2021-08-17T10:29:29-05:00 2021-05-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2020-06-01 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 2021-07-13 1 C-F DAVID BOIT 999009999 BETHANY A KELLY P02165556 6175236531 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 7710298 X X 114 86 42850 42850 253601 413729 253601 296565 296537 27852 6495 21357 2494 2494 0 21569 20169 1400 2415 103 0 785 0 785 55115 29261 23542 275000 275000 330115 29261 298542 -33550 267276 851 986 986 383000 78000 78000 2471002 2742317 7631312 2854853 2821303 7710298 0 0 X 2854462 3060041 0 0 391 -238738 2854853 2821303 2854853 2821303 2854853 -33550 0 2821303 0 2821303 PUBLIC TRADED SECURITIES P 413729 160128 253601 253601 253601 3715 0 3715 0 3715 4615 0 0 0 4615 X 0 900 900 0 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 9278 0 0 PAUL PARRAVANO MIT GOVT RELATIONS RM 11-245 77 MASS AVE CAMBRIDGE MA 02139 TRUSTEE 1.00 9287 0 0 ANDREW CUMMINGS 1108 SHEPHERD ST DURHAM NC 27707 TRUSTEE 1.00 9287 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 6785496 340610 0 7126106 0 0 7126106 106892 7019214 350961 350961 3715 3715 347246 0 347246 0 347246 298542 0 298542 0 298542 347246 274584 0 0 298542 274584 0 0 23958 0 0 0 0 0 0 0 0 323288 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 7500 BLESSED STEPHEN BELLESINI OSA ACADEMYINC PO BOX 1021 LAWRENCE MA 01842 NONE PC AFTER SCHOOL AND EVENING STUDY PROGRAM 15000 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 18000 BUSINESS UNITED IN INVESTNG LENDING DEVELOPMENT 745 ATLANTIC AVENUE 8TH FL BOSTON MA 02111 NONE PC YOUTH ENTREPRENEURSHIP PROGRAM 2000 COMMUNITY ART CENTER INC 119 WINDSOR STREET CAMBRIDGE MA 02139 NONE PC TEEN PROGRAM 5000 DISMAS HOUSE OF MASSACHUSETTS PO BOX 30125 30 RICHARDS STREET WORCESTER MA 01603 NONE PC FARM STEWARSHIP 3000 ENGLISH FOR NEW BOSTONIANS 105 CHAUNCY STREET 7TH FL BOSTON MA 02111 NONE PC ESOL FOR PARENTS AND CAREGIVERS 13000 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 7000 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 3000 INNOVATORS FOR PURPOSE 825 MAIN STREET ACTON MA 01720 NONE PC CREATIVE DOESS STUDIO & EXPERIENTIAL STEAM LEARNING 2000 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 15000 LA VIDA INC 120 MUNROE STREET LYNN MA 10901 NONE PC EXPANDING EQUITY IN HIGHER EDUCATION FOR LYNN, MA 6000 MORE THAN WORDS 56 FELTON STREET WALTHAM MA 02453 NONE PC OPERATING SUPPORT 5000 MUJERES UNIDAS AVANZANDO 54 CLAYTON STREET DORCHESTER MA 02122 NONE PC HEALTHCARE CAREERS FOR THE FUTURE 10000 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 3000 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 3000 SECOND CHANCE CARS 1211 MAIN STREET CONCORD MA 01742 NONE PC GENERAL 5000 STRONG WOMAN STRONG GIRLS INC 555 AMORY STREET SUITE 3R-3 JAMAICA PLAIN MA 02130 NONE PC BASED MENTORING PROGRAM 2000 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 8000 NATIONAL BRAILLE PRESS INC 88 ST STEPHEN STREET BOSTON MA 02115 NONE PC HAND-ON! 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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. 2,210 DANAHER CORP SHS BEN INT 71279 566069 1,200 STRYKER CORP 3844 306324 3,080 FISERV INC 39136 354816 1,800 MASTERCARD INC 40784 649044 2,920 TJX COMPANIES INC 36224 197217 2,040 EOG RESOURCES 127668 163894 905 INTUIT 42411 397376 1,415 VISA INC 33508 321630 2,205 CHURCH & DWIGHT CO 55910 189035 960 BERKSHIRE HATHAWAY INC B 140083 277862 670 WEX INC 58277 131260 1,245 AMERICAN TOWER CORP 119882 318048 110 ALPHABET INC CLASS C 23639 265272 110 ALPHABET INC CLASS A 23706 259254 920 NIKE INC CL B 50264 125543 800 PAYCOM SOFTWARE INC 32884 263680 1,930 MICROSOFT CORP 186264 481882 215 ABIOMED INC 60712 61185 820 BECTON DICKINSON 200676 198350 520 CONSTELLATION BRANDS CL A 98876 124654 990 FACEBOOK INC 179711 325443 565 HOME DEPOT INC 114122 180184 575 MSCI INC 100625 269175 725 UNION PACIFIC 120644 162929 450 ADOBE SYSTEMS INC 118766 227061 53 AMAZON.COM 110146 170823 710 WALT DISNEY PRODUCTIONS 100319 126842 305 IQVIA HOLDINGS INC 50255 73249 340 PAYPAL HOLDINGS INC 100794 88407 210 REGENERON PHARMACY 100982 105510 200 THERMO FISHER SCIENTIFIC 99832 93900 735 NXP SEMICONDUCTORS 100094 155394 COMM OF MA FORM PC ANNUAL REPORT FILING FEE 35 0 35 PROBATE FEES 61 & 62 FOR 2020 750 0 750 LWC FIDUCIARY ADVISORS 20169 20169 0 LORING WOLCOTT & COOLIDGE TRUST LLC - TAX PREP FEE 1400 0 1400 ESTIMATES EXCISE TAX 2021 2312 0 0 FOREIGN TAX 103 103 0