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.
Key facts about The Loring Wolcott & Coolidge Charitable
- EIN
- 47-6280494
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $3,156,722
- Grants made (2024)
- 155
- Average grant
- $20,366
- Median grant
- $12,000
- New grantees (estimate)
- 32% first-time grantees (49 of 155, 2024)
- Primary geography
- Massachusetts (36% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation operates on a preselected-only basis and does not accept unsolicited applications for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Loring Wolcott & Coolidge Charitable funds
By grant dollars, the top recipient states for The Loring Wolcott & Coolidge Charitable's 155 itemized 2024 grants were Massachusetts (36%), California (14%) and New York (8%). The most frequent recipient cities were Boston, MA (25 grants), New York, NY (14 grants), Washington, DC (8 grants) and Oakland, CA (3 grants). None of its 155 grants with a stated purpose were described as general or operating support. Recurring purposes include "Program Support" (155 grants).
Is The Loring Wolcott & Coolidge Charitable open to new grantees?
32%
first-time grantees, 2024
In 2024, 49 of 155 grantees (32%) were first-time recipients. First grants averaged $23K; repeat grants $19K. How we count
Medians: $15K first-time, $12K repeat.
- 59% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−6%). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Loring Wolcott & Coolidge Charitable
- How to evaluate The Loring Wolcott & Coolidge Charitable as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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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
How to Apply
**
Ready to take the next step with The Loring Wolcott & Coolidge Charitable?
Geographic Focus
Where this funder awards grants
The organization primarily funds charitable work in Massachusetts, New York, and California.
Grant Distribution by State
Share of all 155 itemized 2024 grant dollars.
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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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
709 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Where Do We Go Berkeley ($131,000), Best Friends Animal Society ($125,000), Manomet Inc ($108,400).
| Recipient | Purpose | Amount |
|---|---|---|
| WHERE DO WE GO BERKELEY Oakland, CA | PROGRAM SUPPORT | $131,000 |
| BEST FRIENDS ANIMAL SOCIETY Kanab, UT | PROGRAM SUPPORT | $125,000 |
| MANOMET INC Plymouth, MA | PROGRAM SUPPORT | $108,400 |
| THE PACHAMAMA ALLIANCE San Francisco, CA | PROGRAM SUPPORT | $100,000 |
| NASHOBA BROOKS SCHOOL OF CONCORD Concord, MA | PROGRAM SUPPORT | $100,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF LOUISIANA New Orleans, LA | PROGRAM SUPPORT | $100,000 |
| BUZZARDS BAY COALITION New Bedford, MA | PROGRAM SUPPORT | $65,500 |
| ANIMAL RESCUE LEAGUE OF BOSTON Boston, MA | PROGRAM SUPPORT | $65,000 |
| DOCTORS WITHOUT BORDERS USA New York, NY | PROGRAM SUPPORT | $51,665 |
| RAZIAS RAY OF HOPE FOUNDATION Wellesley Hills, MA | PROGRAM SUPPORT | $50,000 |
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
No officer or director reported compensation in the available filings.
From 2024 IRS 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
Frequently Asked Questions
What does The Loring Wolcott & Coolidge Charitable fund?
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
How do I apply for a grant from The Loring Wolcott & Coolidge Charitable?
The foundation operates on a preselected-only basis and does not accept unsolicited applications for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
Where does The Loring Wolcott & Coolidge Charitable make grants?
The organization primarily funds charitable work in Massachusetts, New York, and California.
What size grants does The Loring Wolcott & Coolidge Charitable award?
In 2024, The Loring Wolcott & Coolidge Charitable awarded 155 grants totaling $3.2M — an average of about $20K per grant, based on its IRS Form 990 filings.
What is The Loring Wolcott & Coolidge Charitable's EIN?
The Loring Wolcott & Coolidge Charitable's EIN (Employer Identification Number) is 47-6280494. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Loring Wolcott & Coolidge Charitable accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.