BETA

EDMUND AND MARY COMEY CHARITABLE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
EDMUND AND MARY COMEY CHARITABLE FOUNDATION (EIN 20-3121701)
Tax period
2016-08-01 to 2017-07-31
Filed
2018-05-22
IRS object ID
201821429349100407
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-22T11:48:35-05:00ReturnTs
Tax Period End2017-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273396508PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LORING WOLCOTT & COOLIDGE TRUST LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 CONGRESS STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021102437ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203121701EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDMUND AND MARY COMEY CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION DTD 4/26/1990BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEDMUBusinessNameControlTxt
Phone6175236531PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1LWC 230 CONGRESS STREET 12FLAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER B LORINGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175236531PhoneNum
Signature2018-05-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJO-ANN CAPOBIANCOPreparerPersonNm
PTINP00133747PTIN
Phone6175236531PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,195,727FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$30,077DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,084DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$59,732NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$385,601GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$59,732CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$89,809TotalRevAndExpnssAmt
Total Net Invst Incm$89,816TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,842CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,590CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$3,252CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,446AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,446AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,851OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,851OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,400TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,172TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$40OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,614TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,099TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,287TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,379ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,379ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$115,993TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,099TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$96,666TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$26,184ExcessRevenueOverExpensesAmt
Net Investment Income$71,717NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$419CashBOYAmt
Cash EOY$1,375CashEOYAmt
Cash EOYFMV$1,375CashEOYFMVAmt
Sav And Temp Cash Invst BOY$23,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,000SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,210,680CorporateStockBOYAmt
Corporate Stock EOY$1,153,540CorporateStockEOYAmt
Corporate Stock EOYFMV$2,141,352CorporateStockEOYFMVAmt
Total Assets BOY$1,234,099TotalAssetsBOYAmt
Total Assets EOY$1,207,915TotalAssetsEOYAmt
Total Assets EOYFMV$2,195,727TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,372,164CapitalStockBOYAmt
Capital Stock EOY$1,372,164CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$138,065RetainedEarningBOYAmt
Retained Earning EOY-$164,249RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,234,099TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,207,915TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,234,099TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,207,915TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,234,099TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$26,184ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,207,915SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,207,915TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$385,601GrossSalesPriceAmt
Cost Or Other Basis$325,869CostOrOtherBasisAmt
Gain Or Loss$59,732GainOrLossAmt
Gains Minus Excess Or Losses$59,732GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$59,732CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$101,241AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,974,890NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051264DistributionYr1Rt
Adjusted Qlfy Distri Yr2$96,994AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,068,972NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046880DistributionYr2Rt
Adjusted Qlfy Distri Yr3$87,766AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,993,007NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.044037DistributionYr3Rt
Adjusted Qlfy Distri Yr4$77,340AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,758,963NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043969DistributionYr4Rt
Adjusted Qlfy Distri Yr5$75,202AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,543,274NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048729DistributionYr5Rt
Total Distribution0.234879TotalDistributionRt
Average Distribution0.046976AverageDistributionRt
Net Vl Noncharitable Assets$2,081,196NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$97,766AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$717NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$98,483AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$96,666QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,434InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,434SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,434TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,120EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,700AppliedToEsTaxAmt
Total Payments And Credits$2,820TotalPaymentsAndCreditsAmt
Overpayment$1,386OverpaymentAmt
Applied To ES Tax$1,386AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLORING WOLCOTT COOLIDGE TRUST LLCIndividualWithBooksNm
Phone6175236531PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1230 CONGRESS STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER B LORING
230 CONGRESS STREETBOSTONMA02110TRUSTEE1.00$5,421$0$0
GILBERT M RODDY JR
230 CONGRESS STREETBOSTONMA02110TRUSTEE1.00$5,421$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,040,946AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$71,943AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,112,889TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,112,889AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,693CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,081,196NetVlNoncharitableAssetsAmt
Minimum Investment Return$104,060MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$104,060MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,434TaxBasedOnInvestmentIncomeAmt
Total Tax$1,434TotalTaxAmt
Distributable Before Adj$102,626DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$102,626DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$102,626DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$96,666ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$96,666QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$96,666AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$102,626DistributableAsAdjustedAmt
Undistributed Income PY$93,378UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$96,666QualifyingDistributionsAmt
Applied To Year1$93,378AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,288AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$99,338UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL RESCUE LEAGUE OF BOSTON
10 CHANDLER STREETBOSTONMA02116NONEPUBLIC CHARITYGENERAL$11,672
CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON
51 SLEEPER STREETBOSTONMA02110NONEPUBLIC CHARITYGENERAL$23,345
LITTLE SISTERS OF THE POOR
186 HIGHLAND AVENUESOMERVILLEMA02143NONEPUBLIC CHARITYGENERAL$23,345
MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
350 SOUTH HUNTINGTON AVEBOSTONMA02130NONEPUBLIC CHARITYGENERAL$11,672
PINE STREET INN
444 HARRISON AVENUEBOSTONMA02118NONEPUBLIC CHARITYGENERAL$23,345
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,379TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,077ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$59,732ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$89,809ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,809TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLORING WOLCOTT & COOLIDGE TRUST LLC - ACCOUNTING FEESCategoryTxt
Amt$1,446Amt
Net Investment Income$1,446NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line Reference990-PF, PART VIII, LINE 1FormAndLineReferenceDesc
Medium Explanation990-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 (33 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1500 SHS ABBOTT LABORATORIES$47,623$73,770
50 SHS ALPHABET INC CLASS A$29,392$47,275
800 SHS AMERICAN TOWER CORP$79,730$109,064
800 SHS AUTOMATIC DATA PROCESSING$28,378$95,128
1400 SHS BID CORP LTD$20,635$33,567
1200 SHS CANADIAN NATIONAL RAILWAY$31,397$94,824
585 SHS CELGENE CORPORATION$66,389$79,215
985 SHS COGNIZANT TECHNOLOGY SOLUTIONS$40,926$68,280
800 SHS COLGATE PALMOLIVE CO$30,355$57,760
810 SHS CVS HEALTH CORP$69,615$64,743
1000 SHS DANAHER CORP SHS INT$31,600$81,490
245 SHS ECOLAB INC$25,246$32,259
900 SHS EOG RESOURCES$37,103$85,626
400 SHS EXXON MOBIL CORP$25,887$32,016
120 SHS FACEBOOK INC$15,454$20,310
700 SHS FISERV INC$16,363$89,950
600 SHS FORTIVE CORP$15,294$38,844
1000 SHS HEINEKEN HOLDING NV$49,130$97,868
650 SHS INTUIT$38,837$89,187
1200 SHS JARDINE MATHESON HOLDINGS$41,734$76,572
860 SHS MASTERCARD INC$21,686$109,908
600 SHS NESTLE SA SPONS$19,800$50,806
1000 SHS NOVO-NORDISK A/S ADR$23,590$42,400
1000 SHS NOVOZYMES A/S B$29,919$46,008
590 SHS OCCIDENTAL PETROLEUM CORP$40,192$36,539
300 SHS PAYCOM SOFTWARE$15,061$21,027
1,000 SHS ROSS STORES INC$13,191$55,320
975 SHS STARBUCKS CORP$50,168$52,631
650 SHS STRYKER CORP$30,703$95,615
1,000 SHS TJX COMPANIES$25,581$70,310
525 SHS UNITED TECHNOLOGIES$32,198$62,249
300 SHS WALT DISNEY PRODUCTIONS$30,329$32,979
900 SHS WEX INC$80,034$97,812

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MASS ANNUAL REPORT FORM PC FILING FEE$35$0$35
AGENT FEES$40$40$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLWC FIDUCIARY ADVISOR FEESCategoryTxt
Amt$7,851Amt
Net Investment Income$7,851NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX FYE 7/31/17 ESTIMATE$1,120$0$0
FEDERAL EXCISE TAX FYE 7/31/16 BALANCE DUE$108$0$0
FOREIGN TAXES PAID$1,172$1,172$0

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