2014-01-09T14:47:30-06:00 2013-05-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2012-06-01 046820993 M HOLT MASSEY CHARITABLE TRUST 15011602 MHOL 6175236531 LWC 230 CONGRESS ST 12FL BOSTON MA 02110 M HOLT MASSEY 6172271776 2014-01-06 1 MARY-JEAN MOUGHAN P00133963 6175236531 2012 2015-12-30 17:16:21Z X 1807336 X X 1 1 37737 37737 46662 236164 46662 1539 0 85939 84400 3844 3844 0 1872 1872 0 10686 9411 1275 2316 1236 0 53 18 35 18771 16381 1310 77045 77045 95816 16381 78355 -9877 68019 907 496 496 24000 25000 25000 1002886 992420 1614523 164685 164685 167317 1192478 1182601 1807336 0 0 X 1235205 1268112 0 0 -42727 -85511 1192478 1182601 1192478 1182601 1192478 -9877 0 1182601 0 1182601 PUBLICLY TRADED SECURITIES P 235996 189502 46494 46494 CAPITAL GAINS DIVIDENDS P 168 168 168 46662 0 72452 1585316 0.045702 70250 1503197 0.046734 67061 1418716 0.047269 95880 1360349 0.070482 88160 1953257 0.045135 0.255322 0.051064 1708637 87250 680 87930 78355 1360 0 1360 0 1360 1080 278 1358 X 2 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A MASSEY COMPANY 6172271776 85 MERRIMAC STREET BOSTON MA 021144713 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 M HOLT MASSEY 85 MERRIMAC STREET BOSTON MA 02114 1.00 0 0 0 HUGH L WARRENRESIGNED 103113 230 CONGRESS STREET BOSTON MA 02110 1.00 3844 0 0 NONE 0 NONE 0 0 1702040 32617 0 1734657 0 0 1734657 26020 1708637 85432 85432 1360 1360 84072 0 84072 0 84072 78355 0 78355 0 78355 84072 77045 0 0 78355 77045 0 0 1310 0 0 0 0 0 0 0 0 82762 0 0 0 M HOLT MASSEY X YOUNG AMERICAS FOUNDATION 110 ELDEN STREET HERNODON VA 20170 NONE PUBLIC CHARITY GENERAL 250 WALDORF SCHOOL 739 MASSACHUSETTS AVENUE LEXINGTON MA 02173 NONE PUBLIC CHARITY GENERAL 1000 TRINITY CHURCH BOSTON FOUNDATION 206 CLARENDON STREET BOSTON MA 02116 NONE PUBLIC CHARITY GENERAL 1000 THE MOUNT 2 PLUNKETT STREET LENOX MA 02140 NONE PUBLIC CHARITY GENERAL 3700 THE FOOD PROJECT 10 LEWIS STREET LINCOLN MA 01773 NONE PUBLIC CHARITY GENERAL 250 SOCIETY 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GENERAL 250 INSTITUTE OF CLASSICAL ARCHITECTURE AND ART 445 FARIVIEW STREET LEE MA 01238 NONE PUBLIC CHARITY GENERAL 1000 HISTORIC NEW ENGLAND 141 CAMBRIDGE STREET BOSTON MA 02114 NONE PUBLIC CHARITY GENERAL 1750 HARVARD ART MUSEUM 32 QUINCY STREET CAMBRIDGE MA 02138 NONE PUBLIC CHARITY GENERAL 5000 FRIENDS OF THE PUBLIC GARDENS 87 MOUNT VERNON STREET BOSTON MA 02108 NONE PUBLIC CHARITY GENERAL 1500 FRIENDS OF THE COUNCIL OF AGING PO BOX 143 LINCOLN MA 017730143 NONE PUBLIC CHARITY GENERAL 250 FRIENDS OF DRESDEN MUSIC FOUNDATION 168W 86TH STREET NEW YORK NY 10024 NONE PUBLIC CHARITY GENERAL 250 FESSENDEN SCHOOL 250 WALTHAM STREET WEST NEWTON MA 024651750 NONE PUBLIC CHARITY GENERAL 250 CENTRAL BOSTON ELDER SERVICES 812 HUNTINGTON AVE BOSTON MA 02115 NONE PUBLIC CHARITY GENERAL 1000 BOSTON LYRIC OPERA PO BOX 847897 BOSTON MA 022847897 NONE PUBLIC CHARITY GENERAL 1000 BOSTON HARBOR ISLAND ALLIANCE 408 ATLANTIC AVE STE 228 BOSTON MA 02110 NONE PUBLIC CHARITY GENERAL 250 BOSTON ATHENAEUM 10 1/2 BEACON STREET BOSTON MA 02108 NONE PUBLIC CHARITY GENERAL 1000 BEACON HILL CIVIC ASSOC 74 JOY STREET BOSTON MA 02114 NONE PUBLIC CHARITY GENERAL 1000 RURAL LAND FOUNDATION OF LINCOLN PO BOX 6328 LINCOLN MA 01773 NONE PUBLIC CHARITY GENERAL 250 GRACE CHURCH 802 BROADWAY NEW YORK NY 10003 NONE PUBLIC CHARITY GENERAL 10000 BOSTON UNIVERISITY ACADEMY 595 COMMONWEALTH AVENUE SUITE 700 BOSTON MA 02115 NONE PUBLIC CHARITY GENERAL 12000 ASSOCIATES OF THE BOSTON PUBLIC LIBRARY 700 BOYLSTON STREET BOSTON MA 02116 NONE PUBLIC CHARITY GENERAL 2500 NEW ENGLAND CONSERVATORY OF MUSIC 290 HUNTINGTON AVENUE BOSTON MA 02115 NONE PUBLIC CHARITY GENERAL 1400 THE ORDER OF ST JOHN 1850 M STREET NW SUITE 1070 WASHINGTON DC 200365856 NONE PUBLIC CHARITY GENERAL 1000 EPISCOPAL CHARITIES OF THE DIOCESE OF NEW YORK 1047 AMSTERDAM AVENUE NEW YORK NY 10025 NONE PUBLIC CHARITY GENERAL 1000 AMERICAN FRIENDS OF THE EDINBURGH INTERNATIONAL FESTIVAL 1000 N WEST STREET SUITE 1200 WILMINGTON DE 19801 NONE PUBLIC CHARITY GENERAL 500 ONE FUND BOSTON 800 BOYLSTON STREET 990009 BOSTON MA 02199 NONE PUBLIC CHARITY GENERAL 1000 THE PILGRIM FOUNDATION INC 20 WEST 44TH STREET ROOM 509 NEW YORK NY 100366603 NONE PUBLIC CHARITY GENERAL 1000 CLUB PASSIM 26 CHURCH STREET CAMBRIDGE MA 02138 NONE PUBLIC CHARITY GENERAL 250 THE PRESERVATION SOCIETY NEWPORT COUNTY 424 BELLEVUE AVENUE NEWPORT RI 02840 NONE PUBLIC CHARITY GENERAL 250 NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY 101 NEWBURY STREET BOSTON MA 02116 NONE PUBLIC CHARITY GENERAL 250 FRENCH HERITAGE SOCIETY 14 EAST 60TH STREET SUITE 605 NEW YORK NY 10022 NONE PUBLIC CHARITY GENERAL 250 CODMAN FARM 58 CODMAN ROAD LINCOLN MA 01773 NONE PUBLIC CHARITY GENERAL 250 CONTACT QUARTERLY PO BOX 603 NORTHAMPTON MA 01061 NONE PUBLIC CHARITY GENERAL 250 AMERICAN FRIENDS OF THE VICTORIA & ALBERT MUSEUM 61 LONDONDERRY DRIVE GREENWICH CT 06830 NONE PUBLIC CHARITY GENERAL 250 DORCHESTER HISTORICAL SOCIETY 195 BOSTON STREET DORCHESTER MA 02125 NONE PUBLIC CHARITY GENERAL 250 SIR JOHN SOANE'S MUSEUM FOUNDATION 1040 FIRST AVENUE NO 311 NEW YORK NY 10022 NONE PUBLIC CHARITY GENERAL 300 THE ROYAL OAK FOUNDATION 35 WEST 35TH STREET 12TH FLOOR NEW YORK NY 10001 NONE PUBLIC CHARITY GENERAL 250 77045 0 14 1 14 37737 18 46662 FEDERAL EXCISE TAX O/P 5/31/12 01 1080 FEDERAL EXCISE TAX REFUND 5/31/12 01 459 0 85939 0 85939 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE TRUST - ACCOUNTING FEES 1872 1872 0 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.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. 750 SHS ISHARES JP MORGAN USD EMERGING MARKETS BOND FUND 81445 86273 6962.541 IRON STRATEGIC INCOME FUND 83240 81044 1195 SHS ABBOTT LABORATORIES 23054 43821 935 SHS AUTOMATIC DATA PROCESSING 19376 64253 580 SHS JOHNSON & JOHNSON 16444 48824 775 SHS STRYKER CORP 7098 51452 1150 SHS COLGATE PALMOLIVE CO 30370 66516 825 SHS ENCANA CORP 19260 15700 912 SHS NESTLE SA SPONS ADR 27989 60302 300 SHS EOG RESOURCES 19926 38730 850 SHS RECKITT BENCKISER PLC 39813 60851 375 SHS CORE LABORATORIES 16929 51660 875 SHS HEINEKEN HOLDING NV 40931 51750 750 SHS DANAHER CORP SHS BEN INT 30902 46365 275 SHS UNITED TECHNOLOGIES 19871 26098 875 SHS JARDINE MATHESON HOLDINGS LTS 27628 57488 690 SHS PHILIP MORRIS INTERNATIONAL 27396 62728 500 SHS ACCENTURE LTD 20527 41055 1250 SHS CHURCH & DWIGHT CO 36295 76013 725 SHS FISERV INC 37065 63191 275 SHS PRAXAIR INC 20666 31441 1750 SHS TJX COMPANIES INC 37782 88568 575 SHS YUM! BRANDS 20004 38956 500 SHS ECOLAB INC 25540 42235 354 SHS EXXON MOBIL CORP 19634 32026 50 SHS MASTERCARD INC 13290 28513 325 SHS COGNIZANT TECHNOLOGY SOLUTIONS 24194 21011 225 SHS CUMMINS INC 25718 26917 500 SHS EMERSON ELECTRIC 25265 28730 250 SHS CANADIAN NATIONAL RAILWAY 18804 25318 175 SHS NOVO-NORDISK A/S ADR 25461 28193 675 SHS UNILEVER PLC SPONSORED ADR 24475 28357 525 SHS CSL LIMITED 16031 29999 7854.581 SHS PRINCETON FUTURES STRATEGY FUND 80168 71398 175 SHS CHEVRONTEXACO CORP 20985 21481 350 SHS COACH INC 19313 20391 725 SHS INTUIT 44148 42369 975 SHS ARM HOLDINGS PLC SPONS ADR 35190 42783 3050 SHS DAIRY FARM INTL HOLDINGS LTD 34878 39040 MA ANNUAL REPORT FORM PC FILING FEE 35 0 35 AGENT FEE 18 18 0 FEDERAL EXCISE TAX O/P 5/31/12 1080 1080 FEDERAL EXCISE TAX REFUND 5/31/12 459 459 LWC FIDUCIARY ADVISORS - INVS MGMT 6605 6605 0 LORING WOLCOTT & COOLIDGE TRUST - TAX PREP FEE 1275 0 1275 FREDERICK D BALLOU ADVISOR 2806 2806 0 FEDERAL EXCISE TAX O/P ESTIMATED TAX 5/31/13 1080 0 0 FOREIGN TAX 1236 1236 0