l efile GRAPHIC print - DO NOT PROCESS Form As Filed Data - DLN:93491319042627 OMB No 1545-0052 990-PF Return of Private Foundation Department of the Trea^un Internal Res enue Sem ice 2016 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. ^ Information about Form 990-PF and its instructions is at www.irs.gov/form990pf. For calendar year 2016, or tax year beginning 01-01-2016 , and ending 12-31-2016 Name of foundation MERCER FAMILY FOUNDATION 20-1982204 Number and street (or P O box number if mail is not delivered to street address) 119 WEST 72ND STREET 248 Room/suite B Telephone number (see instructions) City or town, state or province, country, and ZIP or foreign postal code NEW YORK, NY 10069 ❑ Initial return G Check all that apply ❑ C If exemption application is pending, check here ❑ Initial return of a former public charity ❑ D 1. Foreign organizations, check here ^ ❑ Final return ❑ Amended return El Address change El Name change ❑ Section 4947(a)(1) nonexempt charitable trust I Fair market value of all assets at end 9 Cash Analysis of Revenue and Expenses (The total ( a) of amounts n columns (b), (c), and (d) may not necessarily Contributions, gifts, grants, etc , received (attach schedule) 2 Check ^ ❑ if the foundation is not required to attach Sch B . . . . . . . . . . . . . 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities b ^ ❑ Accrual F If the foundation is in a 60-month termination under section 507(b)(1)(B), check here ^ ❑ . . . . . . . . . (d) Disbursements Revenue and (b) Net investment income (c) Adjusted net income for charitable purposes (cash basis is only) 25,000,000 1 6a under section 507(b)(1)(A), check here expenses per books equal the amounts in column (a) (see instructions) ) a> El If private foundation status was terminated ❑ Other (specify) (Part I, column (d) must be on cash basis ) line 16)101$ 36,017,785 Gross rents ^ ❑ Other taxable private foundation J Accounting method of year (from Part II, col (c), b E ❑ Section 501(c)(3) exem p t p rivate foundation H Check t yp e of or g anization 5a 2. Foreign organizations meeting the 85% test, check here and attach computation 126,357 . . . . . . 126,357 126,357 126,357 126,357 Net rental income or (loss) 7,189,218 Net gain or (loss) from sale of assets not on line 10 Gross sales price for all assets on line 6a 7,189,218 7 Capital gain net income (from Part IV, line 2) 8 Net short-term capital gain . . . . . 9 Income modifications . . . . 10a 0 W ^C . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . 32,315,575 13 Compensation of officers, directors, trustees, etc 14 Other employee salaries and wages . . . . . . 15 Pension plans, employee benefits . . . . . . . Legal fees (attach schedule) . . . . . . . . . b Accounting fees (attach schedule) . . . . . . . c Other professional fees (attach schedule) . . . . 16a R. X w 17 Interest IS Taxes (attach schedule) (see instructions) 1,264 19 . . . 20 Occupancy Depreciation (attach schedule) and depletion . . . . . . . 21 Travel, conferences, and meetings . . . . . . . 22 Printing and publications . . . . . . . . 23 Other expenses (attach schedule) . . . . . . . 24 Total operating and administrative expenses. . . . . . . Add lines 13 through 23 . . . . . . . . . . . . . . . Contributions, gifts, grants paid 26 Total expenses and disbursements . Add lines 24 and 25 a 1,289 0 0 19,025,582 25 27 25 19,026,871 19,025,582 0 19,025,582 Subtract line 26 from line 12 13,288,704 Excess of revenue over expenses and disbursements b Net investment income (if negative, enter -0-) c Adjusted net income (if negative, enter -0-) For Paperwork Reduction Act Notice , see instructions . 126,357 . . 126,357 . Cat No 11289X Form 990-PF (2016) Form 990-PF (2016) Pane 2 Beginning of year Attached schedules and amounts in the description column should be for end-of-year amounts only (See instructions Balance Sheets ® 1 Cash-non-interest-bearing . . . . 2 Savings and temporary cash investments 3 Accounts receivable ^ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . End of year (a) Book Value (b) Book Value 12,302 (c) Fair Market Value 1,505,967 1,505,967 34,508,082 34,508,082 Less allowance for doubtful accounts ^ 4 Pledges receivable ^ 5 Grants receivable . 6 Receivables due from officers, directors, trustees, and other Less allowance for doubtful accounts ^ . . . . . . . disqualified persons (attach schedule) (see instructions) . 7 Other notes and loans receivable (attach schedule) ^ ,A 8 Inventories for sale or use N 1P Q 9 Prepaid expenses and deferred charges Less allowance for doubtful accounts ^ 10a . . . . . . . . . . . . . . . . . . . . . . . . Investments-U S and state government obligations (attach schedule) b Investments-corporate stock (attach schedule) . . . . . . . c Investments-corporate bonds (attach schedule) . . . . . . . 11 Investments-land, buildings, and equipment basis ^ 12 Investments-mortgage loans . 13 Investments-other (attach schedule) 14 Land, buildings, and equipment basis ^ 15 Other assets (describe ^ 16 Total assets (to be completed by all filers-see the 17 Accounts payable and accrued expenses . . . . . . . . . . 18 Grants payable . . . . . . . . . . . . . . . . . . 19 Deferred revenue . . . . . . . . . . . . . . . . . 20 Loans from officers, directors, trustees, and other disqualified persons 22,716,779 04J Less accumulated depreciation (attach schedule) ^ . . . . . . . . . . . . . . . . . . . . . . Less accumulated depreciation (attach schedule) ^ ) 22,729,081 instructions Also, see page 1, item I) C) 3,736 ^J Ij 21 Mortgages and other notes payable (attach schedule). 22 Other liabilities (describe ^ 23 Total liabilities (add lines 17 through 22) . . . . . . . . . . 36,017,785 3,736 36,017,785 J . . . . ❑ Foundations that follow SFAS 117, check here ^ a> 0 and complete lines 24 through 26 and lines 30 and 31. U 24 Unrestricted . . . . . . . . . . . . . . . . 25 Temporarily restricted . . 26 Permanently restricted . . . . . . . . . . . . . . . Foundations that do not follow SFAS 117 , check here ^ and complete lines 27 through 31. d Z 27 Capital stock, trust principal, or current funds 28 Paid-in or capital surplus, or land, bldg , and equipment fund 29 Retained earnings, accumulated income, endowment, or other funds 30 Total net assets or fund balances (see instructions) 31 Total liabilities and net assets/fund balances (see instructions) . . . . 22,729,081 36,017,785 . 22,729,081 36,017,785 . 22,729,081 36,017,785 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 30 (must agree with endof-year figure reported on prior year's return) . . . . . . . . . . . . . . . 1 22,729,081 2 Enter amount from Part I, line 27a 2 13,288,704 3 Other increases not included in line 2 (itemize) ^ 4 Add lines 1, 2, and 3 5 Decreases not included in line 2 (itemize) ^ 5 6 Total net assets or fund balances at end of year (line 4 minus line 5)-Part II, column (b), line 30 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 . . . . . . . . . . . . . . . . . 4 36,017,785 36,017,785 Form 990-PF (2016) Form 990-PF (2016) Page 3 Capital Gains and Losses for Tax on Investment Income How acquired P-Purchase D-Donation List and describe the kind(s) of property sold (e g , real estate, 2-story brick warehouse, or common stock, 200 shs MLC Co Date acquired (mo , day, yr) Date sold (mo , day, yr ) la ( e) (f) Depreciation allowed (or allowable) Gross sales price (g) Cost or other basis plus expense of sale (h) Gain or (loss) (e) plus (f) minus (g) a b C d e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (i) (j) (k) Adjusted basis Excess of col (i) F M V as of 12/31/69 as of 12/31/69 over col (3), if any (I) Gains (Col (h) gain minus col (k), but not less than -0-) or Losses (from col (h)) a b C d e ti If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7 2 Capital gain net income or (net capital loss) 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6) 2 If gain, also enter in Part I, line 8, column (c) (see instructions) If (loss), enter -0. . . . . . . . . . . . . . . in Part I, line 8 • . . . i . 3 Qualification Under Section 4940 ( e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income ) If section 4940(d)(2) applies, leave this part blank Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? If "Yes," the foundation does not qualify under section 4940(e) Do not complete this part 1 ❑ Yes R No Enter the appropriate amount in each column for each year, see instructions before making any entries Base period years Calendar year (or tax year beginning in) Adjusted qualifying distributions 2015 24,542,516 2014 18,298,080 2013 13,487,091 2012 11,669,718 2011 Distributdon ratio (col (b) divided by col (c)) Net value of noncha) stable-use assets 7,095,233 2 Total of line 1, column (d) . . 2 3 Average distribution ratio for the 5-year base period-divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years . . . . . . 4 Enter the net value of noncharitable-use assets for 2016 from Part X, line 5 . . . . . . 3 4 5 Multiply line 4 by line 3 . . . . . . . . . 0 . . . 5 6 Enter 11/o of net investment income (1% of Part I, line 27b) . . . . . . . . . . . 6 1,264 7 Add lines 5 and 6 . . . . . . . . . . . . . . . . . . . . . . 7 1,264 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Enter qualifying distributions from Part XII, line 4 . 8 19,025,582 If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1 % tax rate See the Part VI instructions Form 990-PF (2016) Form 990-PF (2016) Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948-see instructions) Page 4 Exempt operating foundations described in section 4940(d)(2), check here ^ ❑ and enter "N/A" on line 1 la Date of ruling or determination letter b ( attach copy of letter if necessary - see instructions) Domestic foundations that meet the section 4940(e) requirements in Part V, check here ^ M and enter 1% of Part I, line 27b c . . . . . . . . . 1 . . . . . . . . . 1,264 . 2 All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b) Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 3 Add lines 1 and 2 . 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 4 5 Tax based on investment income . Subtract line 4 from line 3 If zero or less, enter -0- . 5 1,264 6 Credits/Payments 7 7,702 . . . . . . . . . . . . . . . . . . . . a 2016 estimated tax payments and 2015 overpayment credited to 2016 b Exempt foreign organizations-tax withheld at source . . . c Tax paid with application for extension of time to file (Form 8868) . . . 6c d Backup withholding erroneously withheld . . . 6d 7 . . . . . Total credits and payments Add lines 6a through 6d . . . . . . . . . . . . . . . . . . . 3 . . 6a . 2 . 1,264 7,702 6b . . . . . . . 8 Enter any penalty for underpayment of estimated tax Check here ❑ if Form 2220 is attached 9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed . . . . . 8 . . ^ 9 . ^ 10 Refunded ^ 11 10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . 11 Enter the amount of line 10 to be Credited to 2017 estimated tax ^ la During the tax year, did the foundation attempt to influence any national , state , or local legislation or did 6,438 . 6,438 Statements Regarding Activities it participate or intervene in any political campaign? b . . . . . . . . . . . . . . Yes . . . . . . No la Did it spend more than $ 100 during the year ( either directly or indirectly) for political purposes (see Instructions for definition )? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . lb If the answer is "Yes " to la 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? . d Enter the amount ( if any) of tax on political expenditures ( section 4955) imposed during the year (1) On the foundation e ^ $ . . . . . . . . . . . . . . . . . . . . lc . . . . . . ( 2) On foundation managers ^ $ 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 3 No 4a 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 4a b 5 Did the foundation have unrelated business gross income of $1 , 000 or more during the year? . If "Yes ," has it filed a tax return on Form 990 - T for this year? . . . . . . . . . . . . Was there a liquidation , termination , dissolution , or substantial contraction during the year? . . . . . . . . . . . . . . . . . . . 4b . . . . . . 5 No . . . . . . 6 Yes . . . 7 Yes 8b Yes 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 • By language in the governing instrument, or • 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? 7 . . . . . . . . . . Did the foundation have at least $ 5,000 in assets at any time during the year7If " Yes," complete Part II, col (c), and Part XV 8a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Enter the states to which the foundation reports or with which it is registered ( see instructions) 10. 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 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 2016 or the taxable year beginning in 2016 (see instructions for Part XIV)' If "Yes, " complete Part XIV 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 No Did any persons become substantial contributors during the tax year? If " Yes," attach a schedule listing their names and addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 1 1 No Form 990-PF (2016) Form 990-PF ( 2016) Page 5 Statements Regarding Activities ( continued) 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)7 If " Yes," attach schedule ( see instructions ) . 12 . . . . . . . . . . . . 11 No 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) . . . . . . . . . . . . . . . . 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 14 The books are in care of ^ REBEKAH MERCER . 12 No 13 Yes Website address ^ N/A Telephone no Located at ^ 240 RIVERSIDE BLVD APT 24A NEW YORK NY 15 16 ^ (631) 331-0515 ZIP+4 ^ 10069 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 . . . . . . . . . . ^I . . . ^ ❑ Yes No 15 At any time during calendar year 2016, did the foundation have an interest in or a signature or other authority over a bank, securities, or other financial account in a foreign country? 16 No See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR) If "Yes", enter the name of the foreign country 10, 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. No la 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? ❑ Yes W No ❑ Yes ❑ Yes 0 No ❑ Yes W No ❑ Yes ❑ No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? . . . . . . . . . . . . . . . . . . . . . . (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? R No (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)? . . . . . . . . . . . . . . . (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 ). b . . . . . . ❑ Yes W No If any answer is "Yes" to la(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)? . Organizations relying on a current notice regarding disaster assistance check here. c . . . . . . . . . . . . . . lb ❑ ^ Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2016' . . . . . . . . . . . . . lc 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 2016, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 20167 . If "Yes," list the years ^ b 20- , 20- , . 20- , . . . . . . . . . . . ❑ Yes W No 20- 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 ) . c ^ 3a . . . . . . . . . . . . 2b 20- , 20- , 20- , 20 Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? . b . If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here . . . . . . . . . . . . . . . . . . . . . ❑ Yes ❑ No If "Yes ," did it have excess business holdings in 2016 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 period7 ( Use Schedule C, Form 4720, to determine if the foundation had excess business holdings in 2016 ) . 4a b . . . . . . . . . . . . . . . . . 3b Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? No 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 2016' 4b I I No Form 990-PF (2016) Form 990-PF (2016) 6 Statements Regarding Activities for Which Form 4720 May Be Required (Continued) 5a During the year did the foundation pay or incur any amount to (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))7 ❑ Yes W No ❑ Yes ❑ Yes 0 No ❑ Yes W No educational purposes, or for the prevention of cruelty to children or animals?. . . • • ❑ Yes If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in 0 No Regulations section 53 4945 or in a current notice regarding disaster assistance (see instructions )? . . (2) Influence the outcome of any specific public election (see section 4955), or to carry on, directly or indirectly, any voter registration drive? . . . . . . . . . . . . . (3) Provide a grant to an individual for travel, study, or other similar purposes? W No (4) Provide a grant to an organization other than a charitable, etc , organization described in section 4945(d)(4)(A)? (see instructions) . . . . . . . . . . . . . . . . (5) Provide for any purpose other than religious, charitable, scientific, literary, or b Organizations relying on a current notice regarding disaster assistance check here. c . . . . . . . . . . . . ^ 5b ❑ 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?. . . . . . . . . . ❑ Yes ❑ No 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? . b . . . . . . . . . . . . . . . . . . . • ❑ Yes 0 No 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 b At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? EMEM 1 ❑ Yes W No . . . If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? . 7b Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors Lict all officers. directnrc_ trustees. foundation mananerc and their cmmnencatinn (see inctructioncl. Title, and average hours per week (b) devoted to position (a) Name and address REBEKAH MERCER 240 RIVERSIDE BLVD NEW YORK, NY 10069 2 (c) Compensation ( If not paid , enter -0- ) DIRECTOR 10 00 Contributions to employee benefit plans and deferred compensation 0 Expense account, ( e) other allowances 0 0 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 Title, and average hours per week (b) devoted to position Contributions to employee benefit plans and deferred (d) compensation (c) Compensation Expense account, (e) other allowances NONE Total number of other employees paid over $50,000 . . . . . . . . . . . . . . . . . . . ^ Form 990-PF (2016) Form 990-PF (2016) KEMM 3 Page 7 Information About Officers, Directors , Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) 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 . . . . . . . . . . . . . ^ 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 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 N/A 2 All other program- related investments See instructions 3 Total . Add lines 1 through 3 . . . . . . . . . . . . . . . . . . . . . . . . . ^ Form 990-PF (2016) Form 990-PF ( 2016) Page 8 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 . b Average of monthly cash balances . c Fair market value of all other assets (see instructions) . d Total (add lines la, b, and c) . e Reduction claimed for blockage or other factors reported on lines la and . . . . 1c (attach detailed explanation ) . . . . . . . . . . . . . . . . Acquisition indebtedness applicable to line 1 assets . Subtract line 2 from line ld . 4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Id 0 . . . . . . . . . . 3 0 0 . . 2 . 0 . . . . 6 . . . . Minimum investment return . Enter 5% of line 5 . . . . . 6 . . . . 0 . . . . 5 . . . . 4 . . . . . . . 0 is Net value of noncharitable - use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 . . . 0 5 . . . . la lb le 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign ❑ and do not complete this part ) organizations check here ^ 1 Minimum investment return from Part X, line 6 . 2a Tax on investment income for 2016 from Part VI, line 5. . . . . . . . . b Income tax for 2016 (This does not include the tax from Part VI ). Add lines 2a and 2b . 3 . . . . . . . . . . . . . . c . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1. . . . . 7 . . . . Deduction from distributable amount (see instructions) . . . . . 6 . . . . Recoveries of amounts treated as qualifying distributions . . . . . Add lines 3 and 4 . . . . 5 . 1 1,264 2b . . . 4 . . . . . Distributable amount before adjustments Subtract line 2c from line 1. . . 2a . . . . . . 3 . 4 . . 2c . 1,264 5 . . 6 . . 7 0 Qualifying Distributions (see instructions) 1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes a Expenses, contributions, gifts, etc -total from Part I, column (d), line 26. . . . . . . . . . b Program-related investments-total from Part IX-B . . . . . . . . . . . lb . . . . 2 . 3a . . . . . . . 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , 3 Amounts set aside for specific charitable projects that satisfy the purposes . . . . . . . . . . . . . . . a Suitability test (prior IRS approval required) . b Cash distribution test (attach the required schedule) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . la . . . . 19,025,582 3b 4 Qualifying distributions . Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment 6 Adjusted qualifying distributions . Subtract line 5 from line 4 . . . . . . . . . . . . . . 6 19,024,318 Note : The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years income Enter 1% of Part I, line 27b (see instructions) . . . . . . . . . . . . . . . . . 4 19,025,582 5 1,264 Form 990-PF (2016) Form 990-PF (2016) Page 9 Undistributed Income (see instructions) (a) orpus 1 Distributable amount for 2016 from Part XI, line 7 2 a Undistributed income, if any, as of the end of 2016 Enter amount for 2015 only. . . . . . . b 3 Total for prior years 20- , 20- , From 2011. . . . . . 7,105,2 From 2012. . . . . . 11,677,1 c From 2013. d From 2014. . . . . . e From 2015. 0 13,492,3 18,300,9 24,544,5 Total of lines 3a through e. . . . . . . . 75,120,319 Qualifying distributions for 2016 from Part XII, line 4 a (d) 2016 20- b f (c) 2015 Excess distributions carryover, if any, to 2016 a 4 (b) Years prior to 2015 ^ $ 19,025,582 Applied to 2015, but not more than line 2a b Applied to undistributed income of prior years (Election required-see instructions). . . . . c Treated as distributions out of corpus (Election required-see instructions). . . . . . . . d Applied to 2016 distributable amount. . . . . e Remaining amount distributed out of corpus 5 19,025,582 Excess distributions carryover applied to 2016 (If an amount appears in column (d), the same amount must be shown in column (a) ) 6 Enter the net total of each column as indicated below: a Corpus Add lines 3f, 4c, and 4e Subtract line 5 b Prior years' undistributed income Subtract line 4b from line 2b . . . . . . . . . . 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. . . . . . d Subtract line 6c from line 6b Taxable amount -see instructions . . . . . . . . . . . e Undistributed income for 2015 Subtract line 4a from line 2a Taxable amount-see instructions . . . . . . . . . . . . . f Undistributed income for 2016 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2017 . . . . . . . . . . 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) . . . . . . . 8 Excess distributions carryover from 2011 not applied on line 5 or line 7 (see instructions) . . . 9 Excess distributions carryover to 2017. Subtract lines 7 and 8 from line 6a . . . . . . 10 Analysis of line 9 11,677,1 a Excess from 2012. . . . 13,492,3 b Excess from 2013. . . . 18,300,9 c Excess from 2014. . . . 24,544,5 d Excess from 2015. . . . 19,025,5 e Excess from 2016. . . . 94,145,901 0 7,105,215 87,040,686 Form 990-PF (2016) Form 990-PF (2016 Pace 10 Private Operating Foundations (see instructions and Part VII-A, question 9) If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2016, enter the date of the ruling. . . . . . . ^ Check box to indicate whether the organization is a private operating foundation described in section ❑ 2a b c d e 3 a b c Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed . . . . . . . . . 85% of line 2a . . . . . . . . . Qualifying distributions from Part XII, line 4 for each year listed . . . . . Amounts included in line 2c not used directly for active conduct of exempt activities . . . . . . . . . . Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c . . . . Complete 3a, b, or c for the alternative test relied upon "Assets" alternative test-enter (1) Value of all assets . . . . . . (2) Value of assets qualifying under section 4942(0)(3)(B)(i) "Endowment" alternative test- enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed. . . "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(0)(3)(B)(iii). . . . (3) Largest amount of support from an exempt organization (4) Gross investment income Tax year (a) 2016 4942(j)(3) or ❑ 4942(j)(5) Prior 3 years (b) 2015 (c) 2014 ( e) Total (d) 2013 Sunnlementarv Information ( Complete this Dart only if the organization had $5,000 or more in Lima" assets at any time during the year - see instructions.) 1 Information Regarding Foundation Managers: a List 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) ) b List 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 2 Information Regarding Contribution , Grant, Gift, Loan, Scholarship , etc., Programs: Check here ^ 9 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 (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d a The name, address, and telephone number or email address of the person to whom applications should be addressed b The form in which applications should be submitted and information and materials they should include c Any submission deadlines d Any restrictions or limitations on awards, such as by geographical areas , charitable fields, kinds of institutions, or other factors Form 990-PF (2016) Form 990-PF (2016 ) Page 11 Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment If recipient is an individual, show any relationship to any foundation manager or substantial contributor Recipient Name and address (home or business) Foundation status o f recipient Purpose of grant or contribution Amount a Paid during the year See Additional Data Table Total. ^ 3a ^ 3b 19 ,025,582 b Approved for future payment Total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ Form 990-PF (2016) Form 990-PF (2016) Page 12 Analysis of Income-Producing Activities Unrelated b usiness income gross amounts unless otherwise indicated (a) Business code ogram service revenue (e) Related or exempt function income (See instructions Excluded by sectio n 512, 513, or 514 (b) Amount (d) Amount (c) Exclusion code Fees and contracts from government agencies lembership dues and assessments. . . . Interest on savings and temporary cash investments . . . . . . . . . . iividends and interest from securities. . . let rental income or (loss) from real estate 126,357 . . Debt-financed property. . . . . . Not debt-financed property. . . . . Net rental income or (loss) from personal property >ther investment income. . . . . Gain or (loss) from sales of assets other than inventory . . . . . . . . . . . 7,189,218 . let income or (loss) from special events ;ross profit or (loss) from sales of inventory )ther revenue a 12 S ubtotal Add columns (b), (d), and (e). 13 Total . Add line 12, columns (b), (d), and ( e). . . . See worksheet in line 13 instructions to verify calculations 7,315,575 . . . . . . . . . . . . . . /,315,5/S 13 Relationship of Activities to the Accomplishment of Exempt Purposes Line No . Explain below how each activity for which income is reported in column (e) of Part XVI-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 (2016) Form 990-PF (2016) Page 13 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) of the Code (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 . . . (2) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . la(1) No la(2) No b Other transactions (1) Sales of assets to a noncharitable exempt organization . lb(1) No (2) Purchases of assets from a noncharitable exempt organization . . . . . . . . . . . . . . . . . . lb(2) No (3) Rental of facilities, equipment, or other assets . . . . . . . . . . . . . . . . . . lb(3) No (4) Reimbursement arrangements . . . . . . . . . . lb(4) No (5) Loans or loan guarantees . lb(5) No I No . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (6) Performance of services or membership or fundraising c Sharing of facilities, equipment, mailing lists, other assets, or paid employees . . . . . . . . . . . . lc No d If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market v alue of the goods, other assets, or services given by the reporting foundation If the foundation received less than fair market valu e in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received Line No I (b) Amount involved I (c) Name of noncharitable exempt organization I (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) of the Code ( other than section 501 ( c)(3)) or in section 527?. . . . . . . . . . . ❑ Yes W No b If "Yes ," complete the following schedule (a) Name of organization Sign (b) Type of organization 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 Dec which preparer has any knowledge 2017-11 Here '*** Signature of officer or trustee Print/Type preparer's name aid (c) Description of relationship Date Preparer's Signature JACQUELYN JAMES VARGA epO l Firm ' s name 10, Use Only Firm's address ^ GOLUB LACAPRA WILSON & DETIBERIIS 2 ROOSEVELT AVE PRT JEFF STA, NY 117763337 Form 990PF Part XV Line 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 Name and address (home or business) Foundation status of recipient Purpose of grant or contribution Amount a Paid during the year THE HEARTLAND INSTITUE 19 SO LASALLE STE 903 CHICAGO, IL 60603 NON PROFIT DONATION 800,000 MUSEUM OF NATURAL HISTORY CPW 79TH STREET NEW YORK, NY 10024 NON PROFIT DONATION 625,000 MEDIA RESERACH CENTER 1900 CAMPUS COMMONS DRIVE RESTON,VA 20191 NON PROFIT DONATION 2,000,000 THE GEORGE W BUSH FOUND PO BOX 600610 DALLAS, TX 75360 NON PROFIT DONATION 1,972,245 THE BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY 500 E CORONADO ROAD PHOENIX, AZ 85004 NON PROFIT DONATION 500,000 Total . 3a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ 19,025,582 Form 990PF Part XV Line 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 Name and address (home or business) Foundation status of recipient Purpose of grant or contribution Amount a Paid during the year MANHATTAN INST FOR POLICY RESEARCH 52 VANDERBILT AVENUE SUITE 201 NEW YORK, NY 10017 NON PROFIT DONATION 300,000 FOUNDATION FOR CULTURAL REVIEWING THE NEW CRITERION 900 BROADWAY SUITE 602 NEW YORK, NY 10003 NON PROFIT DONATION 150,000 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 HERITAGE FOUNDATION 214 MASS AVE NW WASHINGTON, DC 20002 NON PROFIT DONATION 500,000 Total . 3a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ 19,025,582 Form 990PF Part XV Line 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 Name and address (home or business) Foundation status of recipient Purpose of grant or contribution Amount a Paid during the year MOVING PICTURES INSTITUTE 575 GREENWICH STREET NEW YORK, NY 10013 NON PROFIT DONATION 800,000 THE CALVIN COOLIDGE FOUNDATION 3780 VERMONT 100A PLYMOUTH, VT 05056 NON PROFIT DONATION 80,000 LAW ENFORCEMENT EDUCATION FUND 667 EAST BIG BEAVER ROAD SUITE 205 TROY, MI 48083 NON PROFIT DONATION 204,837 OISM PO BOX 1279 CAVE JUNCTION, OR 97523 NON PROFIT DONATION 200,000 GOVERNMENT ACCOUNTABILITY INSTITUTE TALLAHASSE TALLAHASSEE, FL 32301 NON PROFIT DONATION 2,000,000 Total . 3a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ 19,025,582 Form 990PF Part XV Line 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 Name and address (home or business) Foundation status of recipient Purpose of grant or contribution Amount a Paid during the year CLASSROOM INC 245 5TH AVENUE NEW YORK, NY 10037 NON PROFIT DONATION 40,000 THE PHILANTHROPY ROUNDTABLE 1730 M STREET NW WASHINGTON, DC 20036 NON PROFIT DONATION 10,000 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE SUITE 600 RESTON,VA 201911556 NON PROFIT DONATION 100,000 CATO INSTITUTE 100 MASSACHUSETTS AVE NW WASHINGTON, DC 20001 NON PROFIT DONATION 300,000 KING'S COLLEGE 56 BROADWAY NEW YORK, NY 10004 NON PROFIT DONATION 300,000 Total . 3a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ 19,025,582 Form 990PF Part XV Line 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 Name and address (home or business) Foundation status of recipient Purpose of grant or contribution Amount a Paid during the year SUCESS ACADEMY CHARTER SCHOOLS 95 PINE STREET NEW YORK, NY 10005 NON PROFIT DONATION 50,000 GATESTONE INSTITUTE 750 3RD AVENUE NEW YORK, NY 100172703 NON PROFIT DONATION 100,000 RECLAIM NEW YORK INC 597 5TH AVENUE SUITE 2703 NEW YORK, NY 10017 NON PROFIT DONATION 1,600,000 AMERICAN TRANSPARENCY 200 S FRONTAGE ROAD BURR RIDGE, IL 60527 NON PROFIT DONATION 250,000 CENTER FOR UNION FACTS 1090 VERMONT AVE NW SUITE 800 WASHINGTON, DC 200054961 NON PROFIT DONATION 250,000 Total . 3a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ 19,025,582 Form 990PF Part XV Line 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 Name and address (home or business) Foundation status of recipient Purpose of grant or contribution Amount a Paid during the year TEXAS FREEDOM NETWORK PO BOX 1624 AUSTIN, TX 73301 NON PROFIT DONTAION 5,000 JOB CREATORS ALLIANCE FIVE CONCOURSE PARKWAY SUITE 3000 ATLANTA, GA 30328 NON PROFIT DONATION 100,000 DONORS TRUST 1800 DIAGONAL RD S-280 ALEXANDRIA, VA 22314 NON PROFIT DONATION 2,250,000 MATHEMATICAL SCIENCES RESEARCH INST UCLA-BERKELEY CAMPUS 17 GAUSS WAY BERKELEY, CA 94720 NON PROFIT DONATION 400,000 FED ENFOR HOMELAND SEC FOUNDATION 110 E 59TH STREET 22 FLOOR NEW YORK, NY 10022 NON PROFIT DONATION 50,000 Total . 3a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ 19,025,582 Form 990PF Part XV Line 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 Name and address (home or business) Foundation status of recipient Purpose of grant or contribution Amount a Paid during the year COMPACT FOR AMERICAN ED FD 2323 CLEAR LAKE CITY BLVD SUITE 180-190 HOUSTON, TX 77062 NON PROFIT DONATION 13,500 CTR FOR THE STUDY OF CARBON DIOXIDE AND GLOBAL CHANGE 5219 S RESEDA STREET GILBERT, AZ 852980587 NON PROFIT DONATION 125,000 THE AMERICAN CONSERVATIVE UNION 1331 H ST NW WASHINGTON, DC 20005 NON PROFIT DONATION 250,000 C02 COALITION 1621 NORTH KENT ST 603 ARLINGTON, VA 22209 NON PROFIT DONATION 150,000 CLEVELAND 2016 HOST COMMITTEE INC 334 EUCLID AVENUE SUITE 200 CLEVELAND, OH 44114 NON PROFIT DONATION 500,000 Total . 3a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ 19,025,582 Form 990PF Part XV Line 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 Name and address (home or business) Foundation status of recipient Purpose of grant or contribution Amount a Paid during the year LONDON CENTER FOR POLICY RESEARCH 10 WEST STREET NY,NY 10004 NON PROFIT DONATION 150,000 THE FRICK COLLECTION 1E 70TH STREET NEW YORK, NY 10021 NON PROFIT DONATION 20,000 THE FAMILY LEADER FOUNDATION PO BOX 42245 URBANDALE, IA 50323 NON PROFIT DONATION 750,000 REV THE VOTE FOUNDATION INC 1209 ORANGE ST CORP TRUST WILMINGTON, DE 198010000 NON PROFIT DONATION 500,000 THE ROCKEFELLER UNIVERSITY 1230 YORK AVENUE NEW YORK, NY 10065 NON PROFIT DONATION 10,000 Total . 3a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ 19,025,582 Form 990PF Part XV Line 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 Name and address (home or business) Foundation status of recipient Purpose of grant or contribution Amount a Paid during the year ALLIANCE FOR SCHOOL CHOICE 1020 19TH STREET NW WASHINGTON, DC 20036 NON PROFIT DONATION 100,000 WALKING WITH THE WOUNDED 20037 DOVE HILL ROAD CULPEPER,VA 22701 NON PROFIT DONATION 100,000 THE LAND TRUST OF NAPA COUNTY 1700 SOSCOL AVENUE SUITE 20 NAPA,CA 94559 NON PROFIT DONATION 20,000 LINCOLN NETWORK PO BOX 740838 ATLANTA, GA 303740838 NON PROFIT DONATION 100,000 Total . 3a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ^ 19,025,582 lefile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491319042627 Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing. TY 2016 Gain/ Loss from Sale of Other Assets Schedule Name : MERCER FAMILY FOUNDATION EIN: 20 -1982204 Name MEDALLION INVESMENTS Date Acquired How Acquired PURCHASE Date Sold Purchaser Name Gross Sales Price 7,189,218 Basis Basis Method Sales Expenses Total ( net) 7,189,218 Accumulated Depreciation l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491319042627 TY 2016 Investments Corporate Stock Schedule Name : MERCER FAMILY FOUNDATION EIN: 20 -1982204 Name of Stock MEDALLION INVESTMENTS End of Year Book Value 34,508,082 End of Year Fair Market Value 34,508,082 l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - I DLN: 93491319042627 TY 2016 Other Assets Schedule Name : MERCER FAMILY FOUNDATION EIN: 20 -1982204 Other Assets Schedule Description PREPAID FEDERAL EXCISE TAXES Beginning of Year Book Value End of Year - Book Value 3,736 End of Year - Fair Market Value 3,736 lefile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - DLN: 93491319042627 TY 2016 Other Expenses Schedule Name : MERCER FAMILY FOUNDATION EIN: 20-1982204 Other Expenses Schedule Description Revenue and Expenses per Books Net Investment Income EXPENSES BANK CHARGES 25 Adjusted Net Income Disbursements for Charitable Purposes l efile GRAPHIC p rint - DO NOT PROCESS I As Filed Data - DLN: 93491319042627 TY 2016 Taxes Schedule Name : MERCER FAMILY FOUNDATION EIN: Category FEDERAL EXCISE TAX 20-1982204 Amount Net Investment Income 1,264 Adjusted Net Income Disbursements for Charitable Purposes l efile GRAPHIC print - DO NOT PROCESS As Filed Data - Schedule B (Form 990 , 990-EZ, or 990 - PF) Department of the Treasury Internal Revenue Service DLN: 93491319042627 Schedule of Contributors OMB No 1545-0047 ^ 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 2016 www irs gov/form990 Name of the organization MERCER FAMILY FOUNDATION Employer identification number 20-1982204 Organization type (check one) Filers of : Form 990 or 990-EZ Section: ❑ 501 (c)( ) (enter number) organization ❑ 4947(a)(1) nonexempt charitable trust not treated as a private foundation ❑ 527 political organization Form 990-PF W 501 (c)(3) exempt private foundation ❑ 4947( a)(1) nonexempt charitable trust treated as a private foundation ❑ 501 (c)(3) taxable private foundation Check if your organization is covered 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 instructions General Rule For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor Complete Parts I and II See instructions for determining a contributor's total contributions Special Rules ❑ For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331 3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (I) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1 Complete Parts I and II ❑ For an organization described in section 501 (c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals Complete Parts I, II, and III ❑ For an organization described in section 501 (c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc , purposes, but no such contributions totaled more than $1,000 If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc , purpose Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc , contributions totaling $5,000 or more during the year . . . . . . . . . ^ $ Caution . An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990, or check the box on line H of its Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF) For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990 -EZ, or 990-PF Cat No 30613X Schedule B (Form 990 , 990-EZ , or 990-PF) (2016) Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization MERCER FAMILY FOUNDATION Page 2 mployer identification number 0-1982204 Contributors (see instructions) Use duplicate copies of Part I if additional space is needed (a) No. (b) Name , address , and ZIP + 4 (c) Total contributions (d) Type of contribution Person ROBERT MERCER PO BOX 1507 Payroll El $ 25,000,000 STONY BROOK, NY11790 (a) No. (b) Name, address , and ZIP + 4 Noncash El (Complete Part II for noncash contributions ) (c) Total contributions (d) Type of contribution Person Payroll $ El El Noncash (Complete Part II for noncash contributions ) (a) No. (b) Name , address , and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll $ El El Noncash (Complete Part II for noncash contributions ) (a) No. (b) Name , address , and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll $ El El Noncash (Complete Part II for noncash contributions ) (a) No. (b) Name , address , and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll $ El El Noncash (Complete Part II for noncash contributions ) (a) No. (b) Name , address , and ZIP + 4 (c) Total contributions (d) Type of contribution Person Payroll $ El El Noncash (Complete Part II for noncash contributions ) Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Name of organization MERCER FAMILY FOUNDATION Page 3 Employer identification number 20-1982204 Noncash Property ( see ins t ruc t ions ) U se d up l ica te copies of art 11 i f a dd i t iona l space is nee d e d No.from Part I Description of noncash property given (C) FMV (or estimate) Date received (see instructions) S No.from Part I Description of noncash property given FMV ( or estimate) (see instructions) Date received S No.from Part I Description of noncash property given FMV ( or estimate ) (see instructions) Date received S No.from Part I Description of noncash property given FMV ( or estimate ) (see instructions) Date received S No.from Part I Description of noncash property given FMV ( or estimate) (see instructions) Date received S No.from Part I Description of noncash property given FMV ( or estimate) (see instructions) Date received S Schedule B (Form 990 , 990-EZ, or 990 -PF) (2016) Schedule B (Form 990, 990-EZ, or 990-PF) (2016) Page 4 Name of organization MERCER FAMILY FOUNDATION Employer identification number 20-1982204 Exclusively religious , charitable , etc., contributions to organizations described in section 501 ( c)(7), (8), or ( 10) that total more than $1 , 000 for the year from any one contributor . Complete columns ( a) through ( e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious , charitable , etc., contributions of $1,000 or less for the year . ( Enter this information once. See instructions.) ^ $ Use duplicate copies of Part III if additional space is needed No.from Part I (b) Purpose of gift Transferee's name, address, and ZIP 4 No.from Part I (b) Purpose of gift Transferee's name, address, and ZIP 4 No.from Part I (b) Purpose of gift Transferee's name, address, and ZIP 4 No.from Part I (b) Purpose of gift Transferee's name, address, and ZIP 4 ( c) Use of gift (d ) Description of how gift is held (e) Transfer of gift Relationship of transferor to transferee ( c) Use of gift (d ) Description of how gift is held (e) Transfer of gift Relationship of transferor to transferee ( c) Use of gift (d ) Description of how gift is held (e) Transfer of gift Relationship of transferor to transferee (c) Use of gift (d ) Description of how gift is held (e) Transfer of gift Relationship of transferor to transferee Schedule B (Form 990, 990-EZ, or 990-PF) (2016)