Loring Wolcott & Coolidge Charitable Tr - I is a 501(c)(3) organization based in Boston, Massachusetts, registered in 2014, with $4,138,111 in FY2023 revenue. CharityIndex grades it C.
Revenue (FY2023)
$4.1M
▲ 18.7% vs prior year
Philanthropy median: $168K
Expenses (FY2023)
$4.1M
Net assets
$0
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Loring Wolcott & Coolidge Charitable Tr - I— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Loring Wolcott & Coolidge Charitable Tr - I: 0 mo reserves · +0% margin earns a C on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Loring Wolcott & Coolidge Charitable Tr - I— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Loring Wolcott & Coolidge Charitable Tr - I: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $0 (FY2013) to $4.1M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
0.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$0
Total liabilities
$0
Net assets
$0
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $4,138,111▲18.7% | $4,138,111▲18.7% | $0 | $0 | 990 |
| 2022 | $3,486,931▼18.5% | $3,486,931▼18.5% | $0 | $0 | 990 |
| 2021 | $4,279,583▲0.1% | $4,279,583▲0.1% | $0 | $0▼100% | 990 |
| 2020 | $4,276,644▲17.4% | $4,276,644▲17.4% | $0 | $103,000▲59.7% | 990 |
| 2019 | $3,643,533▲4.2% | $3,643,533▲4.2% | $0 | $64,500 | 990 |
| 2018 | $3,497,839▲27.9% | $3,497,839▲27.9% | $0 | $0 | 990 |
| 2017 | $2,734,494▲22.9% | $2,734,519▲22.9% | $0▼100% | $0▼100% | 990 |
| 2016 | $2,224,906▼30.7% | $2,224,898▼30.7% | $25 | $17,025 | 990 |
| 2015 | $3,209,174▲363% | $3,209,174▲363% | $0 | $0 | 990 |
| 2014 | $692,445 | $692,445 | $0 | $0 | 990 |
| 2013 | $0 | $0 | $0 | $0 | 990EZ |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Loring Wolcott & Coolidge Charitable Tr - I (EIN 47-6280494) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.