2023-06-21T07:08:03-05:00 2022-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2022-01-01 046851595 SHIRLEY SHATTUCK WINDSOR CHARITABLE TRUST WIND 6175236531 LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 WENDY S HOLDING TRUSTEE 6175236531 2023-06-20 1 WENDY HOLDING 999009999 0 JOSEPH A LOMBARDO P02050889 6175236531 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5992808 X X 50813 49546 38843 790024 38843 6947 0 96603 88389 28146 19702 8444 2375 2375 0 21802 20382 1420 5770 1130 0 635 0 635 58728 43589 10499 347000 347000 405728 43589 357499 -309125 44800 928 1374 1374 56000 228000 228000 3277003 2795432 5763434 3333931 3024806 5992808 0 0 X 0 0 0 0 3333931 3024806 3333931 3024806 3333931 3024806 3333931 -309125 0 3024806 0 3024806 PUBLICLY TRADED SECURITIES 44604 112160 -67556 -67556 PUBLICLY TRADED SECURITIES 745400 639021 106379 106379 CITIBANK CLASS ACTION PROCEEDS P 20 20 20 38843 623 0 623 0 623 4640 0 0 0 4640 0 4017 640 3377 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A LORING WOLCOTT COOLIDGE TRUST LLC 6175236531 LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 0 0 0 0 1 0 0 0 0 1 2021 1 0 0 0 0 0 0 0 0 0 0 0 0 WENDY S HOLDING 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 14073 0 0 WILLIAM ANDREW MIMS RESIGNING 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 14073 0 0 DAVID CUETOS 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 6581377 183714 0 6765091 0 0 6765091 101476 6663615 333181 333181 623 623 332558 0 332558 0 332558 357499 0 357499 332558 386881 0 0 357499 357499 0 0 0 0 0 0 0 0 0 0 29382 332558 0 0 0 WENDY S HOLDING C/O LORING WOLCOTT COOLIDGE 230 CONGRESS STREET BOSTON MA 02110 6175236531 CONSULT ABOVE CONSULT ABOVE QUALIFIED CHARITABLE ORGANIZATIONS WITH AN EMPHASIS ON, BUT NOT LIMITED TO, THE PREVENTION OF CRUELTY TO ANIMALS OR FOR THE RELIEF OF THE POOR, THE DISTRESSED OR THE UNDERPRIVILEGED. ALL DOG RESCUE INC PO BOX 2072 NATICK MA 01760 NONE PUBLIC CHARITY MEDICAL ASSISTANCE FOR DOGS RESCUED FROM THE BOSTON 20000 CHARLES RIVER ALLEYCATS INC PO BOX 290759 BOSTON MA 02129 NONE PUBLIC CHARITY ASSIST WITH WORK IN BROCKTON, MASSACHUSETTS 35000 COMMUNITY SERVINGS 18 MARBURY TERRACE JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 DAKIN HUMANE SOCIETY 171 UNION ST SPRINGFIELD MA 01105 NONE PUBLIC CHARITY TO SUPPORT THE KITTEN STREET TEAM PROGRAM 20000 EASTER SEALS 89 SOUTH STREET BOSTON MA 02111 NONE PUBLIC CHARITY GENERAL FUND 5000 FERAL ADVOCATES & CAT TRAPPERS 39 APPLE TREE LANE WEYMOUTH MA 02188 NONE PUBLIC CHARITY FUND SIX SPAY/NEUTER DAYS FOR FERALS 12000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY GENERAL FUND 10000 HERE TODAY ADOPTED TOMORROW 180 STURBRIDGE RD PO BOX 557 BRIMFIELD MA 01010 NONE PUBLIC CHARITY TO FUND SPAY/NEUTER SERVICES FOR 200 CATS 10000 KITTY ANGELS PO BOX 638 TYNGSBOROUGH MA 01879 NONE PUBLIC CHARITY PROVIDE MEDICAL ASSISTANCE FOR SERIOUSLY INJURED CATS 7500 LOWELL HUMANE SOCIETY 951 BROADWAY STREET LOWELL MA 01854 NONE PUBLIC CHARITY HELP FUND THE OUTSIDE TESTING COST FOR ANIMALS 7500 MSPCA 350 HUNTINGTON AVENUE BOSTON MA 02130 NONE PUBLIC CHARITY SPAY/NEUTER PROGRAM CATS FROM ROXBURY, DORCHESTER, MATTAPAN AND HYDE PARK 15000 NEW ENGLAND WILDLIFE CENTER 500 COLUMBIAN STREET S WEYMOUTH MA 02190 NONE PUBLIC CHARITY CARE OF WILDLIFE FROM METRO BOSTON TO CAPE COD AND THE ISLAND 100000 PAWS WAKEFIELD 411 LOWELL STREET WAKEFIELD MA 01880 NONE PUBLIC CHARITY TO FUND MEDICAL NEEDS OF CATS AND DOGS IN THE WAKEFIELD AND NORTH OF BOSTON AREA 10000 PERKINS SCHOOL FOR THE BLIND 175 NORTH BEACON STREET WATERTOWN MA 02472 NONE PUBLIC CHARITY TRANSITION CENTER 30000 PHINNEYS FRIENDS INC PO BOX 425 LINCOLN MA 01773 NONE PUBLIC CHARITY TO PURCHASE FOOD AND SUPPRT VETERINARY CARE NEEDS FOR PETS OF FAMILIES IN NEEDHAM 15000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY GENERAL FUND 10000 SCITUATE ANIMAL SHELTER 780 CHIEF JUSTICE CUSHING HIGHWAY SCITUATE MA 02066 NONE PUBLIC CHARITY SPAY/NEUTER SERVICES TO LOW INCOME FAMILIES ON THE SOUTH SHORE 20000 TUFTS UNIVERSITY - VETERINARY SCHOOL 200 WESTBORO ROAD N GRAFTON MA 01536 NONE PUBLIC CHARITY WINDSOR SCHOLARSHIP FUND 10000 347000 0 14 50813 18 38843 2021 OVERPAYMENT TO 2022 01 4640 2021 REFUND 01 2307 0 96603 0 96603 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE ACCOUNTING FEES (I) 2375 2375 0 FORM 990PF, PART VIII 990PF STATEMENTPART VIII - OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES AND CONTRACTORS - COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE OFFICER/S MANAGING THE AFFAIRS OF THE FOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR 990PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PER WEEK HAS BEEN INDICATED. THE OFFICER/S EMPLOY ACCOUNTING, SUPPORT AND TAX COMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAID RELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS AN ESTIMATE OF THE TIME SPENT BY THE NAMED OFFICER/S AS WELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR. THE TRUSTEES FEES NOTED ALSO INCLUDES AN INVESTMENT ADVISORY COMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENT ASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ON FAIR MARKET VALUE. 1085 AMERICAN TOWER CORP 111964 229868 1190 WALT DISNEY PRODUCTIONS 130449 103387 1215 NXP SEMICONDUCTORS 121504 192006 1220 SALESFORCE.COM 176393 161760 1290 MICROSOFT CORP 152743 309368 1440 STRYKER CORP 12659 352066 1510 DANAHER CORP 48095 400784 1575 MASTERCARD INC 32039 547675 1690 CANADIAN NATIONAL RAILWAY 37853 200907 1700 AMAZON.COM 152586 142800 1860 EDWARD LIFESCIENCE 149863 138775 190 ALIGN TECHNOLOGY INC 35938 40071 2025 NIKE INC CL B 118721 236945 2360 HANNON ARMSTRONG SUSTAINABLE 112655 68393 2430 STARBUCKS 89094 241056 2600 ALPHABET INC CL A 107228 229398 3250 TRADE DESK INC 61760 145698 3635 FISERV INC 30646 266319 370 SERVICENOW INC 179875 143660 430 THERMO FISHER SCIENTIFIC 78689 236797 440 COSTCO WHOLESALE CORP 143754 200860 470 ROPER INDUSTRIES 145515 203082 560 PAYCOM SOFTWARE 66573 173774 590 IQVIA HOLDINGS INC 145400 120885 605 ADOBE SYSTEMS 134361 203601 722 ZOETIS INC 80142 105809 780 INTUIT 45777 303592 900 PAYPAL HOLDINGS INC 93156 64098 MASS ANNUAL REPORT FORM PC FILING FEE 35 0 35 CONSULTANT FEE - CHARITY ADVISOR 600 0 600 2021 OVERPAYMENT TO 2022 4640 4640 2021 REFUND 2307 2307 LWC FIDUCIARY ADVISORS INVESTMENT ADVISORS 20382 20382 0 LORING WOLCOTT & COOLIDGE TAX PREP FEES 2021 1420 0 1420 FOREIGN TAXES PAID 1130 1130 0 2021 OVERPAYMENT 4640 0 0