2024-11-15T08:57:12-06:00 2024-10-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-11-01 363558730 BARR CHARITABLE TRUST C/O NUSHIN KORMI ET AL TRUSTEES BARR 6175236531 230 CONGRESS STREET BOSTON MA 021102437 NUSHIN KORMI TRUSTEE 6175236531 2024-11-12 1 1 MARY JEAN MOUGHAN P00133963 6175236531 2023 2024-10-15 13:58:12Z X 1002182 X X 848 860 7890 7890 24221 52733 25429 32959 34179 4950 4950 0 432 432 0 5285 3585 1700 360 187 0 257 2 255 11284 9156 1955 37250 37250 48534 9156 39205 -15575 25023 262 72 72 32000 23000 23000 308047 302363 938637 29619 28918 40473 369928 354353 1002182 0 0 X 377511 377511 0 0 -7583 -23158 369928 354353 369928 354353 369928 -15575 0 354353 0 354353 PUBLICLY TRADED SECURITIES 52733 27304 25429 25429 25429 348 0 348 0 348 100 0 0 0 100 0 248 0 0 0 0 0 0 0 0 0 0 1 1 IL 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 AMY L DOMINI 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 2475 0 0 TERI L BARR 4266 GILBERT STREET OAKLAND CA 94611 TRUSTEE 1.00 0 0 0 BIANCA BARR 655 IRVING PARK ROAD APT 2711 CHICAGO IL 60613 TRUSTEE 1.00 0 0 0 SHIRA STERNBERG 407 COLD SPRING ROAD NORTH BENNINGTON VT 05257 TRUSTEE 1.00 0 0 0 NUSHIN KORMI 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 2475 0 0 NONE 0 NONE 0 N/A 0 0 0 934952 17840 0 952792 0 0 952792 14292 938500 46925 46925 348 348 46577 0 46577 0 46577 39205 0 39205 46577 33116 0 0 39205 33116 0 0 6089 0 0 0 0 0 0 0 0 40488 0 0 0 X ACCELERATE CHANGE INC 294 WASHINGTON ST SUITE 500 BOSTON MA 02108 NONE PC GENERAL 1000 BENNINGTON COLLEGE ONE COLLEGE DRIVE BENNINGTON VT 05201 NONE PC CAPA 1500 BENNINGTON EARLY CHILDHOOD CENTER 1506 HARWOOD HILL BENNINGTON VT 05201 NONE PC GENERAL 800 BORDERLESS MAGAZINE 3432 W DIVERSEY AVE2ND FLOORSUITE 8 CHICAGO IL 60647 NONE PC GENERAL 500 CHICAGO FOUNDATION FOR WOMEN 140 S DEARBORN ST SUITE 400 CHICAGO IL 60603 NONE PC GENERAL 3000 CHILDREN RISING 2633 TELEGRAPH AVENUE 412 OAKLAND CA 94612 NONE PC GENERAL 500 COMMUNITY RESOURCES FOR SCIENCE 1611 SAN PABLO AVE SUITE 10B BERKELEY CA 94702 NONE PC GENERAL 1000 DISABILITY LEAD 567 W LAKE STREET SUITE 1150 CHICAGO IL 60661 NONE PC GENERAL 4000 DOCTORS WITHOUT BORDERS USA PO BOX 5030 HAGERSTOWN MD 21741 NONE PC GENERAL 500 ENVISION UNLIMITED 8 S MICHIGAN AVENUE SUITE 1700 CHICAGO IL 60603 NONE PC GENERAL & TO SUPPORT THE ADAPTIVE CYCLING PROGRAM 6000 FOS FEMINISTA 125 MAIDEN LANE 9TH FLOOR NEW YORK NY 10038 NONE PC GENERAL 500 GREATER BENNINGTON INTERFAITH COMMUNITY SERVICES PO BOX 702 BENNINGTON VT 05201 NONE PC SPONSOR THE EMPTY BOWLS EVENT IN HONOR OF JOAN GOODRICHS WORK 1000 HUBBARD HALL PROJECTS 25 EAST MAIN ST CAMBRIDGE NY 12816 NONE PC THANKS TO ANDREW PATE FOR HIS WORK 200 IMPACT 100 EAST BAY PO BOX 2889 CASTRO VALLEY CA 945460889 NONE PC GENERAL 2000 INSTITUTE OF MEDICAL HUMANISM PO BOX 197 160 BENMONT AVE BENNINGTON VT 05201 NONE PC CENTER FOR COMMUNICATION IN MEDICINE SPEAK SOONER PROGRAM 500 LIVING TREE ALLIANCE PO BOX 532 MORETOWN VT 05660 NONE PC FOR 2ND DAY ROSH HASHANAH AND CHILDREN PROGRAMMING THROUGOUT THE YEAR 2000 MAGEE WOMENS RESEARCH INSTITUTE 204 CRAFT AVENUE PITTSBURGH PA 15213 NONE PC GENERAL 1000 MIDDLE EAST CHILDRENS ALLIANCE 1101 8TH STREET SUITE 100 BERKELEY CA 94710 NONE PC GENERAL 500 NEW ISRAEL FUND PO BOX 70358 PHILADELPHIA PA 19176 NONE PC GENERAL 250 NOTLEY IMPACT FREEDOM 2 VOTE 1023 SPRINGDALE RD SUITE 1J AUSTIN TX 78721 NONE PC GENERAL 2000 PEF ISRAEL ENDOWMENT FUND INC 630 THIRD AVE SUITE 1501 NEW YORK NY 10017 NONE PC RECOMMENDATION FOR USE BY WOMEN WAGE PEACE 250 PROSPECT MOUNTAIN ASSOCIATION PO BOX 444 BENNINGTON VT 05201 NONE PC BILL KOCH LEAGUE 1000 SAGE CITY SYMPHONY PO BOX 547 SHAFTSBURY VT 05262 NONE PC GENERAL 350 SEVA FOUNDATION 1786 FIFTH STREET BERKELEY CA 94710 NONE PC GENERAL 250 SURGE INSTITUTE 2045 W GRAND AVENUE SUITE B PMB 63441 CHICAGO IL 60612 NONE PC GENERAL 1500 THE FUND FOR NORTH BENNINGTON INC PO BOX 803 NORTH BENNINGTON VT 05257 NONE PC GENERAL 350 UNITED CHILDRENS SERVICES OF BENNINGTON COUNTY 100 LEDGEHILL RD BENNINGTON VT 05201 NONE PC GRACE WINSLOW SPECIAL PROJECT 1300 VERMONT ARTS EXCHANGE PO BOX 725 48 MAIN STREET NORTH BENNINGTON VT 05257 NONE PC GENERAL 500 WOMENS CANCER RESOURCE CENTER 2908 ELLSWORTH ST BERKELEY CA 94705 NONE PC GENERAL 1000 WORKING AMERICA EDUCATION FUND 815 16TH STREET NW WASHINGTON DC 20006 NONE PC GENERAL 1000 YOUNG CENTER 2245 SOUTH MICHIGAN AVENUE SUITE 301 CHICAGO IL 60616 NONE PC FOR IMMIGRANT CHILDRENS RIGHTS 1000 37250 0 14 848 14 7890 18 24221 990PF EXCISE TAX REFUND 2022 01 0 32959 0 32959 0 0 0 0 0 0 0 0 0 0 LWC TRUST LLC ACCOUNTING FEES 432 432 0 N/A 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. 128 STRYKER CORP 7849 45604 58 HOME DEPOT INC 2444 22838 180 CANADIAN NATIONAL RAILWAY 3887 19426 335 STARBUCKS CORP 11485 32730 367 APPLE COMPUTER INC 3582 82909 230 FISERV INC 2954 45517 150 NIKE INC CLASS B 3120 11569 70 INTUIT 4174 42721 300 ALPHABET INC CL-A 7365 51333 170 AMERICAN TOWER CORP 24167 36302 120 DANAHER CORP SHS BEN INT 6748 29479 130 MASTERCARD INC 11708 64947 125 PAYCOM SOFTWARE INC 13489 26129 45 ROPER INDUSTRIES INC 12464 24198 200 AMAZON.COM 16426 37280 75 SALESFORCE.COM 9290 21853 125 NXP SEMICONDUCTORS 10464 29313 50 SHS ADOBE SYSTEMS 14710 23904 60 SHS COSTCO WHOLESALE 20604 52451 155 SHS MICROSOFT CORP 25062 62984 45 SHS THERMO FISHER SCIENTIFIC INC 20659 24584 20 SHS IDEXX LABS 10848 8138 700 SHS NVIDIA CORP 9663 92932 20 SHS REGENERON PHAR 20034 16764 110 SHS VERALTO CORPORATION 6070 11241 65 SHS WEX INC 12574 11219 20 SHS SYNOPSYS INC 10523 10272 1,452.274 DOMINI INTERNATIONAL SOCIAL EQUITY FUND AT COST 14534 15830 205 SHS TRADE DESK INC AT COST 14384 24643 ILLINOIS CHARITY BUREAU FUND 15 0 15 CHICAGO DAILY LAW BULLETIN 240 0 240 AGENT FEE 2 2 0 LWC FIDUCIARY ADVISORS LLP 3585 3585 0 TAX PREPARATION FEE 1700 0 1700 FOREIGN TAX 187 187 0 FEDERAL EXCISE TAX 9/30/23 73 0 0 FEDERA ESTIMATE EXCISE TAX 9/30/2024 100 0 0