2024-05-10T14:40:49-05:00 2023-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-01-01 863156029 THE PRIMO BUNNY FOUNDATION PRIM 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 1799815 X X 14758 14698 -32673 267524 114109 15277 0 -2638 128807 7972 5581 2391 653 653 0 7273 5773 1500 1555 315 0 35 0 35 17488 12322 3926 100000 100000 117488 12322 103926 -120126 116485 544 307 307 114000 70000 70000 1731022 1655133 1729508 1845566 1725440 1799815 0 0 X 0 0 0 0 1845566 1725440 1845566 1725440 1845566 1725440 1845566 -120126 0 1725440 0 1725440 PUBLICLY TRADED SECURITIES 10923 15698 -4775 -4775 PUBLICLY TRADED SECURITIES 256601 137717 118884 118884 114109 1619 0 1619 0 1619 1240 0 0 0 1240 X 0 379 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 2658 0 0 AMY L DOMINI 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 2657 0 0 C-F DAVID BOIT 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 2657 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 1567190 83173 0 1650363 0 0 1650363 24755 1625608 81280 81280 1619 1619 79661 0 79661 0 79661 103926 0 103926 79661 71436 0 0 103926 71436 0 0 32490 0 0 0 0 0 0 0 0 47171 0 0 0 X CLARK COUNTY FOOD BANK 6502 NE 47TH AVE VANCOUVER WA 98661 NONE PUBLIC CHARITY GENERAL FUND 10000 HUMANE SOCIETY FOR SOUTHWEST WASHINGTON 110 NE 192ND AVE VANCOUVER WA 98684 NONE PUBLIC CHARITY GENERAL FUND 65000 ROSE HAVEN CIC PO BOX 10405 PORTLAND OR 97296 NONE PUBLIC CHARITY GENERAL FUND 10000 UPPER VALLEY HAVEN 713 HARTFORD AVENUE WHITE RIVER JUNCTION VT 05001 NONE PUBLIC CHARITY GENERAL FUND 10000 WASHINGTON TRIALS ASSOCIATION 705 SECOND AVENUE SUITE 300 SEATTLE WA 98104 NONE PUBLIC CHARITY GENERAL FUND 5000 100000 0 14 14758 18 -32673 2022 /OP APPLIED TO 2023 01 1240 2022 REFUND 01 14037 0 -2638 0 -2638 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE ACCOUNTING FEES (I) 653 653 0 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. 110 SERVICENOW INC 68692 77714 115 ALIGN TECHNOLOGY INC 23263 31510 115 IDEXX LABS 64015 63831 130 ADOBE SYSTEMS INC 77252 77558 130 INTUIT 71244 81254 145 WEX INC 29009 28210 150 PAYCOM SOFTWARE INC 44367 31008 150 STRYKER CORP 39179 44919 155 LOWES COMPANIES 30815 34495 185 GENERAC HOLDINGS INC 20594 23909 195 SALESFORCE.COM 50598 51312 20 ASM LITHOGRAPHY HLDH N V 12888 15138 20 REGENERON PHAR 16790 17566 220 MICROSOFT CORP 66711 82729 235 DANNAHER CORP SHS BEN INT 61295 54365 245 CANADIAN NATIONAL RAILWAY 29643 30779 250 VERALTO CORPORATION 20831 20565 260 PROCTER & GAMBLE CO 36488 38100 265 FISERV INC 25723 35203 275 NXP SEMICONDUCTORS 56589 63162 301 NIKE INC CLASS B 46121 32680 303 PYPL HOLDINGS INC 19295 18607 325 MASTERCARD NC 120569 138616 446 STARBUCKS CORP 52319 42820 485 APPLE INC 72038 93377 490 TRADE DESK INC 35687 35260 500 AMAZON.COM 87704 75970 500 VISA INC 120838 130175 673 HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC 38847 18561 80 THERMO FISHER SCIENTIFIC INC 42777 42463 87 COSTCO WHOLESALE CORP NEW 36907 57427 995 ALPHABET INC CLASS C 136045 140225 MA ANNUAL REPORT 35 0 35 2022 /OP APPLIED TO 2023 1240 1240 2022 REFUND 14037 14037 LWC FIDUCIARY ADVISORS INVESTMENT ADVISORS 5773 5773 0 LORING WOLCOTT & COOLIDGE TAX PREP FEES 2022 1500 0 1500 FOREIGN TAXES PAID 315 315 0 2022 O/P APPLIED 1240 0 0