2024-05-06T08:41:37-05:00 2023-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-01-01 352409965 JOSEPHINE M AND RITA C MASTRACCI CHARITABLE FOUNDATION JOSE 6175236531 LWC 230 CONGRESS ST 12FL BOSTON MA 02110 AMORY L LOGAN TRUSTEE 6175236531 2024-05-03 1 AMORY LOGAN 999009999 1 CATHERINE LEE P01803832 6175236531 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1797099 X X 17371 17542 44874 140802 47386 2345 0 64590 64928 8562 5994 2568 811 811 0 8301 6201 2100 410 410 0 35 0 35 18119 13416 4703 80000 80000 98119 13416 84703 -33529 51512 578 1004 1004 22000 54000 54000 594512 528557 1742095 617090 583561 1797099 0 0 X 0 0 0 0 617090 583561 617090 583561 617090 583561 617090 -33529 0 583561 0 583561 28 SHS MASTERCARD INC 2011-03-25 2023-03-10 10049 709 9340 9340 70 SHS MCDONALDS CORP 2010-09-25 2023-07-14 20710 5259 15451 15451 40 SHS MICROSOFT CORP 2010-09-25 2023-03-10 10093 990 9103 9103 75 SHS MICROSOFT CORP 2010-09-25 2023-07-14 25203 1856 23347 23347 265 SHS WALT DISNEY PRODUCTIONS 2019-03-19 2023-03-10 26269 29948 -3679 -3679 220 SHS EDWARDS LIFESCIENCE CORP 2020-07-09 2023-11-10 14554 14987 -433 -433 120 SHS IQVIA HOLDINGS 2021-07-14 2023-03-10 25370 29586 -4216 -4216 40 SHS IQVIA HOLDINGS 2021-11-10 2023-03-10 8457 10081 -1624 -1624 CASH IN LIEU P 2023-12-31 97 97 97 47386 716 0 716 0 716 40 0 0 0 40 0 676 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 AMORY LORING LOGAN LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 TRUSTEE 1.00 4281 0 0 NUSHIN KORMI LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 TRUSTEE 1.00 4281 0 0 NONE 0 NONE 0 0 1609512 67721 0 1677233 0 0 1677233 25158 1652075 82604 82604 716 716 81888 0 81888 0 81888 84703 0 84703 81888 79370 0 0 84703 79370 0 0 5333 0 0 0 0 0 0 0 0 76555 0 0 0 X DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST 860 DOLWICK DRIVE ERLANGER KY 41018 NONE PC TO EMPOWER VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY 5000 GREATER BOSTON FOOD BANK 70 SOUTH BAY AVENUE BOSTON MA 02118 NONE PC TO PROVIDE FOOD TO THOSE IN NEED CREATED BY THE COVID-19 PANDEMIC 10000 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 NONE PC TO PURSUE THE MOST PROMISING AND INNOVATIVE RESEARCH AND CLINICAL OPPORTUNITIES 20000 PERKINS SCHOOL FOR THE BLIND 175 NORTH BEACON STREET WATERTOWN MA 02472 NONE PC TO IMPROVE THE LIVES OF PEOPLE WITH BLINDNESS AND DEFBLINDNESS ALL AROUND THE WORLD 20000 SPAULDING REHABILITATION NETWORK 300 1ST AVENUE CHARLESTOWN MA 02129 NONE PC FOR THE DR. ROSS D ZAFONTE PRESIDENT'S FUND 5000 THE SALVATION ARMY 93 NORTH STREET PO BOX 408 SALEM MA 019700408 NONE PC TO HELP FAMILIES AND INDIVIDUALS MEET ESSENTIAL DAILY NEEDS AND WORK TOWARDS A BRIGHTER FUTURE 10000 WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA KS 66675 NONE PC TO PROVIDE PROGRAMS, SERVICES AND EVENTS FOR WOUNDED VETERANS OF THE US MILITARY 10000 80000 0 14 17371 18 44874 2022 EXCISE TAX REFUND 01 2345 0 64590 0 64590 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE TRUST LLC 811 811 0 OFFICERS, DIRECTORS, TRUSTEES FOUNDATION MANAGERS AND THEIR COMPENSATION FORM 990PF, PART VII, LINE 1 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.THE TRUSTEES FEES NOTED ALSO INCLUDES AN INVESTMENT ADVISORYCOMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENTASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ONFAIR MARKET VALUE. 400 SH ABBOTT LABORATORIES 10393 44028 200 SH ABBOTT LABORATORIES 7378 22014 300 SH ABBOTT LABORATORIES 10692 33021 45 SHS ADOBE SYSTEMS INC 19716 26847 700 SHS ALPHABET INC CLASS A 25923 97783 100 SHS AMERICAN TOWER 9139 21588 105 SHS AMERICAN TOWER 10085 22667 195 SHS AMERICAN TOWER 18606 42097 295 SH CANADIAN NATIONAL RAILWAY 11124 37061 670 SH CHURCH & DWIGHT CO 15199 63355 540 SH DANAHER CORP SHS BEN INT 19029 124924 680 SH FISERV INC 10693 90331 265 SH INTUIT 15873 165633 407 SH MASTERCARD INC 14472 173590 130 SH MCDONALDS CORP 12877 38546 505 SH MICROSOFT CORP 14913 189900 215 SH STRYKER CORP 11917 64384 45 SHS STRYKER CORP 5046 13476 285 SH NXP SEMICONDUCTORS 6051 65459 400 SHS AMAZON.COM 31628 60776 230 SHS PAYCOM SOFTWARE INC 25369 47546 120 SHS NXP SEMICONDUCTORS 10037 27562 120 SHS AMAZON.COM 10599 18233 115 SHS ROPER INDUSTRIES INC 40189 62695 35 SHS ADOBE SYSTEMS INC 16027 20881 75 SHS SALESFORCE.COM 14924 19736 35 SHS SERVICENOW INC 14870 24727 185 SHS NIKE INC CLASS B 29953 20085 60 SHS NIKE INC CLASS B 10058 6514 20 SHS SERVICENOW INC 9530 14130 55 SHS THERMO FISHER SCIENTIFIC INC 24409 29193 15 SHS THERMO FISHER SCIENTIFIC INC 9356 7962 180 SHS VERALTO CORPORATION 2512 14807 157 SHS WEX INC 29970 30544 COMM OF MA FORM PC ANNUAL REPORT FILING FEE 35 0 35 2022 EXCISE TAX REFUND 2345 2345 LWC FIDUCIARY ADVISORS 6201 6201 0 LORING WOLCOTT & COOLIDGE TAX PREP FEE 2100 0 2100 FOREIGN TAX 410 410 0