2026-05-01T13:15:09-05:00 2025-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2025-01-01 046851595 SHIRLEY SHATTUCK WINDSOR CHARITABLE TRUST WIND 6175236531 LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 WENDY S HOLDING TRUSTEE 6175236531 2026-04-28 1 GEOFFREY SCHNEIDER P02070827 6175236531 2025 2025-03-06 01:10:19Z X 7418937 X X 66948 66961 376899 742068 376899 443847 443860 28894 20226 8668 3241 3241 0 22523 20923 1600 7530 1664 0 1035 0 1035 63223 46054 11303 360000 360000 423223 46054 371303 20624 397806 925 746 746 234000 237000 237000 2666276 2684079 7181191 2901201 2921825 7418937 0 0 X 0 0 0 0 2901201 2921825 2901201 2921825 2901201 2921825 2901201 20624 0 2921825 0 2921825 PUBLICLY TRADED SECURITIES 742068 365169 376899 376899 376899 5530 0 5530 0 5530 4680 0 0 0 4680 0 850 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 14447 0 0 DAVID CUETOS 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 14447 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 7280379 286977 0 7567356 0 0 7567356 113510 7453846 372692 372692 5530 5530 367162 0 367162 0 367162 371303 0 371303 367162 359373 0 0 371303 359373 0 0 11930 0 0 0 0 0 0 0 0 355232 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. BAYPATH HUMANE SOCIETY OF HOPKINTON INC FBO TO SUPPORT DOGS AND CATS 500 LEGACY FARMS N HOPKINTON MA 01748 NONE NC GENERAL FUND 10000 BERKSHIRE HUMANE SOCIETY 214 BARKER ROAD PITTSFIELD MA 01201 NONE NC GENERAL 15000 CAPE ANN ANIMAL AID FBO SUPPORT DOGS AND CATS FROM GREATER BOSTON 4 PAWS LANE GLOUCESTER MA 01930 NONE NC GENERAL FUND 5000 CAT CONNECTION FBO GENERAL OPERATIONS IN GREATER BOSTON AREA 167 CHESTNUT HILL AVE BOSTON MA 02135 NONE NC GENERAL FUND 1500 CHARLES RIVER ALLEYCATS INC PO BOX 290759 BOSTON MA 02129 NONE NC ASSIST WITH WORK IN BROCKTON, MASSACHUSETTS 35000 DAKIN HUMANE SOCIETY 171 UNION ST SPRINGFIELD MA 01105 NONE NC TO SUPPORT THE KITTEN STREET TEAM PROGRAM 40000 EASTERN BANK NO NEW ENGLAND WILDLIFE CENTER 500 COLUMBIAN STREET WEYNMOUTH MA 02190 NONE NC GENERAL FUND 135000 FRIENDS OF MARBLEHEAD ABANDONED ANIMALS FBO TO SUPPORT CATS IN LYNN 44 VILLAGE STREET MARBLEHEAD MA 01945 NONE NC GENERAL FUND 7500 HERE TODAY ADOPTED TOMORROW 180 STURBRIDGE RD PO BOX 557 BRIMFIELD MA 01010 NONE NC TO FUND SPAY/NEUTER SERVICES FOR 200 CATS 21000 KITTY ANGELS PO BOX 638 TYNGSBOROUGH MA 01879 NONE NC PROVIDE MEDICAL ASSISTANCE FOR SERIOUSLY INJURED CATS 10000 LOWELL HUMANE SOCIETY 951 BROADWAY STREET LOWELL MA 01854 NONE NC HELP FUND THE OUTSIDE TESTING COST FOR ANIMALS 15000 MILTON ANIMAL LEAGUE INC FBO TO ASSIST WITH VETERINARY CARE FOR MILTON ANIM 100 ACCESS ROAD MILTON MA 02186 NONE NC GENERAL FUND 5000 MSPCA 350 HUNTINGTON AVENUE BOSTON MA 02130 NONE NC SPAY/NEUTER PROGRAM CATS FROM ROXBURY, DORCHESTER, MATTAPAN AND HYDE PARK 35000 PAWS WAKEFIELD 411 LOWELL STREET WAKEFIELD MA 01880 NONE NC TO FUND MEDICAL NEEDS OF CATS AND DOGS IN THE WAKEFIELD AND NORTH OF BOSTON AREA 15000 SCITUATE ANIMAL SHELTER 780 CHIEF JUSTICE CUSHING HIGHWAY SCITUATE MA 02066 NONE NC SPAY/NEUTER SERVICES TO LOW INCOME FAMILIES ON THE SOUTH SHORE 5000 SECOND CHANCE ANIMAL SERVICES 111 YOUNG ROAD PO BOX 136 EAST BROOKFIELD MA 01515 NONE NC GENERAL 5000 360000 0 14 66948 18 376899 0 443847 0 443847 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE ACCOUNTING FEES (I) 3241 3241 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 406431 105 REGENERON PHAR 77850 81046 1075 MASTERCARD INC 21868 613696 1085 AMERICAN TOWER CORP 111964 190493 115 ASM LITHOGRAPHY HLDG N V 72958 123034 1290 MICROSOFT CORP 152743 623870 1300 NVIDIA CORP 85314 242450 1380 DANAHER CORP 38342 315910 1465 FISERV INC 17039 98404 1500 SERVICENOW INC 139063 229785 1690 CANADIAN NATIONAL RAILWAY 37853 167057 1700 AMAZON.COM 152586 392394 1879 TRADE DESK INC 35707 71327 2025 NIKE INC CL B 118721 129013 2030 STARBUCKS 74389 170946 230 SYNOPSYS INC 119150 108036 2360 ALPHABET INC CL A 96004 738680 239 HOME DEPOT INC 87469 82240 350 COSTCO WHOLESALE CORP 111120 301819 365 ROPER INDUSTRIES 109272 162472 430 THERMO FISHER SCIENTIFIC 78689 249164 452 DICKS SPORTING GOODS INC. 86214 89482 503 VERALTO CORPORATION 5599 50189 605 ADOBE SYSTEMS 134361 211744 705 VEEVA SYSTEMS INC 153622 157377 722 ZOETIS INC 80142 90842 730 INTUIT 42843 483567 750 PAYCOM SOFTWARE 103333 119520 755 NXP SEMICONDUCTORS 66283 163880 900 STRYKER CORP 7912 316323 MASS ANNUAL REPORT FORM PC FILING FEE 35 0 35 CONSULTANT FEE - CHARITY ADVISOR 1000 0 1000 LWC FIDUCIARY ADVISORS INVESTMENT ADVISORS 20923 20923 0 LORING WOLCOTT & COOLIDGE TAX PREP FEES 2023 1600 0 1600 FOREIGN TAXES PAID 1664 1664 0 2024 EXCISE BAL 1186 0 0 2025 EXCISE ESTIMATES 4680 0 0