2023-11-27T09:15:20-06:00 2023-09-30 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2022-10-01 046384983 GEORGE H & JANE A MIFFLIN MEMORIAL FUND GEOR 6175236531 LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 THOMAS R APPLETON TRUSTEE 6175236531 2023-11-16 1 THOMAS APPLETON 999009999 0 MARY JEAN MOUGHAN P00133963 6175236531 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 65308125 X X 110501 118088 707050 707050 2233131 4222311 2234464 3050682 3059602 124168 86917 37251 49861 44061 5800 124915 89915 35000 43656 13356 0 250 0 250 342850 234249 78301 3349000 3349000 3691850 234249 3427301 -641168 2825353 766 280 280 2765000 2724000 2724000 18959398 18359716 62583845 21725164 21083996 65308125 0 0 X 24423816 23744211 0 0 -2698652 -2660215 21725164 21083996 21725164 21083996 21725164 -641168 0 21083996 0 21083996 PUBLICLY TRADED SECURITIES P 4222311 1987847 2234464 2234464 2234464 39272 0 39272 0 39272 41656 0 0 0 41656 X 0 2384 2384 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 HTTP://MIFFLINMEMORIALFUND.ORG LORING WOLCOTT COOLIDGE TRUST LLC 6175236531 230 CONGRESS STREET BOSTON MA 02110 X 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE COOLIDGE 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 41382 0 0 C-F DAVID BOIT 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 41382 0 0 THOMAS R APPLETON 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 41404 0 0 NONE 0 NONE 0 0 61762658 2708849 0 64471507 0 0 64471507 967073 63504434 3175222 3175222 39272 39272 3135950 0 3135950 0 3135950 3427301 0 3427301 3135950 3346629 0 0 3427301 3346629 0 0 80672 0 0 0 0 0 0 0 0 3055278 0 0 0 LAWRENCE COOLIDGE C/OLORINGWOLCOTT COOLIDGE 230 CONGRESS ST BOSTON MA 02110 6175236531 WHEN APPLYING SEND THE FOLLOWING: PROPOSAL OF ORGANIZATION; FUNDING FOR; AMOUNT; PROJECT BUDGET; RECENT FINACIAL STATEMENTS; IRS EXEMPT STATUS LETTER; ACCURATE FINANCIAL DATA WHICH MEASURE THE SUCCESS OF THE PROGRAM; AND LAST 2 YEARS OF INCOME STATEMENT AND BALANCE SHEET. 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INC READY INSPIRE ACT 330 COCHITUATE RD 1784 FRAMINGHAM MA 01701 NONE PC BASIC NEEDS AND EDUCATION AND HOUSING FOR SURVIVORS 10000 RIAN IMMIGRANT CENTER ONE STATE STREET 8TH FL BOSTON MA 02109 NONE PC LEGAL SERVICES 15000 ROOT NS INC 35 CONGRESS STREET SUITE 2350 SALEM MA 01970 NONE PC YOUTH CULINARY TRAINING PROGRAM 10000 ROXBURY PREPARATORY CHARTER SCHOOL 120 FISHER AVENUE ROXBURY MA 02120 NONE PC PREP COMPREHENSIVE CAMPAIGN(MULIT YEAR GRANT OFVER 2 YRS) 85000 SALEM ACADEMY CHARTER SCHOOL 45 CONGRESS STREET SALEM MA 01970 NONE PC COLLEGE COUNSELING SUPPORT SERVICES 50000 SITKA CONSERVATION SOCIETY 201 LINCOLN STREET RM 4 SITKA AK 99835 NONE PC FOR TONGASS NATIONAL FOREST PROTECTION 70000 SOUTHEAST ALASKA CONSERVATION COUNCIL 2207 JORDAN AVENUE JUNEAU AK 99801 NONE PC TONGASS CONSERVATION 30000 SPEAK FOR THE TREES BOSTON 1452 DORCHESTER AVE 4TH FL DORCHESTER MA 02122 NONE PC SUMMER 2023 TEEN URBAN TREE CORPS 10000 ST FRANCIS HOUSE PO BOX 120499 ESSEX STATION BOSTON MA 02112 NONE PC PROGRAMS AND SERVICES 35000 STEPPINGSTONE FOUNDATION ONE APPLETON STREET 4TH FL BOSTON MA 02116 NONE PC SCHOLARS PROGRAM 25000 STRAIGHT AHEAD MINISTRIESINC 791 MAIN STREET WORCESTER MA 01610 NONE PC BOSTON YOUTH RE-ENTRY PROGRAM 15000 THE BOSTON HIGHER EDUCATION RESOURCE CENTER 62 NORTHAMPTON ST BOSTON MA 02118 NONE PC PASSPORT TO COLLEGE 10000 THE HAVEN PROJECT 57 MUNROE STREET LYNN MA 01901 NONE PC GEN OP/CLIENT SERVICES 10000 THE NATIONAL EDUCATION EQUITY LAB 648 BROADWAY STE 603 NEW YORK NY 10012 NONE PC EXPANDING ACCESS TO COLLEGE COURSEWORK FOR TITLE I SCHOLARS 150000 THE NEIGHBORHOOD DEVELOPERS 4 GERRISH AVENUE CHELSEA MA 02150 NONE PC 2023 AFFORDABLE HOUSING 50000 THE WISH PROJECT INC PO BOX 8693 LOWELL MA 01853 NONE PC BASIC NEEDS FOR CHILDREN AND FAMILIES 10000 THRIVE SCHOLARS 75 FEDERAL STREET SUITE 1250 BOSTON MA 02110 NONE PC BOSTON PROGRAM EXPANSION 25000 TRUSTEES FOR ALASKA 1026 WEST FOURTH AVE SUITE 201 ANCHORAGE AK 99501 NONE PC ENVIRONMENTAL LEGAL SERIVICES FOR 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WORCESTER MA 01602 NONE PC CORE 10000 YOUTH DEVELOPMENT ORGANIZATION INC 15 UNION STREET SUITE 563 LAWRENCE MA 01840 NONE PC YDO STEM OPPORTUNITY PROGRAM 30000 3349000 0 14 110501 14 707050 18 2233131 0 3050682 0 3050682 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE TRUST LLC 44061 44061 0 LWC TAX PREP- 2021, 2022 5800 0 5800 PART VIII LINE 1(B) 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE TRUSTEE/S MANAGING THE AFFAIRS OF THEFOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR990PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PERWEEK HAS BEEN INDICATED. THE TRUSTEE/S ARE PROFESSIONALFIDUCIARIES WHO MANAGE A NUMBER OF TRUST/FOUNDATIONRELATIONSHIPS AND WHO EMPLOY ACCOUNTING, SUPPORT AND TAXCOMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAIDRELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS ANESTIMATE OF THE TIME SPENT BY THE NAMED TRUSTEE/S AS WELL ASTHEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFERFROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR.THE TRUSTEES FEES NOTED ALSO INCLUDES AN INVESTMENT ADVISORYCOMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENTASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ONFAIR MARKET VALUE. 23,756 SHS ABBOTT LABORATORIES 581310 2300769 9,100 SHS AUTOMATIC DATA PROCESSING 34451 2189278 6,930 SHS STRYKER CORP 23172 1893761 3,900 SHS STRYKER CORP 23465 1065753 16,550 SHS HEINEKEN HOLDING NV 806867 1251094 16,500 SHS DANAHER CORP SHS BEN INT 515425 4093650 17,840 SHS CANADIAN NATIONAL RAILWAY 464221 1932607 7,500 SHS BERKSHIRE HATHAWAY INC CL B 438098 2627250 12,050 SHS PHILIP MORRIS INTERNATIONAL 556847 1115589 7,875 SHS CHURCH & DWIGHT CO 126695 721586 22,895 SHS FISERV INC 267594 2586219 14,560 SHS MASTERCARD INC 298629 5764450 27,655 SHS TJX COMPANIES 303964 2457976 24,800 SHS EOG RESOURCES 1260673 3143648 8,755 SHS INTUIT 510329 4473280 13,400 SHS AMERICAN TOWER CORP 1273130 2203630 30,600 SHS ALPHABET INC CL-A 1207090 4004316 3,615 SHS META PLATFORMS INC CL A 461170 1085259 7,250 SHS PAYCOM SOFTWARE INC 341827 1879708 16,400 SHS AMAZON.COM 1462142 2084768 15,585 SHS MICROSOFT CORP 1751782 4920964 6,285 SHS ADOBE SYSTEMS INC 1805921 3204722 2,855 SHS MSCI INC 499704 1464843 6,145 SHS VEEVA SYSTEMS INC 650804 1250200 2,710 SHS THERMO FISHER SCIENTIFIC INC 1304908 1371721 2,015 SHS PARKER-HANNIFIN CORP 697918 784883 3,785 SHS WEX INC 691580 711921 FILING FEE - COMM OF MA FORM PC ANNUAL REPORT 250 0 250 LWC FIDUCIARY ADVISORS FEES 89915 89915 0 LWC FIDUCIARY ADVISORS ADMINISTRATIVE SERVICES 35000 0 35000 ESTIMATED FEDERAL EXCISE TAX FOR 9/30/23 30300 0 0 FOREIGN TAXES WITHHELD 13356 13356 0