2024-05-10T14:42:11-05:00 2023-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-01-01 046851595 SHIRLEY SHATTUCK WINDSOR CHARITABLE TRUST WIND 6175236531 LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 WENDY S HOLDING TRUSTEE 6175236531 2024-04-30 1 WENDY HOLDING 999009999 0 JOSEPH A LOMBARDO P02050889 6175236531 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 7252896 X X 57958 57799 238236 795684 238236 4017 0 300211 296035 16780 11746 5034 2868 2868 0 31852 29752 2100 2083 1443 0 935 0 935 54518 45809 8069 362482 362482 417000 45809 370551 -116789 250226 1374 725 725 228000 126000 126000 2795432 2781292 7126171 3024806 2908017 7252896 0 0 X 0 0 0 0 3024806 2908017 3024806 2908017 3024806 2908017 3024806 -116789 0 2908017 0 2908017 PUBLICLY TRADED SECURITIES 795680 557448 238232 238232 JP MORGAN ADR P 4 4 4 238236 3478 0 3478 0 3478 640 0 0 0 640 0 2838 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 13494 0 0 WILLIAM ANDREW MIMS RESIGNING 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 0.00 3286 0 0 DAVID CUETOS 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 6567909 191051 0 6758960 0 0 6758960 101384 6657576 332879 332879 3478 3478 329401 0 329401 0 329401 370551 0 370551 329401 332558 2021 29382 0 370551 332558 29382 0 8611 0 0 0 0 0 0 0 0 320790 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 25000 ANIMAL RESCUE LEAGUE OF BOSTON 10 CHANDLER STREET BOSTON MA 02116 NONE PUBLIC CHARITY GENERAL FUND 5000 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 1000 DAKIN HUMANE SOCIETY 171 UNION ST SPRINGFIELD MA 01105 NONE PUBLIC CHARITY TO SUPPORT THE KITTEN STREET TEAM PROGRAM 30000 FERAL ADVOCATES & CAT TRAPPERS 39 APPLE TREE LANE WEYMOUTH MA 02188 NONE PUBLIC CHARITY FUND SIX SPAY/NEUTER DAYS FOR FERALS 20000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY GENERAL FUND 1000 HERE TODAY ADOPTED TOMORROW 180 STURBRIDGE RD PO BOX 557 BRIMFIELD MA 01010 NONE PUBLIC CHARITY TO FUND SPAY/NEUTER SERVICES FOR 200 CATS 20000 KITTY ANGELS PO BOX 638 TYNGSBOROUGH MA 01879 NONE PUBLIC CHARITY PROVIDE MEDICAL ASSISTANCE FOR SERIOUSLY INJURED CATS 10000 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 25000 NEW ENGLAND WILDLIFE CENTER 500 COLUMBIAN STREET S WEYMOUTH MA 02190 NONE PUBLIC CHARITY CARE OF WILDLIFE FROM METRO BOSTON TO CAPE COD AND THE ISLAND 60000 NEW ENGLAND WILDLIFE CENTER 500 COLUMBIAN STREET S WEYMOUTH MA 02190 NONE PUBLIC CHARITY CARE OF WILDLIFE FROM METRO BOSTON TO CAPE COD AND THE ISLAND 29382 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 15000 PERKINS SCHOOL FOR THE BLIND 175 NORTH BEACON STREET WATERTOWN MA 02472 NONE PUBLIC CHARITY TRANSITION CENTER 30000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY GENERAL FUND 1000 SAMPSON FUND FOR VETERINARY CARE INC PO BOX 1756 ORLEANS MA 026531756 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 TUFTS UNIVERSITY - VETERINARY SCHOOL 200 WESTBORO ROAD N GRAFTON MA 01536 NONE PUBLIC CHARITY WINDSOR SCHOLARSHIP FUND 15100 362482 0 14 57958 18 238236 2022 OVERPAYMENT TO 2023 01 640 2022 REFUND 01 3377 0 300211 0 300211 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE ACCOUNTING FEES (I) 2868 2868 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. 100 NVIDIA CORP 45487 49522 1085 AMERICAN TOWER CORP 111964 234230 115 ASM LITHOGRAPHY HLDG N V 72958 87046 1185 STRYKER CORP 10417 354860 1210 APPLE INC 217407 232961 1215 NXP SEMICONDUCTORS 121504 279061 1290 MICROSOFT CORP 152743 485092 1400 MASTERCARD INC 28479 597114 1510 DANAHER CORP 42487 349323 1690 CANADIAN NATIONAL RAILWAY 37853 212315 1700 AMAZON.COM 152586 258298 190 ALIGN TECHNOLOGY INC 35938 52060 2025 NIKE INC CL B 118721 219854 2030 STARBUCKS 74389 194900 2144 TRADE DESK INC 40743 154282 2360 HANNON ARMSTRONG SUSTAINABLE 112655 65089 2600 ALPHABET INC CL A 107228 363194 2635 FISERV INC 30646 350033 370 SERVICENOW INC 179875 261401 430 THERMO FISHER SCIENTIFIC 78689 228240 435 LOWES COMPANIES 99612 96809 440 COSTCO WHOLESALE CORP 143754 290435 470 ROPER INDUSTRIES 145515 256230 503 VERALTO CORPORATION 5599 41377 520 WEX INC 89752 101166 605 ADOBE SYSTEMS 134361 360943 625 PAYCOM SOFTWARE 84664 129200 635 SALESFORCE.COM 89125 167094 722 ZOETIS INC 80142 142501 730 INTUIT 42843 456272 900 PAYPAL HOLDINGS INC 93156 55269 MASS ANNUAL REPORT FORM PC FILING FEE 35 0 35 CONSULTANT FEE - CHARITY ADVISOR 900 0 900 2022 OVERPAYMENT TO 2023 640 640 2022 REFUND 3377 3377 LWC FIDUCIARY ADVISORS INVESTMENT ADVISORS 29752 29752 0 LORING WOLCOTT & COOLIDGE TAX PREP FEES 2022 2100 0 2100 FOREIGN TAXES PAID 1443 1443 0 2022 OVERPAYMENT 640 0 0