EDMUND AND MARY COMEY CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EDMUND AND MARY COMEY CHARITABLE FOUNDATION (EIN 20-3121701)
- Tax period
- 2011-08-01 to 2012-07-31
- Filed
- 2012-12-04
- IRS object ID
- 201213399349100201
- Schema version
- 2011v1.2
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-04T12:20:38-06:00 | Timestamp |
| Tax Period End Date | 2012-07-31 | 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 | 2011-08-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203121701 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMUND AND MARY COMEY CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION DTD 4/26/1990 15020905 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EDMU | NameControl |
| Phone | 6175236531 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LWC 230 CONGRESS STREET 12FL | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PETER B LORING | Name |
| Title | TRUSTEE | Title |
| Phone | 6175236531 | Phone |
| Date Signed | 2012-12-04 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1614817 | 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 | 32234 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32234 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -16657 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 313943 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 15578 | TotalRevenueAndExpenses |
| Total Net Investment Income | 32235 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 8118 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 5682 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 2436 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1602 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1602 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6777 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5877 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 900 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2032 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1465 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 51 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 16 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 35 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 18580 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14642 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3371 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 72007 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 72007 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 90587 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14642 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 75378 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -75009 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 17593 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7 | CashBOY |
| Cash EOY | 341 | CashEOY |
| Cash EOYFMV | 341 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 17000 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 18000 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 18000 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1327338 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1250995 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1596476 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1344345 | TotalAssetsBOY |
| Total Assets EOY | 1269336 | TotalAssetsEOY |
| Total Assets EOYFMV | 1614817 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1396009 | CapitalStockBOY |
| Capital Stock EOY | 1365357 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -51664 | RetainedEarningsBOY |
| Retained Earnings EOY | -96021 | RetainedEarningsEOY |
| Total Net Assets BOY | 1344345 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1269336 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1344345 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1269336 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1344345 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -75009 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1269336 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1269336 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 313943 | GrossSalesPrice |
| Cost Or Other Basis | 330128 | CostOrOtherBasis |
| Gain Or Loss | -16185 | GainOrLoss |
| Gains Minus Excess Or Losses | -16185 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -16185 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 54688 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1518046 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.036025 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 44561 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1080069 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.041258 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 65361 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 893913 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.073118 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 53897 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1329871 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.040528 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 56593 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1151025 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049167 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.240096 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048019 | AverageDistributionRatio |
| Net Noncharitable Assets | 1543274 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 74106 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 176 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 74282 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 75378 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 176 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 176 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 176 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 400 | TotalCreditsAndPayments |
| Overpayment | 224 | Overpayment |
| Amount Credited To Next Year | 200 | AmountCreditedToNextYear |
| Amount To Be Refunded | 24 | AmountToBeRefunded |
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 | LORING WOLCOTT 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 (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 |
|---|---|---|---|---|---|---|---|---|
| PETER B LORING | ||||||||
| 230 CONGRESS STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | 4059 | 0 | 0 |
| GILBERT M RODDY JR | ||||||||
| 230 CONGRESS STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | 4059 | 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 | 1536289 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 30487 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1566776 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1566776 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23502 | CashDeemedCharitable |
| Net Noncharitable Assets | 1543274 | NetNoncharitableAssets |
| Minimum Investment Return | 77164 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 77164 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 176 | TaxBasedOnInvestmentIncome |
| Total Tax | 176 | TotalTax |
| Distributable Amount Before Adj | 76988 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 76988 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 76988 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 75378 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 75378 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 176 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 75202 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 76988 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 72007 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 75378 | QualifyingDistributions |
| Applied To Year1 | 72007 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3371 | 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 | 73617 | 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) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL | $9,000 |
| CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON | |||||||
| 51 SLEEPER STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL | $18,002 |
| LITTLE SISTERS OF THE POOR | |||||||
| 186 HIGHLAND AVENUE | SOMERVILLE | MA | 02143 | NONE | PUBLIC CHARITY | GENERAL | $18,002 |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 350 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL | $9,001 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL | $18,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 72007 | 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 | $32,234 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$16,657 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $15,578 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15578 | 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 | $1,602 | Amount |
| Net Investment Income | 1602 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (38 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1,125 SHS CISCO SYSTEMS | 31815 | 17944 |
| 625 SHS EOG RESOURCES | 55274 | 61256 |
| 625 SHS MEDTRONIC INC | 26813 | 24638 |
| 800 SHS QUALCOMM INC | 27496 | 47744 |
| 750 SHS STRYKER CORP | 35427 | 39023 |
| 525 SHS UNITED TECHNOLOGIES | 32198 | 39081 |
| 650 SHS CANADIAN NATIONAL RAILWAY | 34132 | 57252 |
| 800 SHS NESTLE SA SPONS ADR | 26400 | 49249 |
| 1500 SHS STANDARD CHARTERED PLC | 36470 | 34419 |
| 1000 SHS DANAHER CORP SHS BEN INT | 41890 | 52810 |
| 750 SHS ACCENTURE LTD | 25300 | 45225 |
| 1375 SHS JARDINE MATHESON HOLDINGS LTD | 50863 | 71981 |
| 925 SHS CSL LIMITED | 31505 | 41565 |
| 800 SHS AUTOMATIC DATA PROCESSING | 32409 | 45240 |
| 1000 SHS SYSCO CORP | 25739 | 29390 |
| 600 SHS ABBOTT LABORATORIES | 29237 | 39786 |
| 700 SHS COCA-COLA | 37167 | 56560 |
| 500 SHS EXXON MOBIL CORP | 32419 | 43425 |
| 800 SHS FISERV INC | 41008 | 56104 |
| 550 SHS MCDONALDS CORP | 38791 | 49148 |
| 1000 SHS ROSS STORES INC | 26381 | 66440 |
| 6,000 SHS SMART BALANCE INC | 30524 | 57120 |
| 4,425 SHS DAIRY FARM INTL HOLDINGS LTD | 29603 | 46418 |
| 1,875 SHS ENCANA CORP | 49535 | 41719 |
| 400 SHS COLGATE PALMOLIVE CO | 30355 | 42944 |
| 125 SHS MASTERCARD INC | 31520 | 54571 |
| 400 SHS PRAXAIR INCE | 41300 | 41504 |
| 1000 SHS TJX COMPANIES | 25581 | 44280 |
| 750 SHS ENBRIDGE INC | 20467 | 30645 |
| 575 SHS TEVA PHARMACEUTICAL INDS LTD ADR | 29553 | 23512 |
| 950 SHS HEINEKEN HOLDING NV | 46039 | 43722 |
| 1,425 SHS BIDVEST GROUP LTD | 31090 | 34423 |
| 350 SHS NASPERS LIMITED | 19134 | 19168 |
| 400 SHS CUMMINS INC | 43494 | 38360 |
| 375 SHS DEERE & CO | 29647 | 28808 |
| 300 SHS STERICYCLE INC | 25785 | 27855 |
| 200 SHS NOVO-NORDISK A/S ADR | 23590 | 30908 |
| 900 SHS NOVOZYMES A/S B | 25044 | 22239 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 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 OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LWC FIDUCIARY ADVISORS | $5,877 | 5877 | 0 |
| LWC TAX PREP FEE 2011 | $900 | 0 | 900 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,465 | 1465 | 0 |
| FEDERAL EXCISE TAXES - 7/31/12 ESTIMATES | $400 | 0 | 0 |
| FEDERAL EXCISE TAX BAL DUE 7/31/11 | $167 | 0 | 0 |
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