Farm 990- PF Department at the Treasury Int Revenue Service Return of Private Foundation or Section 4947(a?it1) Trust Treated as Private Foundation 00 not enter social security numbers on this form as it may be made public. Go to for instructions and the latest information. CHE No. 1545-0052 2018 cm to Puhlroln?gron For calendaryearzoi? ortaxyear beginning . and ending Name of foundation A Employer identification number MERCER FAMILY FOUNDATION 2121?1982204 Number and street (or PO. box number if mail is not delivered to street address) Room/suite 505 FLAGLER DRIVE. SUITE 900 Telephone number 631-331?0515 City or town. state or province. country, and or foreign postal code WEST PALM BEACHL FL Checkailthatapply: Check type of organization: initial return Final return Address change 33401 Initial return of a former public charity :1 Amended return Name change If] Section 501tcii3) exempt private toundation Section nonexempt charitable truer other taxable private inundation 1 Fair market value of all assets at end at year (from Part II. col. (0). line 16) Accounting method: Other (specify) (Part i. column must be on cash basis.) 13:] Cash 1: Accrual If exemption application is pending. check here y? 1. Foreign organizations, check here 2. Foreign organizations meeting the 85% test. check here and attach computation I I Cl it private foundation status was terminated under section check here ii the inundation is in a 60-month termination under section check here n} is 24.991.21.218. -Part Analysis of Revenue and Expenses - - ll Disbursemnla tardiness:recesses-satin $123331?; titre ?ii'ciin'isemm "5 1 Contributions. gifts. grants. etc. received II 2 Check Is not required to attach Sch.B a .. 975- 975- STATEMENT 3 4 Dividends and interest from securities STATEMENT 3 5a Gross rents II 0 Net rental Income or (loss) 0 53 Net gain or (loss) from sale of aSSels not on line Capitalgain netincomatfrom Parth. line2) 6 I, . a: 8 Netshort-term capital gain II 9 income modifications . . roa 0 Less: Cost oigoods sold I 0 Gross protitor(loss) 11 Other income I 12 Totai.Addlinesithrough11 .. 7.376.852. 6.928.027. 13 Compensation of of?cers. directors, trusteesOther employee salaries and wagesI I I 15 Pension plans, employee benelits II it 163 Legal fees .. 11 Accounting fees 9,475. 9 4'75. 0. in Other professional fees .. 17 interest 18 Taxes Depreciation and depletion 20 Occupancy II 21 Travel. conierences. and meetings 22 Printing and publications II II I I 2123 Otherexpenses 218,188. 204,880. ?2,735. 24 Total operating and administrative E, expenses.Addlines13through23 239,120. 218,377. 12.735. 0 25 Contributions.gifts.grants paid II 12, 291 100 . l2 291 100. 26 Total expenses and disbursements. 12,530,220. 218.377. 12,303,836. 27 Subtract line 26 from line 12: 3 Excess of revenue over expenses and disbursements - Netinvestment income ("negative enter neliggome noga?ge. enter I 823501 12-11-18 10221108 139979 003135. 014T LHA For Paperwork Reduction Act Notice. see instructions. 2018.04030 MERCER FAMILY FOUNDATION 1 Form 990-PF (2018) 00313551 Form (2018) MERCER FAMILY FOUNDATION 20?1932204 Page 2 Attached schedules and amounts in the description Part Balance Sheets column should belorend-ol-yearamountsonly. Beginning otyear End of year Book Value Book Value to} Fair Market Value Assets 10a Investments - US. and state government obligations investments -corporate stock . lnvestments- corporate bonds Cash - non-interest-bearing Savings and temporary cash investments 4,536,841. 711417. Accounts receivable Less: allowance for doubtful accounts 21,417. Pledges receivable Less: allowance for doubtful accounts Grants receivable Receivables due from officers. directors. trustees. and other disqualifin Persons .. Dlhernolesandloansreceivable nu} Less: allowance for doubtful accounts inventories for sale or use Prepaid expenses and deferred charges .. Investments -land,puildings. and equipment: basis Less:accumulaieddepreciation I Investments - mortgage loans Investments - other 25,614,645. 24,926,701. 24,924,301. Land, buildings, and equipment: basis Lesszaccumulated depreciation Other assets (describe Total assets (to be completed by all filers - see the instructions. Also. see page 1. item it 30,151,486. 24L998L118. Liabilities Accounts payable and accrued expenses 24,996,218. Grants payable Deferred revenue Loans from of?cers. directors. trustees. and other disquali?ed persons Mortgages and other notes payable Other liabilities (describe Total liabilities (add lines 17 through 22) Net Assets or Fund Balances Foundations thatfollow SFAS 117, check here and complete lines 24 through 26. and lines 30 and 31. Unrestricted Temporarily restricted .. Permanently restricted Foundations that do notfollow SFAS 11?. check here and complete lines 27 through 31. Capitalstock. trust principal. or current funds . 0. 0. Paid-in or capital surplus. or land. bidg.. and equipment lund . 0. 0. Retained earnings. accumulated income, endowment. or other funds 30,151,486. 24,998,118. Total net assets or lund balances ., 30,151,486. 24,998,118. Total liabilities and net assetslfund balances 30,151,486. 24,998,118. Analysis of Changes in Net Assets or Fund Balances 1 U701th Total net assets or fund balances at beginning of year Part ll. column line 30 (must agree with end-of?year figure reported on prior year?s return) Enter amount from Part line 27a Other increases not included in line 2 (itemize) Add lines 1.2.and3 .. .. .. Decreases not included in line 2 (itemize) Total net assets or fund balances at end at year {line it minus line 5) -Pan ll. column {131. line 30 30,151,486. ?5.153.368. 0. 24,993,118. mthN?h 0. 24,998,113. 823511 12-11-18 10221108 139979 003135.014'1? 2 2018.04030 MERCER FAMILY FOUNDATION Form 990-PF (2018) 0031-3551 Form {2013) MERCER FAMILY FOUNDATION {Part Capital Gains and Losses for Tax on Investment Income 20?1982204 Pages List and describe the kind(s) of property sold (for example. real estateI 3?79?in Date acquired (it) Date sold Purchase 2?story brick warehouse; or common stock, 200 she. MLC Co.) Donation mil. day. (mo-i day. W) is I: SEE ATTACHED STATEMENT - Depreciation allowed (9) Cost or other basis (it) Gain or (loss) (8) Gross sales mm (or allowable) plus expense of sale plus if) minus 8,646,975. 1,932,870. 6,714,105. Complete only for assets showing gain in column and owned by the inundation on 12/31/69. (1) Gains (Col. gain minus FMV as 0112/31/69 Adiusted basis as of 12/31/69 Excess of col. (1) over col. if any col. but not less than -0-) or Losses (from col. (higain, also enter in Part I. line 7 2 Capital gain net income or (net capital loss) if (loss), in Pan i, line Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I, line 8, column (0). "ms 3 Part Qualification Under Section 4940ie} 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.) It section 4940(d)i2) applies, leave this part blank. Was the foundation liable for the section 4942 tax on the distributable amount ofany year in the base period? 4 I: Yes No 1"Yes," the foundation doesn't quality under section 4940(e). Do not complete this part. 1 Enter the appropriate amount in each column for each year; see the instructions before making any entries. i . . Calendar inJ Adjusted qualifying distributions Net value of assets (cm ??i??g?wga my 14,322,302. 31,948,864. .460808 2016 16,702,426. .978755 21115 24,409,122. 27,051,699. .902314 2014 18,298,080. 33,836,987. .540772 2:313 l3,487,_091. 35,852,034. .376188 2 Total ofiine 1.00iumn .. . 2 3 . 258837 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence it less than 5 years .. Enter the net value of noncharitabIe?use assets for 2018 from Part X, line Muitipiyiine4byiine3 5 16,061,567. 6 Enter 1% of net investment income of Part 1, line 27bAddlines?andB 7 16,128,664. 3 Enter qualifying distributions from line line Bis 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. 823521 124148 10221108 139979 003135.014T 3 2018.04030 MERCER FAMILY FOUNDATION Form 990-PF (2015) 00313551 990-PF12018) MERCER FAMILY FOUNDATION P393 4 Part V_l( Excise Tax Based on Investment Income [Section 4940(3), 4940(b}, 4940(3), or 4948 - see instructions) 1a Exempt operating foundations described in section 4940(d)(2), check here and enter on line 1. Date of ruling or determination letter: (attach copy of letter if necessary-see instructions) if Domestic foundations that meet the section 4940(e) requirements in Part V, check here E1 and enter ofPaii i. line All other domestic foundations enter 2% of line 27b. Exempt foreign organizations, enter 4% of Part 1, line 12, col. 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only; others. enter -0-) 2 . 3 Addiinesiand2 .. 3 134.193. 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only; others, enter -0-) II 4 Cl . 5 Tax based on investment income. Subtract line 4 from line 3. If zero or less. enter Credits/Payments: a 2018 estimated tax payments and 2017 overpaymentcredited to 2018 ca 0 . Exempt foreign organizations - at source II II 6b 0 . Tax paid with application for extension of time to file (Form 8868Backup withholding erroneouslywilhheld . .. .. .. . . Ed 0 . 7 Total credits and payments. Add lines Bathrough Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached II 5 5 5 . 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid .- 10 it Enter the amount of line 10 to be: Credited to 2019 estimated tax t?elundedh 11 [Part VII-A I Statements Regardin Activities 1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in Yes N0 any political campaignspend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions for the definition to If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities. Did the foundation file Form 1120-POL for this yearEnter the amount (if any) of tax on political expenditures (section 4955) imposed during the year: (1) On the foundation. 0 . (2) On foundation managers.) 0 . Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers.> 0 . 2 Has the foundation engaged in any activities that have not previously been reported to the 2 if "Yes," attach a detailed description ofthe 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 I I II 3 4a Did the foundation have unrelated business gross income of$1.000 or more during the year? II 4a Invest has it tied a tax return on Form sso-T for this yearWas there a liquidation, termination, dissolution, or substantial centraction during the year? II 5 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: 0 By language in the governing instrument, or 0 By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? 6 Did the foundation have at least $5,000 in assets at any time during the year? lf"Yes,? complete Part II, col. (0), and Part XV II II 8a Enter the states to which the foundation reports or with which it is registered. See instructions. NY if the answer is "Yes" to line 7, has the foundation furnished a copy of Form QQD-PF to the Attorney General (or designate) of each state as required by General Instruction If attach explanation II 8b 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(i)(3) or 4942(i)(5) for calendar year 2018 or the tax year beginning in 2018? See the instructions for Part XIV. If "Yes," complete Part .. 9 to Did any persons become substan?at contributors during the tax Lear? ewes: attach a mat-nit. funny that; we and mm 10 Form 990-PF (2018) 823531 12-11-18 4 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 00313551 Form 990-PF (2018) MERCER FAMILY FOUNDATION Page 5 (Part Vii-A I Statements Regarding Activities (continued) Yes No 11 At any time during the year. did the foundation, directly or indirectly. own a controlled entity within the meaning of section 512(b)(13)? lf?Yes." attach schedule. See instructions 11 12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges? If "Yes." attach statement. See instructions .. .. .. .11 12 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 13 Website address 14 The books are in care of REBEKAH MERCER Telephone noLocated at 2 4 0 RIVERSIDE BLVD APT 2 4A, NEW YORK NY >1 0 069 15 Section 4947(a)(1) nonexempt charitable trusts filing Form QQO-PF in lieu of Form 1041 - check here i:i and enter the amount of tax-exempt interest received or accrued during the year 15 i NIA 16 At any time during calendar year 2018. did the foundation have an interest in or a signature or other authority over a bank, Yes No securities, or other financial account in aforeign country? 16 See the instructions for exceptions and filing requirements for Form 114. it ?Yes,? enter the name of the foreign country Part VII-B I Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes" column. unless an exception applies. Yes N0 1a During the year, did the foundation (either directly or indirectly): (1) Engage in the sale or exchange, or leasing of property with a disqualified person? i:i Yes Bil No (2) Borrow money from, lend money to. or otherwise extend credit to (or accept it from) a disqualified person? .. i: Yes Ki No (3) Furnish goods, services. or facilities to (or accept them from) a disqualified person? Yes No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Yes life (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use ofa disqualified (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.) Yes No If any answer is "Yes" to did any of the acts fail to qualify under the exceptions described in Regulations section or in a current notice regarding disaster assistance? See instructions A, tb Organizations relying on a current notice regarding disaster assistance, check here I >i:i Did the foundation engage in a prior year in any of the acts described in 1a, otherthan excepted acts, that were not corrected before the first day ofthe tax year beginning in 2018? . I to 2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation defined in section 4942(j)(tax year 2018, did the foundation have any undistrihuted income (lines 6d and Be, Part for tax year(s) beginning before 2018? :1 Yes No If "Yes." list the years In . 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-i 21) if the provisions of section 4942(a)(2) are being applied to any of the years listed in 29., list the years here. . . 3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time duringtneyear? .. . .. .. Cites Ki No lf?Yes," did it have excess business holdings in 2018 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-r or 20-year first phase holding period? (Use Schedule C, Form 4720. to determine if the foundation had excess business holdings in 2018.) .. 3b 43 Did the foundation inVest during the year any amount in a manner that would jeopardize its charitable purposes? 4a it 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 taxyear beginning in 2018? 4b Form 990-PF (2018) 323541 12?11?13 5 10221108 139979 003135.014'1? 2018.04030 MERCER FAMILY FOUNDATION 00313551 me%0WRmm MERCER FAMILY FOUNDATION 20?13?g204 ?ms Part VII-B Statements Regarding Activities for Which Form 4720 May Be Required (continued) 5a During the year, did the foundation pay or incur any amount to: Yes NO (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? II Yes No (2) influence the outcome of any Specific public election (see section 4955); or to carry on, directly or indirectly, anyvotor registration drive? Yes til No (3) Provide a grant to an individual for travel, study, or other similar purposes? II Yes IE No (4) Provide a grant to an organization other than a charitable, etc., organization described in section 4945(d)(4)(A)? See instructions .. CI Yes No (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or tor the prevention ot cruelty to children or animals? I, El Yes No if any answer is "Yes" to did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions II I I 5b Organizations relying on acurrent notice regarding disaster assistance, check here the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responsibility for the grant? .. '3 Yes No If "Yes," attach the statement required by Regulations section 6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contractDid the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 6b X. If "Yes" to 6b, file Form 8870. ?a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? l:l Yes No if Wes," did the foundation receive any proceeds or have any net income attributable to the transaction? .N 8 Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess arachule during theyear? -. Yes No I Part Vi" Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors 1 List all officers, directors, trustees, and foundation managers and their compensation. - Name and address ?Sigma: "1:131? Egg? Mi?olmgg?gflon ?await?? .egl?lif 0 position enter -0-) compensation allowances REBEKAH MERCER DIRECTOR 240 RIVERSIDE BLVD APT 24A NEW YORK, NY 10069 1.00 O. 0. 0. ROBERT MERCER DIRECTOR 149 HARBOR ROAD HEAD OF THE HARBOR, NY 11780 1.00 0. 0. 0. JENNIFER MERCER DIRECTOR 505 FLAGLER DRIVE SUITE 900 WEST PALM BEACH, FL 33401 1.00 0. 0. 0. HEATHER MERCER DIRECTOR 285? PARADISE ROAD LAS VEGAS, NV 89109 1.00 0. 0. 0. 2 Compensation of five highest-paid employees [other than those included on line 1). 1t noneI enter Name and address of each employee paid more than $50,000 31;? m?ge Compensation agar-E: ,et'??ir devoted opositton compensation allowances NONE Tia?tat number of other employees paid over {550.000 . rt 0 323551 12-11-18 6 10221108 139979 003135.014T Form 990-PF (2018) 2018.04030 MERCER FAMILY FOUNDATION 00313551 Form 990-PF [2013) MERCER FAMILY FOUNDATION Pace 7 I Part I Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five -paid inde nt contractors for professional services. If none, enter a Name and address of each person paid more than $50,000 Type of service Compensation art mary 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. 1 A Expenses - Sum of -Related Investments Describe the two largest pr investments made by the foundation during the tax year on lines 1 and 2. Amount 1 All other program?retath investments. See instructions. 3 .Add lines 1 . Form 990-PF (2013 823551 12?1 1-18 7 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 00313551 Form 990-PF (2018) MERCER FAMILY FOUNDATION 20?1982204 Page 8 Minimum lnveStment 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 lair market value of securities .. 1a 2 3 5'78 544 - Average ofmentniy cash balances Fatimafketvaltle 01'3" other assets 10 Total (add 13,11. arid lI) .. 1d 25 013 337 Reduction claimed for blockage or other factors reported on lines 1a and 10 (attach detailed explanationAcquisition indebtedness applicable to line 1 assets Subtractline2fromlineid 25,018,337. 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount. see instructionsNet value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line Minimum investment return. Enter 5% of fine Part XI Distributable Amount (see instructions) (Section 4942(j)(3) and foreign organizations, check here I: and do not complete this part.) private operating foundations and certain 1 Minimum investment return from Part X. line investment income for 2010 from Part VI. line Income tax for 2018. (This does not include the tax from Part Vl.) Add 2b 3 Distributable amount before adiusfments. Subtract line 20 from line Recoveries of amounts treated as qualifying distributions I. 4 '0 . 5 Addiinessandei .. 5 1.097.963- 6 Deduction from distributable amount (see instructions) I I 0 . Distributnhta amount as adtusted. Subtract fine a from line 5. Enter here and on Part fine Qualifying Distributions (see instructions) 1 Amounts paid (including administrative expenses) to accomplish charitable. etc.. purposes: a Expenses, contributionsI gifts, etc. total from Part I, column line Program-related investments -tetal from Part IX-B tb 0 - 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.. I. 2 3 Amounts set aside for specific charitable projects that satisfy the: a Suitability test (prior IRS approval required) . .. 3a Cash distribution test (attach the required schedule) I II I 3b Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8; and line Foundations that qualify under section 4940(6) for the reduced rate of tax on net investment income. Enter 1% ofPart line 27b Adjusted qualifying distributions. Subtract line 5 from line 4 12 303 36 . Note: The amount on line 6 will be used in Part V. column in subsequent years when calculating whether the foundation qualifies for the section 4940(6) reduction of tax in those years. 523571 12-11-18 10221108 139979 003135. 014T 8 2018.04030 MERCER FAMILY FOUNDATION Form 990-PF (2018) 00313551 Form 990-PF (201B) MERCER FAMILY FOUNDATION Part Undistributed Income (see instructions) 20?1982204 Page 9 1 Distributable amount for 2018 from Part XI, line? 2 Undistributed income, if any, as oi the end 012015: it Enter amount lor 2017 only I. Total for prior years: Corpus (bl Years prior to 2017 2017 (0 mm 1.097.963. 3 Excess distributions carryover, ii any, to 2018: a From 2013 bFrom 2014 From 2015 23,327,433. dFrom2016 15,995,459. eFrom2017 13,300,601. Total of lines 3a through 8 52,623,493. 4 Qualifying distributions for 2018 from meuMembs 12,303,836. a Applied to 2017. but not more than line 23 Applied to undistributed income of prior years (Election required - see instructions) Treated as distributions out of corpus (Election required see instructions) 0. Applied to 2013 distributable amount 1,097,963. Remaining amount distributed out of corpus 11,205,873. 5 Excess distributions carryover applied to 2018 0. 0. (lf an amount appears in column the same amount- must be shown in column 6 Enter the nettotal of each column as indicated below: 3 Corpus. Add lines 31, 4c, and 46. Subtract line 5 m. 63,829,366. Prior years' undistributed income. Subtract line 4b from line 2b Enter the amount of prior years' Undistributed income for which a notice of deficiency has been issued, or on which the section 4942(3) tax has been previously assessed Subtract line 60 from line so. Taxable amount see instructions Undistributed income for 2017. Subtract line 43 from line 2a. Taxable amount see instr.? Undistributed income for 2018. Subtract . lines 4d and 5 from line 1. This amount must be distributed in 2019 . . 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) I. 0. 8 Excess distributions carryover trom 2013 not applied on line 5 or line 7 OI 9 Excess distributions carryover to 2019. Subtract lines 7 and from line 6a 63,829,366. 10 Analysis of line 9: a Excess from 2014 Excess from 2015 0 Excess from 2016 Excess from 2017 23,327,433. 15,995,459. 13,300,601. 11,205,873. 3 Excess from 2018 823581 12-11-18 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 9 Form 990-PF (2018) 00313551 Form 2018 MERCER FAMILY FOUNDATION Page 10 Part XIV Private Operating Foundations (see instructions and Part question 9) 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation.and the ruling is effective for 2018, enter the date ofthe ruling I I . Check box to indicate whether the foundation is a private operating foundation described in section .. 4942mm or Cl 4942(ilt5} 2 a Enter the lesser of the adjusted net Tax year Prior 3 years income from Part or the minimum 2013 lb) 2017 2015 ((1)2015 (el investment return from Part for each year listed 35% of line 28 .. Qualifying distributions from Part XII, line 4 for each year listed II Amounts included in line 20 not used directly for active conduct of exempt activities I Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c__I_ I 3 Complete 3a, b. or for the alternative test relied upon: a "Assets" alternative test - enter: (1) Value ofallassets (2) Value ofassets qualifying under section "Endowment" alternative test - enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed ., 0 "Support" alternative test - enter: (1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section or royalties) II Support from general public and 5-or more exempt I organizations as prowded in section I Largest amount of support from an exempt organization I {it} Gross investment income .4 I Part XV Supplementary Information (Complete this part only if the foundation had $5,000 or more in assets at any time during the year-see instructions.) (2 (3 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 ofany tax year (but only if they have contributed more than $5,000). (See section ROBERT MERCER List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large p0rtion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest. NONE 2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs: Check here til it the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. It the foundation makes gifts, grants, etc., to individuals or organizations under other conditions, complete items 2a. b. GI and d. a The name. address, and telephone number or email address of the person to whom applications should be addressed: The form in which applications should be submitted and information and materials they should include: Any submission deadlines: it Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors: B23801 12?11?13 Form 10 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 00313551 Farm BEG-PHEOW) MERCER FAMILY FOUNDATION 20?1982204 P313311 Part XV I Supplementary Information {continued} 3 Grants and Contributions Paid During the Year or Approved for Future Payment Recipient If recipient is an individual, . shew any relationship to Foundation Purpose pf grant or any inundation manager status at contribution Amount or substantiai contributor recipient Name and address (home or business) a Paid during the year DONORS TRUST GENERAL 1300 DIAGONAL RD 8?280 VA 22314 3.150.000. THE CHADWICK FOUNDATION PC GENERAL PO BOX 3046 PALM BEACH FL 33430 25 000; JOB CREATORS NETWORK PC GENERAL 15455 NORTH DALLAS PARKWAYJ SUITE 600 TX 75001 250 000. CENTER FOR URBAN RENEWAL AND 9c GENERAL EDUCATION 1317 STREET Nw, SUITE 900 WASHINGTON DC 20004 200.0DL AMERICAN ASSOCIATION FOR AEROSOL PC SENERAL RESEARCH 11130 SUNRISE VALLEY DRIVE Rem-cu. 20191 9 one. Total 31 12 291 100. Approved for future payment NONE Total . . .. .. Ir 3b Form 990-PF (2018) 828611 12-11-13 11 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 00313551 Form MERCER FAMILY FOUNDATION Page 12 Part XVI-A Analysis of Income-Producing Activities Enter gross amounts unless otherwise indicated Unrelated business income Excluded by section 512, 513, or 514 Bu??less Related or exempt 1 Program service revenue: code Amount Amount funct'on '?come a 1 9 Fees and contracts irom government agencies 2 Membership dues and assessments 3 interest on savings and temporary cash investments I 14 975. 4 Dividends and interestfrom securities I 14 214 683 . 5 Net rental income or (loss) from real estate: a Debt-financed property Notdebt-tinanced property 6 Net rental income or (loss) from personal DIODEFIY . .. .. Other investment income Gain or (loss) from sales of assets other than inventory . 18 7.161.194. Net income or(loss) from special events 10 Gross profit or (loss) from sales of inventory 11 Other revenueSubtotal. Add columns andleTotal. Add line 12.co umns andle(See worksheet in line 13 instructions to verily calculations.) Part Relationship of Activities to the Accomplishment of Exempt Purposes Line No. Explain below how each activity for which income is reported in column (3) of Part XVI-A contributed importantly to the accomplishment oi the foundation's exempt purposes (other than by providing funds [or such purposes Form 990-PF (2018) 523621 12-11-18 12 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 00313551 Form 990?PFl2013i MERCER FAMILY FOUNDATION 2 0 19 22 4 P396 13 Part 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) YES NO (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of: (1) Cash .. 1am (2) Other In la(2) Other transactions: (1) Sales of assets to a noncharitable exempt organization .. .. . .. tbtii (2) Purchases of assets from a noncharitable exempt organization 1M2) (3) Rental of facilities, equipment. or otherassets 1thl (4) .. .. 1bt4i (5) Loans or man guarantees . mm (6) Periormance of services ormembership or fundraising solicitations I I 1b(6) Sharing of facilities. equipment. mailing lists. other assets, or paid employees to It the answer to any of the above is "Yes." complete the following schedule. Column should always show the fair market valua of the goods, other assets. or services given by the reporting foundation. lithe foundation received less than fair market value in any transaction or sharing arrangement. show in the value 01 the goods. other assets. or services received. 0) Name of noncharitable exempt organization column Line no. Amount involved Description or transfers, transactions. and sharing arrangements 23 Is the foundation directly or indirectly af?liated with. or related to. one or more tax-exempt organizations described in section 501(c) (other than section 501(c)(3)) or in section 527'Yes,? complete the following schedule. :1 Yes El No Name of organization Type oforganization in) Description of relationship Iii/A Under penalties of perjury. I declare that I have examined this return. including accompanying schedules and statements. and to the best of my knowledge information of high preparer has any knowledge May the ES this return with the preparer and list. II run. I. and replete. Declaration of preparer (other than taxpayer) is based on all . shown below? See instr. Here ?aw \iL \l/lo/ zpt?i Diffs/Hr" Yes No Signature of of?cer or trustee 'Date ?Title Print/Type preparer's name Preparer's si ti Date Check it PTIN NOV 0 self- employed . - Paid LOUIS M. COHEN 32?? P000219 57 Preparer Finn's name CALER ET AL, . A . FirmUse Only Firm'S address 505 SOUTH FLAGLER DR, #900 WEST PALM BEACH. FL 33401?5948 Phong?. 561?832-9292 Form 990-PF (2018) 823622 12-11-18 13 2018.04030 MERCER FAMILY FOUNDATION 00313551 10221108 139979 003135.014T CONTINUATION FOR PART IV 0?1 822 1 OF 1 ital Gains and Losses for Tax on 1 nt me List and describe the kind(s) of property sold, real estate, Date acquired Date sold - 2-story brick warehouse; or common stock, 200 MLC Co. Donation 8qu 083/. W) (510-. day, YR) DA FUND Depreciation allowed (9) Cost or other basis Gain or (loss) (or allowable) plus expense of sale plus minus (9) 230 579. ?230 57 . 323 12 . 329 7'72. ?329? 772951 489. Gross sales price 4 41. Complete only for assets showin in column and owned by the foundation on 12/31/69 I Losses (from col. Adjusted basis (.0 Excess of col_ Gains (excess of col. gain dyer col. F.M.V. as 0112/31/69 as of 12/31/69 over col. if any but not less than ain, also enter in Part I, line 7 2 Capital gain net Income or(netcapltal loss) -- Itaoss), enter??0~" in Part I, line? 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I. line 8. column If enter in Part I, line 8 323591 04-01-13 14 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 00313551 MERCER FAMILY FOUNDATION 20?1982204 _Part XVI Supplementary Information 3 Grants and Contributions Paid During the Year {Continuation} Hredpkn?sanin?v?uaL show any relationship to Fotundatlofn Purpose gram 0r Amount - any foundation manager 3 ans 0 contn Ion Name and address (home or busmess) or substantial contributor reclplem FIVER CHILDRENS FOUNDATION PC GENERAL 519 8TH AVE 24TH FLOOR NEW YORK NY 10013 20.000; TAMIL NADU FOUNDATION PC GENERAL 7409 GREEN HILL DRIVE PA 13052 5 000, MATHEMATICAL SCIENCES RESEARCH INST PC 17 GAUSS WAY BERKELEY CA 94?20 603 DDQL KINGS COLLEGE PC GENERAL 56 BROADWAY NEW YORK. NY 100M 30D non. GOVERNMENT ACCOUNTABILITY INSTITUTE PC GENERAL 1414 PIEDMONT DRIVE EAST TALLAHASSEE, FL 32303 500 000. OREGON INSTITUTE OF SCIENCE AND PC GENERAL MEDICINE PO Box 1279 CAVE JUNCTION. OR 5?523 30E_Uuu, MULTIDISCIPLINARY ASSOCIATION FOR PC GENERAL STUDIES 1115 MISSION STREET CRUZ CA 95060 250 RECLAIM NEW YORK PC GENERAL 1211 AVENUE OF THE AMERICAS NEW YORK NY 10035 48 000. THE OHIO STATE UNIVERSITY FOUNDATION PC GENERAL 1480 LANE AVE COLUMBUS. OH 43221 1 0013 0004 BERKELEY EARTH PC GENERAL 2831 GARBER STREET BERKELEL CA 94'105 2543,0013; Total from continuation sheets .. .. .. .. 3 i551r 10a; B23631 04-01-18 15 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 00313551 MERCER FAMILY FOUNDATION I Part Supplementary Information 20*1982g?4 3 Grants and Contributions Paid During the Year {Continuatianj Ii recipienl is an individual. show any relationship to any foundation manager or substantial contributor Recipient Name and address (home or business) Foundation status oi recipient Purpose of grant or contrib ution Amount WORLD SCIENCE FOUNDATION 475 RIVERSIDE DRIVE NEW YORK NY 10115 PC GENERAL 100 ODD. AMERICAN MUSEUM OF NATURAL HISTORY 200 CENTRAL PARK WEST NEW YORK NY 10024 PC GENERAL 145 OOQJ COLUMBUS ZOOLOGICAL PARK ASSOCIATION PO Box 400 POWELL OH 43065 PC GENERAL 21 log; EMPIRE CENTER FOR PUBLIC POLICY 150 BROADWAY REHANDS NY 12204 PC GENERAL 100 NEW YORK BOTANICAL GARDENS 2900 SOUTHERN BLVD BRONZ. NY 10453 PC GENERAL 15 DOD. Totalimm continuation . 823631 04-01?18 10221108 139979 003135.014T 16 2018.04030 MERCER FAMILY FOUNDATION 00313551 Form Department at the Treasury Internal Revenue Service Underpayment of Estimated Tax by Corporations Attach to the corporation's tax return. Go to for instructions and the latest intermation. FORM OMB No. 1545-0123 2018 Name MERCER FAMILY FOUNDATION Employer identification number 20?1982204 Note: Generally. the corporation is not required to file Form 2220 (see Part II below for exceptions) because the IRS will figure any penalty owed and bill the corporation. However. the corporation may still use Form 2220 to figure the penalty. If so, enterthe amount from page 2, line 38. on the estimated tax penalty line of the corporation's income tax return. but do not attach Form 2220. Partl I Required Annual Payment 1 2 a Personal holding company tax (Schedule PH (Form 1120). line 26) included on line 1 Look-back interest included on line 1 under section 460(c)(2) for completed long-term contracts or section 167(9) for depreciation under the income forecast method 3 5 Totaltaxlsee instructions) Credit for federal tax paid on fuels (see instructionsl Total. Add lines 2a through 20 . .. .. 2d 23 134.193. 2c Subtract line 2d from line 1. It the result is less than $500, do not complete or file this term. The corporation does not owe the penalty Enter the?lax shown on the corporation's 2017 income tax return. See instructions. Caution: If the tax is zero or the tax year was for less than 12 months. skip this line and enter the amount from line 3 on line 5 Required annual payment. Enter the smaller of line 3 or line 4. lithe corporation is required to skip line 4. enter the amount from line 3 134.193. 134.193. Part II Reasons for Filing - Check the boxes below that apply. If any boxes are checked. the corporation must ?le Form 2220 even if it does not owe a penalty. See instructions. 6 1:1 The corporation is using the adjusted seasonal installment method. 1:1 The corporation is using the annualized income installment method. 7 a 1:1 The corporation is a arge corpora_tion' [toying its first required installment based on the prior year?s tax. Part lFiguringihe Underpayment Installment due dates. Enter to columns (at through td) the 15th day of the altn {Form sen-Pr filers: Use 5Ih month}. 5th. 9111. and 12th months at the corporation's tax year Required installments. lithe box on line 6 and/or line 7 above is checked, enter the amounts from A. line 38. It the box on line 8 (but not 6 or 7) is checked. see instructions tor the amounts to enter. If none of these boxes are checked. enter 25% (0.25) of line 5 above in each column Estimated tax paid or credited for each period. For column only, enter the amount from line 11 on line 15. Seelnshuc?ons Complete lines 12 through 18 of one column before going to the next column. Enter amount. it any. from line 18 of the preceding column Add?nesiland12.uunu. Add amounts on lines 16 and 17 of the preceding column Subtract line 14 from line 13. lfzero or less, enter It the amount on line 15 is Zero. subtract line 13 from line 14-01h91WiSe.9nlei-0? . Underpayment. If line 15 is less than or equal to line 10, subtract line 151mm line 10. Then go to line 12 of the next column. Otherwise, go to line 18 Overpayment. Ii line 10 is less than line 15, subtract line 10 [tom line 15. Then go to line 12 of the next column .. in ll!) [0 05/15/18 05/15/18 09/15/18 12/15/18 10 33,548. 33,549. 33,548. 33,548. 11 33,548. 67,097. 100,545. 0. 0. O. 0. 33J548. 67.097. 1? 33,548. 33,549. 33,548. 33,548. 18 Go to Part on page 2 to figure the penalty. Do not so to Part Iv it there are no entries on line 11' - no penalty is owed. LHA For Paperwork Reduction Act Notice. see separate instructions. 812801 01-09-19 10221108 139979 003135.014T 17 2018.04030 MERCER FAMILY FOUNDATION Form 2220 (2013) 00313551 FORM Form 2220120131 MERCER FAMILY FOUNDATION Page 2 Part IV Figuring the Penalty (at 19 Enter the date of payment or the 15m day of the 4th month after the close of the tax year, whichever is earlier. to corporations with tax years ending June 30 and corporations: Use 3rd month instead of 4th month. Form 990-PF and Form 990-Tfiiers: Use 5th month instead of 4th month.) See instructions 19 20 Number 01 days from due date or installment on line 9 to the date shown on line 19 20 21 Number of days on line 20 after 4/15/2013 and banana 7/1/2010 21 22 Underpayment on line 1? 11 Number 01 days on line 21 5% (0.05) 22 '5 365 23 Number or days on line 20 after 06/30/2018 and before 10/1/2018 23 24 Underpayment on line 17 Number of days on line 2:1 1: 5% (0.051 . 24 5 365 25 Number or days on line 20 after 9/30/2015 and before 1/1/2019 25 26 Underpayment on line 17 at Number of days on line 25 5% (0.05) 26 355 27 Number of days on line 20 after 12/31/2013 and before 4/1/2019 27 SEE ATTACHED WJORKSHEET 2B Underpayment on line 1? NUmber of days on line 27 6% (0.06) I. 28 305 29 Number of days on line 20 after 3/31/2010 and before 1/1/2019 29 30 Underpaymenl on line 17 Number of days on line 29 30 365 31 Number of days on line 20 after 6/30/2019 and before 10/1/2019 31 32 Underpayment on line 1? 1: Number of days on line 31 32. 355 33 Number or days on line 20 after 9/30/2019 and before 1/1/2020 33 34 Underpayment on line 17 1: Number of days on line Number of days on line 20 after 12/31/2019 and before 3/16/2020 35 36 Underpayment on line 17 )1 Number ofdays on line 35 I . 35 355 37 Add lines 22Penalty. Add columns through of line 37. Enter the total here and on Form 1120, line 34; or the comparable line for otherincome tax returns 38 5 . 515 . Use the penalty interest rate for each calendar quarter, which the IRS will determine during the first month in the preceding quarter. These rates are published quarterly in an IRS News Release and in a revenue ruling in the Internal Revenue Bulletin. To obtain this information on the Internet, access the IRS website at You can also call 1-800-829?4933 to get interest rate information. Form 2220 (2018) 0121302 01?00-10 1 8 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 00313551 FORM 990 PF UNDERPAYMENT OF ESTIMAT ED TAX WORKSHEET Name(s) Identifying Number MERCER FAMILY FOUNDATION 20?1982204 M) (m w) w) E) Adjusted Number Days Daily *Date Amount Balance Due Balance Due Penalty Rate Penalty .0. 05/15/18 33.548. 33,548. 31 .000136986 142. 06/15/18 33.549. 67.097. 92 .000136986 846. 09/15/18 33.548. 100.645. 91 .000136986 1.255. 12/15/18 331548. 134.193. 16 .000136986 294. 12/31/18 0. 134,193. 135 .000164384 2,978. Penalty Due (Sum of?olumn F). .. .. Date of estimated tax payment, with holding credit date or installment due date. 312511 04-01?18 19 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 00313551 MERCER FAMILY FOUNDATION 20?1982204 FORM GAIN OR (LOSS) FROM SALE OF ASSETS STATEMENT (A) MANNER DATE DESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD RIDA FUND LLC PURCHASED (B) (C) (D) (E) (F) GROSS COST OR EXPENSE OF SALES PRICE OTHER BASIS SALE DEPREC. GAIN OR LOSS 0. 230,579. 0. 0. ?230,579. (A) MANNER DATE DESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD RIDA FUND LLC PURCHASED (B) (C) (D) (E) (F) GROSS COST OR EXPENSE OF SALES PRICE OTHER BASIS SALE DEPREC. GAIN OR LOSS 323,129. 0. 0. 0. 323,129. (A) MANNER DATE DESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD RIDA FUND LLC PURCHASED (B) (C) (D) (E) (F) GROSS COST OR EXPENSE OF SALES PRICE OTHER BASIS SALE DEPREC. GAIN OR LOSS 0. 329,772. 0; On _329,7720 20 1 2018.04030 MERCER FAMILY FOUNDATION 00313551 10221108 139979 003135.014T MERCER FAMILY FOUNDATION 20-1982204 (A) MANNER DATE DESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD RIDA FUND LLC UNREALIZED GAINS PURCHASED (B) (C) (D) (E) (F) GROSS COST OR EXPENSE OF SALES PRICE OTHER BASIS SALE DEPREC. GAIN OR LOSS 447,089. 0. 0. 0. 447,089. (A) MANNER DATE DESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD ML PUBLICLY TRADED SECURITIES (B) (C) (D) (E) (F) GROSS COST OR EXPENSE OF SALES PRICE OTHER BASIS SALE DEPREC. GAIN OR LOSS 925,227. 925,430. 0. o. ?2o3. (A) MANNER DATE DESCRIPTION OF PROPERTY ACQUIRED ACQUIRED DATE SOLD MEDALLION PURCHASED (B) (C) (D) (E) (F) GROSS COST OR EXPENSE OF SALES PRICE OTHER BASIS SALE DEPREC. GAIN OR LOSS 5,951,439. 0. o. 0. 6,951,489. CAPITAL GAINS DIVIDENDS FROM PART IV 41. TOTAL TO FORM PART I, LINE 6A 7,161,194. 21 1 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 00313551 MERCER FAMILY FOUNDATION 20?1982204 FORM 990-PF INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS TATEMENT 2 (A) (B) REVENUE NET INVESTMENT ADJUSTED SOURCE PER BOOKS INCOME NET INCOME DEUTSCHE BANK 954. 954. SCHWAB 21. 21. TOTAL TO PART I, LINE 3 975. 975. 1 FORM DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 3 CAPITAL (A) (B) (C) GROSS GAINS REVENUE NET ADJUSTED SOURCE AMOUNT DIVIDENDS PER BOOKS MENT INCOME NET INCOME MERRILL 14,471. 41. 14,430. 14,430. RIDA FUND LLC 200,253. 0. 200,253. 198,517. TO PART I, LINE 4 214,724. 41. 214,683. 212,947. FORM ACCOUNTING FEES STATEMENT 4 (A) (B) (C) (D) EXPENSES NET ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES ACCOUNTING FEES 9,475. 9,475. 0. TO FORM PG 1, LN 16B 9,475. 9,475. 0. FORM TAXES STATEMENT 5 (A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME .PURPOSES RIDA FUND LLC FOREIGN TAXES 4,022. 4,022. 0. EXCISE TAXES 7,435. 0. 0. TO FORM PG 1, LN 18 11,457. 4,022. 0. 10221108 139979 003135.014T 22 2, 3, 4, 5 2018.04030 MERCER FAMILY FOUNDATION 0031355 MERCER FAMILY FOUNDATION 20?1982204 FORM OTHER EXPENSES STATEMENT 6 (A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES RIDA FUND LLC 198,855. 198,855. 0. RIDA FUND LLC NONDEDUCTIBLE EXPENSES 141. 0. 0. ADVISORY FEES 5,995. 5,995. 0. BANK FEES 431. 0. 0. TRANSFER FEES 90. 30. 60. CATERING 12,676. 0. 12,676. TO FORM PG 1, LN 23 218,188. 204,880. 12,736. FORM OTHER INVESTMENTS STATEMENT 7 VALUATION FAIR MARKET DESCRIPTION METHOD BOOK VALUE VALUE MEDALLION 4115 COST 18,139,339. 18,139,339. RIDA FUND LLC COST 6,633,897. 6,633,897. MUTUAL FUNDS COST 153,465. 151,565. TOTAL TO FORM PART II, LINE 13 24,926,701. 24,924,801. FORM INTEREST AND PENALTIES STATEMENT 8 TAX DUE FROM FORM 990-PF, UNDERPAYMENT PENALTY LATE PAYMENT INTEREST LATE PAYMENT PENALTY TOTAL AMOUNT DUE 10221108 139979 003135.014T PART VI 23 2018.04030 MERCER FAMILY FOUNDATION 131,693. 5,515. 3,532. 3,951. 144,691. 6, 7, 8 00313551 MERCER FAMILY FOUNDATION 20?1982204 FORM LATE PAYMENT PENALTY STATEMENT 9 I . DESCRIPTION DATE AMOUNT BALANCE MONTHS PENALTY TAX DUE 05/15/19 134,193. 134,193. EXTENSION PAYMENT 05/15/19 ?2,500. 131,693. 6 3,951. DATE FILED 11/15/19 131,693. TOTAL LATE PAYMENT PENALTY 3,951. FORM LATE PAYMENT INTEREST STATEMENT 10 DESCRIPTION DATE AMOUNT BALANCE RATE DAYS INTEREST TAX DUE 05/15/19 134,193. 134,193. .0600 EXTENSION PAYMENT 05/15/19 ?2,500. 131,693. .0600 46 1,000. INTEREST RATE CHANGE 06/30/19 0. 132,693. .0500 138 2,532. DATE FILED 11/15/19 135,225. TOTAL LATE PAYMENT INTEREST 3,532. FORM EXPLANATION CONCERNING PART LINE 12 STATEMENT 11 QUALIFYING DISTRIBUTION STATEMENT EXPLANATION THE ENTIRE AMOUNT DISTRIBUTED TO DONOR ADVISED FUNDS IN 2018 IS TREATED AS A QUALIFYING DISTRIBUTION. FORM 990-PF EXPLANATION CONCERNING PART LINE 12 STATEMENT 12 SECTION STATEMENT EXPLANATION THE FOUNDATION DONATED $8,150,000 TO DONORS TRUST, WHICH WILL USE THE FUNDS ONLY TO MAKE DISBURSEMENTS TO PUBLIC CHARITIES. 24 9, 10, 11, 12 10221108 139979 003135.014T 2018.04030 MERCER FAMILY FOUNDATION 00313551