2020-11-10T10:27:42-06:00 2019-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2019-01-01 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 2020-11-03 1 RONALD IZZO P00048280 6175236531 2020-11-03 69.46.226.178 2020-11-03 13:50:34 ES P 0E456F08100376778D19F9307399A058B84CE981 0E456F08100376778D19F9307399A058B84CE981 2019 2021-04-22 16:20:28Z X 7037457 X X 19657 9094 119015 118836 134494 134494 273166 262424 0 0 0 6868 6868 0 37628 37628 0 4837 4655 0 134 64 70 49467 49215 70 315000 315000 364467 49215 315070 -91301 213209 6184 13481 13481 205000 363000 363000 984690 999299 1004729 3194867 2961025 5491095 219207 248195 165152 4609948 4585000 7037457 0 0 X 5409223 5475576 0 0 -799275 -890576 4609948 4585000 4609948 4585000 4609948 -91301 66353 4585000 0 4585000 PUBLICLY TRADED SECURITIES P 146448 146448 BUCKEYE PARTNERS LP P -3213 -3213 BUCKEYE PARTNERS LP-LIQUIDATION P -8741 -8741 134494 0 296186 6216706 0.047644 258670 6082450 0.042527 300240 5711645 0.052566 292118 5831572 0.050092 197320 6080780 0.032450 0.225279 0.045056 6714107 302511 2132 304643 315070 X 2132 0 2132 0 2132 2000 1500 0 3500 X 0 1368 1368 0 0 0 0 0 0 0 0 0 1 1 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 111 HILL DRIVE KENTFIELD CA 94904 TRUSTEE 1.00 0 0 0 JENNIFER M WALSKE 111 HILL DRIVE KENTFIELD CA 94904 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 6570913 245439 0 6816352 0 0 6816352 102245 6714107 335705 335705 2132 75 2207 333498 0 333498 0 333498 315070 0 315070 2132 312938 333498 302838 0 0 315070 302838 0 0 12232 0 0 0 0 0 0 0 0 321266 0 0 0 STEVE WALSKE 111 HILL DRIVE KENTFIELD CA 94904 4156242228 NO SPECIAL FORM N/A N/A BOSTON BALLET INC 19 CLARENDON STREET BOSTON MA 02116 NONE PC GENERAL 5000 FINE ARTS MUSEUM OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 NONE PC GENERAL 10000 HAMLIN SCHOOL 2120 BROADWAY STREET SAN FRANCISCO CA 94115 NONE PC CAPITAL CAMPAIGN AND ANNUAL FUND 5000 HARVARD-WESTLAKE SCHOOL 700 NORTH FARING ROAD LOS ANGELES CA 90077 NONE PC ANNUAL FUND & GENERAL 90000 NET IMPACT 150 SPEAR ST STE 500 SAN FRANCISCO CA 94105 NONE PC GENERAL 25000 PRINCETON UNIVERSITY PO BOX 5357 PRINCETON NJ 085435357 NONE PC ANNUAL FUND 5000 WOMEN FOUNDERS EDUCATION FOUNDATION 741 ILIFF STREET PACIFIC PALISADES CA 90272 NONE PC 2019 PITCH COMPETITION 10000 BRIDGES IMPACT FOUNDATION 505 EIGHTH AVENUE NEW YORK NY 10018 NONE PC THE MIINT PROJECT 50000 THE UCLA FOUNDATION 220 WESTWOOD PLAZA LOS ANGELES CA 90095 NONE PC GENERAL 35000 THE WALLIS ANNENBERG CENTER FOR THE PERFORMING ARTS 9390 N SANTA MONICA BLVD BEVERLY HILLS CA 90210 NONE PC GENERAL 10000 SAN FRANCISCO BALLET 455 FRANKLIN STREET SAN FRANCISCO CA 94102 NONE PC GENERAL 15000 ISABELLA STEWART GARDNER MUSEUM 25 EVANS WAY BOSTON MA 02115 NONE PC ANNUAL FUND 5000 THE MUSIC CENTER OF LA COUNTY 135 N GRAND AVENUE LOS ANGELES CA 90012 NONE PC ANNUAL FUND 5000 MARTIS CAMP COMMUNITY FOUNDATION 7951 FLEUR DU LAC DRIVE TRUCKEE CA 96161 NONE PC GENERAL 5000 BEVERLY HILL PRESBYTERIAN CHURCH 505 N RODEO DRIVE BEVERLY HILLS CA 90210 NONE PC GENERAL 10000 LOS ANGELES PHILHARMONIC ASSOCIATION 151 SOUTH GRAND AVENUE LOS ANGELES CA 90012 NONE PC GENERAL 10000 LOS ANGELES COUNTY MUSEUM OF ART 5905 WILSHIRE BOULEVARD LOS ANGELES CA 90036 NONE PC CURATORS CIRCLE 10000 THE J PAUL GETTY TRUST 1200 GETTY CENTER DRIVE LOS ANGELES CA 90049 NONE PC GENERAL 10000 315000 0 14 19657 14 119015 18 134494 0 273166 0 273166 0 0 0 0 0 0 0 0 0 0 LORING, WOLCOTT & COOLIDGE TRUST LLC 6868 6868 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. 9,000 HSBC HODINGS PLC 6.2 225000 241920 2,355 ABBOTT LABORATORIES 63976 204555 800 AIR PRODUCTS & CHEMICALS INC 66378 187992 1,350 AUTOMATIC DATA PROCESSING 43796 230175 2,700 COCA COLA CO 69536 149445 725 ECOLAB INC 37796 139918 900 LILLY (ELI) & CO 29574 118287 2,225 PAYCHEX INC 60056 189259 1,500 STRYKER CORP 100393 314910 3,125 SYSCO CORP 80601 267313 1,025 UNITED TECHNOLOGIES 74276 153504 2,666 PEMBINA PIPLINE CORP 49246 98802 1,895 HEINEKEN HOLDINGS NV 95988 183784 3,475 UNILEVER PLC SPONSORED ADR 110335 198666 1,050 AMERICAN TOWER CORP 101095 241311 825 EOG RESOURCES 80853 69102 635 INTUIT 50208 166326 1,375 JACK HENRY & ASSOCIATES INC 100465 200296 1,865 MICROSOFT 100223 294111 1,650 BRISTOL-MYERS SQUIBB CO 100495 105914 1,755 WALT DISNEY PRODUCTIONS 190572 253826 1,805 STARBUCKS CORP 100389 158696 1,230 DANAHER CORP 99914 188780 1,140 NIKE INC 69871 115493 700 WATSCO INC 100387 126105 690 ANALOG DEVICES CORP 69895 82000 820 BECTON DICKINSON 189964 223015 660 CHEVRON CORP 80121 79537 610 HOME DEPOT INC 110762 133212 780 HONEYWELL INTL INC COM 108949 138060 640 WEX INC 100047 134054 290 ROPER INDUSTRIES INC 99864 102727 999299 1004729 0 0 BRIDGES VENTURES US SUSTAINABLE GRWTH FD LP AT COST 248195 165152 AGENT FEE 64 64 0 MASS PC ANNUAL FILING 70 0 70 OTHER INCREASES-BRIDGES VENTURES LP 66353 LWC FIDUCIARY ADVISORS 37628 37628 0 LORING, WOLCOTT & COOLIDGE TRUST TAX PREP FEE 0 0 0 FEDERAL EXCISE TAX PAID FOR Q4 2019 ESTIMATED TAX 182 0 0 FOREIGN TAXES 4620 4620 0 MA 2018 UBIT TAX 35 35 0