TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF (EIN 04-6061028)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2016-08-08
- IRS object ID
- 201602219349100715
- Schema version
- 2015v2.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-08T13:07:58-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | 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 | 2015-06-01 | 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 | 2016-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY-JEAN MOUGHAN | PreparerPersonNm |
| PTIN | P00133963 | PTIN |
| Phone | 6175236531 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,344,768 | 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 | $104 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $172,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $270,891 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $172,438 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $228,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,879 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,964 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,189 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,775 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,059 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,059 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,942 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,942 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,009 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,236 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,845 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $844 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $844 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,353 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,235 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,103 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,313 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $192,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $241,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,103 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,813 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,776 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $603 | CashBOYAmt |
| Cash EOY | $693 | CashEOYAmt |
| Cash EOYFMV | $693 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $90,565 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $90,477 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,336,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,344,252 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,199,598 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $91,323 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,501,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,489,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,344,768 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,554,641 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,554,641 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$52,708 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$65,131 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,501,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,489,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,501,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,489,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,501,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,489,510 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,489,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | $6,001 | $5,777 | $224 | $224 |
| PUBLIC TRADED SECURITIES | P | $264,890 | $92,676 | $172,214 | $172,214 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $172,438 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $197,144 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,294,181 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045910 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $169,158 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,984,312 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042456 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $157,457 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,457,616 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045539 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $153,133 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,177,634 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048191 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $146,351 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,168,013 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046196 | DistributionYr5Rt |
| Total Distribution | 0.228292 | TotalDistributionRt |
| Average Distribution | 0.045658 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,261,508 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $194,572 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,058 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $196,630 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $211,813 | 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 | $2,058 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,058 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,880 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,822 | OverpaymentAmt |
| Applied To ES Tax | $2,822 | 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 | 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 |
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 | $5,984 | $0 | $0 | |
| CHARLES K CUMMINGS III | |||||||||
| 1625 WEST SOUTH STREET | KALAMAZOO | MI | 49006 | TRUSTEE | 1.00 | $5,990 | $0 | $0 | |
| PAUL PARRAVANO | |||||||||
| MIT GOVT RELATIONS RM 11-245 77 | CAMBRIDGE | MA | 02139 | TRUSTEE | 1.00 | $5,990 | $0 | $0 | MASS AVE |
| 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 | $4,274,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,326,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,326,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,261,508 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,075 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,075 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,058 | TotalTaxAmt |
| Distributable Before Adj | $211,017 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $211,017 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $211,017 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,813 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $211,813 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,058 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $209,755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $211,017 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $192,409 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,813 | QualifyingDistributionsAmt |
| Applied To Year1 | $192,409 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,404 | 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 | $191,613 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCION EAST | |||||||
| 10 FAWCETT STREET SUITE 204 | CAMBRIDGE | MA | 02138 | NONE | PC | 2016 GREATER BOSTON JOB INITIATIVE | $5,000 |
| ARSENAL CENTER FOR THE ARTS | |||||||
| 321 ARSENAL STREET | WATERTOWN | MA | 02472 | NONE | PC | ART REACH | $2,000 |
| BLESSED STEPHEN BELLESINI OSA ACADEMYINC | |||||||
| PO BOX 1021 | LAWRENCE | MA | 01842 | NONE | PC | AFTER SCHOOL AND EVENING STUDY PROGRAM | $10,000 |
| BOSTON DEBATE LEAGUE | |||||||
| 225 FRIEND ST SUITE 401 | BOSTON | MA | 02114 | NONE | PC | AFTER SCHOOL DEBATE LEAGUE | $2,000 |
| BREAKTHROUGH GREATER BOSTON | |||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | NONE | PC | GENERAL | $14,000 |
| BRIDGE FUND OF MASSACHUSETTS INC | |||||||
| 233 NEEDHAM STREET | NEWTON | MA | 02464 | NONE | PC | HOMELESSNESS PREVENTION LOAN AND GRANT PROGRAM | $3,000 |
| BUILDING BLOCKS OF KALAMAZOO | |||||||
| 1219 SPARK STREET | KALAMAZOO | MI | 49001 | NONE | PC | BUILDING BLOCKS 2016 PROJECTS | $8,000 |
| BUSINESS UNITED IN INVESTING LENDING AND DEVELOPMENT | |||||||
| 6 BEACON STREET SUITE 415 | BOSTON | MA | 02108 | NONE | PC | YOUTH ENTREPRENEURSHIP | $3,000 |
| CAMBRIDGE COMMUNITY CENTER INC | |||||||
| 5 CALLENDER STREET | CAMBRIDGE | MA | 02139 | NONE | PC | OUT OF SCHOOL TIME PROGRAMS | $4,000 |
| CAREER COLLABORATIVE INC | |||||||
| 77 SUMMER STREET 11 FL | BOSTON | MA | 02110 | NONE | PC | TEACHING MOTIVATED ADULTS HOW TO GET AND KEEP GOOD JOBS | $5,000 |
| CITY ON A HILL CHARTER PUBLIC SCHOOL DUDLEY SQUARE | |||||||
| 2181 WASHINGTON STREET | ROXBURY | MA | 02119 | NONE | PC | CITY ON A HILL DUDLEY SQUARE TUTORIAL | $5,000 |
| COMMUNITY ART CENTER INC | |||||||
| 119 WINDSOR STREET | CAMBRIDGE | MA | 02139 | NONE | PC | TEEN MEDIA PROGRAM | $4,000 |
| COMMUNITY CHARTER SCHOOL OF CAMBRIDGE | |||||||
| 245 BENT STREET | CAMBRIDGE | MA | 02141 | NONE | PC | SUMMER COLLEGE ESSAY WRITING PROGRAM | $12,000 |
| LA VIDA INC | |||||||
| 120 MUNROE STREET | LYNN | MA | 10901 | NONE | PC | CLOSING THE ADMISSION GAP IN LYNN,MA | $3,000 |
| FOOD FOR THE WORLD INC | |||||||
| 516 ESSEX STREET | LAWRENCE | MA | 01841 | NONE | PC | FEEDING THE HUNGRY | $4,000 |
| LEAP SELF-DEFENSEINC | |||||||
| 197A CENTRE STREET | DORCHESTER | MA | 02124 | NONE | PC | TEEN MENTOR PROGRAM | $3,000 |
| JFY NETWORKS | |||||||
| 44 SCHOOL STREET SUITE 1010 | BOSTON | MA | 02108 | NONE | PC | COLLEGE AND CAREER READINESS | $8,000 |
| JUST A START CORPORATION | |||||||
| 1035 CAMBRIDGE STREET SUITE 12 | CAMBRIDGE | MA | 02141 | NONE | PC | EDUCATION, TRAINING AND SUPPORT PROGRAMS | $15,000 |
| MARGARET FULLER NEIGHBORHOOD HOUSEINC | |||||||
| 71 CHERRY STREET | CAMBRIDGE | MA | 02139 | NONE | PC | COMMUNITY TECHNOLOGY EMPOWERMENT PROJECT | $8,000 |
| MIT SEED ACADEMY | |||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | NONE | PC | OEOP SEED ACADEMY | $5,000 |
| MUJERES UNIDAS AVANZANDO | |||||||
| 54 CLAYTON STREET | DORCHESTER | MA | 02122 | NONE | PC | LETS GET TO WORK! | $8,000 |
| NATIONAL BRAILLE PRESS INC | |||||||
| 88 SAINT STEPHEN STREET | BOSTON | MA | 02115 | NONE | PC | HANDS ON BOOKS FOR BLIND CHILDREN | $7,500 |
| NEW SCHOOL OF MUSIC INC | |||||||
| 25 LOWELL STREET | CAMBRIDGE | MA | 02138 | NONE | PC | CULTURAL COLLAGE/COMMUNITY MUSIC OUTREACH PROGRAM | $3,000 |
| PHOENIX CHARTER ACADEMY FOUNDATION | |||||||
| 60 CANAL STREET 4TH FLOOR | BOSTON | MA | 02114 | NONE | PC | AMERICORPS FELLOWSHIP MENTORING PROGRAM | $11,000 |
| PROSPECT HILL ACADEMY CHARTER SCHOOL | |||||||
| 50 ESSEX STREET | CAMBRIDGE | MA | 02139 | NONE | PC | PROSPECT FELLOWS PROGRAM | $10,000 |
| ROCA INC | |||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | NONE | PC | YOUNG MOTHERS WORKFORCE DEVELOPMENT PROGRAM | $5,000 |
| UNITED TEEN EQUALITY CENTER | |||||||
| 15 WARREN ST 3 | LOWELL | MA | 01852 | NONE | PC | WORKFORCE TRAINING FOR PROVEN-RISK YOUTH | $5,000 |
| ENGLISH FOR NEW BOSTONIANS | |||||||
| 105 CHAUNCY STREET 7TH FL | BOSTON | MA | 02111 | NONE | PC | ESOL FOR PARENTS AND CAREGIVERS | $3,000 |
| TUTORING PLUS OF CAMBRIDGE INC | |||||||
| 225 WINDSOR STREET | CAMBRIDGE | MA | 02139 | NONE | PC | ENRICHMENT PROGRAM ENGAGEMENT | $12,000 |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND | |||||||
| ONE MILK STREET | BOSTON | MA | 02109 | NONE | PC | REFUGEE EMPLOYMENT SERVICES IN BOSTON | $2,000 |
| LAWRENCE FAMILY DEVELOPMENT AND EDUCATION FUND INC | |||||||
| 34 WEST STREET | LAWRENCE | MA | 01841 | NONE | PC | ENGLISH AS A SECOND LANGUAGE AND CITIZENSHIP AT THE QUINTANA CENTER | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,500 | 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 | $104 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,342 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $172,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,884 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,884 | 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 | $2,942 | Amt |
| Net Investment Income | $2,942 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 8,448.545 VANGUARD SHORT-TERM INVESTMENT GRADE ADM | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,830 COLGATE PALMOLIVE CO | $12,101 | $128,850 |
| 2,400 DANAHER CORP SHS BEN INT | $104,650 | $236,064 |
| 110 GOOGLE INC CL-A | $0 | $0 |
| 110 GOOGLE INC CL-C | $0 | $0 |
| 1,390 QUALCOMM INC | $0 | $0 |
| 1,200 STRYKER CORP | $3,844 | $133,392 |
| 1,450 UNITED TECHNOLOGIES | $111,110 | $145,841 |
| 1,267 NESTLE SA SPONS ADR FOR REG | $37,154 | $93,540 |
| 1,045 RECKITT BENCKISER GROUP PLC | $44,690 | $104,568 |
| 1,975 HEINEKEN HOLDING NV | $84,940 | $162,130 |
| 1,845 FISERV INC | $46,887 | $194,334 |
| 1,000 PRAXAIR INC | $90,133 | $109,860 |
| 2,500 JARDINE MATHESON HOLDINGS LTD | $73,900 | $142,500 |
| 2,765 MASTERCARD INC | $63,539 | $265,164 |
| 3,200 TJX COMPANIES INC | $82,571 | $243,584 |
| 3,675 DAIRY FARM INTL HOLDINGS LTS | $30,300 | $24,402 |
| 2,200 COGNIZANT TECHNOLOGY SOLUTIONS CL A | $69,518 | $135,168 |
| 1,525 EOG RESOURCES | $77,633 | $124,074 |
| 1,475 INTUIT | $73,717 | $157,324 |
| 2,000 VISA INC | $47,361 | $157,880 |
| 2,000 CANADIAN NATIONAL RAILWAY | $74,768 | $118,580 |
| 1,605 NOVO-NORDISK A/S ADR | $35,620 | $89,944 |
| 1,150 UNILEVER PLC SPONSORED ADR | $39,237 | $52,394 |
| 1,305 CHURCH & DWIGHT CO | $66,179 | $128,516 |
| 1,775 SABMILLER PLC | $0 | $0 |
| 645 BERKSHIRE HATHAWAY INC B | $80,357 | $90,648 |
| 1,330 CELGENE CORPORATION | $99,777 | $140,342 |
| 1,265 DISCOVERY COMMUNICATIONS-A | $53,046 | $35,230 |
| 1,265 DISCOVERY COMMUNICATIONS-C | $52,135 | $33,864 |
| 895 WEX INC | $81,789 | $82,573 |
| 21,440 UNIVERSAL ROBINA CORP | $70,662 | $89,401 |
| 1,365 AMERICAN TOWER CORP | $131,697 | $144,390 |
| 875 ECOLAB INC | $100,622 | $102,585 |
| 695 GILEAD SCIENCES | $70,283 | $60,507 |
| 2,065 STARBUCKS CORP | $84,838 | $113,348 |
| 2,140 TRIMBLE NAVIGATION LTD | $0 | $0 |
| 110 ALPHABET INC CLASS C | $23,638 | $80,929 |
| 110 ALPHABET INC CLASS A | $23,706 | $82,374 |
| 275 FACTSET RESEARCH SYSTERMS INC | $40,736 | $43,744 |
| 550 TRACTOR SUPPLY CO | $50,520 | $52,855 |
| ARM HOLDINGS PLC | $110,594 | $98,699 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $90,565 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $90,477 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NIXON PEABODY - LEGAL FEES | CategoryTxt |
| Legal Fees | $2,059 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,059 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE FOR PROBATE COURT 58TH | $1,200 | $0 | $1,200 |
| COMM OF MA FORM PC ANNUAL REPORT FILING FEE | $35 | $0 | $35 |
| AGENT FEE | $118 | $118 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LWC FIDUCIARY ADVISORS | $13,009 | $13,009 | $0 |
| LORING WOLCOTT & COOLIDGE TRUST LLC - TAX PREP FEES | $1,400 | $0 | $1,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX DUE 5/31/15 | $1,511 | $0 | $0 |
| FOREIGN TAX | $2,845 | $2,845 | $0 |
| ESTIMATED FEDERAL EXCISE TAX 5/31/2016 | $4,880 | $0 | $0 |
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