The Loring Wolcott & Coolidge Charitable
The Loring Wolcott & Coolidge Charitable organization operates as a 501(c)(3) public charity based in Boston, Massachusetts. The organization functions as a grantmaking foundation that receives contributions from clients of Loring, Wolcott & Coolidge (a wealth management firm) and distributes these funds to other 501(c)(3) public charities. The organization's trustees exercise independent discretion in making grant decisions in furtherance of the charitable mission.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$3.2M
+26.2% YoY
Grant Count
155
+11.5% YoY
Avg Grant Size
$20K
+13.2% YoY
Mission & Focus Areas
The organization supports the work of other 501(c)(3) charitable organizations through grantmaking. Contributions from the office's clients are received and the organization's trustees make grants to other 501(c)(3) public charities in furtherance of its charitable mission.
Primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Science and STEM Education
Grantmaking
Recent grants made by the organization include:
How to Apply
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Geographic Focus
Where this funder awards grants
The organization primarily funds charitable work in Massachusetts, New York, and California.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2024):
- Total revenues: $4,138,111
- Total expenses: $4,138,111
- Total assets: $0
- Total giving: $4,115,516
Historical Financial Data (2023):
- Revenue: $3.49M
- Expenses: $3.49M
- Total assets: $0
- Total liabilities: $0
The organization has been tax-exempt since July 2014 (EIN: 47-6280494).
Rating: The organization received a Three-Star rating with a score of 77%, earning a "Good" assessment based on Accountability & Finance metrics.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | $4,138,111 | $3,486,931 | $4,279,583 |
| Expenses | $4,138,111 | $3,486,931 | $4,279,583 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $3,931 | $41,023 | $93,956 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Key trustees include:
- C-F David Boit (Trustee)
- Thomas R Appleton (Trustee)
- Wendy S Holding (Trustee)
The organization has no paid employees.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| C-F DAVID BOIT | TRUSTEE | 1 | — |
| THOMAS R APPLETON | TRUSTEE | 1 | — |
| AMY L DOMINI | TRUSTEE | 1 | — |
| GILBERT M RODDY JR | TRUSTEE | 1 | — |
| WILLIAM B PERKINS | TRUSTEE | 1 | — |
| WENDY S HOLDING | TRUSTEE | 1 | — |
| HUGH L WARREN | TRUSTEE | 1 | — |
| AMORY LORING LOGAN | TRUSTEE | 1 | — |
| NUSHIN KORMI | TRUSTEE | 1 | — |
| DAVID CUETOS | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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HANOVER, MA
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1
Total Given
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Marshall M & Barbara J Sloane Pvt Found
CHESTNUT HILL, MA
Assets
$1.2M
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11
Total Given
$75K
John J Mcardle Iii & Joan C Mcardle
ANDOVER, MA
Assets
$1.8M
Grants
13
Total Given
$205K
Massachusetts Association of Realtors
FOXBOROUGH, MA
Assets
$18.1M
Grants
2
Total Given
$71K
Communities for Restorative Justice
BOSTON, MA
Assets
$524K
Grants
1
Total Given
$61K
Hingham Historical Society Inc
HINGHAM, MA
Assets
$7.4M
Grants
1
Total Given
$10K
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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