2024-05-02T13:39:06-05:00 2023-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-01-01 816390772 THE CURLING POND FOUNDATION CURL 6175236531 LWC 230 CONGRESS STREET BOSTON MA 02110 THOMAS R APPLETON TRUSTEE 6175236531 2024-04-30 1 THOMAS APPLETON 999009999 0 LESLIE C DENINO P01791590 6175236531 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2558173 X 0 X 29626 29626 43740 152612 130912 73366 160538 6021 4215 1806 4360 4360 0 2093 693 1400 1110 1110 0 35 0 35 13619 10378 3241 114512 114512 128131 10378 117753 -54765 150160 427 882 882 102000 117000 117000 1221276 1151056 2440291 1323703 1268938 2558173 0 0 X 0 0 0 0 1323703 1268938 1323703 1268938 1323703 1268938 1323703 -54765 0 1268938 0 1268938 PUBLICLY TRADED SECURITIES 152612 21700 130912 130912 130912 2087 0 2087 0 2087 1377 0 0 0 1377 0 710 0 0 0 0 0 0 0 0 0 0 0 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 PETER B LORING LWC 230 CONGRESS STREET 12TH FLR BOSTON MA 02110 TRUSTEE 1.00 0 0 0 ELIZABETH S LORING LWC 230 CONGRESS STREET 12TH FLR BOSTON MA 02110 TRUSTEE 1.00 0 0 0 THOMAS R APPLETON LWC 230 CONGRESS STREET 12TH FLR BOSTON MA 02110 TRUSTEE 1.00 6021 0 0 NONE 0 NONE 0 0 2269615 100650 0 2370265 0 0 2370265 35554 2334711 116736 116736 2087 2087 114649 0 114649 0 114649 117753 0 117753 114649 114512 0 0 117753 114512 0 0 3241 0 0 0 0 0 0 0 0 111408 0 0 0 X FIDELITY CHARITABLE GIFT FUND PO BOX 55158 BOSTON MA 02205 NONE CHARITABLE 114512 114512 0 14 29626 14 43740 0 73366 0 73366 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE TRUST LLC 4360 4360 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 SHS STARBUCKS 23954 38404 500 SHS STARBUCKS 29170 48005 400 SHS MASTERCARD 37494 170604 291 SHS ILLNOIS TOOL WORKS 29811 76225 9 SHS ILLNOIS TOOL WORKS 1494 2357 600 SHS FISERV INC 30580 79704 200 SHS FISERV INC. 14966 26568 1,100 SHS APPLE INC 30115 211783 200 SHS ABBOTT LAB 8055 22014 140 SHS ADOBE SYSTEMS INC. 39068 83524 160 SHS ALPHABET INC, CLASS A 6752 22350 200 SHS ALPHABET INC, CLASS A 11671 27938 440 SHS ALPHABET INC, CLASS A 23143 61464 300 SHS ALPHABET INC, CLASS A 17249 41907 480 SHS AMAZON 40758 72931 120 SHS AMAZON 11077 18233 100 SHA AMAZON 17605 15194 100 SHS AMERICAN TOWER CORP 10453 21588 150 SHS AMERICAN TOWER CORP 21243 32382 250 SHS AMERICAN TOWER CORP 37317 53970 250 SHS AUTO DATA PROCESSING 34341 58243 100 SHS DANAHER CORP 7015 23134 200 SHS DANAHER CORP 17348 46268 250 SHS DANAHER CORP 23750 57835 200 SHS EOG RESOURCES 20696 24190 180 SHS EOG RESOURCES 20939 21771 220 SHS EOG RESOURCES 7502 26609 200 SHS INTUIT 32124 125006 100 SHS INTUIT 20251 62503 100 SHS PAYCOM SOFTWARE 5020 20672 200 SHS PAYCOM SOFTWARE 21874 41344 50 SHS STRYKER CORP 6055 14973 100 SHS STRYKER CORP 17294 29946 100 SHS CANADIAN NATIONAL RAILWAY 7068 12563 600 SHS CANADIAN NATIONAL RAILWAY 48498 75378 100 SHS HEINEKEN HOLDING NV 7108 8529 100 SHS HEINEKEN HOLDING NV 9732 8529 500 SHS HEINEKEN HOLDING NV 46571 42645 500 SHS HDFC BANK 24100 33555 100 SHS NXP SEMICONDUCTORS 11014 22968 600 SHS NXP SEMICONDUCTORS 67009 137808 350 SHS WALT DISNEY PRODUCTIONS 40084 31602 50 SHS WALT DISNEY PRODUCTIONS 6681 4515 500 SHS MICROSOFT 50190 188020 100 SHS SERVICENOW INC 53137 70649 125 SHS THERMOFISHER SCIENTIFIC 58689 66348 33 SHS VERALTO 926 2742 67 SHS VERALTO 2290 5484 83 SHS VERALTO 3122 6827 100 SHS WEX 17203 19455 50 SHS PARKER-HANNIFIN CORP 21450 23035 COMM OF MA FORM PC ANNUAL REPORT FILING FEE 35 0 35 LWC FIDUCIARY ADVISORS 693 693 0 LORING WOLCOTT & COOLIDGE TAX PREP FEE 1400 0 1400 FOREIGN TAX 1110 1110 0