Civic Intelligence

The Shane Foundation 15009232

990PF • Fiscal year 2011 • EIN 04-3014763

Jan 01, 2011 to Dec 31, 2011 • Filed on May 10, 2012

Organization Profile
Lwc 230 Congress St 12fl02110
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

72nd percentile

$2,262

Higher top officer pay than 72% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

56th percentile

1.5%

Faster asset growth than 56% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$883,628

Up $13,376 (+1.5%) from 2010

Net Assets

Up

$883,628

Up $68,376 (+8.4%) from 2010

Liabilities

Down

$0

Down $55,000 (-100%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$99,438

Up $19,312 (+24%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $870,252Liabilities 2010: $55,000Net Assets 2010: $815,2522010Assets 2011: $883,628Liabilities 2011: $0Net Assets 2011: $883,6282011Assets 2012: $891,588Liabilities 2012: $0Net Assets 2012: $891,5882012Assets 2013: $803,960Liabilities 2013: $0Net Assets 2013: $803,9602013Assets 2014: $771,365Liabilities 2014: $0Net Assets 2014: $771,3652014Assets 2015: $659,855Liabilities 2015: $0Net Assets 2015: $659,8552015Assets 2016: $674,819Liabilities 2016: $0Net Assets 2016: $674,8192016Assets 2017: $663,655Liabilities 2017: $0Net Assets 2017: $663,6552017Assets 2018: $675,995Liabilities 2018: $0Net Assets 2018: $675,9952018Assets 2019: $634,551Liabilities 2019: $0Net Assets 2019: $634,5512019Assets 2020: $656,497Liabilities 2020: $0Net Assets 2020: $656,4972020Assets 2021: $705,028Liabilities 2021: $0Net Assets 2021: $705,0282021Assets 2022: $623,545Liabilities 2022: $0Net Assets 2022: $623,5452022Assets 2023: $647,763Liabilities 2023: $0Net Assets 2023: $647,7632023Assets 2024: $993,470Liabilities 2024: $0Net Assets 2024: $993,4702024

Highlighted filing

2011

Assets$883,628
Liabilities$0
Net Assets$883,628
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $80,1262010Expenses 2011: $99,4382011Expenses 2012: $104,4562012Revenue 2013: $35,463Expenses 2013: $123,700Net Income 2013: -$88,2372013Revenue 2014: $113,836Expenses 2014: $146,330Net Income 2014: -$32,4942014Revenue 2015: $26,281Expenses 2015: $137,878Net Income 2015: -$111,5972015Revenue 2016: $130,047Expenses 2016: $115,083Net Income 2016: $14,9642016Revenue 2017: $86,795Expenses 2017: $97,959Net Income 2017: -$11,1642017Revenue 2018: $115,000Expenses 2018: $103,660Net Income 2018: $11,3402018Revenue 2019: $66,716Expenses 2019: $107,166Net Income 2019: -$40,4502019Revenue 2020: $129,827Expenses 2020: $106,879Net Income 2020: $22,9482020Revenue 2021: $169,910Expenses 2021: $119,740Net Income 2021: $50,1702021Revenue 2022: $34,991Expenses 2022: $116,474Net Income 2022: -$81,4832022Revenue 2023: $112,437Expenses 2023: $88,844Net Income 2023: $23,5932023Revenue 2024: $569,554Expenses 2024: $223,847Net Income 2024: $345,7072024

Highlighted filing

2011

Revenue-
Expenses$99,438
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GILBERT M RODDY JRTrustee-$2,262-$2,262
JOHN A SHANETrustee-$0--
NANCY M SHANETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMERICAN REPERTORY THEATREGENERALPUBLIC CHARITYCAMBRIDGE, MA, US$5,000
Paid GrantBOSTON BALLETGENERALPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantMISS HALL'S SCHOOLGENERALPUBLIC CHARITYPITTSFIELD, MA, US$5,000
Paid GrantOBERLIN COLLEGEGENERALPUBLIC CHARITYOBERLIN, OH, US$5,000
Paid GrantBOSTON SYMPHONY ORCHESTRAGENERALPUBLIC CHARITYBOSTON, MA, US$3,000
Paid GrantMUSEUM OF FINE ARTSGENERALPUBLIC CHARITYBOSTON, MA, US$3,000
Paid GrantBOSTON BIOMEDICAL RESEARCH INSTITUTEGENERALPUBLIC CHARITYWATERTOWN, MA, US$2,500
Paid GrantBRIGHAM AND WOMEN'S HOSPITALGENERALPUBLIC CHARITYBOSTON, MA, US$2,500
Paid GrantCONCORD ACADEMYGENERALPUBLIC CHARITYCONCORD, MA, US$2,500
Paid GrantENDICOTT COLLEGEGENERALPUBLIC CHARITYBEVERLY, MA, US$2,500
Paid GrantMILL REEF FUNDGENERALPUBLIC CHARITYMARION, MA, US$2,500
Paid GrantMUSEUM OF SCIENCEGENERALPUBLIC CHARITYBOSTON, MA, US$2,500
Paid GrantOLD FARM INNGENERALPUBLIC CHARITYROCKPORT, MA, US$2,500
Paid GrantWELLESLEY COLLEGEGENERALPUBLIC CHARITYWELLESLEY, MA, US$2,500
Paid GrantWENHAM MUSEUMGENERALPUBLIC CHARITYWENHAM, MA, US$2,500
Paid GrantLAHEY CLINICGENERALPUBLIC CHARITYBURLINGTON, MA, US$2,000
Paid GrantMASS GENERAL HOSPITALGENERALPUBLIC CHARITYBOSTON, MA, US$2,000
Paid GrantALZHEIMERS FUNDGENERALPUBLIC CHARITYWELLESLEY HILLS, MA, US$1,500
Paid GrantHOLT-ELWELL MRM FOUNDATION - MOWGLISGENERALPUBLIC CHARITYHEBRON, NH, US$1,500
Paid GrantUNIVERSITY OF TEXASGENERALPUBLIC CHARITYPORT ARANSAS, TX, US$1,500
Paid GrantBEST FRIENDS ANIMAL SANCTUARYGENERALPUBLIC CHARITYKANAB, UT, US$1,000
Paid GrantBETH ISRAEL DEACONESS MEDICAL CENTERGENERALPUBLIC CHARITYBOSTON, MA, US$1,000
Paid GrantCAPE ANN ANIMAL AIDGENERALPUBLIC CHARITYGLOUCESTER, MA, US$1,000
Paid GrantFRIENDS OF THE PUBLIC GARDENGENERALPUBLIC CHARITYBOSTON, MA, US$1,000
Paid GrantHARVARD UNIVERSITYGENERALPUBLIC CHARITYCAMBRIDGE, MA, US$1,000
Paid GrantHOSPICE OF THE NORTH SHOREGENERALPUBLIC CHARITYDANVERS, MA, US$1,000
Paid GrantLUPUS FOUNDATION OF NEW ENGLANDGENERALPUBLIC CHARITYFRAMINGHAM, MA, US$1,000
Paid GrantMSCPAGENERALPUBLIC CHARITYBOSTON, MA, US$1,000
Paid GrantNANTUCKET HISTORICAL ASSOCIATIONGENERALPUBLIC CHARITYNANTUCKET, MA, US$1,000
Paid GrantNOTRE DAME CHIDLRENS CLASSGENERALPUBLIC CHARITYWENHAM, MA, US$1,000
Paid GrantOUTWARD BOUND JAPAN EARTHQUAKE APPEALOUTWARD BOUND JAPAN EARTHQUAKE RELIEF FUNDPUBLIC CHARITY EQUIVSHINJUKU, JA$1,000
Paid GrantPEABODY ESSEX MUSEUMGENERALPUBLIC CHARITYSALEM, MA, US$1,000
Paid GrantPRINCETON UNIVERSITYGENERALPUBLIC CHARITYPRINCETON, NJ, US$1,000
Paid GrantSTEPPINGSTONE FOUNDATIONGENERALPUBLIC CHARITYBOSTON, MA, US$1,000
Paid GrantTUFTS NEW ENGLAND MEDICAL CENTERGENERALPUBLIC CHARITYBOSTON, MA, US$1,000
Paid GrantWBURGENERALPUBLIC CHARITYBOSTON, MA, US$1,000
Paid GrantWILDLIFE CONSERVATION SOCIETYGENERALPUBLIC CHARITYBRONX, NY, US$1,000
Paid GrantZAMORANOALISON BIXBY STONE SCHOOLPUBLIC CHARITYWASHINGTON, DC, US$500
Paid GrantBAT CONVSERVATION INTERNATIONALGENERALPUBLIC CHARITYAUSTIN, TX, US$500
Paid GrantFRENCH CULTURAL CENTERGENERALPUBLIC CHARITYBOSTON, MA, US$500
Paid GrantMASS AUDUBONGENERALPUBLIC CHARITYBEVERLY, MA, US$500
Paid GrantMONTSERRAT COLLEGE OF ARTGENERALPUBLIC CHARITYBEVERLY, MA, US$500
Paid GrantNEW ENGLAND AQUARIUMGENERALPUBLIC CHARITYBOSTON, MA, US$500
Paid GrantNEW ENGLAND WILD FLOWER SOCIETYGENERALPUBLIC CHARITYFRAMINGHAM, MA, US$500
Paid GrantNORTHEAST ANIMAL SHELTERGENERALPUBLIC CHARITYSALEM, MA, US$500
Paid GrantPLANNED PARENTHOODGENERALPUBLIC CHARITYNEW YORK, NY, US$500
Paid GrantWGBHGENERALPUBLIC CHARITYBOSTON, MA, US$500
Filing and Contact Details

Filer

EIN
04-3014763
Raw XML AppendixShowing 400 of 975 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/Amount01104
AccountingFeesSchedule/AccountingFees/Category0LORING WOLCOTT & COOLIDGE TRUST LLC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01104
GeneralExplanationAttachment/GeneralExplanation/Explanation0990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE TRUSTEE/S MANAGING THE AFFAIRS OF THEFOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR990PF REPORTING PURPOSES, AN ESTIMATE OF 1 TO 1.5 HOURS PERWEEK HAS BEEN INDICATED. THE TRUSTEE/S ARE PROFESSIONALFIDUCIARIES WHO MANAGE A NUMBER OF TRUST/FOUNDATIONRELATIONSHIPS AND WHO EMPLOY ACCOUNTING, SUPPORT AND TAXCOMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAIDRELATIONSHIPS. THE 1 TO 1.5 HOUR TIME NOTED REFLECTS ANESTIMATE OF THE TIME SPENT BY THE NAMED TRUSTEE/S AS WELL ASTHEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFERFROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR.
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue078766
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV086426
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond09475.781 VANGUARD SHORT-TERM INVESTMENT GRADE ADM
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1919884
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2046799
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3129629
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV329793
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0550 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1700 AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2124 BERKSHIRE HATHAWAY INC B SHARES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3350 CHURCH & DWIGHT CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4400 CONOCOPHILLIPS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5175 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6350 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7100 INTL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8400 INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9125 LIFE TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10100 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11525 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12400 MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13225 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14525 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15675 PHILIP MORRIS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16275 PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17480 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18375 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19400 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20725 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21525 ABB LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22225 CANADIAN NATIONAL RAILWAY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23850 AMBEV (COMPANHIA DE BEBIDAS) ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24350 ENCANA CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25600 ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26750 NESTLE SA SPONS ADR FOR REG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27500 NOVARTIS AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28700 SUNCOR ENERGY INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29550 JARDINE MATHESON HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30525 RECKITT BENCKISER GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31725 HEINEKEN HOLDING NV
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32300 CSL LIMITED
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0TECHNOLOGY VENTURE PARTNERS LP
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV098486
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount022286
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0145278
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount04
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0167568
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0276754
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IRS990PF/BalanceSheets/CashBOY0113
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV061998
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV01068575
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0870252
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IRS990PF/BalanceSheets/TotalNetAssetsEOY0883628
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0145278
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis08428
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis157
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis2275
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis395
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis461852
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis58055
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis68198
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis74553
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis811772
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis95507
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis109370
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1113314
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02010-04-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12010-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32011-03-23
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42009-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52008-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62009-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72007-02-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired81995-07-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92008-05-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102008-09-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112009-08-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122009-04-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired132008-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142008-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-01-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-04-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-04-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-07-26
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold132011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold142011-12-31
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15.283 SHARES OF VANGUARD SHORT-TERM INVESTMENT GRADE ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset225.577 SHARES OF VANGUARD SHORT-TERM INVESTMENT GRADE ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset38.82 SHARES OF VANGUARD SHORT-TERM INVESTMENT GRADE ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4635 SHARES OF ISHARES BARCLAYS TRES TIPS ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5RECEIPT OF CASH FROM AMERICAN INTL GROUP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6450 SHARES OF CISCO SYSTEMS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7125 SHARES OF CONOCOPHILLIPS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8275 SHARES OF JOHNSON & JOHNSON
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9150 SHARES OF DIAGEO PLC SPONSORED ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1075 SHARES OF DIAGEO PLC SPONSORED ADR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11125 SHARES OF L-3 COMMUNICATIONS HOLDINGS INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset121353.078 SHARES OF VANGUARD SHORT-TERM INVESTMENT GRADE ADM
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset13RECEIPT OF CASH FROM MARSH & MCLENNAN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14TECHNOLOGY VENTURE PARTNERS LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15CAPITAL GAINS DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses068130
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0246
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0883628
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0815252
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0883628
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted052800
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj052800
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01502
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01082
IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances048262
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01054314
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01102576
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JOHN A SHANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1NANCY M SHANE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2GILBERT M RODDY JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1013 ESSEX STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1110 CHARLES DAVIS DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12230 CONGRESS STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SOUTH HAMILTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1WENHAM
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode001982
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode101984
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode202110
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets080051
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.073709
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.053308
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.093994
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.088550
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear20992073
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401701943
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501617882
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions082114
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1063085
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2052885
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30101185
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40159972
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50143264
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.368545
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions080612
IRS990PF/QualifyingDistributions/ExpensesAndContributions082114
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01502
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions082114
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LORING WOLCOTT COOLIDGE TRUST LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06175236531

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$883,628
Liabilities
$0
Net assets
$883,628
Revenue
-
Expenses
$99,438
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$5.70$2.24$3.46
2023Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$1.12$0.89$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.24$0.00$6.24$0.35$1.16$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.00$7.05$1.70$1.20$0.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.56$0.00$6.56$1.30$1.07$0.23
2019Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.67$1.07$0.40
2018Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$1.15$1.04$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.87$0.98$0.11
2016Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$1.30$1.15$0.15
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.60$0.00$6.60$0.26$1.38$1.12
2014Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$1.14$1.46$0.32
2013Detailed filing. Detailed filing data is available for this year.$8.04$0.00$8.04$0.35$1.24$0.88
2012Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$1.04
2011Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.99
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.70$0.55$8.15$0.80
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • $500k-$1M nonprofits