M HOLT MASSEY CHARITABLE TRUST: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: M HOLT MASSEY CHARITABLE TRUST (EIN 04-6820993)
Tax period: 2012-06-01 to 2013-05-31
Filed: 2014-01-09
IRS object ID: 201400139349100305
Schema version: 2012v2.1
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
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-01-09T14:47:30-06:00	Timestamp
Tax Period End Date	2013-05-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	273396508	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LORING WOLCOTT & COOLIDGE TRUST LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	230 CONGRESS STREET	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	021102437	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-06-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	046820993	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	M HOLT MASSEY CHARITABLE TRUST 15011602	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MHOL	NameControl
Phone	6175236531	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	LWC 230 CONGRESS ST 12FL	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02110	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	M HOLT MASSEY	Name
Title	TRUSTEE	Title
Phone	6172271776	Phone
Date Signed	2014-01-06	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MARY-JEAN MOUGHAN	Name
PTIN	P00133963	PTIN
Phone	6175236531	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1807336	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	1	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	37737	DividendsRevAndExpnss
Dividends Net Invst Incm	37737	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	46662	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	236164	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	46662	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	1539	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Total Revenue And Expenses	85939	TotalRevenueAndExpenses
Total Net Investment Income	84400	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	3844	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	3844	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	1872	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1872	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	10686	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	9411	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	1275	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	2316	TaxesRevAndExpnss
Taxes Net Invst Incm	1236	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	53	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	18	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	35	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	18771	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	16381	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	1310	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	77045	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	77045	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	95816	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	16381	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	78355	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-9877	ExcessOfRevenueOverExpenses
Net Investment Income	68019	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	907	CashBOY
Cash EOY	496	CashEOY
Cash EOYFMV	496	CashEOYFMV
Savings And Temp Cash Invst BOY	24000	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	25000	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	25000	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	1002886	InvestmentsCorpStockBOY
Investments Corp Stock EOY	992420	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1614523	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	164685	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	164685	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	167317	InvestmentsCorpBondsEOYFMV
Total Assets BOY	1192478	TotalAssetsBOY
Total Assets EOY	1182601	TotalAssetsEOY
Total Assets EOYFMV	1807336	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	1235205	CapitalStockBOY
Capital Stock EOY	1268112	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	-42727	RetainedEarningsBOY
Retained Earnings EOY	-85511	RetainedEarningsEOY
Total Net Assets BOY	1192478	TotalNetAssetsBOY
Total Net Assets EOY	1182601	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1192478	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1182601	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1192478	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-9877	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	1182601	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	1182601	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
PUBLICLY TRADED SECURITIES	P	235996	189502	46494	46494
CAPITAL GAINS DIVIDENDS	P	168		168	168

Field	Value	IRS element (for citing)
Capital Gain Net Income	46662	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	72452	QualifyingDistributionsYear1
Noncharitable Assets Year1	1585316	NoncharitableAssetsYear1
Distribution Ratio Year1	0.045702	DistributionRatioYear1
Qualifying Distributions Year2	70250	QualifyingDistributionsYear2
Noncharitable Assets Year2	1503197	NoncharitableAssetsYear2
Distribution Ratio Year2	0.046734	DistributionRatioYear2
Qualifying Distributions Year3	67061	QualifyingDistributionsYear3
Noncharitable Assets Year3	1418716	NoncharitableAssetsYear3
Distribution Ratio Year3	0.047269	DistributionRatioYear3
Qualifying Distributions Year4	95880	QualifyingDistributionsYear4
Noncharitable Assets Year4	1360349	NoncharitableAssetsYear4
Distribution Ratio Year4	0.070482	DistributionRatioYear4
Qualifying Distributions Year5	88160	QualifyingDistributionsYear5
Noncharitable Assets Year5	1953257	NoncharitableAssetsYear5
Distribution Ratio Year5	0.045135	DistributionRatioYear5
Total Distribution Ratio	0.255322	TotalDistributionRatio
Average Distribution Ratio	0.051064	AverageDistributionRatio
Net Noncharitable Assets	1708637	NetNoncharitableAssets
Adjusted Noncharitable Assets	87250	AdjustedNoncharitableAssets
One Percent Net Investment Income	680	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	87930	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	78355	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	1360	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	1360	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	1360	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1080	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	278	TaxPaidWithExtension
Total Credits And Payments	1358	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Tax Due	2	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	MASSEY COMPANY	BooksInCareOfPersonName
Books In Care Of Phone Number	6172271776	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	85 MERRIMAC STREET	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	021144713	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
M HOLT MASSEY
85 MERRIMAC STREET	BOSTON	MA	02114	TRUSTEE	1.00	0	0	0
HUGH L WARRENRESIGNED 103113
230 CONGRESS STREET	BOSTON	MA	02110	TRUSTEE	1.00	3844	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1702040	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	32617	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1734657	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	1734657	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	26020	CashDeemedCharitable
Net Noncharitable Assets	1708637	NetNoncharitableAssets
Minimum Investment Return	85432	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	85432	MinimumInvestmentReturn
Tax Based On Investment Income	1360	TaxBasedOnInvestmentIncome
Total Tax	1360	TotalTax
Distributable Amount Before Adj	84072	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	84072	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	84072	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	78355	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	78355	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	78355	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	84072	DistributableAmountAsAdjusted
Undistributed Income Prior Year	77045	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	78355	QualifyingDistributions
Applied To Year1	77045	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	1310	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	82762	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	M HOLT MASSEY	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (48 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
YOUNG AMERICAS FOUNDATION
110 ELDEN STREET	HERNODON	VA	20170	NONE	PUBLIC CHARITY	GENERAL	$250
WALDORF SCHOOL
739 MASSACHUSETTS AVENUE	LEXINGTON	MA	02173	NONE	PUBLIC CHARITY	GENERAL	$1,000
TRINITY CHURCH BOSTON FOUNDATION
206 CLARENDON STREET	BOSTON	MA	02116	NONE	PUBLIC CHARITY	GENERAL	$1,000
THE MOUNT
2 PLUNKETT STREET	LENOX	MA	02140	NONE	PUBLIC CHARITY	GENERAL	$3,700
THE FOOD PROJECT
10 LEWIS STREET	LINCOLN	MA	01773	NONE	PUBLIC CHARITY	GENERAL	$250
SOCIETY OF SAINT JOHN THE EVANGELIST
195 MAUJER ST	BROOKLYN	NY	11205	NONE	PUBLIC CHARITY	GENERAL	$250
SHADY HILL SCHOOL
178 COOLIDGE HILL	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	GENERAL	$250
SAVE VENICE BOSTON
134 A BRATTLE STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	GENERAL	$1,000
SAINT COLUMBAS EPISCOPAL CHURCH
55 VAUCLUSE STREET	MIDDLETON	RI	02840	NONE	PUBLIC CHARITY	GENERAL	$1,000
SAINT CHRISTOPHERS SCHOOL
711 SAINT CHRISTOPHERS ROAD	RICHMOND	VA	23226	NONE	PUBLIC CHARITY	GENERAL	$250
PIONEER INSTITUTE
85 DEVONSHIRE STREET 8TH FL	BOSTON	MA	02109	NONE	PUBLIC CHARITY	GENERAL	$1,000
PEABODY ESSEX MUSEUM
E INDIA SQU	SALEM	MA	01970	NONE	PUBLIC CHARITY	GENERAL	$2,500
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVENUE	BOSTON	MA	02120	NONE	PUBLIC CHARITY	GENERAL	$15,000
NAVAL WAR COLLEGE
686 CUSHING RD	NEWPORT	RI	02841	NONE	PUBLIC CHARITY	GENERAL	$1,000
MISSION HILLS MAIN STREETS
1534 TREMONT ST	ROXBURY	MA	02120	NONE	PUBLIC CHARITY	GENERAL	$895
MIDDLESEX SCHOOL
PO BOX 9122	CONCORD	MA	07142	NONE	PUBLIC CHARITY	GENERAL	$250
INSTITUTE OF CLASSICAL ARCHITECTURE AND ART
445 FARIVIEW STREET	LEE	MA	01238	NONE	PUBLIC CHARITY	GENERAL	$1,000
HISTORIC NEW ENGLAND
141 CAMBRIDGE STREET	BOSTON	MA	02114	NONE	PUBLIC CHARITY	GENERAL	$1,750
HARVARD ART MUSEUM
32 QUINCY STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	GENERAL	$5,000
FRIENDS OF THE PUBLIC GARDENS
87 MOUNT VERNON STREET	BOSTON	MA	02108	NONE	PUBLIC CHARITY	GENERAL	$1,500
FRIENDS OF THE COUNCIL OF AGING
PO BOX 143	LINCOLN	MA	017730143	NONE	PUBLIC CHARITY	GENERAL	$250
FRIENDS OF DRESDEN MUSIC FOUNDATION
168W 86TH STREET	NEW YORK	NY	10024	NONE	PUBLIC CHARITY	GENERAL	$250
FESSENDEN SCHOOL
250 WALTHAM STREET	WEST NEWTON	MA	024651750	NONE	PUBLIC CHARITY	GENERAL	$250
CENTRAL BOSTON ELDER SERVICES
812 HUNTINGTON AVE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	GENERAL	$1,000
BOSTON LYRIC OPERA
PO BOX 847897	BOSTON	MA	022847897	NONE	PUBLIC CHARITY	GENERAL	$1,000
BOSTON HARBOR ISLAND ALLIANCE
408 ATLANTIC AVE STE 228	BOSTON	MA	02110	NONE	PUBLIC CHARITY	GENERAL	$250
BOSTON ATHENAEUM
10 1/2 BEACON STREET	BOSTON	MA	02108	NONE	PUBLIC CHARITY	GENERAL	$1,000
BEACON HILL CIVIC ASSOC
74 JOY STREET	BOSTON	MA	02114	NONE	PUBLIC CHARITY	GENERAL	$1,000
RURAL LAND FOUNDATION OF LINCOLN
PO BOX 6328	LINCOLN	MA	01773	NONE	PUBLIC CHARITY	GENERAL	$250
GRACE CHURCH
802 BROADWAY	NEW YORK	NY	10003	NONE	PUBLIC CHARITY	GENERAL	$10,000
BOSTON UNIVERISITY ACADEMY
595 COMMONWEALTH AVENUE SUITE 700	BOSTON	MA	02115	NONE	PUBLIC CHARITY	GENERAL	$12,000
ASSOCIATES OF THE BOSTON PUBLIC LIBRARY
700 BOYLSTON STREET	BOSTON	MA	02116	NONE	PUBLIC CHARITY	GENERAL	$2,500
NEW ENGLAND CONSERVATORY OF MUSIC
290 HUNTINGTON AVENUE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	GENERAL	$1,400
THE ORDER OF ST JOHN
1850 M STREET NW SUITE 1070	WASHINGTON	DC	200365856	NONE	PUBLIC CHARITY	GENERAL	$1,000
EPISCOPAL CHARITIES OF THE DIOCESE OF NEW YORK
1047 AMSTERDAM AVENUE	NEW YORK	NY	10025	NONE	PUBLIC CHARITY	GENERAL	$1,000
AMERICAN FRIENDS OF THE EDINBURGH INTERNATIONAL FESTIVAL
1000 N WEST STREET SUITE 1200	WILMINGTON	DE	19801	NONE	PUBLIC CHARITY	GENERAL	$500
ONE FUND BOSTON
800 BOYLSTON STREET 990009	BOSTON	MA	02199	NONE	PUBLIC CHARITY	GENERAL	$1,000
THE PILGRIM FOUNDATION INC
20 WEST 44TH STREET ROOM 509	NEW YORK	NY	100366603	NONE	PUBLIC CHARITY	GENERAL	$1,000
CLUB PASSIM
26 CHURCH STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	GENERAL	$250
THE PRESERVATION SOCIETY NEWPORT COUNTY
424 BELLEVUE AVENUE	NEWPORT	RI	02840	NONE	PUBLIC CHARITY	GENERAL	$250
NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY
101 NEWBURY STREET	BOSTON	MA	02116	NONE	PUBLIC CHARITY	GENERAL	$250
FRENCH HERITAGE SOCIETY
14 EAST 60TH STREET SUITE 605	NEW YORK	NY	10022	NONE	PUBLIC CHARITY	GENERAL	$250
CODMAN FARM
58 CODMAN ROAD	LINCOLN	MA	01773	NONE	PUBLIC CHARITY	GENERAL	$250
CONTACT QUARTERLY
PO BOX 603	NORTHAMPTON	MA	01061	NONE	PUBLIC CHARITY	GENERAL	$250
AMERICAN FRIENDS OF THE VICTORIA & ALBERT MUSEUM
61 LONDONDERRY DRIVE	GREENWICH	CT	06830	NONE	PUBLIC CHARITY	GENERAL	$250
DORCHESTER HISTORICAL SOCIETY
195 BOSTON STREET	DORCHESTER	MA	02125	NONE	PUBLIC CHARITY	GENERAL	$250
SIR JOHN SOANE'S MUSEUM FOUNDATION
1040 FIRST AVENUE NO 311	NEW YORK	NY	10022	NONE	PUBLIC CHARITY	GENERAL	$300
THE ROYAL OAK FOUNDATION
35 WEST 35TH STREET 12TH FLOOR	NEW YORK	NY	10001	NONE	PUBLIC CHARITY	GENERAL	$250

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	77045	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$37,737	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$46,662	ExclusionAmount

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescription	Exclusion CodeExclusionCode	ExclusionExclusionAmount
FEDERAL EXCISE TAX O/P 5/31/12	01	$1,080
FEDERAL EXCISE TAX REFUND 5/31/12	01	$459

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$85,939	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	85939	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	LORING WOLCOTT & COOLIDGE TRUST - ACCOUNTING FEES	Category
Amount	$1,872	Amount
Net Investment Income	1872	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Field	Value	IRS element (for citing)
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.	Explanation

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
750 SHS ISHARES JP MORGAN USD EMERGING MARKETS BOND FUND	81445	86273
6962.541 IRON STRATEGIC INCOME FUND	83240	81044

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (37 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
1195 SHS ABBOTT LABORATORIES	23054	43821
935 SHS AUTOMATIC DATA PROCESSING	19376	64253
580 SHS JOHNSON & JOHNSON	16444	48824
775 SHS STRYKER CORP	7098	51452
1150 SHS COLGATE PALMOLIVE CO	30370	66516
825 SHS ENCANA CORP	19260	15700
912 SHS NESTLE SA SPONS ADR	27989	60302
300 SHS EOG RESOURCES	19926	38730
850 SHS RECKITT BENCKISER PLC	39813	60851
375 SHS CORE LABORATORIES	16929	51660
875 SHS HEINEKEN HOLDING NV	40931	51750
750 SHS DANAHER CORP SHS BEN INT	30902	46365
275 SHS UNITED TECHNOLOGIES	19871	26098
875 SHS JARDINE MATHESON HOLDINGS LTS	27628	57488
690 SHS PHILIP MORRIS INTERNATIONAL	27396	62728
500 SHS ACCENTURE LTD	20527	41055
1250 SHS CHURCH & DWIGHT CO	36295	76013
725 SHS FISERV INC	37065	63191
275 SHS PRAXAIR INC	20666	31441
1750 SHS TJX COMPANIES INC	37782	88568
575 SHS YUM! BRANDS	20004	38956
500 SHS ECOLAB INC	25540	42235
354 SHS EXXON MOBIL CORP	19634	32026
50 SHS MASTERCARD INC	13290	28513
325 SHS COGNIZANT TECHNOLOGY SOLUTIONS	24194	21011
225 SHS CUMMINS INC	25718	26917
500 SHS EMERSON ELECTRIC	25265	28730
250 SHS CANADIAN NATIONAL RAILWAY	18804	25318
175 SHS NOVO-NORDISK A/S ADR	25461	28193
675 SHS UNILEVER PLC SPONSORED ADR	24475	28357
525 SHS CSL LIMITED	16031	29999
7854.581 SHS PRINCETON FUTURES STRATEGY FUND	80168	71398
175 SHS CHEVRONTEXACO CORP	20985	21481
350 SHS COACH INC	19313	20391
725 SHS INTUIT	44148	42369
975 SHS ARM HOLDINGS PLC SPONS ADR	35190	42783
3050 SHS DAIRY FARM INTL HOLDINGS LTD	34878	39040

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
MA ANNUAL REPORT FORM PC FILING FEE	35	0	35
AGENT FEE	18	18	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Adjusted Net IncomeAdjustedNetIncome
FEDERAL EXCISE TAX O/P 5/31/12	1080	1080
FEDERAL EXCISE TAX REFUND 5/31/12	459	459

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
LWC FIDUCIARY ADVISORS - INVS MGMT	$6,605	6605	0
LORING WOLCOTT & COOLIDGE TRUST - TAX PREP FEE	$1,275	0	1275
FREDERICK D BALLOU ADVISOR	$2,806	2806	0

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL EXCISE TAX O/P ESTIMATED TAX 5/31/13	$1,080	0	0
FOREIGN TAX	$1,236	1236	0

M HOLT MASSEY CHARITABLE TRUST: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (48 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Other Revenue Described OtherRevenueDescribed (2 entries)

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (37 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

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