2015-11-09T15:04:42-06:00 2014-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2014-01-01 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 2015-10-30 1 RONALD IZZO P00048280 6175236531 2014 2016-03-07 17:11:31Z X 6080067 X X 1545 1545 122551 122551 -64362 402166 0 1636 0 61370 124096 0 0 0 6447 6447 0 39431 36181 3250 7313 5713 0 3211 3119 70 56402 51460 3320 194000 194000 250402 51460 197320 -189032 72636 169 359 359 1125000 93000 93000 1028671 1997941 1998575 2958512 2844303 3901843 33974 41826 86290 5146326 4977429 6080067 0 0 X 5277844 5297979 0 0 -131518 -320550 5146326 4977429 5146326 4977429 5146326 -189032 20135 4977429 0 4977429 PUBLICALLY TRADED SECURITIES P 402166 464690 -62524 -62524 BUCKEYE PARTNERS LP 1231 LOSS P 1838 -1838 -1838 -64362 0 256486 5791932 0.044283 219820 5528430 0.039762 249795 5478509 0.045595 164270 5305206 0.030964 211500 4699659 0.045003 0.205607 0.041121 6080780 250048 726 250774 197320 1453 0 1453 0 1453 1600 400 2000 X 547 547 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 5938454 234927 0 6173381 0 0 6173381 92601 6080780 304039 304039 1453 1453 302586 0 302586 0 302586 197320 0 197320 0 197320 302586 167494 0 0 197320 167494 0 0 29826 0 0 0 0 0 0 0 0 272760 0 0 0 STEVE WALSKE 223 SPRUCE STREET SAN FRANCISCO CA 94118 4156242228 NO SPECIAL FORM N/A N/A HAMLIN SCHOOL 2120 BROADWAY STREET SAN FRANCISCO CA 94115 NONE PC ANNUAL FUND 15000 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 GENERAL 5000 ROOM TO READ 111 SUTTER ST 16TH FLR SAN FRANCISCO CA 94104 NONE PC GENERAL 10500 SAN FRANCISCO BALLET ASSOCIATION 455 FRANKLIN ST SAN FRANCISCO CA 94102 NONE PC OPENING NIGHT GALA 2015 60000 UC BERKELEY 2220 PIEDMONT AVENUE BERKELEY CA 94720 NONE PC GLOBAL SOCIAL VENTURE COMPETITION, PRIYA HAJI EVENT, PRIYA HAJI MEMORIAL FUND 16000 UNIV OF CA SAN FRANCISCO SCHOOL OF MEDICINE BOX 0248 SAN FRANCISCO CA 941430248 NONE PC UCSF MEDICAL CENTER AT MISSION BAY 50000 NORTHSTAR TEAM FOUNDATION 11260 DONNER PASS ROAD C1 103 TRUCKEE CA 96161 NONE PC GENERAL 5000 UNIVERSITY OF SAN FRANCISCO 2130 FULTON STREET SAN FRANCISCO CA 94117 NONE PC SCHOOL OF MANAGEMENT AT USF 2500 FAIR TRADE USA 1500 BROADWAY SUITE 400 OAKLAND CA 94612 NONE PC FAIR TRADE SKOLL CHALLENGE 10000 FINE ARTS MUSEUM OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 NONE PC GENERAL 10000 194000 0 14 1545 14 122551 18 -64362 2013 FED EXCISE TAX REFUND 01 2136 ORDINARY BUSINESS LOSS FROM PARTNERSHIP 01 -500 0 61370 0 61370 0 0 0 0 0 0 0 0 0 0 LORING, WOLCOTT & COOLIDGE TRUST LLC 6447 6447 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 231300 2,450 AT&T INC 60170 82295 1,775 ABBOTT LABORATORIES 38497 79910 800 AIR PRODUCTS & CHEMICALS INC 72291 115384 1,625 AUTOMATIC DATA PROCESSING 53004 135476 2,700 COCA COLA CO 69536 113994 1550 COLGATE PALMOLIVE CO 49661 107244 725 ECOLAB INC 37795 75777 1,775 EMERSON ELECTRIC CO 91254 109571 600 EXXON MOBILE CORP 50928 55470 900 LILLY (ELI) & CO 29574 62091 1,925 LINEAR TECHNOLOGY 50192 87780 800 MCDONALDS CORP 0 0 2,225 PAYCHEX INC 60056 102728 1,500 STRYKER CORP 100393 141495 3,125 SYSCO CORP 80601 124031 1,025 UNITED TECHNOLOGIES 74276 117875 3,050 ABB LTD 0 0 1,100 ENERPLUS CORP 0 0 1,462 NESTLE SA SPONS ADR 65004 107334 2,025 PENN WEST PETROLEUM LTD 0 0 2,666 PEMBINA PIPLINE CORP 49246 97069 2,150 JARDINE MATHESON HOLDINGS LTD 72563 131043 1,750 RECKITT BENCKISER GROUP 88531 142165 2,675 STANDARD CHARTERED PLC 0 0 2,275 HEINEKEN HOLDINGS NV 115976 142957 2,200 CSL LIMITED 70809 156056 8,250 AMBEV(COMPANHIA DE BEBIDAS)ADR 40987 51315 9,400 DAIRY FARM INTL HOLDINGS LTS 68614 84600 7,575 COCA COLA AMATIL 92083 57775 2,150 WOOLWORTHS LIMITED 47454 53980 600 OCCIDENTAL PETROLEUM CORP 47195 48366 1,950 ENCANA CORP 0 0 1,375 NOVARTIS AG ADR 80295 127408 2,675 TELEFONICA S A ADR 59867 38012 3,475 UNILEVER PLC SPONSORED ADR 110335 140668 804 VODAFONE GROUP 40358 27473 2,950 BIDVEST GROUP LTD 69755 77489 2,275 HEALTHCARE SERVICES GROUP INC 50381 70366 4,050 INTEL CORP 0 0 2,300 ROCHE HOLDINGS LTD SPONS ADR 49830 78092 2,240 MEREDITH CORP 99929 121677 1,400 SABMILLER PLC 70083 73369 370 AMERICAN TOWER CORP 35607 36574 541 CDK GLOBAL INC 7520 22051 240 CALIFORNIA RESOURCE CORP 1705 1322 600 CONOCOPHILLIPS INC 50418 41436 450 EOG RESOURCES 40657 41431 635 INTUIT 50208 58541 1,410 JOHNSON CONTROLS INC 70192 68159 387 VERIZON COMMUNICATIONS 18079 18104 875 ARM JOLDINGS PLC SPONS ADR 35153 40513 1,750 INDIVIOR PLC 2241 4077 1997941 1998575 0 0 950 BUCKEYE PARTNERS L P AT COST 27413 71877 BRIDGES VENTURES US SUSTAINABLE GRWTH FD LP AT COST 14413 14413 AGENT FEE 282 282 0 MASS PC ANNUAL FILING 70 0 70 BUCKEYE PARTNERS LP NON DEDUCTIBLE 22 0 0 BUCKEYE PARTNERS LP DEDUCTIBLE 2 2 0 BRIDGES VENTURES US SUSTAINABLE GRTH FUND LP 2835 2835 0 2013 FED EXCISE TAX REFUND 2136 2136 ORDINARY BUSINESS LOSS FROM PARTNERSHIP -500 -500 OTHER INCREASES 20135 LWC FIDUCIARY ADVISORS 36181 36181 0 LORING, WOLCOTT & COOLIDGE TRUST TAX PREP FEE 3250 0 3250 FEDERAL ESTIMATES EXCISE TAX 2014 800 0 0 FEDERAL EXCISE TAX 2013 OP APPLIED 2014 800 0 0 FOREIGN TAXES 5713 5713 0 FEDERAL EXCISE TAX EXT 12/31/13 0 0 0