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LORING WOLCOTT & COOLIDGE CHARITABLE TR - I

EIN 47-6280494 BOSTON, MA

Browse the largest nonprofits in Massachusetts

Revenue 2024
$4,379,564
Expenses 2024
$4,379,564

Program services were 99.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
T99
Classification
1000
Street
CO LWC 230 CONGRESS STREET 12FL

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

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 $4,355,109 · Grants $4,355,109

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $4,379,564
    Expenses
    $4,379,564
    Contributions
    $4,370,030
    Grants paid
    $4,355,109
  • 2023
    Revenue
    $4,138,111
    Expenses
    $4,138,111
    Contributions
    $4,134,180
    Grants paid
    $4,115,516
  • 2022
    Revenue
    $3,486,931
    Expenses
    $3,486,931
    Contributions
    $3,445,908
    Grants paid
    $3,468,501

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $4,279,583
    Expenses
    $4,279,583
    Assets (EOY)
    $0
  • 2020 · 990

    Revenue
    $4,276,644
    Expenses
    $4,276,644
    Assets (EOY)
    $103,000
  • 2019 · 990

    Revenue
    $3,643,533
    Expenses
    $3,643,533
    Assets (EOY)
    $64,500
  • 2018 · 990

    Revenue
    $3,497,839
    Expenses
    $3,497,839
    Assets (EOY)
    $0
  • 2017 · 990

    Revenue
    $2,734,494
    Expenses
    $2,734,519
    Assets (EOY)
    $0
  • 2016 · 990

    Revenue
    $2,224,906
    Expenses
    $2,224,898
    Assets (EOY)
    $17,025
  • 2015 · 990

    Revenue
    $3,209,174
    Expenses
    $3,209,174
    Assets (EOY)
    $0
  • 2014 · 990

    Revenue
    $692,445
    Expenses
    $692,445
    Assets (EOY)
    $0
  • 2013 · 990-EZ

    Revenue
    $0
    Expenses
    $0
    Assets (EOY)
    $0

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

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

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related partnerships on its 2024 return

  • LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP

    FIDUCIARY ADVISORS · MA

Related corporations and trusts on its 2024 return

  • LORING WOLCOTT & COOLIDGE OFFICE INC

    C · ACCOUNTING & ADMINISTRATION · MA

  • LORING WOLCOTT & COOLIDGE TRUST LLC

    C · ACCOUNTING & ADMINISTRATION · NH

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.