2024-11-15T08:58:44-06:00 2024-06-30 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-07-01 020500550 TANNE FOUNDATION C/O LORING WOLCOTT & COOLIDGE TANN 6175236531 230 CONGRESS STREET BOSTON MA 02110 JOAN GALE TRUSTEE 6035449612 2024-11-14 1 0 KELSEY E FITZPATRICK P01665963 6175236531 2023 2024-10-15 13:58:12Z X 2532451 X X 21687 21702 101559 288443 101559 123246 123261 0 0 0 1069 1069 0 24559 21810 2749 3623 665 0 1718 0 1718 30969 23544 4467 98000 98000 128969 23544 102467 -5723 99717 2926 3188 3188 81000 63000 63000 1026739 1038754 2466263 6000 6000 1110665 1104942 2532451 0 0 X 1138641 1138641 0 0 -27976 -33699 1110665 1104942 1110665 1104942 1110665 -5723 0 1104942 0 1104942 PUBLICLY TRADED SECURITIES P 2023-08-08 2024-05-31 34670 35342 -672 -672 PUBLICLY TRADED SECURITIES P 2023-07-01 2024-06-30 253773 151542 102231 102231 101559 1386 0 1386 0 1386 2339 0 0 0 2339 X 0 953 953 0 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 0 0 0 0 1 WWW.TANNEFOUNDATION.ORG LORING WOLCOTT COOLIDGE 6175236531 230 CONGRESS STREET BOSTON MA 02110 0 0 0 0 0 0 0 0 1 2022 1 2022 0 0 0 0 0 1 0 0 0 0 0 0 0 JOAN I GALE C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 PRESIDENT/TRUSTEE 1.00 0 0 0 MARILYN ARSEM C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 SECRETARY/TRUSTEE 1.00 0 0 0 ANDEE RUDLOFF C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TREASURER/TRUSTEE 1.00 0 0 0 JEFFERY BYRD C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 VINCENT MURPHY C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 MIRANDA MCLEOD C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 GWEN GARCIA C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 DANIEL RICHARDSON C/O GMA FOUNDATIONS 2 LIBERTY SQUARE SUITE 500 BOSTON MA 02109 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 2373903 86741 0 2460644 0 0 2460644 36910 2423734 121187 121187 1386 1386 119801 0 119801 0 119801 102467 0 102467 119801 104595 0 0 102467 102467 0 0 0 0 0 0 0 0 0 0 2128 119801 0 0 0 JOAN I GALE X BRANDON BAE 666 N VENDOME ST APT 6 LOS ANGELOS CA 90026 NONE 1 AWARD GRANT 12000 MICHAEL BATTAGLIA 1317 S 10TH ST PHILADELPHIA PA 19147 NONE 1 AWARD GRANT 9500 LANDRY BUTLER 6201 HOMELAND DR NASHVILLE TN 37218 NONE 1 AWARD GRANT 9500 KATHARINE DOUGHTY 29182 ORCHID LANE BIG PINE KEY FL 33043 NONE 1 AWARD GRANT 12000 JENNIE GOTTSCHALK 12 SUNSET RD WELLESLEY MA 02482 NONE 1 AWARD GRANT 9500 BOB DEVIN JONES 1627 BEACH DRIVE SE ST PETERSBURG FL 33701 NONE 1 AWARD GRANT 9500 CHRISTOPHER KAYSER 303 WILLOW LANE DECATUR GA 30030 NONE 1 AWARD GRANT 12000 ANDREA PENSADO 33 ESSEX ST APT 2 SALEM MA 01970 NONE 1 AWARD GRANT 12000 JILL WELLS 3320 SE 3RD ST DES MOINES IA 50315 NONE 1 AWARD GRANT 12000 98000 0 14 21687 18 101559 0 123246 0 123246 0 0 0 0 0 0 0 0 0 0 LWC ACCOUNTING FEES 1069 1069 0 THE TANNE FOUNDATION, A PRIVATE FOUNDATION, HAD UNDISTRIBUTED INCOME OF $1,527 FOR THE FYE 6/30/22. SINCE THE $1,527 OF UNDISTRIBUTED INCOME OCCURRED AFTER THE FYE 6/30/22, THE FOUNDATION FILED FORM 4720 AND PAID THE RELATED 30% PENALTY ON THE FYE 6/30/22 990-PF. SINCE THE PRIVATE FOUNDATION TOOK ALL NECESSARY STEPS TO DISTRIBUTE THE FYE 6/30/22 UNDISTRIBUTED INCOME, WE RESPECTFULLY REQUEST THE $1,527 DISTRIBUTION BE APPLIED TO THE FYE 6/30/22.SINCERELY,JOAN GALE(TRUSTEE) 150 SHS ADOBE SYSTEMS 41237 83331 190 SHS ALIGN TECHNOLOGY 64939 45872 820 SHS ALPHABET INC CLASS A 35609 149363 500 SHS AMAZON.COM 61051 96625 355 SHS AMERICAN TOWER CORP 45680 69005 700 SHS APPLE INC 9588 147434 530 SHS CHURCH & DWIGHT CO 7369 54950 105 SHS COSTCO WHOLESALE CORP 51564 89249 370 SHS DANAHER CORP 81483 92445 760 SHS FISERV INC 9926 113270 225 SHS INTUIT 13534 147872 225 SHS LOWES COMPANIES 20943 49604 385 SHS MASTERCARD INC 9141 169847 450 SHS MICROSOFT CORP 16152 201128 455 SHS NIKE INC CLASS B 68657 34293 100 SHS NVIDIA CORP 12450 12354 365 SHS PAYCOM SOFTWARE INC 93219 52210 30 SHS REGENERON PHAR 24997 31531 135 SHS ROPER INDUSTRIES INC 42739 76094 270 SHS SALESFORCE.COM 41426 69417 130 SHS SERVICENOW INC 64646 102267 400 SHS STARBUCKS CORP 15022 31140 345 SHS STRYKER CORP 5811 117386 45 SHS SYNOPSYS INC 26623 26778 600 SHS TRADE DESK INC 11154 58602 165 SHS THERMO FISHER SCIENTIFIC INC 20195 91245 195 SHS VEEVA SYSTEMS INC 40731 35687 250 SHS VERALTO CORP 20166 23868 230 SHS WEX INC 43500 40742 700 SHS CANADIAN NATIONAL RAILWAY 15668 82691 260 SHS NXP SEMICONDUCTORS 23534 69963 NH ANNUAL REPORT FILING FEE 75 0 75 GRANTMAKERS IN THE ARTS - MEMBERSHIP 500 0 500 WEBSITE MAINTENANCE 1125 0 1125 OFFICE EXPENSE 18 0 18 GRANTS MANAGEMENT PROFESSIONAL FEES 2749 0 2749 LWC FIDUCIARY ADVISORS 21810 21810 0 FEDERAL EXCISE TAXES 6/30/23 2958 0 0 FOREIGN TAXES 665 665 0