2024-05-01T09:57:27-05:00 2023-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-01-01 222677966 HOFFMAN FAMILY FOUNDATION GILBERT M RODDY JR ET AL TRUSTEES HOFF 6175236531 LWC 230 CONGRESS ST 12FL BOSTON MA 02110 GILBERT M RODDY JR CO-TRUSTEE 6175236531 2024-04-26 1 GILBERT RODDY JR 999009999 1 BETHANY K SHUKIE P02165556 6176222277 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1679642 X X 2594 2234 19087 17894 173901 255416 173901 195582 194029 8134 5422 2712 1079 1079 0 7290 5890 1400 734 468 0 35 0 35 17272 12859 4147 404000 404000 421272 12859 408147 -225690 181170 641 470 470 228000 84000 84000 565649 484130 1595172 794290 568600 1679642 0 0 X 1542980 1542980 0 0 -748690 -974380 794290 568600 794290 568600 794290 -225690 0 568600 0 568600 PUBLICLY TRADED SECURITIES P 2023-12-31 255416 81515 173901 173901 173901 2518 0 2518 0 2518 3720 0 0 0 3720 0 1202 1202 0 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 230 CONGRESS STREET BOSTON MA 02110 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN E HOFFMAN JR 279 BOWLDER RD SULLIVAN NH 03445 TRUSTEE 3.00 0 0 0 GILBERT M RODDY JR LWC C/O 230 CONGRESS STREET 12FL BOSTON MA 02110 TRUSTEE 3.00 4067 0 0 AMORY LORING LOGAN LWC C/O 230 CONGRESS STREET 12FL BOSTON MA 02110 TRUSTEE 3.00 4067 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 1502906 42154 0 1545060 0 0 1545060 23176 1521884 76094 76094 2518 2518 73576 0 73576 0 73576 408147 0 408147 73576 0 0 373241 394514 453101 389243 423263 2033362 408147 0 0 0 73576 334571 0 0 2367933 0 0 0 0 0 0 373241 1994692 394514 453101 389243 423263 334571 X APPLE HILL CENTER FOR CHAMBER MUSIC APPLE HILL ROAD PO BOX 217 SULLIVAN NH 03445 NONE PC OPERATING SUPPORT 55000 ARTS ALIVE INC 39 CENTRAL SQUARE SUITE 203 KEENE NH 03431 NONE PC OPERATING SUPPORT 8000 ASHUELOT CONCERTS C/O ARTS ALIVE 15 EAGLE COURT KEENE NH 03431 NONE PC GENERAL 4000 BRANFORD COMPASSION CLUB PO BOX 768 BRANFORD CT 06405 NONE PC GENERAL 5500 CHESHIRE HEALTH FOUNDATION 580 COURT STREET KEENE NH 03431 NONE PC GENERAL 10000 COLONIAL THEATER GROUP 95 MAIN STREET KEENE NH 03431 NONE PC GENERAL 60000 COMMUNITY KITCHEN 37 MECHANIC ST KEENE NH 03431 NONE PC GENERAL 1000 ERIC CARLE MUSEUM OF PICTURE BOOK ART 125 WEST BAY ROAD AMHERST MA 01002 NONE PC GENERAL 1000 FIRST CONGREGATIONAL CHURCH OF SOUTH HADLEY MA ONE CHURCH STREET SOUTH HADLEY MA 01075 NONE PC OUTREACH PROGRAM 1000 GIRLS INCORPORATED OF THE VALLEY 6 OPEN SQUARE WAY HOLYOKE MA 01040 NONE PC GENERAL 1000 HUNDRED NIGHTS INC PO BOX 833 17 LAMSON STREET KEENE NH 03431 NONE PC OPERATING SUPPORT 19000 KEENE ELM CITY ROTARY CLUB 835 COURT ST KEENE NH 03431 NONE PC GENERAL 18000 KEENE SENIOR CENTER 70 COURT STREET KEENE NH 03431 NONE PC OPERATING SUPPORT 3000 LILYS PLACE INC PO BOX 2 HUNTINGTON WV 25706 NONE PC GENERAL 1000 MAPS COUNSELING SERVICES 19 FEDERAL STREET KEENE NH 03431 NONE PC GENERAL 3000 MASTERS SCHOOL 49 CLINTON AVENUE DOBBS FERRY NY 10522 NONE PC GENERAL 1000 MEDSTAR GEORGETOWN CANCER INSTITUTE AT WASHINGTON HOSPITAL 3800 RESERVOIR RD NW WASHINGTON DC 20007 NONE PC GENERAL 3000 MONADNOCK CENTER FOR VIOLENCE PREVENTION 12 COURT ST KEENE NH 03431 NONE PC GENERAL 1000 MONADNOCK FAMILY SERVICES 17 93RD STREET KEENE NH 03431 NONE PC GENERAL OPERATING SUPPORT 109000 MONADNOCK REGION HUMNAE SOCIETY 101 W SWANZEY ROAD SWANZEY NH 03446 NONE PC GENERAL 1000 MONADNOCK UNITED WAY 23 CENTER STREET KEENE NH 03431 NONE PC GENERAL 50000 MOVING COMPANY DANCE CENTER 76 RAILROAD STREET KEENE NH 03431 NONE PC OPERATING SUPPORT 11000 NEW HAMPSHIRE CENTER FOR NONPROFITS 10 FERRY STREET SUITE 315 CONCORD NH 03301 NONE PC GENERAL 1000 NEW HAMPSHIRE CHARITABLE FOUNDATION 37 PLEASANT STREET CONCORD NH 03301 NONE PC GENERAL 11000 NORTH SHORE PLAYERS 24 SCHOOL STREET BEVERLY MA 01915 NONE PC GENERAL 1500 SOCIETY FOR THE PROTECTION OF NH FORESTS 54 PORTSMOUTH STREET CONCORD NH 03301 NONE PC GENERAL 1000 SPECIAL OLYMPICS PENNSYLVANIA 2570 BOULEVARD OF THE GENERALS SUITE 124 NORRISTOWN PA 19403 NONE PC GENERAL 3000 TAKODAH YMCA 32 LAKE STREET NORTH SWANZEY NH 03431 NONE PC GENERAL 1000 UNITED CONGREGATIONAL CHURCH OF SULLIVAN PO BOX 73 SULLIVAN NH 03445 NONE PC OPERATING SUPPORT 18000 URBAN ROOTS GARDEN CLASSROOM 100 VINE ST RENO NV 89503 NONE PC GENERAL 1000 404000 0 14 2594 14 19087 18 173901 0 195582 0 195582 0 0 0 0 0 0 0 0 0 0 LORING, WOLCOTT & COOLIDGE TRUST LLC 1079 1079 0 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 1 TO 3 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 1 TO 3 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. 660 ABBOTT LABORATORIES 5211 72646 285 AUTOMATIC DATA PROCESSING 1846 66396 265 MICROSOFT CORP 1656 99651 235 STRYKER CORP 2267 70373 210 ACCENTURE PLC 7084 73691 320 CANADIAN NATIONAL RAILWAY 7965 40202 745 TJX COMPANIES 7989 69888 185 MASTERCARD INC 3816 78904 595 FISERV INC 8748 79040 410 APPLE INC 8381 78937 605 EOG RESOURCES 35035 73175 135 INTUIT 8086 84379 260 DANAHER CORP SHS BEN INT 12008 60148 300 AMERICAN TOWER CORP 28453 64764 510 ALPHABET INC CLASS A 21436 71242 420 AMAZON.COM 33721 63815 310 LOWES COMPANIES 49721 68991 80 O'REILLY AUTOMOTIVE 35571 76006 135 ADOBE SYSTEMS INC 47415 80541 125 SERVICENOW INC 55152 88311 605 MERCK & CO INC HOLDINGS 45650 65957 115 THERMO FISHER SCIENTIFIC INC 55346 61041 86 VERALTON CORP 1573 7074 COMM OF MA FORM PC ANNUAL REPORT FILING FEE 35 0 35 LWC FIDUCIARY ADVISORS FEE 5890 5890 0 LORING WOLCOTT & COOLIDGE TRUST LLC - TAX PREPARATION FEE 1400 0 1400 2023 ESTIMATED FEDERAL EXCISE TAX 266 0 0 FOREIGN TAX PAID 468 468 0