The Loring Wolcott & Coolidge Charitable Trust-I
The Loring Wolcott & Coolidge Charitable is a public charity based in Boston, Massachusetts. Formed in 2014, it supports other 501(c)(3) charitable organizations through grantmaking. The organization’s 2024 filing says it receives contributions from clients of the Loring, Wolcott & Coolidge office and that its trustees exercise independent discretion in making grants to other 501(c)(3) public charities.
Key facts about The Loring Wolcott & Coolidge Charitable Trust-I
In short: The Loring Wolcott & Coolidge Charitable Trust-I gave $3.5M across 162 grants in 2025 (avg $21K), top state Massachusetts. 35% of 2025 grantees were new. Source: 2025 IRS Form 990.
- EIN
- 47-6280494
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $3,482,406
- Grants made (2025)
- 162
- Average grant
- $21,496
- Median grant
- $11,000
- New grantees (estimate)
- 35% first-time grantees (56 of 162, 2025)
- Primary geography
- Massachusetts (35% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
—
Annual Giving
$3.5M
+10.3% YoY
Grant Count
162
+4.5% YoY
Avg Grant Size
$21K
+5.6% YoY
Is The Loring Wolcott & Coolidge Charitable Trust-I open to new grantees?
35%
first-time grantees, 2025
In 2025, 56 of 162 grantees (35%) were first-time recipients. First grants averaged $24K; repeat grants $20K. How we count
Medians: $11K first-time, $11K repeat.
- 56% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+12%). Method
Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The organization’s stated mission is “to support the work of other 501(c)(3) charitable organizations through grantmaking.” Its 2025 grants included organizations working in areas such as animal welfare, science education, hunger relief, humanitarian response, and conservation. These are grantees’ own missions, not stated focus areas of the funder: for example, Eureka McConnell Science Museum says it aims to inspire a passion and respect for math and science in its community; Roadrunner Food Bank says it works to feed hungry people and build partnerships toward ending hunger in New Mexico; and Native Plant Trust says it conserves and promotes New England’s native plants.
Grantmaking
In 2025, the organization reported 162 grants totaling $3,482,406. Grant amounts ranged from $5,500 to $190,000, with a median of $11,000.
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Geographic Focus
Where this funder awards grants
In 2025, Massachusetts recipients received 35% of grant dollars, followed by California at 9%, New York at 8%, and Michigan and Maine at 6% each.
Grant Distribution by State
Share of 2025 grant dollars across all 162 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2.5M (2023) to $3.5M (2025). In 2025 it made 162 grants totaling $3.5M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Doctors Against Genocide Society ($190K). Together the top 10 received $1.0M.
Grant Size Distribution
743 grants across all recorded years
The most common grant size was under $50K: 669 grants of 743 (90%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Doctors Against Genocide Society Dearborn Heights, MI | Program Support | $190,000 |
| Infact DBA Corporate Accountability Boston, MA | Program Support | $125,000 |
| Maharishi Vedic Science and Technology Foundation St. Louis, MO | Program Support | $110,000 |
| The Puppy Rescue Mission Celina, TX | Program Support | $102,000 |
| Where Do We Go Berkeley Oakland, CA | Program Support | $100,500 |
| Animal Rescue League of Boston Boston, MA | Program Support | $100,000 |
| Eureka McConnell Science Museum Grand Junction, CO | Program Support | $100,000 |
| Roadrunner Food Bank Inc Albuquerque, NM | Program Support | $80,000 |
| International Rescue Committee New York, NY | Program Support | $66,665 |
| Congregational Church of Harvard Harvard, MA | Program Support | $60,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|
| 2025 | $4,379,564 | $4,379,564 | $3,482,406 | 162 |
| 2024 | $4,138,111 | $4,138,111 | $3,156,722 | 155 |
| 2023 | $3,486,931 | $3,486,931 | $2,500,822 | 139 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Revenue | $4,379,564 | $4,138,111 | $3,486,931 |
| Expenses | $4,379,564 | $4,138,111 | $3,486,931 |
| Net Investment Income | $9,534 | $3,931 | $41,023 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS December 17, 2020)
- Updated Form 990 for fiscal year 2021 (received by the IRS January 13, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS June 22, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS July 11, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS July 10, 2025)
- Added Form 990 for fiscal year 2019 (received by the IRS July 15, 2020)
- Added Form 990 for fiscal year 2025 (received by the IRS July 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The trustees listed on the 2025 filing are C-F David Boit, Thomas R Appleton, Amy L Domini, Gilbert M Roddy Jr, William B Perkins, Wendy S Holding, Hugh L Warren, Amory Loring Logan, Nushin Kormi, and David Cuetos.
The Loring Wolcott & Coolidge Charitable Trust-I's 2025 filing lists 10 officers; none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Amory Loring Logan
Trustee
On filings since 2019
1 hr/week
No compensation reported
Amy L. Domini
Trustee
On filings since 2019
1 hr/week
No compensation reported
C-F David Boit
Trustee
On filings since 2019
1 hr/week
No compensation reported
Gilbert M. Roddy Jr.
Trustee
On filings since 2019
1 hr/week
No compensation reported
Hugh L. Warren
Trustee
On filings since 2019
1 hr/week
No compensation reported
Nushin Kormi
Trustee
On filings since 2019
1 hr/week
No compensation reported
Thomas R. Appleton
Trustee
On filings since 2019
1 hr/week
No compensation reported
Wendy S. Holding
Trustee
On filings since 2019
1 hr/week
No compensation reported
William B. Perkins
Trustee
On filings since 2019
1 hr/week
No compensation reported
David Cuetos
Trustee
On filings since 2022
1 hr/week
No compensation reported
Former officers (1)
- Former: W. Andrew Mims (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: Co Lwc 230 Congress Street 12Fl, Boston, MA 02110
Phone: (617) 523-6531
Frequently asked questions about The Loring Wolcott & Coolidge Charitable Trust-I
How much does The Loring Wolcott & Coolidge Charitable Trust-I give each year?
The Loring Wolcott & Coolidge Charitable Trust-I gave $3.5M across 162 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $3.2M across 155 grants.
What is The Loring Wolcott & Coolidge Charitable Trust-I's typical grant size?
The Loring Wolcott & Coolidge Charitable Trust-I's median grant in 2025 was $11,000, and its average grant was $21,496, across 162 grants on its 2025 IRS Form 990. Organizations receiving their first grant from The Loring Wolcott & Coolidge Charitable Trust-I that year got $24K on average.
Where does The Loring Wolcott & Coolidge Charitable Trust-I give grants?
The Loring Wolcott & Coolidge Charitable Trust-I's top state is Massachusetts, with 35% of the grant dollars itemized on its 2025 IRS Form 990. The next largest states were California (9%) and New York (8%). The most frequent recipient cities were Boston, MA (21 grants), New York, NY (13 grants), Washington, DC (8 grants) and Oakland, CA (7 grants).
Does The Loring Wolcott & Coolidge Charitable Trust-I give general operating support?
Not in 2025: none of the 162 grants with a stated purpose on The Loring Wolcott & Coolidge Charitable Trust-I's 2025 IRS Form 990 were described as general or operating support. Recurring purposes include "Program Support" (162 grants).
Who are The Loring Wolcott & Coolidge Charitable Trust-I's largest grantees?
The Loring Wolcott & Coolidge Charitable Trust-I's largest 2025 grantees include Doctors Against Genocide Society ($190,000), Infact DBA Corporate Accountability ($125,000) and Maharishi Vedic Science and Technology Foundation ($110,000), according to its 2025 IRS Form 990. Together they received 12% of its itemized 2025 grant dollars.
What does The Loring Wolcott & Coolidge Charitable Trust-I fund?
The organization’s stated mission is “to support the work of other 501(c)(3) charitable organizations through grantmaking.” Its 2025 grants included organizations working in areas such as animal welfare, science education, hunger relief, humanitarian response, and conservation. See mission & focus areas ↑
How do I apply for a grant from The Loring Wolcott & Coolidge Charitable Trust-I?
The Loring Wolcott & Coolidge Charitable Trust-I has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is The Loring Wolcott & Coolidge Charitable Trust-I's EIN?
The Loring Wolcott & Coolidge Charitable Trust-I's EIN (Employer Identification Number) is 47-6280494. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Here's the math on researching The Loring Wolcott & Coolidge Charitable Trust-I by hand.
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