FRIENDSHIP FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDSHIP FOUNDATION (EIN 61-6423402)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-10
- IRS object ID
- 202031629349100213
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-10T11:47:32-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273396508 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE TRUST LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616423402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDSHIP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 6175236531 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LWC 230 CONGRESS ST 12FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS R APPLETON | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 6175236531 | PhoneNum |
| Signature | 2020-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEREDITH GRABSCHEID | PreparerPersonNm |
| PTIN | P01703981 | PTIN |
| Phone | 6175236531 | PhoneNum |
| Preparation | 2020-04-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.46.226.178 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-14 | IPDt |
| IP Tm | 15:13:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CD237E072B1C79CBE34A559A51B58E474CA110A9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD237E072B1C79CBE34A559A51B58E474CA110A9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,761,110 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,016 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $987 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,891 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,971 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,553 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,972 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $104,879 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,930 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,506 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,954 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,552 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,239 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,239 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,560 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,160 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,628 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $504 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,979 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,868 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,987 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,479 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,868 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,487 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,062 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $953 | CashBOYAmt |
| Cash EOY | $316 | CashEOYAmt |
| Cash EOYFMV | $316 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $826,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $820,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,697,794 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $884,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $883,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,761,110 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $884,122 | RetainedEarningBOYAmt |
| Retained Earning EOY | $883,522 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $884,122 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $883,522 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $884,122 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $883,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $884,122 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$600 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $883,522 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $883,522 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED STOCKS | PropertyDesc |
| Acquired | 2018-01-01 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $171,553 | GrossSalesPriceAmt |
| Cost Or Other Basis | $92,581 | CostOrOtherBasisAmt |
| Gain Or Loss | $78,972 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $78,972 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,972 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $76,087 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,543,439 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049297 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,727 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,378,543 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055658 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,786 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,247,402 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065565 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $56,103 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,240,136 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045239 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $52,959 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,258,631 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042077 | DistributionYr5Rt |
| Total Distribution | 0.257836 | TotalDistributionRt |
| Average Distribution | 0.051567 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,656,766 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,434 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $911 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,345 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,487 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $911 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $911 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $329 | OverpaymentAmt |
| Applied To ES Tax | $329 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE TRUST LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175236531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS ST 12FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEREMY BARNARD | ||||||||
| LWC 230 CONGRESS ST 12FL | BOSTON | MA | 02110 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| IAN T BARNARD | ||||||||
| LWC 230 CONGRESS ST 12FL | BOSTON | MA | 02110 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| GILBERT M RODDY JR | ||||||||
| LWC 230 CONGRESS ST 12FL | BOSTON | MA | 02110 | CO-TRUSTEE | 1.00 | $4,253 | $0 | $0 |
| THOMAS R APPLETON | ||||||||
| LWC 230 CONGRESS ST 12FL | BOSTON | MA | 02110 | CO-TRUSTEE | 1.00 | $4,253 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,633,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,681,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,681,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,230 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,656,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,838 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,838 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $911 | TotalTaxAmt |
| Distributable Before Adj | $81,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,927 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,487 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $89,487 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $911 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $88,576 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,373 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,487 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,373 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $74,114 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,813 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTORS STUDIO OF NEWBURYPORT | |||||||
| 50 WATER STREET 1 | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL PURPOSE | $5,500 |
| EXIT DANCE THEATER | |||||||
| 50 WATER STREET | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL PURPOSES | $5,000 |
| FIREHOUSE CENTER FOR THE ARTS | |||||||
| MARKET SQUARE | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL PURPOSES | $7,500 |
| JEANNE GEIGER CRISIS CENTER | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL PURPOSE | $12,500 |
| LEADERSHIP RHODE ISLAND | |||||||
| 1570 WESTMINSTER STREET 1ST FLOOR | PROVIDENCE | RI | 02909 | NONE | PC | GENERAL PURPOSE | $15,000 |
| SEED INNOVATION MEETS EDUCATION | |||||||
| 65 WEYBOSSET ST | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL PURPOSE | $15,000 |
| THEATER IN THE OPEN | |||||||
| PO BOX 215 | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL PURPOSE | $5,000 |
| YEAR UP RHODE ISLAND | |||||||
| 40 FOUNTAIN ST 7TH FLOOR | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL PURPOSE | $10,000 |
| YOUNG AUDIENCES OF MASSACHUSETTS | |||||||
| 89 SOUTH STREET 603 | BOSTON | MA | 02111 | NONE | PC | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,016 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,891 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,972 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $104,879 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,879 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LORING WOLCOTT COOLIDGE TRUST LLC | CategoryTxt |
| Amt | $1,239 | Amt |
| Net Investment Income | $1,239 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1075 UNILEVER PLC SPONSORED ADR | $42,846 | $61,458 |
| 1000 MICROSOFT CORP | $24,920 | $157,700 |
| 1525 DISCOVERY COMMUNICATIONS-A | $54,837 | $49,928 |
| 290 JOHNSON & JOHNSON | $19,083 | $42,302 |
| 400 WEX INC | $30,655 | $83,784 |
| 299 STRYKER CORP | $19,004 | $62,772 |
| 475 AMERICAN TOWER CORP | $48,102 | $109,165 |
| 275 INTUIT | $16,778 | $72,031 |
| 875 NXP SEMICONDUCTORS | $53,872 | $111,353 |
| 250 AUTOMATIC DATA PROCESSING0 | $9,639 | $34,100 |
| 450 CHURCH & DWIGHT CO | $9,374 | $31,653 |
| 950 ABBOTT LABORATORIES | $29,854 | $82,517 |
| 575 FISERV INC | $9,234 | $66,487 |
| 550 QUALCOMM INC | $30,962 | $48,527 |
| 500 DANAHER CORP SHS BEN INT | $20,420 | $76,740 |
| 375 CANADIAN NATIONAL RAILWAY | $14,698 | $33,919 |
| 1375 EOG RESOURCES | $89,222 | $115,170 |
| 725 HEINEKEN HOLDING NV | $40,769 | $70,313 |
| 500 MASTERCARD INC | $14,339 | $149,295 |
| 600 TJX COMPANIES INC | $7,544 | $36,636 |
| 975 JARDINE MATHESON HOLDINGS LTD | $51,837 | $54,210 |
| 2100 OCCIDENTAL PETROLEUM CORP | $133,599 | $86,541 |
| 225 BECTON DICKINSON | $48,618 | $61,193 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $11 | $11 | $0 |
| MA PC FEE | $35 | $0 | $35 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LWC FIDUCIARY ADVISORS | $6,160 | $6,160 | $0 |
| LORING WOLCOTT COOLIDGE TRUST LLC - TAX PREP | $1,400 | $0 | $1,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $504 | $504 | $0 |
| EXCISE TAX | $2,124 | $0 | $0 |