2025-11-17T11:20:27-06:00 2024-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2024-01-01 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 2025-11-05 1 0 RONALD IZZO P00048280 6175236531 2025-11-04 2024 2025-03-06 01:10:19Z X 7719567 X X 76213 75030 113471 113298 160218 160218 349902 348546 0 0 0 9272 9272 0 50724 50724 0 6052 992 0 66048 60988 0 375000 375000 441048 60988 375000 -91146 287558 833 104 104 85000 235000 235000 958108 686127 688305 2693349 2838720 6773137 304894 191087 23021 4042184 3951038 7719567 0 0 X 5463134 5463134 0 0 -1420950 -1512096 4042184 3951038 4042184 3951038 4042184 -91146 0 3951038 0 3951038 PUBLICLY TRADED SECURITIES 160218 160218 160218 3997 0 3997 0 3997 3713 0 1500 0 5213 X 18 1198 1198 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 0 STEVEN C WALSKE 565 MARINA BLVD SAN FRANCISCO CA 94123 TRUSTEE 1.00 0 0 0 JENNIFER M WALSKE 565 MARINA BLVD SAN FRANCISCO CA 94123 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 7524650 506075 0 8030725 0 0 8030725 120461 7910264 395513 395513 3997 3997 391516 0 391516 0 391516 375000 0 375000 391516 341502 0 0 375000 341502 0 0 33498 0 0 0 0 0 0 0 0 358018 0 0 0 STEVE WALSKE 565 MARINA BLVD SAN FRANCISCO CA 94123 4156242228 NO SPECIAL FORM N/A N/A BEVERLY HILLS PRESYTERIAN CHURCH 505 N RODEO DRIVE BEVERLY HILLS CA 90210 NONE PC GENERAL 10000 BOSTON 2026 WORLD STAMP SHOW PO BOX 904 SUDBURY MA 01776 NONE PC GENERAL 5000 LOS ANGELES COUNTY MUSEUM OF ART 5905 WILSHIRE BLVD LOS ANGELES CA 90036 NONE PC GENERAL 15000 BRIDGES IMPACT FOUNDATION 125 HIGH STREET BOSTON MA 02110 NONE PC MIINT PROJECT 10000 CALVARY PRESBYTERIAN CHURCH 2515 FILLMORE STREET SAN FRANCISCO CA 94115 NONE PC GENERAL 10000 FINE ARTS MUSEUM OF SF DEYOUNG MUSEUM 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 NONE PC GUO PEI COUTURE FANTASY EXHIBIT 15000 ISABELLA STEWART GARDNER MUSEUM 25 EVANS WAY BOSTON MA 02115 NONE PC ANNUAL FUND 5000 PLANNED PARENTHOOD 2430 POPLAR AVENUE MEMPHIS TN 38112 NONE PC GENERAL 10000 SAN FRANCISCO BALLET 455 FRANKLIN STREET SAN FRANCISCO CA 94102 NONE PC GENERAL 110000 PHILATELIC FOUNDATION 353 LEXINGTON AVE NEW YORK NY 10016 NONE PC GENERAL 5000 SAN FRANCISCO OPERA GUILD 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 NONE PC GENERAL 10000 PRINCETON PROSPECT FOUNDATION PO BOX 15 PRINCETON NJ 085420015 NONE PC GENERAL 10000 THE MUSIC CENTER OF LA COUNTY 135 N GRAND AVENUE LOS ANGELES CA 90012 NONE PC GENERAL 75000 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVE STE 401 BERKELEY CA 94704 NONE PC GENERAL 50000 UCSF BENIOFF CHILDREN'S HOSPITALS-CHILDREN'S FUND BOX 0248 SAN FRANCISCO CA 94143 NONE PC GENERAL 10000 VANDERBILT UNIVERSITY 2201 WEST END AVENUE NASHVILLE TN 37235 NONE PC GENERAL 25000 375000 0 14 76213 14 113471 18 160218 0 349902 0 349902 0 0 0 0 0 0 0 0 0 0 LORING, WOLCOTT & COOLIDGE TRUST LLC 9272 9272 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. 2,355 ABBOTT LABORATORIES 63976 266374 800 AIR PRODUCTS & CHEMICALS INC 66378 232032 1,180 AUTOMATIC DATA PROCESSING 38104 345421 2,700 COCA COLA CO 69536 168102 680 LILLY (ELI) & CO 22345 524960 2,225 PAYCHEX INC 60056 311989 1,095 STRYKER CORP 72912 394255 2,880 SYSCO CORP 73001 220205 1,050 AMERICAN TOWER CORP 101095 192581 1,195 EOG RESOURCES 130965 146483 585 INTUIT 46255 367672 1,660 MICROSOFT CORP 89131 699690 1,065 DANAHER CORP 76232 244471 1,140 NIKE INC 69871 86264 700 WATSCO INC 100387 331723 690 ANALOG DEVICES CORP 69894 146597 610 HOME DEPOT INC 110762 237284 290 ROPER INDUSTRIES INC 99864 150757 1,165 THE HERSHEY COMPANY 209257 197293 1,255 MERCK & CO INC 94488 124847 475 AMGEN INC 100470 123804 1,110 CHURCH & DWIGHT CO 100178 116228 2,970 NEXTERA ENERGY INC 200641 212919 1350 NVIDIA CORP 40506 181292 205 THERMO FISHER SCIENTIFIC INC 100960 106647 160 ASM LITHOGRAPHY HLDG N V 141616 110893 970 BROADRIDGE FINANCIAL SOLUTIONS 149410 219307 640 PAYCOM SOFTWARE INC 170592 131181 865 VEEVA SYSTEMS INC 169838 181866 686127 688305 0 0 BRIDGES VENTURES US SUSTAINABLE GRWTH FD LP AT COST 191087 23021 LWC FIDUCIARY ADVISORS 50724 50724 0 FEDERAL EXCISE TAX PAID ESTIMATED TAX FOR 2023 EXT 3200 0 0 FOREIGN TAXES 992 992 0 FEDERAL EXCISE TAX 2023 ESTIMATED TAX PAYMENTS 1860 0 0