George Harrington Trust Uw in Boston, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| George Harrington Trust Uw | |
| Employer Identification Number (EIN) | 046037725 |
| Name of Organization | George Harrington Trust Uw |
| In Care of Name | Choate Hall & Stewart |
| Address | PO BOX 961019, Boston, MA 02196-1019 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 12/1970 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 08/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,382,978 |
| Amount of Income | $1,142,370 |
| Form 990 Revenue Amount | $196,730 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $197,698 | $197,201 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $4 | |||
| Dividends and interest from securities | $105,429 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $92,265 | |||
| Total expenses and disbursements | $212,236 | $35,202 | $0 | $177,034 |
| Compensation of officers, directors, trustees, etc. | $4,711 | |||
| Total operating and administrative expenses | $47,236 | $35,202 | $0 | |
| Contributions, gifts, grants paid | $165,000 | |||
| Excess of revenue over expenses and disbursements | $-14,538 | |||
| Net investment income | $161,999 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,374,377 | $3,798,510 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $98,063 | |
| Investments-corporate stock | $2,004,713 | |
| Investments-corporate bonds | $301,897 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $827,347 | |
| Other | $142,357 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $3,374,377 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $92,265 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $1,620 |
| Total credits and payments | $3,751 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $3,751 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $2,131 |
| Amount to be credited to 2013 estimated tax | $2,131 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| 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 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | Yes |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $3,701,832 |
| Net value of noncharitable-use assets | $3,646,300 |
| Minimum investment return | $182,315 |
| Distributable Amount (for 2012) | |
| Distributable amount | $180,695 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $180,695 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $161,878 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | George And Roberta Berry Supporting Organization | 801 Main St C/O Woodman Eaton Pc, Concord, MA 01742-3313 | MA | 1999-10 | $114,457 |
| 2 | George B Foster Memorial Trust | 2036 Washington St, Hanover, MA 02339-1617 | MA | 1997-12 | $19,116 |
| 3 | George B Henderson Foundation | PO BOX 961209, Boston, MA 02196-1209 | MA | 1964-10 | $901,566 |
| 4 | George C Wadleigh Foundation Inc | PO BOX 226, Groveland, MA 01834-0226 | MA | 1982-10 | $1,775,806 |
| 5 | George D & Karen S Levy Private Foundation | 24 Carisbrooke Rd, Wellesley Hls, MA 02481-1418 | MA | 1995-11 | $6,009 |
| 6 | George D Jones Sr Memorial Foundation, Jones George D Iii Ttee | 39 Musketaquid Rd, Concord, MA 01742-1609 | MA | 2000-03 | $98 |
| 7 | George F And Sybil H Fuller Foundation | 370 Main St Ste 660, Worcester, MA 01608-1738 | MA | 1965-01 | $14,021,051 |
| 8 | George H & Jane A Mifflin Memorial Fund, Loring Peter B Ttee | Lwc 230 Congress Street 12fl, Boston, MA 02110 | MA | 1976-06 | $5,347,143 |
| 9 | George H And Irene L Walker Home For Children Inc | 1968 Central Ave, Needham, MA 02492-1410 | MA | 1952-08 | $21,551,051 |
| 10 | George H Lusk Trust | PO BOX 901, Falmouth, MA 02541-0901 | MA | 2001-02 | $47,318 |
| 11 | George Harrington Trust Uw | PO BOX 961019, Boston, MA 02196-1019 | MA | 1970-12 | $1,142,370 |
| 12 | George K Progin Scholarship Fund | 75 Federal Street, Boston, MA 02110-1913 | MA | 2004-06 | $150,946 |
| 13 | George Marston Whitin Memorial Community Association Inc | 60 Main St, Whitinsville, MA 01588-2211 | MA | 1938-07 | $3,388,784 |
| 14 | George P Mcnear Jr Foundation | PO BOX 645, Manchester, MA 01944-0645 | MA | 1958-12 | $568 |
| 15 | George P Sargent Educational Trust Fund, Dewar James | PO BOX 339, Norwell, MA 02061-0339 | MA | 1984-08 | $25 |
| 16 | George Peabody Society Inc | 17 Sylvan Street, Danvers, MA 01923 | MA | 2002-10 | $31,083 |
| 17 | George R And Carrie N Guscott Family Foundation Inc | PO BOX 190877, Boston, MA 02119-0017 | MA | 1999-10 | $1 |
| 18 | George R Wallace Foundation | Goodwin Procter Llp Exchange Place, Boston, MA 02109 | MA | 1965-02 | $1,275,416 |
| 19 | George S Troupe Foundation, Troupe Phyllis E | 5 Donovan Farm Way, Norwell, MA 02061-2537 | MA | 1998-06 | $273,280 |
| 20 | George W And Gabrielle E K Grader Foundation Inc | 11 Highland Ter, Marblehead, MA 01945-2333 | MA | 1997-11 | $1,823 |


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