2024-11-21T13:23:31-06:00 2024-07-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-08-01 203121701 EDMUND AND MARY COMEY CHARITABLE FOUNDATION DTD 4/26/1990 EDMU 6175236531 LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 NUSHIN KORMI TRUSTEE 6175236531 2024-11-21 1 1 CATHERINE LEE P01803832 6175236531 2024-11-21 2023 2024-10-15 13:58:12Z X 3367855 X X 35481 35299 21898 230794 21898 57379 57197 16486 11540 4946 1754 1754 0 11938 11938 0 1210 1210 0 35 0 35 31423 26442 4981 293711 293711 325134 26442 298692 -267755 30755 624 764 764 99000 16000 16000 1185663 1000768 3351091 1285287 1017532 3367855 0 0 X 1372164 1372164 0 0 -86877 -354632 1285287 1017532 1285287 1017532 1285287 -267755 0 1017532 0 1017532 245 SHS ECHOLAB INC 2016-01-20 2023-08-24 44019 25247 18772 18772 125 SHS ABBOTT LABORATORIES 2013-05-15 2023-08-24 13105 4704 8401 8401 225 SHS ABBOTT LABORATORIES 2013-09-13 2023-08-24 23589 7830 15759 15759 120 SHS META PLATFORMS INC 2017-01-24 2023-08-24 35556 15454 20102 20102 55 SHS META PLATFORMS INC 2018-05-15 2023-08-24 16296 10119 6177 6177 200 SHS PAYPAL HOLDINGS INC 2020-12-16 2023-08-24 12278 45259 -32981 -32981 120 SHS PAYPAL HOLDINGS INC 2021-01-13 2023-08-24 7367 29504 -22137 -22137 105 SHS PAYPAL HOLDINGS INC 2021-09-08 2023-08-24 6446 30360 -23914 -23914 .667 SHS VERALTO CORP 2007-11-19 2023-10-11 49 7 42 42 40 SHS MICROSOFT 2019-01-03 2024-01-10 15248 3945 11303 11303 350 SHS EDWARDS LIFESCIENCE CORP 2020-09-09 2024-01-10 26574 29899 -3325 -3325 70 SHS EDWARDS LIEFSCIENCE CORP 2022-11-22 2024-01-10 5315 5181 134 134 55 SHS MASTERCARD INC 2011-02-11 2024-05-08 24885 1387 23498 23498 CASH IN LIEU - COGNIZANT TECHNOLOGY SOLUTIONS 2023-11-09 67 67 67 21898 427 0 427 0 427 891 0 0 0 891 0 464 464 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GILBERT M RODDY JR 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 8243 0 0 NUSHIN KORMI 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 8243 0 0 NONE 0 NONE 0 0 3096244 127083 0 3223327 0 0 3223327 48350 3174977 158749 158749 427 427 158322 0 158322 0 158322 298692 0 298692 158322 139023 2021 146880 0 298692 139023 146880 0 12789 0 0 0 0 0 0 0 0 145533 0 0 0 X ANIMAL RESCUE LEAGUE OF BOSTON 10 ANNAS PLACE DEDHAM MA 02026 NONE PUBLIC CHARITY GENERAL 36714 MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 350 S HUNTINGTON AVE BOSTON MA 02130 NONE PUBLIC CHARITY GENERAL 36714 LITTLE SISTERS OF THE POOR 110-30 221ST ST QUEENS VILLAGE NY 11429 NONE PUBLIC CHARITY GENERAL 73427 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE PUBLIC CHARITY GENERAL 73428 CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON 275 WEST BROADWAY BOSTON MA 02127 NONE PUBLIC CHARITY GENERAL 73428 293711 0 14 35481 01 18 21898 0 57379 0 57379 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 0 0 0 LWC - ACCOUNTING FEES 1754 1754 0 UNDISTRIBUTED INCOME FROM 2021 WAS DISTRIBUTED TO CHARITIES IN 2023 AS SOON AS THIS OMISSION WAS REALIZED. 990-PF, PART VIII, LINE 1 990-PF STATEMENT PART VIII - INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS AND THEIR COMPENSATION AND HOURS SPENT PER WEEK.HOURS SPENT:THE TIME SPENT BY THE OFFICERS MANAGING THE AFFAIRS OF THE FOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR 990-PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PER WEEK HAS BEEN INDICATED. THE OFFICERS EMPLOY ACCOUNTING, SUPPORT AND TAX COMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAID RELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS AN ESTIMATE OF THE TIME SPENT BY THE NAMED OFFICERS AS WELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR. THE TRUSTEES FEES NOTED ALSO INCLUDE AN INVESTMENT ADVISORY COMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENT ASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ON FAIR MARKET VALUE. 675 SHS ABBOTT LABORATORIES 16637 71510 1500 SHS ALPHABET INC CLASS A 55988 257310 645 SHS AMERICAN TOWER CORP 62177 142158 1,100 SHS CANADIAN NATIONAL RAILWAY 28663 127325 659 SHS DANAHER CORP SHS INT 17084 182596 1,105 SHS FISERV INC 12915 180745 424 SHS HEINEKEN HOLDING NV 19849 31245 301 HOME DEPOT INC 49001 110816 400 SHS INTUIT 23900 258940 635 SHS MASTERCARD INC 16012 294456 305 SHS PAYCOM SOFTWARE 15610 50871 900 SHS ROSS STORES INC 11871 128907 580 SHS STRYKER CORP 27397 189921 855 SHS AMAZON.COM 80082 159868 710 SHS MICROSOFT CORP 70017 297029 700 SHS NXP SEMICONDUCTORS 65074 184212 195 SHS ADOBE 55179 107572 120 SHS ROPER INDUSTRIES 45140 65370 175 SHS COSTCO WHOLESALE CORP 64986 143850 205 SHS SALESFORCE.COM 44718 53054 125 SHS SERVICENOW INC 61098 101799 215 SHS THERMO FISHER SCIENTIFIC INC 105074 131868 160 SHS WEX INC 26048 29352 25 SHS REGENERON PHAR 24000 26980 219 SHS VERALTO CORPORATION 2248 23337 MASS ANNUAL REPORT FORM PC FILING FEE 35 0 35 LWC FIDUCIARY ADVISOR FEES 11938 11938 0 FOREIGN TAXES PAID 1210 1210 0