WALSKE CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WALSKE CHARITABLE FOUNDATION (EIN 04-6818329)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201933189349100128
- Schema version
- 2018v3.1
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T08:44:54-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046818329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALSKE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | STEVEN C WALSKE ET AL TRUSTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALS | BusinessNameControlTxt |
| Phone | 6175236531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LWC 230 CONGRESS STREET 12FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN C WALSKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175236531 | PhoneNum |
| Signature | 2019-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD IZZO | PreparerPersonNm |
| PTIN | P00048280 | PTIN |
| Phone | 6175236531 | PhoneNum |
| Preparation | 2019-10-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.46.226.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-31 | IPDt |
| IP Tm | 11:54:12 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E456F08100376778D19F9307399A058B84CE981 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0E456F08100376778D19F9307399A058B84CE981 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,054,465 | 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 | $20,298 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,645 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $121,404 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,551 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,536 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,536 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,702 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $250,940 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $247,732 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,140 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,289 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,689 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,600 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,349 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $186 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $116 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,717 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $292,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $292,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $350,217 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $198,438 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $183 | CashBOYAmt |
| Cash EOY | $6,184 | CashEOYAmt |
| Cash EOYFMV | $6,184 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $186,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $205,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $205,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,189,668 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $984,690 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $988,437 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,150,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,194,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,733,239 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $134,999 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $219,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $121,605 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,660,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,609,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,054,465 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,360,963 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,409,223 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$699,998 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$799,275 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,660,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,609,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,660,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,609,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,660,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,277 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48,260 | OtherIncreasesAmt |
| Subtotal | $4,609,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,609,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $104,352 | $104,352 | $104,352 |
| BUCKEYE PARTNERS LP | P | $2,184 | $2,184 | $2,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,536 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $258,670 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,082,450 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042527 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $300,240 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,711,645 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052566 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $292,118 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,831,572 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050092 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $197,320 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,080,780 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032450 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $256,486 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,791,932 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044283 | DistributionYr5Rt |
| Total Distribution | 0.221918 | TotalDistributionRt |
| Average Distribution | 0.044384 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,216,706 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $275,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,984 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $277,906 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $298,170 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,984 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,984 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,802 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,802 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,818 | OverpaymentAmt |
| Applied To ES Tax | $1,818 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LORING WOLCOTT COOLIDGE TRUST LL | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN C WALSKE | ||||||||
| 1251 LAGO VISTA DRIVE | BEVERLY HILLS | CA | 90210 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER M WALSKE | ||||||||
| 1251 LAGO VISTA DRIVE | BEVERLY HILLS | CA | 90210 | TRUSTEE | 1.00 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,849,582 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,311,377 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,311,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,671 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,216,706 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $310,835 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $310,835 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,984 | TotalTaxAmt |
| Distributable Before Adj | $308,851 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $308,851 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $308,851 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,170 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $298,170 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,984 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $296,186 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $308,851 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $292,157 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $292,157 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,013 | 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 | $302,838 | 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 | STEVE WALSKE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1251 LAGO VISTA DRIVE | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4156242228 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FINE ARTS MUSEUM OF SAN FRANCISCO | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL | $10,000 |
| HAMLIN SCHOOL | |||||||
| 2120 BROADWAY STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | CAPITAL CAMPAIGN AND ANNUAL FUND | $155,000 |
| NET IMPACT | |||||||
| 150 SPEAR ST STE 500 | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL | $10,000 |
| PRINCETON UNIVERSITY | |||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PC | ANNUAL FUND | $5,000 |
| BOSTON BALLET INC | |||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PC | GENERAL | $5,000 |
| THE BATTERY FOUNDATION | |||||||
| 717 BATTERY STREET | SAN FRANCISCO | CA | 94111 | NONE | PC | BATTERY POWERED | $20,000 |
| HARVARD-WESTLAKE SCHOOL | |||||||
| 700 NORTH FARING ROAD | LOS ANGELES | CA | 90077 | NONE | PC | ANNUAL FUND & GENERAL | $40,000 |
| THE UCLA FOUNDATION | |||||||
| 220 WESTWOOD PLAZA | LOS ANGELES | CA | 90095 | NONE | PC | GENERAL | $10,000 |
| UC SAN FRANCISCO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | NONE | PC | CAPITAL CAMPAIGN | $10,000 |
| THE WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS | |||||||
| 9390 N SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | NONE | PC | GENERAL | $25,000 |
| THE DAVID HOCKNEW FOUNDATION INC | |||||||
| 7512 SANTA MONICA BLVD | LOS ANGELES | CA | 90013 | NONE | PC | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $292,500 | 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 | $20,298 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,404 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,536 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ORDINARY BUSINESS INCOME & EXPENSES FROM PARTNERSHIP | 01 | $800 |
| 2017 FED EXCISE TAX REFUND | 01 | $1,902 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $250,940 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $250,940 | 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 | CategoryTxt |
| Amt | $7,140 | Amt |
| Net Investment Income | $7,140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS-COMPENSATION & HRS SPENT | IdentifierTxt |
| Form And Line Reference | 990PF PART VIII | 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. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9,000 HSBC HODINGS PLC 6.2 | $225,000 | $231,930 |
| 2,355 ABBOTT LABORATORIES | $63,976 | $170,337 |
| 800 AIR PRODUCTS & CHEMICALS INC | $66,378 | $128,040 |
| 1,350 AUTOMATIC DATA PROCESSING | $43,796 | $177,012 |
| 2,700 COCA COLA CO | $69,536 | $127,845 |
| 725 ECOLAB INC | $37,796 | $106,829 |
| 600 EXXON MOBILE CORP | $50,928 | $40,914 |
| 900 LILLY (ELI) & CO | $29,574 | $104,148 |
| 2,225 PAYCHEX INC | $60,056 | $144,959 |
| 1,500 STRYKER CORP | $100,393 | $235,125 |
| 3,125 SYSCO CORP | $80,601 | $195,813 |
| 1,025 UNITED TECHNOLOGIES | $74,276 | $109,142 |
| 1,462 NESTLE SA SPONS ADR | $65,004 | $118,349 |
| 2,666 PEMBINA PIPLINE CORP | $49,246 | $79,100 |
| 2,150 JARDINE MATHESON HOLDINGS LTD | $72,563 | $146,931 |
| 1,895 HEINEKEN HOLDINGS NV | $95,988 | $158,395 |
| 9,400 DAIRY FARM INTL HOLDINGS LTS | $68,614 | $85,352 |
| 600 OCCIDENTAL PETROLEUM CORP | $47,117 | $36,828 |
| 1,375 NOVARTIS AG ADR | $80,295 | $117,989 |
| 3,475 UNILEVER PLC SPONSORED ADR | $110,335 | $181,569 |
| 1,050 AMERICAN TOWER CORP | $101,095 | $166,099 |
| 450 EOG RESOURCES | $40,657 | $39,244 |
| 635 INTUIT | $50,208 | $125,000 |
| 1,375 JACK HENRY & ASSOCIATES INC | $100,465 | $173,965 |
| 1,865 MICROSOFT | $100,223 | $189,428 |
| 655 BRISTOL-MYERS SQUIBB CO | $50,287 | $34,047 |
| 1,600 WALT DISNEY PRODUCTIONS | $170,244 | $175,440 |
| 1,805 STARBUCKS CORP | $100,389 | $116,242 |
| 4,270 BID CORP LTD | $67,194 | $78,734 |
| 1,230 DANAHER CORP | $99,914 | $126,838 |
| 1,565 FORTIVE CORP | $100,084 | $105,888 |
| 915 NIKE INC | $50,060 | $67,838 |
| 580 WALGREENS BOOTS ALLIANCE INC | $49,909 | $39,631 |
| 700 WATSCO INC | $100,387 | $97,398 |
| 430 ANALOG DEVICES CORP | $40,161 | $36,907 |
| 645 BECTON DICKINSON | $150,585 | $145,331 |
| 330 CHEVRONTEXACO CORP | $39,960 | $35,901 |
| 415 HOME DEPOT INC | $70,575 | $71,305 |
| 780 HONEYWELL INTL INC COM | $108,949 | $103,054 |
| 44 RESIDEO TECHNOLOGIES INC | $1,168 | $904 |
| 200 3M COMPANY | $40,527 | $38,108 |
| 495 WEX INC | $70,354 | $69,330 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $984,690 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $988,437 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 950 BUCKEYE PARTNERS L P | AT COST | $50,921 | $27,540 |
| BRIDGES VENTURES US SUSTAINABLE GRWTH FD LP | AT COST | $168,286 | $94,065 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENT FEE | $116 | $116 | $0 |
| MASS PC ANNUAL FILING | $70 | $0 | $70 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ORDINARY BUSINESS INCOME & EXPENSES FROM PARTNERSHIP | $800 | $800 |
| 2017 FED EXCISE TAX REFUND | $1,902 | $1,902 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER INCREASES-BRIDGES VENTURES LP | $32,960 |
| OTHER INCREASES-BUCKEYE PARTNERS LP | $15,300 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LWC FIDUCIARY ADVISORS | $36,689 | $36,689 | $0 |
| LORING, WOLCOTT & COOLIDGE TRUST TAX PREP FEE | $5,600 | $0 | $5,600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX PAID FOR 2017 EXT | $2,735 | $0 | $0 |
| FOREIGN TAXES | $5,349 | $5,349 | $0 |
| MA 2017 UBIT TAX | $18 | $0 | $0 |
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