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← LORING WOLCOTT & COOLIDGE CHARITABLE TR - I

Form 990 for tax year 2022

Filed by LORING WOLCOTT & COOLIDGE CHARITABLE TR - I.

Totals

Total revenue
$3,486,931
Total expenses
$3,486,931
Contributions and grants received
$3,445,908
Grants paid
$3,468,501
Program service revenue
$0
Investment income
$41,023
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$3,468,501
Management and general expenses
$18,430
Fundraising expenses
$0
Program service expenses (Part III)
$3,468,501

Program services were 99.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $18,430

  • 1f · All other contributions, gifts and grants

    $3,427,478

  • 1g · Noncash contributions included above

    $3,360,397

  • 7a · Gross sales of assets other than inventory

    securities $3,401,420

  • 7b · Less cost or other basis and sales expenses

    securities $3,360,397

  • 7c · Gain or loss

    securities $41,023

  • 7d · Net gain or loss

    total $41,023 · excluded $41,023

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,468,501 · program services $3,468,501

  • 11c · Fees: accounting

    total $17,930 · management and general $17,930

  • 24a · Other expenses: STATE FILING FEE

    total $500 · management and general $500

Mission and programs · 2022

Mission

TO SUPPORT THE WORK OF OTHER 501(C)(3) CHARITABLE ORGANIZATIONS THROUGH GRANTMAKING.

  • THE ORGANIZATION RECEIVES CONTRIBUTIONS FROM LORING, WOLCOTT & COOLIDGE OFFICE'S CLIENTS. THE ORGANIZATION'S TRUSTEES, WHILE EXERCISING THEIR INDEPENDENT DISCRETION, MAKE GRANTS TO OTHER 501(C)(3) PUBLIC CHARITIES IN FUTHERANCE OF THE ORGANIZATION'S CHARITABLE PURPOSES.

    Expenses $3,468,501 · Grants $3,468,501

As filed on the 2022 return.

Listed in Part VII

  • C-F David Boit

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Thomas R Appleton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Amy L Domini

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Gilbert M Roddy Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • William B Perkins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Wendy S Holding

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Hugh L Warren

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Amory Loring Logan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Nushin Kormi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • David Cuetos

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP

    FIDUCIARY ADVISORS · MA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • LORING WOLCOTT & COOLIDGE OFFICE INC

    C · ACCOUNTING & ADMINISTRATION · MA

  • LORING WOLCOTT & COOLIDGE TRUST LLC

    C · ACCOUNTING & ADMINISTRATION · NH

Provenance

Return type
form_990
Tax year
2022
Filed
11 July 2024
IRS schema version
2022v5.0
Source object
202431939349300823

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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