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EDMUND AND MARY COMEY CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
EDMUND AND MARY COMEY CHARITABLE FOUNDATION (EIN 20-3121701)
Tax period
2013-08-01 to 2014-07-31
Filed
2014-12-10
IRS object ID
201413449349100001
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-12-10T08:10:39-06:00ReturnTs
Tax Period End2014-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273396508PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LORING WOLCOTT & COOLIDGE TRUST LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 CONGRESS STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021102437ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203121701EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDMUND AND MARY COMEY CHARITABLEBusinessNameLine1
Business Name Line2FOUNDATION DTD 4/26/1990 15020905BusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlEDMUBusinessNameControlTxt
Phone6175236531PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1LWC 230 CONGRESS STREET 12FLAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER B LORINGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175236531PhoneNum
Signature2014-12-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJO-ANN CAPOBIANCOPreparerPersonNm
PTINP00133747PTIN
Phone6175236531PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,014,404FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$31,850DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,850DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$72,598NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$285,965GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$72,598CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$104,450TotalRevAndExpnssAmt
Total Net Invst Incm$104,450TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,572CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,400CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$3,172CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,622AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,622AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,755OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,655OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,100OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,221TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,855TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$51OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,221TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,548TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,307TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$83,459ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$83,459ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$107,680TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,548TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$87,766TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,230ExcessRevenueOverExpensesAmt
Net Investment Income$85,902NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$80CashBOYAmt
Cash EOY$466CashEOYAmt
Cash EOYFMV$466CashEOYFMVAmt
Sav And Temp Cash Invst BOY$20,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$26,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$26,000SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,210,236CorporateStockBOYAmt
Corporate Stock EOY$1,200,620CorporateStockEOYAmt
Corporate Stock EOYFMV$1,987,938CorporateStockEOYFMVAmt
Total Assets BOY$1,230,316TotalAssetsBOYAmt
Total Assets EOY$1,227,086TotalAssetsEOYAmt
Total Assets EOYFMV$2,014,404TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,372,164CapitalStockBOYAmt
Capital Stock EOY$1,372,164CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$141,848RetainedEarningBOYAmt
Retained Earning EOY-$145,078RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,230,316TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,227,086TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,230,316TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,227,086TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,230,316TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,230ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,227,086SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,227,086TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$285,965GrossSalesPriceAmt
Cost Or Other Basis$213,367CostOrOtherBasisAmt
Gain Or Loss$72,598GainOrLossAmt
Gains Minus Excess Or Losses$72,598GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$72,598CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$77,340AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,758,963NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043969DistributionYr1Rt
Adjusted Qlfy Distri Yr2$75,202AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,543,274NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048729DistributionYr2Rt
Adjusted Qlfy Distri Yr3$54,688AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,518,046NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036025DistributionYr3Rt
Adjusted Qlfy Distri Yr4$44,561AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,080,069NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041258DistributionYr4Rt
Adjusted Qlfy Distri Yr5$65,361AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$893,913NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.073118DistributionYr5Rt
Total Distribution0.243099TotalDistributionRt
Average Distribution0.048620AverageDistributionRt
Net Vl Noncharitable Assets$1,993,007NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$96,900AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$859NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$97,759AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$87,766QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,718InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,718SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,718TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Tax Due$918TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1230 CONGRESS STREETAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02110ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER B LORING
230 CONGRESS STREETBOSTONMA02110TRUSTEE1.00$5,286$0$0
GILBERT M RODDY JR
230 CONGRESS STREETBOSTONMA02110TRUSTEE1.00$5,286$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,990,101AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,256AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,023,357TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,023,357AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,350CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,993,007NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,650MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,650MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,718TaxBasedOnInvestmentIncomeAmt
Total Tax$1,718TotalTaxAmt
Distributable Before Adj$97,932DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$97,932DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$97,932DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$87,766ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$87,766QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$87,766AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$97,932DistributableAsAdjustedAmt
Undistributed Income PY$83,459UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$87,766QualifyingDistributionsAmt
Applied To Year1$83,459AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,307AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$93,625UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL RESCUE LEAGUE OF BOSTON
10 CHANDLER STREETBOSTONMA02116NONEPUBLIC CHARITYGENERAL$10,432
CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON
51 SLEEPER STREETBOSTONMA02110NONEPUBLIC CHARITYGENERAL$20,865
LITTLE SISTERS OF THE POOR
186 HIGHLAND AVENUESOMERVILLEMA02143NONEPUBLIC CHARITYGENERAL$20,865
MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
350 SOUTH HUNTINGTON AVEBOSTONMA02130NONEPUBLIC CHARITYGENERAL$10,432
PINE STREET INN
444 HARRISON AVENUEBOSTONMA02118NONEPUBLIC CHARITYGENERAL$20,865
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$83,459TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$31,850ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$72,598ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$104,450ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$104,450TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLORING WOLCOTT & COOLIDGE TRUST LLC - ACCOUNTING FEESCategoryTxt
Amt$1,622Amt
Net Investment Income$1,622NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line Reference990-PF, PART VIII, LINE 1FormAndLineReferenceDesc
Medium Explanation990-PF STATEMENT PART VIII - INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS AND THEIR COMPENSATION AND HOURS SPENT PER WEEK.HOURS SPENT:THE TIME SPENT BY THE OFFICERS MANAGING THE AFFAIRS OF THE FOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR 990-PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PER WEEK HAS BEEN INDICATED. THE OFFICERS EMPLOY ACCOUNTING, SUPPORT AND TAX COMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAID RELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS AN ESTIMATE OF THE TIME SPENT BY THE NAMED OFFICERS AS WELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR. THE TRUSTEES FEES NOTED ALSO INCLUDE AN INVESTMENT ADVISORY COMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENT ASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ON FAIR MARKET VALUE.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,000 SHS EOG RESOURCES$42,295$109,440
800 SHS QUALCOMM INC$27,496$58,976
650 SHS STRYKER CORP$30,703$51,851
525 SHS UNITED TECHNOLOGIES$32,198$55,204
1,200 SHS CANADIAN NATIONAL RAILWAY$31,397$80,208
600 SHS NESTLE SA SPONS ADR$19,800$44,573
1,500 SHS STANDARD CHARTERED PLC$36,470$31,200
1,000 SHS DANAHER CORP SHS BEN INT$41,890$73,880
700 SHS ACCENTURE LTD$23,614$55,496
1,300 SHS JARDINE MATHESON HOLDINGS LTD$46,950$77,961
925 SHS CSL LIMITED$31,505$58,306
800 SHS AUTOMATIC DATA PROCESSING$32,409$65,048
1,500 SHS ABBOTT LABORATORIES$47,623$63,180
400 SHS EXXON MOBIL CORP$25,887$39,576
1,200 SHS FISERV INC$28,714$74,004
500 SHS MCDONALDS CORP$35,254$47,280
1,000 SHS ROSS STORES INC$26,381$64,400
3,000 SHS BOULDER BRANDS INC$11,339$34,050
4,425 SHS DAIRY FARM INTL HOLDINGS LTD$29,603$47,303
800 SHS COLGATE PALMOLIVE CO$30,355$50,720
1,000 SHS MASTERCARD INC$25,216$74,150
400 SHS PRAXAIR INC$41,300$51,256
1,000 SHS TJX COMPANIES$25,581$53,290
750 SHS ENBRIDGE INC$20,467$36,735
1,200 SHS HEINEKEN HOLDING NV$61,494$76,491
2,000 SHS BIDVEST GROUP LTD$46,058$53,922
400 SHS CUMMINS INC$43,494$55,756
390 SHS STERICYCLE INC$35,910$45,884
1,250 SHS NOVO-NORDISK A/S ADR$31,904$57,563
900 SHS NOVOZYMES A/S B$25,044$44,582
650 SHS COGNIZANT TECHNOLOGY SOLUTIONS$20,592$31,883
880 SHS INTUIT$55,773$72,134
445 SHS WEX INC$35,084$48,024
940 SHS DISCOVERY COMMUNICATIONS-A$74,023$80,097
100 SHS GRAINGER INC$26,797$23,515

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MASS ANNUAL REPORT FORM PC FILING FEE$35$0$35
AGENT FEE ON NESTLE$16$16$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LWC FIDUCIARY ADVISORS$7,655$7,655$0
LWC TAX PREP FEE 2013$1,100$0$1,100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,855$1,855$0
FEDERAL EXCISE TAX 7/31/13 BALANCE DUE$566$0$0
FEDERAL EXCISE TAX 7/31/14 ESTIMATES$800$0$0

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