2025-09-17T14:20:18-05:00 2024-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2024-01-01 266140808 AUGUSTONE FOUNDATION UAGR DTD 121107 CHRISTOPHER D BLAU ET AL TRUSTEES AUGU 6175236531 LWC 230 CONGRESS ST 12FL BOSTON MA 02110 CHRISTOPHER D BLAU TRUSTEE 6175236531 2025-09-09 1 0 MICHAEL STEINBERG P00200478 6175236531 2025-09-09 2024 2025-03-06 01:10:19Z X 3705989 X 244280 43922 43922 110539 171852 110539 398741 154461 0 0 0 32747 30247 2500 766 766 0 35 0 35 33548 31013 2535 109500 109500 143048 31013 112035 255693 123448 365 996 996 77000 108000 108000 1206191 1242692 3596993 1283556 1351688 3705989 0 0 X 1691 1691 0 0 1281865 1349997 1283556 1351688 1283556 1351688 1283556 255693 0 1539249 187561 1351688 PUBLICLY TRADED STOCKS 2022-01-01 2024-12-31 171852 61313 110539 110539 110539 1716 0 1716 0 1716 6086 0 0 0 6086 X 0 4370 4370 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A LORING WOLCOTT COOLIDGE TR LLC 6175236531 230 CONGRESS ST BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WENDY S BLAU C/O LWC 230 CONGRESS ST 12TH FL BOSTON MA 02110 TRUSTEE 1.00 0 0 0 CHRISTOPHER D BLAU C/O LWC 230 CONGRESS ST 12TH FL BOSTON MA 02110 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 3338723 137114 0 3475837 0 0 3475837 52138 3423699 171185 171185 1716 1716 169469 0 169469 0 169469 112035 0 112035 169469 101101 0 0 112035 101101 0 0 10934 0 0 0 0 0 0 0 0 158535 0 0 0 WENDY S BLAU CHRISTOPHER D BLAU X MONTECITO TRAILS FOUNDATION PO BOX 5481 SANTA BARBARA CA 93150 NONE PUBLIC CHARITY GENERAL PURPOSE 500 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN STREET LANDER WY 82520 NONE PUBLIC CHARITY GENERAL PURPOSE 500 THE MUTT SCOUTS 325 W WASHINGTON ST STE 2 SAN DIEGO CA 92103 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 SANTA BARBARA BICYCLE COALITION PO BOX 92047 SANTA BARBARA CA 93190 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 SANTA BARBARA MIDDLE SCHOOL 1321 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 SCHOLARHSIP FOUNDATION OF SANTA BARBARA PO BOX 3620 SANTA BARBARA CA 93130 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 THE ANIMAL PAD 4620 AVACADO BLVD LA MESA CA 91941 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 UNITY SHOPPE 1207 STATE STREET SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 COMMUNITY ENVIRONMENTAL COUNCIL PO BOX 90660 SANTA BARBARA CA 93190 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 SANTA BARBARA FOUNDATION 1111 CHAPALA ST STE 200 SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 SANTA BARBARA LAND TRUST 1530 CHAPALA ST STE A SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE ARLINGTON VA 22203 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 POSITIVE TRACKS 35 SOUTH MAIN STREET HANOVER NH 03755 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 SANTA BARBARA COTTAGE HOSPITAL FOUNDATION PO BOX 689 SANTA BARBARA CA 93102 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 424 E 92ND STREET NEW YORK NY 10128 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 WORLD BICYCLE RELIEF 1000 W FULTON MARKET 4TH FLR CHICAGO IL 60607 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET 10TH FLR NEW YORK NY 10273 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 BEST FRIENDS ANIMAL SOCIETY 50001 ANGEL CANYON ROAD KANAB UT 84741 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 MISSION SCHOLARS 133 E DE LA GUERRA 366 SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 AFRICAN WOMEN RISING 801 COLD SPRING ROAD SANTA BARBARA CA 93108 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 ORGANIC SOUP KITCHEN OF SANTA BARBARA 126 E HALEY STREET STE A4 SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 FOOD BANK SANTA BARBARA 4554 HOLLISTER AVENUE SANTA BARBARA CA 93110 NONE PUBLIC CHARITY GENERAL PURPOSE 1500 SANTA BARBARA COUNTY SEARCH AND RESCUE 1111 CHAPALA STREET STE 200 SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 109500 0 14 43922 18 110539 0 154461 0 154461 1 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 WENDY AND CHRIS BLAU 2280 SANTIAGO ROAD SANTA BARBARA CA 93103 244280 X 1 400 SHARES OF ISHARES CORE S&P 500 ETF 244280 2024-12-26 PART VIII LINE 1(B) 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE OFFICER/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 OFFICER/SEMPLOY 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 OFFICER/S ASWELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAYDIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR. 950 ABBOTT LABORATORIES 32129 107455 125 ADOBE SYSTEMS INC 58360 55585 950 ALPHABET INC CLASS A 79495 179835 800 AMAZON.COM 40007 175512 500 AMERICAN TOWER CORP 54046 91705 1000 APPLE INC 4161 250420 450 DANAHER CORP SHS BEN INT 12725 103298 2150 EOG RESOURCES 133691 263547 900 FISERV INC 29482 184878 250 INTUIT 14370 157125 400 ISHARES S&P 500 INDEX FUND 56932 235472 450 MASTERCARD INC 9466 236957 900 MICROSOFT CORP 21182 379350 925 NXP SEMICONDUCTORS 16010 192261 1450 PHILIP MORRIS INTERNATIONAL 114319 174508 550 QUALCOMM INC 33453 84491 125 SERVICENOW INC 56026 132515 175 STRYKER CORP 9620 63009 100 THERMO FISHER SCIENTIFIC INC 51601 52023 550 TJX COMPANIES INC 7976 66446 700 WEX INC 125907 122724 2900 WISE PLC CL A 31734 37877 8744 KATE FARMS INC SERIES C PREFERRED STOCK 250000 250000 BOOK TAX ADJ - TIMING DIFFERENCE 213 M-1 ADJ 187348 FILING FEE FOR MASS PC 35 0 35 LWC FIDUCIARY ADVISORS 30247 30247 0 LORING, WOLCOTT & COOLIDGE TAX PREP 2500 0 2500 FOREIGN TAXES 766 766 0 FEDERAL EXCISE TAX 0 0 0