TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TR UW HELEN F KIMBALL C/O LORING WOLCOTT & COOLIDGE OFF (EIN 04-6061028)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2011-10-12
- IRS object ID
- 201102859349100605
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-12T15:18:15-05:00 | 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 | 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 | LORING WOLCOTT COOLIDGE 230 | AddressLine1 |
| Address Line2 | CONGRESS S | AddressLine2 |
| 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 | 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 | 3451789 | 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 | 126 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 112 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 68212 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 68212 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 215130 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 530132 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 215130 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 17 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 283485 | TotalRevenueAndExpenses |
| Total Net Investment Income | 283454 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 14533 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3389 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 11144 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3363 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3363 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 11649 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 10524 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1125 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6837 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2002 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1147 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1147 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 598 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 163 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 435 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 38127 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 19441 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 13851 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 132500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 132500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 170627 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 19441 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 146351 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 112858 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 264013 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 825 | CashBOY |
| Cash EOY | 826 | CashEOY |
| Cash EOYFMV | 826 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 141000 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 33000 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 33000 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 39986 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 2130408 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2300876 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3327670 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 90375 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 90293 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2312219 | TotalAssetsBOY |
| Total Assets EOY | 2425077 | TotalAssetsEOY |
| Total Assets EOYFMV | 3451789 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2382686 | CapitalStockBOY |
| Capital Stock EOY | 2498357 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -70467 | RetainedEarningsBOY |
| Retained Earnings EOY | -73280 | RetainedEarningsEOY |
| Total Net Assets BOY | 2312219 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2425077 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2312219 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2425077 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2312219 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 112858 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2425077 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2425077 | 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 | 529840 | 315002 | 214838 | 214838 |
| CAPITAL GAINS DIVIDENDS | P | 292 | 292 | 292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 215130 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 141308 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2955412 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047813 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 196796 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2821852 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.069740 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 183359 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4027423 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045528 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 184098 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3843710 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047896 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 180571 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3760067 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.048023 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.259000 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051800 | AverageDistributionRatio |
| Net Noncharitable Assets | 3168013 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 164103 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2640 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 166743 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 146351 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5280 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5280 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5280 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2640 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2640 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 2640 | 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 | 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 | 4841 | 0 | 0 | |
| CHARLES K CUMMINGS III | |||||||||
| 1625 WEST SOUTH STREET | KALAMAZOO | MI | 49006 | TRUSTEE | 1.00 | 4846 | 0 | 0 | |
| PAUL PARRAVANO | |||||||||
| MIT GOVT RELATIONS RM 11-245 77 | CAMBRIDGE | MA | 02139 | TRUSTEE | 1.00 | 4846 | 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 | 3151106 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 65151 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3216257 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3216257 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 48244 | CashDeemedCharitable |
| Net Noncharitable Assets | 3168013 | NetNoncharitableAssets |
| Minimum Investment Return | 158401 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 158401 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 5280 | TaxBasedOnInvestmentIncome |
| Total Tax | 5280 | TotalTax |
| Distributable Amount Before Adj | 153121 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 153121 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 153121 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 146351 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 146351 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 146351 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 153121 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 132248 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 146351 | QualifyingDistributions |
| Applied To Year1 | 132248 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14103 | 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 | 139018 | 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 |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | C-F DAVID BOIT | RecipientName |
Recipient US Address RecipientUSAddress
| 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) |
|---|---|---|
| Recipient Phone Number | 6175236531 | RecipientPhoneNumber |
| Form And Info And Materials | BY LETTER | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | MEETINGS, LECTURES AND OTHER FORMS OF EDUCATION AND INFORMATION THAT WILL TEND TO IMPROVE GENERAL KNOWLEDGE OF OUR NATIONAL HISTORY, CONDITIONS, GOVERNMENT AND STANDARDS OF GOOD CITIZENSHIP. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BELLESINI OSA ACADEMY | |||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01840 | NONE | PUBLIC CHARITY | AFTER SCHOOL PROGRAM | $5,000 |
| BOSTON DEBATE LEAGUE | |||||||
| 263 SUMMER STREET | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | SHORT TERM OBJECTIVES | $3,000 |
| BOSTON LEARNING CENTER | |||||||
| 208 ASHMONT STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | EXPAND THE SALSA PROGRAM | $3,000 |
| BOTTOM LINE | |||||||
| 500 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | COLLEGE ACCESS PROGRAM | $5,000 |
| BREAKTHROUGH CAMBRIDGE | |||||||
| PO BOX 381486 | CAMBRIDGE | MA | 02238 | NONE | PUBLIC CHARITY | PROJECT SUPPORT | $6,000 |
| BRIDGE FUND OF MASSACHUSETTS INC | |||||||
| 223 NEEDHAM STREET | NEWTON | MA | 02464 | NONE | PUBLIC CHARITY | PROGRAM SUPPPORT | $3,000 |
| BUILDING BLOCKS OF KALAMAZOO | |||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | NONE | PUBLIC CHARITY | PROJECT SUPPORT | $7,000 |
| CAMBRIDGE CENTER FOR ADULT EDUCATION | |||||||
| PO BOX 9113 | CAMBRIDGE | MA | 02238 | NONE | PUBLIC CHARITY | PROGRAM SUPPPORT | $2,500 |
| CAMBRIDGE COMMUNITY CENTER | |||||||
| 5 CALLENDER STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | OUT OF SCHOOL TIME AND CAMP PROGRAMS | $4,000 |
| CAREER COLLABORATIVE INC | |||||||
| 711 ATLANTIC AVENEUE SUITE B2 | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | JOB READINESS AND JOB SEARCH PROGRAM | $4,000 |
| CITY ON THE HILL CHARTER PUBLIC SCHOOL | |||||||
| 58 CIRCUIT STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | THE COAH COLLEGE PREP PROGRAM | $5,000 |
| COMMUNITY ART CENTER INC | |||||||
| 119 WINDSOR STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | PROGRAM SUPPPORT | $3,000 |
| COMMUNITY CHARTER SCHOOL OF CAMBRIDGE | |||||||
| 245 BENT STREET | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | SUMMER PROGRAMS | $7,000 |
| COMMUNITY EDUCATION CENTER | |||||||
| 119 LONDON STREET | EAST BOSTON | MA | 02128 | NONE | PUBLIC CHARITY | NEWCOMER YOUTH PROGRAM | $3,000 |
| ELLIS MEMORIAL AND ELDREDGE HOUSE INC | |||||||
| 95 BERKELEY STREET | BOSTON | MA | 02117 | NONE | PUBLIC CHARITY | YOUTH DEVELOPMENT PROGRAMS | $2,000 |
| JFY NETWORKS | |||||||
| 125 TREMONT STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | PROGRAM SUPPPORT | $9,000 |
| JUST A START CORPORATION | |||||||
| 432 COLUMBIA STREET 2 | CAMBRIDGE | MA | 02141 | NONE | PUBLIC CHARITY | PROGRAM SUPPPORT | $12,000 |
| LITERACY CONNECTION | |||||||
| 637 CAMBRIDGE STREET | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,000 |
| MARGARET FULLER NEIGHBORHOOD HOUSES INC | |||||||
| 71 CHERRY STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | TECHNOLOGY INITIATIVES | $6,000 |
| MIT SATURDAY ENGINEERING ENRICHMENT AND DISCOVERY ACADEMY | |||||||
| 77 MASSACHUSETTS AVENEUE RM E19-613 | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | EDUCATIONAL OPPORTUNITY PROGRAMS | $5,000 |
| NATIONAL BRAILLE PRESS INC | |||||||
| 88 SAINT STEPHEN STREET | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | PROGRAM SUPPPORT | $6,000 |
| PHILLIPS BROOKS HOUSE ASSOCIATION INC | |||||||
| ONE NORTH HARVARD YARD | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | SUMMER URBAN PROGRAM | $2,000 |
| PHOENIX CHARTER ACADEMY | |||||||
| 59 NICHOLS STREET | CHELSEA | MA | 02151 | NONE | PUBLIC CHARITY | SUMMER PHOENIX AMERICORPS FELLOWS INSTITUTE | $8,000 |
| SOUTH BOSTON NEIGHBORHOOD HOUSE | |||||||
| 136 H STREET | SOUTH BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | ADOLESCENT SERVICES AND PROGRAMS | $3,000 |
| STRIVE BOSTON EMPLOYMENT SERVICES INC | |||||||
| 651 WASHINGTON STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| UNDERWOOD STRYKER INSTITUTE FOR SERVICE-LEARNING | |||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | NONE | PUBLIC CHARITY | STUDENT SERVICES | $9,000 |
| STEPS TO SUCCESS | |||||||
| 19 KENNARD ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | NEW COLLEGE SUCCESS PROGRAM | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 132500 | 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 | $126 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $68,212 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $215,130 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE REFUND 2010 | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $17 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $283,485 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 283485 | 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 | $3,363 | Amount |
| Net Investment Income | 3363 | 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 | 8,360.488 VANGUARD SHORT-TERM INVESTMENT GRADE ADM | NameOfBond |
| EOY Book Value | 90375 | EOYBookValue |
| EOYFMV | 90293 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (40 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1,600 ABBOT LABORATORIES | 42045 | 83600 |
| 425 AIR PRODUCTS & CHEMICALS INC | 31068 | 40413 |
| 100 APPLE COMPUTER INC | 12748 | 34783 |
| 1,222 CISCO SYSTEMS | 7128 | 20530 |
| 1,040 COLGATE PALMOLIVE CO | 13754 | 91031 |
| 2,125 DANAHER CORP SHS BEN INT | 89946 | 115876 |
| 1,000 EMERSON ELECTRIC CO | 49813 | 54550 |
| 110 GOOGLE INC | 47412 | 58192 |
| 825 MEDTRONIC INC | 29003 | 33578 |
| 1,175 OCCIDENTAL PETROLEUM CORP | 42183 | 126724 |
| 1,475 PEPSICO INC | 64953 | 104902 |
| 900 PROCTER & GAMBLE CO | 50681 | 60300 |
| 1,600 QUALCOMM INC | 42984 | 93744 |
| 875 SCHLUMBERGER LTD | 55561 | 75005 |
| 2,350 STAPLES INC | 56038 | 39527 |
| 1,700 STATE STREET CORP | 67539 | 77809 |
| 2,125 STRYKER CORP | 6806 | 132600 |
| 1,400 UNITED TECHNOLOGIES | 107110 | 122878 |
| 3,025 ENCANA CORP | 77744 | 103153 |
| 1.450 INFOSYS TECHNOLOGIES | 60405 | 89538 |
| 3,437 NESTLE SA SPONS ADR FOR REG | 112489 | 220631 |
| 2,550 SUNCOR ENERGY INC | 50069 | 106845 |
| 2,125 WOODSIDE PETROLEUM LTD | 102197 | 105584 |
| 2,150 RECKITT BENCKISER GROUP PLC | 98995 | 121629 |
| 3,525 STANDARD CHARTERED PLC | 86145 | 94456 |
| 2,375 HEINEKEN HOLDING NV | 102143 | 124452 |
| 6,250 COMPUTERSHARE LTD | 49776 | 62601 |
| 1,475 ADOBE SYSTEMS INC | 33571 | 51079 |
| 4,625 ABB LTD | 83461 | 124413 |
| 975 FISERV INC | 49554 | 62907 |
| 1,050 MCDONALDS CORP | 69536 | 85617 |
| 600 PRAXAIR INC | 49085 | 63504 |
| 2,800 JARDINE MATHESON HOLDINGS LTD | 83494 | 146720 |
| 625 CREE INC | 31199 | 27431 |
| 625 L-3 COMMUNICATIONS HOLDINGS | 51065 | 51031 |
| 475 MASTERCARD INC | 112500 | 136349 |
| 825 MEDCO HEALTH SOLUTIONS INC | 50491 | 49385 |
| 1,000 TJX COMPANIES INC | 49621 | 53020 |
| 950 TEVA PHARMACEUTICAL INDS LTD ADR | 50264 | 48355 |
| 3,675 DAIRY FARM INTL HOLDINGS LTS | 30300 | 32928 |
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 53RD | 400 | 0 | 400 |
| COMM OF MA FORM PC ANNUAL REPORT FILING FEE | 35 | 0 | 35 |
| AGENT FEE | 163 | 163 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE REFUND 2010 | Description |
| Revenue And Expenses Per Books | 17 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 17 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LWC FIDUCIARY ADVISORS | $10,524 | 10524 | 0 |
| LORING WOLCOTT & COOLIDGE OFFICE - TAX PREP FEES | $1,125 | 0 | 1125 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX BAL DUE 5/31/10 | $2,195 | 0 | 0 |
| FOREIGN TAX | $2,002 | 2002 | 0 |
| ESTIMATED FEDERAL EXCISE TAX 5/31/2011 | $2,640 | 0 | 0 |
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