2017-11-13T10:20:32-06:00 2016-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2016-01-01 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 2017-11-08 1 RONALD IZZO P00048280 6175236531 69.46.226.178 2017-11-08 09:13:23 ES P 58E36C1EF2C45DACB88189ECC7A871428622DCCE 58E36C1EF2C45DACB88189ECC7A871428622DCCE 2016 2017-02-10 21:41:12Z X 5772527 X X 4284 4518 111872 112757 221583 2326526 221583 -6030 0 331709 338858 0 0 0 5930 5930 0 37902 35302 2600 5358 4463 0 213 143 70 49403 45838 2670 300500 300500 349903 45838 303170 -18194 293020 81 221 221 64000 815000 815000 1776113 995145 997844 2784526 2783538 3863004 65312 78596 96458 4690032 4672500 5772527 0 0 X 5296433 5297095 0 0 -606401 -624595 4690032 4672500 4690032 4672500 4690032 -18194 662 4672500 0 4672500 PUBLICLY TRADED SECURITIES P 2326524 2104943 221581 221581 BUCKEYE PARTNERS LP P 2 2 2 221583 0 292118 5831572 0.050092 197320 6080780 0.032450 256486 5791932 0.044283 219820 5528430 0.039762 249795 5478509 0.045595 0.212182 0.042436 5711645 242379 2930 245309 303170 X 2930 0 2930 0 2930 878 3600 4478 X 1548 1548 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 STEVEN C WALSKE 223 SPRUCE STREET SAN FRANCISCO CA 94118 TRUSTEE 1.00 0 0 0 JENNIFER M WALSKE 223 SPRUCE STREET SAN FRANCISCO CA 94118 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 5469529 329095 0 5798624 0 0 5798624 86979 5711645 285582 285582 2930 2930 282652 0 282652 0 282652 303170 0 303170 2930 300240 282652 271017 0 0 303170 271017 0 0 32153 0 0 0 0 0 0 0 0 250499 0 0 0 STEVE WALSKE 223 SPRUCE STREET SAN FRANCISCO CA 94118 4156242228 NO SPECIAL FORM N/A N/A FAIR TRADE USA 1500 BROADWAY SUITE 400 OAKLAND CA 94612 NONE PC GENERAL 10000 FINE ARTS MUSEUM OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 NONE PC GENERAL 60000 HAMLIN SCHOOL 2120 BROADWAY STREET SAN FRANCISCO CA 94115 NONE PC CAPITAL CAMPAIGN AND ANNUAL FUND 70000 NET IMPACT 150 SPEAR ST STE 500 SAN FRANCISCO CA 94105 NONE PC GENERAL 10000 PRINCETON UNIVERSITY PO BOX 5357 PRINCETON NJ 085435357 NONE PC ANNUAL FUND 5000 ROOM TO READ 111 SUTTER ST 16TH FLR SAN FRANCISCO CA 94104 NONE PC GENERAL 10000 SAN FRANCISCO BALLET ASSOCIATION 455 FRANKLIN ST SAN FRANCISCO CA 94102 NONE PC ANNUAL FUND 68000 UC SAN FRANCISCO 2130 FULTON STREET SAN FRANCISCO CA 94117 NONE PC CAPITAL CAMPAIGN 10000 CA PACIFIC MEDICAL CENTER FOUNDATION 2015 STEINER ST SAN FRANCISCO CA 94115 NONE PC GENERAL 5000 THE BATTERY FOUNDATION 400 PACIFIC AVENUE SAN FRANCISCO CA 94133 NONE PC GENERAL 20000 SAN FRANCISCO SYMPHONY 201 VAN NESS AVENUE SAN FRANCISCO CA 94102 NONE PC GENERAL 32500 300500 0 14 4284 14 111872 18 221583 ORDINARY BUSINESS INCOME & EXPENSES FROM PARTNERSHIP 01 -6908 2015 FED EXCISE TAX REFUND 01 878 0 331709 0 331709 0 0 0 0 0 0 0 0 0 0 LORING, WOLCOTT & COOLIDGE TRUST LLC 5930 5930 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 226800 2,450 AT&T INC 60170 104199 2,355 ABBOTT LABORATORIES 63976 90456 800 AIR PRODUCTS & CHEMICALS INC 66378 115056 1,625 AUTOMATIC DATA PROCESSING 53004 167018 2,700 COCA COLA CO 69536 111942 1,550 COLGATE PALMOLIVE CO 49661 101432 725 ECOLAB INC 37796 84985 1,775 EMERSON ELECTRIC CO 91254 98956 600 EXXON MOBILE CORP 50928 54156 900 LILLY (ELI) & CO 29574 66195 2,225 PAYCHEX INC 60056 135458 1,500 STRYKER CORP 100393 179715 3,125 SYSCO CORP 80601 173031 1,025 UNITED TECHNOLOGIES 74276 112361 1,462 NESTLE SA SPONS ADR 65004 105081 2,666 PEMBINA PIPLINE CORP 49246 83499 2,150 JARDINE MATHESON HOLDINGS LTD 72563 118788 1,750 RECKITT BENCKISER GROUP 88531 148902 2,275 HEINEKEN HOLDINGS NV 115976 158707 8,250 AMBEV(COMPANHIA DE BEBIDAS)ADR 40987 40508 9,400 DAIRY FARM INTL HOLDINGS LTS 68614 67586 600 OCCIDENTAL PETROLEUM CORP 47117 42738 1,375 NOVARTIS AG ADR 80295 100155 3,475 UNILEVER PLC SPONSORED ADR 110335 141433 804 VODAFONE GROUP 40358 19642 2,275 HEALTHCARE SERVICES GROUP INC 50381 89112 2,300 ROCHE HOLDINGS LTD SPONS ADR 49830 65796 1,050 AMERICAN TOWER CORP 101095 110964 600 CONOCOPHILLIPS INC 50418 30084 450 EOG RESOURCES 40657 45495 635 INTUIT 50208 72777 1,178 JOHNSON CONTROLS INC 51185 48522 387 VERIZON COMMUNICATIONS 18079 20658 1,375 JACK HENRY & ASSOCIATES INC 100465 122073 1,865 MICROSOFT 100223 115891 1,370 ENBRIDGE INC 50151 57704 655 BRISTOL-MYERS SQUIBB CO 50287 38278 520 WALT DISNEY PRODUCTIONS 50179 54194 865 STARBUCKS CORP 50193 48025 400 VERSUM MATERIALS INC 5913 11228 117 ADIENT PLC 5451 6856 4,270 BID CORP LTD 67194 76548 995145 997844 0 0 950 BUCKEYE PARTNERS L P AT COST 19730 62852 BRIDGES VENTURES US SUSTAINABLE GRWTH FD LP AT COST 58866 33606 AGENT FEE 143 143 0 MASS PC ANNUAL FILING 70 0 70 ORDINARY BUSINESS INCOME & EXPENSES FROM PARTNERSHIP -6908 -6908 2015 FED EXCISE TAX REFUND 878 878 OTHER INCREASES 662 LWC FIDUCIARY ADVISORS 35302 35302 0 LORING, WOLCOTT & COOLIDGE TRUST TAX PREP FEE 2600 0 2600 FEDERAL EXCISE TAX 2015 OP APPLIED 2016 878 0 0 FOREIGN TAXES 4463 4463 0 MA 2015 UBIT TAX 17 0 0