M HOLT MASSEY CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- M HOLT MASSEY CHARITABLE TRUST (EIN 04-6820993)
- Tax period
- 2011-06-01 to 2012-05-31
- Filed
- 2012-10-26
- IRS object ID
- 201223009349100707
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-26T12:30:38-05:00 | Timestamp |
| Tax Period End Date | 2012-05-31 | 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 | 2011-06-01 | 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 | HUGH L WARREN | Name |
| Title | TRUSTEE | Title |
| Phone | 6175236531 | Phone |
| Date Signed | 2012-10-26 | 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 | 1576718 | 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 | 39032 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 39032 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 30856 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 197004 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 30856 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 69889 | TotalRevenueAndExpenses |
| Total Net Investment Income | 69889 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 3999 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3999 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1933 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1933 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10916 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9791 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1125 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5458 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1115 | 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 | 22359 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16856 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1160 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 71292 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 71292 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 93651 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16856 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 72452 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -23762 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 53033 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 383 | CashBOY |
| Cash EOY | 907 | CashEOY |
| Cash EOYFMV | 907 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 232000 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 24000 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 24000 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 943233 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1086126 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1468801 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 40624 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 81445 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 83010 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1216240 | TotalAssetsBOY |
| Total Assets EOY | 1192478 | TotalAssetsEOY |
| Total Assets EOYFMV | 1576718 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1216240 | CapitalStockBOY |
| Capital Stock EOY | 1235205 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | -42727 | RetainedEarningsEOY |
| Total Net Assets BOY | 1216240 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1192478 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1216240 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1192478 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1216240 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -23762 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1192478 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1192478 | 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 | 195664 | 166148 | 29516 | 29516 |
| CAPITAL GAINS DIVIDENDS | P | 1340 | 1340 | 1340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 30856 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 70250 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1503197 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046734 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 67061 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1418716 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047269 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 95880 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1360349 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.070482 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 88160 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1953257 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045135 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 88955 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1835730 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048458 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.258078 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051616 | AverageDistributionRatio |
| Net Noncharitable Assets | 1585316 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 81828 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 530 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 82358 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 72452 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1061 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1061 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1061 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2600 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2600 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1539 | Overpayment |
| Amount Credited To Next Year | 1080 | AmountCreditedToNextYear |
| Amount To Be Refunded | 459 | 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 |
|---|---|---|---|---|---|---|---|---|
| M HOLT MASSEY | ||||||||
| 85 MERRIMAC STREET | BOSTON | MA | 02114 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| HUGH L WARREN | ||||||||
| 230 CONGRESS STREET | BOSTON | MA | 02110 | TRUSTEE | 1.00 | 3999 | 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 | 1559099 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 50359 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1609458 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1609458 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24142 | CashDeemedCharitable |
| Net Noncharitable Assets | 1585316 | NetNoncharitableAssets |
| Minimum Investment Return | 79266 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 79266 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1061 | TaxBasedOnInvestmentIncome |
| Total Tax | 1061 | TotalTax |
| Distributable Amount Before Adj | 78205 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 78205 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 78205 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 72452 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 72452 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 72452 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 78205 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 71292 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 72452 | QualifyingDistributions |
| Applied To Year1 | 71292 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1160 | 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 | 77045 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BEACON HILL CIVIC ASSOC | |||||||
| 74 JOY STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| BOSTON ATHENAEUM | |||||||
| 10 1/2 BEACON STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| BOSTON HARBOR ISLAND ALLIANCE | |||||||
| 408 ATLANTIC AVE STE 228 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL | $442 |
| BOSTON LYRIC OPERA | |||||||
| PO BOX 847897 | BOSTON | MA | 022847897 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| CENTRAL BOSTON ELDER SERVICES | |||||||
| 812 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| CHURCH OF THE EPIPHANY | |||||||
| 1393 YORK AVENUE | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| COPLEY SINGERS | |||||||
| 1 RATTLESNAKE GUTTER ROAD | LEVERETT | MA | 01054 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| FESSENDEN SCHOOL | |||||||
| 250 WALTHAM STREET | WEST NEWTON | MA | 024651750 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| FRIENDS OF DRESDEN MUSIC FOUNDATION | |||||||
| 168W 86TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| FRIENDS OF THE COUNCIL OF AGING | |||||||
| PO BOX 143 | LINCOLN | MA | 017730143 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| FRIENDS OF THE PUBLIC GARDENS | |||||||
| 87 MOUNT VERNON STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| HARVARD ART MUSEUM | |||||||
| 32 QUINCY STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| HISTORIC NEW ENGLAND | |||||||
| 141 CAMBRIDGE STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL | $3,850 |
| INSTITUTE OF CLASSICAL ARCHITECTURE AND ART | |||||||
| 445 FARIVIEW STREET | LEE | MA | 01238 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| MIDDLESEX SCHOOL | |||||||
| PO BOX 9122 | CONCORD | MA | 07142 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| MISSION HILLS MAIN STREETS | |||||||
| 1534 TREMONT ST | ROXBURY | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| NATIONAL TRUST FOR SCOTLAND USA | |||||||
| 45 SCHOOL STREET 3RD FL | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| NAVAL WAR COLLEGE | |||||||
| 686 CUSHING RD | NEWPORT | RI | 02841 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| NEW ENGLAND BAPTIST HOSPITAL | |||||||
| 125 PARKER HILL AVENUE | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| PEABODY ESSEX MUSEUM | |||||||
| E INDIA SQU | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| PILGRIM OF THE UNITED STATES | |||||||
| 20 WEST 44TH STREET | NEW YORK | NY | 100366603 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| PIONEER INSTITUTE | |||||||
| 85 DEVONSHIRE STREET 8TH FL | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | 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 CHRITOPHERS SCHOOL | |||||||
| 711 SAINT CHRISTOPHERS ROAD | RICHMOND | VA | 23226 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| SAVE VENICE BOSTON | |||||||
| 134 A BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| SOCIETY OF SAINT JOHN THE EVANGELIST | |||||||
| 195 MAUJER ST | BROOKLYN | NY | 11205 | NONE | PUBLIC CHARITY | GENERAL | $250 |
| THE FOOD PROJECT | |||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| THE METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| THE MOUNT | |||||||
| 2 PLUNKETT STREET | LENOX | MA | 02140 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| TRANSATLANTIC BRIDGE | |||||||
| 308 EAST 79TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| TRINITY CHURCH | |||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| WALDORF SCHOOL | |||||||
| 739 MASSACHUSETTS AVENUE | LEXINGTON | MA | 02173 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| YOUNG AMERICAS FOUNDATION | |||||||
| 110 ELDEN STREET | HERNODON | VA | 20170 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 71292 | 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 | $39,032 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $30,856 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $69,889 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 69889 | 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 | $1,933 | Amount |
| Net Investment Income | 1933 | 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 | 750 SHS ISHARES JP MORGAN USD EMERGING MARKETS BOND FUND | NameOfBond |
| EOY Book Value | 81445 | EOYBookValue |
| EOYFMV | 83010 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (38 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 920 SHS ABBOTT LABORATORIES | 26777 | 56847 |
| 935 SHS AUTOMATIC DATA PROCESSING | 19376 | 48760 |
| 2250 SHS INTEL CORP | 41111 | 58140 |
| 580 SHS JOHNSON & JOHNSON | 16444 | 36209 |
| 775 SHS STRYKER CORP | 7098 | 39874 |
| 650 SHS COLGATE PALMOLIVE CO | 34418 | 63895 |
| 825 SHS ENCANA CORP | 19260 | 16409 |
| 912 SHS NESTLE SA SPONS ADR | 27989 | 51665 |
| 300 SHS DEVON ENERGY CORP NEW | 20715 | 17856 |
| 300 SHS EOG RESOURCES | 19926 | 29790 |
| 850 SHS RECKITT BENCKISER PLC | 39813 | 45057 |
| 1350 SHS STANDARD CHARTERED PLC | 38818 | 27199 |
| 375 SHS CORE LABORATORIES | 16929 | 47963 |
| 875 SHS HEINEKEN HOLDING NV | 40931 | 35421 |
| 750 SHS DANAHER CORP SHS BEN INT | 30902 | 38978 |
| 275 SHS UNITED TECHNOLOGIES | 19871 | 20380 |
| 1100 SHS JARDINE MATHESON HOLDINGS LTS | 34809 | 53240 |
| 5425 SHS COMPUTERSHARE LTD | 45928 | 40991 |
| 690 SHS PHILIP MORRIS INTERNATIONAL | 27396 | 58312 |
| 500 SHS ACCENTURE LTD | 20527 | 28550 |
| 1250 SHS CHURCH & DWIGHT CO | 36295 | 66550 |
| 725 SHS FISERV INC | 37065 | 48887 |
| 275 SHS PRAXAIR INC | 20666 | 29216 |
| 1750 SHS TJX COMPANIES INC | 37782 | 74305 |
| 575 SHS YUM! BRANDS | 20004 | 40457 |
| 825 SHS CENOVUS ENERGY INC | 17772 | 25930 |
| 500 SHS ECOLAB INC | 25540 | 31605 |
| 354 SHS EXXON MOBIL CORP | 19634 | 27835 |
| 50 SHS MASTERCARD INC | 13290 | 20326 |
| 325 SHS COGNIZANT TECHNOLOGY SOLUTIONS | 24194 | 18931 |
| 225 SHS CUMMINS INC | 25718 | 21814 |
| 500 SHS EMERSON ELECTRIC | 25264 | 23385 |
| 200 SHS CANADIAN NATIONAL RAILWAY | 14303 | 16388 |
| 175 SHS NOVO-NORDISK A/S ADR | 25461 | 23413 |
| 450 SHS UNILEVER PLC SPONSORED ADR | 14829 | 14211 |
| 525 SHS CSL LIMITED | 16031 | 19172 |
| 7836.208 SHS PRINCETON FUTURES STRATEGY FUND | 80000 | 73347 |
| 6962.541 IRON STRATEGIC INCOME FUND | 83240 | 77493 |
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 Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LWC FIDUCIARY ADVISORS - INVS MGMT | $5,792 | 5792 | 0 |
| LORING WOLCOTT & COOLIDGE TRUST - TAX PREP FEE | $1,125 | 0 | 1125 |
| FREDERICK D BALLOU INVESTMENT ADVISORS FEES | $3,999 | 3999 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX BAL DUE 5/31/11 | $1,743 | 0 | 0 |
| FOREIGN TAX | $1,115 | 1115 | 0 |
| ESTIMATED FEDERAL EXCISE TAX 5/31/2012 | $2,600 | 0 | 0 |
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