHINGTON,DC20007 		NONE   GENERAL SUPPORT 5,000

TUPELO PRESS INC

60 ROBERTS DRIVE - SUITE 308
NORTH ADAMS,MA01247 		NONE   GENERAL SUPPORT 15,000

HUDSON HEADWATERS HEALTH NETWORK
ATTN DEVELOPMENT DEPT
9 CAREY ROAD
QUEENSBURY,NY12804 		NONE   GENERAL SUPPORT 5,000

UNDUE MEDICAL DEBT

P O BOX 411675
BOSTON,MA022411675 		NONE   GENERAL SUPPORT 8,000

MASSACHUSETTS PEACE ACTION
EDUCATION FUND
1991 MASSACHUSETTS AVE
Cambridge,MA02140 		NONE   GENERAL SUPPORT 5,000

INTERNATIONAL RESCUE COMMITTEE

122 EAST 42ND STREET
NEW YORK,NY101681289 		NONE   GENERAL SUPPORT 5,000

BOSTON FOUNDATION

75 ARLINGTON STREET 3RD FLOOR
BOSTON,MA02116 		NONE   GENERAL SUPPORT 10,000

WBUR

890 COMMONWEALTH AVE
BOSTON,MA02215 		NONE   GENERAL SUPPORT 30,000

CATSKILLS AGRARIAN ALLIANCE

35786 STATE HWY 10
HAMDEN,NY13782 		NONE   GENERAL SUPPORT 60,000

CENTRAL SQUARE THEATER

450 MASSACHUSETTS AVE
Cambridge,MA02139 		NONE   GENERAL SUPPORT 10,000

TRANSCULTURAL EXCHANGE INC

300 SUMMER ST UNIT 36
BOSTON,MA021101122 		NONE   GENERAL SUPPORT 5,000

WGBH EDUCATIONAL FOUNDATION

1 GUEST STREET
BOSTON,MA02135 		NONE   GENERAL SUPPORT 5,000

WORLD POETRY BOOKS

925 BERGEN ST ATTN JAMES LOOP
BROOKLYN,NY11238 		NONE   GENERAL SUPPORT 3,000

CENTER FOR JUSTICE AND
ACCOUNTABILITY
268 BUSH ST 3432
SAN FRANSISCO,CA94104 		NONE   GENERAL SUPPORT 5,000

UNITED SOUTH END SETTLEMENTS

48 RUTLAND ST
BOSTON,MA02118 		NONE   GENERAL SUPPORT 2,500

HARVARD STREET NEIGHBORHOOD
HEALTH CENTER INC
632 BLUE HILL AVE
DORCHESTER,MA02121 		NONE   GENERAL SUPPORT 10,000

STUDENT CLINIC FOR IMMIGRANT JUSTICE

217 HANOVER ST 320
BOSTON,MA021139998 		NONE   GENERAL SUPPORT 10,000

PROJECT RIGHT

320A BLUE HILL AVE
BOSTON,MA02121 		NONE   GENERAL SUPPORT 6,000

GREATER BOSTON FOOD BANK

70 SOUTH BAY AVENUE
BOSTON,MA02118 		NONE   GENERAL SUPPORT 5,000

HARRIS CENTER FOR CONSERVATION
EDUCATION
83 KINGS HIGHWAY
HANCOCK,NH03449 		NONE   GENERAL SUPPORT 15,000

FOOD FOR FREE COMMITTEES

11 INMAN STREET
Cambridge,MA02139 		NONE   GENERAL SUPPORT 5,000

BOSTON HEATHCARE FOR THE HOMELESS
PROGRAM INC
140 CAUSEWAY ST
BOSTON,MA02114 		NONE   GENERAL SUPPORT 3,000

ROSIE'S PLACE

889 HARRISON AVE
BOSTON,MA02118 		NONE   GENERAL SUPPORT 4,000

LGBTQ SENIOR HOUSING INC

59 HARVARD AVE
HYDE PARK,MA02136 		NONE   GENERAL SUPPORT 10,000

PFLAG GREATER BOSTON

PO BOX 541619
WALTHAM,MA024541659 		NONE   GENERAL SUPPORT 5,000

GLBTQ LEGAL ADVOCATES & DEFENDERS

18 TREMONT ST SUITE 950
BOSTON,MA02108 		NONE   GENERAL SUPPORT 5,000

SILVER LINING MENTORING INC

PO BOX 541497
WALTHAM,MA02454 		NONE   GENERAL SUPPORT 2,000

FENWAY COMMUNITY HEALTH CENTER INC

1340 BOYLSTON STREET
BOSTON,MA02215 		NONE   GENERAL SUPPORT 5,000

DOCUMENTARY EDUCATIONAL
RESOURCES
108 WATER STREET 5A
WATERTOWN,MA02472 		NONE   GENERAL SUPPORT 3,000

ON THE RISE INC

341 BROADWAY
Cambridge,MA02139 		NONE   GENERAL SUPPORT 10,000

RED BULL THEATER INC

191 7TH AVE APT 2S
NEW YORK,NY10011 		NONE   GENERAL SUPPORT 15,000

SPHINX ORGANIZATION

2200 HUNT STREET SUITE 461
DETROIT,MI48207 		NONE   GENERAL SUPPORT 5,000

NATIVE ARTS AND CULTURES FOUNDATION

800 SE 10TH AVENUE
PORTLAND,OR97214 		NONE   GENERAL SUPPORT 5,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE STREET
Montgomery,AL36104 		NONE   GENERAL SUPPORT 5,000

HUDSON RIVER MUSIC
HALL PRODUCTIONS
210 MAIN ST
HUDSON FALLS,NY12839 		NONE   GENERAL SUPPORT 4,000

NATIONAL FEDERATION OF
COMMUNITY BROADCASTERS
PO BOX 1251
BELGRADE,MT59714 		NONE   GENERAL SUPPORT 4,000

BLACK OCEAN PUBLISHING
BLACK OCEAN PRESS
PO BOX 52030
BOSTON,MA02205 		NONE   GENERAL SUPPORT 20,000

GUARDIAN ANGELS FOR SOLDIER'S PETS

402 BARTON LANE
GATESVILLE,TX765286806 		NONE   GENERAL SUPPORT 3,000

FEEDING AMERICA

161 NORTH CLARK STREET SUITE 700
CHICAGO,IL606013389 		NONE   GENERAL SUPPORT 5,000

STATE DEMOCRACY PROJECT

77 SANDS ST 6
BROOKLYN,NY11201 		NONE   GENERAL SUPPORT 10,000

BARN RAISER MEDIA INC

PO BOX 14770
CHICAGO,IL60614 		NONE   GENERAL SUPPORT 3,000

IES ABROAD

33 WEST MONROE STREET SUITE 2300
CHICAGO,IL606035405 		NONE   GENERAL SUPPORT 100,000

INSTITUTE ON TAXATION AND ECONOMIC
POLICY
1301 CONNECTICUT AVENUE NW STE 220
WASHINGTON,DC20036 		NONE   GENERAL SUPPORT 3,000
Total ................................. 3a 828,500
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 3,975  
4 Dividends and interest from securities ....     14 14,207  
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 ............ 		    18 527,185  
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) ..   545,367  
13Total. Add line 12, columns (b), (d), and (e)..................
13
545,367
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 3,965 1,983   1,983

TY 2025 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 303,398 715,276

TY 2025 OtherDecreasesSchedule
Name:
MERRILL FAMILY CHARITABLE FOUNDATION INC
EIN:
22-3494040
Description Amount
ROUNDING 5


TY 2025 OtherIncreasesSchedule
Name:
MERRILL FAMILY CHARITABLE FOUNDATION INC
EIN:
22-3494040
Description Amount
TRANSACTION BEFORE AND AFTER PERIOD 158
RETURNED CHECK 10,000


TY 2025 TaxesSchedule
Name:
MERRILL FAMILY CHARITABLE FOUNDATION INC
EIN:
22-3494040
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 474 474   0
FEDERAL TAX PAYMENT - PRIOR YE 323 0   0
FEDERAL ESTIMATES - PRINCIPAL 9,000 0   0