Civic Intelligence

Mary E Wood Foundation Nathaniel S Coolidge Et Al Trustees

990PF • Fiscal year 2023 • EIN 04-6027441

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

Lwc 230 Congress St 12flBoston, MA 02110

(617) 523-6531

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

17th percentile

-35%

Higher net margin than 17% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$3,349

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

42nd percentile

-3.3%

Faster asset growth than 42% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

40%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$248,090

Down $8,484 (-3.3%) from 2022

Net Assets

Down

$248,090

Down $8,484 (-3.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$26,012

Up $7,417 (+40%) from 2022

Expenses

Up

$35,110

Up $725 (+2.1%) from 2022

Net Income

Up

-$9,098

Up $6,692 (+42%) from 2022

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $250,025Liabilities 2010: $0Net Assets 2010: $250,0252010Assets 2011: $238,940Liabilities 2011: $0Net Assets 2011: $238,9402011Assets 2012: $231,108Liabilities 2012: $12012Assets 2013: $239,188Liabilities 2013: $0Net Assets 2013: $239,1882013Assets 2014: $240,817Liabilities 2014: $0Net Assets 2014: $240,8172014Assets 2015: $245,371Liabilities 2015: $0Net Assets 2015: $245,3712015Assets 2016: $252,506Liabilities 2016: $0Net Assets 2016: $252,5062016Assets 2017: $246,607Liabilities 2017: $0Net Assets 2017: $246,6072017Assets 2018: $272,855Liabilities 2018: $0Net Assets 2018: $272,8552018Assets 2019: $293,757Liabilities 2019: $0Net Assets 2019: $293,7572019Assets 2020: $249,336Liabilities 2020: $0Net Assets 2020: $249,3362020Assets 2021: $272,879Liabilities 2021: $0Net Assets 2021: $272,8792021Assets 2022: $256,574Liabilities 2022: $0Net Assets 2022: $256,5742022Assets 2023: $248,090Liabilities 2023: $0Net Assets 2023: $248,0902023Assets 2024: $250,961Liabilities 2024: $0Net Assets 2024: $250,9612024

Highlighted filing

2023

Assets$248,090
Liabilities$0
Net Assets$248,090

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $14,9132010Expenses 2011: $16,9982011Revenue 2012: $10,329Expenses 2012: $18,161Net Income 2012: -$7,8322012Revenue 2013: $26,796Expenses 2013: $18,759Net Income 2013: $8,0372013Revenue 2014: $23,630Expenses 2014: $22,001Net Income 2014: $1,6292014Revenue 2015: $27,466Expenses 2015: $23,038Net Income 2015: $4,4282015Revenue 2016: $35,556Expenses 2016: $28,414Net Income 2016: $7,1422016Revenue 2017: $12,348Expenses 2017: $18,387Net Income 2017: -$6,0392017Revenue 2018: $52,884Expenses 2018: $26,748Net Income 2018: $26,1362018Revenue 2019: $50,326Expenses 2019: $29,119Net Income 2019: $21,2072019Revenue 2020: -$16,592Expenses 2020: $27,829Net Income 2020: -$44,4212020Revenue 2021: $56,185Expenses 2021: $32,642Net Income 2021: $23,5432021Revenue 2022: $18,595Expenses 2022: $34,385Net Income 2022: -$15,7902022Revenue 2023: $26,012Expenses 2023: $35,110Net Income 2023: -$9,0982023Revenue 2024: $32,460Expenses 2024: $29,536Net Income 2024: $2,9242024

Highlighted filing

2023

Revenue$26,012
Expenses$35,110
Net Income-$9,098
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS APPLETONTrustee-$3,349-$3,349
LEWIS P RUTHERFURDTrustee-$0--
CHENGZHI WANGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mary E Wood Foundation
EIN
04-6027441
Phone
6175236531
Address
LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110

Signing Officer

Name
Thomas Appleton
Title
Trustee
Phone
6175236531
Signed
2024-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Loring Wolcott & Coolidge Trust LLC
Address
230 CONGRESS STREET, BOSTON, MA 02110-2437
Preparer
Michael Steinberg
Phone
6175236531
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0C/O LWC 230 CONGRESS ST 12TH FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1141 BUENA VISTA EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2COLUMBIA UNIVERSITY 307M KENT HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210027
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt030232
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt030232
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LORING WOLCOTT COOLIDGE TRUST LLC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0230 CONGRESS STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd002110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06175236531
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER - CONSULT ABOVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THOMAS R APPLETON LORING WOLCOTT CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06175236531
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0230 CONGRESS STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GEOGRAPHICAL AREA: ASIA CHARITABLE FIELDS: LIBRARY/EDUCATIONAL/INSTITUTIONAL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LIBRARY ASSOCIATION OF CHINA (BEIJING)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LIBRARY ASSOCIATION OF CHINA (TAIWAN)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt033 ZHONGGUANCUN NANDAJIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt120 CHUNGSHAN SOUTH ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0BEIJING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm1TAIPEI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0CH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd1TW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd00086-10-88544103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd110001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0FOREIGN CHARITABLE O
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1FOREIGN CHARITABLE O
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025528
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04704
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt025528
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt027728
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030232
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt023024
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt025528
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMM OF MA FORM PC FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0614
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK - TAX ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12089
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LORING WOLCOTT & COOLIDGE - TAX PREPARATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LWC FIDUCIARY ADVISORS FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11044
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11045
TaxesSchedule/TaxesDetail/Amt0209
TaxesSchedule/TaxesDetail/Amt10
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0209
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS APPLETON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175236531
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY E WOOD FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0THOMAS R APPLETON ET AL TRUSTEES
ReturnHeader/Filer/BusinessNameControlTxt0WOOD
ReturnHeader/Filer/EIN0046027441
ReturnHeader/Filer/PhoneNum06175236531
ReturnHeader/Filer/USAddress/AddressLine1Txt0LWC 230 CONGRESS ST 12FL
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273396508
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LORING WOLCOTT & COOLIDGE TRUST LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 CONGRESS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0021102437
ReturnHeader/PreparerPersonGrp/PhoneNum06175236531
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL STEINBERG
ReturnHeader/ReturnTs02024-10-29T14:46:48-05:00
ReturnHeader/ReturnTypeCd0990PF

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.32$0.30$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.26$0.35$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.19$0.34$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.56$0.33$0.24
2020Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.17$0.28$0.44
2019Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.50$0.29$0.21
2018Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.53$0.27$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.12$0.18$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.36$0.28$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.27$0.23$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.24$0.22$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.27$0.19$0.08
2012Summary only. Only limited summary data is available for this year.$2.31$0.00$0.10$0.18$0.08
2011Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.15