Civic Intelligence

The Loring Wolcott & Coolidge Charitable Trust

EIN 04-6108814 • Boston, MA

Pub. 78 Eligible
Lwc 230 Congress Street 12flBoston, MA 02110
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

41st percentile

-2.4%

Higher net margin than 41% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

54th percentile

-0.1%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

39%

Faster revenue growth than 80% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$4,256

Down $5 (-0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$4,256

Down $5 (-0.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin41st percentile

Revenue

Up

$210

Up $59 (+39%) from 2023

Expenses

Down

$215

Down $2 (-0.9%) from 2023

Net Income

Up

-$5

Up $61 (+92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $5,603Liabilities 2010: $0Net Assets 2010: $5,6032010Assets 2011: $505,557Liabilities 2011: $0Net Assets 2011: $505,5572011Assets 2012: $11,716Liabilities 2012: $02012Assets 2013: $6,085Liabilities 2013: $02013Assets 2014: $6,052Liabilities 2014: $0Net Assets 2014: $6,0522014Assets 2015: $5,931Liabilities 2015: $0Net Assets 2015: $5,9312015Assets 2016: $5,742Liabilities 2016: $0Net Assets 2016: $5,7422016Assets 2017: $5,471Liabilities 2017: $0Net Assets 2017: $5,4712017Assets 2018: $5,253Liabilities 2018: $0Net Assets 2018: $5,2532018Assets 2019: $5,324Liabilities 2019: $0Net Assets 2019: $5,3242019Assets 2020: $4,789Liabilities 2020: $0Net Assets 2020: $4,7892020Assets 2021: $4,546Liabilities 2021: $0Net Assets 2021: $4,5462021Assets 2022: $4,327Liabilities 2022: $0Net Assets 2022: $4,3272022Assets 2023: $4,261Liabilities 2023: $0Net Assets 2023: $4,2612023Assets 2024: $4,256Liabilities 2024: $0Net Assets 2024: $4,2562024

Latest loaded filing

2024

Assets$4,256
Liabilities$0
Net Assets$4,256
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $127,4522010Expenses 2011: $15,1002011Revenue 2012: $207,064Expenses 2012: $700,905Net Income 2012: -$493,8412012Revenue 2013: $10,012Expenses 2013: $15,643Net Income 2013: -$5,6312013Revenue 2014: $303,788Expenses 2014: $303,821Net Income 2014: -$332014Revenue 2015: $4Expenses 2015: $125Net Income 2015: -$1212015Revenue 2016: $15Expenses 2016: $204Net Income 2016: -$1892016Revenue 2017: $20Expenses 2017: $291Net Income 2017: -$2712017Revenue 2018: $63Expenses 2018: $281Net Income 2018: -$2182018Revenue 2019: $107Expenses 2019: $36Net Income 2019: $712019Revenue 2020: $52Expenses 2020: $587Net Income 2020: -$5352020Revenue 2021: $1Expenses 2021: $244Net Income 2021: -$2432021Revenue 2022: $10Expenses 2022: $229Net Income 2022: -$2192022Revenue 2023: $151Expenses 2023: $217Net Income 2023: -$662023Revenue 2024: $210Expenses 2024: $215Net Income 2024: -$52024

Latest loaded filing

2024

Revenue$210
Expenses$215
Net Income-$5
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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.$0.04$0.00$0.04$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.01$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$3.04$3.04$0.00
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.10$0.16$0.06
2012Summary only. Only limited summary data is available for this year.$0.12$0.00$2.07$7.01$4.94
2011Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.15
2010Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Mar 10, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C-F DAVID BOITTrustee-$0--
THOMAS R APPLETONTrustee-$0--
WENDY S HOLDINGTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVICTORY PROGRAMS FBO REVISION URBAN FARMGENERALPUBLIC CHARITYBOSTON, MA, US$170
Filing and Contact Details

Filer

Filer Name
The Loring Wolcott & Coolidge
EIN
04-6108814
Phone
6175236531
Address
LWC 230 CONGRESS STREET 12FL, BOSTON, MA 02110

Signing Officer

Name
C-f David Boit
Title
Trustee
Phone
6175236531
Signed
2026-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Loring Wolcott & Coolidge Trust LLC
Address
230 CONGRESS STREET, BOSTON, MA 02110-2437
Preparer
Lydia M Halloran
Phone
6175236531
Raw XML Appendix254 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.

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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0170
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0209
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE COMM OF MA FORM PC ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt02024 EXCISE TAX BALANCE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0C-F DAVID BOIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175236531
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LORING WOLCOTT & COOLIDGE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LORI
ReturnHeader/Filer/EIN0046108814
ReturnHeader/Filer/PhoneNum06175236531
ReturnHeader/Filer/USAddress/AddressLine1Txt0LWC 230 CONGRESS STREET 12FL
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/PreparerPersonNm0LYDIA M HALLORAN
ReturnHeader/ReturnTs02026-03-16T14:27:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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