Edwin S Farmer Tr Uw, Worden John L Iii Ttee in Boston, Massachusetts (MA)

Edwin S Farmer Tr Uw, Worden John L Iii Ttee
Employer Identification Number (EIN)	046257543
Name of Organization	Edwin S Farmer Tr Uw
Secondary Name	Worden John L Iii Ttee
In Care of Name	Simonds Winslow Willis & Abbott
Address	50 Congress St Ste 925, Boston, MA 02109-4075
Activities	Gifts or grants to individuals (other than scholarships)
Subsection	Charitable Organization
Ruling Date	10/1971
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$500,000 to $999,999
Income	$25,000 to $99,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$621,539
Amount of Income	$98,397
Form 990 Revenue Amount	$48,991

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$2,836	$25,165	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$2,525
Dividends and interest from securities	$22,640
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$0
Total expenses and disbursements	$31,708	$0	$0	$31,708
Compensation of officers, directors, trustees, etc.	$6,884
Total operating and administrative expenses	$10,915	$0		$10,915
Contributions, gifts, grants paid	$20,793
Excess of revenue over expenses and disbursements	$-28,872
Net investment income		$25,165
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$601,856	$722,748
Cash - non-interest-bearing	$14,221
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$519,820
Investments-corporate bonds	$65,224
Investments-mortgage loans	$0
Investments-other	$0
Other	$2,591
Total liabilities	$0
Total liabilities and net assets/fund balances	$601,856

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$0
Net capital loss	$-22,329

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	$503
Total credits and payments	$1,200
2012 estimated tax payments and 2011 overpayment credited to 2012	$1,200
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	$1
Tax due	$0
Overpayment	$696
Amount to be credited to 2013 estimated tax	$696

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?	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No
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	$726,219
Net value of noncharitable-use assets	$715,320
Minimum investment return	$35,766

Distributable Amount (for 2012)
Distributable amount	$35,263

Undistributed Income (for 2012)
Distributable amount for 2012	$35,263
Undistributed income for 2012. This amount must be distributed in 2013	$20,914

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
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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Id	Name	Address	State	Established	Total Income
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4	Edward Street Day Care Center Inc	34 Cedar Street, Worcester, MA 01609-2560	MA	1968-06	$1,394,888
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6	Edwards Scholarship Fund	89 South St Ste 603, Boston, MA 02111-2746	MA	1940-02	$1,246,452
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8	Edwin P Stawarz Memorial Scholarship Trust, Regish John P Ttee	8 River Dr, Hadley, MA 01035-3540	MA	1999-05	$15,717
9	Edwin Prescott Scouthouse Charitable Trust, William Groves Treasurer	51 Melrose St, Arlington, MA 02474-8503	MA	2000-02	$8,856
10	Edwin S And Ruth M White Fund 0082853, Ward Richard P Ttee	800 Boyston St, Boston, MA 02199-8001	MA	1996-08	$555,525
11	Edwin S Farmer Tr Uw, Worden John L Iii Ttee	50 Congress St Ste 925, Boston, MA 02109-4075	MA	1971-10	$98,397
12	Edwin S Webster Foundation, Harris Henry U Iii Ttee	C/O Gma Foundations 77 Summer St No, Boston, MA 02110	MA	1949-09	$11,742,905
13	Eel River Beach Club	168 Old Sandwich Rd, Plymouth, MA 02360-2507	MA	1946-07	$263,310
14	Eel River Watershed Association Ltd	128 Sandwich Rd, Plymouth, MA 02360-2514	MA	1998-04	$5,000
15	Ees Arts Inc	39 Eliot St, Jamaica Plain, MA 02130-2751	MA	2003-01	$35,806
16	Plugged In Band Program Inc	146 Warren St, Needham, MA 02492-3029	MA	2005-05	$363,720
17	Ef Intercultural Foundation Inc	8 Education St, Cambridge, MA 02141-1968	MA	1993-05	$13,036,928
18	Eg & G Technical Services Health And Welfare Benefits Trust	PO BOX 5100, Boston, MA 02206-5100	MA	2003-04	$40,486,543
19	Egan Family Foundation, Egan Michael J Ttee	116 Flanders Rd Ste 2000, Westborough, MA 01581-1072	MA	1994-05	$2,772,895
20	Egan Flanagan And Cohen Foundation Tr, Bagley John G Ttee	PO BOX 9035, Springfield, MA 01102-9035	MA	1994-11	$3,800

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