2025-11-10T11:51:52-06:00 2024-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2024-01-01 043014763 THE SHANE FOUNDATION SHAN 6175236531 LWC 230 CONGRESS ST 12FL BOSTON MA 02110 NANCY E DEMPZE TRUSTEE 6175236531 2025-11-04 1 1 CATHERINE LEE P01803832 6175236531 2025-11-04 2024 2025-03-06 01:10:19Z X 1937312 X 384357 9 9 22053 22200 163135 388265 163135 569554 185344 720 504 216 933 933 0 14654 14654 0 3489 289 0 551 516 35 20347 16896 251 203500 203500 223847 16896 203751 345707 168448 160 988 988 32245 169373 169373 550054 758312 1748208 65304 64797 18743 647763 993470 1937312 0 0 X 2086119 2086119 0 0 -1438356 -1092649 647763 993470 647763 993470 647763 345707 0 993470 0 993470 25 SHS INTUIT 2011-07-26 2024-02-13 16514 1218 15296 15296 35 SHS ALPHABET INC CLASS A 2016-11-14 2024-02-13 5199 1319 3880 3880 76 SHS VERALTO CORPORATION 2016-11-14 2024-02-13 6290 2114 4176 4176 105 SHS FISERV INC 2011-01-05 2024-02-13 15040 1544 13496 13496 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3440 20 SHS MASTERCARD INC 2011-01-05 2024-02-15 9165 456 8709 8709 30 SHS AMAZON.COM 2019-03-12 2024-02-15 5049 2516 2533 2533 10 SHS MICROSOFT CORP 2019-03-28 2024-04-12 4198 1166 3032 3032 30 SHS FISERV INC 2011-01-05 2024-04-12 4621 441 4180 4180 10 SHS MASTERCARD INC 2011-01-05 2024-04-12 4708 228 4480 4480 10 SHS THERMO FISHER SCIENTIFIC INC 2015-08-19 2024-04-12 5750 1344 4406 4406 5 SHS O'REILLY AUTOMOTIVE INC 2020-12-10 2024-04-12 5463 2214 3249 3249 25 SHS AMAZON.COM 2019-03-12 2024-04-12 4615 2096 2519 2519 5 SHS THERMO FISHER SCIENTIFIC INC 2015-08-19 2024-08-20 3039 672 2367 2367 15 SHS COSTCO WHOLESALE CORP NEW 2021-04-15 2024-08-20 13032 5535 7497 7497 50 SHS BROADRIDGE FINANCIAL SOLUTIONS 2022-08-11 2024-08-20 10459 8527 1932 1932 5 SHS O'REILLY AUTOMOTIVE INC 2020-12-10 2024-08-20 5594 2214 3380 3380 45 SHS TJX COMPANIES INC 2010-04-13 2024-08-20 5060 517 4543 4543 155 SHS PAYCOM SOFTWARE INC 2016-12-28 2024-08-27 25580 7153 18427 18427 350 SHS PEPSICO INC 2024-10-10 2024-12-26 52740 60031 -7291 -7291 30 SHS REGENERON PHAR 2024-04-10 2024-12-26 21263 27865 -6602 -6602 510 SHS NOVO-NORDISK A/S ADR 2024-10-10 2024-12-26 44671 60191 -15520 -15520 163135 2341 0 2341 0 2341 2159 0 2000 0 4159 0 1818 1818 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN A SHANE 5 BLYNMAN CIRCLE MANCHESTER MA 01944 TRUSTEE 1.00 0 0 0 DENISE M V SHANE 5 BLYNMAN CIRCLE MANCHESTER MA 01944 TRUSTEE 1.00 0 0 0 LEE A SHANE PO BOX 204 WASHINGTON ME 04574 TRUSTEE 1.00 0 0 0 NANCY E DEMPZE 75 STATE STREET 16TH FLOOR BOSTON MA 02109 TRUSTEE 1.00 720 0 0 NANCY S BROPHY 90 CLEVELAND STREET NORFOLK MA 02056 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1564595 116134 18743 1699472 0 0 1699472 25492 1673980 83699 83699 2341 2341 81358 0 81358 0 81358 203751 0 203751 81358 0 0 24527 24219 23060 29963 2985 104754 203751 0 0 0 81358 122393 0 0 227147 0 0 0 0 0 0 24527 202620 24219 23060 29963 2985 122393 JOHN A SHANE X AMERICAN REPERTORY THEATRE 64 BRATTLE STREET CAMBRIDGE MA 02138 NONE PC GENERAL 3500 BELMONT HILL SCHOOL 350 PROSPECT ST BELMONT MA 02478 NONE PC GENERAL 5000 LAHEY HOSPITAL 41 MALL ROAD BURLINGTON MA 01805 NONE PC GENERAL 2500 BOSTON BALLET 19 CLARENDON STREET BOSTON MA 02116 NONE PC GENERAL 2000 BOSTON HEALTH CARE FOR THE HOMELESS 780 ALBANY STREET BOSTON MA 02118 NONE PC GENERAL 5000 BOSTON SYMPHONY ORCHESTRA SYMPHONY HALL BOSTON MA 02115 NONE PC GENERAL 1000 BRIGHAM AND WOMEN'S HOSPITAL 116 HUNTINGTON AVENUE BOSTON MA 02116 NONE PC GENERAL 2000 CARE DIMENSIONS 75 SYLVAN STREET DANVERS MA 01923 NONE PC GENERAL 500 CATHOLIC EXTENSION 150 SOUTH WACKER DRIVE SUITE 2000 CHICAGO IL 60606 NONE PC GENERAL 1000 COMMONWEALTH FOUNDATION 152 COMMONWEALTH AVENUE BOSTON MA 02116 NONE PC GENERAL 1000 CONCORD ACADEMY 166 MAIN STREET CONCORD MA 01742 NONE PC GENERAL 1000 CURE ALZHEIMERS FUND 34 WASHINGTON STREET WELLESLEY HILLS MA 02481 NONE PC GENERAL 2000 EIMA OF THE PEABODY ESSEX MUSEUM 161 ESSEX STREET SALEM MA 01970 NONE PC GENERAL 2000 FRIENDS OF THE PUBLIC GARDEN 69 BEACON STREET BOSTON MA 02108 NONE PC GENERAL 3000 HARVARD KENNEDY SCHOOL 79 JFK STREET CAMBRIDGE MA 02318 NONE PC GENERAL 2500 MASS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 NONE PC GENERAL 3000 MILL REEF FUND PO BOX 78000 DETROIT MI 48278 NONE PC GENERAL 2000 MISS HALL'S SCHOOL 492 HOLMES ROAD PITTSFIELD MA 01201 NONE PC GENERAL 3500 MOWGLI HOLT ELWELL MEMORIAL FDN'S HOPE TO BE PO BOX 9 HEBRON NH 03241 NONE PC GENERAL 100000 MUSEUM OF FINE ARTS 465 HUNTINGTON AVENUE BOSTON MA 02115 NONE PC GENERAL 2000 MUSEUM OF SCIENCE 1 SCIENCE PARK BOSTON MA 02114 NONE PC GENERAL 2000 NEW ENGLAND AQUARIUM CENTRAL WHARF BOSTON MA 02110 NONE PC GENERAL 1000 OBERLIN COLLEGE 50 WEST LORAIN STREET OBERLIN OH 44074 NONE PC GENERAL 1000 PRINCETON UNIVERSITY - PROJECT 79 PO BOX 46 PRINCETON NJ 08543 NONE PC GENERAL 25000 ROCKPORT MUSIC 37 MAIN STREET ROCKPORT ME 01966 NONE PC GENERAL 1000 ST COLUMBKILLE'S PARISH 321 MARKET ST BRIGHTON MA 02135 NONE PC GENERAL 1000 STEPPINGSTONE FOUNDATION 1 APPLETON STREET BOSTON MA 02116 NONE PC GENERAL 1500 WBUR 890 COMMONWEALTH AVENUE BOSTON MA 02215 NONE PC GENERAL 2000 WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY MA 02481 NONE PC GENERAL 2500 WENHAM MUSEUM 132 MAIN STREET WENHAM MA 01984 NONE PC GENERAL 1000 WGBH ONE GUEST STREET BOSTON MA 02135 NONE PC GENERAL 2000 MERRIMACK SENIOR CENTER 100 EAST MAIN STREET MERRIMAC MA 01860 NONE PC GENERAL 500 NEW HAMPSHIRE FOOD BANK 700 E INDUSTRIAL PARK DRIVE MANCHESTER NH 03109 NONE PC GENERAL 500 SCHWAB CHARITABLE PO BOX 628298 ORLANDO FL 32862 NONE PC GENERAL 10000 ANNA JACQUES HOSPITAL 25 HIGHLAND AVE NEWBURYPORT MA 01950 NONE PC GENERAL 1000 HAMILTON HALL 9 CHESTNUT STREET SALEM MA 01970 NONE PC GENERAL 1000 LAKE CHAMPLAIN LAND TRUST 1 MAIN STREET SUITE 205 BURLINGTON VT 05401 NONE PC GENERAL 500 BOSTON SPORTS AND SHOULDER CTR 840 WINTER STREET WALTHAM MA 02451 NONE PC GENERAL 1000 NEIGHBORHOOD ASSOCIATION OF THE BACK BAY 160 COMMONWEALTH AVE L8 BOSTON MA 02116 NONE PC GENERAL 500 PRINCETON UNIVERSITY PO BOX 5357 PRINCETON NJ 08543 NONE PC GENERAL 3000 NE BAPTIST HOSPITAL 529 MAIN STREET SUITE 400 CHARLESTOWN MA 02129 NONE PC GENERAL 1000 203500 0 14 9 14 22053 18 163135 990PF EXCISE TAX REFUND 01 0 185197 0 185197 0 0 0 0 0 0 0 0 0 0 X X 1 NANCY SHANE TRUST FBO CHRISTOPHER SHANE 75 STATE STREET BOSTON MA 02109 383637 X LORING WOLCOTT & COOLIDGE TRUST LLC 933 933 0 PART VIII 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 1 TO 1.5 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 1 TO 1.5 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. 100 ADOBE SYSTEMS INC 32602 44468 100 INTUIT 10576 62850 100 THERMO FISHER SCIENTIFIC INC 13436 52023 115 PARKER-HANNIFIN CORP 36783 73143 125 META PLATFORM 73516 73189 160 HOME DEPOT INC 30367 62238 175 STRYKER CORP 558 63009 190 VEEVA SYSTEMS 40590 39948 195 MASTERCARD INC 29486 102681 230 DANAHER CORP SHS BEN INT 16158 52797 235 ECOLAB INC 59924 55065 240 AUTOMATIC DATA PROCESSING 8202 70255 260 BROADRIDGE FINANCIAL SOLUTIONS 41534 58783 275 MICROSOFT CORP 42985 115913 300 AMERICAN TOWER CORP 29865 55023 325 AMAZON.COM 27252 71302 385 FISERV INC 5662 79087 390 EOG RESOURCES 27923 47806 50 O'REILLY AUTOMOTIVE INC 22137 59290 535 CANADIAN NATIONAL RAILWAY 24742 54308 550 ABBOTT LABORATORIES 8595 62211 560 ALPHABET INC CLASS A 33169 106008 570 TJX COMPANIES INC 6155 68862 70 COSTCO WHOLESALE CORP NEW 25832 64139 70 SERVICENOW INC 30885 74208 70 SYNOPSIS INC 38916 33975 95 FACTSET RESEARCH SYSTEMS INC 40462 45627 TECHNOLOGY VENTURE PARTNERS LP AT COST 64797 18743 COMM OF MA - ANNUAL REPORT FILING FEE 35 0 35 TVP, LP OTHER DEDUCTIONS 516 516 0 TAX PREPARATION FEE 0 0 0 LWC FIDUCIARY ADVISORS 14654 14654 0 FOREIGN TAXES WITHHELD 289 289 0 2023 FEDERAL EXCISE TAX EXTENSION 2200 0 0 2024 FEDERAL TAX ESTIMATE 1000 0 0