2025-05-06T08:04:41-05:00 2024-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2024-01-01 046851595 SHIRLEY SHATTUCK WINDSOR CHARITABLE TRUST WIND 6175236531 LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 WENDY S HOLDING TRUSTEE 6175236531 2025-04-23 1 1 MARY JEAN MOUGHAN P00133963 6175236531 2024 2025-03-06 01:10:19Z X 7795446 X X 72041 72218 311321 795104 311321 383362 383539 25503 17852 7651 3647 3647 0 26896 24596 2300 8097 1779 0 1035 0 1035 65178 47874 10986 325000 325000 390178 47874 335986 -6816 335665 725 925 925 126000 234000 234000 2781292 2666276 7560521 2908017 2901201 7795446 0 0 X 0 0 0 0 2908017 2901201 2908017 2901201 2908017 2901201 2908017 -6816 0 2901201 0 2901201 PUBLICLY TRADED SECURITIES 795104 483783 311321 311321 311321 4666 0 4666 0 4666 3480 0 0 0 3480 0 1186 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 LWC 230 CONGRESS STREET 12FL 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 WENDY S HOLDING 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 14529 0 0 DAVID CUETOS 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 10974 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 7459073 241138 0 7700211 0 0 7700211 115503 7584708 379235 379235 4666 4666 374569 0 374569 0 374569 335986 0 335986 374569 320790 0 0 335986 320790 0 0 15196 0 0 0 0 0 0 0 0 359373 0 0 0 WENDY S HOLDING C/O LORING WOLCOTT COOLIDGE 230 CONGRESS STREET BOSTON MA 02110 6175236531 CONSULT ABOVE CONSULT ABOVE QUALIFIED CHARITABLE ORGANIZATIONS WITH AN EMPHASIS ON, BUT NOT LIMITED TO, THE PREVENTION OF CRUELTY TO ANIMALS OR FOR THE RELIEF OF THE POOR, THE DISTRESSED OR THE UNDERPRIVILEGED. ALL DOG RESCUE INC PO BOX 2072 NATICK MA 01760 NONE PUBLIC CHARITY MEDICAL ASSISTANCE FOR DOGS RESCUED FROM THE BOSTON 10000 BERKSHIRE HUMANE SOCIETY 214 BARKER ROAD PITTSFIELD MA 01201 NONE GENERAL 10000 CHARLES RIVER ALLEYCATS INC PO BOX 290759 BOSTON MA 02129 NONE PUBLIC CHARITY ASSIST WITH WORK IN BROCKTON, MASSACHUSETTS 35000 COMMUNITY SERVINGS 18 MARBURY TERRACE JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY GENERAL SUPPORT 5000 DAKIN HUMANE SOCIETY 171 UNION ST SPRINGFIELD MA 01105 NONE PUBLIC CHARITY TO SUPPORT THE KITTEN STREET TEAM PROGRAM 35000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY GENERAL FUND 5000 HERE TODAY ADOPTED TOMORROW 180 STURBRIDGE RD PO BOX 557 BRIMFIELD MA 01010 NONE PUBLIC CHARITY TO FUND SPAY/NEUTER SERVICES FOR 200 CATS 25000 KITTY ANGELS PO BOX 638 TYNGSBOROUGH MA 01879 NONE PUBLIC CHARITY PROVIDE MEDICAL ASSISTANCE FOR SERIOUSLY INJURED CATS 12500 LOWELL HUMANE SOCIETY 951 BROADWAY STREET LOWELL MA 01854 NONE PUBLIC CHARITY HELP FUND THE OUTSIDE TESTING COST FOR ANIMALS 10000 MSPCA 350 HUNTINGTON AVENUE BOSTON MA 02130 NONE PUBLIC CHARITY SPAY/NEUTER PROGRAM CATS FROM ROXBURY, DORCHESTER, MATTAPAN AND HYDE PARK 30000 OPEN DOOR 28 EMERSON AVENUE GLOUCESTER MA 01930 NONE PUBLIC CHARITY GENERAL FUND 5000 PAWS WAKEFIELD 411 LOWELL STREET WAKEFIELD MA 01880 NONE PUBLIC CHARITY TO FUND MEDICAL NEEDS OF CATS AND DOGS IN THE WAKEFIELD AND NORTH OF BOSTON AREA 17500 PERKINS SCHOOL FOR THE BLIND 175 NORTH BEACON STREET WATERTOWN MA 02472 NONE PUBLIC CHARITY TRANSITION CENTER 50000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY GENERAL FUND 5000 SAMPSON FUND FOR VETERINARY CARE INC PO BOX 1756 ORLEANS MA 026531756 NONE PUBLIC CHARITY GENERAL FUND 5000 SCITUATE ANIMAL SHELTER 780 CHIEF JUSTICE CUSHING HIGHWAY SCITUATE MA 02066 NONE PUBLIC CHARITY SPAY/NEUTER SERVICES TO LOW INCOME FAMILIES ON THE SOUTH SHORE 20000 SECOND CHANCE ANIMAL SERVICES 111 YOUNG ROAD PO BOX 136 EAST BROOKFIELD MA 01515 NONE GENERAL 5000 TUFTS UNIVERSITY - VETERINARY SCHOOL 200 WESTBORO ROAD N GRAFTON MA 01536 NONE PUBLIC CHARITY WINDSOR SCHOLARSHIP FUND 40000 325000 0 14 72041 18 311321 0 383362 0 383362 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE ACCOUNTING FEES (I) 3647 3647 0 THE SHIRLEY SHATTUCK WINDSOR CHARITABLE TRUST, A PRIVATE FOUNDATION, HAD UNDISTRIBUTED INCOME OF $29,382 FOR THE CALENDAR YEAR-END 12/31/2022 DUE TO A CLERICAL ERROR. THE PRIVATE FOUNDATION HAS A HISTORY OF TIMELY DISTRIBUTING IT'S INCOME AND AS SOON AS IT REALIZED IT'S OMISSION, THE FOUNDATION IMMEDIATELY TOOK ACTION TO DISTRIBUTE IT'S INCOME. THE 29,382 WAS DISTRIBUTED 06/16/2023. SINCE THE PRIVATE FOUNDATION TOOK ALL NECESSARY STEPS TO DISTRIBUTE THE 12/31/2022 UNDISTRIBUTED INCOME, WE RESPECTFULLY REQUEST THE PAYMENT OF $29,382 BE APPLIED TO FYE 12/31/2022.SINCERELY,WENDY S. HOLDINGTRUSTEE AND FOUNDATION MANAGER FORM 990PF, PART VIII 990PF STATEMENTPART VIII - OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES AND CONTRACTORS - COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE OFFICER/S MANAGING THE AFFAIRS OF THE FOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR 990PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PER WEEK HAS BEEN INDICATED. THE OFFICER/S EMPLOY ACCOUNTING, SUPPORT AND TAX COMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAID RELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS AN ESTIMATE OF THE TIME SPENT BY THE NAMED OFFICER/S AS WELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR. THE TRUSTEES FEES NOTED ALSO INCLUDES AN INVESTMENT ADVISORY COMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENT ASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ON FAIR MARKET VALUE. 1,495 APPLE INC 265669 374378 100 NVIDIA CORP 45487 134290 1085 AMERICAN TOWER CORP 111964 199000 1145 STRYKER CORP 10065 412257 115 ASM LITHOGRAPHY HLDG N V 72958 79704 1250 MASTERCARD INC 25428 658213 1290 MICROSOFT CORP 152743 543735 1380 DANAHER CORP 38342 316779 1690 CANADIAN NATIONAL RAILWAY 37853 171552 1700 AMAZON.COM 152586 372963 1765 FISERV INC 20528 362566 190 ALIGN TECHNOLOGY INC 35938 39617 200 SYNOPSYS INC 104518 97072 2025 NIKE INC CL B 118721 153232 2030 STARBUCKS 74389 185238 2144 TRADE DESK INC 40743 251984 2600 ALPHABET INC CL A 107228 492180 350 VEEVA SYSTEMS INC 76644 73588 370 SERVICENOW INC 179875 392244 400 COSTCO WHOLESALE CORP 128663 366508 410 ROPER INDUSTRIES 124804 213139 430 THERMO FISHER SCIENTIFIC 78689 223699 503 VERALTO CORPORATION 5599 51231 520 WEX INC 89752 91166 600 LOWES COMPANIES 140128 148060 605 ADOBE SYSTEMS 134361 269031 722 ZOETIS INC 80142 117635 730 INTUIT 42843 458805 750 PAYCOM SOFTWARE 103333 153728 755 NXP SEMICONDUCTORS 66283 156927 MASS ANNUAL REPORT FORM PC FILING FEE 35 0 35 CONSULTANT FEE - CHARITY ADVISOR 1000 0 1000 LWC FIDUCIARY ADVISORS INVESTMENT ADVISORS 24596 24596 0 LORING WOLCOTT & COOLIDGE TAX PREP FEES 2023 2300 0 2300 FOREIGN TAXES PAID 1779 1779 0 2023 EXCISE BAL 2838 0 0 2024 EXCISE ESTIMATES 3480 0 0