2024-05-09T11:03:37-05:00 2023-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-01-01 046113196 THE LACHAISE FOUNDATION LACH 6175236531 LWC 230 CONGRESS ST 12FL BOSTON MA 02110 C F DAVID BOIT TRUSTEE 6175236531 2024-05-07 1 C DAVID BOIT 999009999 1 JOSEPH A LOMBARDO P02050889 6175236531 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5551751 X 2830 X 51976 50423 227 235 227 70000 70000 1023 0 126056 50650 85952 7975 77977 27997 0 27997 2788 2788 2788 44072 11552 32520 2011 988 0 25376 0 25376 45580 0 45580 233776 23303 212238 500 500 234276 23303 212738 -108220 27347 1151 938 938 332000 224000 224000 1137013 1137006 3156924 7470 7470 2169889 2169889 2169889 3640053 3531833 5551751 0 0 X 4718902 4718902 0 0 -1078849 -1187069 3640053 3531833 3640053 3531833 3640053 -108220 0 3531833 0 3531833 PUBLICLY TRADED SECURITIES 49 8 41 41 BANK OF NEW YORK MELLON - CLASS ACTION SETTLEMENT P 2 2 2 COGNIZANT TECHNOLOGY SOLUTIONS CLASS A - CLASS ACTION SETTLEMENT P 184 184 184 227 380 0 380 0 380 1023 0 0 0 1023 0 643 643 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 LACHAISEFOUNDATION.ORG 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 FREDERICK D BALLOU RESIGNING 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 0.25 3897 0 0 C F DAVID BOIT 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 7976 0 0 DAVID CUETOS 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 4079 0 0 MARIE P CHARLES 575 MADISON AVENUE 10TH FLOOR NEW YORK NY 10027 TRUSTEE 2.00 30000 0 0 PAULA R HORNBOSTEL 575 MADISON AVENUE 10TH FLOOR NEW YORK NY 10027 DIRECTOR & TRUSTEE 20.00 40000 0 0 RONALD D SPENCER 575 MADISON AVENUE 10TH FLOOR NEW YORK NY 10027 TRUSTEE 1.00 0 0 0 ELIZABETH FLEMING 575 MADISON AVENUE 10TH FLOOR NEW YORK NY 10027 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 2880535 274668 0 3155203 0 0 3155203 47328 3107875 155394 155394 380 380 155014 0 155014 0 155014 212738 0 212738 155014 0 0 60498 70211 16985 99041 246735 212738 0 0 0 155014 57724 0 0 304459 0 0 0 0 0 0 60498 243961 70211 16985 99041 57724 C F DAVID BOIT 230 CONGRESS STREET BOSTON MA 02110 6175236531 CONSULT ABOVE CONSULT ABOVE QUALIFIED CHARITABLE ORGANIZATIONS WITH THE INTENT TO PROCURE THE WIDEST POSSIBLE RECOGNITION AND PERPETUATION OF THE WORK OF GASTON LACHAISE. VIZCAYA MUSEUM AND GARDENS TRUST 3251 S MIAMI AVE MIAMI FL 33129 NONE PUBLIC CHARITY F/B/O GARDEN CENTENNIAL PROJECT 500 500 0 14 51976 14 227 18 70000 2022 OVERPAYMENT CREDIT 01 1023 0 123226 0 123226 11 ORGANIZATION RECEIVED INCOME FOR LOAN OF ART PIECES TO VARIOUS MUSEUMS AND FEES FOR PERMISSION RIGHTS TO REPRODUCE WORK. 0 0 0 0 0 0 0 0 0 0 X 1 MARIE CHARLES 20 LANCASTER DRIVE WESTWOOD MA 02090 2830 X LWC ACCOUNTING FEES 2788 2788 2788 TRUSTEE COMPENSATION AND HOURS SPENT PER WEEK FORM 990PF PART VIII 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE PROFESSIONAL TRUSTEE/S MANAGING(FREDERICK D BALLOU & C F DAVID BOIT)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 TRUSTEE/S ARE PROFESSIONAL FIDUCIARIES WHO MANAGE A NUMBER OF TRUST/FOUNDATION RELATIONSHIPS AND WHO 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 TRUSTEE/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 ADVISORYCOMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENTASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ONFAIR MARKET VALUE. 1,000 ALPHABET INC 54641 139690 100 META PLATFORMS 19853 35396 1000 CHURCH & DWIGHT CO 15073 94560 1180 FISERV INC 15619 156751 120 ROPER INDUSTRIES INC 40850 65420 1520 TJX COMPANIES INC 17308 142591 175 ADOBE SYSTEMS INC 49819 104405 175 MSCI INC 30625 98989 175 THERMO FISHER SCIENTIFIC INC 94817 92888 201 VERALTO CORPORATION 2290 16534 245 IQVIA HOLDINGS INC 40369 56688 245 PAYCOM SOFTWARE 20279 50646 325 INTUIT 18665 203135 350 AUTOMATIC DATA PROCESSING 4409 81540 360 WALT DISNEY PRODUCTIONS 50402 32504 425 JOHNSON & JOHNSON 963 66615 435 AMERICAN TOWER CORP 61153 93908 500 ABBOTT LABORATORIES 264 55035 600 AMAZON.COM 65825 91164 600 STRYKER CORP 25657 179676 605 DANAHER CORP SHS BEN 17403 139961 612 MICROSOFT CORP 80571 230136 615 NXP SEMICONDUCTORS 60061 141253 650 CANADIAN NATIONAL RAILWAY 24678 81660 650 MASTERCARD INC 16449 277232 690 QUALCOMM INC 60119 99795 715 EDWARD LIFESCIENCE CORP 50118 54519 780 HENEKEN HOLDING NV 65924 66527 935 PHILLIP MORRIS INTERNATIONAL 75344 87965 990 EOG 57458 119741 LEGAL FEES 27997 0 27997 LACHAISE ART COLLECTION 2169889 2169889 2169889 SHIPPING, PACKING, CRATING AND STORAGE 34274 0 34274 INSURANCE 3116 0 3116 WEB SITE SERVICES 150 0 150 ANNUAL REPORT FORM PC FILING FEE 35 0 35 VIRGINIA BUNDY - REIMBURSEMENT FOR BUSINESS EXPENSES 2844 0 2844 PAULA HORNBOSTEL - REIMBURSEMENT FOR BUSINESS EXPENSES 2432 0 2432 SAGADAHOC PROBATE COURT 40 0 40 ATELIER FAS 640 0 640 TRACY WILLIAMS LTD 1200 0 1200 SAFE ART 849 0 849 2022 OVERPAYMENT CREDIT 1023 1023 LWC FIDUCIARY ADVISORS 11552 11552 0 LWC TAX PREPARATION FEE 2520 0 2520 CONSULTING 30000 0 30000 FOREIGN TAXES PAID 988 988 0 2022 OVERPAYMENT APPLIED TO 2023 1023 0 0