TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF (EIN 04-6061028)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2014-01-09
- IRS object ID
- 201430139349100258
- 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 | 2014-01-09T14:47:44-06:00 | 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 | 046061028 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TR UW HELEN F KIMBALL-THE MOSES KIMBALL | BusinessNameLine1 |
| Business Name Line2 | FUND FOR PROMOTION OF GOOD CITIZENSHIP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KIMB | 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 | C-F DAVID BOIT | Name |
| Title | TRUSTEE | Title |
| Phone | 6175236531 | 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 | 3667236 | 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 | 65 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 65 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 65601 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 65736 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 133409 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 460249 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 159060 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2140 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 201215 | TotalRevenueAndExpenses |
| Total Net Investment Income | 224861 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 15580 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3633 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 11947 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3687 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3687 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 13008 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 11283 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1725 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6439 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3279 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 827 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 42 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 785 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 39541 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21924 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 14457 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 143000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 143000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 182541 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21924 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 157457 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 18674 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 202937 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 302 | CashBOY |
| Cash EOY | 516 | CashEOY |
| Cash EOYFMV | 516 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 36000 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 84000 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 84000 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2294361 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2264252 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3492111 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 90375 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 90944 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 90609 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2421038 | TotalAssetsBOY |
| Total Assets EOY | 2439712 | TotalAssetsEOY |
| Total Assets EOYFMV | 3667236 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2416879 | CapitalStockBOY |
| Capital Stock EOY | 2523584 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4159 | RetainedEarningsBOY |
| Retained Earnings EOY | -83872 | RetainedEarningsEOY |
| Total Net Assets BOY | 2421038 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2439712 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2421038 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2439712 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2421038 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 18674 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2439712 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2439712 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | 459838 | 371184 | 88654 | 88654 |
| PUBLIC TRADED SECURITIES | P | 69995 | 69995 | 69995 | |
| CAPITAL GAINS DIVIDENDS | P | 411 | 411 | 411 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 159060 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 153133 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3177634 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048191 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 146351 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3168013 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046196 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 141308 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2955412 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047813 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 196796 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2821852 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.069740 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 183359 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4027423 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045528 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.257468 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051494 | AverageDistributionRatio |
| Net Noncharitable Assets | 3457616 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 178046 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2029 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 180075 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 157457 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4059 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4059 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4059 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3160 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 890 | TaxPaidWithExtension |
| Total Credits And Payments | 4050 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 9 | 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 | MOSESKIMBALLFUND.ORG | WebsiteAddress |
| Books In Care Of Person Name | LORINGWOLCOTT COOLIDGE TRUST LLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6175236531 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | 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 (3 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 | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| C-F DAVID BOIT | |||||||||
| 230 CONGRESS STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | 5190 | 0 | 0 | |
| CHARLES K CUMMINGS III | |||||||||
| 1625 WEST SOUTH STREET | KALAMAZOO | MI | 49006 | TRUSTEE | 1.00 | 5195 | 0 | 0 | |
| PAUL PARRAVANO | |||||||||
| MIT GOVT RELATIONS RM 11-245 77 | CAMBRIDGE | MA | 02139 | TRUSTEE | 1.00 | 5195 | 0 | 0 | MASS AVE |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3458799 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 51471 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3510270 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3510270 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 52654 | CashDeemedCharitable |
| Net Noncharitable Assets | 3457616 | NetNoncharitableAssets |
| Minimum Investment Return | 172881 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 172881 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4059 | TaxBasedOnInvestmentIncome |
| Total Tax | 4059 | TotalTax |
| Distributable Amount Before Adj | 168822 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 168822 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 168822 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 157457 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 157457 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 157457 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 168822 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 141627 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 157457 | QualifyingDistributions |
| Applied To Year1 | 141627 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 15830 | 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 | 152992 | 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
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | LORING WOLCOTT COOLIDGE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET 12 FL | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6175236531 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATION ON LINE. SEE ON LINE FOR INFORMATION THAT SHOULD BE INCLUDE WITH THIS APPILCATION. | FormAndInfoAndMaterials |
| Submission Deadlines | DEADLINES FOR APPLICATION AND SUBSEQUENT REPORTING JUNE 1ST THROUGH MARCH 1ST | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ADOLESCENT CONSULTATION SERVICE INC | ||||||||
| 189 CAMBIDGE STREET | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $3,000 | |
| BELLESINI OSA ACADEMY | ||||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01840 | NONE | PUBLIC CHARITY | AFTER SCHOOL AND EVENING PROGRAM | $5,000 | |
| BOSTON DEBATE LEAGUE | ||||||||
| 31 STATE STR 10TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | AFTER SCHOOL DEBATE LEAGUE | $2,000 | |
| BREAKTHROUGH GREATER BOSTON | ||||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT. | $9,000 | |
| BRIDGE FUND OF MASSACHUSETTS INC | ||||||||
| 223 NEEDHAM STREET | NEWTON | MA | 02464 | NONE | PUBLIC CHARITY | HOMELESSNESS PREVENTION LOAN AND GRANT PROGRAM | $3,000 | |
| BUILDING BLOCKS OF KALAMAZOO | ||||||||
| 511 W VINE STREET | KALAMAZOO | MI | 49008 | NONE | PUBLIC CHARITY | FIELDING EIGHT NEW NEIGHBORHOOD SITES. | $9,000 | |
| CAMBRIDGE COMMUNITY CENTER | ||||||||
| 5 CALLENDER STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | CCC INSPIRES. | $3,000 | |
| CAREER COLLABORATIVE INC | ||||||||
| 77 SUMMER STREET 11 FL | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | JOB SEARCH PROGRAM | $3,000 | |
| CITY ON A HILL FOUNDATION INC | ||||||||
| 58 CIRCUIT STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | COAHCORPS TUTORIAL PROGRAM | $5,000 | |
| COMMUNITY ART CENTER INC | ||||||||
| 119 WINDSOR STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | TEEN MEDIA PROGRAM | $3,000 | |
| COMMUNITY CHARTER SCHOOL OF CAMBRIDGE | ||||||||
| 245 BENT STREET | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | SUPPORT THE COLLEGE ESSAY WRITING PROGRAM FOR ACADEMICALLY STRONG STUDENTS. | $10,000 | |
| COMMUNITY EDUCATION CENTER | ||||||||
| 119 LONDON STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | ADVANCEMENT FOR NEWCOMER YOUTH PROGRAM/CAPITAL IMPROVEMENT | $8,000 | |
| EAST END HOUSE INC | ||||||||
| 105 SPRING STREET | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | SEVICE LEARNING INTERNSHIP PROGRAM FOR HIGH SCHOOL STUDENTS. | $2,000 | |
| FOOD FOR THE WORLD INC | ||||||||
| PO BOX 2012 | METHUEN | MA | 01844 | NONE | PUBLIC CHARITY | HIRING A GRANT WRITER FOR THE FEEDING HUNGRY PROJECT | $2,000 | |
| FREEDOM HOUSE INC | ||||||||
| 14 CRAWFORD STREET | DORCHESTER | MA | 02121 | NONE | PUBLIC CHARITY | PILOT HIGH SCHOOL PROGRAM PARTNERSHIP WITH SNOWDEN INTERNATIONAL HIGH SCHOOL. | $3,000 | |
| FRIENDS OF THE CHILDREN-BOSTON INC | ||||||||
| 555 AMORY STREET | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | FRIENDS OF THE CHILDREN-BOSTON MENTORING PROGRAM. | $2,000 | |
| JFY NETWORKS | ||||||||
| 44 SCHOOL STREET SUITE 110 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | OPERATING EXPENSES. | $9,000 | |
| JUST A START CORPORATION | ||||||||
| 1035 CAMBRIDGE STREET 2 | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | PLACEMENT AND TRAINING PROGRAMS | $13,000 | |
| MARGARET FULLER NEIGHBORHOOD HOUSES INC | ||||||||
| 71 CHERRY STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | TECHNOLOGY & LITERACY INITIATIVES | $5,000 | |
| MASSACHUSETTS SCIENCE CENTER CORPORATION | ||||||||
| 400 WEST CUMMINGS PARK SUITE | WOBURN | MA | 01801 | NONE | PUBLIC CHARITY | EXPANSION OF THE SCIENCE AMERICA TEACHER TRAINING PROGRAM IN BOSTON SCHOOLS. | $2,000 | 1725-128 |
| MIT SATURDAY ENGINEERING ENRICHMENT AND DISCOVERY ACADEMY | ||||||||
| 600 MEMORIAL DRIVE RM W98-100 | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | MIT SEEDE ACADEMY | $5,000 | |
| NATIONAL BRAILLE PRESS INC | ||||||||
| 88 SAINT STEPHEN STREET | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | READ BOOKS PROGRAM | $6,000 | |
| PHOENIX CHARTER ACADEMY | ||||||||
| 59 NICHOLS STREET | CHELSEA | MA | 02151 | NONE | PUBLIC CHARITY | PHOENIX AMERICORPS FELLOWS INSTITUTE | $4,000 | |
| ROCA INC | ||||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | NONE | PUBLIC CHARITY | YOUNG MOTHERS PROJECT | $2,000 | |
| SOUTH BOSTON NEIGHBORHOOD HOUSE | ||||||||
| 136 H STREET | SOUTH BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | ADOLESCENT EDUCATION AND PROGRAMS | $2,000 | |
| STRIVE BOSTON EMPLOYMENT SERVICES INC | ||||||||
| 651 WASHINGTON STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,000 | |
| STRONG WOMEN STRONG GIRLS | ||||||||
| 262 WASHINGTON STREET SUITE 602 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | AFTER SCHOOL MENTORING PROGRAM | $4,000 | |
| TUTORING PLUS OF CAMBRIDGE INC | ||||||||
| 225 WINDSOR STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $6,000 | |
| UNDERWOOD STRYKER INSTITUTE FOR SERVICE-LEARNING | ||||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | NONE | PUBLIC CHARITY | NEIGHBORHOOD FOOS ACCESS/CORNER STORE PROJECT. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 143000 | 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 | $65 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $65,601 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $133,409 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXICISE TAX O/P 5/31/12 | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $2,140 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $201,215 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 201215 | 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 LLC - ACCOUNTING FEES | Category |
| Amount | $3,687 | Amount |
| Net Investment Income | 3687 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | 8,413.087 VANGUARD SHORT-TERM INVESTMENT GRADE ADM | NameOfBond |
| EOY Book Value | 90944 | EOYBookValue |
| EOYFMV | 90609 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (32 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1,600 ABBOT LABORATORIES | 20171 | 58672 |
| 65 APPLE COMPUTER INC | 8287 | 29233 |
| 2,080 COLGATE PALMOLIVE CO | 13754 | 120307 |
| 2,500 DANAHER CORP SHS BEN INT | 109996 | 154550 |
| 1,375 EMERSON ELECTRIC CO | 69357 | 79008 |
| 110 GOOGLE INC | 47412 | 95834 |
| 1,450 OCCIDENTAL PETROLEUM CORP | 66374 | 133502 |
| 2,250 QUALCOMM INC | 96852 | 142830 |
| 1,200 STRYKER CORP | 3844 | 79668 |
| 1,550 UNITED TECHNOLOGIES | 119109 | 147095 |
| 5,950 ENCANA CORP | 138236 | 113229 |
| 2,087 NESTLE SA SPONS ADR FOR REG | 64799 | 137995 |
| 2,150 RECKITT BENCKISER GROUP PLC | 98995 | 153918 |
| 1,825 STANDARD CHARTERED PLC | 40878 | 42527 |
| 2,075 HEINEKEN HOLDING NV | 89241 | 122722 |
| 1,650 FISERV INC | 100539 | 143814 |
| 950 MCDONALDS CORP | 62914 | 91742 |
| 1,000 PRAXAIR INC | 90133 | 114330 |
| 2,800 JARDINE MATHESON HOLDINGS LTD | 83494 | 183960 |
| 300 MASTERCARD INC | 69270 | 171075 |
| 4,000 TJX COMPANIES INC | 104538 | 202440 |
| 3,675 DAIRY FARM INTL HOLDINGS LTS | 30300 | 47040 |
| 1,100 COGNIZANT TECHNOLOGY SOLUTIONS CL A | 69518 | 71115 |
| 1,100 EOG RESOURCES | 112249 | 142010 |
| 1,075 INTUIT | 50378 | 62823 |
| 2,325 LINEAR TECH CORP | 78516 | 87246 |
| 525 VISA INC | 49729 | 93524 |
| 1,000 CANADIAN NATIONAL RAILWAY | 74768 | 101270 |
| 450 NOVO-NORDISK A/S ADR | 49935 | 72495 |
| 2,050 UNILEVER PLC SPONSORED ADR | 69945 | 86121 |
| 1,980 CHURCH & DWIGHT CO | 100409 | 120404 |
| 1,775 SABMILLER PLC | 80312 | 89612 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FILING FEE FOR PROBATE COURT 55TH | 750 | 0 | 750 |
| COMM OF MA FORM PC ANNUAL REPORT FILING FEE | 35 | 0 | 35 |
| AGENT FEE | 42 | 42 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXICISE TAX O/P 5/31/12 | Description |
| Revenue And Expenses Per Books | 2140 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 2140 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LWC FIDUCIARY ADVISORS | $11,283 | 11283 | 0 |
| LORING WOLCOTT & COOLIDGE TRUST LLC - TAX PREP FEES | $1,725 | 0 | 1725 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX O/P 5/31/12 | $2,140 | 0 | 0 |
| FOREIGN TAX | $3,279 | 3279 | 0 |
| ESTIMATED FEDERAL EXCISE TAX 5/31/2013 | $1,020 | 0 | 0 |
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