M HOLT MASSEY CHARITABLE TRUST: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: M HOLT MASSEY CHARITABLE TRUST (EIN 04-6820993)
Tax period: 2010-06-01 to 2011-05-31
Filed: 2011-10-12
IRS object ID: 201102859349100505
Schema version: 2010v3.4
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	2011-10-12T15:18:34-05:00	Timestamp
Tax Period End Date	2011-05-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

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	2010-06-01	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	LORINGWOLCOTT COOLIDGE 230 CONGRESS	AddressLine1
Address Line2	ST	AddressLine2
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	2011-10-12	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

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

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1664880	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	2	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	37651	DividendsRevAndExpnss
Dividends Net Invst Incm	37651	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	103013	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	400678	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	107632	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	140665	TotalRevenueAndExpenses
Total Net Investment Income	145285	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	3944	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	3944	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	1757	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	1757	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	10870	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	9655	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	1215	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	2206	TaxesRevAndExpnss
Taxes Net Invst Incm	755	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	75	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	40	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	35	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	18852	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	16151	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	1250	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	69000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	69000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	87852	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	16151	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	70250	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	52813	ExcessOfRevenueOverExpenses
Net Investment Income	129134	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	738	CashBOY
Cash EOY	383	CashEOY
Cash EOYFMV	383	CashEOYFMV
Savings And Temp Cash Invst BOY	19000	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	232000	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	232000	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	1143689	InvestmentsCorpStockBOY
Investments Corp Stock EOY	943233	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1391584	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	0	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	40624	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	40913	InvestmentsCorpBondsEOYFMV
Total Assets BOY	1163427	TotalAssetsBOY
Total Assets EOY	1216240	TotalAssetsEOY
Total Assets EOYFMV	1664880	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	1463631	CapitalStockBOY
Capital Stock EOY	1216240	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	-300204	RetainedEarningsBOY
Retained Earnings EOY	0	RetainedEarningsEOY
Total Net Assets BOY	1163427	TotalNetAssetsBOY
Total Net Assets EOY	1216240	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1163427	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1216240	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1163427	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	52813	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	1216240	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	1216240	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	400678	GrossSalesPrice
Cost Or Other Basis	293046	CostOrOtherBasis
Gain Or Loss	107632	GainOrLoss
Gains Minus Excess Or Losses	107632	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	107632	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	67061	QualifyingDistributionsYear1
Noncharitable Assets Year1	1418716	NoncharitableAssetsYear1
Distribution Ratio Year1	0.047269	DistributionRatioYear1
Qualifying Distributions Year2	95880	QualifyingDistributionsYear2
Noncharitable Assets Year2	1360349	NoncharitableAssetsYear2
Distribution Ratio Year2	0.070482	DistributionRatioYear2
Qualifying Distributions Year3	88160	QualifyingDistributionsYear3
Noncharitable Assets Year3	1953257	NoncharitableAssetsYear3
Distribution Ratio Year3	0.045135	DistributionRatioYear3
Qualifying Distributions Year4	88955	QualifyingDistributionsYear4
Noncharitable Assets Year4	1835730	NoncharitableAssetsYear4
Distribution Ratio Year4	0.048458	DistributionRatioYear4
Qualifying Distributions Year5	92391	QualifyingDistributionsYear5
Noncharitable Assets Year5	1789299	NoncharitableAssetsYear5
Distribution Ratio Year5	0.051635	DistributionRatioYear5
Total Distribution Ratio	0.262979	TotalDistributionRatio
Average Distribution Ratio	0.052596	AverageDistributionRatio
Net Noncharitable Assets	1503197	NetNoncharitableAssets
Adjusted Noncharitable Assets	79062	AdjustedNoncharitableAssets
One Percent Net Investment Income	1291	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	80353	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	70250	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	2583	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	2583	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	2583	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	840	EstTaxPaymentsAndOverpayment
Total Credits And Payments	840	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Tax Due	1743	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	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	3944	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	1499330	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	26758	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1526088	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	1526088	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	22891	CashDeemedCharitable
Net Noncharitable Assets	1503197	NetNoncharitableAssets
Minimum Investment Return	75160	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	75160	MinimumInvestmentReturn
Tax Based On Investment Income	2583	TaxBasedOnInvestmentIncome
Total Tax	2583	TotalTax
Distributable Amount Before Adj	72577	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	72577	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	72577	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	70250	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	70250	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	70250	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	72577	DistributableAmountAsAdjusted
Undistributed Income Prior Year	68965	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	70250	QualifyingDistributions
Applied To Year1	68965	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	1285	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	71292	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 (35 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
ESPLANADE ASSOCIATION
10 DERNE STREET	BOSTON	MA	02114	NONE	PUBLIC CHARITY	EMERGENCY TREE FUND	$1,000
INDEPENDANT SCHOOL
292 GREENWICH STREET	NEW YORK	NY	10007	NONE	PUBLIC CHARITY	GENERAL	$5,000
WALDORF SCHOOL
739 MASSACHUSETTS AVENUE	LEXINGTON	MA	02173	NONE	PUBLIC CHARITY	GENERAL	$1,000
FRIENDS OF DRESDEN MUSIC FOUNDATION
168W 86TH STREET	NEW YORK	NY	10024	NONE	PUBLIC CHARITY	GENERAL	$500
BLUE RIDGE SCHOOL
273 MAYO DRIVE	ST GEORGE	VA	22935	NONE	PUBLIC CHARITY	NEW YORK AUXILLARY	$500
TRA-NEC THEODORE ROOSEVELT ASSOCIATION
121 MT VERNON	BOSTON	MA	02108	NONE	PUBLIC CHARITY	GENERAL	$1,000
ATLANTIC BRIDGE INC
100 N TRYON ST STE 4700	CHARLOTTE	NC	28202	NONE	PUBLIC CHARITY	GENERAL	$1,000
BOSTON UNIVERSITY ACADEMY
25 BUICK STREET	BOSTON	MA	02215	NONE	PUBLIC CHARITY	BOARD CONTRIBUTION	$5,000
CATO INSTITUTE
1000 MASSACHUSETTS AVE NW	WASHINGTON	DC	20001	NONE	PUBLIC CHARITY	GENERAL	$5,000
HARVARD ART MUSEUM
32 QUINCY STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	INTERNATIONAL FELLOWS MEMBERSHIP GIFTS/FOGG	$5,000
FRENCH HERITAGE SOCIETY
14 E 60TH STREET STE 605	NEW YORK	NY	10022	NONE	PUBLIC CHARITY	GENERAL	$1,000
FRIENDS OF THE LINCOLN COUNCIL OF AGING
PO BOX 143	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
MIDDLESEX SCHOOL
PO BOX 9122	CONCORD	MA	07142	NONE	PUBLIC CHARITY	ANNUAL GIFT	$1,000
MISSION HILLS MAIN STREETS
1534 TREMONT ST	ROXBURY	MA	02120	NONE	PUBLIC CHARITY	GENERAL	$1,000
NAVAL WAR COLLEGE
686 CUSHING RD	NEWPORT	RI	02841	NONE	PUBLIC CHARITY	GENERAL	$1,000
PEABODY ESSEX MUSEUM
E INDIA SQU	SALEM	MA	01970	NONE	PUBLIC CHARITY	GENERAL	$2,500
THE PILGRIMS FOUNDATION
20 W 44TH ST 508	NEW YORK	NY	10036	NONE	PUBLIC CHARITY	GENERAL	$1,000
RURAL LAND FOUNDATION
671 COLD SPRING RD	WILLIAMSTOWN	MA	01267	NONE	PUBLIC CHARITY	GENERAL	$1,000
SAVE VENICE BOSTON
134 A BRATTLE STREET	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	GENERAL	$1,000
GRACE CHURCH
254 HIGH STREET	BROOKLYN HEIGHTS	NY	11201	NONE	PUBLIC CHARITY	GENERAL	$5,000
NATIONAL TRUST FOR SCOTLAND USA
45 SCHOOL STREET 3RD FL	BOSTON	MA	02108	NONE	PUBLIC CHARITY	MASTERPIECE THEATRE SPONSORSHIP	$3,000
BOSTON ATHENAEUM
10 1/2 BEACON STREET	BOSTON	MA	02108	NONE	PUBLIC CHARITY	GENERAL	$1,000
AMERICAN FRIENDS OF THE BRITISH MUSEUM
6 WEST 48TH STREET 10TH FL	NEW YORK	NY	10036	NONE	PUBLIC CHARITY	BRITISH MUSEUM PATRON PROGRAM	$1,000
BEACON HILL CIVIC ASSOC
74 JOY STREET	BOSTON	MA	02114	NONE	PUBLIC CHARITY	GENERAL	$1,000
CLUB PASSIM
26 CHURCH STREET STE 300	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	GENERAL	$1,000
FRIENDS OF THE PUBLIC GARDENS
87 MOUNT VERNON STREET	BOSTON	MA	02108	NONE	PUBLIC CHARITY	PUPPETS ON THE COMMON	$1,500
THE METROPOLITAN OPERA
30 LINCOLN CENTER	NEW YORK	NY	10023	NONE	PUBLIC CHARITY	GENERAL	$2,500
PIONEER INSTITUTE
85 DEVONSHIRE STREET 8TH FL	BOSTON	MA	02109	NONE	PUBLIC CHARITY	GENERAL	$1,000
SOCIETY OF SAINT JOHN THE EVANGELIST
195 MAUJER ST	BROOKLYN	NY	11205	NONE	PUBLIC CHARITY	GENERAL	$1,000
SAINT COLUMBAS EPISCOPAL CHURCH
55 VAUCLUSE STREET	MIDDLETON	RI	02840	NONE	PUBLIC CHARITY	GENERAL	$2,500
THE MOUNT
2 PLUNKETT STREET	LENOX	MA	02140	NONE	PUBLIC CHARITY	GENERAL	$1,000
CENTRAL BOSTON ELDER SERVICES
812 HUNTINGTON AVE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	GENERAL	$5,000
BOSTON HARBOR ISLAND ALLIANCE
408 ATLANTIC AVE STE 228	BOSTON	MA	02110	NONE	PUBLIC CHARITY	GENERAL	$1,000
THE FOOD PROJECT
10 LEWIS STREET	LINCOLN	MA	01773	NONE	PUBLIC CHARITY	GENERAL	$1,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	69000	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

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

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$37,651	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$103,013	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$140,665	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	140665	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 OFFICE - ACCOUNTING FEES	Category
Amount	$1,757	Amount
Net Investment Income	1757	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	375 SHS ISHARES JP MORGAN USD EMERGING MARKETS BOND FUND	NameOfBond
EOY Book Value	40624	EOYBookValue
EOYFMV	40913	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (34 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
1050 SHS ABBOTT LABORATORIES	30596	54862
1025 SHS AUTOMATIC DATA PROCESSING	21241	56488
2425 SHS INTEL CORP	44399	54587
580 SHS JOHNSON & JOHNSON	16444	39028
1250 SHS PAYCHEX INC	14019	40375
775 SHS STRYKER CORP	7098	48360
650 SHS COLGATE PALMOLIVE CO	34418	56894
1075 SHS MEDTRONIC INC	46959	43752
825 SHS ENCANA CORP	19260	28133
912 SHS NESTLE SA SPONS ADR	27989	58544
300 SHS DEVON ENERGY CORP NEW	20715	25221
300 SHS EOG RESOURCES	19926	32742
575 SHS WOODSIDE PETROLEUM LTD	20934	28570
850 SHS RECKITT BENCKISER PLC	39813	48086
1350 SHS STANDARD CHARTERED PLC	38818	36175
450 SHS CORE LABORATORIES	20314	46211
875 SHS HEINEKEN HOLDING NV	40931	45851
750 SHS DANAHER CORP SHS BEN INT	30902	40897
275 SHS UNITED TECHNOLOGIES	19871	24137
1100 SHS JARDINE MATHESON HOLDINGS LTS	34809	57640
5425 SHS COMPUTERSHARE LTD	45928	54338
800 SHS PHILIP MORRIS INTERNATIONAL	32493	57400
500 SHS ACCENTURE LTD	20527	28695
1800 SHS ABB LTD	40161	48420
675 SHS CHURCH & DWIGHT CO	39275	56767
725 SHS FISERV INC	37065	46777
275 SHS PRAXAIR INC	20666	29106
875 SHS TJX COMPANIES INC	37782	46392
575 SHS YUM! BRANDS	20004	31809
825 SHS CENOVUS ENERGY INC	17772	30599
500 SHS ECOLAB INC	25540	27440
354 SHS EXXON MOBIL CORP	19634	29548
450 SHS LIFE TECHNOLOGIES CORP	23640	23387
50 SHS MASTERCARD INC	13290	14353

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	40	40	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	$5,711	5711	0
LORING WOLCOTT & COOLIDGE OFFICE - TAX PREP FEE	$1,215	0	1215
FREDERICK D BALLOU INVESTMENT ADVISORS FEES	$3,944	3944	0

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FEDERAL EXCISE TAX BAL DUE 5/31/10	$611	0
FOREIGN TAX	$755	755
ESTIMATED FEDERAL EXCISE TAX 5/31/2011	$840	0

M HOLT MASSEY CHARITABLE TRUST: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanation

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (34 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

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