Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off is a 501(c)(3) organization based in Boston, Massachusetts, registered in 1943, with $456,296 in FY2024 revenue. CharityIndex grades it B.
Lwc 230 Congress St 12fl, Boston, MA, 02110 EIN 04-6061028 Since 1943
Revenue (FY2024)
$456K
▲ 6.5% vs prior year
Expenses (FY2024)
$405K
Net assets
$2.6M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating78 mo reserves · +11% margin
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 Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off: 78 mo reserves · +11% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
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 Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Contact & location
- Address
- Lwc 230 Congress St 12fl, Boston, MA, 02110
- City
- Boston
- State
- Massachusetts
- Category
- —
- Subcategory
- —
- Website
- …
Financial trends
Revenue grew from $216K (FY2013) to $456K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.6M
Operating margin
11.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.6M
Total liabilities
$0
Net assets
$2.6M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $456,296▲6.5% | $405,203▲6.3% | $2,621,291▲2.0% | $2,621,291▲2.0% | 990PF |
| 2023 | $428,447▲429% | $381,334▼11.0% | $2,570,198▲1.9% | $2,570,198▲1.9% | 990PF |
| 2022 | -$130,339▼120% | $428,242▲11.8% | $2,523,085▼18.1% | $2,523,085▼18.1% | 990PF |
| 2021 | $643,241▲117% | $382,878▲16.0% | $3,081,666▲9.2% | $3,081,666▲9.2% | 990PF |
| 2020 | $296,565▼17.8% | $330,115▲6.3% | $2,821,303▼1.2% | $2,821,303▼1.2% | 990PF |
| 2019 | $360,635▼41.7% | $310,439▲10.6% | $2,854,853▲1.8% | $2,854,853▲1.8% | 990PF |
| 2018 | $618,693▲111% | $280,631▲15.6% | $2,804,657▲13.7% | $2,804,657▲13.7% | 990PF |
| 2017 | $293,504▲79.8% | $242,707▲2.4% | $2,466,595▲2.1% | $2,466,595▲2.1% | 990PF |
| 2016 | $163,210▼28.7% | $236,922▼1.8% | $2,415,798▼3.0% | $2,415,798▼3.0% | 990PF |
| 2015 | $228,884▼14.0% | $241,307▲8.5% | $2,489,510▼0.5% | $2,489,510▼0.5% | 990PF |
| 2014 | $266,152▲23.2% | $222,353▲12.5% | $2,501,933▲1.8% | $2,501,933▲1.8% | 990PF |
| 2013 | $216,085 | $197,663▲8.3% | $2,458,134▲0.8% | $2,458,134▲0.8% | 990PF |
| 2012 | — | $182,541▲0.3% | $2,439,712▲0.8% | $2,439,712▲0.8% | 990PF |
| 2011 | — | $182,047▲6.7% | $2,421,038▼0.2% | $2,421,038▼0.2% | 990PF |
| 2010 | — | $170,627 | $2,425,077 | $2,425,077 | 990PF |
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.
Frequently asked questions
- Is Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off a legitimate nonprofit?
- Yes. Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 04-6061028, based in Boston, Massachusetts. Donations are tax-deductible.
- What is Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off's EIN?
- Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off's Employer Identification Number (EIN) is 04-6061028.
- How much revenue does Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off report?
- Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off reported $456,296 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off have?
- CharityIndex grades Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off B, based on financial health (reserves and operating margin).
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Data for Tr Uw Helen F Kimball C/o Loring Wolcott & Coolidge Off (EIN 04-6061028) 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.