Civic Intelligence

Metanoia Fund 90151348

990PF • Fiscal year 2012 • EIN 04-6668886

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 26, 2013

Lwc 230 Congress St 12fl02110
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$56,691

Flat from 2012

Net Assets

$56,691

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$120,864

Flat from 2012

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.

$300K$200K$100K$0Assets 2010: $205,826Liabilities 2010: $0Net Assets 2010: $205,8262010Assets 2011: $161,767Liabilities 2011: $0Net Assets 2011: $161,7672011Assets 2012: $56,691Liabilities 2012: $0Net Assets 2012: $56,6912012Assets 2012: $56,691Liabilities 2012: $12012Assets 2013: $267,519Liabilities 2013: $10,550Net Assets 2013: $256,9692013Assets 2014: $67,197Liabilities 2014: $12014Assets 2015: $82,245Liabilities 2015: $1Net Assets 2015: $82,2452015Assets 2016: $15,760Liabilities 2016: $0Net Assets 2016: $15,7602016Assets 2017: $13,691Liabilities 2017: $0Net Assets 2017: $13,6912017Assets 2018: $13,234Liabilities 2018: $0Net Assets 2018: $13,2342018Assets 2019: $12,618Liabilities 2019: $1Net Assets 2019: $12,6182019Assets 2020: $12,080Liabilities 2020: $1Net Assets 2020: $12,0802020Assets 2021: $8,525Liabilities 2021: $1Net Assets 2021: $8,5252021Assets 2022: $9,900Liabilities 2022: $0Net Assets 2022: $9,9002022Assets 2023: $71,728Liabilities 2023: $12023

Highlighted filing

2012

Assets$56,691
Liabilities$0
Net Assets$56,691

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $72,9082010Expenses 2011: $258,7762011Expenses 2012: $120,8642012Revenue 2012: $15,788Expenses 2012: $120,864Net Income 2012: -$105,0762012Revenue 2013: $243,029Expenses 2013: $42,751Net Income 2013: $200,2782013Revenue 2014: $210,960Expenses 2014: $400,732Net Income 2014: -$189,7722014Revenue 2015: $242,520Expenses 2015: $227,472Net Income 2015: $15,0482015Revenue 2016: $24,999Expenses 2016: $91,484Net Income 2016: -$66,4852016Revenue 2017: $95Expenses 2017: $2,164Net Income 2017: -$2,0692017Revenue 2018: $1,206Expenses 2018: $1,663Net Income 2018: -$4572018Revenue 2019: $12,272Expenses 2019: $12,888Net Income 2019: -$6162019Revenue 2020: $213,347Expenses 2020: $213,885Net Income 2020: -$5382020Revenue 2021: $100,335Expenses 2021: $103,890Net Income 2021: -$3,5552021Revenue 2022: $47,331Expenses 2022: $45,956Net Income 2022: $1,3752022Revenue 2023: $216,384Expenses 2023: $154,556Net Income 2023: $61,8282023

Highlighted filing

2012

Revenue-
Expenses$120,864
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 26, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK M TAYLOR IIITrustee-$0--
JOHN F TAYLORTrustee-$0--
LUCY FARNSWORTH TAYLORTrustee-$0--
FLORENCE MAVIS BROWNTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantISCALE GLOBAL ACTION NETWORK NET INCGENERAL OPERATING FUNDSPUBLIC CHARITYSEATTLE, WA, US$63,750
Paid GrantHARVARD UNIVERSITYGENERAL OPERATING FUNDSPUBLIC CHARITYCAMBRIDGE, MA, US$25,000
Paid GrantSUSTAINABILITY ACCOUNTING STANDARDS BOARDGENERAL OPERATING FUNDSPUBLIC CHARITYOAKLAND, CA, US$25,000
Filing and Contact Details

Filer

EIN
04-6668886
Raw XML Appendix360 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/NetInvestmentIncome0129
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue030949
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV036212
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0612 SHS TARGET
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01611
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount014173
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount04
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome087090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses015788
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps01645
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01231
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss07114
IRS990PF/BalanceSheets/CapitalStockBOY01641164
IRS990PF/BalanceSheets/CapitalStockEOY01641164
IRS990PF/BalanceSheets/CashBOY0494
IRS990PF/BalanceSheets/CashEOY0742
IRS990PF/BalanceSheets/CashEOYFMV0742
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0103273
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY030949
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV036212
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0-1479397
IRS990PF/BalanceSheets/RetainedEarningsEOY0-1584473
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY058000
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY025000
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV025000
IRS990PF/BalanceSheets/TotalAssetsBOY0161767
IRS990PF/BalanceSheets/TotalAssetsEOY056691
IRS990PF/BalanceSheets/TotalAssetsEOYFMV061954
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0161767
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY056691
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IRS990PF/BalanceSheets/TotalNetAssetsEOY056691
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome085475
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01022
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED STOCKS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss085475
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses085475
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice086497
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-105076
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal056691
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0161767
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY056691
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted03648
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj03648
IRS990PF/DistributableAmount/DistributableAmountBeforeDed03648
IRS990PF/DistributableAmount/MinimumInvestmentReturn05365
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome01717
IRS990PF/DistributableAmount/TotalTax01717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0683
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment02400
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0683
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01717
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments02400
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY061954
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0108929
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances041260
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities067669
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01634
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn05365
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0107295
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0108929
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0FREDERICK M TAYLOR III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JOHN F TAYLOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LUCY FARNSWORTH TAYLOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3FLORENCE MAVIS BROWN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1020 CHESTNUT STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11519 HAWK PINE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12519 HAWK PINE ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1320 CHESTNUT STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0BROOKLINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1NORWICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2NORWICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3BROOKLINE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1VT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2VT
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode002445
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IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio02.001166
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10256645
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30258096
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40425875
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50200560
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio010.005830
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IRS990PF/QualifyingDistributions/ExpensesAndContributions0115395
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IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0115395
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0LORINGWOLCOTT COOLIDGE TRUST LLC
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber06175236531
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10230 CONGRESS STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BOSTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0MA
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IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0FREDERICK M TAYLOR III
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount025000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount125000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount263750
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATING FUNDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HARVARD UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SUSTAINABILITY ACCOUNTING STANDARDS BOARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ISCALE GLOBAL ACTION NETWORK NET INC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1079 JFK STREET BOX 21
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine116114 LASALLE AVENUE 719
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine122922 WESTERN AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CAMBRIDGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1OAKLAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2SEATTLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2WA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode001238
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode194611
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode298121
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0113750
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear03648
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03648
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10250357
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2067561
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30256055
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40425875
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50198109
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50198109
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01111595
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0111747
IRS990PF/UndistributedIncome/ExcessFromYear10250357
IRS990PF/UndistributedIncome/ExcessFromYear2067561
IRS990PF/UndistributedIncome/ExcessFromYear30256055
IRS990PF/UndistributedIncome/ExcessFromYear40425875
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0115395
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0111747
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01309704
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01197957
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0COMMONWEALTH OF MASS ANNUAL REPORT PC
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps070
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks070
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount01102
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount11575
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT MGMT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1TAX PREPARATION
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps11575
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome01102
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome10
TaxesSchedule/Taxes/Amount04238
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046668886
ReturnHeader/Filer/Name/BusinessNameLine10METANOIA FUND 90151348
ReturnHeader/Filer/NameControl0META
ReturnHeader/Filer/Phone06175236531
ReturnHeader/Filer/USAddress/AddressLine10LWC 230 CONGRESS ST 12FL
ReturnHeader/Filer/USAddress/City0BOSTON
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002110
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-04-26
ReturnHeader/Officer/Name0FREDERICK MORGAN TAYLOR III
ReturnHeader/Officer/Phone06175236531
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0273396508
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LORING WOLCOTT & COOLIDGE TRUST LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10230 CONGRESS STREET
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BOSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0021102437
ReturnHeader/Preparer/Name0MICHAEL STEINBERG
ReturnHeader/Preparer/Phone06175236531
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-06T11:57:41-05:00

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.
2023Detailed filing. Detailed filing data is available for this year.$0.72$0.00$2.16$1.55$0.62
2022Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$0.47$0.46$0.01
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.09$0.00$0.09$1.00$1.04$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.00$0.12$2.13$2.14$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.12$0.13$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.00$0.13$0.01$0.02$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.00$0.14$0.00$0.02$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.25$0.91$0.66
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$2.43$2.27$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$2.11$4.01$1.90
2013Detailed filing. Detailed filing data is available for this year.$2.68$0.11$2.57$2.43$0.43$2.00
2012Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$1.21
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.16$1.21$1.05
2011Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$2.59
2010Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.73