TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF (EIN 04-6061028)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2022-08-23
- IRS object ID
- 202212359349101401
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-23T15:18:26-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273396508 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE TRUST LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046061028 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TR UW HELEN F KIMBALL-THE MOSES KIMBALL | BusinessNameLine1Txt |
| Business Name Line2 | FUND FOR PROMOTION OF GOOD CITIZENSHIP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIMB | BusinessNameControlTxt |
| Phone | 6175236531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LWC 230 CONGRESS ST 12FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C-F DAVID BOIT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175236531 | PhoneNum |
| Signature | 2022-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | C-F | PersonFirstNm |
| Person Last | DAVID BOIT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BETHANY K SHUKIE | PreparerPersonNm |
| PTIN | P02165556 | PTIN |
| Phone | 6175236531 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,974,838 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $164 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,408 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,408 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $587,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $935,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $587,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $643,241 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $643,339 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $29,857 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,961 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,896 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,963 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,963 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,621 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,621 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,099 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $279 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,053 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,053 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $785 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $785 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,824 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,734 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $323,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $323,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $382,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,824 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $348,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $260,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $611,515 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $986 | CashBOYAmt |
| Cash EOY | $364 | CashEOYAmt |
| Cash EOYFMV | $364 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $236,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $236,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,742,317 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,845,302 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,738,474 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,821,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,081,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,974,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,060,041 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,081,151 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$238,738 | RetainedEarningBOYAmt |
| Retained Earning EOY | $515 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,821,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,081,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,821,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,081,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,821,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $260,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,081,666 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,081,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $935,827 | GrossSalesPriceAmt |
| Cost Or Other Basis | $348,060 | CostOrOtherBasisAmt |
| Gain Or Loss | $587,767 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $587,767 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $587,767 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,500 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,500 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,720 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,780 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MOSESKIMBALLFUND.ORG | WebsiteAddressTxt |
| Individual With Books | LORINGWOLCOTT COOLIDGE TRUST LLC | IndividualWithBooksNm |
| Phone | 6175236531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| C-F DAVID BOIT | |||||||||
| 230 CONGRESS STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $9,945 | $0 | $0 | |
| PAUL PARRAVANO | |||||||||
| MIT GOVT RELATIONS RM 11-245 77 | CAMBRIDGE | MA | 02139 | TRUSTEE | 1.00 | $9,956 | $0 | $0 | MASS AVE |
| ANDREW CUMMINGS | |||||||||
| 1108 SHEPHERD ST | DURHAM | NC | 27707 | TRUSTEE | 1.00 | $9,956 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,798,228 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $242,368 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,040,596 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,040,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,919,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $395,999 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $395,999 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,500 | TotalTaxAmt |
| Distributable Before Adj | $387,499 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $387,499 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $387,499 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $348,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $348,234 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $387,499 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $323,288 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $348,234 | QualifyingDistributionsAmt |
| Applied To Year1 | $323,288 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,946 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $362,553 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LORING WOLCOTT COOLIDGE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET 12 FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175236531 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION ON LINE. SEE ON LINE FOR INFORMATION THAT SHOULD BE INCLUDE WITH THIS APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES FOR APPLICATION AND SUBSEQUENT REPORTING JUNE 1ST THROUGH MARCH 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE MOSES KIMBALL FUND TRUSTEES EMPHASIZE GRANTS TO ORGANIZATIONS WHICH EITHER PROVIDE JOBS TO MINORITIES AND DISADVANTAGED MEMBERS OF THE GREATER BOSTON COMMUNITY, OR LINKS BETWEEN EDUCATIONAL ORGANIZATIONS AND THE NEEDY MEMBERS OF THE ADJACENT COMMUNITES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISTS FOR HUMANITY | |||||||
| 100 WEST SECOND STREET | BOSTON | MA | 02127 | NONE | PC | YOUTH ARTS | $8,000 |
| ASCENDUS | |||||||
| 80 MAIDEN LANE SUITE 903 | NEW YORK | NY | 10038 | NONE | PC | COVID-19 RELIEF | $7,000 |
| BLESSED STEPHEN BELLESINI OSA ACADEMYINC | |||||||
| PO BOX 1021 | LAWRENCE | MA | 01842 | NONE | PC | AFTER SCHOOL AND EVENING STUDY PROGRAM | $20,000 |
| BOSTON DEBATE LEAGUE | |||||||
| 225 FRIEND ST SUITE 401 | BOSTON | MA | 02114 | NONE | PC | AFTER SCHOOL DEBATE LEAGUE | $2,000 |
| BUILDING BLOCKS OF KALAMAZOO | |||||||
| 1009 E STOCKBRIDGE AVENUE | KALAMAZOO | MI | 49001 | NONE | PC | CATALYST SITE PROJECTS | $20,000 |
| BUSINESS UNITED IN INVESTNG LENDING DEVELOPMENT | |||||||
| 745 ATLANTIC AVENUE 8TH FL | BOSTON | MA | 02111 | NONE | PC | YOUTH ENTREPRENEURSHIP PROGRAM | $5,000 |
| DISMAS HOUSE OF MASSACHUSETTS | |||||||
| PO BOX 30125 30 RICHARDS STREET | WORCESTER | MA | 01603 | NONE | PC | FARM STEWARSHIP | $5,000 |
| ENGLISH FOR NEW BOSTONIANS | |||||||
| 105 CHAUNCY STREET 7TH FL | BOSTON | MA | 02111 | NONE | PC | ESOL FOR PARENTS AND CAREGIVERS | $14,000 |
| FAMILIES MOVING FORWARD | |||||||
| 300 N QUEEN STREET | DURHAM | NC | 27701 | NONE | PC | DURHAM COLLABORATIVE TO END FAMILY HOMELESSNESS | $20,000 |
| FOOD FOR THE WORLD INC | |||||||
| 516 ESSEX STREET | LAWRENCE | MA | 01841 | NONE | PC | FEEDING THE HUNGRY | $20,000 |
| FRIENDS OF THE CHILDREN-BOSTON INC | |||||||
| 555 AMORY STREET | BOSTON | MA | 02130 | NONE | PC | LT PROFESSIONAL MENTORING FOR HIGH RISK YOUTH | $8,000 |
| GIRLS LEAP SELF-DEFENSE INC | |||||||
| PO BOX 240927 | DORCHESTER | MA | 02124 | NONE | PC | LIFETIME EMPOWERMENT AWARENESS PROGRAM | $3,000 |
| HAVEN PROJECT | |||||||
| 57 MUNROE STREET | LYNN | MA | 01901 | NONE | PC | FOR CATALYST | $4,000 |
| HOUSING FAMILIES INC | |||||||
| 919 EASTERN AVENUE | MALDEN | MA | 02148 | NONE | PC | GREAT YOUTH & FAMILIES PROGRAM | $3,000 |
| INNOVATORS FOR PURPOSE | |||||||
| 825 MAIN STREET | ACTON | MA | 01720 | NONE | PC | CREATIVE DOESS STUDIO & EXPERIENTIAL STEAM LEARNING | $3,000 |
| JFY NETWORKS | |||||||
| 44 SCHOOL STREET SUITE 1010 | BOSTON | MA | 02108 | NONE | PC | ONLINE LEARNING SUPPORT | $5,000 |
| JUST A START CORPORATION | |||||||
| 1035 CAMBRIDGE STREET SUITE 12 | CAMBRIDGE | MA | 02141 | NONE | PC | EDUCATION, TRAINING AND SUPPORT PROGRAMS | $20,000 |
| LA VIDA INC | |||||||
| 120 MUNROE STREET | LYNN | MA | 10901 | NONE | PC | EXPANDING EQUITY IN HIGHER EDUCATION FOR LYNN, MA | $7,500 |
| MORE THAN WORDS | |||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | NONE | PC | OPERATING SUPPORT | $8,000 |
| MUJERES UNIDAS AVANZANDO | |||||||
| 54 CLAYTON STREET | DORCHESTER | MA | 02122 | NONE | PC | HEALTHCARE CAREERS FOR THE FUTURE | $10,000 |
| NATIONAL BRAILLE PRESS INC | |||||||
| 88 ST STEPHEN STREET | BOSTON | MA | 02115 | NONE | PC | HAND-ON! BOOKS FOR BLIND CHILDREN | $10,000 |
| NEW ENGLAND CENTER FOR ARTS & TECHNOLOGY | |||||||
| 23 BRADSTON STREET | BOSTON | MA | 02118 | NONE | PC | CULINARY ARTS JOB TRAINING PROGRAM | $5,000 |
| NEW SCHOOL OF MUSIC INC | |||||||
| 25 LOWELL STREET | CAMBRIDGE | MA | 02138 | NONE | PC | CULTURAL COLLAGE/COMMUNITY MUSIC OUTREACH PROGRAM | $3,000 |
| OPEN DOOR | |||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | NONE | PC | HEALTHY NUTRITION FOR FAMILY WELLNESS | $4,000 |
| PHOENIX CHARTER ACADEMY NETWORK | |||||||
| 175 HAWTHORNE STREET | CHELSEA | MA | 02150 | NONE | PC | COLLEGE AND CAREER PATHWAYS IN THE HEALTHCARE FIELD | $10,000 |
| PROSPECT HILL ACADEMY CHARTER SCHOOL | |||||||
| 50 ESSEX STREET | CAMBRIDGE | MA | 02139 | NONE | PC | COLLEGE ACCESS AND PERSISTENCE | $10,000 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | ART-BASED EMPLOYMENT PROGRAM FOR TEENS | $5,000 |
| STRONG WOMAN STRONG GIRLS INC | |||||||
| 555 AMORY STREET SUITE 3R-3 | JAMAICA PLAIN | MA | 02130 | NONE | PC | BASED MENTORING PROGRAM | $3,000 |
| STUDENT U | |||||||
| 600 EAST UMSTEAD STREET | DURHAM | NC | 27701 | NONE | PC | INTERGENERATIONAL APPROACH TO WORKFORCE DEVELOPMENT AND ECONOMIC MOBILITY | $15,000 |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC | |||||||
| PO BOX 127 | BOSTON | MA | 02127 | NONE | PC | GREEN AMBASSADORS | $3,000 |
| TUTORING PLUS OF CAMBRIDE INC | |||||||
| 225 WINDSOR STREET | CAMBRIDGE | MA | 02139 | NONE | PC | FOR COMMUNITY ENGAGEMENT | $10,000 |
| UTEC INC | |||||||
| PO BOX 7066 | LOWELL | MA | 01852 | NONE | PC | WORKFORCE DEVELOPMENT FOR PROVEN-RISK YOUTH ADULTS | $13,000 |
| BREAKTHROUGH GREATER BOSTON | |||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | NONE | PC | GEOGRAPHIC & PROGRAMMATIC EXPANSION | $20,000 |
| CAMBRIDGE COMMUNITY CENTER | |||||||
| 5 CALLENDER STREET | CAMBRIDGE | MA | 02139 | NONE | PC | STRENGTHENING FAMILIES TOGETHER PROJECT | $5,000 |
| FOUND IN TRANSLATION | |||||||
| 1532B DORCHESTER AVENUE | DORCHESTER | MA | 02122 | NONE | PC | LANGUAGE ACCESS FELLOWSHIP, GENERAL OPERATING | $5,000 |
| NOTRE DAME EDUCATION CENTER LAWRENCE | |||||||
| 354 MERRIMACK STREET SUITE 210 | LAWRENCE | MA | 01843 | NONE | PC | EXPANDING NDEC NURSING ASSISTANT PROGRAM | $5,000 |
| ROOT NS INC | |||||||
| 35 CONGRESS STREET SUITE 2350 | SALEM | MA | 01970 | NONE | PC | YOUTH CULINARY TRAINING PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $323,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,408 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $587,767 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $643,241 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $643,241 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LORING WOLCOTT & COOLIDGE TRUST LLC - ACCOUNTING FEES | CategoryTxt |
| Amt | $2,963 | Amt |
| Net Investment Income | $2,963 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VIII LINE 1(B) | FormAndLineReferenceDesc |
| Medium Explanation | 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE OFFICER/S MANAGING THE AFFAIRS OF THEFOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR990PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PERWEEK HAS BEEN INDICATED. THE OFFICER/SEMPLOY ACCOUNTING, SUPPORT AND TAXCOMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAIDRELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS ANESTIMATE OF THE TIME SPENT BY THE NAMED OFFICER/S ASWELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAYDIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR.THE TRUSTEES FEES NOTED ALSO INCLUDES AN INVESTMENT ADVISORYCOMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENTASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ONFAIR MARKET VALUE. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,830 DANAHER CORP SHS BEN INT | $58,011 | $482,791 |
| 1,200 STRYKER CORP | $3,844 | $281,400 |
| 2,625 FISERV INC | $33,354 | $262,972 |
| 1,645 MASTERCARD INC | $37,272 | $588,696 |
| 2,225 TJX COMPANIES INC | $27,602 | $141,443 |
| 2,040 EOG RESOURCES | $127,668 | $279,398 |
| 810 INTUIT | $37,959 | $335,713 |
| 1,200 VISA INC | $28,416 | $254,604 |
| 1,530 CHURCH & DWIGHT CO | $38,795 | $137,792 |
| 960 BERKSHIRE HATHAWAY INC B | $140,083 | $303,341 |
| 670 WEX INC | $58,277 | $114,088 |
| 1,060 AMERICAN TOWER CORP | $101,669 | $271,498 |
| 110 ALPHABET INC CLASS C | $23,639 | $250,886 |
| 93 ALPHABET INC CLASS A | $19,931 | $211,597 |
| 720 PAYCOM SOFTWARE INC | $29,595 | $204,725 |
| 1,930 MICROSOFT CORP | $186,264 | $524,709 |
| 215 ABIOMED INC | $60,712 | $56,695 |
| 520 CONSTELLATION BRANDS CL A | $98,876 | $127,644 |
| 990 META PLATFORM | $179,711 | $191,703 |
| 565 HOME DEPOT INC | $114,122 | $171,054 |
| 495 MSCI INC | $86,625 | $218,963 |
| 725 UNION PACIFIC | $120,644 | $159,341 |
| 450 ADOBE SYSTEMS INC | $118,766 | $187,416 |
| 53 AMAZON.COM | $110,146 | $127,422 |
| 710 WALT DISNEY PRODUCTIONS | $100,319 | $78,412 |
| 305 IQVIA HOLDINGS INC | $50,255 | $65,651 |
| 1,075 PAYPAL HOLDINGS INC | $301,822 | $91,601 |
| 210 REGENERON PHARMACY | $100,982 | $139,595 |
| 465 THERMO FISHER SCIENTIFIC | $249,310 | $263,920 |
| 735 NXP SEMICONDUCTORS | $100,094 | $139,474 |
| 140 ALIGN TECHNOLOGY | $51,369 | $38,870 |
| 75 SERVICENOW INC | $49,170 | $35,060 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMM OF MA FORM PC ANNUAL REPORT FILING FEE | $35 | $0 | $35 |
| PROBATE FEES 61 & 62 FOR 2021 | $750 | $0 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LWC FIDUCIARY ADVISORS | CategoryTxt |
| Amt | $21,621 | Amt |
| Net Investment Income | $21,621 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATES EXCISE TAX 2022 | $2,820 | $0 | $0 |
| FOREIGN TAX | $279 | $279 | $0 |
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