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
Among its reported 2024 grants, the largest include Manomet Inc ($108,400), Buzzards Bay Coalition ($65,500), Animal Rescue League of Boston ($65,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ACLU FOUNDATION NEW YORK, NY | PROGRAM SUPPORT | $18,750 |
| AMERICAN FRIENDS SERVICE COMMITTEE PHILADELPHIA, PA | PROGRAM SUPPORT | $5,500 |
| ANIMAL RESCUE LEAGUE OF BOSTON BOSTON, MA | PROGRAM SUPPORT | $65,000 |
| APPALACHIAN MOUNTAIN CLUB BOSTON, MA | PROGRAM SUPPORT | $8,200 |
| ART RESOURCES TRANSFER INC NEW YORK, NY | PROGRAM SUPPORT | $6,000 |
| BLIND DOG RESCUE ALLIANCE BOOTHWYN, PA | PROGRAM SUPPORT | $13,000 |
| BOYS AND GIRLS CLUB OF BOSTON BOSTON, MA | PROGRAM SUPPORT | $10,000 |
| BROOKS SCHOOL NORTH ANDOVER, MA | PROGRAM SUPPORT | $11,000 |
| BUZZARDS BAY COALITION NEW BEDFORD, MA | PROGRAM SUPPORT | $65,500 |
| CAMPHILL VILLAGE USA COPAKE, NY | PROGRAM SUPPORT | $11,000 |
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
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
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?
**Grant Activity & Amounts:** Recent grants made by the organization include: • Where Do We Go Berkeley: $131,000 (Program Support, 2024) • Best Friends Animal Society: $125,000 (Program Support, 2024) • Manomet: $108,400 (Program Support, 2024) Typical grant awards range from $5,050 to $131,000. **Application Process:** The foundation operates on a preselected-only basis and does not accept unsolicited applications for funds. The foundation only makes contributions to preselected charitable or…
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.
Explore Open Grants
Browse active grant opportunities in The Loring Wolcott & Coolidge Charitable's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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