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Nonprofit · EIN 47-6280494

LORING WOLCOTT & COOLIDGE CHARITABLE TR - I

Also known as C-F DAVID BOIT TTEE

Tax-exempt · BOSTON, MA 02110

Financials

$3.5M$3.5M2022$4.1M$4.1M2023$4.4M$4.4M2024
Revenue Expenses · by fiscal year end
Financials of LORING WOLCOTT & COOLIDGE CHARITABLE TR - I by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$4,379,564$4,379,564$0$0$0$0
August 31, 2024990$4,138,111$4,138,111$0$0$0$0
August 31, 2023990$3,486,931$3,486,931$0$0$0$0
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$4,370,030
Program service revenue
$0
Investment income
$9,534
Net gain from sales of assets
$9,534
Other revenue
$0

Expenses

Grants and similar amounts paid
$4,355,109
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$23,955
Program services (functional)
$4,355,109
Management and general (functional)
$24,455

Balance sheet and other

Total assets, start of year
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets, end of year
$0
Gross receipts
$8,608,485
Employees
0
Volunteers
10
Year formed
2014
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
C-F DAVID BOITTRUSTEE
Trustee or director
1$0
THOMAS R APPLETONTRUSTEE
Trustee or director
1$0
AMY L DOMINITRUSTEE
Trustee or director
1$0
GILBERT M RODDY JRTRUSTEE
Trustee or director
1$0
WILLIAM B PERKINSTRUSTEE
Trustee or director
1$0
WENDY S HOLDINGTRUSTEE
Trustee or director
1$0
HUGH L WARRENTRUSTEE
Trustee or director
1$0
AMORY LORING LOGANTRUSTEE
Trustee or director
1$0
NUSHIN KORMITRUSTEE
Trustee or director
1$0
DAVID CUETOSTRUSTEE
Trustee or director
1$0
990 for the year ended August 31, 2024: 10 people
NameTitleHours / weekCompensation
C-F DAVID BOITTRUSTEE
Trustee or director
1$0
THOMAS R APPLETONTRUSTEE
Trustee or director
1$0
AMY L DOMINITRUSTEE
Trustee or director
1$0
GILBERT M RODDY JRTRUSTEE
Trustee or director
1$0
WILLIAM B PERKINSTRUSTEE
Trustee or director
1$0
WENDY S HOLDINGTRUSTEE
Trustee or director
1$0
HUGH L WARRENTRUSTEE
Trustee or director
1$0
AMORY LORING LOGANTRUSTEE
Trustee or director
1$0
NUSHIN KORMITRUSTEE
Trustee or director
1$0
DAVID CUETOSTRUSTEE
Trustee or director
1$0
990 for the year ended August 31, 2023: 10 people
NameTitleHours / weekCompensation
C-F DAVID BOITTRUSTEE
Trustee or director
1$0
THOMAS R APPLETONTRUSTEE
Trustee or director
1$0
AMY L DOMINITRUSTEE
Trustee or director
1$0
GILBERT M RODDY JRTRUSTEE
Trustee or director
1$0
WILLIAM B PERKINSTRUSTEE
Trustee or director
1$0
WENDY S HOLDINGTRUSTEE
Trustee or director
1$0
HUGH L WARRENTRUSTEE
Trustee or director
1$0
AMORY LORING LOGANTRUSTEE
Trustee or director
1$0
NUSHIN KORMITRUSTEE
Trustee or director
1$0
DAVID CUETOSTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
CO LWC 230 CONGRESS STREET 12FL, BOSTON, MA 02110-0000
In care of
% LORING WOLCOTT & COOLIDGE OFFICE
Principal officer (990 for 2024)
C-F DAVID BOIT, C/O LWC 230 CONGRESS STREET 12FL, BOSTON, MA 02110
Signed the 990
AMORY LORING LOGAN, TRUSTEE
Phone
(617) 523-6531
Return prepared by
EAG NEW ENGLAND LLC

Mission

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

990 for the year ended August 31, 2025

Program accomplishments

  • 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.
    Expenses $4,355,109 · grants $4,355,109

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
47-6280494
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2014
Accounting year ends
August
Files
Form 990 or 990-EZ
Income (IRS master file)
$8,608,485

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$4,379,564$4,379,564$0XML
990August 2024$4,138,111$4,138,111$0XML
990August 2023$3,486,931$3,486,931$0XML
990August 2022$4,279,583$4,279,583$0IRS
990August 2021–––IRS
990August 2020–––IRS
990August 2019–––IRS
990August 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-6280494).

Questions about LORING WOLCOTT & COOLIDGE CHARITABLE TR - I

What is the EIN of LORING WOLCOTT & COOLIDGE CHARITABLE TR - I?
The employer identification number (EIN) of LORING WOLCOTT & COOLIDGE CHARITABLE TR - I is 47-6280494.
Is LORING WOLCOTT & COOLIDGE CHARITABLE TR - I tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to LORING WOLCOTT & COOLIDGE CHARITABLE TR - I tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LORING WOLCOTT & COOLIDGE CHARITABLE TR - I file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LORING WOLCOTT & COOLIDGE CHARITABLE TR - I due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LORING WOLCOTT & COOLIDGE CHARITABLE TR - I last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of LORING WOLCOTT & COOLIDGE CHARITABLE TR - I?
The 990 for the year ended August 31, 2025 names C-F DAVID BOIT.
Who are the officers and directors of LORING WOLCOTT & COOLIDGE CHARITABLE TR - I?
The 990 for the year ended August 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does LORING WOLCOTT & COOLIDGE CHARITABLE TR - I have?
On its 990 for the year ended August 31, 2025 it reported revenue of $4,379,564, expenses of $4,379,564 and total assets of $0 at year end.

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