2024-05-06T15:01:14-05:00 2023-12-31 042738098 GOULSTON & STORRS PC ONE POST OFFICE SQUARE BOSTON MA 02109 990PF 2023-01-01 223494040 MERRILL FAMILY CHARITABLE FOUNDATION INC MERR 6174821776 ONE POST OFFICE SQUARE BOSTON MA 02109 AMY MERRILL PRESIDENT 6174821776 2024-04-30 true false JOHN J RUBY P00612163 6175746482 2024-04-30 2023 2023-04-26 12:10:37Z X 1966365 7768 7768 32072 32072 503291 790670 503291 0 543131 543131 0 0 0 0 0 0 3725 1863 0 1863 22421 11211 11211 0 11394 1201 0 0 0 0 0 0 0 37540 14275 0 13074 720000 720000 757540 14275 0 733074 -214409 528856 0 251 155 155 95313 24940 24940 0 0 0 879046 734866 1941270 0 974610 759961 1966365 0 X 974610 759961 974610 759961 974610 759961 974610 -214409 0 760201 240 759961 75. ABBOTT LABS COM 2009-10-19 2023-01-20 8376 1879 6497 6497 100. ADVANCED MICRO DEVICES INC 2011-03-04 2023-01-20 6867 2032 4835 4835 150. ALPHABET INC CLASS C 2016-09-09 2023-01-20 14676 5762 8914 8914 65. APPLE COMPUTER INC COM 2016-05-20 2023-01-20 8823 1547 7276 7276 100. BRISTOL MYERS SQUIBB CO COM 1997-04-04 2023-01-20 7337 690 6647 6647 250. CARRIER GLOBAL CORP 2020-06-01 2023-01-20 10484 5463 5021 5021 50. CATERPILLAR INC 1997-04-04 2023-01-20 12412 491 11921 11921 50. CHARTER COMMUNICATIONS INC CL A NEW 2010-04-05 2023-01-20 19830 2748 17082 17082 50. JOHNSON & JOHNSON COM 1997-04-04 2023-01-20 8381 275 8106 8106 50. MASTERCARD INCORPORATED 2016-02-22 2023-01-20 18682 4400 14282 14282 25. MICROSOFT CORP COM 2009-10-19 2023-01-20 5958 659 5299 5299 75. NIKE INC 2017-10-20 2023-01-20 9416 4004 5412 5412 25. NORFOLK SOUTHERN CORP COM 1997-04-04 2023-01-20 6317 186 6131 6131 75. STRYKER CORP COM 2017-08-10 2023-01-20 18930 10853 8077 8077 150. TRANE TECHNOLOGIES PLC CORP COMMON 2002-01-04 2023-01-20 25090 873 24217 24217 50. L'OREAL 2018-11-30 2023-01-23 20813 11857 8956 8956 350. KONINKLIJKE DSM NV 2018-11-29 2023-01-25 44953 31127 13826 13826 250. KONINKLIJKE DSM NV 2017-11-17 2023-01-25 32109 22553 9556 9556 50. APPLE COMPUTER INC COM 2016-05-20 2023-03-17 7764 1190 6574 6574 75. NORFOLK SOUTHERN CORP COM 1997-04-04 2023-03-17 15353 559 14794 14794 100. NVIDIA CORPORATION 2019-01-25 2023-03-17 26261 3953 22308 22308 50. STRYKER CORP COM 2017-08-10 2023-03-17 13740 7236 6504 6504 250. ALPHABET INC CLASS C 2016-09-09 2023-06-14 30819 9603 21216 21216 50. APPLE COMPUTER INC COM 2016-05-20 2023-06-14 9188 1190 7998 7998 100. BRISTOL MYERS SQUIBB CO COM 1997-04-04 2023-06-14 6473 690 5783 5783 50. CATERPILLAR INC 1997-04-04 2023-06-14 12297 491 11806 11806 50. MICROSOFT CORP COM 2009-10-19 2023-06-14 16762 1318 15444 15444 100. NVIDIA CORPORATION 2019-01-25 2023-06-14 41439 3953 37486 37486 650. VERIZON COMMUNICATIONS INC COM 2000-07-07 2023-06-14 23198 5310 17888 17888 500. HALMA PLC 2017-05-24 2023-06-14 15285 7255 8030 8030 90. NVIDIA CORPORATION 2019-01-25 2023-07-13 41364 3558 37806 37806 350. CARRIER GLOBAL CORP 2020-06-01 2023-08-18 18636 7648 10988 10988 50. CATERPILLAR INC 1997-04-04 2023-08-18 13566 491 13075 13075 50. MICROSOFT CORP COM 2009-10-19 2023-08-18 15749 1318 14431 14431 500. PFIZER INC 2009-10-15 2023-08-18 18204 8285 9919 9919 75. DISNEY WALT CO COM 2022-09-19 2023-09-12 6246 8174 -1928 -1928 275. DISNEY WALT CO COM 2016-09-09 2023-09-12 22902 25644 -2742 -2742 200. DISNEY WALT CO COM 2016-02-22 2023-09-12 16656 19332 -2676 -2676 50. DISNEY WALT CO COM 2016-05-20 2023-09-12 4164 4990 -826 -826 500. NEW YORK TIMES CO CL A 2019-03-18 2023-12-11 23405 17190 6215 6215 250. ORACLE CORP COM 2012-08-03 2023-12-11 28662 7712 20950 20950 320. PFIZER INC 2009-10-15 2023-12-11 9111 5302 3809 3809 1000. SYSCO CORP COM 2009-10-28 2023-12-11 73972 27588 46384 46384 503291 7351 0 7351 0 7351 8000 0 0 8000 0 649 649 0 false false false false false false false true true DE true false false false false true MATTHEW R HILLERY TRUSTEE % GOULSTON & STORRS 6174821776 ONE POSTE OFFICE SQUARE BOSTON MA 02109 false false false false true false false false false false false false false false false false false false false false false false AMY MERRILL c/o GOULSTON ONE POST OFFICE SQUAR BOSTON MA 02110 PRESIDENT 1 0 BRUCE MERRILL c/o GOULSTON ONE POST OFFICE SQUAR BOSTON MA 02110 VICE PRESIDENT 1 0 PAUL MERRILL c/o GOULSTON ONE POST OFFICE SQUAR BOSTON MA 02110 SECRETARY 1 0 MATTHEW R HILLERY c/o GOULSTON ONE POST OFFICE SQUAR BOSTON MA 02110 TRUSTEE 1 0 NONE 0 NONE 0 1980159 157157 0 2137316 0 0 2137316 32060 2105256 105263 105263 7351 7351 97912 0 97912 0 97912 733074 0 0 0 0 733074 97912 0 0 23835 317462 293078 252252 708456 1595083 733074 0 0 0 97912 635162 0 0 2230245 0 0 0 0 0 0 23835 2206410 317462 293078 252252 708456 635162 X HISTORIC SALEM COUTHOUSE PRESERVATION ASSOC INC PO BOX 140 SALEM NY 12865 NONE EXEMPT ORGANIZATION GENERAL 500 AGRICULTURAL STEWARDSHIP ASSOCIATION 2531 STATE ROAD 40 GREENWICH NY 12834 NONE EXEMPT ORGANIZATION GENERAL 25000 CENTRAL SQUARE THEATER 450 MASSACHUSETTS AVE CAMBRIDGE MA 02139 NONE EXEMPT ORGANIZATION GENERAL 10000 SOUTHERN UTAH WILDERNESS ALLIANCE 425 EAST 100 SOUTH SALT LAKE CITY UT 84111 NONE EXEMPT ORGANIZATION GENERAL 18000 ENGENDERHEALTH 440 9TH AVENUE 12FL New York NY 10001 NONE EXEMPT ORGANIZATION GENERAL 10000 WORLD MONUMENTS FUND 350 5TH AVE SUITE 2412 NEW YORK NY 10118 NONE EXEMPT ORGANIZATION GENERAL 8000 DIONONDEHOWA WILDLIFE SANCTUARY BONNIE HOAG 148 STANTON RD SHUSHAN NY 12816 NONE EXEMPT ORGANIZATION GENERAL 3000 SUSTAINABLE HARVEST INTERNATIONAL 104 MAINE ST ELLSWORTH ME 04605 NONE EXEMPT ORGANIZATION GENERAL 20000 INSTITUTE FOR PUBLIC AFFAIRS 2040 N MILWAUKEE AVE CHICAGO IL 60647 NONE EXEMPT ORGANIZATION BENEFIT IN THE TIME 7000 PARTNERS IN HEALTH PO BOX 996 FREDERICK MD 217059942 NONE EXEMPT ORGANIZATION GENERAL 11000 DOCTORS WITHOUT BORDERS 333 SEVENTH AVE 2ND FLOOR NEW YORK NY 10001 NONE EXEMPT ORGANIZATION GENERAL 21000 NON-EVENT 25 CUSTER STREET 1 JAMAICA PLAIN MA 02130 NONE EXEMPT ORGANIZATION GENERAL 10000 HUBBARD HALL PROJECT INC 25 E MAIN ST CAMBRIDGE NY 12816 NONE EXEMPT ORGANIZATION GENERAL 3000 BOSTON LYRIC OPERA COMPANY 11 AVENUE DE LAFAYETTE BOSTON MA 02111 NONE EXEMPT ORGANIZATION GENERAL 20000 PROJECT AGAINST VIOLENT ENCOUNTERS PO BOX 227 BENNINGTON VT 05201 NONE EXEMPT ORGANIZATION GENERAL 8000 THE TRUST FOR PUBLIC LAND 101 MONTGOMERY ST SUITE 900 SAN FRANCISCO CA 94104 NONE EXEMP ORGANIZATION GENERAL 15000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONGOMERY AL 36104 NONE EXEMPT ORGANIZATION GENERAL 5000 RUTLAND FREE LIBRARY 10 COURT STREET RUTLAND VT 05701 NONE EXEMPT ORGANIZATION GENERAL 500 HAYMARKET PEOPLE'S FUND 42 SEAVERNS AVE JAMAICA PLAIN MA 02130 NONE EXEMPT - ORGANIZATIO FOR URGENT RESPONSE FUNDING 5000 PLANNED PARENTHOOD OF SOUTHWEST AND CENTRAL FLORIDA 736 CENTRAL AVE SARASOTA FL 34236 NONE EXEMPT - ORGANIZATIO GENERAL 13000 INTERNATIONAL LABOR RIGHTS FORUM 1634 I ST NW SUITE 1000 WASHINGTON DC 20006 NONE EXEMPT ORGANIZATION GENERAL 2000 MIRA COALITION 105 CHAUNCY STREET SUITE 901 BOSTON MA 02111 NONE EXEMPT ORGANIZATION GENERAL 50000 COMPANY ONE INC 539 TREMONT ST STUDIO 202 BOSTON MA 02116 NONE EXEMPT ORGANIZATION GENERAL 30000 THE GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 NONE EXEMPT ORGANIZATION GENERAL 7000 ACLU FOUNDATION OF NEW HAMPSHIRE 18 LOW AVENUE CONCORD NH 03301 NONE EXEMPT ORGANIZATION GENERAL 10000 COMFORT FOOD COMMUNITY PO BOX 86 GREENWICH NY 12834 NONE EXEMPT ORGANIZATION GENERAL 8000 BARRE CENTER FOR BUDDHIST STUDIES 149 LOCKWOOD ROAD BARRE MA 01005 NONE EXEMPT ORGANIZATION GENERAL 2500 MORE THAN WORDS 242 EAST BERKELEY STREET BOSTON MA 02118 NONE EXEMPT ORGANIZATION GENERAL 2500 FOOD FOR FREE COMMITTEES 11 INMAN SQUARE CAMBRIDGE MA 02139 NONE EXEMPT ORGANIZATION GENERAL 2000 EARTHJUSTICE 50 CALIFORNIA ST STE 500 SAN FRANCISCO CA 94111 NONE EXEMPT ORGANIZATION GENERAL 8000 FOS FEMINISTA ATTN DEVELOPMENT OFFICE 125 MAIDEN LANE 9TH FLOOR NEW YORK NY 100384730 NONE EXEPT ORGANIZATION GENERAL SUPPORT 23000 DURHAM CRISIS RESPONSE CENTER 206 N DILLARD ST DURHAM NC 27701 NONE EXEPT ORGANIZATION GENERAL SUPPORT 8000 INTERNATIONAL CONSORTIUM OF INVESTIGATIV ATTN JEFFREY WOOLVERTON 1800 M STREET NW FRONT 1 33019 WASHINGTON DC 20033 NONE EXEPT ORGANIZATION GENERAL SUPPORT 6000 JOURNALISM DEVELOPMENT NETWORK OCCRP ATTN KATIE HUNT 1220 L ST NW STE 100 497 WASHINGTON DC 20005 NONE EXEPT ORGANIZATION GENERAL SUPPORT 6000 ACTORS SHAKESPEARE PROJECT 442 BUNKER HILL STREET CHARLESTOWN MA 02129 NONE EXEPT ORGANIZATION GENERAL SUPPORT 10000 HARRIS CENTER FOR CONSERVATION EDUCATION 83 KINGS HIGHWAY HANCOCK NH 03449 NONE EXEPT ORGANIZATION GENERAL SUPPORT 2000 MONADNOCK AREA TRANSITIONAL SHELTERING PO BOX 3053 PETERBOROUGH NH 03458 NONE EXEPT ORGANIZATION GENERAL SUPPORT 2000 MONADNOCK CONSERVANCY PO BOX 337 15 EAGLE COURT 2ND FL KEENE NH 034310337 NONE EXEPT ORGANIZATION GENERAL SUPPORT 2000 MUSIC ON NORWAY POND PO BOX 341 HANCOCK NH 03449 NONE EXEPT ORGANIZATION GENERAL SUPPORT 2000 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE EXEMPT ORGANIZATION GENENRAL SUPPORT 2000 JAMES MERRILL HOUSE FOUNDATION 107 WATER STREET STONINGTON CT 06378 NONE EXEPT ORGANIZATION GENERAL SUPPORT 60000 CENTER FOR JUSTICE AND ACCOUNTABILITY ONE HALLIDIE PLAZA SUITE 406 SAN FRANCISCO CA 94102 NONE EXEPT ORGANIZATION GENERAL SUPPORT 10000 PROJECT RIGHT 320A BLUE HILL AVENUE DORCHESTER MA 02121 NONE EXEPT ORGANIZATION GENERAL SUPPORT 6000 FRIENDS OF THE EVERGLADES 900 SE FEDERAL HIGHWAY SUITE 323 STUART FL 34994 NONE EXEPT ORGANIZATION GENERAL SUPPORT 5000 RAINFOREST FOUNDATION US PO BOX 26908 BROOKLYN NY 11202 NONE EXEPT ORGANIZATION GENERAL SUPPORT 20000 WBUR 890 COMMONWEALTH AVENUE 3RD FL BOSTON MA 02215 NONE EXEPT ORGANIZATION GENERAL SUPPORT 2000 ARMENIA TREE PROJECT 400 WEST CUMMINGS PARK SUITE 3725 WOBURN MA 01801 NONE EXEPT ORGANIZATION GENERAL SUPPORT 3000 UNITED HELP UKRAINE PO BOX 83426 GAITHERSBURG MD 20883 NONE EXEPT ORGANIZATION GENERAL SUPPORT 30000 RUTLAND COUNTY HUMANE SOCIETY INC 765 STEVENS ROAD PITTSFORD VT 05763 NONE EXEPT ORGANIZATION GENERAL SUPPORT 7000 PLANNED PARENTHOOD OF GREATER NEW YORK 26 BLEECKER ST NEW YORK NY 100122413 NONE EXEPT ORGANIZATION GENERAL SUPPORT 5000 WAGING PEACE IN VIETNAM EDUCATION FUND 1205 PROSPECT ST TAKOMA PARK MD 20912 NONE EXEPT ORGANIZATION GENERAL SUPPORT 5000 FULLER PROJECT FOR INTERNATIONAL REPORTING 712 H ST NE PMB 37 WASHINGTON DC 20002 NONE EXEPT ORGANIZATION GENERAL SUPPORT 8000 PROTEZ FOUNDATION 3510 HOPKINS PLACE W130D OAKDALE MN 55128 NONE EXEPT ORGANIZATION GENERAL SUPPORT 10000 STUDENT CLINIC FOR IMMIGRANT JUSTICE 217 HANOVER ST - SUITE 320 BOSTON MA 02113 NONE EXEPT ORGANIZATION GENERAL SUPPORT 5000 NEW ENGLAND FORESTRY FOUNDATION 32 FOSTER STREET LITTLETON MA 01460 NONE EXEPT ORGANIZATION GENERAL SUPPORT 3000 ANTI DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 NONE EXEPT ORGANIZATION GENERAL SUPPORT 5000 EMMETT TILL INTERPRETIVE CENTER P O BOX 215 SUMNER MS 38957 NONE EXEPT ORGANIZATION GENERAL SUPPORT 15000 MARIPOSA MUSEUM 26 MAIN STREET PETERBOROUGH NH 03458 NONE EXEPT ORGANIZATION GENERAL SUPPORT 5000 GREATER THINGS 6301 PEACEDALE AVE EDINA MN 55424 NONE EXEPT ORGANIZATION GENERAL SUPPORT 30000 CATSKILLS AGARIAN ALLIANCE 35786 STATE HWY 10 HAMDEN NY 13782 NONE EXEPT ORGANIZATION GENERAL SUPPORT 20000 LELEKA FOUNDATION 380 HAMILTON AVENUE 291 PALO ALTO CA 94302 NONE EXEPT ORGANIZATION GENERAL SUPPORT 10000 THE CULTURAL LANDSCAPE FOUNDATION 1711 CONNECTICUT AVE NW SUITE 200 WASHINGTON DC 20009 NONE EXEPT ORGANIZATION GENERAL SUPPORT 5000 CAMBRIDGE VALLEY COMMUNITY DEVELOPMENT AND PRESERVATION PARTNERSHIP INC P O BOX 72 CAMBRIDGE NY 12816 NONE EXEPT ORGANIZATION GENERAL SUPPORT 5000 MEDICAL DEBT RESOLUTION INC P O BOX 411675 BOSTON MA 02241 NONE EXEPT ORGANIZATION GENERAL SUPPORT 5000 UJA - FEDERATION OF NY P O BOX 4227 NEW YORK NY 10261 NONE EXEPT ORGANIZATION GENERAL SUPPORT 10000 INSIGHT MEDITATION SOCIETY 1230 PLEASANT ST BARRE MA 01005 NONE EXEPT ORGANIZATION GENERAL SUPPORT 2500 BAGLY INC P O BOX 960814 BOSTON MA 02196 NONE EXEPT ORGANIZATION GENERAL SUPPORT 2500 WOMEN'S LUNCH PLACE INC P O BOX 170900 BOSTON MA MA 02117 NONE EXEPT ORGANIZATION GENERAL SUPPORT 2500 SOMERVILLE HOMELESS COALITION INC 1 DAVIS SQUARE SOMERVILLE MA 02144 NONE EXEPT ORGANIZATION GENERAL SUPPORT 2500 BOSTON HEALTH CARE FOR THE HOMELESS PROG 780 ALBANY STREET BOSTON MA 02118 NONE EXEPT ORGANIZATION GENERAL SUPPORT 5000 THE HUMANE SOCIETY OF THE UNITED STATES 1255 23RD STREET NW - SUITE 450 WASHINGTON DC 20037 NONE EXEPT ORGANIZATION GENERAL SUPPORT 2500 ROMERO INSTITUTE 210 HIGH STREET - 2ND FLOOR SANTA CRUZ CA 95060 NONE EXEPT ORGANIZATION GENERAL SUPPORT 2500 GLOBAL INVESTIGATIVE JOURNALISM NETWORK 2336 WISCONSIN AVE NW WASHINGTON DC 20007 NONE EXEPT ORGANIZATION GENERAL SUPPORT 3000 SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATI PO BOX 34115 WASHINGTON DC 20043 NONE EXEPT ORGANIZATION GENERAL SUPPORT 10000 720000 14 7768 14 32072 18 503291 543131 543131 false false false false false false false false false false TAX PREPARATION FEE 3725 1863 1863 CORPORATE STOCKS 734866 1941270 TRANSACTION BEFORE AND AFTER PERIOD 240 CUSTODIAN & MANAGEMENT FEES 22421 11211 11211 FOREIGN TAXES 1201 1201 0 FEDERAL TAX PAYMENT - PRIOR YE 2193 0 0 FEDERAL ESTIMATES - PRINCIPAL 8000 0 0