2020-08-19T08:23:58-05:00 2020-05-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2019-06-01 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 2020-08-05 1 MARY JEAN MOUGHAN P00133963 6175236531 2019 2022-09-23 18:48:47Z X 6223254 X X 4320 4162 56900 56900 299415 1012939 299415 360635 360477 23260 5424 17836 2672 2672 0 3614 3614 0 18344 16844 1500 15514 63 0 1535 0 1535 64939 28617 20871 245500 245500 310439 28617 266371 50196 331860 917 851 850 99000 383000 383000 89873 0 0 2614867 2471002 5839404 2804657 2854853 6223254 0 0 X 2803660 2854462 0 0 997 391 2804657 2854853 2804657 2854853 2804657 50196 0 2854853 0 2854853 PUBLIC TRADED SECURITIES P 1012939 713524 299415 299415 299415 0 247939 5519281 0.044922 218255 5012760 0.043540 210159 4463087 0.047088 209755 4261508 0.049221 197144 4294181 0.045910 0.230681 0.046136 6052687 279247 3319 282566 266371 6637 0 6637 0 6637 8940 0 0 8940 X 0 2303 2303 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 7748 0 0 PAUL PARRAVANO MIT GOVT RELATIONS RM 11-245 77 MASS AVE CAMBRIDGE MA 02139 TRUSTEE 1.00 7756 0 0 ANDREW CUMMINGS 1108 SHEPHERD ST DURHAM NC 27707 TRUSTEE 1.00 7756 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 5823649 321211 0 6144860 0 0 6144860 92173 6052687 302634 302634 6637 6637 295997 0 295997 0 295997 266371 0 266371 0 266371 295997 244958 0 0 266371 244958 0 0 21413 0 0 0 0 0 0 0 0 274584 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. 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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 368208 1,200 STRYKER CORP 3844 234876 3,080 FISERV INC 39136 328852 1,800 MASTERCARD INC 40784 541602 4,660 TJX COMPANIES INC 58683 245862 2,040 EOG RESOURCES 127668 103979 905 INTUIT 42411 262740 1,415 VISA INC 33508 276265 2,205 CHURCH & DWIGHT CO 55910 165529 960 BERKSHIRE HATHAWAY INC B 140083 178157 670 WEX INC 58277 99214 1,245 AMERICAN TOWER CORP 119882 321422 875 ECOLAB INC 100622 186008 110 ALPHABET INC CLASS C 23639 157181 110 ALPHABET INC CLASS A 23706 157687 920 NIKE INC CL B 50264 90694 1,060 PAYCOM SOFTWARE INC 43571 315064 1,930 MICROSOFT CORP 186264 353673 215 ABIOMED INC 60712 48139 820 BECTON DICKINSON 200676 202483 520 CONSTELLATION BRANDS CL A 98876 89804 990 FACEBOOK INC 179711 222839 690 HOME DEPOT INC 140482 171451 575 MSCI INC 100625 189089 725 UNION PACIFIC 120643 123149 450 ADOBE SYSTEMS INC 118766 173970 42 AMAZON.COM 80405 102580 710 WALT DISNEY PRODUCTIONS 100319 83283 305 IQVIA HOLDINGS INC 50256 45604 WORDEN & SLADE LLP 2672 2672 0 COMM OF MA FORM PC ANNUAL REPORT FILING FEE 35 0 35 PROBATE FEES 61 & 62 FOR 2018 & 2019 1500 0 1500 LWC FIDUCIARY ADVISORS 16844 16844 0 LORING WOLCOTT & COOLIDGE TRUST LLC - TAX PREP FEE 1500 0 1500 FEDERAL EXCISE TAX BAL DUE 2019 6511 0 0 ESTIMATES EXCISE TAX 2020 8940 0 0 FOREIGN TAX 63 63 0