Vingo Trust Iii, Hale & Dorr in Boston, Massachusetts (MA)

Vingo Trust Iii, Hale & Dorr
Employer Identification Number (EIN)	223106692
Name of Organization	Vingo Trust Iii
Secondary Name	Hale & Dorr
In Care of Name	Loring Wolcott & Coolidge
Address	Lwc 230 Congress Street 12fl, Boston, MA 02110
Activities	Gifts, grants, or loans to other organizations, Other matters
Subsection	Charitable Organization
Ruling Date	08/1991
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
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	$2,483,309
Amount of Income	$1,986,654
Form 990 Revenue Amount	$6,733,757

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$185,022	$178,524	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$11
Dividends and interest from securities	$50,675
Gross rents	$0
Gross sales price for all assets	$1,935,667
Gross profit from sales of goods	$0
Other income	$301
Other	$134,035
Total expenses and disbursements	$233,812	$29,912	$0	$203,012
Compensation of officers, directors, trustees, etc.	$1,258
Pension plans, employee benefits	$0
Legal fees	$250
Accounting fees	$2,654
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$33,812	$29,912		$3,012
Contributions, gifts, grants paid	$200,000
Excess of revenue over expenses and disbursements	$-48,790
Net investment income		$148,612
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$2,783,136	$3,201,599	$2,532,099	$3,321,256	$2,483,309	$3,764,322
Cash - non-interest-bearing	$946		$114		$157
Investments-U.S. and state government obligations	$0		$0		$449,482
Investments-corporate stock	$1,541,267		$1,536,029		$1,682,670
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$1,153,923		$947,956		$0
Other assets			$0		$0
Total liabilities	$1		$1		$1
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$2,783,136		$2,532,099		$2,483,309

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$2,626,302	$0	$134,035
Net capital loss	$0	$-1,550	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$26,392	$835	$2,972
Total credits and payments	$26,346	$1,140	$840
Current year estimated tax payments and previous year's overpayment credited to current year	$840	$1,140	$840
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$25,506	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$4	$0
Tax due		$0	$2,132
Overpayment		$301	$0
Amount to be credited to next year's estimated tax	$0	$301	$0

	2011	2012	2013
Statements Regarding Activities
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	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
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?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	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	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above 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?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year 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-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
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 tax year beginning in this year?		No	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	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	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	No	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	No	No
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?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$6,063,853	$3,335,226	$3,492,889
Net value of noncharitable-use assets		$3,285,198	$3,440,496
Minimum investment return	$298,645	$164,260	$172,025

	2011	2012	2013
Distributable Amount
Distributable amount	$272,253	$163,425	$169,053

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$272,253	$163,425	$169,053
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
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

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$11	$0
Dividends and interest from securities	$50,675	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Vingo Trust Iii, Hale & Dorr to others? (optional)

Yes

Add photo of Vingo Trust Iii, Hale & Dorr (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (18.222.179.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
The Red Sox Foundation Inc in Boston, MA
Ben And Rose Cole Charitable Pria Foundation in Boston, MA
Chefs Table Foundation in Boston, MA
Chester Square Neighborhood Association Inc in Boston, MA
Landry Family Charitable Foundation in Boston, MA
King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA
Iglesia Camino Al Calvario in Lynn, MA
Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA
Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA
Fc Blazers in Needham Hgts, MA

Recently Added Reviews

The Red Sox Foundation Inc in Boston, MA

Ben And Rose Cole Charitable Pria Foundation in Boston, MA

Chefs Table Foundation in Boston, MA

Chester Square Neighborhood Association Inc in Boston, MA

Landry Family Charitable Foundation in Boston, MA

King Solomon Humanitarian Foundation For Handicapped Childre, Handi-Kids in Bridgewater, MA

Iglesia Camino Al Calvario in Lynn, MA

Rossbach Charitable Remainder Tr, Rossbach Janice & C E Ahara Ttees in Lexington, MA

Massachusetts-Ponkapoag Tribal Council Inc in Bridgewater, MA

Fc Blazers in Needham Hgts, MA

Id	Name	Address	State	Established	Total Income
Other organizations in Massachusetts
1	Viking Gradventure	PO BOX 645, Byfield, MA 01922-0645	MA	2001-06	$13,218
2	Village Ambulance Service Inc	30 Water St, Williamstown, MA 01267-2803	MA	1982-06	$1,848,130
3	Village Cemetery Corp-No Rth Easton	C/O Murphy Co 285 Washington Street, North Easton, MA 02356	MA	1946-09	$45,640
4	Village Fitness Inc	313 Highland Ave, Somerville, MA 02144-3230	MA	2009-07	$75,808
5	Village Theatree Project	50 Daniels Road, Marlborough, MA 01752	MA	2005-05	$18,996
6	Vineyard Energy Project Inc	PO BOX 1077, West Tisbury, MA 02575-1077	MA	2003-08	$30,593
7	Vineyard Haven Yacht Club	45 Owen Little Way, Vineyard Haven, MA 02568	MA	1991-10	$1,091,416
8	Vineyard House Inc	PO BOX 4599, Vineyard Hvn, MA 02568-0937	MA	1997-06	$729,229
9	Vineyard Nursing Association Incorporated	PO BOX 399, Vineyard Hvn, MA 02568-0399	MA	1987-08	$5,494,900
10	Vineyard Playhouse Co Inc	PO BOX 2452, Vineyard Hvn, MA 02568-0920	MA	1984-04	$877,797
11	Vingo Trust Iii, Hale & Dorr	Lwc 230 Congress Street 12fl, Boston, MA 02110	MA	1991-08	$1,986,654
12	Vinson-Owen Parents Association	75 Johnson Road, Winchester, MA 01890	MA	2006-04	$0
13	Virginia Wellington Cabot Fndtn Tr Ua 121692 Thomas D Cabot Donor, Cabot Louis Robe Edmu & L Black Tte	70 Federal St Ste 7, Boston, MA 02110-1906	MA	1993-07	$3,477,213
14	Visiting Nurse Association And Hospice Of Western New England, Baystate Visiting Nurse Ass & Hospi	50 Maple St, Springfield, MA 01103-1979	MA	1954-06	$22,709,471
15	Circle Home Inc	336 Central St, Lowell, MA 01852-2609	MA	1939-12	$12,673,110
16	Vna Care Advantage Inc	120 Thomas St, Worcester, MA 01608-1223	MA	1988-08	$575,436
17	Vna Care Hospice Inc	120 Thomas St, Worcester, MA 01608-1223	MA	1995-08	$14,752,631
18	Vna Foundation Of Greater Lowell Inc	336 Central St, Lowell, MA 01852-2609	MA	1989-04	$254,197
19	Vna Hospice Care Inc	500 Rutherford Ave, Boston, MA 02129-1647	MA	1982-08	$11,618,830
20	Voices Rising	PO BOX 300476, Jamaica Plain, MA 02130-0033	MA	2004-12	$51,166

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Vingo Trust Iii, Hale & Dorr and has no official or unofficial affiliation with Vingo Trust Iii, Hale & Dorr