2022-08-23T15:18:26-05:00 2022-05-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2021-06-01 046061028 TR UW HELEN F KIMBALL-THE MOSES KIMBALL FUND FOR PROMOTION OF GOOD CITIZENSHIP KIMB 6175236531 LWC 230 CONGRESS ST 12FL BOSTON MA 02110 C-F DAVID BOIT TRUSTEE 6175236531 2022-08-19 1 C-F DAVID BOIT 999009999 BETHANY K SHUKIE P02165556 6175236531 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 6974838 X X 66 164 55408 55408 587767 935827 587767 643241 643339 29857 6961 22896 2963 2963 0 21621 21621 0 3099 279 0 1053 0 1053 785 0 785 59378 31824 24734 323500 323500 382878 31824 348234 260363 611515 986 364 364 78000 236000 236000 2742317 2845302 6738474 2821303 3081666 6974838 0 0 X 3060041 3081151 0 0 -238738 515 2821303 3081666 2821303 3081666 2821303 260363 0 3081666 0 3081666 PUBLIC TRADED SECURITIES P 935827 348060 587767 587767 587767 8500 0 8500 0 8500 3720 0 0 0 3720 X 0 4780 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 MOSESKIMBALLFUND.ORG LORINGWOLCOTT 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 C-F DAVID BOIT 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 9945 0 0 PAUL PARRAVANO MIT GOVT RELATIONS RM 11-245 77 MASS AVE CAMBRIDGE MA 02139 TRUSTEE 1.00 9956 0 0 ANDREW CUMMINGS 1108 SHEPHERD ST DURHAM NC 27707 TRUSTEE 1.00 9956 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 7798228 242368 0 8040596 0 0 8040596 120609 7919987 395999 395999 8500 8500 387499 0 387499 0 387499 348234 0 348234 387499 323288 0 0 348234 323288 0 0 24946 0 0 0 0 0 0 0 0 362553 0 0 0 LORING WOLCOTT COOLIDGE 230 CONGRESS STREET 12 FL BOSTON MA 02110 6175236531 APPLICATION ON LINE. SEE ON LINE FOR INFORMATION THAT SHOULD BE INCLUDE WITH THIS APPLICATION. DEADLINES FOR APPLICATION AND SUBSEQUENT REPORTING JUNE 1ST THROUGH MARCH 1ST THE MOSES KIMBALL FUND TRUSTEES EMPHASIZE GRANTS TO ORGANIZATIONS WHICH EITHER PROVIDE JOBS TO MINORITIES AND DISADVANTAGED MEMBERS OF THE GREATER BOSTON COMMUNITY, OR LINKS BETWEEN EDUCATIONAL ORGANIZATIONS AND THE NEEDY MEMBERS OF THE ADJACENT COMMUNITES. ARTISTS FOR HUMANITY 100 WEST SECOND STREET BOSTON MA 02127 NONE PC YOUTH ARTS 8000 ASCENDUS 80 MAIDEN LANE SUITE 903 NEW YORK NY 10038 NONE PC COVID-19 RELIEF 7000 BLESSED STEPHEN BELLESINI OSA ACADEMYINC PO BOX 1021 LAWRENCE MA 01842 NONE PC AFTER SCHOOL AND EVENING STUDY PROGRAM 20000 BOSTON DEBATE LEAGUE 225 FRIEND ST SUITE 401 BOSTON MA 02114 NONE PC AFTER SCHOOL DEBATE LEAGUE 2000 BUILDING BLOCKS OF KALAMAZOO 1009 E STOCKBRIDGE AVENUE KALAMAZOO MI 49001 NONE PC CATALYST SITE PROJECTS 20000 BUSINESS UNITED IN INVESTNG LENDING DEVELOPMENT 745 ATLANTIC AVENUE 8TH FL BOSTON MA 02111 NONE PC YOUTH ENTREPRENEURSHIP PROGRAM 5000 DISMAS HOUSE OF MASSACHUSETTS PO BOX 30125 30 RICHARDS STREET WORCESTER MA 01603 NONE PC FARM STEWARSHIP 5000 ENGLISH FOR NEW BOSTONIANS 105 CHAUNCY STREET 7TH FL BOSTON MA 02111 NONE PC ESOL FOR PARENTS AND CAREGIVERS 14000 FAMILIES MOVING FORWARD 300 N QUEEN STREET DURHAM NC 27701 NONE PC DURHAM COLLABORATIVE TO END FAMILY HOMELESSNESS 20000 FOOD FOR THE WORLD INC 516 ESSEX STREET LAWRENCE MA 01841 NONE PC FEEDING THE HUNGRY 20000 FRIENDS OF THE CHILDREN-BOSTON INC 555 AMORY STREET BOSTON MA 02130 NONE PC LT PROFESSIONAL MENTORING FOR HIGH RISK YOUTH 8000 GIRLS LEAP SELF-DEFENSE INC PO BOX 240927 DORCHESTER MA 02124 NONE PC LIFETIME EMPOWERMENT AWARENESS PROGRAM 3000 HAVEN PROJECT 57 MUNROE STREET LYNN MA 01901 NONE PC FOR CATALYST 4000 HOUSING FAMILIES INC 919 EASTERN AVENUE MALDEN MA 02148 NONE PC GREAT YOUTH & FAMILIES PROGRAM 3000 INNOVATORS FOR PURPOSE 825 MAIN STREET ACTON MA 01720 NONE PC CREATIVE DOESS STUDIO & EXPERIENTIAL STEAM LEARNING 3000 JFY NETWORKS 44 SCHOOL STREET SUITE 1010 BOSTON MA 02108 NONE PC ONLINE LEARNING SUPPORT 5000 JUST A START CORPORATION 1035 CAMBRIDGE STREET SUITE 12 CAMBRIDGE MA 02141 NONE PC EDUCATION, TRAINING AND SUPPORT PROGRAMS 20000 LA VIDA INC 120 MUNROE STREET LYNN MA 10901 NONE PC EXPANDING EQUITY IN HIGHER EDUCATION FOR LYNN, MA 7500 MORE THAN WORDS 56 FELTON STREET WALTHAM MA 02453 NONE PC OPERATING SUPPORT 8000 MUJERES UNIDAS AVANZANDO 54 CLAYTON STREET DORCHESTER MA 02122 NONE PC HEALTHCARE CAREERS FOR THE FUTURE 10000 NATIONAL BRAILLE PRESS INC 88 ST STEPHEN STREET BOSTON MA 02115 NONE PC HAND-ON! BOOKS FOR BLIND CHILDREN 10000 NEW ENGLAND CENTER FOR ARTS & TECHNOLOGY 23 BRADSTON STREET BOSTON MA 02118 NONE PC CULINARY ARTS JOB TRAINING PROGRAM 5000 NEW SCHOOL OF MUSIC INC 25 LOWELL STREET CAMBRIDGE MA 02138 NONE PC CULTURAL COLLAGE/COMMUNITY MUSIC OUTREACH PROGRAM 3000 OPEN DOOR 28 EMERSON AVENUE GLOUCESTER MA 01930 NONE PC HEALTHY NUTRITION FOR FAMILY WELLNESS 4000 PHOENIX CHARTER ACADEMY NETWORK 175 HAWTHORNE STREET CHELSEA MA 02150 NONE PC COLLEGE AND CAREER PATHWAYS IN THE HEALTHCARE FIELD 10000 PROSPECT HILL ACADEMY CHARTER SCHOOL 50 ESSEX STREET CAMBRIDGE MA 02139 NONE PC COLLEGE ACCESS AND PERSISTENCE 10000 RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 NONE PC ART-BASED EMPLOYMENT PROGRAM FOR TEENS 5000 STRONG WOMAN STRONG GIRLS INC 555 AMORY STREET SUITE 3R-3 JAMAICA PLAIN MA 02130 NONE PC BASED MENTORING PROGRAM 3000 STUDENT U 600 EAST UMSTEAD STREET DURHAM NC 27701 NONE PC INTERGENERATIONAL APPROACH TO WORKFORCE DEVELOPMENT AND ECONOMIC MOBILITY 15000 THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER INC PO BOX 127 BOSTON MA 02127 NONE PC GREEN AMBASSADORS 3000 TUTORING PLUS OF CAMBRIDE INC 225 WINDSOR STREET CAMBRIDGE MA 02139 NONE PC FOR COMMUNITY ENGAGEMENT 10000 UTEC INC PO BOX 7066 LOWELL MA 01852 NONE PC WORKFORCE DEVELOPMENT FOR PROVEN-RISK YOUTH ADULTS 13000 BREAKTHROUGH GREATER BOSTON PO BOX 381486 CAMBRIDGE MA 02238 NONE PC GEOGRAPHIC & PROGRAMMATIC EXPANSION 20000 CAMBRIDGE COMMUNITY CENTER 5 CALLENDER STREET CAMBRIDGE MA 02139 NONE PC STRENGTHENING FAMILIES TOGETHER PROJECT 5000 FOUND IN TRANSLATION 1532B DORCHESTER AVENUE DORCHESTER MA 02122 NONE PC LANGUAGE ACCESS FELLOWSHIP, GENERAL OPERATING 5000 NOTRE DAME EDUCATION CENTER LAWRENCE 354 MERRIMACK STREET SUITE 210 LAWRENCE MA 01843 NONE PC EXPANDING NDEC NURSING ASSISTANT PROGRAM 5000 ROOT NS INC 35 CONGRESS STREET SUITE 2350 SALEM MA 01970 NONE PC YOUTH CULINARY TRAINING PROGRAM 5000 323500 0 14 66 14 55408 18 587767 0 643241 0 643241 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE TRUST LLC - ACCOUNTING FEES 2963 2963 0 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.THE TRUSTEES FEES NOTED ALSO INCLUDES AN INVESTMENT ADVISORYCOMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENTASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ONFAIR MARKET VALUE. 1,830 DANAHER CORP SHS BEN INT 58011 482791 1,200 STRYKER CORP 3844 281400 2,625 FISERV INC 33354 262972 1,645 MASTERCARD INC 37272 588696 2,225 TJX COMPANIES INC 27602 141443 2,040 EOG RESOURCES 127668 279398 810 INTUIT 37959 335713 1,200 VISA INC 28416 254604 1,530 CHURCH & DWIGHT CO 38795 137792 960 BERKSHIRE HATHAWAY INC B 140083 303341 670 WEX INC 58277 114088 1,060 AMERICAN TOWER CORP 101669 271498 110 ALPHABET INC CLASS C 23639 250886 93 ALPHABET INC CLASS A 19931 211597 720 PAYCOM SOFTWARE INC 29595 204725 1,930 MICROSOFT CORP 186264 524709 215 ABIOMED INC 60712 56695 520 CONSTELLATION BRANDS CL A 98876 127644 990 META PLATFORM 179711 191703 565 HOME DEPOT INC 114122 171054 495 MSCI INC 86625 218963 725 UNION PACIFIC 120644 159341 450 ADOBE SYSTEMS INC 118766 187416 53 AMAZON.COM 110146 127422 710 WALT DISNEY PRODUCTIONS 100319 78412 305 IQVIA HOLDINGS INC 50255 65651 1,075 PAYPAL HOLDINGS INC 301822 91601 210 REGENERON PHARMACY 100982 139595 465 THERMO FISHER SCIENTIFIC 249310 263920 735 NXP SEMICONDUCTORS 100094 139474 140 ALIGN TECHNOLOGY 51369 38870 75 SERVICENOW INC 49170 35060 COMM OF MA FORM PC ANNUAL REPORT FILING FEE 35 0 35 PROBATE FEES 61 & 62 FOR 2021 750 0 750 LWC FIDUCIARY ADVISORS 21621 21621 0 ESTIMATES EXCISE TAX 2022 2820 0 0 FOREIGN TAX 279 279 0