2022-11-01T13:27:50-05:00 2021-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2021-01-01 046818329 WALSKE CHARITABLE FOUNDATION STEVEN C WALSKE ET AL TRUSTEES WALS 6175236531 LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 STEVEN C WALSKE TRUSTEE 6175236531 2022-10-25 1 STEVEN WALSKE 999009999 RONALD IZZO P00048280 6175236531 2022-10-25 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 8424993 X X 6424 5377 109866 110055 258778 258778 375068 374210 0 0 0 5732 5732 0 52095 49245 2850 1987 1487 0 140 70 70 59954 56534 2920 360000 360000 419954 56534 362920 -44886 317676 834 411 411 561000 802000 802000 499333 199880 199996 2978238 2990341 7198547 292546 294433 224039 4331951 4287065 8424993 0 0 X 5463134 5463134 0 0 -1131183 -1176069 4331951 4287065 4331951 4287065 4331951 -44886 0 4287065 0 4287065 PUBLICLY TRADED SECURITIES 258778 258778 BRIDGES VENTURES US SUSTAINABLE P 0 0 258778 4416 0 4416 0 4416 1453 0 5200 0 6653 X 0 2237 2237 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 TRUST LL 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 STEVEN C WALSKE 1251 LAGO VISTA DRIVE BEVERLY HILLS CA 90210 TRUSTEE 1.00 0 0 0 JENNIFER M WALSKE 1251 LAGO VISTA DRIVE BEVERLY HILLS CA 90210 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 7452097 401239 0 7853336 0 0 7853336 117800 7735536 386777 386777 4416 4416 382361 0 382361 0 382361 362920 0 362920 382361 323375 0 0 362920 323375 0 0 39545 0 0 0 0 0 0 0 0 342816 0 0 0 STEVE WALSKE 1251 LAGO VISTA DRIVE BEVERLY HILLS CA 90210 4156242228 NO SPECIAL FORM N/A N/A BOSTON BALLET INC 19 CLARENDON STREET BOSTON MA 02116 NONE PC ANNUAL GIFT 5000 FINE ARTS MUSEUM OF SF DEYOUNG MUSEUM 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 NONE PC GENERAL 10000 HARVARD-WESTLAKE SCHOOL 700 NORTH FARING ROAD LOS ANGELES CA 90077 NONE PC ANNUAL FUND & GENERAL 40000 ISABELLA STEWART GARDNER MUSEUM 25 EVANS WAY BOSTON MA 02115 NONE PC ANNUAL FUND 5000 MARTIS CAMP COMMUNITY FOUNDATION 7951 FLEUR DU LAC DRIVE TRUCKEE CA 96161 NONE PC GENERAL 30000 PRINCETON UNIVERSITY PO BOX 5357 PRINCETON NJ 085435357 NONE PC ANNUAL FUND 5000 SAN FRANCISCO BALLET 455 FRANKLIN STREET SAN FRANCISCO CA 94102 NONE PC GENERAL 50000 THE MUSIC CENTER OF LA COUNTY 135 N GRAND AVENUE LOS ANGELES CA 90012 NONE PC GENERAL 50000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVE STE 401 BERKELEY CA 94704 NONE PC GENERAL 25000 UCSF FOUNDATION 1975 4TH STREET SAN FRANCISCO CA 94158 NONE PC BENIOFF CHILDREN'S HOSPITALS 50000 BOSTON UNIVERSITY SCHOOL OF MANAGEMENT 595 COMMONWEALTH AVE BOSTON MA 02215 NONE PC GENERAL 25000 WOMEN FOUNDERS NETWORK 741 ILIFF ST PACIFIC PALISADES CA 90272 NONE PC GENERAL 10000 BRIDGES IMPACT FOUNDATION 21 W 46TH STREET NEW YORK NY 10036 NONE PC GENERAL 50000 THE MAX WARBURG COURAGE CURRICULUM 263 HUNTINGTON AVE BOSTON MA 02115 NONE PC GENERAL 5000 360000 0 14 6424 14 109866 18 258778 0 375068 0 375068 0 0 0 0 0 0 0 0 0 0 LORING, WOLCOTT & COOLIDGE TRUST LLC 5732 5732 0 OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS-COMPENSATION & HRS SPENT 990PF PART VIII 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. 2,355 ABBOTT LABORATORIES 63976 331443 800 AIR PRODUCTS & CHEMICALS INC 66378 243408 1,350 AUTOMATIC DATA PROCESSING 43796 332883 2,700 COCA COLA CO 69536 159867 725 ECOLAB INC 37796 170078 900 LILLY (ELI) & CO 29574 248598 2,225 PAYCHEX INC 60056 303713 1,500 STRYKER CORP 100393 401130 3,125 SYSCO CORP 80601 245469 2,666 PEMBINA PIPLINE CORP 49246 80860 1,895 HEINEKEN HOLDINGS NV 95988 176610 1,050 AMERICAN TOWER CORP 101095 307125 825 EOG RESOURCES 80853 73285 635 INTUIT 50208 408445 1,865 MICROSOFT 100223 627237 1,650 BRISTOL-MYERS SQUIBB CO 100495 102876 1,755 WALT DISNEY PRODUCTIONS 190572 271832 1,805 STARBUCKS CORP 100389 211131 1,230 DANAHER CORP 99914 404682 1,140 NIKE INC 69871 190004 700 WATSCO INC 100387 219016 690 ANALOG DEVICES CORP 69894 121281 660 CHEVRON CORP 80121 77451 610 HOME DEPOT INC 110762 253156 780 HONEYWELL INTL INC COM 108949 162638 290 ROPER INDUSTRIES INC 99864 142639 340 THE HERSHEY COMPANY 49920 65780 1,255 MERCK & CO INC 94488 96183 475 AMGEN INC 100470 106861 1,110 CHURCH & DWIGHT CO 100178 113775 1,900 HANNON ARMSTRONG SUSTAINABLE INFRSTR CAP INC 100187 100928 605 JOHNSON & JOHNSON 100582 103497 1,375 NEXTERA ENERGY INC 100315 128370 135 NVIDIA CORP 40506 39705 205 THERMO FISHER SCIENTIFIC INC 100960 136784 50 ASM LITHOGRAPHY HLDG N V 41798 39807 199880 199996 0 0 BRIDGES VENTURES US SUSTAINABLE GRWTH FD LP AT COST 294433 224039 AGENT FEE 70 70 0 MASS PC ANNUAL FILING 70 0 70 LWC FIDUCIARY ADVISORS 49245 49245 0 LORING, WOLCOTT & COOLIDGE TRUST TAX PREP FEE 2850 0 2850 FEDERAL EXCISE TAX PAID 2020 ESTIMATED TAX FOR EXT 500 0 0 FOREIGN TAXES 1481 1481 0 US 2020 UBIT TAX 6 6 0