2026-02-18T12:57:56-06:00 2025-11-30 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2024-12-01 042767470 ZELL FAMILY FOUNDATION INC C/O LORING WOLCOTT & COOLIDGE OFFICE ZELL 6175236531 230 CONGRESS STREET BOSTON MA 02110 MARGOT DOUCETTE TREASURER 6175236531 2026-02-12 1 0 MARY JEAN MOUGHAN P00133963 6175236531 2024 2025-03-06 01:10:19Z X 2792569 X X 3931 3921 18337 18337 92180 207787 92180 114448 114438 0 0 0 1088 1088 0 31413 25438 5975 2693 204 0 50 0 50 35244 26730 6025 140000 140000 175244 26730 146025 -60796 87708 950 704 704 52000 79000 79000 946510 929479 2712865 70519 0 0 1069979 1009183 2792569 0 0 X 1149445 1149445 0 0 -79466 -140262 1069979 1009183 1069979 1009183 1069979 -60796 0 1009183 0 1009183 PUBLICLY TRADED SECURITIES P 207787 115607 92180 92180 92180 1219 0 1219 0 1219 1720 0 0 0 1720 0 501 501 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 MARGOT DOUCETTE PO BOX 3348 RANCHO SANTA FE CA 92067 TREASURER 1.00 0 0 0 ALISON ELLSWORTH 71 BAKER HILL ROAD LYME NH 03768 PRESIDENT 1.00 0 0 0 LAURA NORFOLK 3531 CROWN RIDGE DRIVE SHERMAN OAKS CA 91403 VICE PRESIDENT 1.00 0 0 0 AMY ZELL ELLSWORTH 34 LOCUST STREET BELMONT MA 02478 BOARD MEMBER 1.00 0 0 0 JENNIFER FIS MENACHE 10480 KINNAIRD AVE LOS ANGELES CA 90024 BOARD MEMBER 1.00 0 0 0 JUDITH FAUST 10 DREAM CATCHER SANTA FE NM 87506 BOARD MEMBER 1.00 0 0 0 SARAH HAMILTON 96 RICHDALE AVE SECOND FLOOR CAMBRIDGE MA 02140 BOARD MEMBER 1.00 0 0 0 ADAM ELLSWORTH 819 14TH STREET APT 2 SAN FRANCISCO CA 94114 BOARD MEMBER 1.00 0 0 0 MELISSA ZELL ANDREWS 7415 BOYER STREET PHILADELPHIA PA 19119 SECRETARY 1.00 0 0 0 KENDAL BLANK 421 EAST 76TH STREET 6A NEW YORK NY 10021 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 2750998 96929 0 2847927 0 0 2847927 42719 2805208 140260 140260 1219 1219 139041 0 139041 0 139041 146025 0 146025 139041 144400 0 0 146025 144400 0 0 1625 0 0 0 0 0 0 0 0 137416 0 0 0 X CENTER CITY CONCERN 232 NW 6TH AVENUE PORTLAND OR 97209 NONE PC GENERAL 1500 GIVE A BEAT FOUNDATION 387 SOUTH COAST HIGHWAY LAGUNA BEACH CA 92651 NONE PC GENERAL 6000 IT TAKES A VILLAGE PO BOX 304 HUNTINGTON MA 01050 NONE PC GENERAL 3000 ENGLISH FOR NEW BOSTONIANS 185 DEVONSHIRE STREET SUITE 700 BOSTON MA 02110 NONE PC GENERAL 1500 TO LEAP TO SUCCESS 2011 PALOMAR AIRPORT ROAD STE 101 CARLSBAD CA 92011 NONE PC GENERAL 3000 TO HIAS PENNSYLVANIA PO BOX 8688 PHILADELPHIA PA 19101 NONE PC GENERAL 2000 THE DOE FUND 345 EAST 102ND STREET 305 NEW YORK NY 10029 NONE PC GENERAL 3000 NATIONAL RELIGIOUS CAMPAIGN AGAINST TORTURE PO BOX 91820 WASHINGTON DC 20090 NONE PC GENERAL 1000 COOL HAND SERIES INC 115 ODELL CLARK PL APT 4A NEW YORK NY 10030 NONE PC GENERAL 1000 TO RISE UP INDUSTRIES 5275 MARKET ST SAN DIEGO CA 92114 NONE PC GENERAL 56000 WOMEN FIRST TRANSITION AND REFERRAL CENTER 10373 NE HANCOCK ST SUITE 106 PORTLAND OR 97220 NONE PC GENERAL 15000 GOLDEN RULE REENTRY 2305 ASHLAND ST C350 ASHLAND OR 97520 NONE PC GENERAL 16000 FREEDOM FARMS 575 SCHIEFFELIN GULCH RD GOLD HILL OR 97520 NONE PC GENERAL 11000 BEYOND THESE WALLS PO BOX 13006 PORTLAND OR 97213 NONE PC GENERAL 10000 WYCK HISTORIC HOUSE GARDEN AND FARM 6026 GERMANTOWN AVENUE PHILADELPHIA PA 19144 NONE PC GENERAL 1000 REFUGE POINT 89 SOUTH ST SUITE 802 BOSTON MA 02110 NONE PC GENERAL 1500 MOUNT TAMALPAIS COLLEGE PO BOX 492 SAN QUENTIN CA 94964 NONE PC GENERAL 1500 CENTER FOR CONTEMPORARY ARTS 1050 OLD PECOS TRAIL SANTA FE NM 87505 NONE PC GENERAL 1000 LENSIC PERFORMING ARTS 211 W SAN FRANCISCO STREET SANTA FE NM 87501 NONE PC GENERAL 1000 MOTHERS AGAINST MEDIA ADDICTION INC 82 NASSAU STREET 62860 NEW YORK NY 10038 NONE PC GENERAL 1000 GSL RESCUE 7404 FOUNTAIN AVE UNIT B WEST HOLLYWOOD CA 90046 NONE PC GENERAL 3000 140000 0 14 3931 14 18337 18 92180 0 114448 0 114448 0 0 0 0 0 0 0 0 0 0 LORING, WOLCOTT & COOLIDGE TRUST LLC 1088 1088 0 PART VIII LINE 1(B) 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSHOURS 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. 135 COSTCO WHOLESALE CORP NEW 44357 123335 150 ROPER INDUSTRIES INC 41280 66933 165 PAYCOM SOFTWARE INC 27613 26593 175 LOWES COMPANIES 40008 42434 185 STRYKER CORP 40670 68668 185 VISA INC 15084 61871 190 VEEVA SYSTEMS 40601 45655 195 SALESFORCE.COM 29492 44955 1670 NVIDIA CORP 21381 295590 205 ADOBE SYSTEMS INC 41018 65627 235 INTUIT 13787 149009 290 VERALTO CORPORATION 14893 29354 295 BROADRIDGE FINACIAL SOLUTIONS 50278 67287 335 NXP SEMICONDUCTORS 28428 65305 385 AMERICAN TOWER CORP 38380 69789 420 MASTERCARD INC 21771 231223 433 MICROSOFT CORP 54293 213040 435 DANAHER CORP SHS 30095 98649 45 REGENERON PHAR 41296 35109 60 SYNOPSYS INC 28166 25081 615 NIKE INC CLASS B 29086 39747 655 FISERV INC 8936 40263 680 AMAZON.COM 65402 158590 705 TRADE DESK INC 49466 27890 680 APPLE INC 3103 189618 792 STARBUCKS CORP 28840 68991 95 THERMO FISHER SCIENTIFIC INC 43945 56129 880 ALPHABET INC CL A 9753 281758 30 SERVICENOW INC 28057 24372 COMMONWEALTH OF MASS PC FILING FEE 35 0 35 ANNUAL CORPORATE REPORT FOR MASS 15 0 15 LWC FIDUCIARY ADVISORS 25438 25438 0 LORING, WOLCOTT & COOLIDGE TRUST LLC TAX PREP 2500 0 2500 THE PHILANTHROPIC INITIATIVE 3475 0 3475 FOREIGN TAXES 204 204 0 11/30/25 FEDERAL ESTIMATED TAXES DUE 1720 0 0 11/30/24 FEDERAL TAXES DUE 769 0 0