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Return of Private Foundation

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

B Telephone number (see 1nstnuct1ons)

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY 10023

r In1t1al return of a former public charity


r A mended return
r Name change
H Check type of organ1zat1on
P"Section 501(c)(3) exempt private foundation
r Section 494 7(a)(l) nonexempt charitable trust r Other taxable private foundation
J Accounting
method
r Cash P"Accrual
I Fair market value of all assets at end
of year (from Part II, col. (c),
r
Other (specify)
!me 16)..,.$ 35,170,698
G Check

r In1t1al return
r Final return
r Address change

a II that apply

C If exemption application 1spending, check here

D 1. Foreign organizations, check here

2. Foreign organizations meeting the 85% test,

check here and attach computation


E If private foundation status was terminated
under section 507( b)( l)(A), check here
F

If the foundation 1sin a 60-month temnmat1on


under section 507( b)( 1)( B), check here

(Part I, column (d) must be on cash basis.)

l:a-11
1
2

Analysis

Contributions,
schedule)

gifts, grants,

1fthe foundation

Check..,.
Sch

D1v1dends and interest

Sa

6a
b

Net rental

income

Net gain or (loss)

(a) Revenue and

expenses per
books

(d) Disbursements
(b) Net investment

(c) Adjusted net

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

(from Part IV, line 2)


gain

mod1f1cat1ons

Gross sales
allowances
Less

526,672

from securities.

gain net income

Income

526,672

cash investments

from sale of assets

less returns

and

Cost of goods sold

Gross

profit or (loss)

(attach

11

Other

income

schedule)

12

Total. Add lines 1 through

(attach

13

Compensation

14

Other

15

Pension

!::

16a

Legal fees (attach

,fl

received

1s not required

Gross sales price for all assets


9,886,617

10a

(The

rents

Capital

etc,

and temporary

Gross

:r;
Ci::

on savings

and Expenses

Interest

of Revenue

total of amounts m columns (b), (c), and (d) may not


necessanly equal the amounts m column (a) (see
mstmctwns) )

'
'
'
'
'

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)

Total operating and administrative

Contributions,

expenses.
22,491

23

gifts, grants

Total expenses and disbursements.


25

27

Subtract

13,492,358

13,492,358

paid.

26

Add lines 24 and

13,492,358

13,514,849

line 26 from line 12

Excess of revenue over expenses and disbursements

Net investment

Adjusted

For Paperwork

and publ1cat1ons
expenses

Add lines 13 through

25

schedule).

fees (attach

income (1f negative,

net income (1f negative,

-2,454,613
526,672

enter -0-)

526,672

enter -0-)

Reduction Act Notice, see instructions.

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

'-""

due from officers,

notes and loans receivable


allowance

and deferred

35,170,698

schedule),..

charges
obl1gat1ons (attach

(attach

schedule).

Investments-corporate

bonds (attach

schedule).

Investments-land,

deprec1at1on (attach

13

Investments-other

14

Land, bu1ld1ngs, and equipment

29,390,194

schedule),..

schedule)
basis,..

deprec1at1on (attach

15

Other assets

16

Total assets (to be completed

schedule),..

(describe,..

)
by all filers-see

the
37,625,310

Also, see page 1, item I)

17

Accounts

18

Grants

payable

19

Deferred

20

Loans from officers,

',!;I

loans
(attach

accumulated

schedule)

basis,..

bu1ld1ngs, and equipment

accumulated

Investments-mortgage

23

(attach

stock

and accrued

expenses

payable
revenue

Mortgages
Other

35,170,697

(see 1nstruct1ons)

S and state government

12

..0 21
,r.:;
.:i 22

30,297,161

and other

for sale or use

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

Attached schedules and amounts in the description column


should be for end-of-year amounts only (See instructions )

directors,

trustees,

and other notes payable

and other d1squal1f1ed persons

(attach

schedule)

l1ab1l1t1es (describe,..

Total liabilities (add lines 17 through

22)

Foundations that follow SFAS 117, check here ,..

'

and complete lines 24 through 26 and lines 30 and 31.


,fl

24

Unrestricted

,r.:;

25

Temporarily

,r.:;

26

Permanently

Q)

!::

ca
-::::::
~

,fl

$,fl
,fl

restricted

...p-

and complete lines 27 through 31.

u.
0

restricted

Foundations that do not follow SFAS 117, check here

!::

,_

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

Total net assets or fund balances (see page 1 7 of the

1nstruct1ons).

31

Total liabilities and net assets/fund

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

balances (see page 1 7 of

the 1nstruct1ons)

fflfOI

37,625,310

in Net Assets or Fund Balances

or fund balances
figure reported

at beg1nn1ng of year-Part
on prior year's

II, column

(a), line 30 (must agree

return)

Enter amount from Part I, line 27a

Other

Add lines 1, 2, and 3

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

at end of year (line 4 minus line 5)-Part

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

Gams an d Losses f or Tax on Investment

l:F-Till"t Capita

Income
(b) How acquired

(a) List and describe

the k1nd(s) of property sold (e g, real estate,


brick warehouse, or common stock, 200 shs MLC Co)

2-story

(d) Date sold

(c) Date acquired


(mo, day, yr)

P-Purchase
D-Donat1on

(mo,

day, yr)

la

(g) Cost or other basis

(f) Deprec1at1on allowed


(or allowable)

(e) Gross sales price

plus expense

(h) Gain or (loss)


(e) plus (f) minus (g)

of sale

b
C

d
e
Complete

only for assets

showing

gain 1n column

(h) and owned by the foundation

(j) AdJusted basis


asof12/31/69

(i) FM V asof12/31/69

on 12/31/69

(I) Gains (Col (h) gain minus


col (k), but not less than -0-) or
Losses (from col (h))

(k) Excess of col (1)


over col (J), 1f any

b
C

d
e

Capital

Net short-term

gain net income or (net capital


capital

gain or (loss)

as defined

If gain, also enter 1n Part I, line 8, column


1n Part I, line 8

.
ifliA"4

Quahf1cat1on

Under Section

(For optional

use by domestic

private

If section

..

4940(d)(2)

applies,

If gain, also enter 1n Part I, line 7


If (loss), enter -0- 1n Part I, line 7

1n sections

1222(5)

for Reduced

subJect to the section

and (6)

If (loss),

(c) (see 1nstruct1ons)

4940(e)

foundations

enter -0-

Tax on Net Investment

4940(a)

tax on net investment

Income
income)

leave this part blank

Was the foundation liable for the section


If "Yes," the foundation does not qualify

1 Enter the appropriate

loss)

amount

1n each column

(a)

for each year, see page 18 of the 1nstruct1ons

(b)

Base period years Calendar


year (or tax year beginning in)

amount of any year 1n the base period7


4942 tax on the distributable
under section 4940(e)
Do not complete this part

Adjusted qualifying d1stnbut1ons

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

Total of line 1, column

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

Enter the net value ofnoncharitable-use

Multiply

Enter 1% of net investment

Add lines 5 and 6.

Enter qual1fy1ng d1stribut1ons

from Part XII,

If line 8 1s equal to or greater


the Part VI 1nstruct1ons

than line 7, check the box 1n Part VI, line 1 b, and complete

(d).

assets

for 2013

from Part X, line 5.

line 4 by line 3.

5
income

(1% of Part I, line 27b).

line 4.

5,267

5,267

13,492,358

that part using a 1 % tax rate

See

Form 990-PF

(2013)

page 4

Form 9 9 O- P F ( 2 O 1 3 )

l:J.fiifJI

Excise Tax Based on Investment

Exempt

la

operating

foundations

Income (Section 4940(a),

described

1n section

4940(b),

4940 (d)(2 ), check

4940(e),

here ,..

or 4948-see

page 18 of the instructions)


'

and enter "N/A"

on line 1
Date of ruling or determ1nat1on
instructions)

Domestic
here,..

foundations
p-and

letter

that meet the section

Tax under section


enter -0-)

Subtitle A (income)
enter -0-)

Tax based on investment

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

Tax paid with appl1cat1on for extension

Backup w1thhold1ng erroneously

foreign organ1zat1ons-tax

and payments

overpayment

withheld

credited

to 2013

Total

Enter any penalty for underpayment

Tax due. If the total ofl1nes

6a

at source

5,176

6c

2,750

6d

Add lines 6a through


of estimated

6d.
tax

7
Check

here

p- 1f Form

2220

1s attached

5 and 8 1s more than line 7, enter amount owed.

Enter the amount

of line 10 to be Credited to 2014 estimated tax...

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

or local leg1slat1on or did

Yes

1n any pol1t1cal campa1gn7

Did 1t spend more than $100


the 1nstruct1ons

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

oft1me to file (Form 8868)

withheld.

Overpayment.

5,267

Others

line 4 from line 3 If zero or less, enter -0-.

income. Subtract

tax payments

10

5,267

'

tax (domestic

if necessary-see

credits

copy of letter

4940 (e) requirements

enter 2% of line 27b

511 (domestic

Add lines 1 and 2.

2013

(attach

enter 1% of Part I, line 27b

All other domestic foundations


Part I, line 12, col (b)

______

during the year (either

directly

or 1nd1rectly) for pol1t1cal purposes

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

Enter the amount

with the act1v1t1es.

le

file Form 1120-POL for this yea r7.


(1fany)

(1) On the foundation


e

by the foundatJOn 1n connection

or d1stnbuted

of tax on pol1t1cal expenditures

Enter the reimbursement

(1f any) paid by the foundation

on foundation

,.. $ _______

managers

Has the foundation

engaged

(section

(2) On foundation

,.. $ ________

4955)

imposed

managers

during the year

,.. $ _______

during the year for pol1t1cal expenditure

tax imposed

1n any act1v1t1es that have not previously

been reported

to the IRS7

No

No

4a

No

If "Yes," attach a detailed descnpt1on of the act1v1t1es.


Has the foundation

of 1ncorporat1on,

4a
b
5

made any changes,

Did the foundation

If "Yes,"

have unrelated

If "Yes," attach the statement


Are the requirements

By language

By state

business

instrument,

articles

of$1,000

or more during the year7.

with the state

4b

508(e)

(relating

instrument,

during the year7

4941

through

4945)

sat1sf1ed either

or

law remain 1n the governing

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

Enter the states

to which the foundation

reports

orw1th which 1t 1s registered

If the answer 1s "Yes" to line 7, has the foundation


(or designate)

Is the foundation

of each state

cla1m1ng status

or 4 9 4 2 (J)(5) for calendar

as required

as a private

furnished
by General

operating

year 2 O 13 or the taxable

(see 1nstruct1ons)

a copy of Form 990-PF


Instruction

foundation

to the Attorney

G7 If "No," attach explanation.

w1th1n the meaning

of section

year beg1nn1 ng In 2 O 13 (see I nstruct1ons

4942(J)(3)

for Pa rt XIV )7

If "Yes," complete Part XIV


10

No

T.

to sections

amends the governing

have at least $5,000

contraction

...__________________________________________
_
General

gross income

required by General Instruct/On

of section

1n the governing

Did the foundation


Part XV.

Sa

to the IRS, 1n its governing

If "Yes," attach a conformed copy of the changes

d1ssolut1on, or substantial

leg1slat1on that effectively

that conflict
7

reported

has 1t filed a tax return on Form 990-T for this year7.

Was there a l1qu1dat1on, term1nat1on,

not previously

or bylaws, or other s1m1lar 1nstruments7

Did any persons


and addresses.

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

or 1nd1rectly, own a controlled

schedule

w1th1n the

(see 1nstruct1ons).

to a donor advised
statement

entity

fund over which the foundation

(see 1nstruct1ons)

with the public 1nspect1on requirements

for its annual returns

and exemption

Located

at ... 119 WEST 72ND STREET PO BOX 248 NEW YORK NY

Section

494 7(a)(l)

nonexempt

a bank, securities,

charitable

of tax-exempt

At any time during calendar

trusts

interest

year 2013,

for exceptions
.,_

Statements

or accrued

did the foundation


1n a foreign

and f1l1ng requirements

Regarding

la During the year did the foundation

1n lieu of Form 1041-Check

directly

or leasing

(4) Pay compensation

have an interest

to, or pay or reimburse

1n ora signature

or other authority

1 If "Yes",

If any answer 1s "Yes" to la(l


53 4941(d)-3

Did the foundation

credit

to (or accept

foundation

11st the years.,_

to incorrect

3a

income

of, a d1squal1f1ed person?

off1c1al7 (Exception.

regarding

regarding

(section

disaster

disaster

under the exceptions

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 __

(does not apply for years the foundation

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

are being applied

business

No

the prov1s1ons of section

1ncome7 (If applying

section

4942(a)(2)
4942(a)(2)

1nstruct1ons).

2b

to any of the years listed

1n 2a, 11st the years here

20 __

holdings

after May 26, 1969,


under section

Yes

20 __

or 1nd1rect interest

1n any business

enterprise

1n 2013

of (1) any purchase

at

did 1t have excess

the foundation

as a result

(2) the lapse of the 5-year

4943(c)(7

)) to dispose

of holdings

Yes

No

by the foundation

period (or longer period approved


acquired

by gift or bequest,

or (3)

15-, or 2 0-yea r f1rst phase hold1 ng period7 (Use Schedule C, Form 4720, to determme

had excess bus mess holdmgs m 2013.).

Did the foundation

invest

Did the foundation

make any investment

charitable

that had not been removed

purpose

No

here.

1n 1 a, other than excepted

have any undistributed

hold more than a 2% direct

or d1squal1f1ed persons

If

Yes

(see page 20 of the 1nstruct1ons)7.

any time during the year7.

Yes

No

Check "No"

beg1nn1ng before 20137.

answer "No" and attach

4942)

4942(J)(3)

did the foundation

valuation

20 __

Did the foundation

notice

20 __

If the prov1s1ons of section


,

No

1t from)

1f term1nat1ng w1th1n 90 days ).

notice

defined 1n section

Are there any years listed

.,_ 20

before the first day of the tax year beg1nn1ng 1n 20137.

for tax year(s)

to all years listed,


c

service,

on a current

At the end of tax year 2013,

(relating

the expenses

)-(6 ), did any of the acts fail to qualify

on failure to distribute

If "Yes,"

I Yes
I

May Be Required

applies.

them from) a d1squal1f1ed person?

engage 1n a prior year 1n any of the acts described

that were not corrected

and 6e, Part XIII)

.,_'

enter the name of the

with a d1squal1f1ed person?

extend

to a government

or 1n a current

O rgan1zat1ons relying

agreed to make a grant to or to employ the off1c1al for a period

after term1nat1on of government

operating

over

16

or use of a d1squal1f1ed person)?.

1f the foundation

331-0515

to a d1squal1f1ed person (or make any of either available

(6) Agree to pay money or property

Taxes

Yes

or 1nd1rectly)

of property

or fac1l1t1es to (or accept

any income or assets

for the benefit

13

15

country?

a d1squal1f1ed person?.
(3) Furnish goods, services,

no .,_(631)

.,_

for Which Form 4720

(2) Borrow money from, lend money to, or otherwise

No

here.

during the year.

for Form TD F 90-22

Activities

(either

(1) Engage 1n the sale or exchange,

section

12

ZIP +4 ... "'1-"0-'0-'2;;..3;;._


_______

File Form 4720 if any item is checked in the "Yes" column, unless an exception

appl1cat1on7

Telephone

f1l1ng Form 990-PF

received

or other f1nanc1al account

See 1nstruct1ons
foreign country

(5) Transfer

No

The books are 1n care of.,._R_E_B_E_K_A_H_M_E_R_C_E_R


____________________

Part VII-B

11
or a d1squal1f1ed person had

.,__N_O_T_A_P_P_LI_C_A_B_L_E
______________________________________

and enter the amount

16

If"Yes,"

make a d1stribut1on

Did the foundation


Website

14

512(b)(13)7

Did the foundation


advisory

13

of section

(continued)

Activities

At any time during the year, did the foundation,


meaning

12

Regarding

during the year any amount

3b

1n a manner that would Jeopardize

1n a prior year (but after December


from Jeopardy

31, 1969)

its charitable

4a

purposes?

that could Jeopardize

No

its
4b

before the first day of the tax year beg1nn1ng 1n 20137


Form

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

During the year did the foundation


(1) Carry on propaganda,

(2) Influence

for Which Form 4720

attempt

to influence

of any spec1f1c public election

or 1nd1rectly, any voter reg1strat1on

(see section

a grant to an 1nd1v1dual for travel,

a grant to an organ1zat1on other than a charitable,


), (2), or (3), or section

purposes,

or for the prevention

etc,

4940(d)(2)7

Regulations

section

53 4945

O rgan1zat1ons relying

or 1n a current

on a current

If the answer 1s "Yes" to question

tax because

of cruelty

Did the foundation,


a personal

Yes

Yes

.1

Yes

carry

sc1ent1f1c, literary,

regarding
disaster

fail to qualify

under the exceptions

disaster

assistance

assistance

check

claim exemption

described

(see 1nstruct1ons)7.

during the year, receive

[7 No
1n
Sb

from the

Yes

Yes

[7 No

No

sectJOn 53.4945-S(d).

any funds, directly

during the year, pay premiums,

[7 No

_,,.'

here.

respons1b1l1ty for the grant?.

required by Regulations

[7 No
Yes [7 No

or

or animals 7.

or 1nd1rectly, to pay premiums

on

benefit contract?.

Did the foundation,

notice

regarding

1
1

[7 No

organ1zat1on described

to children

5a(4 ), does the foundation

1t ma1nta1ned expenditure

If "Yes," attach the statement


6a

notice

orto

(see 1nstruct1ons).

If any answer 1s "Yes" to 5a(l )-(5 ), did any of the transactions

4955),

Yes

or other s1m1lar purposes?

(5) Provide for any purpose other than rel1g1ous, charitable,


educational

(continued)

4945(e))7

drive 7.

(4) Provide

509(a)(l

study,

leg1slat1on (section

(3) Provide

1n section

May Be Required

pay or incur any amount to

or otherwise

the outcome

on, directly

Activities

directly

or 1nd1rectly, on a personal

benefit contract?.

6b

No

If "Yes" to 6b, file Form 8870.


At any time during the tax year, was the foundation

7a

If yes, did the foundation

l:ifil*dil
1

receive

any proceeds

Information
About Officers,
and Contractors

List all officers,

directors, trustees,

foundation

REBEKAH MERCER

~
BLVD APT
10069

Directors,

DIRECTOR
30 00

Compensation of five highest-paid

employees

(a) Name and address of each employee


paid more than $50,000

Trustees,

transact1on7

Yes

No

Managers,

7b

Highly Paid Employees,

(see instructions).

(c) Compensation
(If not paid, enter

(d) Contributions
to
employee benefit plans
and deferred compensation

-0-)
0

(other than those included on line 1-see

(b) Title, and average


hours per week
devoted to pos1t1on

f7

to the transact1on7.

Foundation

managers and their compensation

(b) Title, and average


hours per week
devoted to pos1t1on

(a) Name and address

240 RIVERSIDE
NEWYORK,NY

a party to a proh1b1ted tax shelter

or have any net income attributable

(c) Compensation

(e) Expense account,


other allowances
0

instructions).

If none, enter "NONE."

(d) Contributions
to
employee benefit
plans and deferred
compensation

(e) Expense account,


other allowances

NONE

Total number of other employees

paid over $50,000.

,,.
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

(a) Name and address

of each

Directors,

Trustees,

Foundation

contractors for professional services (see instructions).

person

paid more than

(b) Type

$50,000

Managers,

Highly

Paid Employees,

If none, enter "NONE".

(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

Describe the two largest 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

See page 24 of the 1nstruct1ons

Total. Add lines

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

Return (All domestic foundations

not used (or held for use) directly

1n carrying

must complete this part. Foreign foundations,


out charitable,

etc,

purposes

Average

monthly

Average

of monthly

fair market

value of securities.

cash balances.

Fair market

Total (add lines la, b, and c).

value of all other assets

Reduction

claimed

for blockage

le (attach

detailed

explanation).

Acqu1s1t1on indebtedness

Subtract

Cash deemed

(see 1nstruct1ons).

or other factors

reported

held for charitable

Minimum investment

le

ld

to line 1 assets.

act1v1t1es Enter 1 1/2%

of line 3 (for greater

amount,

assets. Subtract

line 4 from line 3 Enter here and on Part V, line 4

return. Enter 5% of line 5.

1:1.fiS:d Distributable

see

1ns truct10 ns ).

Net value of noncharitable-use

lb

I le I

applicable

on lines 1 a and

line 2 from line ld.

la

Amount (see instructions) (Section 4942(])(3) and (J)(S) private operating


certain fore1qn orqan1zat1ons check here..,._
and do not complete this part.)

M 1n1mum investment

2a

Tax on investment
Incometaxfor2013

Add lines 2a and 2b.

from Part VI, line 5.

(This does not include

amount

Recoveries

of amounts

Add lines 3 and 4.

Deduction

Distributable

the tax from Part VI ).

2a
2b

5,267

before adJustments
treated

Subtract

as qual1fy1ng d1stribut1ons.

from distributable

amount

amount as adJusted

(see 1nstruct1ons).

Subtract

line 6 from line 5 Enter here and on Part XIII,

1m1!.+ Qualifying
Amounts

contributions,

Program-related
Amounts

Amounts

Distributions

expenses)

gifts, etc -total

investments-total

paid to acquire

assets

to accomplish

from Part I, column

charitable,

etc,

purposes

la

(d), line 26.

from Part IX-B.


used (or held for use) directly

out charitable,

etc,

2
set aside for spec1f1c charitable

Su1tab1l1ty test (prior IRS approval

Cash d1stribut1on

Qualifying

Foundations

Adjusted

13,492,358

lb
1n carrying

purposes.

income

(see instructions)

paid (1nclud1ng adm1n1strat1ve

Expenses,

5,267

line 2c from line 1.

line 1.

and

2c

Distributable

foundations

return from Part X, line 6.


income for 2013

test (attach

distributions.
that qualify

proJects that satisfy

the

3a

required).

the required

schedule).

Add lines la through


under section

4940(e)

3b

3b Enter here and on Part V, line 8, and Part XIII,


for the reduced

line 4

Subtract

13,492,358

rate of tax on net investment

Enter 1% of Part I, line 27b (see 1nstruct1ons).

qualifying distributions.

line 5 from line 4.

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

Enter amount for 2012

amount for 2013


income,

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

Total of lines 3a through

1,567,678

4 Q ual1fy1ng d1stribut1ons
a Applied

.... $

26,163,397

e.
for 2013

from Part
13,492,358

to 2012,

but not more than line 2a

b A ppl1ed to undistributed
(Election required-see

income of prior years


1nstruct1ons).

c Treated as d1stribut1ons out of corpus


required-see
1nstruct1ons).
d Applied

to 2013

distributable

e Rema1n1ng amount
5

Excess

only.

Excess

line 4

(d)
2013

from Part XI, line 7

XII,

(c)
2012

1f any, as of the end of 2013

b Total for prior years


d1stribut1ons

(b)
Years prior to 2012

distributed

d1stribut1ons

carryover

(Election

amount.
13,492,358

out of corpus
applied to 2013

(If an amount appears 1n column (d), the


same amount must be shown 1n column (a).)
6

Enter the net total of each column as


indicated below:

a Corpus

Add lines 3f, 4c, and 4e Subtract

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.

d Subtract line 6c from line 6b Taxable


-see 1nstruct1ons.

amount

e Undistributed
income for 2012 Subtract
4a from line 2a Taxable amount-see
1nstruct1ons.
f

line

U nd1stributed income for 2 O 13 Subtract


lines 4d and 5 from line 1 This amount must
be distributed
1n 2014.

7 A mounts treated as d1stribut1ons out of


corpus to satisfy requirements
imposed by
section 170(b)(l)(F)
or4942(g)(3)
(see
1nstruct1ons).
8 Excess d1stribut1ons carryover from 2008 not
applied on line 5 or line 7 (see 1nstruct1ons).
9 Excess distributions carryover to 2014.
Subtract lines 7 and 8 from line 6a.
10 Analysis ofl1ne 9
1,774,307
a Excess from 2009.
4,039,000
b Excess from 2010.
7,105,215
C Excess from 2 O 11.
11,677,197
d Excess from 2 O 1 2.
13,492,358
e Excess from 2 O 1 3.

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

If the foundation has received a ruling or determ1nat1on letter that 1t 1s a private


foundation, and the ruling 1s effective for 2013, enter the date of the ruling.

b Check box to 1nd1cate whether the organ1zat1on IS a private


2a

Enter the lesser of the adJusted net


income from Part I or the m1n1mum
investment
return from Part X for each
year listed.

85%

Q ual1fy1ng d1stribut1ons from Part XII,


line 4 for each year listed.

Amounts included 1n line 2c not used


directly for active conduct of exempt
act1v1t1es

Q ual1fy1ng d1stribut1ons made directly


for active conduct of exempt act1v1t1es
Subtract line 2d from line 2c.

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.

Complete 3a, b, or c for the


alternative
test relied upon
alternative
test-enter
a "Assets"

(1)
(2)
b

Value of all assets

Value of assets qual1fy1ng


under section 4942(J)(3 )(B)(1)

"Endowment"
alternative
testenter 2/3
of m1n1mum investment
return shown 1n
Part X, line 6 for each year listed.
"Support" alternative
test-enter

(1)

Total support other than gross


investment
income (interest,
d1v1dends, rents, payments
on securities
loans (section
512(a)(5)),
or royalties).

(2)

Support from general public


and 5 or more exempt
organ1zat1ons as provided 1n
section 4942(J)(3)(B)(111).
Largest amount of support
from an exempt organ1zat1on

(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

this part only if the organization


instructions.)

had $5,000

or more in

Information

Regarding Foundation 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 1fthey have contributed
more than $5,000)
(See section 507(d)(2))

a List any managers

b List any managers


ownership

Information

of the foundation who own 10% or more of the stock of a corporation


(or an equally
of a partnership
or other entity) of which the foundation has a 10% or greater interest

Regarding Contribution,

large portion

of the

Grant, Gift, Loan, Scholarship, etc., Programs:

.,_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

a The name, address,

and telephone

number of the person to whom appl1cat1ons

b The form 1n which appl1cat1ons should be submitted

should

and 1nformat1on and materials

under

be addressed

they should

include

c Any subm1ss1on deadlines

d Any restrictions

or l1m1tat1ons on awards, such as by geographical

areas, charitable

fields,

kinds of 1nst1tut1ons, or other

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

show any relat1onsh1p to


any foundation manager
contributor
or substantial

(home or business)

for Future

Foundation
status of
rec1p1ent

Payment
Purpose of grant or
contribution

A mount

a Paid dunng the year


See Add1t1onal Data Table

....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

I :F-Til ;i"~!lit~J Ana


Enter gross amounts

1 Program service

IYSIS

unless

f Income-Pro

otherwise

12

d ucmg Act1v1t1es

1nd1cated

Unrelated
(a)
Business
code

revenue

business

income

Excluded by section 512, 513, or 514

(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.

income or (loss) from real estate

a Debt-financed
6

cash
526,672

4 D1v1dends and interest


5 Net rental

agencies

dues and assessments.

investment

property.
or (loss) from personal
income.

8 Gain or (loss) from sales of assets


inventory
9 Net income or (loss) from special

other than
9,886,617

events

10 Gross profit or (loss) from sales of inventory.


11 Other revenue a

b
C

d
e

12 Subtotal
13

Add columns

(b), (d), and (e).

10,413,289

Total. Add line 12, columns (b), (d), and (e).


(See worksheet 1n line 13 1nstruct1ons to verify calculations)

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

from the reporting

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)

Rental of fac1l1t1es, equipment,

(4)

Reimbursement

(5)

Loans or loan guarantees.

(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.

d If the answer to any of the above 1s "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
1n any transaction
or sharing arrangement,
show 1n column (d) the value of the goods, other assets, or services received

(a) Line No

(b) Amount involved

2a Is the foundation
described

directly

1n section

b If "Yes," complete

(c) Name of nonchantable exempt organ1zat1on

or 1nd1rectly aff1l1ated with, or related

5 O 1 (c) of the Code (other than section


the following

to, one or more tax-exempt

5 O 1 (c )(3 )) or 1n section

(b) Type of organ1zat1on

Under penalties of perJury, I declare that I have examined this return,


the best of my knowledge and belief, 1t 1s true, correct, and complete
based on all 1nformat1on ofwh1ch preparer has any knowledge

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

(a) Name of organ1zat1on

Sign
Here

(d) Description of transfers, transactions, and sharing arrangements

GOLUB

LACAPRA

2 ROOSEVELT

117763337

WILSON

AVE

& DETIBE

PRT JEFF STA,

(c) Description of relat1onsh1p

Form 990PF

Part XV Line 3 - Grants

If rec1p1ent 1s an 1nd1v1dual,

Rec1p1ent
Name and address

and Contributions

(home or business)

show any relat1onsh1p to


any foundation manager
contributor
or substantial

Paid During the Year or Approved


Foundation
status of
rec1p1ent

Purpose of grant or
contribution

for Future

Payment
A mount

a Paid dunng the year

so

NON PROFIT

DONATION

877,000

NON PROFIT

DONATION

1,250,000

NON PROFIT

DONATION

2,972,420

COUNCIL FOR NATIONAL


POLICY
1411 K STREET NW STE 601
WASHINGTON,
DC 20005

NON PROFIT

DONATION

50,000

THE GEORGE WBUSH


BOX 600610
DALLAS,TX
75360

PO

NON PROFIT

DONATION

100,000

190

NON PROFIT

DONATION

250,000

THE STONY BROOK FOUNDATION


230 ADMINISTRATION
STONY BROOK UNIVERSITY
STONY BROOK, NY 117941188

NON PROFIT

DONATION

1,263,938

YOUNG AMERICANS
FOUNDATION
110 ELDEN STREET
HERNDON,VA
20170

NON PROFIT

DONATION

50,000

THE BARRY GOLDWATER


INSTITUTE
FOR PUBLIC POLICY
500 E
CORONADO
ROAD
PHOENIX,AZ
85004

NON PROFIT

DONATION

300,000

THE WORLD SCIENCE FESTIVAL


475 RIVERSIDE
DRIVE
SUITE 950
NEWYORK,NY
10115

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

THE HEARTLAND INSTITUE


LASALLE STE 903
CHICAGO,IL
60603
MUSEUM OF NATURAL
CPW 79TH STREET
NEWYORK,NY
10024

19

HISTORY

MEDIA RESERACH CENTER


PATRICK STREET
ALEXANDRIA,VA
22314

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

Part XV Line 3 - Grants

If rec1p1ent 1s an 1nd1v1dual,

Rec1p1ent
Name and address

and Contributions

(home or business)

show any relat1onsh1p to


any foundation manager
or substantial
contributor

Paid During the Year or Approved


Foundation
status of
rec1p1ent

Purpose of grant or
contribution

for Future

Payment
A mount

a Paid dunng the year

CTR FOR DEFENSE OF FREE


ENTERPRISE
12500 NE TENTH
PLACE
BELLEVUE,WA
98005

NON PROFIT

DONATION

550,000

CHERISH FREEDOM FOUNDATION


1006 CAMERON STREET
ALEXANDRA,VA
22314

NON PROFIT

DONATION

50,000

THE BECKET FUND 1200 NEW


HAMPSHIRE AVE NW
SUITE 700
WASHINGTON,
DC 20036

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

MOVING PICTURES INSTITUTE


575 GREENWICH STREET
NEWYORK,NY
10013

NON PROFIT

DONATION

100,000

THE CALVIN COOLIDGE


FOUNDATION
3780 VERMONT
lOOA
PLYMOUTH,VT
05056

NON PROFIT

DONATION

25,000

OISM PO BOX 1279


CAVE JUNCTION,OR

NON PROFIT

DONATION

200,000

TEXAS FREEDOM NETWORK


AUSTIN
AUSTIN,TX
73301

NON PROFIT

DONATION

EMPIRE CENTER FOR PUBLIC


POLICY
100 STATE STREET
SUITE 600
ALBANY,NY
12201

NON PROFIT

DONATION

100,000

STATE POLICY NETWORK


NORTH FORK MEYER DRI
SUITE 360
ARLINGTON,VA
22209

NON PROFIT

DONATION

50,000

JOB CREATORS ALLIANCE


ADDISON
ADDISON,TX
75001

NON PROFIT

DONATION

100,000

LONDONDERRY
VOL RESCUE
SQUAD 6068 ROUTE 100
LONDENDERRY,VT
05148

NON PROFIT

DONATION

10,000

DOCTORS OF THE WORLD


VARICK STREET
8THFLOOR
NEWYORK,NY
10013

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

Part XV Line 3 - Grants

If rec1p1ent 1s an 1nd1v1dual,

Rec1p1ent
Name and address

and Contributions

(home or business)

show any relat1onsh1p to


any foundation manager
or substantial
contributor

Paid During the Year or Approved


Foundation
status of
rec1p1ent

Purpose of grant or
contribution

for Future

Payment
A mount

a Paid dunng the year

GOVERNMENT
ACCOUNTABILITY
INSTITUTE
TALLAHASSE
TALLAHASSEE,FL
32301

NON PROFIT

DONATION

1,000,000

THE FEDERALIST SOCIETY


18TH STREET NW
SUITE 425
WASHINGTON,
DC 20036

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

letile GRAPHIC print - DO NOT PROCESS

I As

Filed Data -

Schedule B

DLN:934913190070341
0MB No 1545-0047

Schedule of Contributors

(Form 990, 990-EZ,


or 990-PF)

,... Attach to Form 990, 990-EZ, or 990-PF.


,... Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at
www.irs.gov/form990.

Departrrent of the Treasury


Internal Re1.enueSer1,1ce

Name of the organization

2013

Employer identification

MERCER FAMILY FOUNDATION

number

I 20-1982204

Organization type ( check one)


Filers of:
Form 990 or 990-EZ

Form 990-Ff"

Section:

r
r
r

501 ( C )(

number) organization

4947( a)( 1) nonexempt charitable trust not treated as a private foundation


527 pol1t1calorganization

P" 501(c)(3)

r
r

) ( enter

exempt private foundation

4947( a)( 1) nonexempt charitable trust treated as a private foundation


501(c)(3) taxable private foundation

Check 1fyour organization 1scovered by the General Rule or a Special Rule.


Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule See 1nstruct1ons

General Rule

P" For an organization

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

B (Form 990, 990-EZ, or 990-PF) (2013)

Page 2

Schedule B (Form 990, 990-EZ, or 990-Ff") (2013)


Name of organization

Employer identification

number

MERCER FAMILY FOUNDATION

20-1982204

..

Contributor

S (seeinstructions) Useduplicate copies of Part I 1fadd1t1onalspace1sneeded

(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

(Complete Part II for


noncash contributions )

(b)
Name, address, and ZIP+ 4

(c)
Total contributions

(d)
Type of contribution
Person
Payroll
Noncash

--

r
r
r

(Complete Part II for


noncash contributions )

(a)
No.

(b)
Name, address, and ZIP+ 4

(c)
Total contributions

(d)
Type of contribution
Person
Payroll
Noncash

--

r
r
r

(Complete Part II for


noncash contributions )

(a)
No.

(b)
Name, address, and ZIP+ 4

(c)
Total contributions

(d)
Type of contribution
Person
Payroll
Noncash

--

r
r
r

(Complete Part II for


noncash contributions )

(a)
No.

(b)
Name, address, and ZIP+ 4

(c)
Total contributions

(d)
Type of contribution
Person
Payroll
Noncash

--

r
r
r

(Complete Part II for


noncash contributions )

(a)
No.

(b)
Name, address, and ZIP+ 4

(c)
Total contributions

(d)
Type of contribution
Person
Payroll
Noncash

--

r
r
r

(Complete Part II for


noncash contributions )

Schedule

B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-Ff") (2013)

Page 3

Name of organization

Employer

identification

number

MERCER FAMILY FOUNDATION

20-1982204
1=,,.,,.11

(a) l\b.
from
Part I

l\bncas h Property

(see instructions)

Description

Use duplicate copies of Part II 1fadd1t1onalspace 1s needed

(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

B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-Ff") (2013)

Page 4

Name of organization

Employer identification

number

MERCER FAMILY FOUNDATION

20-1982204

Exclusively religious, charitable, etc., individual contributions


to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the follow 1ngline entry
For organizations completing Part Ill, enter the total of exclus1vely rel1g1ous,charitable, etc ,
contributions of $1,000 or less for the year ( Enter this 1nformat1ononce See 1nstruct1ons) ,...
$
Use duplicate copies of Part Ill 1fadd1t1onalspace 1sneeded
(a) l\b.
from
Part I

(b) Purpose of gift

(c) Use of gift

(d) Description

of how gift is held

--

(e) Transfer
Transferee's

(a) l\b.
from
Part I

name, address,

and ZIP 4

(b) Purpose of gift

of gift
Relationship

(c) Use of gift

of transferor

to transferee

(d) Description

of how gift is held

--

(e) Transfer
Transferee's

(a) l\b.
from
Part I

name, address,

and ZIP 4

(b) Purpose of gift

of gift
Relationship

(c) Use of gift

of transferor

to transferee

(d) Description

of how gift is held

--

(e) Transfer
Transferee's

(a) l\b.
from
Part I

name, address,

and ZIP 4

(b) Purpose of gift

of gift
Relationship

(c) Use of gift

of transferor

to transferee

(d) Description

of how gift is held

--

(e) Transfer
Transferee's

name, address,

and ZIP 4

of gift
Relationship

of transferor

Schedule

to transferee

B (Form 990, 990-EZ, or 990-PF) (2013)

lefile

GRAPHIC print - DO NOT PROCESS

I As Filed

Data -

DLN:934913190070341

TY 2013 Compensation Explanation


Name:

MERCER FAMILY FOUNDATION

EIN: 20-1982204

REBEKAH"8aCER

Person Name

Explanation

lefile

GRAPHIC print

Note: To capture

- DO NOT PROCESS

the full content

TY 2013 Gain/Loss

I As

Filed

of this document,

Data -

please

select

DLN:93491319007034
landscape

mode

(11"

x 8.5")

when

printing.

from Sale of Other Assets Schedule


Name:

MERCER FAMILY FOUNDATION

EIN: 20-1982204
Name
MEDALLION

INVESMENTS

Date Acquired

How Acquired

Date Sold

2013-01

PURCHASE

2013-12

Purchaser

Name

Gross Sales Price

9,886,617

Basis

Basis Met hod

Sales Expenses

Total (net)

9,886,617

Accumulated

Depreciation

lefile

GRAPHIC

print

I As

- DO NOT PROCESS

TY 2013 Investments
Stock Schedule

Filed

Data -

DLN:934913190070341

Corporate

Name:

MERCER FAMILY FOUNDATION

EIN: 20-1982204
Name of Stock
MEDALLION INVESTMENTS

End of Year Book


Value

End of Year Fair


Market Value

30,297,161

30,297,161

lefile

GRAPHIC

print

- DO NOT PROCESS

I As

Filed

Data -

DLN:934913190070341

TY 2013 Taxes Schedule


Name:

MERCER FAMILY FOUNDATION

EIN: 20-1982204
Category

FEDERAL

EXCISE

TAX

Amount

22,491

Net Investment
Income

Adjusted Net
Income

Disbursements
Charitable
Purposes

for

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