2015-01-12T14:08:37-06:00 2014-05-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2013-06-01 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 2015-01-12 1 MARY-JEAN MOUGHAN P00133963 6175236531 2013 2016-03-07 17:11:31Z X 4229030 X X 57 54 64575 64440 151453 510512 125802 216085 190296 17180 4007 13173 3570 3570 0 14639 12439 2200 8453 3474 0 821 36 785 44663 23526 16158 153000 153000 197663 23526 169158 18422 166770 516 173 173 84000 49000 49000 2264252 2317832 4088978 90944 91129 90879 2439712 2458134 4229030 0 0 X 2523584 2554641 0 0 -83872 -96507 2439712 2458134 2439712 2458134 2439712 18422 0 2458134 0 2458134 PUBLIC TRADED SECURITIES P 510327 384710 125617 125617 CAPITAL GAINS DIVIDENDS P 185 185 185 125802 0 157457 3457616 0.045539 153133 3177634 0.048191 146351 3168013 0.046196 141308 2955412 0.047813 196796 2821852 0.069740 0.257479 0.051496 3984312 205176 1668 206844 169158 3335 0 3335 0 3335 4080 4080 X 745 745 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 C-F DAVID BOIT 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 5724 0 0 CHARLES K CUMMINGS III 1625 WEST SOUTH STREET KALAMAZOO MI 49006 TRUSTEE 1.00 5728 0 0 PAUL PARRAVANO MIT GOVT RELATIONS RM 11-245 77 MASS AVE CAMBRIDGE MA 02139 TRUSTEE 1.00 5728 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 3912407 132580 0 4044987 0 0 4044987 60675 3984312 199216 199216 3335 3335 195881 0 195881 0 195881 169158 0 169158 0 169158 195881 152992 0 0 169158 152992 0 0 16166 0 0 0 0 0 0 0 0 179715 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 APPILCATION. 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. 8,430.34 VANGUARD SHORT-TERM INVESTMENT GRADE ADM 91129 90879 1,600 ABBOT LABORATORIES 20171 64016 1,905 COLGATE PALMOLIVE CO 12597 130302 2,500 DANAHER CORP SHS BEN INT 109996 196075 110 GOOGLE INC CL-A 23706 62882 110 GOOGLE INC CL-C 23706 61588 1,125 OCCIDENTAL PETROLEUM CORP 40388 112151 2,250 QUALCOMM INC 96852 181013 1,200 STRYKER CORP 3844 101388 1,550 UNITED TECHNOLOGIES 119109 180141 1,787 NESTLE SA SPONS ADR FOR REG 54485 140430 1,875 RECKITT BENCKISER GROUP PLC 85670 160396 1,825 STANDARD CHARTERED PLC 40878 41096 2,075 HEINEKEN HOLDING NV 89241 137071 2,775 FISERV INC 79164 166805 1,000 PRAXAIR INC 90133 132240 2,500 JARDINE MATHESON HOLDINGS LTD 73900 153750 2,865 MASTERCARD INC 65978 219029 3,350 TJX COMPANIES INC 86690 182408 3,675 DAIRY FARM INTL HOLDINGS LTS 30300 38551 2,200 COGNIZANT TECHNOLOGY SOLUTIONS CL A 69518 106942 2,200 EOG RESOURCES 112249 232760 1,775 INTUIT 91221 140740 1,440 LINEAR TECH CORP 48630 66470 525 VISA INC 49729 112786 2,000 CANADIAN NATIONAL RAILWAY 74768 121160 1,805 NOVO-NORDISK A/S ADR 40059 76315 2,050 UNILEVER PLC SPONSORED ADR 69945 92189 1,830 CHURCH & DWIGHT CO 92803 126691 1,775 SABMILLER PLC 80312 98578 645 BERKSHIRE HATHAWAY INC B 80357 82779 665 CELGENE CORPORATION 99777 101765 945 DISCOVERY COMMUNICATIONS-A 79862 72727 310 GRAINGER (WW) INC 79991 80095 710 WEX INC 61756 68366 13,885 UNIVERSAL ROBINA CORP 40047 47283 FILING FEE FOR PROBATE COURT 56TH 750 0 750 COMM OF MA FORM PC ANNUAL REPORT FILING FEE 35 0 35 AGENT FEE 36 36 0 LWC FIDUCIARY ADVISORS 12439 12439 0 LORING WOLCOTT & COOLIDGE TRUST LLC - TAX PREP FEES 2200 0 2200 FEDERAL EXCISE TAX BAL/EXT 5/31/13 899 0 0 FOREIGN TAX 3474 3474 0 ESTIMATED FEDERAL EXCISE TAX 5/31/2014 4080 0 0