Civic Intelligence

Angier Charitable Fund 15014734 Frederick D Ballou Et Al Trustees

990PF • Fiscal year 2020 • EIN 04-6896092

Jan 01, 2020 to Dec 31, 2020 • Filed on May 06, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

45th percentile

1.0%

Higher net margin than 45% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$2,528

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-13%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$433,815

Up $674 (+0.2%) from 2019

Net Assets

Up

$433,815

Up $674 (+0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin45th percentile

Revenue

Down

$67,352

Down $10,297 (-13%) from 2019

Expenses

Up

$66,678

Up $51,418 (+337%) from 2019

Net Income

Down

$674

Down $61,715 (-99%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$600K$400K$200K$0Assets 2010: $414,192Liabilities 2010: $0Net Assets 2010: $414,1922010Assets 2011: $413,749Liabilities 2011: $0Net Assets 2011: $413,7492011Assets 2012: $411,191Liabilities 2012: $12012Assets 2013: $418,722Liabilities 2013: $0Net Assets 2013: $418,7222013Assets 2014: $424,897Liabilities 2014: $0Net Assets 2014: $424,8972014Assets 2015: $429,764Liabilities 2015: $0Net Assets 2015: $429,7642015Assets 2016: $427,680Liabilities 2016: $0Net Assets 2016: $427,6802016Assets 2017: $379,047Liabilities 2017: $0Net Assets 2017: $379,0472017Assets 2018: $370,752Liabilities 2018: $0Net Assets 2018: $370,7522018Assets 2019: $433,141Liabilities 2019: $0Net Assets 2019: $433,1412019Assets 2020: $433,815Liabilities 2020: $0Net Assets 2020: $433,8152020Assets 2021: $449,678Liabilities 2021: $0Net Assets 2021: $449,6782021Assets 2022: $439,615Liabilities 2022: $0Net Assets 2022: $439,6152022Assets 2023: $237,612Liabilities 2023: $0Net Assets 2023: $237,6122023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$433,815
Liabilities$0
Net Assets$433,815
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $131,7292010Expenses 2011: $6,7862011Revenue 2012: $4,112Expenses 2012: $6,670Net Income 2012: -$2,5582012Revenue 2013: $14,999Expenses 2013: $7,468Net Income 2013: $7,5312013Revenue 2014: $15,781Expenses 2014: $9,606Net Income 2014: $6,1752014Revenue 2015: $48,652Expenses 2015: $43,785Net Income 2015: $4,8672015Revenue 2016: $35,065Expenses 2016: $37,149Net Income 2016: -$2,0842016Revenue 2017: $55,423Expenses 2017: $104,056Net Income 2017: -$48,6332017Revenue 2018: $57,269Expenses 2018: $65,564Net Income 2018: -$8,2952018Revenue 2019: $77,649Expenses 2019: $15,260Net Income 2019: $62,3892019Revenue 2020: $67,352Expenses 2020: $66,678Net Income 2020: $6742020Revenue 2021: $36,257Expenses 2021: $20,394Net Income 2021: $15,8632021Revenue 2022: $39,593Expenses 2022: $49,656Net Income 2022: -$10,0632022Revenue 2023: $336,076Expenses 2023: $538,079Net Income 2023: -$202,0032023Revenue 2024: $516,535Expenses 2024: $754,147Net Income 2024: -$237,6122024

Highlighted filing

2020

Revenue$67,352
Expenses$66,678
Net Income$674
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 6, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK D BALLOUTrustee-$2,528-$2,528
C-F DAVID BOITTrustee-$2,528-$2,528
HELEN A TRUMBULLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Angier Charitable Fund
EIN
04-6896092
Phone
6175236531
Address
LWC 230 CONGRESS ST 12FL, BOSTON, MA 02110

Signing Officer

Name
C-f David Boit
Title
Trustee
Phone
6175236531
Signed
2021-05-06
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 AppendixShowing 400 of 443 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/Amt0522
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0LWC TRUST LLC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt024857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt320088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt520569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt622195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt810401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1113858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1215182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1414546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1620109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1715050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt195310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2018863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt219653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2221941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2320602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2415315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2521376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2610169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt032779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt256978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt327308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt483666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt546014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt638558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt735411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt816620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt999943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1031857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1116513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1228283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1374737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1440102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1542984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1619948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1719399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1851237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1931755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20108986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2140050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2240600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2337009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2426055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2522520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2619781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0120 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1140 NXP SEMICONDUCTORS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2150 INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3165 SHS ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4185 PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5205 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm622 SHS ALPHABET INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7225 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8230 HDFC BANK LTD-ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9280 SHS MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10290 SHS CANADIAN NATIONAL RAILWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11300 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12300 SHS HEINEKEN HOLDING NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13305 SHS STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14340 SHS NESTLE SA SPONS ADR FOR REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15350 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16400 SHS EOG RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1745 SHS ROPER STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18450 SHS FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19465 SHS TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20490 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2150 SHS TRADE DESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22725 SHS JARDINE MATHESON HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2374 SHS ADOBE SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm248 SHS AMAZON.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2590 BECTON DICKINSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2695 UNION PACIFIC
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09309
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt057733
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0310
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt067352
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt067352
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05578
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0522
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt060046
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02022
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03034
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05056
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt053618
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt053618
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09350
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09309
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0674
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt084688
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0310
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt057733
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt056831
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03661
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04661
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0510
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02779
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt056675
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012790
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt066678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt069621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt067352
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03057
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012790
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt024642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt060046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt060046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt084688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt060046
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0674
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0433815
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0433141
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0433815
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt048842
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048842
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt048842
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt049632
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0790
IRS990PF/DistributableAmountGrp/TotalTaxAmt0790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01320
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0530
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01320
IRS990PF/FMVAssetsEOYAmt01170042
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01185
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0688
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0688
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0363956
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0375127
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01111354
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0433141
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0433815
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt068000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt058000
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt058000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0433141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0433815
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01170042
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0433141
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0433815
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0433141
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0433815
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01007764
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt058490
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0949274
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015116
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt049632
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0992648
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01007764
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt22528
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FREDERICK D BALLOU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HELEN A TRUMBULL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2C-F DAVID BOIT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1BOX 832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2230 CONGRESS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAKE WALES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd002110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1338590832
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt056675
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt056675
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt056675
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/SubjToTaxRmnrtnExPrchtPymtInd00
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
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONSULT ABOVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0C-F DAVID BOIT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06175236531
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0230 CONGRESS STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BOSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0VARIOUS PUBLIC CHARITIES, WITH SPECIAL EMPHASIS ON THOSE PUBLIC CHARITIES WHICH EMBODY THE DONOR'S CONCERNS AND OBJECTIVES AS STATED IN THE TRUST. THE TRUSTEES MAY CONSIDER THAT SUCH PUBLIC CHARITIES SHALL BE LIMITED TO AND SHALL INCLUDE ONLY RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES, OR FOR THE PREVENTION OF CRUELTY TO CHILDREN & ANIMALS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0CONSULT ABOVE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0HELEN A TRUMBULL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt046618
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WESTOVER SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CURE ALZHEIMER'S FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRIENDS OF THE MASS GENERAL CANCER CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HISTORIC COLONY HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01237 WHITTEMORE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt134 WASHINGTON STREET SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2125 NASHUA STREET SUITE 540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32300 NORTH SCENIC HIGHWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MIDDLEBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1WELLESLEY HILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LAKE WALES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0067622433
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd102481
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2021141101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333859
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053618
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/AppliedToCurrentYearAmt048842
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048842
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06601
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt014434
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07833
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06601
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056675
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07833
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt014434
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06601
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COMMONWEALTH OF MASS ANNUAL REPORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AGENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03661
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LWC FIDUCIARY ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1LORING, WOLCOTT & COOLIDGE TAX PREPARATION FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03661
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0510
TaxesSchedule/TaxesDetail/Amt11320
TaxesSchedule/TaxesDetail/Amt2829
TaxesSchedule/TaxesDetail/Amt3120
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX CREDIT
TaxesSchedule/TaxesDetail/CategoryTxt12020 QUARTERLY ESTIMATE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$433,815
Liabilities
$0
Net assets
$433,815
Revenue
$67,352
Expenses
$66,678
Net income
$674
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$5.17$7.54$2.38
2023Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$3.36$5.38$2.02
2022Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.40$0.50$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.36$0.20$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.67$0.67$0.01
2019Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.78$0.15$0.62
2018Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.57$0.66$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.55$1.04$0.49
2016Detailed filing. Detailed filing data is available for this year.$4.28$0.00$4.28$0.35$0.37$0.02
2015Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.49$0.44$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.16$0.10$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.15$0.07$0.08
2012Summary only. Only limited summary data is available for this year.$4.11$0.00$0.04$0.07$0.03
2011Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.07
2010Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$1.32