2024-11-15T08:58:00-06:00 2023-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-01-01 046644020 THE IVES FAMILY CHARITABLE TRUST IVES 6175236531 LWC 230 CONGRESS ST 12FL BOSTON MA 02110 GILBERT M RODDY JR TRUSTEE 6175236531 2024-11-06 1 0 KELSEY E FITZPATRICK P01665963 6175236531 2024-11-06 2023 2024-10-15 13:58:12Z X 5034977 X X 13 13 49904 49937 356183 633747 448783 406100 498733 8670 8670 0 2376 2376 0 3855 3855 0 1091 1091 0 563 528 35 16555 16520 35 375722 375722 392277 16520 375757 13823 482213 479 97186 97186 112000 228000 228000 1737927 1535593 4709791 1850406 1860779 5034977 3200 250 3450 0 X 3083237 3083237 0 0 -1236281 -1222458 1846956 1860779 1850406 1860779 1846956 13823 0 1860779 0 1860779 PUBLICLY TRADED SECURITIES P 633747 184964 448783 448783 448783 6703 0 6703 0 6703 7174 0 0 0 7174 0 471 471 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 GILBERT M RODDY JR 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 8670 0 0 J ATWOOD IVES 1010 WALTHAM STREET LEXINGTON MA 02421 TRUSTEE 1.00 0 0 0 ELIZABETH S IVES 1010 WALTHAM STREET LEXINGTON MA 02421 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4474607 315661 0 4790268 0 0 4790268 71854 4718414 235921 235921 6703 6703 229218 0 229218 0 229218 375757 0 375757 229218 0 0 219483 259953 415544 518951 140179 1554110 375757 0 0 0 229218 146539 0 0 1700649 0 0 0 0 0 0 219483 1481166 259953 415544 518951 140179 146539 J ATWOOD IVES ELIZABETH S IVES J ATWOOD IVES 1010 WALTHAM STREET LEXINGTON MA 02421 6172276655 WRITTEN FORM INDICATING AMOUNTS REQUESTED AND PROJECTED USE NONE NONE ACCION 1101 15 ST NW SUITE 400 WASHINGTON DC 20005 NONE PC GENERAL PURPOSES 100 ADDISON COUNTY PARENTCHILD CENTER 126 MONROE ST MIDDLEBURY VT 05753 NONE PC GENERAL PURPOSES 4000 AMERICAN RIVERS 1101 FOURTEENTH ST NW SUITE 1400 WASHINGTON DC 20005 NONE PC GENERAL PURPOSES 1750 ATRIA COLLECTIVE (FKA WOMENSAFE) PO BOX 67 MIDDLEBURY VT 05753 NONE PC GENERAL PURPOSES 1000 BARNSTABLE LAND TRUST INC 1540 MAIN STREET WEST BARNSTABLE MA 02668 NONE PC GENERAL PURPOSES 250 BEACON HILL VILLAGE 74 JOY STREET BOSTON MA 02114 NONE PC GENERAL PURPOSES 500 BRADY 840 FIRST ST NE SUITE 400 WASHINGTON DC 20002 NONE PC GENERAL PURPOSES 100 BUCKINGHAM BROWNE & NICHOLS SCHOOL 80 GERRYS LANDING RD CAMBRIDGE MA 02138 NONE PC GENERAL PURPOSES 2000 CAI PUBLIC RADIO 3 WATER STREET WOODS HOLE MA 02453 NONE PC GENERAL PURPOSES 2000 CAPE COD HEALTHCARE FOUNDATION 32 MAIN STREET HYANNIS MA 02601 NONE PC GENERAL PURPOSES 250 COMMON DREAMS 22 FAIR OAKS TERRACE LEXINGTON MA 02421 NONE PC GENERAL PURPOSES 2000 CONSERVATION LAW FOUNDATION INC 62 SUMMER STREET BOSTON MA 02110 NONE PC GENERAL PURPOSES 2500 CORNELL LAB OF ORNITHOLOGY 159 SAPSUCKER WOODS RD ITHACA NY 14850 NONE PC GENERAL PURPOSES 240 DEFENDERS OF WILDLIFE 1130 17TH ST NW WASHINGTON DC 20036 NONE PC GENERAL PURPOSES 500 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC GENERAL PURPOSES 1500 EARTHWATCH INSTITUTE 114 WESTERN AVE BOSTON MA 02134 NONE PC GENERAL PURPOSES 2000 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVE NW SUITE 600 WASHINGTON DC 20009 NONE PC GENERAL PURPOSES 86000 FAMILY TO FAMILY PROJECT 727 ATLANTIC AVE BOSTON MA 02111 NONE PC GENERAL PURPOSES 250 FEED THE HUNGRY 530 E IRELAND ROAD SOUTH BEND IN 46614 NONE PC GENERAL PURPOSES 1000 FINCA 1201 15TH STREET NW WASHINGTON DC 20005 NONE PC GENERAL PURPOSES 750 FISH OF LEXINGTON INC 1912 MASSACHUSETTS AVE LEXINGTON MA 02421 NONE PC GENERAL PURPOSES 100 FORT TICONDEROGA ASSOCIATION PO BOX 390 TICONDEROGA NY 12883 NONE PC GENERAL PURPOSES 1242 FRIENDS OF LINCOLN COMMUNITY SCHOOL 795 EAST RIVER ROAD LINCOLN VT 05443 NONE PC GENERAL PURPOSES 2000 FRIENDS OF THE EARTH 1101 15TH ST NW 11TH FLOOR WASHINGTON DC 20005 NONE PC GENERAL PURPOSES 250 GBH ONE GUEST STREET BOSTON MA 02135 NONE PC GENERAL PURPOSES 20000 GBH ONE GUEST STREET BOSTON MA 02135 NONE PC EDUCATIONAL FOUNDATION 10000 GROTON SCHOOL 282 FARMERS ROW GROTON MA 01450 NONE PC GENERAL PURPOSES 1000 GUARDIAN ANGELS SERVICE DOGS 3251 NE 180TH AVE WILLISTON FL 32696 NONE PC GENERAL PURPOSES 1250 HABITAT FOR HUMANITY OF CAPE COD 411 MAIN ST STE6 YARMOUTH PORT MA 02675 NONE PC GENERAL PURPOSES 500 HUNTER COLLEGE FOUNDATION SCHOOL OF SOCIAL WORK 2180 THIRD AVENUE NEW YORK NY 10035 NONE PC AMY WATKINS SCHOLARSHIP FUND 2000 HUNTINGTON THEATRE COMPANY 281 HUNTINGTON AVE BOSTON MA 02115 NONE PC GENERAL PURPOSES 47000 INTERNATIONAL FUND FOR ANIMAL WELFARE 290 SUMMER STREET YARMOUTH PORT MA 02675 NONE PC GENERAL PURPOSES 100 LEOPOLD SCHEPP FOUNDATION 950 FIFTH AVE 31ST FLOOR NEW YORK NY 10022 NONE PC GENERAL PURPOSES 2000 MASSACHUSETTS AUDUBON SOCIETY 208 SOUTH GREAT RD LINCOLN MA 01773 NONE PC LONG PASTURE WILDLIFE SANCTUARY 18500 MASSACHUSETTS AUDUBON SOCIETY 208 SOUTH GREAT RD LINCOLN MA 01773 NONE PC GENERAL PURPOSES 2190 MASSACHUSETTS BAIL FUND 1452 DORCHESTER AVE DORCHESTER MA 02122 NONE PC GENERAL PURPOSES 2000 MORE THAN WORDS 376 MOODY ST WALTHAM MA 02453 NONE PC GENERAL PURPOSES 2000 MSPCA 350 SOUTH HUNTINGTON AVENUE BOSTON MA 02130 NONE PC GENERAL PURPOSES 500 NATIONAL AUDUBON SOCIETY 225 VARICK STREET NEW YORK NY 10014 NONE PC GENERAL PURPOSES 450 NATIONAL GEOGRAPHIC SOCIETY 1145 17TH STREET WASHINGTON DC 20036 NONE PC GENERAL PURPOSES 300 NATIONAL PARK FOUNDATION 1500 K ST NW SUITE 700 WASHINGTON DC 20005 NONE PC GENERAL PURPOSES 25000 NATIONAL PARKS CONSERVATION FOUNDATION 777 6TH ST NW SUITE 700 WASHINGTON DC 20001 NONE PC GENERAL PURPOSES 10000 NATURAL RESOURCES DEFENSE COUNCIL 1152 15TH STREET NW SUITE 300 WASHINGTON DC 20005 NONE PC GENERAL PURPOSES 11000 NEW ENGLAND WILDLIFE CENTER 500 COLUMBIAN ST WEYMOUTH MA 02190 NONE PC BIRDSEY CAPE WILDLIFE CENTER 500 OPEN DOOR CLINIC 100 PORTER DRIVE MIDDLEBURY VT 05753 NONE PC GENERAL PURPOSES 1000 PARALYZED VETERANS OF AMERICA 1875 EYE ST NW SUITE 1100 WASHINGTON DC 20006 NONE PC GENERAL PURPOSES 100 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE PC GENERAL PURPOSES 500 SIERRA CLUB 50 FEDERAL ST 3RD FLOOR BOSTON MA 02110 NONE PC GENERAL PURPOSES 1000 STURGIS LIBRARY 3090 MAIN STREET BARNSTABLE MA 02630 NONE PC GENERAL PURPOSES 500 THE BOSTON FOUNDATION 75 ARLINGTON STREET 10TH FLOOR BOSTON MA 02116 NONE PC GENERAL PURPOSES 10000 UNICEF USA 125 MAIDEN LANE NEW YORK NY 10038 NONE PC GENERAL PURPOSES 10000 UNITED WAY OF ADDISON COUNTY 175 WILSON ROAD SUITE 101 MIDDLEBURY VT 05753 NONE PC GENERAL PURPOSES 2000 UNITED WAY OF MASSACHUSETTS BAY INC 9 CHANNEL CENTER ST SUITE 500 BOSTON MA 02210 NONE PC GENERAL PURPOSES 20000 UTEC INC 35 WARREN STREET LOWELL MA 01852 NONE PC GENERAL PURPOSES 2000 UVA SCHOOL OF ARCHITECTURE FOUNDATION PO BOX 400122 CHARLOTTESVILLE VA 22904 NONE PC GENERAL PURPOSES 2000 VETERANS OF FOREIGN WARS 406 W 34TH ST KANSAS CITY MO 64111 NONE PC GENERAL PURPOSES 300 WOODS HOLE OCEANOGRAPHIC INSTITUTION 183 OYSTER POND RD MS 40 WOODS HOLE MA 02543 NONE PC GENERAL PURPOSES 500 WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLD ROAD FALMOUTH MA 02540 NONE PC GENERAL PURPOSES 52000 WOUNDED WARRIOR PROJECT INC 4899 BELFORT ROAD STE 300 JACKSONVILLE FL 32256 NONE PC GENERAL PURPOSES 150 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 NONE PC GENERAL PURPOSES 5100 375722 0 14 13 14 49904 18 356183 0 406100 0 406100 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE - ACCOUNTING FEES 2376 2376 0 PART VIII 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 1.5 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 1.5 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. 775 ABBOTT LABORATORIES 19423 85304 445 ADOBE SYSTEMS INC 110087 265487 140 ALIGN TECHNOLOGY INC 50576 38360 2280 ALPHABET INC CLASS A 60157 318493 860 AMAZON COM 79416 130668 1040 AMERICAN TOWER CORP 78530 224515 782 AUTOMATIC DATA PROCESSING 62033 182183 865 BERKSHIRE HATHAWAY INC B SHARES 62677 315644 560 CANADIAN NATIONAL RAILWAY 15034 70353 1215 DANAHER CORP SHS BEN INT 78108 281078 1450 FISERV INC 18232 192618 2920 HDFC BANK LTD-ADR 90306 195961 595 INTUIT 35310 371893 1057 MASTERCARD INC 115369 450821 735 MICROSOFT CORP 80068 276389 1235 NEXTERA ENERGY INC 48016 75014 215 PARKER-HANNIFIN CORP 74468 99051 585 PAYCOM SOFTWARE INC 21796 120931 230 SERVICENOW INC 100850 162493 885 STRYKER CORP 23807 265022 2174 TJX COMPANIES INC 69629 203943 1495 TRADE DESK INC 31659 107580 295 THERMO FISHER SCIENTIFIC INC 139720 156583 1400 HEINEKEN HOLDING NV 70322 119407 ANNUAL REPORT FORM PC FEE 35 0 35 AGENT FEES 58 58 0 OTHER EXPENSES 470 470 0 LWC TAX PREPARATION 0 0 0 LWC FIDUCIARY ADVISORS 3855 3855 0 FOREIGN TAXES PAID 1091 1091 0