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DLN:93491319007034
0MB No 1545-0052
Form990-PF
Department
oftheTreasury
InternalRevenue
Service
As Filed Data -
or Section
4947(a)(1)
Trust Treated
as Private
Foundation
2013
Do not enter Social Security numbers on this form as it may be made public. By law, the
IRS cannot redact the information on the form.
~ Information
about Form 990-PF and its instructions is at www.irs.gov/form990pf.
2013,
or tax year
beginning
01-01-2013
, and ending
Name of foundation
MERCERFAMILYFOUNDATION
Open to Public
Inspection
12-31-2013
A Employer identification
number
20-1982204
Number and street (or PO box number 1fmail 1snot delivered to street address)
119 WEST72ND STREET
ROOM/SUITE248
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY 10023
r In1t1al return
r Final return
r Address change
a II that apply
l:a-11
1
2
Analysis
Contributions,
schedule)
gifts, grants,
1fthe foundation
Check..,.
Sch
Sa
6a
b
Net rental
income
expenses per
books
(d) Disbursements
(b) Net investment
income
income
for charitable
purposes
(cash basis only)
646,947
(attach
to attach
Net short-term
526,672
526,672
526,672
or (loss)
capital
not on line 10
9,886,617
on line 6a
mod1f1cat1ons
Gross sales
allowances
Less
526,672
from securities.
Income
526,672
cash investments
less returns
and
Gross
profit or (loss)
(attach
11
Other
income
schedule)
12
(attach
13
Compensation
14
Other
15
Pension
!::
16a
,fl
received
1s not required
10a
(The
rents
Capital
etc,
and temporary
Gross
:r;
Ci::
on savings
and Expenses
Interest
of Revenue
'
'
'
'
'
schedule)
11,060,236
11
of officers,
directors,
salaries
and wages
employee
plans, employee
trustees,
etc
benefits
,fl
Accounting
Other
)(
Li.I
$
>
p
fees (attach
professional
17
Interest
'-
18
Taxes
i::
19
Deprec1at1on
E
..:r
20
Occupancy
21
Travel,
,:::;
t.-:
-::::::
-::::::
!::
,:::;
!::'
-
...,
,:::;
22
Printing
23
Other
24
'-
t
0
schedule).
(attach
schedule)
(attach
conferences,
schedule)
(see 1nstruct1ons)
schedule)
22,491
and depletion
and meetings.
(attach
schedule)
Contributions,
expenses.
22,491
23
gifts, grants
27
Subtract
13,492,358
13,492,358
paid.
26
13,492,358
13,514,849
Net investment
Adjusted
For Paperwork
and publ1cat1ons
expenses
25
schedule).
fees (attach
-2,454,613
526,672
enter -0-)
526,672
enter -0-)
Cat
No 11289X
Form
990-PF
(2013)
Page 2
End of year
(b) Book Value
(c) Fair Market Value
Form 9 9 O- P F ( 2 O 1 3 )
l:F-TillU
Balance
Sheets
Cash-non-interest-bearing.
Savings
and temporary
Accounts
receivable,..
Less
allowance
Pledges
Less
Receivables
'-""
and deferred
35,170,698
schedule),..
charges
obl1gat1ons (attach
(attach
schedule).
Investments-corporate
bonds (attach
schedule).
Investments-land,
deprec1at1on (attach
13
Investments-other
14
29,390,194
schedule),..
schedule)
basis,..
deprec1at1on (attach
15
Other assets
16
schedule),..
(describe,..
)
by all filers-see
the
37,625,310
17
Accounts
18
Grants
payable
19
Deferred
20
',!;I
loans
(attach
accumulated
schedule)
basis,..
accumulated
Investments-mortgage
23
(attach
stock
and accrued
expenses
payable
revenue
Mortgages
Other
35,170,697
(see 1nstruct1ons)
12
..0 21
,r.:;
.:i 22
30,297,161
and other
expenses
1nstruct1ons
Q)
trustees,
accounts,..
for doubtful
Investments-Li
Less
-e
schedule)
Less
Less
,fl
(attach
directors,
Investments-corporate
11
30,297,161
accounts,..
Other
Prepaid
10a
accounts,..
receivable
Inventories
4,873,537
cash investments
for doubtful
d1squal1f1ed persons
'-""
4,873,536
receivable,..
Grants
m
'-"" 9
8,235,116
for doubtful
allowance
Beginning of year
(a) Book Value
directors,
trustees,
(attach
schedule)
l1ab1l1t1es (describe,..
22)
'
24
Unrestricted
,r.:;
25
Temporarily
,r.:;
26
Permanently
Q)
!::
ca
-::::::
~
,fl
$,fl
,fl
restricted
...p-
u.
0
restricted
!::
,_
27
Capital
stock,
trust
28
Pa1d-1n or capital
29
Retained
earnings,
principal,
surplus,
or current
or land, bldg,
accumulated
income,
funds
and equipment
endowment,
..:r 30
1nstruct1ons).
31
fund
or other funds
Analysis
Total
of Changes
net assets
with end-of-year
35,170,697
37,625,310
35,170,697
37,625,310
35,170,697
the 1nstruct1ons)
fflfOI
37,625,310
or fund balances
figure reported
at beg1nn1ng of year-Part
on prior year's
II, column
return)
Other
increases
Decreases
Total
not included
not included
net assets
37,625,310
-2 ,4 54,613
1n line 2 (1tem1ze),..
4
5
1n line 2 (1tem1ze),..
or fund balances
35,170,697
II, column
(b), line 30
35,170,697
Form 990-PF
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
Page 3
l:F-Till"t Capita
Income
(b) How acquired
2-story
P-Purchase
D-Donat1on
(mo,
day, yr)
la
plus expense
of sale
b
C
d
e
Complete
showing
gain 1n column
(i) FM V asof12/31/69
on 12/31/69
b
C
d
e
Capital
Net short-term
gain or (loss)
as defined
.
ifliA"4
Quahf1cat1on
Under Section
(For optional
use by domestic
private
If section
..
4940(d)(2)
applies,
1n sections
1222(5)
for Reduced
and (6)
If (loss),
4940(e)
foundations
enter -0-
4940(a)
Income
income)
loss)
amount
1n each column
(a)
(b)
2012
before making
Yes
P-
No
any entries
(d)
(c)
Net value of nonchantable-use assets
D1stnbut1onratio
(col (b) d1v1dedby col (c))
11,669,718
2011
7,095,233
2010
4,032,933
2009
1,765,693
2008
1,562,322
Average d1stribut1on ratio for the 5-year base period-d1v1de the total on line 2 by 5, or by
the number of years the foundation has been 1n existence 1f less than 5 years
2
3
Multiply
than line 7, check the box 1n Part VI, line 1 b, and complete
(d).
assets
for 2013
line 4 by line 3.
5
income
line 4.
5,267
5,267
13,492,358
See
Form 990-PF
(2013)
page 4
Form 9 9 O- P F ( 2 O 1 3 )
l:J.fiifJI
Exempt
la
operating
foundations
described
1n section
4940(b),
4940(e),
here ,..
or 4948-see
on line 1
Date of ruling or determ1nat1on
instructions)
Domestic
here,..
foundations
p-and
letter
Subtitle A (income)
enter -0-)
Credits/Payments
estimated
section
1n Part V, check
Exempt
494 7(a)(l)
section
foreign organ1zat1ons
trusts
4947(a)(l)
and taxable
enter 4% of
foundations
only
Others
trusts
and taxable
foundations
only
and 2012
Exempt
foreign organ1zat1ons-tax
and payments
overpayment
withheld
credited
to 2013
Total
6a
at source
5,176
6c
2,750
6d
6d.
tax
7
Check
here
p- 1f Form
2220
1s attached
Part VII-A
Statements
Reaardina Act1v1t1es
la
During the tax year, did the foundation attempt to influence
1t part1c1pate or intervene
any national,
state,
...
...
Refunded
10
2,658
11
Yes
2,658
7,926
,..
If line 7 1s more than the total of lines 5 and 8, enter the amount overpaid.
11
5,267
6b
withheld.
Overpayment.
5,267
Others
income. Subtract
tax payments
10
5,267
'
tax (domestic
if necessary-see
credits
copy of letter
511 (domestic
2013
(attach
______
directly
No
la
No
lb
No
(see page 19 of
for def1n1t1on)7
If the answer 1s "Yes" to 1a or 1b, attach a detailed descnptJOn of the act1v1t1es and copies of any matenals
published
D 1d the foundation
le
or d1stnbuted
on foundation
,.. $ _______
managers
engaged
(section
(2) On foundation
,.. $ ________
4955)
imposed
managers
,.. $ _______
tax imposed
been reported
to the IRS7
No
No
4a
No
of 1ncorporat1on,
4a
b
5
If "Yes,"
have unrelated
By language
By state
business
instrument,
articles
of$1,000
4b
508(e)
(relating
instrument,
4941
through
4945)
sat1sf1ed either
or
instrument
so that no mandatory
d1rect1ons
instrument?
Yes
Yes
Sb
Yes
at any time during the year7 If "Yes," complete Part II, col. (c), and
1n assets
reports
Is the foundation
of each state
cla1m1ng status
as required
as a private
furnished
by General
operating
(see 1nstruct1ons)
foundation
to the Attorney
of section
4942(J)(3)
for Pa rt XIV )7
No
T.
to sections
contraction
...__________________________________________
_
General
gross income
of section
1n the governing
Sa
d1ssolut1on, or substantial
that conflict
7
reported
not previously
become substantial
contributors
No
during the tax year7 If "Yes," attach a schedule l1st1ng their names
10
Form 990-PF
No
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
Page 5
Statements
l:F-Till'd9~1
11
15
priv11eges7 If"Yes,"
comply
address
attach
directly
attach
schedule
w1th1n the
(see 1nstruct1ons).
to a donor advised
statement
entity
(see 1nstruct1ons)
and exemption
Located
Section
494 7(a)(l)
nonexempt
a bank, securities,
charitable
of tax-exempt
trusts
interest
year 2013,
for exceptions
.,_
Statements
or accrued
Regarding
directly
or leasing
have an interest
1n ora signature
or other authority
1 If "Yes",
credit
to (or accept
foundation
to incorrect
3a
income
off1c1al7 (Exception.
regarding
regarding
(section
disaster
disaster
assistance
If "Yes,"
20 __
assistance
described
check
1n 2a forwh1ch
by the Comm1ss1oner
the lapse of the 10-,
4a
No
I
I
I
Yes
No
Yes
F
F
F
Yes
No
Yes
No
Yes
No
No
1n Regulations
lb
acts,
le
20 __
was a private
or4942(J)(5))
20 __
income
(lines 6d
1
,
the foundation
of assets)
4942(a)(2)
to the year's
1s not applying
undistributed
statement-see
business
No
section
4942(a)(2)
4942(a)(2)
1nstruct1ons).
2b
20 __
holdings
Yes
20 __
or 1nd1rect interest
1n any business
enterprise
1n 2013
at
the foundation
as a result
4943(c)(7
)) to dispose
of holdings
Yes
No
by the foundation
by gift or bequest,
or (3)
15-, or 2 0-yea r f1rst phase hold1 ng period7 (Use Schedule C, Form 4720, to determme
invest
charitable
purpose
No
here.
or d1squal1f1ed persons
If
Yes
Yes
No
Check "No"
4942)
4942(J)(3)
valuation
20 __
notice
20 __
No
1t from)
notice
defined 1n section
.,_ 20
service,
on a current
(relating
the expenses
on failure to distribute
If "Yes,"
I Yes
I
May Be Required
applies.
.,_'
extend
to a government
or 1n a current
O rgan1zat1ons relying
operating
over
16
1f the foundation
331-0515
Taxes
Yes
or 1nd1rectly)
of property
13
15
country?
a d1squal1f1ed person?.
(3) Furnish goods, services,
no .,_(631)
.,_
No
here.
Activities
(either
section
12
File Form 4720 if any item is checked in the "Yes" column, unless an exception
appl1cat1on7
Telephone
received
See 1nstruct1ons
foreign country
(5) Transfer
No
Part VII-B
11
or a d1squal1f1ed person had
.,__N_O_T_A_P_P_LI_C_A_B_L_E
______________________________________
16
If"Yes,"
make a d1stribut1on
14
512(b)(13)7
13
of section
(continued)
Activities
12
Regarding
3b
31, 1969)
its charitable
4a
purposes?
No
its
4b
990-PF
No
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
Page 6
Statements
l:F-Till'dl!l:I
Sa
Regarding
(2) Influence
attempt
to influence
(see section
purposes,
etc,
4940(d)(2)7
Regulations
section
53 4945
O rgan1zat1ons relying
or 1n a current
on a current
tax because
of cruelty
Yes
Yes
.1
Yes
carry
sc1ent1f1c, literary,
regarding
disaster
fail to qualify
disaster
assistance
assistance
check
claim exemption
described
(see 1nstruct1ons)7.
[7 No
1n
Sb
from the
Yes
Yes
[7 No
No
sectJOn 53.4945-S(d).
[7 No
_,,.'
here.
required by Regulations
[7 No
Yes [7 No
or
or animals 7.
on
benefit contract?.
notice
regarding
1
1
[7 No
organ1zat1on described
to children
1t ma1nta1ned expenditure
notice
orto
(see 1nstruct1ons).
4955),
Yes
(continued)
4945(e))7
drive 7.
(4) Provide
509(a)(l
study,
leg1slat1on (section
(3) Provide
1n section
May Be Required
or otherwise
the outcome
on, directly
Activities
directly
or 1nd1rectly, on a personal
benefit contract?.
6b
No
7a
l:ifil*dil
1
receive
any proceeds
Information
About Officers,
and Contractors
directors, trustees,
foundation
REBEKAH MERCER
~
BLVD APT
10069
Directors,
DIRECTOR
30 00
employees
Trustees,
transact1on7
Yes
No
Managers,
7b
(see instructions).
(c) Compensation
(If not paid, enter
(d) Contributions
to
employee benefit plans
and deferred compensation
-0-)
0
f7
to the transact1on7.
Foundation
240 RIVERSIDE
NEWYORK,NY
(c) Compensation
instructions).
(d) Contributions
to
employee benefit
plans and deferred
compensation
NONE
,,.
Form
990-PF
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
~-
.... -.....
lifliia"IU
3
page
Information
About Officers,
and Contractors
(continued)
Five highest-paid
independent
of each
Directors,
Trustees,
Foundation
person
(b) Type
$50,000
Managers,
Highly
Paid Employees,
(c) Compensation
of service
NONE
Total number
of others
i:bilf!d.;I
rece1v1ng
Summary
over $50,000
of Direct
for professional
Charitable
...
services.
Activities
List the foundation's four largest direct charitable act1v1t1esduring the tax year Include relevant stat1st1calinformation such as the number of
organizations and other benef1c1ariesserved, conferences convened, research papers produced, etc
Expenses
2
3
4
:r..,;;a:t1
Summary
of Program-Related
Investments
(see instructions)
investments made by the foundation during the tax year on Imes 1 and 2
A mount
1 N/A
All other
program-related
investments
1 through
...
Form
990-PF
(2013)
page 8
Form 9 9 O- P F ( 2 O 1 3 )
l:bil!I
1
Minimum Investment
see instructions.)
Fair market
value of assets
1n carrying
etc,
purposes
Average
monthly
Average
of monthly
fair market
value of securities.
cash balances.
Fair market
Reduction
claimed
for blockage
le (attach
detailed
explanation).
Acqu1s1t1on indebtedness
Subtract
Cash deemed
(see 1nstruct1ons).
or other factors
reported
Minimum investment
le
ld
to line 1 assets.
amount,
assets. Subtract
1:1.fiS:d Distributable
see
1ns truct10 ns ).
lb
I le I
applicable
on lines 1 a and
la
M 1n1mum investment
2a
Tax on investment
Incometaxfor2013
amount
Recoveries
of amounts
Deduction
Distributable
2a
2b
5,267
before adJustments
treated
Subtract
as qual1fy1ng d1stribut1ons.
from distributable
amount
amount as adJusted
(see 1nstruct1ons).
Subtract
1m1!.+ Qualifying
Amounts
contributions,
Program-related
Amounts
Amounts
Distributions
expenses)
investments-total
paid to acquire
assets
to accomplish
charitable,
etc,
purposes
la
out charitable,
etc,
2
set aside for spec1f1c charitable
Cash d1stribut1on
Qualifying
Foundations
Adjusted
13,492,358
lb
1n carrying
purposes.
income
(see instructions)
Expenses,
5,267
line 1.
and
2c
Distributable
foundations
test (attach
distributions.
that qualify
the
3a
required).
the required
schedule).
4940(e)
3b
line 4
Subtract
13,492,358
qualifying distributions.
Note: The amount on line 6 will be used 1n Part V, column (b), 1n subsequent
the section 4940(e)
reduction of tax 1n those years
5,267
6
years when calculating
whether
13,487,091
the foundation
qual1f1es for
Form 990-PF
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
Page 9
Undistributed
:F-Til1:.n
Income
(see instructions)
(a)
Corpus
Distributable
U nd1stributed
20
__ __
,
carryover,
20
20
1fany, to 2013
--
From 2008.
From 2009.
1,774,307
From 2010.
4,039,000
From 2011.
7,105,215
From 2012.
11,677,197
1,567,678
4 Q ual1fy1ng d1stribut1ons
a Applied
.... $
26,163,397
e.
for 2013
from Part
13,492,358
to 2012,
b A ppl1ed to undistributed
(Election required-see
to 2013
distributable
e Rema1n1ng amount
5
Excess
only.
Excess
line 4
(d)
2013
XII,
(c)
2012
(b)
Years prior to 2012
distributed
d1stribut1ons
carryover
(Election
amount.
13,492,358
out of corpus
applied to 2013
a Corpus
line 5
39,655,755
income Subtract
b Prior years' undistributed
line 4b from line 2b.
C Enter the amount of prior years' undistributed
income for which a notice of def1c1ency has
been issued, or on which the section 4942(a)
tax has been previously assessed.
amount
e Undistributed
income for 2012 Subtract
4a from line 2a Taxable amount-see
1nstruct1ons.
f
line
1,567,678
38,088,077
Form 990-PF
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
Page
M:itii!tl*M
la
Foundations
see instructions
85%
operating
operating
...-~------------------
foundation
described
In section
4942(J)(3)
or
Prior 3 years
Tax year
(a)2013
10
uest1on 9
(b)2012
(c) 2011
4942(J)(5)
(e) Total
(d) 2010
ofl1ne 2a.
(1)
(2)
b
"Endowment"
alternative
testenter 2/3
of m1n1mum investment
return shown 1n
Part X, line 6 for each year listed.
"Support" alternative
test-enter
(1)
(2)
(3)
(4)
Gross investment
I :r-Tili
:t'fJ
1
and Pa rt VII-A
income
Supplementary
Information
(Complete
assets at any time during the year-see
had $5,000
or more in
Information
Information
Regarding Contribution,
large portion
of the
.,_p
Check here
1fthe foundation only makes contributions
to preselected
charitable organ1zat1ons and does not accept
unsol1c1ted requests for funds If the foundation makes gifts, grants, etc (see 1nstruct1ons) to 1nd1v1duals or organ1zat1ons
other cond1t1ons, complete items 2a, b, c, and d
and telephone
should
under
be addressed
they should
include
d Any restrictions
areas, charitable
fields,
factors
Form 990-PF
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
Page 11
1:)ffii:tfJ
Supplementary
Information
(continued)
3 Grants and Contributions
Paid During the Year or Approved
If rec1p1ent 1s an 1nd1v1dual,
Rec1p1ent
Name and address
(home or business)
for Future
Foundation
status of
rec1p1ent
Payment
Purpose of grant or
contribution
A mount
....3a
Total.
b Approved for future payment
Total.
13,492,358
....3b
Form
990-PF
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
Page
1 Program service
IYSIS
unless
f Income-Pro
otherwise
12
d ucmg Act1v1t1es
1nd1cated
Unrelated
(a)
Business
code
revenue
business
income
(b)
A mount
(d)
(c)
Exclusion
code
A mount
(e)
Related or exempt
function income
(See
1nstruct1ons )
b
C
d
e
f
g Fees and contracts
2 Membership
from government
3 Interest on savings
investments
and temporary
property.
b Not debt-financed
Net rental income
property
7 Other
from securities.
a Debt-financed
6
cash
526,672
agencies
investment
property.
or (loss) from personal
income.
other than
9,886,617
events
b
C
d
e
12 Subtotal
13
Add columns
10,413,289
Part XVI-B
..
Line No.
Relationshi
of Activities
to the Aecom
13 ________
lishment
of Exem
1_0_,_4_1_3~2_8_9
t Pur oses
Explain below how each act1v1ty for which income 1s reported 1n column (e) of Part XVI-A contributed
importantly
to
the accomplishment
of the foundation's
exempt purposes (other than by prov1d1ng funds for such purposes)
(See
1nstruct1ons )
Form 990-PF
(2013)
Form 9 9 O- P F ( 2 O 1 3 )
l:ifll:tf,il
1
13
Page
Information
Regarding Transfers To and Transactions
Noncharitable
Exempt Organizations
and Relationships
With
D1d the organ1zat1on directly or 1nd1rectly engage 1n any of the following with any other organ1zat1on described 1n
section 5 O 1 (c) of the Code (other than section 5 O 1 (c )(3) orga n1zat1ons) or In section 5 2 7, relat1 ng to pol1t1ca I
Yes
No
organ 1zat1o ns 7
a Transfers
foundation
to a noncharitable
exempt
organ1zat1on of
(1)
Cash.
1a(1)
No
(2)
Other assets.
1a(2)
No
1b(1)
No
1b(2)
No
1b(3)
No
1b(4)
No
lb(S)
No
1b(6)
No
le
No
b Other transactions
(1)
Sales of assets
(2)
Purchases
(3)
(4)
Reimbursement
(5)
(6) Performance
c Sharing
to a noncharitable
of assets
exempt
from a noncharitable
organ1zat1on.
exempt
organ1zat1on.
or other assets.
arrangements.
of services
or membership
of fac1l1t1es, equipment,
or fundra1s1ng sol1c1tat1ons.
ma1l1ng lists,
other assets,
or paid employees.
(a) Line No
2a Is the foundation
described
directly
1n section
b If "Yes," complete
5 O 1 (c )(3 )) or 1n section
2014-11-17
******
Signature
of officer or trustee
Print/Type
preparer's name
JACQUELYN
JAMES
VARGA
Date
Pre pa re r's SI g nature
Paid
Preparer 1---------------~--------------
Us e
Only
Firm's
name
Firm's address
5 2 7 7.
organ1zat1ons
.rYes
schedule
Sign
Here
GOLUB
LACAPRA
2 ROOSEVELT
117763337
WILSON
AVE
& DETIBE
Form 990PF
If rec1p1ent 1s an 1nd1v1dual,
Rec1p1ent
Name and address
and Contributions
(home or business)
Purpose of grant or
contribution
for Future
Payment
A mount
so
NON PROFIT
DONATION
877,000
NON PROFIT
DONATION
1,250,000
NON PROFIT
DONATION
2,972,420
NON PROFIT
DONATION
50,000
PO
NON PROFIT
DONATION
100,000
190
NON PROFIT
DONATION
250,000
NON PROFIT
DONATION
1,263,938
YOUNG AMERICANS
FOUNDATION
110 ELDEN STREET
HERNDON,VA
20170
NON PROFIT
DONATION
50,000
NON PROFIT
DONATION
300,000
NON PROFIT
DONATION
100,000
MANHATTAN
INST FOR POLICY
RESEARCH 52 VANDERBILT
AVENUE
SUITE 201
NEWYORK,NY
10017
NON PROFIT
DONATION
400,000
AMERICAN
ASSOCIATION
FOR
AEROSOL RESEARCH 1500
COMMERCE PARKWAY
SUITE C
MT LAUREL,NJ
08054
NON PROFIT
DONATION
CITIZENS
UNITED FOUNDATION
1006 PENNSYLVANIA
AVE SE
WASHINGTON,
DC 20003
NON PROFIT
DONATION
THE PHILANTHROPY
ROUNDTABLE
1730 M STREET NW
SUITE 601
WASHINGTON,
DC 20036
NON PROFIT
DONATION
10,000
FOUNDATION
FOR CULTURAL
REVIEWING
THE NEW CRITERION
900
BROADWAY
SUITE 602
NEWYORK,NY
10003
NON PROFIT
DONATION
125,000
19
HISTORY
so
35
FOUND
ILLINOIS
POLICY INSTITUTE
S LA SALLE STREET
CHICAGO,IL
60603
Total.
4,000
1,000,000
.....3a
13,492,358
Form 990PF
If rec1p1ent 1s an 1nd1v1dual,
Rec1p1ent
Name and address
and Contributions
(home or business)
Purpose of grant or
contribution
for Future
Payment
A mount
NON PROFIT
DONATION
550,000
NON PROFIT
DONATION
50,000
NON PROFIT
DONATION
250,000
REASON FOUNDATION
5737
MESMER AVENUE
LOS ANGELES,CA
90230
NON PROFIT
DONATION
50,000
HERITAGE FOUNDATION
MASS AVE NW
WASHINGTON,
DC 20002
NON PROFIT
DONATION
500,000
NON PROFIT
DONATION
10,000
NON PROFIT
DONATION
100,000
NON PROFIT
DONATION
25,000
NON PROFIT
DONATION
200,000
NON PROFIT
DONATION
NON PROFIT
DONATION
100,000
NON PROFIT
DONATION
50,000
NON PROFIT
DONATION
100,000
LONDONDERRY
VOL RESCUE
SQUAD 6068 ROUTE 100
LONDENDERRY,VT
05148
NON PROFIT
DONATION
10,000
NON PROFIT
DONATION
40,000
ST JUDE'S CHILDREN
262 DANNY THOMAS
MEMPHIS, TN 38105
Total.
214
HOSPITAL
PLACE
97523
1655
137
5,000
.....3a
13,492,358
Form 990PF
If rec1p1ent 1s an 1nd1v1dual,
Rec1p1ent
Name and address
and Contributions
(home or business)
Purpose of grant or
contribution
for Future
Payment
A mount
GOVERNMENT
ACCOUNTABILITY
INSTITUTE
TALLAHASSE
TALLAHASSEE,FL
32301
NON PROFIT
DONATION
1,000,000
NON PROFIT
DONATION
1,600,000
DONATION
100,000
NATIONAL
YOUTH
PO BOX 3387
CHARLESTON, WV
Total.
SCIENCE
1015
FUND
25333
.....3a
13,492,358
I As
Filed Data -
Schedule B
DLN:934913190070341
0MB No 1545-0047
Schedule of Contributors
2013
Employer identification
number
I 20-1982204
Form 990-Ff"
Section:
r
r
r
501 ( C )(
number) organization
P" 501(c)(3)
r
r
) ( enter
General Rule
f1l1ngForm 990, 990-EZ, or 990-Ff" that received, during the year, $5,000 or more ( 1nmoney or
property) from any one contributor Complete Parts I and II
Special Rules
1
For a section 501 ( c )( 3) organization f1l1ngForm 990 or 990-EZ that met the 33 /3 % support test of the regulations
under sections 509( a)( 1) and 170( b)( 1)(A)(v1) and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (1) Form 990, Part VIII, line 1h, or (11)Form 990-EZ, line 1 Complete Parts I and II
For a section 501 ( c )(7), ( 8), or ( 10) organization f1l1ngForm 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclus1vely for rel1g1ous,charitable,
sc1ent1f1c,literary, or educational purposes, or for the prevention of cruelty to children or animals Complete Parts I, II, and
Ill
For a section 501 ( c )(7), ( 8), or ( 10) organization f1l1ngForm 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclus1vely for rel1g1ous,charitable, etc , purposes, but these contributions did
not total more than $1,000 If this box 1schecked, enter here the total contributions that were received during
the year for an exclus1vely rel1g1ous,charitable, etc, purpose Do not complete any of the parts unless the General Rule
applies to this organization because 1treceived nonexclus1vely rel1g1ous,charitable, etc, contributions of $5,000 or more
during the year . . . . . . . . . . . . . . . . . . . . . . . . . ,... $ ________
_
Caution. An organization that 1snot covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-Ff"), but 1tmust answer "No" on Part IV, line 2, of its Form 990, or check the box on line Hof its
Form 990-EZ or on its Form 990Ff", Part I, line 2, to certify that 1tdoes not meet the f1l1ngrequirements of Schedule B ( Form 990,
990-EZ, or 990-Ff")
For Paperwork Reduction Pct Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF
Cat No 30613X
Schedule
Page 2
Employer identification
number
20-1982204
..
Contributor
(a)
No.
--
(b)
Name, address, and ZIP+ 4
(c)
Total contributions
(d)
Type of contribution
1
ROBERT MERCER
PO BOX 1507
STONY
(a)
No.
646,947
BROOK, NY 11790
Person
Payroll
Noncash
r
r
(b)
Name, address, and ZIP+ 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
--
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
--
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
--
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
--
r
r
r
(a)
No.
(b)
Name, address, and ZIP+ 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
--
r
r
r
Schedule
Page 3
Name of organization
Employer
identification
number
20-1982204
1=,,.,,.11
(a) l\b.
from
Part I
l\bncas h Property
(see instructions)
Description
(b)
of noncash property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) l\b.
from
Part I
Description
(b)
of noncash property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) l\b.
from
Part I
Description
(b)
of noncash property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) l\b.
from
Part I
Description
(b)
of noncash property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) l\b.
from
Part I
Description
(b)
of noncash property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
(a) l\b.
from
Part I
Description
(b)
of noncash property
(c)
FMV (or estimate)
given
(see instructions)
(d)
Date received
-$
Schedule
Page 4
Name of organization
Employer identification
number
20-1982204
(d) Description
--
(e) Transfer
Transferee's
(a) l\b.
from
Part I
name, address,
and ZIP 4
of gift
Relationship
of transferor
to transferee
(d) Description
--
(e) Transfer
Transferee's
(a) l\b.
from
Part I
name, address,
and ZIP 4
of gift
Relationship
of transferor
to transferee
(d) Description
--
(e) Transfer
Transferee's
(a) l\b.
from
Part I
name, address,
and ZIP 4
of gift
Relationship
of transferor
to transferee
(d) Description
--
(e) Transfer
Transferee's
name, address,
and ZIP 4
of gift
Relationship
of transferor
Schedule
to transferee
lefile
I As Filed
Data -
DLN:934913190070341
EIN: 20-1982204
REBEKAH"8aCER
Person Name
Explanation
lefile
GRAPHIC print
Note: To capture
- DO NOT PROCESS
TY 2013 Gain/Loss
I As
Filed
of this document,
Data -
please
select
DLN:93491319007034
landscape
mode
(11"
x 8.5")
when
printing.
EIN: 20-1982204
Name
MEDALLION
INVESMENTS
Date Acquired
How Acquired
Date Sold
2013-01
PURCHASE
2013-12
Purchaser
Name
9,886,617
Basis
Sales Expenses
Total (net)
9,886,617
Accumulated
Depreciation
lefile
GRAPHIC
I As
- DO NOT PROCESS
TY 2013 Investments
Stock Schedule
Filed
Data -
DLN:934913190070341
Corporate
Name:
EIN: 20-1982204
Name of Stock
MEDALLION INVESTMENTS
30,297,161
30,297,161
lefile
GRAPHIC
- DO NOT PROCESS
I As
Filed
Data -
DLN:934913190070341
EIN: 20-1982204
Category
FEDERAL
EXCISE
TAX
Amount
22,491
Net Investment
Income
Adjusted Net
Income
Disbursements
Charitable
Purposes
for