Civic Intelligence

Weld Foundation

990PF • Fiscal year 2011 • EIN 04-6039173

Jan 01, 2011 to Dec 31, 2011 • Filed on May 03, 2012

Lwc 230 Congress St 12fl02110-2437
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2011 filings • $5M-$10M 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

66th percentile

$10,195

Higher top officer pay than 66% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Asset Growth

52nd percentile

1.1%

Faster asset growth than 52% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$5,658,252

Up $58,824 (+1.1%) from 2010

Net Assets

Up

$5,658,252

Up $58,824 (+1.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$491,160

Down $75,383 (-13%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $5,599,428Liabilities 2010: $0Net Assets 2010: $5,599,4282010Assets 2011: $5,658,252Liabilities 2011: $0Net Assets 2011: $5,658,2522011Assets 2012: $5,868,032Liabilities 2012: $0Net Assets 2012: $5,868,0322012Assets 2013: $6,033,878Liabilities 2013: $0Net Assets 2013: $6,033,8782013Assets 2014: $6,127,888Liabilities 2014: $0Net Assets 2014: $6,127,8882014Assets 2015: $6,285,272Liabilities 2015: $0Net Assets 2015: $6,285,2722015Assets 2016: $6,113,046Liabilities 2016: $0Net Assets 2016: $6,113,0462016Assets 2017: $6,168,526Liabilities 2017: $0Net Assets 2017: $6,168,5262017Assets 2018: $6,807,087Liabilities 2018: $0Net Assets 2018: $6,807,0872018Assets 2019: $6,910,942Liabilities 2019: $0Net Assets 2019: $6,910,9422019Assets 2020: $7,181,528Liabilities 2020: $0Net Assets 2020: $7,181,5282020Assets 2021: $7,875,872Liabilities 2021: $0Net Assets 2021: $7,875,8722021Assets 2022: $7,504,641Liabilities 2022: $0Net Assets 2022: $7,504,6412022Assets 2023: $7,859,768Liabilities 2023: $0Net Assets 2023: $7,859,7682023Assets 2024: $8,277,156Liabilities 2024: $0Net Assets 2024: $8,277,1562024

Highlighted filing

2011

Assets$5,658,252
Liabilities$0
Net Assets$5,658,252

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $566,5432010Expenses 2011: $491,1602011Expenses 2012: $257,6102012Revenue 2013: $594,988Expenses 2013: $485,173Net Income 2013: $109,8152013Revenue 2014: $683,537Expenses 2014: $589,527Net Income 2014: $94,0102014Revenue 2015: $798,400Expenses 2015: $641,016Net Income 2015: $157,3842015Revenue 2016: $472,418Expenses 2016: $644,644Net Income 2016: -$172,2262016Revenue 2017: $672,405Expenses 2017: $616,925Net Income 2017: $55,4802017Revenue 2018: $1,364,836Expenses 2018: $726,275Net Income 2018: $638,5612018Revenue 2019: $927,894Expenses 2019: $824,039Net Income 2019: $103,8552019Revenue 2020: $1,167,715Expenses 2020: $892,125Net Income 2020: $275,5902020Revenue 2021: $1,653,268Expenses 2021: $963,994Net Income 2021: $689,2742021Revenue 2022: $807,199Expenses 2022: $1,178,430Net Income 2022: -$371,2312022Revenue 2023: $1,405,086Expenses 2023: $1,049,959Net Income 2023: $355,1272023Revenue 2024: $1,499,759Expenses 2024: $1,082,371Net Income 2024: $417,3882024

Highlighted filing

2011

Revenue-
Expenses$491,160
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 3, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER B LORINGTrustee-$10,195-$10,195
FREDERICK D BALLOUTrustee-$10,195-$10,195
CHARLES W PINGREETrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPINGREE SCHOOLFIELD HOUSEPUBLIC CHARITYS HAMILTON, MA, US$100,000
Paid GrantNORTH SHORE MEDICAL CENTER FOUNDATIONONCOLOGY UNIT DAVENPORT 9PUBLIC CHARITYSALEM, MA, US$50,000
Paid GrantPEABODY ESSEX MUSEUMGENERALPUBLIC CHARITYSALEM, MA, US$50,000
Paid GrantISLAND INSTITUTEISLAND FELLOWS PROGRAMPUBLIC CHARITYROCKLAND, ME, US$30,000
Paid GrantCHILDREN'S HOSPITAL BOSTONGENERALPUBLIC CHARITYBOSTON, MA, US$25,000
Paid GrantSPAULDING REHABILITATION HOSPITALGENERALPUBLIC CHARITYBOSTON, MA, US$25,000
Paid GrantTRUSTEES OF RESERVATIONSGENERALPUBLIC CHARITYBEVERLY, MA, US$25,000
Paid GrantCONSERVANCY OF SOUTHWEST FLORIDAGENERALPUBLIC CHARITYNAPLES, FL, US$25,000
Paid GrantMAINE COAST HERITAGE TRUSTGENERALPUBLIC CHARITYTOPSHAM, ME, US$20,000
Paid GrantMASSACHUSETTS GENERAL HOSPITALGENERALPUBLIC CHARITYBOSTON, MA, US$20,000
Paid GrantSCHEPENS EYE RESEARCH INSTITUTEGENERALPUBLIC CHARITYBOSTON, MA, US$20,000
Paid GrantNEW ENGLAND FORESTRY FOUNDATIONGENERALPUBLIC CHARITYLITTLETON, MA, US$15,000
Paid GrantUNITED WAY OF MASSACUSETTS BAYGENERALPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantNORTH HAVEN HISTORICAL SOCIETYGENERALPUBLIC CHARITYNORTH HAVEN, CT, US$5,000
Paid GrantNORTH HAVEN LIBRARYGENERALPUBLIC CHARITYNORTH HAVEN, ME, US$5,000
Paid GrantWINDRUSH FARM THERAPEUTIC EQUITATION INCGENERALPUBLIC CHARITYBOXFORD, MA, US$5,000
Paid GrantNORTH HAVEN SUSTAINABLE HOUSINGGENERALPUBLIC CHARITYNORTH HAVEN, ME, US$5,000
Filing and Contact Details

Filer

EIN
04-6039173
Raw XML AppendixShowing 400 of 604 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
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AccountingFeesSchedule/AccountingFees/Category0LORING, WOLCOTT & COOLIDGE TRUST LLC
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome07923
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 .5 TO 1 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 .5 TO 1 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.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.
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock04100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16875 AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23400 CHURCH & DWIGHT CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36500 CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44500 COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53100 CREE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock63600 DANAHER CORP SHS BEN INT
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock271400 BHP BILLITON PLC-ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock281200 BHP BILLITON LTD SPONSORED ADR
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock341000 NOVO-NORDISK A/S ADR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock354500 SUNCOR ENERGY INC NEW
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock374000 WOODSIDE PETROLEUM LTD
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock413100 HEINEKEN HOLDING NV
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities08553516
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation010195
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0PETER B LORING
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1FREDERICK D BALLOU
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CHARLES W PINGREE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11230 CONGRESS ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123220 FORT CHARLES DRIVE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BOSTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1BOSTON
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2FL
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QualifyingDistributions/ExpensesAndContributions0442478
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LORING WOLCOTT COOLIDGE TRUST LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06175236531
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10230 CONGRESS STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BOSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0021102437
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IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
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IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
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IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
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IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount320000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount55000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount850000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount9100000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1125000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1225000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount145000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount155000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1625000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1ISLAND FELLOWS PROGRAM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7ONCOLOGY UNIT DAVENPORT 9
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9FIELD HOUSE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution16GENERAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHILDREN'S HOSPITAL BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11ISLAND INSTITUTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12MAINE COAST HERITAGE TRUST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13MASSACHUSETTS GENERAL HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14NEW ENGLAND FORESTRY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15NORTH HAVEN HISTORICAL SOCIETY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16NORTH HAVEN LIBRARY

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.28$0.00$8.28$1.50$1.08$0.42
2023Detailed filing. Detailed filing data is available for this year.$7.86$0.00$7.86$1.41$1.05$0.36
2022Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$0.81$1.18$0.37
2021Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$1.65$0.96$0.69
2020Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$1.17$0.89$0.28
2019Detailed filing. Detailed filing data is available for this year.$6.91$0.00$6.91$0.93$0.82$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$1.36$0.73$0.64
2017Detailed filing. Detailed filing data is available for this year.$6.17$0.00$6.17$0.67$0.62$0.06
2016Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$0.47$0.64$0.17
2015Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.80$0.64$0.16
2014Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.68$0.59$0.09
2013Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.59$0.49$0.11
2012Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.26
2011Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.49
2010Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.57