FRIENDSHIP FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDSHIP FOUNDATION (EIN 61-6423402)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-30
- IRS object ID
- 201301209349100700
- Schema version
- 2012v2.1
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-30T07:23:50-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273396508 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE TRUST LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021102437 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616423402 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDSHIP FOUNDATION 15025312 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRIE | NameControl |
| Phone | 6175236531 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LWC 230 CONGRESS ST 12FL | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS R APPLETON | Name |
| Title | CO-TRUSTEE | Title |
| Phone | 6175236531 | Phone |
| Date Signed | 2013-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL STEINBERG | Name |
| PTIN | P00200478 | PTIN |
| Phone | 6175236531 | Phone |
| Date Prepared | 2013-04-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1048476 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 21931 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21931 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -13787 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 84662 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 8144 | TotalRevenueAndExpenses |
| Total Net Investment Income | 21931 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 5205 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 3643 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1562 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 485 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 485 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3089 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1064 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2025 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6269 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3769 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2500 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 22216 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 848 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 621 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 21 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 600 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 37885 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9345 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7172 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 36825 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 36825 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 74710 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9345 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43997 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -66566 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12586 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 399 | CashBOY |
| Cash EOY | 402 | CashEOY |
| Cash EOYFMV | 402 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 11000 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14000 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14000 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 998671 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 929065 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1034074 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1010070 | TotalAssetsBOY |
| Total Assets EOY | 943467 | TotalAssetsEOY |
| Total Assets EOYFMV | 1048476 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1010070 | RetainedEarningsBOY |
| Retained Earnings EOY | 943467 | RetainedEarningsEOY |
| Total Net Assets BOY | 1010070 | TotalNetAssetsBOY |
| Total Net Assets EOY | 943467 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1010070 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 943467 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1010070 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -66566 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 943504 | Subtotal |
| Other Decreases | 37 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 943467 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED STOCKS | 2012-01-01 | 2012-12-31 | 30696 | 45413 | -14717 | -14717 |
| PUBLICLY TRADED STOCKS | 2010-01-01 | 2012-12-31 | 53966 | 48492 | 5474 | 5474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -9243 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3771 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 821586 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.004590 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.004590 | TotalDistributionRatio |
| Average Distribution Ratio | 0.004590 | AverageDistributionRatio |
| Net Noncharitable Assets | 1001445 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 4597 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 126 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 4723 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43997 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 126 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 126 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 126 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3000 | TotalCreditsAndPayments |
| Overpayment | 2874 | Overpayment |
| Amount Credited To Next Year | 160 | AmountCreditedToNextYear |
| Amount To Be Refunded | 2714 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE TRUST LLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6175236531 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS ST 12FL | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 2603 | 0 | 0 |
| THOMAS R APPLETON | ||||||||
| LWC 230 CONGRESS ST 12FL | BOSTON | MA | 02110 | CO-TRUSTEE | 1.00 | 2602 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1000998 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 15697 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1016695 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1016695 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15250 | CashDeemedCharitable |
| Net Noncharitable Assets | 1001445 | NetNoncharitableAssets |
| Minimum Investment Return | 50072 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 50072 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 126 | TaxBasedOnInvestmentIncome |
| Total Tax | 126 | TotalTax |
| Distributable Amount Before Adj | 49946 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 49946 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 49946 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43997 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 43997 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 126 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43871 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 49946 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 8701 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 43997 | QualifyingDistributions |
| Applied To Year1 | 8701 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 35296 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 14650 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| JEANNE GEIGER CRISIS CENTER | |||||||
| 2 HARRIS STREET | NEWBURYPORT | MA | 01950 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| LAOTIAN ASSOCIATION OF RI | |||||||
| 35 FERNCLIFF AVENUE | NORTH PROVIDENCE | RI | 02911 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| ACTORS STUDIO OF NEWBURYPORT | |||||||
| 50 WATER STREET 1 | NEWBURYPORT | MA | 01950 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,825 |
| SOCIO ECONOMIC DEVELOPMENT CENTER FOR SOUTEAST ASIANS | |||||||
| 270 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 36825 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21,931 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$13,787 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,144 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8144 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LORING WOLCOTT COOLIDGE TRUST LLC | $1,064 | 1064 | 0 |
| LORING WOLCOTT COOLIDGE TRUST LLC - TAX PREP | $2,025 | 0 | 2025 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE TRUSTEE/S MANAGING THE AFFAIRS OF THEFOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR990PF REPORTING PURPOSES, AN ESTIMATE OF 1 TO 1.5 HOURS PERWEEK HAS BEEN INDICATED. THE TRUSTEE/S ARE PROFESSIONALFIDUCIARIES WHO MANAGE A NUMBER OF TRUST/FOUNDATIONRELATIONSHIPS AND WHO EMPLOY ACCOUNTING, SUPPORT AND TAXCOMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAIDRELATIONSHIPS. THE 1 TO 1.5 HOUR TIME NOTED REFLECTS ANESTIMATE OF THE TIME SPENT BY THE NAMED TRUSTEE/S AS WELL ASTHEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFERFROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR. | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (39 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 450 ABBOTT LABORATORIES | 23499 | 29475 |
| 100 APPLE INC | 34515 | 53217 |
| 575 AUTOMATIC DATA PROCESSING | 31647 | 32735 |
| 525 CHURCH & DWIGHT CO | 21873 | 28124 |
| 1019 CISCO SYSTEMS | 16931 | 20023 |
| 250 COLGATE PALMOLIVE CO | 21695 | 26135 |
| 450 CREE INC | 19692 | 15291 |
| 500 DANAHER CORP SHS BEN INT | 27070 | 27950 |
| 350 EOG RESOURCES | 30512 | 42277 |
| 500 EMERSON ELECTRIC CO | 27160 | 26480 |
| 300 FISERV INC | 19272 | 23709 |
| 325 INTUIT | 19832 | 19330 |
| 250 ITRON INC | 12712 | 11138 |
| 290 JOHNSON & JOHNSON | 19083 | 20329 |
| 800 LINEAR TECHNOLOGY CORP | 27552 | 27440 |
| 100 MASTERCARD INC | 28679 | 49128 |
| 450 MEDTRONIC INC | 18135 | 18459 |
| 1200 MICROSOFT CORP | 29904 | 32052 |
| 300 PEPSICO INC | 21306 | 20529 |
| 150 PRAXAIR INC | 15759 | 16418 |
| 500 QUALCOMM INC | 29144 | 30930 |
| 2000 SMART BALANCE INC | 11080 | 25800 |
| 399 STRYKER CORP | 25360 | 21873 |
| 600 SYSCO CORP | 19236 | 18996 |
| 900 TJX COMPANIES INC | 22631 | 38205 |
| 300 WALGREEN CO | 13079 | 11103 |
| 1100 ABB LTD | 29469 | 22869 |
| 350 CANADIAN NATIONAL RAILWAY | 27435 | 31854 |
| 1400 ENCANA CORP | 41152 | 27664 |
| 500 NESTLE SA SPONS ADR FOR REG | 32140 | 32556 |
| 350 ACCENTURE PLC | 20080 | 23275 |
| 750 JARDINE MATHESON HOLDINGS LTD | 39400 | 46500 |
| 350 RECKITT BENCKISER GROUP PLC | 20016 | 22068 |
| 900 SABMILLER PLC | 33745 | 41328 |
| 1100 STANDARD CHARTERED PLC | 29898 | 28135 |
| 600 HEINEKEN HOLDING NV | 31665 | 32777 |
| 400 NXP SEMICONDUCTORS | 11391 | 10528 |
| 500 TOMRA SYSTEMS | 4654 | 4515 |
| 900 BIDVEST GROUP LTD | 20662 | 22859 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NIXON PEABODY | Category |
| Amount | $485 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 485 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK-TAX ADJ. | Description |
| Amount | $37 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 21 | 21 | 0 |
| MA PC FEE | 600 | 0 | 600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| LWC FIDUCIARY ADVISORS | $3,769 | 3769 | 0 |
| LORING WOLCOTT COOLIDGE TRUST LLC - EXEMPT STATUS | $2,500 | 0 | 2500 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $848 | 848 | 0 |
| FEDERAL EXCISE TAXES | $21,368 | 0 | 0 |