WALSKE CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WALSKE CHARITABLE FOUNDATION (EIN 04-6818329)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201503139349100245
- Schema version
- 2014v5.0
- 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
- 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 | 2015-11-09T15:04:42-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-10-30 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,080,067 | 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 | $1,545 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,545 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,551 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,551 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$64,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $402,166 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,636 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $61,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,096 | 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 | $6,447 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,447 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $39,431 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,181 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,313 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,713 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,211 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,119 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $197,320 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$189,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $169 | CashBOYAmt |
| Cash EOY | $359 | CashEOYAmt |
| Cash EOYFMV | $359 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,125,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,028,671 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,997,941 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,998,575 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,958,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,844,303 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,901,843 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $33,974 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,290 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,146,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,977,429 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,080,067 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,277,844 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,297,979 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$131,518 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$320,550 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,146,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,977,429 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,146,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,977,429 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,146,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$189,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,135 | OtherIncreasesAmt |
| Subtotal | $4,977,429 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,977,429 | 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 |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES | P | $402,166 | $464,690 | -$62,524 | -$62,524 |
| BUCKEYE PARTNERS LP 1231 LOSS | P | $1,838 | -$1,838 | -$1,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$64,362 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $256,486 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,791,932 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044283 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $219,820 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,528,430 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039762 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $249,795 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,478,509 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045595 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $164,270 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,305,206 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030964 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $211,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,699,659 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045003 | DistributionYr5Rt |
| Total Distribution | 0.205607 | TotalDistributionRt |
| Average Distribution | 0.041121 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,080,780 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $250,048 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $726 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $250,774 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $197,320 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $547 | OverpaymentAmt |
| Applied To ES Tax | $547 | 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 |
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 | ||||||||
| 223 SPRUCE STREET | SAN FRANCISCO | CA | 94118 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER M WALSKE | ||||||||
| 223 SPRUCE STREET | SAN FRANCISCO | CA | 94118 | 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 | $5,938,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,927 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,173,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,173,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,080,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $304,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $304,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,453 | TotalTaxAmt |
| Distributable Before Adj | $302,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $302,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $302,586 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $197,320 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $197,320 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $197,320 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $302,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $167,494 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $197,320 | QualifyingDistributionsAmt |
| Applied To Year1 | $167,494 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,826 | 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 | $272,760 | 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 | 223 SPRUCE STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94118 | 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 |
|---|---|---|---|---|---|---|---|
| HAMLIN SCHOOL | |||||||
| 2120 BROADWAY STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | ANNUAL FUND | $15,000 |
| 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 | GENERAL | $5,000 |
| ROOM TO READ | |||||||
| 111 SUTTER ST 16TH FLR | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL | $10,500 |
| SAN FRANCISCO BALLET ASSOCIATION | |||||||
| 455 FRANKLIN ST | SAN FRANCISCO | CA | 94102 | NONE | PC | OPENING NIGHT GALA 2015 | $60,000 |
| UC BERKELEY | |||||||
| 2220 PIEDMONT AVENUE | BERKELEY | CA | 94720 | NONE | PC | GLOBAL SOCIAL VENTURE COMPETITION, PRIYA HAJI EVENT, PRIYA HAJI MEMORIAL FUND | $16,000 |
| UNIV OF CA SAN FRANCISCO SCHOOL OF MEDICINE | |||||||
| BOX 0248 | SAN FRANCISCO | CA | 941430248 | NONE | PC | UCSF MEDICAL CENTER AT MISSION BAY | $50,000 |
| NORTHSTAR TEAM FOUNDATION | |||||||
| 11260 DONNER PASS ROAD C1 103 | TRUCKEE | CA | 96161 | NONE | PC | GENERAL | $5,000 |
| UNIVERSITY OF SAN FRANCISCO | |||||||
| 2130 FULTON STREET | SAN FRANCISCO | CA | 94117 | NONE | PC | SCHOOL OF MANAGEMENT AT USF | $2,500 |
| FAIR TRADE USA | |||||||
| 1500 BROADWAY SUITE 400 | OAKLAND | CA | 94612 | NONE | PC | FAIR TRADE SKOLL CHALLENGE | $10,000 |
| FINE ARTS MUSEUM OF SAN FRANCISCO | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | PC | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,000 | 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 | $1,545 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,551 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$64,362 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| 2013 FED EXCISE TAX REFUND | 01 | $2,136 |
| ORDINARY BUSINESS LOSS FROM PARTNERSHIP | 01 | -$500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,370 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,370 | 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 | $6,447 | Amt |
| Net Investment Income | $6,447 | 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 (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9,000 HSBC HODINGS PLC 6.2 | $225,000 | $231,300 |
| 2,450 AT&T INC | $60,170 | $82,295 |
| 1,775 ABBOTT LABORATORIES | $38,497 | $79,910 |
| 800 AIR PRODUCTS & CHEMICALS INC | $72,291 | $115,384 |
| 1,625 AUTOMATIC DATA PROCESSING | $53,004 | $135,476 |
| 2,700 COCA COLA CO | $69,536 | $113,994 |
| 1550 COLGATE PALMOLIVE CO | $49,661 | $107,244 |
| 725 ECOLAB INC | $37,795 | $75,777 |
| 1,775 EMERSON ELECTRIC CO | $91,254 | $109,571 |
| 600 EXXON MOBILE CORP | $50,928 | $55,470 |
| 900 LILLY (ELI) & CO | $29,574 | $62,091 |
| 1,925 LINEAR TECHNOLOGY | $50,192 | $87,780 |
| 800 MCDONALDS CORP | $0 | $0 |
| 2,225 PAYCHEX INC | $60,056 | $102,728 |
| 1,500 STRYKER CORP | $100,393 | $141,495 |
| 3,125 SYSCO CORP | $80,601 | $124,031 |
| 1,025 UNITED TECHNOLOGIES | $74,276 | $117,875 |
| 3,050 ABB LTD | $0 | $0 |
| 1,100 ENERPLUS CORP | $0 | $0 |
| 1,462 NESTLE SA SPONS ADR | $65,004 | $107,334 |
| 2,025 PENN WEST PETROLEUM LTD | $0 | $0 |
| 2,666 PEMBINA PIPLINE CORP | $49,246 | $97,069 |
| 2,150 JARDINE MATHESON HOLDINGS LTD | $72,563 | $131,043 |
| 1,750 RECKITT BENCKISER GROUP | $88,531 | $142,165 |
| 2,675 STANDARD CHARTERED PLC | $0 | $0 |
| 2,275 HEINEKEN HOLDINGS NV | $115,976 | $142,957 |
| 2,200 CSL LIMITED | $70,809 | $156,056 |
| 8,250 AMBEV(COMPANHIA DE BEBIDAS)ADR | $40,987 | $51,315 |
| 9,400 DAIRY FARM INTL HOLDINGS LTS | $68,614 | $84,600 |
| 7,575 COCA COLA AMATIL | $92,083 | $57,775 |
| 2,150 WOOLWORTHS LIMITED | $47,454 | $53,980 |
| 600 OCCIDENTAL PETROLEUM CORP | $47,195 | $48,366 |
| 1,950 ENCANA CORP | $0 | $0 |
| 1,375 NOVARTIS AG ADR | $80,295 | $127,408 |
| 2,675 TELEFONICA S A ADR | $59,867 | $38,012 |
| 3,475 UNILEVER PLC SPONSORED ADR | $110,335 | $140,668 |
| 804 VODAFONE GROUP | $40,358 | $27,473 |
| 2,950 BIDVEST GROUP LTD | $69,755 | $77,489 |
| 2,275 HEALTHCARE SERVICES GROUP INC | $50,381 | $70,366 |
| 4,050 INTEL CORP | $0 | $0 |
| 2,300 ROCHE HOLDINGS LTD SPONS ADR | $49,830 | $78,092 |
| 2,240 MEREDITH CORP | $99,929 | $121,677 |
| 1,400 SABMILLER PLC | $70,083 | $73,369 |
| 370 AMERICAN TOWER CORP | $35,607 | $36,574 |
| 541 CDK GLOBAL INC | $7,520 | $22,051 |
| 240 CALIFORNIA RESOURCE CORP | $1,705 | $1,322 |
| 600 CONOCOPHILLIPS INC | $50,418 | $41,436 |
| 450 EOG RESOURCES | $40,657 | $41,431 |
| 635 INTUIT | $50,208 | $58,541 |
| 1,410 JOHNSON CONTROLS INC | $70,192 | $68,159 |
| 387 VERIZON COMMUNICATIONS | $18,079 | $18,104 |
| 875 ARM JOLDINGS PLC SPONS ADR | $35,153 | $40,513 |
| 1,750 INDIVIOR PLC | $2,241 | $4,077 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,997,941 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,998,575 | 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 | $27,413 | $71,877 |
| BRIDGES VENTURES US SUSTAINABLE GRWTH FD LP | AT COST | $14,413 | $14,413 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AGENT FEE | $282 | $282 | $0 |
| MASS PC ANNUAL FILING | $70 | $0 | $70 |
| BUCKEYE PARTNERS LP NON DEDUCTIBLE | $22 | $0 | $0 |
| BUCKEYE PARTNERS LP DEDUCTIBLE | $2 | $2 | $0 |
| BRIDGES VENTURES US SUSTAINABLE GRTH FUND LP | $2,835 | $2,835 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| 2013 FED EXCISE TAX REFUND | $2,136 | $2,136 |
| ORDINARY BUSINESS LOSS FROM PARTNERSHIP | -$500 | -$500 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCREASES | Desc |
| Amt | $20,135 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LWC FIDUCIARY ADVISORS | $36,181 | $36,181 | $0 |
| LORING, WOLCOTT & COOLIDGE TRUST TAX PREP FEE | $3,250 | $0 | $3,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES EXCISE TAX 2014 | $800 | $0 | $0 |
| FEDERAL EXCISE TAX 2013 OP APPLIED 2014 | $800 | $0 | $0 |
| FOREIGN TAXES | $5,713 | $5,713 | $0 |
| FEDERAL EXCISE TAX EXT 12/31/13 | $0 | $0 | $0 |
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