Civic Intelligence

The Lachaise Foundation

990PF • Fiscal year 2015 • EIN 04-6113196

Jan 01, 2015 to Dec 31, 2015 • Filed on May 10, 2016

Organization Profile
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

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

16th percentile

-28%

Higher net margin than 16% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$30,000

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 15.4% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

38th percentile

-1.8%

Faster asset growth than 38% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

17th percentile

-25%

Faster revenue growth than 17% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,049,897

Down $55,520 (-1.8%) from 2014

Net Assets

Down

$3,049,897

Down $55,520 (-1.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin16th percentile

Revenue

Down

$195,292

Down $65,103 (-25%) from 2014

Expenses

Up

$250,812

Up $51,547 (+26%) from 2014

Net Income

Down

-$55,520

Down $116,650 (-191%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,288,093Liabilities 2010: $0Net Assets 2010: $3,288,0932010Assets 2011: $3,203,979Liabilities 2011: $0Net Assets 2011: $3,203,9792011Assets 2012: $3,059,869Liabilities 2012: $0Net Assets 2012: $3,059,8692012Assets 2013: $3,044,287Liabilities 2013: $0Net Assets 2013: $3,044,2872013Assets 2014: $3,105,417Liabilities 2014: $0Net Assets 2014: $3,105,4172014Assets 2015: $3,049,897Liabilities 2015: $0Net Assets 2015: $3,049,8972015Assets 2016: $2,976,928Liabilities 2016: $0Net Assets 2016: $2,976,9282016Assets 2017: $3,000,869Liabilities 2017: $0Net Assets 2017: $3,000,8692017Assets 2018: $2,990,299Liabilities 2018: $0Net Assets 2018: $2,990,2992018Assets 2019: $4,065,038Liabilities 2019: $0Net Assets 2019: $4,065,0382019Assets 2020: $3,965,536Liabilities 2020: $0Net Assets 2020: $3,965,5362020Assets 2021: $3,943,991Liabilities 2021: $0Net Assets 2021: $3,943,9912021Assets 2022: $3,640,053Liabilities 2022: $0Net Assets 2022: $3,640,0532022Assets 2023: $3,531,833Liabilities 2023: $0Net Assets 2023: $3,531,8332023Assets 2024: $3,386,606Liabilities 2024: $0Net Assets 2024: $3,386,6062024

Highlighted filing

2015

Assets$3,049,897
Liabilities$0
Net Assets$3,049,897
Open 2015 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $421,6442010Expenses 2011: $240,6572011Expenses 2012: $270,2042012Revenue 2013: $179,259Expenses 2013: $194,841Net Income 2013: -$15,5822013Revenue 2014: $260,395Expenses 2014: $199,265Net Income 2014: $61,1302014Revenue 2015: $195,292Expenses 2015: $250,812Net Income 2015: -$55,5202015Revenue 2016: $123,224Expenses 2016: $196,193Net Income 2016: -$72,9692016Revenue 2017: $207,991Expenses 2017: $184,050Net Income 2017: $23,9412017Revenue 2018: $177,873Expenses 2018: $188,443Net Income 2018: -$10,5702018Revenue 2019: $1,337,699Expenses 2019: $262,960Net Income 2019: $1,074,7392019Revenue 2020: $118,638Expenses 2020: $218,140Net Income 2020: -$99,5022020Revenue 2021: $202,990Expenses 2021: $224,535Net Income 2021: -$21,5452021Revenue 2022: -$25,484Expenses 2022: $278,454Net Income 2022: -$303,9382022Revenue 2023: $126,056Expenses 2023: $234,276Net Income 2023: -$108,2202023Revenue 2024: $74,247Expenses 2024: $219,474Net Income 2024: -$145,2272024

Highlighted filing

2015

Revenue$195,292
Expenses$250,812
Net Income-$55,520
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 10, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIE P CHARLESDirector & TrusteePT$30,000-$30,000
PAULA R HORNBOSTELCurator & TrusteePT$30,000-$30,000
FREDERICK D BALLOUTrustee-$4,184-$4,184
C F DAVID BOITTrustee-$4,184-$4,184
RONALD D SPENCERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lachaise Foundation
EIN
04-6113196
Phone
6175236531
Address
LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110

Signing Officer

Name
Frederick D Ballou
Title
Trustee
Phone
6175236531
Signed
2016-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Loring Wolcott & Coolidge Trust LLC
Address
230 CONGRESS STREET, BOSTON, MA 02110-2437
Preparer
Christopher Harris
Phone
6175236531
Raw XML AppendixShowing 400 of 566 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/AccountingFeesDetail/Amt01509
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0LWC ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01509
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990PF PART VIII
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0TRUSTEE COMPENSATION AND HOURS SPENT PER WEEK
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE PROFESSIONAL TRUSTEE/S MANAGING(FREDERICK D BALLOU & C F DAVID BOIT)THE AFFAIRS OF THE FOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR 990PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PER WEEK HAS BEEN INDICATED. THE TRUSTEE/S ARE PROFESSIONAL FIDUCIARIES WHO MANAGE A NUMBER OF TRUST/FOUNDATION RELATIONSHIPS AND WHO EMPLOY ACCOUNTING, SUPPORT AND TAX COMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAID RELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS AN ESTIMATE OF THE TIME SPENT BY THE NAMED TRUSTEE/S AS WELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFER FROM 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.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt523981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt611382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt824568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt90
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt104409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1534908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1624408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1720159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1915073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt201133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2135459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2235700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2340294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2449759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2525657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2632375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2719854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2826283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2925049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3040239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3134843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3220496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3327004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3457458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt066620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt197360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt833280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt90
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1029652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1336471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1422352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1546355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1641013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1720132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1822455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1942440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2051360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2143955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2252839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2335171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2471856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2555764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2669660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2768595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2843560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2960066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3031302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3165167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3263819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3344535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3470082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01000 COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11000 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2200 DANAHER CORP SHS BEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3250 CANADIAN NATIONAL RAILWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4250 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5250 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6275 DISCOVERY COMMUNICATIONS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7275 DISCOVERY COMMUNICATIONS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8325 PRAXAIR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9350 AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10350 AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11355 CHURCH & DWIGHT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12360 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13365 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14400 CANADIAN NATIONAL RAILWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15425 DIAGEO PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16425 INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17445 ARM HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18500 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19500 CHURCH & DWIGHT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20500 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21500 PHILIP MORRIS INTERATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22550 UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23565 VF CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24600 CELGENE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25600 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26750 DANAHER CORP SHS BEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27750 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28750 NOVO-NORDISK A/A ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29775 CSL LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30775 HAIN CELESTIAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31875 NESTLE SA SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32900 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33905 JARDINE MATHESON HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34990 EOG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt522622
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt017.763 VANGUARD SHORT-TERM INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118,912.559 VANGUARD SHORT-TERM INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt223.092 VANGUARD SHORT-TERM INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3233 CDK GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45.288 VANGUARD SHORT-TERM INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5703.695 DODGE & COX INTERNATIONAL STOCK FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt525671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024098
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt090019
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt077189
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc02014 OVERPYMT APPLIED TO 2015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0621
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0191306
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0621
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0191927
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01509
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01509
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt090019
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt064184
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04184
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt068368
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03365
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt042500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023844
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024098
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-55520
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt077189
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt0119689
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0335830
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt06558
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt06558
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt090019
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0101157
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt034563
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt034563
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt097255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt097273
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt031500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt06060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt037560
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0935
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04191
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0234850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0250812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0113863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0195292
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0234600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012706
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0250562
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0540
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0245811
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt090019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt090019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0335830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt090019
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-55520
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03049897
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03105417
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03049897
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt077629
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt077629
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt077629
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt078641
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01012
IRS990PF/DistributableAmountGrp/TotalTaxAmt01012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01388
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02400
IRS990PF/FMVAssetsEOYAmt03686661
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04718902
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04718902
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0962
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0897
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0897
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0628726
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0702489
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01336204
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt07470
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt07470
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02169889
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02169889
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02169889
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0226840
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt022622
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt025671
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-1613485
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-1669005
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt079000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0154000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0154000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03105417
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03049897
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03686661
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03105417
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03049897
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03105417
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03049897
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01596779
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0178027
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01418752
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt023952
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt078641
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01572827
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01596779
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt04184
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt14184
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt230000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt330000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FREDERICK D BALLOU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1C F DAVID BOIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARIE P CHARLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3PAULA R HORNBOSTEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RONALD D SPENCER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CURATOR & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2101 FEDERAL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3101 FEDERAL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4101 FEDERAL STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd302110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd402110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0219867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0220879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0181575
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0179838
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0254942
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0220986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0275900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.139791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.107326
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.113728
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.185263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.135714
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.156926
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01012
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01572827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01691809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01581301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01376107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01628324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01758154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0234850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.698957
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0233838
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0234850
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01012
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0234850
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt011
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ORGANIZATION RECEIVED INCOME FOR LOAN OF ART PIECES TO VARIOUS MUSEUMS AND FEES FOR PERMISSION RIGHTS TO REPRODUCE WORK.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06175236531
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,049,897
Liabilities
$0
Net assets
$3,049,897
Revenue
$195,292
Expenses
$250,812
Net income
-$55,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.07$0.22$0.15
2023Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.13$0.23$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.64$0.00$3.64$0.03$0.28$0.30
2021Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.20$0.22$0.02
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.12$0.22$0.10
2019Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$1.34$0.26$1.07
2018Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.18$0.19$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.21$0.18$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.12$0.20$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.20$0.25$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.26$0.20$0.06
2013Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.18$0.19$0.02
2012Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.27
2011Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.24
2010Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.42