Civic Intelligence

The Loring Wolcott & Coolidge Charitable Trust

990PF • Fiscal year 2017 • EIN 04-6108814

Sep 01, 2016 to Aug 31, 2017 • Filed on Jan 18, 2018

Organization Profile
Lwc 230 Congress Street 12flBoston, MA 02110

(617) 523-6531

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

2nd percentile

-1355%

Higher net margin than 2% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

35th percentile

-4.7%

Faster asset growth than 35% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

33%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$5,471

Down $271 (-4.7%) from 2016

Net Assets

Down

$5,471

Down $271 (-4.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin2nd percentile

Revenue

Up

$20

Up $5 (+33%) from 2016

Expenses

Up

$291

Up $87 (+43%) from 2016

Net Income

Down

-$271

Down $82 (-43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$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

Highlighted filing

2017

Assets$5,471
Liabilities$0
Net Assets$5,471
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2017

Revenue$20
Expenses$291
Net Income-$271
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jan 18, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C-F DAVID BOITTrustee-$0--
PETER B LORING RESIGNED 10-12-16Trustee-$0--
THOMAS R APPLETONTrustee-$0--
WENDY S HOLDING APPOINTED 10-12-16Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVICTORY PROGRAMS FBO REVISION URBAN FARMGENERALPUBLIC CHARITYBOSTON, MA, US$256
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
2018-01-18
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 Appendix284 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/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/AppliedToCurrentYearAmt035
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0256
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0281
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0291
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0246
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0256
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEE COMM OF MA FORM PC ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0C-F DAVID BOIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175236531
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-18
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07BE90AB1CD3C6CFC9657CBC3CA8AEF20DE9A8DED
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E968A298225C97D7F0A30D208F2177F72370FBD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.46.226.178
ReturnHeader/FilingSecurityInformation/IPDt02018-01-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm010:26:22
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/ReturnTs02018-01-30T14:10:44-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,471
Liabilities
$0
Net assets
$5,471
Revenue
$20
Expenses
$291
Net income
-$271
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