Loring Wolcott & Coolidge Charitable Tr - I

Organization Overview

Loring Wolcott & Coolidge Charitable Tr - I is located in Boston, MA. The organization was established in 2014. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Loring Wolcott & Coolidge Charitable Tr - I is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 08/2021, Loring Wolcott & Coolidge Charitable Tr - I generated $4.3m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.9% each year. All expenses for the organization totaled $4.3m during the year ending 08/2021. While expenses have increased by 4.9% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Since 2015, Loring Wolcott & Coolidge Charitable Tr - I has awarded 677 individual grants totaling $15,704,157. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

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

Describe the Organization's Program Activity:

Part 3 - Line 4a

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.


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Board, Officers & Key Employees

Name (title)Compensation
C-F David Boit
Trustee
$0
Thomas R Appleton
Trustee
$0
William B Perkins
Trustee
$0
Amy L Domini
Trustee
$0
Gilbert M Roddy Jr
Trustee
$0
Wendy S Holding
Trustee
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$4,269,066
Noncash contributions included in lines 1a–1f $4,142,921
Total Revenue from Contributions, Gifts, Grants & Similar$4,269,066
Total Program Service Revenue$0
Investment income $0
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $7,578
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $4,276,644

Grants Awarded

Over the last fiscal year, Loring Wolcott & Coolidge Charitable Tr - I has awarded $3,357,321 in support to 135 organizations.

Grant RecipientAmount

COMMUNITY FOUNDATION FOR MONTEREY COUNTY

Org PageRecipient Profile

Monterey, CA

PURPOSE: PROGRAM SUPPORT

$500,000

CENTER FOR THE ADVANCEMENT OF THE STEADY STATE ECONOMY

Org PageRecipient Profile

Arlington, VA

PURPOSE: PROGRAM SUPPORT

$125,000

Williamstown, MA

PURPOSE: PROGRAM SUPPORT

$100,720

ENERGY INNOVATION REFORM PROJECT

Org PageRecipient Profile

Arlington, VA

PURPOSE: PROGRAM SUPPORT

$100,000

BUZZARDS BAY COALITION

Org PageRecipient Profile

New Bedford, MA

PURPOSE: PROGRAM SUPPORT

$91,000

THE PUPPY RESCUE MISSION

Org PageRecipient Profile

Celina, TX

PURPOSE: PROGRAM SUPPORT

$86,750
View Grant Profile

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