2012-05-15T11:07:36-05:00 2011-06-30 990 2010-07-01 043373410 Harvard Real Estate - Allston Inc HARV 6174953976 1033 Massachusetts Avenue Third Floor Cambridge MA 02138 Maureen H Forrester 6174953976 2012-05-10 2010 2016-02-24 21:20:13Z Katherine N Lapp Massachusetts Hall Cambridge MA 02138 6594936 0 X N/A X 1997 MA The organization has been organized for the exclusive purpose of acquiring real property, holding title to and collecting income from such property, and remitting the entire amount of income from such property (less expenses) to President and Fellows of Harvard College, an organization described in Section 501(c)(3) of the Internal Revenue Code. 5 0 0 0 0 0 22253636 0 6049391 6582824 0 12112 0 0 28303027 6594936 0 0 0 0 0 0 0 0 0 9232844 9580305 9232844 9580305 19070183 -2985369 177571904 165017417 154834008 143657624 22737896 21359793 None 0 0 9580305 6582824 The organization has been organized for the exclusive purpose of acquiring real property, holding title to and collecting income from such property, and remitting the entire amount of income from such property (less expenses) to President and Fellows of Harvard College, an organization described in Section 501(c)(3) of the Internal Revenue Code. During the year ended June 30, 2011, the organization served 111 tenants, including 69 commercial tenants, 32 Harvard University tenants, and 10 residential tenants. 9580305 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 X 5 0 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X Scott E Weaver Harvard Real Estate Services 6174968537 1350 Massachusetts Avenue Cambridge MA 02138 X Katherine N Lapp 1.00 X X 0 563149 40543 Craig McCurley 1.00 X X 0 196937 25779 Carolee E Hill 1.00 X X 0 153242 26374 Daniel S Shore 1.00 X X 0 301908 56047 Lisa Hogarty 1.00 X X 0 207669 27630 Scott E Weaver 1.00 X 0 148579 25189 Daniel S Rabinovitz 12.00 X 0 207796 53910 Nancy S Zeckhauser X 0 243611 29004 Sara E Oseasohn X 0 200834 45259 Daniel Ennis X 0 283574 38467 James W Gray X 0 253050 49930 0 2760349 418132 0 1 1 0 Frank E French Company 101 Clematis Avenue Waltham MA 02453 Construction Services 590212 Morrissey Construction Corp 27 Faneuil Street Brighton MA 02135 Construction Services 262590 DPM Design and Construction Inc 2307 Massachusetts Avenue Cambridge MA 02140 Construction Services 176325 Rufo Cleaning and Maintenance Co Inc 40 Rugg Road Allston MA 02134 Maintenance Services 132118 Geosyntec Consultants Inc 1330 Beacon Street Brookline MA 02446 Consulting Services 131741 7 Real Estate Rental Inc 531120 6582824 6582824 6582824 12112 12112 6594936 6582824 0 12112 226013 83785 224429 12675 4933686 1066430 160332 Taxes and Fees 2815663 Other Admin. Expenses 57292 9580305 1015824 772042 535231 813421 195000 1947618 2550511 177724536 17038093 174073231 160686443 177571904 165017417 26551 104401 154807457 143553223 154834008 143657624 X 22737896 21359793 22737896 21359793 177571904 165017417 X -2985369 1607266 X X 0 1 1 X 0 132495179 132495179 44187520 16691387 27496133 346706 346706 0 695131 695131 160686443 Amounts due to Harvard University 142226939 Tenant security deposits 1326284 143553223 PART X, LINE 2, FIN 48 EFFECTIVE JULY 1, 2007, THE UNIVERSITY ADOPTED FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FIN 48). FIN 48 SETS A MINIMUM THRESHOLD FOR FINANCIAL STATEMENT RECOGNITION OF THE BENEFIT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TAX POSITIONS FOR THE OPEN TAX YEARS AS OF JUNE 30, 2011 WERE REVIEWED AND IT WAS DETERMINED THAT NO PROVISION FOR UNCERTAIN TAX PROVISONS WAS REQUIRED. ACCORDINGLY, THERE IS NO DISCLOSURE IN THE JUNE 30, 2011 FINANCIAL STATEMENTS REGARDING UNCERTAIN TAX POSITIONS. 0 0 0 Katherine N Lapp 0 545607 0 0 0 17542 0 31410 0 9133 0 603692 0 0 Craig McCurley 0 176890 0 20000 0 47 0 24382 0 1397 0 222716 0 0 Carolee E Hill 0 153016 0 0 0 226 0 18137 0 8237 0 179616 0 0 Daniel S Shore 0 301150 0 0 0 758 0 31410 0 24637 0 357955 0 0 Lisa Hogarty 0 181874 0 0 0 25795 0 21920 0 5710 0 235299 0 0 Scott E Weaver 0 148395 0 0 0 184 0 17380 0 7809 0 173768 0 0 Daniel S Rabinovitz 0 207481 0 0 0 315 0 27813 0 26097 0 261706 0 0 Nancy S Zeckhauser 0 180951 0 0 0 62660 0 22383 0 6621 0 272615 0 0 Sara E Oseasohn 0 200011 0 0 0 823 0 25710 0 19549 0 246093 0 0 Daniel Ennis 0 214199 0 30000 0 39375 0 25757 0 12710 0 322041 0 0 James W Gray 0 247488 0 5000 0 562 0 31410 0 18520 0 302980 0 0 Part I, Line 1b Harvard Real Estate - Allston, Inc. does not compensate its officers and directors, nor did it provide its officers and directors with any of the items listed in Line 1a. Form 990, Part VI, Section A, line 2 Katherine N. Lapp, Carolee E. Hill, Scott Weaver, and Daniel S. Rabinovitz all serve as officers and/or directors of Harvard Real Estate CV, Inc., a related organization. Form 990, Part VI, Section A, line 6 President and Fellows of Harvard College is the sole stockholder of Harvard Real Estate-Allston, Inc. Form 990, Part VI, Section A, line 7a Harvard Real Estate-Allston, Inc. is part of Harvard University, which may appoint members of Harvard Real Estate-Allston, Inc.'s governing body. Form 990, Part VI, Section A, line 7b Harvard Real Estate-Allston, Inc. is part of Harvard University, which has final approval of Harvard Real Estate-Allston, Inc.'s actions. Form 990, Part VI, Section A, line 8b No committees have been formed to act on behalf of Harvard Real Estate-Allston, Inc.'s governing body. Form 990, Part VI, Section B, line 11 Form 990 was reviewed by Harvard University financial administrators and legal counsel. A final copy of Form 990 was provided to Harvard Real Estate - Allston, Inc.'s governing body before it was filed. Form 990, Part VI, Section B, line 12c Harvard Real Estate - Allston, Inc. adheres to Harvard University's policies and procedures. Form 990, Part VI, Section C, line 19 Harvard Real Estate - Allston, Inc.'s financial statements are included in Harvard University's consolidated audited financial statements, which are available on Harvard University's website. Harvard University's conflict of interest policy is available on the University's intranet, accessible only to members of the Harvard community. Harvard Real Estate - Allston, Inc.'s governing documents are available upon request. Form 990, Part VII, Line 1a The list below details average hours per week that individuals listed on Part VII, line 1a devoted to the related organizations President and Fellows of Harvard College, and Harvard Real Estate, Inc. President and Fellows of Harvard College: Katherine N. Lapp 60 hours Craig McCurley 60 hours Carolee E. Hill 60 hours Daniel S. Shore 60 hours Lisa Hogarty 60 hours Scott E. Weaver 60 hours Daniel S. Rabinovitz 60 hours Harvard Real Estate, Inc.: Katherine N. Lapp 1 hour Carolee E. Hill 1 hour Lisa Hogarty 1 hour Scott E. Weaver 1 hour Harvard University does not track hours worked by exempt employees. Sixty (60) hours per week is an approximation for full-time employment. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Transfers from affiliated organizations 1,607,266. Total to Form 990, Part XI, Line 5: 1,607,266. Form 990, Part XII, Lines 2b and 2c Harvard University's financial statements include the activities of certain subsidiaries that file separate tax returns, including Harvard Real Estate - Allston, Inc. The financial statements for the fiscal year ended June 30, 2011 were audited by an independent accountant. 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