2024-11-07T14:15:11-06:00 2024-09-30 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-10-01 046384983 GEORGE H & JANE A MIFFLIN MEMORIAL FUND GEOR 6175236531 LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 THOMAS R APPLETON TRUSTEE 6175236531 2024-11-05 1 1 MARY JEAN MOUGHAN P00133963 6175236531 2023 2024-10-15 13:58:12Z X 77416287 X X 164421 165412 735965 735965 2839137 3314625 2839137 3739523 3740514 140754 98528 42226 43112 43112 0 136924 101924 35000 58918 17646 0 250 0 250 379958 261210 77476 3141000 3141000 3520958 261210 3218476 218565 3479304 280 8560 8560 2724000 3209000 3209000 18359716 18085001 74198727 21083996 21302561 77416287 0 0 X 23744211 23744211 0 0 -2660215 -2441650 21083996 21302561 21083996 21302561 21083996 218565 0 21302561 0 21302561 PUBLICLY TRADED SECURITIES P 3314625 475488 2839137 2839137 2839137 48362 0 48362 0 48362 43656 0 0 0 43656 X 0 4706 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 46910 0 0 C-F DAVID BOIT 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 46910 0 0 THOMAS R APPLETON 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 46934 0 0 NONE 0 NONE 0 0 70459188 3047324 0 73506512 0 0 73506512 1102598 72403914 3620196 3620196 48362 48362 3571834 0 3571834 0 3571834 3218476 0 3218476 3571834 3055278 0 0 3218476 3055278 0 0 163198 0 0 0 0 0 0 0 0 3408636 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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SERVICES FOR PROVEN RISK YOUNG ADULTS 15000 VETERANS LEGAL SERVICES PO BOX 8457 BOSTON MA 02114 NONE PC CIVIL LEGAL AID FOR MASS VETERANS 25000 VOLUNTEER LAWYERS PROJECT OF THE BOSTON BAR ASSOCIATION 7 WINTHROP SQUARE 2ND FL BOSTON MA 02110 NONE PC EASTERN REGION LEGAL INTAKE HELP LINE 100000 WELLSPRING HOUSE INC 302 ESSEC AVENUE GLOUCESTER MA 01930 NONE PC PATHWAYS TO A LIVABLE WAGE 15000 WOMENS BAR FOUNDATION 105 CHAUNCY STREET 8TH FLOOR BOSTON MA 02111 NONE PC FAMILY LAW PROJECT FOR DOMESTIC ABUSE SURVIVORS 30000 WOMENS LUNCH PLACE INC 67 NEWBURY STREET BOSTON MA 02116 NONE PC CORE MISSION. 10000 WORCESTER YOUTH CENTER 326 CHANDLER STREEET 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 3141000 0 14 164421 14 735965 18 2839137 0 3739523 0 3739523 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE TRUST LLC 43112 43112 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 .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 2708422 9,100 SHS AUTOMATIC DATA PROCESSING 34451 2518243 6,635 SHS STRYKER CORP 22186 2396960 3,900 SHS STRYKER CORP 23465 1408914 16,550 SHS HEINEKEN HOLDING NV 806867 1252305 16,095 SHS DANAHER CORP SHS BEN INT 441915 4474732 16,940 SHS CANADIAN NATIONAL RAILWAY 438670 1984521 7,250 SHS BERKSHIRE HATHAWAY INC CL B 423495 3336885 12,050 SHS PHILIP MORRIS INTERNATIONAL 556847 1462870 5,950 SHS CHURCH & DWIGHT CO 95653 623084 22,895 SHS FISERV INC 267594 4113087 11,875 SHS MASTERCARD INC 243459 5863875 26,000 SHS TJX COMPANIES 285182 3056040 24,800 SHS EOG RESOURCES 1260673 3048664 8,575 SHS INTUIT 499530 5325075 13,400 SHS AMERICAN TOWER CORP 1273130 3116304 30,600 SHS ALPHABET INC CL-A 1207090 5075010 3,305 SHS META PLATFORMS INC CL A 419604 1891914 8,430 SHS PAYCOM SOFTWARE INC 542598 1404185 16,400 SHS AMAZON.COM 1462142 3055812 15,500 SHS MICROSOFT CORP 1671120 6454500 6,115 SHS ADOBE SYSTEMS INC 1753990 3166225 2,450 SHS MSCI INC 428818 1428179 6,145 SHS VEEVA SYSTEMS INC 650805 1289651 2,710 SHS THERMO FISHER SCIENTIFIC INC 1304909 1676325 2,015 SHS PARKER-HANNIFIN CORP 697918 1273117 3,785 SHS WEX INC 691580 793828 FILING FEE - COMM OF MA FORM PC ANNUAL REPORT 250 0 250 LWC FIDUCIARY ADVISORS FEES 101924 101924 0 LWC FIDUCIARY ADVISORS ADMINISTRATIVE SERVICES 35000 0 35000 ESTIMATED FEDERAL EXCISE TAX FOR 9/30/24 41272 0 0 FOREIGN TAXES WITHHELD 17646 17646 0