2025-11-19T08:54:05-06:00 2025-07-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2024-08-01 203121701 EDMUND AND MARY COMEY CHARITABLE FOUNDATION DTD 4/26/1990 EDMU 6175236531 LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 NUSHIN KORMI TRUSTEE 6175236531 2025-11-17 1 1 CATHERINE LEE P01803832 6175236531 2025-11-17 2024 2025-03-06 01:10:19Z X 3382398 X X 31467 31599 279612 426484 279612 311079 311211 17084 11958 5126 4065 1565 2500 12371 12371 0 1073 1073 0 597 562 35 35190 27529 7661 145533 145533 180723 27529 153194 130356 283682 764 438 438 16000 102000 102000 1000768 1045450 3279960 1017532 1147888 3382398 0 0 X 1372164 1372164 0 0 -354632 -224276 1017532 1147888 1017532 1147888 1017532 130356 0 1147888 0 1147888 10 SHS AMERICAN TOWER CORP 2014-09-12 2024-08-12 2238 971 1267 1267 35 SHS DANAHER CORP SHS BEN INT 2007-11-19 2024-08-12 9344 958 8386 8386 70 SHS FISERV INC 2010-02-16 2024-08-12 11318 818 10500 10500 45 SHS STRYKER CORP 2006-08-14 2024-08-12 14652 2126 12526 12526 15 SHS ALPHABET INC CL A 2019-01-11 2024-08-12 2449 798 1651 1651 10 SHS UNTUIT 2012-10-11 2024-08-12 6287 597 5690 5690 45 SHS MASTERCARD INC 2011-02-11 2024-08-12 20583 1135 19448 19448 205 SHS SALESFORCE.COM 2021-01-13 2024-08-12 51546 44718 6828 6828 424 SHS HEINEKEN HOLDING NV 2012-04-17 2024-08-13 30769 19849 10920 10920 135 SHS NXP SEMICONDUCTORS 2018-09-14 2024-09-11 29810 12572 17238 17238 85 SHS MASTERCARD INC 2011-02-11 2024-09-11 40635 2143 38492 38492 105 SHS MASTERCARD 2011-02-11 2025-05-14 60236 2648 57588 57588 140 SHS CANADIAN NATIONAL RAILWAY 2007-07-16 2025-06-30 14572 3828 10744 10744 125 SHS ROSS STORES INC 2010-05-18 2025-06-30 15861 1649 14212 14212 160 SHS WEX INC 2022-11-22 2025-06-30 23350 26048 -2698 -2698 40 SHS AMAZON.COM 2019-05-10 2025-06-30 8782 3748 5034 5034 85 SHS ALPHABET INC CL A 2019-01-11 2025-06-30 15086 4521 10565 10565 5 SHS MASTERCARD INC 2011-02-11 2025-06-30 2790 126 2664 2664 30 SHS AMERICAN TOWER CORP 2014-09-12 2025-06-30 6559 2912 3647 3647 15 SHS INTUIT 2012-10-11 2025-06-30 11816 896 10920 10920 5 SHS COSTCO WHOLESALE CORP NEW 2021-05-12 2025-06-30 4912 1866 3046 3046 5 SHS PAYCOM SOFTWARE INC 2017-01-24 2025-06-30 1140 251 889 889 5 SHS PAYCOM SOFTWARE INC 2018-07-12 2025-06-30 1140 549 591 591 40 SHS MICROSOFT CORP 2019-01-03 2025-06-30 19921 3945 15976 15976 20 SHS STRYKER CORP 2006-08-14 2025-06-30 7865 945 6920 6920 35 SHS HOME DEPOT INC 2019-01-11 2025-06-30 12822 6255 6567 6567 RECEIPT OF CASH CITIBANK ADR 2024-12-31 1 1 1 279612 3943 0 3943 0 3943 464 0 0 0 464 0 3479 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A LORING WOLCOTT 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 0 GILBERT M RODDY JR 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 8542 0 0 NUSHIN KORMI 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 8542 0 0 NONE 0 NONE 0 0 3314634 100361 0 3414995 0 0 3414995 51225 3363770 168189 168189 3943 3943 164246 0 164246 0 164246 153194 0 153194 164246 145533 0 0 153194 145533 0 0 7661 0 0 0 0 0 0 0 0 156585 0 0 0 X ANIMAL RESCUE LEAGUE OF BOSTON 10 ANNAS PLACE DEDHAM MA 02026 NONE PUBLIC CHARITY GENERAL 18192 CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON 275 WEST BROADWAY BOSTON MA 02127 NONE PUBLIC CHARITY GENERAL 36383 LITTLE SISTERS OF THE POOR 110-30 221ST ST QUEENS VILLAGE NY 11429 NONE PUBLIC CHARITY GENERAL 36383 MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 350 S HUNTINGTON AVE BOSTON MA 02130 NONE PUBLIC CHARITY GENERAL 18192 PINE STREET INN 444 HARRISON AVE BOSTON MA 02118 NONE PUBLIC CHARITY GENERAL 36383 145533 0 14 31467 01 18 279612 0 311079 0 311079 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 2500 0 2500 LWC - ACCOUNTING FEES 1565 1565 0 UNDISTRIBUTED INCOME FROM 2021 WAS DISTRIBUTED TO CHARITIES IN 2023 AS SOON AS THIS OMISSION WAS REALIZED. 990-PF, PART VIII, LINE 1 990-PF STATEMENT PART VIII - INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS AND THEIR COMPENSATION AND HOURS SPENT PER WEEK.HOURS SPENT:THE TIME SPENT BY THE OFFICERS MANAGING THE AFFAIRS OF THE FOUNDATION VARIES FROM WEEK TO WEEK AND YEAR TO YEAR. FOR 990-PF REPORTING PURPOSES, AN ESTIMATE OF .5 TO 1 HOURS PER WEEK HAS BEEN INDICATED. THE OFFICERS EMPLOY ACCOUNTING, SUPPORT AND TAX COMPLIANCE STAFF TO ASSIST WITH THE ADMINISTRATION OF SAID RELATIONSHIPS. THE .5 TO 1 HOUR TIME NOTED REFLECTS AN ESTIMATE OF THE TIME SPENT BY THE NAMED OFFICERS AS WELL AS THEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFER FROM THE ESTIMATE IN ANY GIVEN WEEK/YEAR. THE TRUSTEES FEES NOTED ALSO INCLUDE AN INVESTMENT ADVISORY COMPONENT WHICH IS BASED IN PART ON THE FOUNDATION INVESTMENT ASSETS AND WHICH VARIES FROM QUARTER TO QUARTER BASED ON FAIR MARKET VALUE. 960 SHS CANADIAN NATIONAL RAILWAY 24835 89712 1,035 SHS FISERV INC 12097 143803 120 SHS ROPER INDUSTRIES 45140 66048 125 SHS SERVICENOW INC 61098 117890 1400 SHS ALPHABET INC CLASS A 50669 268660 170 SHS COSTCO WHOLESALE CORP 63120 159739 195 SHS ADOBE 55179 69750 215 SHS THERMO FISHER SCIENTIFIC INC 105074 100551 219 SHS VERALTO CORPORATION 2248 22958 50 SHS REGENERON PHAR 51977 27273 266 HOME DEPOT INC 42746 97758 295 SHS PAYCOM SOFTWARE 14810 68304 375 SHS INTUIT 22406 294424 515 SHS STRYKER CORP 24326 202256 395 SHS MASTERCARD INC 9960 223756 605 SHS AMERICAN TOWER CORP 58295 126076 624 SHS DANAHER CORP SHS INT 16126 123028 675 SHS ABBOTT LABORATORIES 16637 85178 565 SHS NXP SEMICONDUCTORS 52502 120780 670 SHS MICROSOFT CORP 66072 357445 815 SHS AMAZON.COM 76334 190800 775 SHS ROSS STORES INC 10223 105819 525 SHS NVIDIA CORP 63198 93382 80 SHS SYNOPSYS 40760 50678 260 SHS VEEVA SYSTEMS 59618 73892 MASS ANNUAL REPORT FORM PC FILING FEE 35 0 35 MISCELLANEOUS EXPENSE 562 562 0 LWC FIDUCIARY ADVISOR FEES 12371 12371 0 FOREIGN TAXES PAID 1073 1073 0