Nonprofit · EIN 22-6063382
MERCK FAMILY FUND
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,153,396 | $5,597,472 | -$1,444,076 | $64,069,737 | $1,893,702 | $62,176,035 |
| December 31, 2023 | 990-PF | $2,856,107 | $4,031,536 | -$1,175,429 | $62,426,771 | $441,765 | $61,985,006 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $82,014
- Dividends
- $1,063,367
- Interest
- $7,814
- Net gain from sales of assets
- $2,998,410
- Other income
- $1,791
Expenses
- Grants and similar amounts paid
- $4,624,836
- Compensation of officers, directors and key employees
- $336,834
- Disbursements for charitable purposes
- $3,811,068
- Excise tax on investment income
- $68,630
Balance sheet and other
- Total assets, start of year
- $62,426,771
- Total assets, end of year
- $64,069,737
- Total liabilities, end of year
- $1,893,702
- Net assets, end of year
- $62,176,035
- Fair market value of assets
- $64,069,737
- Qualifying distributions
- $3,811,068
- Net investment income
- $5,490,750
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RUTH GOLDMAN 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | EXECUTIVE DIRECTOR | 40 | $182,126 | $77,509 |
| JAMES A MAGUIRE 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | CHIEF FINANCIAL OFFICER | 40 | $154,708 | $59,114 |
| GEORGE WHITRIDGE 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE, PRESIDENT | 1 | $0 | $0 |
| KATHARINE MATYS 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE, VICE PRESIDENT | 1 | $0 | $0 |
| SERENA WHITRIDGE 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE, SECRETARY | 1 | $0 | $0 |
| FREDERICK MORGAN WHITRIDGE 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE, TREASURER | 1 | $0 | $0 |
| NATHANIEL CHAMBERLIN 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE | 1 | $0 | $0 |
| OONA COY 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE (BEGAN 02/4/2024) | 1 | $0 | $0 |
| IAN HATCH 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE | 1 | $0 | $0 |
| WILHELM MERCK 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE | 1 | $0 | $0 |
| WILHELM MERCK JR 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE (THRU 02/04/2024) | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES A MAGUIRE 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | CHIEF FINANCIAL OFFICER | 40 | $154,490 | $57,258 |
| RUTH GOLDMAN 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | EXECUTIVE DIRECTOR (BEGAN 04/15/2023) | 40 | $142,569 | $45,779 |
| DARRYL YOUNG 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | EXECUTIVE DIRECTOR (THRU 04/15/2023) | 40 | $102,932 | $15,401 |
| GEORGE WHITRIDGE 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE, PRESIDENT | 1 | $0 | $0 |
| KATHARINE MATYS 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE, VICE PRES (BEGAN 02/04/2023) | 1 | $0 | $0 |
| SERENA WHITRIDGE 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE, SECRETARY | 1 | $0 | $0 |
| FREDERICK MORGAN WHITRIDGE 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE, TREASURER | 1 | $0 | $0 |
| NATHANIEL CHAMBERLIN 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE | 1 | $0 | $0 |
| IAN HATCH 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE | 1 | $0 | $0 |
| WILHELM MERCK 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE | 1 | $0 | $0 |
| WILHELM MERCK JR 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE | 1 | $0 | $0 |
| ELIZA HATCH 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE (THRU 02/04/2023) | 1 | $0 | $0 |
| OLIVIA FARR 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE (THRU 02/04/2023) | 1 | $0 | $0 |
| SUSANNAH HATCH 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE (THRU 02/04/2023) | 1 | $0 | $0 |
| JOSEPHINE MERCK 131 DARTMOUTH STREET SUITE 301, BOSTON, MA 021165297 | TRUSTEE (THRU 02/04/2023) | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 131 DARTMOUTH STREET, BOSTON, MA 02116-5297
- Signed the 990-PF
- GEORGE WHITRIDGE, PRESIDENT
- Phone
- (781) 789-6516
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6063382
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1958
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $64,069,737
- Income (IRS master file)
- $28,827,981
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,153,396 | $5,597,472 | $64,069,737 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,856,107 | $4,031,536 | $62,426,771 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-6063382).
Questions about MERCK FAMILY FUND
- What is the EIN of MERCK FAMILY FUND?
- The employer identification number (EIN) of MERCK FAMILY FUND is 22-6063382.
- Is MERCK FAMILY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to MERCK FAMILY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERCK FAMILY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERCK FAMILY FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERCK FAMILY FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MERCK FAMILY FUND?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 2 received compensation from the organization, the highest $182,126 (RUTH GOLDMAN, EXECUTIVE DIRECTOR).
- How much revenue does MERCK FAMILY FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,153,396, expenses of $5,597,472 and total assets of $64,069,737 at year end.
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