Charles E. Merrill Trust Collection
type: FindingAid
type: Document
conforms to: General International Standard for Archival Description
publisher: Amherst College Archives and Special Collections Amherst, MA
encoded as: Charles E. Merrill Trust Collection
topic: Charles E. Merrill Trust Collection
subject: Charles E. Merrill Trust Collection
has part: Biographical History for: Charles E. Merrill Trust Collection
topic: ma243-1
subject: ma243-1
topic: The Philanthropy of Charles E. Merrill, Book I, a report by Professor David A. Thomas of the Cornell University School of Business and Public Administration, compiled at Merrill's request. 1954
subject: The Philanthropy of Charles E. Merrill, Book I, a report by Professor David A. Thomas of the Cornell University School of Business and Public Administration, compiled at Merrill's request. 1954
topic: September 1959 Recommendations 1959
subject: September 1959 Recommendations 1959
topic: March 1960 Recommendations 1960
subject: March 1960 Recommendations 1960
topic: September 1960 Recommendations 1960
subject: September 1960 Recommendations 1960
topic: March 1961 Recommendations 1961
subject: March 1961 Recommendations 1961
topic: September 1961 Recommendations 1961
subject: September 1961 Recommendations 1961
topic: March 1962 Recommendations 1962
subject: March 1962 Recommendations 1962
topic: September 1962 Recommendations 1962
subject: September 1962 Recommendations 1962
topic: March 1963 Recommendations 1963
subject: March 1963 Recommendations 1963
topic: September 1963 Recommendations 1963
subject: September 1963 Recommendations 1963
topic: March 1964 Recommendations 1964
subject: March 1964 Recommendations 1964
topic: September 1964 Recommendations 1964
subject: September 1964 Recommendations 1964
topic: March 1965 Recommendations 1965
subject: March 1965 Recommendations 1965
topic: September 1965 Recommendations 1965
subject: September 1965 Recommendations 1965
topic: Copy of The Philanthropy of Charles E. Merrill, Book I, with introductory letter dated March 11, 1966. 1954-1966
subject: Copy of The Philanthropy of Charles E. Merrill, Book I, with introductory letter dated March 11, 1966. 1954-1966
topic: March 1966 Recommendations 1966
subject: March 1966 Recommendations 1966
topic: September 1966 Recommendations 1966
subject: September 1966 Recommendations 1966
topic: March 1967 Recommendations 1967
subject: March 1967 Recommendations 1967
topic: September 1967 Recommendations 1967
subject: September 1967 Recommendations 1967
topic: February 1968 Recommendations 1968
subject: February 1968 Recommendations 1968
topic: September 1968 Recommendations 1968
subject: September 1968 Recommendations 1968
topic: March 1969 Recommendations 1969
subject: March 1969 Recommendations 1969
topic: September 1969 Recommendations 1969
subject: September 1969 Recommendations 1969
topic: April 1970 Recommendations 1970
subject: April 1970 Recommendations 1970
topic: September 1970 Recommendations 1970
subject: September 1970 Recommendations 1970
topic: April 1971 Recommendations 1971
subject: April 1971 Recommendations 1971
topic: September 1971 Recommendations 1971
subject: September 1971 Recommendations 1971
topic: November 1971 Recommendations 1971
subject: November 1971 Recommendations 1971
topic: January 1972 Recommendations 1972
subject: January 1972 Recommendations 1972
topic: April 1972 Recommendations (2 folders) 1972
subject: April 1972 Recommendations (2 folders) 1972
topic: June 1972 Recommendations 1972
subject: June 1972 Recommendations 1972
topic: August 1972 Recommendations (2 folders) 1972
subject: August 1972 Recommendations (2 folders) 1972
topic: November 1972 Recommendations 1972
subject: November 1972 Recommendations 1972
topic: February 1973 Recommendations (2 folders) 1973
subject: February 1973 Recommendations (2 folders) 1973
topic: June 1973 Recommendations 1973

General International Standard for Archival Description
type: Standard

Amherst College Archives and Special Collections Amherst, MA
type: Repository
type: Organization
type: Agent
country code: US
maintenance agency code: ma
is publisher of: Charles E. Merrill Trust Collection
administers: Amherst College Archives and Special Collections Amherst, MA
provides access to: Charles E. Merrill Trust Collection
provides access to: ma243-1
provides access to: The Philanthropy of Charles E. Merrill, Book I, a report by Professor David A. Thomas of the Cornell University School of Business and Public Administration, compiled at Merrill's request. 1954
provides access to: September 1959 Recommendations 1959
provides access to: March 1960 Recommendations 1960
provides access to: September 1960 Recommendations 1960
provides access to: March 1961 Recommendations 1961
provides access to: September 1961 Recommendations 1961
provides access to: March 1962 Recommendations 1962
provides access to: September 1962 Recommendations 1962
provides access to: March 1963 Recommendations 1963
provides access to: September 1963 Recommendations 1963
provides access to: March 1964 Recommendations 1964
provides access to: September 1964 Recommendations 1964
provides access to: March 1965 Recommendations 1965
provides access to: September 1965 Recommendations 1965
provides access to: Copy of The Philanthropy of Charles E. Merrill, Book I, with introductory letter dated March 11, 1966. 1954-1966
provides access to: March 1966 Recommendations 1966
provides access to: September 1966 Recommendations 1966
provides access to: March 1967 Recommendations 1967
provides access to: September 1967 Recommendations 1967
provides access to: February 1968 Recommendations 1968
provides access to: September 1968 Recommendations 1968
provides access to: March 1969 Recommendations 1969
provides access to: September 1969 Recommendations 1969
provides access to: April 1970 Recommendations 1970
provides access to: September 1970 Recommendations 1970
provides access to: April 1971 Recommendations 1971
provides access to: September 1971 Recommendations 1971
provides access to: November 1971 Recommendations 1971
provides access to: January 1972 Recommendations 1972
provides access to: April 1972 Recommendations (2 folders) 1972
provides access to: June 1972 Recommendations 1972
provides access to: August 1972 Recommendations (2 folders) 1972
provides access to: November 1972 Recommendations 1972
provides access to: February 1973 Recommendations (2 folders) 1973
provides access to: June 1973 Recommendations 1973
provides access to: November 1973 Recommendations 1973
provides access to: April 1974 Recommendations (2 folders) 1974
provides access to: July 1974 Recommendations 1974
provides access to: March 1975 Recommendations 1975
provides access to: July 1975 Recommendations 1975
provides access to: November 1975 Recommendations (2 folders) 1975
provides access to: April 1976 Recommendations (2 folders) 1976
provides access to: June 1976 Recommendations 1976
provides access to: December 1976 Recommendations (2 folders) 1976
provides access to: March 1977 Recommendations (3 folders) 1977
provides access to: June 1977 Recommendations 1977
provides access to: November 1977 Recommendations (3 folders) 1977
provides access to: February 1978 Recommendations Volumes I-III 1978
provides access to: June 1978 Recommendations 1978
provides access to: September 1978 Recommendations Volumes I-II 1978
provides access to: April 1979 Recommendations Volumes I-III 1979
provides access to: June 1979 Recommendations 1979
provides access to: November 1979 Recommendations Volumes I-II 1979
provides access to: March 1980 Recommendations Volumes I-II 1980
provides access to: June 1980 Recommendations 1980
provides access to: November 1980 Recommendations Volumes I-II 1980
provides access to: The Journey: Massacre of the Innocents, by Charles Merrill. (1996) Cambridge: Kenet Media. Contains an inscription to Mary Oates and a handwritten note to Mary from Charles Merrill 1996
provides access to: ma243-1-58
provides access to: Rok Emiliki, by Charles Merrill, trans. Piotr Mróz. Kraków: Agencja Wydawnicza. (Polish translation of Emily's Year by Charles Merrill).

Amherst College Archives and Special Collections Amherst, MA
type: SpatialThing
is administered by: Amherst College Archives and Special Collections Amherst, MA

Charles E. Merrill Trust Collection
type: EAD
type: Document
description: Finding aid encoded in NoteTab Pro. Encoded by Peter A. Nelson, Archivist. 2013-07-16
created: 2013-07-16
conforms to: Encoded Archival Description
conforms to: Encoded Archival Description (EAD) Version 2002
encoding of: Charles E. Merrill Trust Collection

Encoded Archival Description
type: Standard

Encoded Archival Description (EAD) Version 2002
type: Standard

Charles E. Merrill Trust Collection
type: ArchivalResource
access provided by: Amherst College Archives and Special Collections Amherst, MA
level: collection
date: 1954-1996
date created accumulated string: 1954-1996
date created accumulated start: 1954
date created accumulated end: 1996
produced in: Creation of Charles E. Merrill Trust Collection
date: 1959-1980
date created accumulated string: 1959-1980
date created accumulated start: 1959
date created accumulated end: 1980
extent: 5 records storage boxes
extent: (5 linear ft.)
origination: Charles E. Merrill Trust
has biographical history: Biographical History for: Charles E. Merrill Trust Collection
custodial history: Donor Mary J. Oates is the author of The Catholic Philanthropic Tradition in America. The collection had been given to her on November 21, 1989 by Charles E. Merrill, Jr. while she was researching American philanthropy.
acquisitions: Gift by Mary J. Oates, 2012.
scopecontent: Scope and Contents of the Collection The Charles E. Merrill Trust Collection consists of 5 linear feet of material documenting the decision-making activities of the charitable organization's trustees. The bulk of the collection dates from 1959 to 1980 and consists of bound volumes of grant recommendations compiled by the Charles E. Merrill Trust administrator, David A. Thomas, and sent to the Board of Trustees prior to their meetings. These copies have "Mrs. Robert A. Magowan" (Doris Merrill Magowan) typed on the front, indicating that they were originally her copies. Each bound volume begins with an introductory letter from Mr. Thomas, including an update on funds available for distribution, a summary of the grants approved at the previous meeting, and a summary of the recommendations for the coming meeting. The grant applications are then included in the report that follows. Many volumes include handwritten notes, and some include photographs, architect-tural plans, or other supplementary material for the grant proposals. As the granting responsibili-ties were divided more in later years between the Trustees, this is reflected in the reports, with recommended grants listed under each Trustee's name. Also included in the collection are two copies of a report commissioned by Charles E. Merrill in 1954 entitled The Philanthropy of Charles E. Merrill, Book I, and written by David A. Thomas. This report examined Merrill's past giving and provided recommendations in establishing a trust. The collection also includes three published books by Charles E. Merrill, Jr., which are not directly related to operations of the Charles E. Merrill Trust.
access restrictions: There is no restriction on access to the Charles E. Merrill Trust Collection for research use. Particularly fragile items are restricted for preservation purposes.
use restrictions: Requests for permission to publish material from the Charles E. Merrill Trust Collection should be directed to the Archives and Special Collections. It is the responsibility of the researcher to identify and satisfy the holders of all copyrights.
processing: Processed in July 2013 by Claire Lobdell, Merrill Project Archivist.
associated with: Philanthropists.
associated with: Charitable uses, trusts, and foundations--United States.
associated with: Endowments.
associated with: Merrill, Charles, 1885-1956.
associated with: Merrill, Charles E., Jr., 1920-
associated with: Thomas, David Ansell, 1917-
associated with: Merrill Family.
associated with: Merrill Lynch & Co. (1915-1940)
type: Aggregation
type: Collection
has part: ma243-1
aggregates: ma243-1

collection
type: Level
type: Concept

Creation of Charles E. Merrill Trust Collection
type: Creation
type: Event
product: Charles E. Merrill Trust Collection
involved: Charles E. Merrill Trust Collection
time: Time of Creation of Charles E. Merrill Trust Collection
at time: Time of Creation of Charles E. Merrill Trust Collection

Time of Creation of Charles E. Merrill Trust Collection
type: Interval
timeline: universaltimeline
start: 1954
interval starts: http://reference.data.gov.uk/id/year/1954
P86i contains: http://reference.data.gov.uk/id/year/1954
end: 1996
interval ends: http://reference.data.gov.uk/id/year/1996
P86i contains: http://reference.data.gov.uk/id/year/1996
start: 1959
interval starts: http://reference.data.gov.uk/id/year/1959
P86i contains: http://reference.data.gov.uk/id/year/1959
end: 1980
interval ends: http://reference.data.gov.uk/id/year/1980
P86i contains: http://reference.data.gov.uk/id/year/1980

5 records storage boxes
type: Extent
label: (5 linear ft.)

Charles E. Merrill Trust
type: Agent
is origination of: Charles E. Merrill Trust Collection

Biographical History for: Charles E. Merrill Trust Collection
type: BiographicalHistory
type: Document
type: DocumentPart
body: Historical Note The Charles E. Merrill Trust was established after the death in 1956 of Charles Edward Merrill (AC 1908), founder of Merrill Lynch & Co. Merrill laid out instructions for the Trust in his will, including naming the administrator and five original trustees, and instructing that the Trust's activities be concluded within twenty years. The Trust's money multiplied considerably after Merrill Lynch & Co. went public in 1972, and the Trust received a judge's approval to extend the timeframe by three years. Over its twenty-three year existence the trustees distributed over $114 million to 5,000 projects, and by the end they were receiving approximately 12,000 funding requests per year. Twenty percent of the Trust's income went to Amherst College, twenty percent to seven other named beneficiaries (schools and hospitals), and the remaining sixty percent was divided equally in three categories: education, religion (ten percent Protestant, five percent each to Catholic and Jewish), and established charitable, scientific, or religious institutions. At the time it was established, funds for the Charles E. Merrill Trust were taxable because the Trust owned a large amount of Merrill Lynch and Co. Because of this, various parties interested in the Charles E. Merrill Trust lobbied Congress and were instrumental in passing H.R. 8265 (Public Law 85-367) on April 7, 1958. This very limited law gave the Trust's funds tax-exempt status. There were only five trustees at a given time during the life of the Trust, and the grants reflected the particular interest of those trustees. The original trustees appointed in Charles E. Merrill's will were: Winthrop Smith, Sam Marks, Robert A. Magowan, Charles Cole, and Charles Merrill Jr. Marks was replaced by Doris Magowan in 1960, Smith was replaced in 1961 by Donald Regan, Peter Magowan replaced Cole after Cole's death in 1978, and Mary Merrill replaced Donald Regan as a trustee for the Trust's final meeting. The administrator for …
topic: Charles E. Merrill Trust
subject: Charles E. Merrill Trust
is biographical history for: Charles E. Merrill Trust Collection
is part of: Charles E. Merrill Trust Collection

Philanthropists.
type: Concept
in scheme: lcsh

lcsh
type: ConceptScheme

Charitable uses, trusts, and foundations--United States.
type: Concept
in scheme: lcsh

Endowments.
type: Concept
in scheme: lcsh

Merrill, Charles, 1885-1956.
type: Concept
in scheme: lcnaf
focus: Merrill, Charles, 1885-1956.

lcnaf
type: ConceptScheme

Merrill, Charles, 1885-1956.
type: Person
type: Agent
type: E21 Person

Merrill, Charles E., Jr., 1920-
type: Concept
in scheme: lcnaf
focus: Merrill, Charles E., Jr., 1920-

Merrill, Charles E., Jr., 1920-
type: Person
type: Agent
type: E21 Person

Thomas, David Ansell, 1917-
type: Concept
in scheme: lcnaf
focus: Thomas, David Ansell, 1917-

Thomas, David Ansell, 1917-
type: Person
type: Agent
type: E21 Person

Merrill Family.
type: Concept
in scheme: lcnaf
focus: Merrill Family.

Merrill Family.
type: Family
type: Group
type: Agent

Merrill Lynch & Co. (1915-1940)
type: Concept
in scheme: lcnaf
focus: merrilllynchco1915-1940

series
type: Level
type: Concept

The Philanthropy of Charles E. Merrill, Book I, a report by Professor David A. Thomas of the Cornell University School of Business and Public Administration, compiled at Merrill's request. 1954
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

September 1959 Recommendations 1959
type: ArchivalResource
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March 1960 Recommendations 1960
type: ArchivalResource
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September 1960 Recommendations 1960
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March 1961 Recommendations 1961
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September 1961 Recommendations 1961
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March 1962 Recommendations 1962
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September 1962 Recommendations 1962
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March 1963 Recommendations 1963
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September 1963 Recommendations 1963
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March 1964 Recommendations 1964
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September 1964 Recommendations 1964
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March 1965 Recommendations 1965
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September 1965 Recommendations 1965
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Copy of The Philanthropy of Charles E. Merrill, Book I, with introductory letter dated March 11, 1966. 1954-1966
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

March 1966 Recommendations 1966
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September 1966 Recommendations 1966
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March 1967 Recommendations 1967
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September 1967 Recommendations 1967
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February 1968 Recommendations 1968
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September 1968 Recommendations 1968
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March 1969 Recommendations 1969
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September 1969 Recommendations 1969
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April 1970 Recommendations 1970
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

September 1970 Recommendations 1970
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access provided by: Amherst College Archives and Special Collections Amherst, MA

April 1971 Recommendations 1971
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

September 1971 Recommendations 1971
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access provided by: Amherst College Archives and Special Collections Amherst, MA

November 1971 Recommendations 1971
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access provided by: Amherst College Archives and Special Collections Amherst, MA

January 1972 Recommendations 1972
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April 1972 Recommendations (2 folders) 1972
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access provided by: Amherst College Archives and Special Collections Amherst, MA

June 1972 Recommendations 1972
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

August 1972 Recommendations (2 folders) 1972
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

November 1972 Recommendations 1972
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access provided by: Amherst College Archives and Special Collections Amherst, MA

February 1973 Recommendations (2 folders) 1973
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access provided by: Amherst College Archives and Special Collections Amherst, MA

June 1973 Recommendations 1973
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access provided by: Amherst College Archives and Special Collections Amherst, MA

November 1973 Recommendations 1973
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April 1974 Recommendations (2 folders) 1974
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July 1974 Recommendations 1974
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March 1975 Recommendations 1975
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July 1975 Recommendations 1975
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access provided by: Amherst College Archives and Special Collections Amherst, MA

November 1975 Recommendations (2 folders) 1975
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access provided by: Amherst College Archives and Special Collections Amherst, MA

April 1976 Recommendations (2 folders) 1976
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June 1976 Recommendations 1976
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access provided by: Amherst College Archives and Special Collections Amherst, MA

December 1976 Recommendations (2 folders) 1976
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access provided by: Amherst College Archives and Special Collections Amherst, MA

March 1977 Recommendations (3 folders) 1977
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June 1977 Recommendations 1977
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

November 1977 Recommendations (3 folders) 1977
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

February 1978 Recommendations Volumes I-III 1978
type: ArchivalResource
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June 1978 Recommendations 1978
type: ArchivalResource
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September 1978 Recommendations Volumes I-II 1978
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

April 1979 Recommendations Volumes I-III 1979
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

June 1979 Recommendations 1979
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

November 1979 Recommendations Volumes I-II 1979
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

March 1980 Recommendations Volumes I-II 1980
type: ArchivalResource
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June 1980 Recommendations 1980
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

November 1980 Recommendations Volumes I-II 1980
type: ArchivalResource
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access provided by: Amherst College Archives and Special Collections Amherst, MA

The Journey: Massacre of the Innocents, by Charles Merrill. (1996) Cambridge: Kenet Media. Contains an inscription to Mary Oates and a handwritten note to Mary from Charles Merrill 1996
type: ArchivalResource
is part of: ma243-1
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access provided by: Amherst College Archives and Special Collections Amherst, MA

ma243-1-58
type: ArchivalResource
is part of: ma243-1
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access provided by: Amherst College Archives and Special Collections Amherst, MA
label: The Walled Garden: The Story of a School, by Charles Merrill. (1982) Boston: Rowan Tree Press. Signed by Charles Merrill. Interleaved are a copy of "The Commonwealth School: Letters to a Young Teacher," dated August 1975, and a 1993 article from the Wall Street Journal about James Merrill's memoir, A Different Person. 1982

Rok Emiliki, by Charles Merrill, trans. Piotr Mróz. Kraków: Agencja Wydawnicza. (Polish translation of Emily's Year by Charles Merrill).
type: ArchivalResource
is part of: ma243-1
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access provided by: Amherst College Archives and Special Collections Amherst, MA
date: 1992
date created accumulated string: 1992
date created accumulated: 1992
produced in: Creation of Rok Emiliki, by Charles Merrill, trans. Piotr Mróz. Kraków: Agencja Wydawnicza. (Polish translation of Emily's Year by Charles Merrill).

Creation of Rok Emiliki, by Charles Merrill, trans. Piotr Mróz. Kraków: Agencja Wydawnicza. (Polish translation of Emily's Year by Charles Merrill).
type: Creation
type: Event
product: Rok Emiliki, by Charles Merrill, trans. Piotr Mróz. Kraków: Agencja Wydawnicza. (Polish translation of Emily's Year by Charles Merrill).
involved: Rok Emiliki, by Charles Merrill, trans. Piotr Mróz. Kraków: Agencja Wydawnicza. (Polish translation of Emily's Year by Charles Merrill).
time: Time of Creation of Rok Emiliki, by Charles Merrill, trans. Piotr Mróz. Kraków: Agencja Wydawnicza. (Polish translation of Emily's Year by Charles Merrill).
at time: Time of Creation of Rok Emiliki, by Charles Merrill, trans. Piotr Mróz. Kraków: Agencja Wydawnicza. (Polish translation of Emily's Year by Charles Merrill).

Time of Creation of Rok Emiliki, by Charles Merrill, trans. Piotr Mróz. Kraków: Agencja Wydawnicza. (Polish translation of Emily's Year by Charles Merrill).
type: Interval
type: E52 Time-Span
timeline: universaltimeline
at: 1992
interval during: http://reference.data.gov.uk/id/year/1992
P86 falls within: http://reference.data.gov.uk/id/year/1992