EDMUND AND MARY COMEY CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- EDMUND AND MARY COMEY CHARITABLE FOUNDATION (EIN 20-3121701)
- Tax period
- 2017-08-01 to 2018-07-31
- Filed
- 2019-05-31
- IRS object ID
- 201901519349100400
- Schema version
- 2017v2.3
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-31T07:26:29-05:00 | ReturnTs |
| Tax Period End | 2018-07-31 | 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 | 2017-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203121701 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMUND AND MARY COMEY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION DTD 4/26/1990 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDMU | 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 | PETER B LORING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175236531 | PhoneNum |
| Signature | 2019-05-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JO-ANN CAPOBIANCO | PreparerPersonNm |
| PTIN | P00133747 | PTIN |
| Phone | 6175236531 | PhoneNum |
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 | 2019-05-27 | IPDt |
| IP Tm | 09:56:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9AE473051FC9A3E1A3411538B85886668C4760C0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9AE473051FC9A3E1A3411538B85886668C4760C0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,521,571 | 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 |
| Dividends Rev And Expnss | $32,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,152 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,186 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $316,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,186 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,386 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $120,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,338 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,744 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,220 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,524 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,604 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,604 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,604 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,504 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,730 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,590 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,659 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,339 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,078 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,398 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,375 | CashBOYAmt |
| Cash EOY | $929 | CashEOYAmt |
| Cash EOYFMV | $929 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,153,540 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,145,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,466,642 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,207,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,200,512 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,521,571 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,372,164 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,372,164 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$164,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$171,652 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,207,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,200,512 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,207,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,200,512 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,207,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,200,512 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,200,512 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $316,840 | GrossSalesPriceAmt |
| Cost Or Other Basis | $229,654 | CostOrOtherBasisAmt |
| Gain Or Loss | $87,186 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $87,186 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,186 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,666 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,081,196 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046447 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $101,241 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,974,890 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051264 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $96,994 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,068,972 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046880 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,766 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,993,007 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044037 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $77,340 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,758,963 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043969 | DistributionYr5Rt |
| Total Distribution | 0.232597 | TotalDistributionRt |
| Average Distribution | 0.046519 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,356,739 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,633 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $994 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,627 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $104,998 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,988 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,988 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,988 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,440 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,452 | OverpaymentAmt |
| Applied To ES Tax | $2,452 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LORING WOLCOTT 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| PETER B LORING | ||||||||
| 230 CONGRESS STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $5,872 | $0 | $0 |
| GILBERT M RODDY JR | ||||||||
| 230 CONGRESS STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $5,872 | $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 | $2,344,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,392,628 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,392,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,356,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,988 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,988 | TotalTaxAmt |
| Distributable Before Adj | $115,849 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,849 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,849 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $104,998 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $104,998 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,849 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $99,338 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $99,338 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,660 | 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 | $110,189 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL | $12,417 |
| CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL | $24,835 |
| LITTLE SISTERS OF THE POOR | |||||||
| 186 HIGHLAND AVENUE | SOMERVILLE | MA | 02143 | NONE | PUBLIC CHARITY | GENERAL | $24,835 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 350 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL | $12,417 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL | $24,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,339 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,186 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX O/P 2017 | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,386 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $120,675 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,675 | 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 | $1,604 | Amt |
| Net Investment Income | $1,604 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 990-PF, PART VIII, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | 990-PF STATEMENT PART VIII - INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS AND THEIR COMPENSATION AND HOURS SPENT PER WEEK.HOURS SPENT:THE TIME SPENT BY THE OFFICERS MANAGING THE AFFAIRS OF THE FOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR 990-PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PER WEEK HAS BEEN INDICATED. THE OFFICERS EMPLOY ACCOUNTING, SUPPORT AND TAX COMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAID RELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS AN ESTIMATE OF THE TIME SPENT BY THE NAMED OFFICERS AS WELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR. THE TRUSTEES FEES NOTED ALSO INCLUDE AN INVESTMENT ADVISORY COMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENT ASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ON FAIR MARKET VALUE. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1500 SHS ABBOTT LABORATORIES | $47,623 | $98,310 |
| 50 SHS ALPHABET INC CLASS A | $29,392 | $61,361 |
| 800 SHS AMERICAN TOWER CORP | $79,730 | $118,592 |
| 500 ANALOG DEVICES CORP | $44,301 | $48,070 |
| 660 SHS AUTOMATIC DATA PROCESSING | $23,175 | $89,093 |
| 225 BECTON DICKINSON | $50,662 | $56,333 |
| 1,835 SHS BID CORP LTD | $30,161 | $36,917 |
| 1,100 SHS CANADIAN NATIONAL RAILWAY | $28,663 | $98,065 |
| 585 SHS CELGENE CORPORATION | $66,389 | $52,703 |
| 985 SHS COGNIZANT TECHNOLOGY SOLUTIONS | $40,926 | $80,278 |
| 475 SHS COLGATE PALMOLIVE CO | $18,023 | $31,830 |
| 1,000 SHS DANAHER CORP SHS INT | $31,600 | $102,580 |
| 245 SHS ECOLAB INC | $25,247 | $34,472 |
| 900 SHS EOG RESOURCES | $37,104 | $116,046 |
| 175 SHS FACEBOOK INC | $25,574 | $30,202 |
| 1,400 SHS FISERV INC | $16,363 | $105,672 |
| 600 SHS FORTIVE CORP | $15,294 | $49,248 |
| 1,000 SHS HEINEKEN HOLDING NV | $49,130 | $96,705 |
| 250 HOME DEPOT INC | $39,887 | $49,380 |
| 600 SHS INTUIT | $35,850 | $122,544 |
| 1,200 SHS JARDINE MATHESON HOLDINGS | $41,734 | $81,000 |
| 860 SHS MASTERCARD INC | $21,686 | $170,280 |
| 600 SHS NESTLE SA SPONS | $19,800 | $48,909 |
| 1,000 SHS NOVOZYMES A/S B | $29,919 | $52,692 |
| 1,000 OCCIDENTAL PETROLEUM CORP | $74,611 | $83,930 |
| 400 SHS PAYCOM SOFTWARE | $26,039 | $42,500 |
| 1,000 SHS ROSS STORES INC | $13,191 | $87,430 |
| 650 SHS STRYKER CORP | $30,703 | $106,113 |
| 1,000 SHS TJX COMPANIES | $25,581 | $97,260 |
| 500 SHS WALT DISNEY PRODUCTIONS | $52,130 | $56,780 |
| 850 SHS WEX INC | $75,095 | $161,347 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASS ANNUAL REPORT FORM PC FILING FEE | $35 | $0 | $35 |
| AGENT FEES | $22 | $22 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX O/P 2017 | Desc |
| Revenue And Expenses Per Books | $1,386 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,386 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LWC FIDUCIARY ADVISOR FEES | $8,504 | $8,504 | $0 |
| LWC TAX PREPARATION FEES FOR 2016 AND 2017 | $2,100 | $0 | $2,100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX OVERPAYMENT APPLIED TO FYE 7/31/18 | $1,386 | $0 | $0 |
| FEDERAL EXCISE TAX FYE 7/31/18 ESTIMATE | $54 | $0 | $0 |
| FEDERAL EXCISE TAX FYE 7/31/17 BALANCE DUE | $1,700 | $0 | $0 |
| FOREIGN TAXES PAID | $1,590 | $1,590 | $0 |
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