2014-08-07T10:51:55-05:00 2013-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2013-01-01 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 2014-07-16 1 RONALD IZZO P00048280 6175236531 2013 2015-12-30 17:16:21Z X 6059961 X X 887 887 141882 136078 70165 4179269 70165 -497 0 212437 207130 0 0 0 7515 7515 0 37336 35336 2000 9575 5542 0 439 358 70 54865 48751 2070 256000 256000 310865 48751 258070 -98428 158379 233 169 169 185000 1125000 1125000 0 1028671 1029732 2888842 2958512 3837601 301773 1868906 33974 67459 5244754 5146326 6059961 0 0 X 5291641 5277844 0 0 -46887 -131518 5244754 5146326 5244754 5146326 5244754 -98428 0 5146326 0 5146326 PUBLICLY TRADED SECURITIES P 4179234 4109104 70130 70130 CAPITAL GAINS DIVIDENDS P 35 35 35 70165 0 219820 5528430 0.039762 249795 5478509 0.045595 164270 5305206 0.030964 211500 4699659 0.045003 223500 5034251 0.044396 0.205720 0.041144 5791932 238303 1584 239887 258070 X 1584 0 1584 0 1584 3720 3720 X 2136 800 1336 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 2118 VALLEJO STREET SAN FRANCISCO CA 941234815 TRUSTEE 1.00 0 0 0 JENNIFER M WALSKE 2118 VALLEJO STREET SAN FRANCISCO CA 941234815 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 5566914 313220 0 5880134 0 0 5880134 88202 5791932 289597 289597 1584 1584 288013 0 288013 0 288013 258070 0 258070 1584 256486 288013 137551 0 0 258070 137551 0 0 120519 0 0 0 0 0 0 0 0 167494 0 0 0 STEVE WALSKE 2118 VALLEJO STREET SAN FRANCISCO CA 94123 4157769005 NO SPECIAL FORM N/A N/A BOSTON BALLET 19 CLAREDON STREET BOSTON MA 02116 NONE PC GENERAL 2500 DE YOUNG MUSEUM 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 NONE PC GENERAL 2500 HAMLIN SCHOOL 2120 BROADWAY STREET SAN FRANCISCO CA 94115 NONE PC GENERAL 30000 HOBART AND WILLIAM SMITH COLLEGES 615 MAIN STREET GENEVA NY 14456 NONE PC GENERAL 10000 ISABELLA STEWART GARDNER MUSEUM 2 PALACE ROAD BOSTON MA 02115 NONE PC GENERAL 2500 PRINCETON UNIVERSITY PO BOX 5357 PRINCETON NJ 085435357 NONE PC GENERAL 5000 SAN FRANCISCO BALLET ASSOCIATION 455 FRANKLIN ST SAN FRANCISCO CA 94102 NONE PC GENERAL 70000 UC BERKELEY 2220 PIEDMONT AVENUE BERKELEY CA 94720 NONE PC GLOBAL SOCIAL VENTURE COMPETITION 25000 WGBH ONE GUEST STREET BOSTON MA 02135 NONE PC GENERAL 10000 UNIV OF CA SAN FRANCISCO SCHOOL OF MEDICINE BOX 0248 SAN FRANCISCO CA 941430248 NONE PC UCSF MEDICAL CENTER AT MISSION BAY 50000 NET IMPACT 150 SPEAR ST STE 500 SAN FRANCISCO CA 94105 NONE PC GENERAL 13500 EDUCATE PO BOX 12302 DENVER CO 80212 NONE PC GENERAL 5000 IMPACT ASSETS INC 7315 WISCONSIN AVE STE 1100W BETHESDA MD 20814 NONE PC GENERAL 25000 ROOM TO READ 111 SUTTER ST 16TH FLR SAN FRANCISCO CA 94104 NONE PC GENERAL 5000 256000 0 14 887 14 141882 18 70165 2012 FED EXCISE TAX REFUND 01 4 ORDINARY BUSINESS LOSS FROM PARTNERSHIP 01 -501 0 212437 0 212437 0 0 0 0 0 0 0 0 0 0 LORING, WOLCOTT & COOLIDGE TRUST LLC 7515 7515 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. 990PF ORDINARY BUSINESS LOSS FROM 2010 BUCKEYE PARTNERS LP.THIS IS A PTP AND LOSS IS DISALLOWED ON 990PF -1,389WILL CARRY FORWARD.ORDINARY BUSINESS LOSS FROM 2011 BUCKEYE PARTNERS LP.THIS IS A PTP AND LOSS IS DISALLOWED ON 990PF -894WILL CARRY FORWARD.ORDINARY BUSINESS LOSS FROM 2012 BUCKEYE PARTNERS LP.THIS IS A PTP AND LOSS IS DISALLOWED ON 990PF -968WILL CARRY FORWARD.ORDINARY BUSINESS LOSS FROM 2013 BUCKEYE PARTNERS LP.THIS IS A PTP AND LOSS IS DISALLOWED ON 990PF -501WILL CARRY FORWARD. 9,000 HSBC HODINGS PLC 6.2 225000 222300 2,450 AT&T INC 60170 86142 1,775 ABBOTT LABORATORIES 38497 68036 800 AIR PRODUCTS & CHEMICALS INC 72291 89424 1,625 AUTOMATIC DATA PROCESSING 60534 131298 2,700 COCA COLA CO 69536 111537 1550 COLGATE PALMOLIVE CO 49661 101076 725 ECOLAB INC 37795 75596 1,775 EMERSON ELECTRIC CO 91254 124570 600 EXXON MOBILE CORP 50928 60720 900 LILLY (ELI) & CO 29574 45900 1,925 LINEAR TECHNOLOGY 50192 87684 800 MCDONALDS CORP 51166 77624 2,225 PAYCHEX INC 60056 101304 1,500 STRYKER CORP 100393 112710 3,125 SYSCO CORP 80601 112812 1,025 UNITED TECHNOLOGIES 74276 116645 3,050 ABB LTD 99744 81008 1,100 ENERPLUS CORP 41014 19998 1,462 NESTLE SA SPONS ADR 65004 107346 2,025 PENN WEST PETROLEUM LTD 53105 16929 2,666 PEMBINA PIPLINE CORP 49246 93923 2,150 JARDINE MATHESON HOLDINGS LTD 72563 112466 1,750 RECKITT BENCKISER GROUP 90772 138923 2,675 STANDARD CHARTERED PLC 58380 60255 2,275 HEINEKEN HOLDINGS NV 115976 144155 2,200 CSL LIMITED 70809 135729 8,250 AMBEV(COMPANHIA DE BEBIDAS)ADR 40987 60637 9,400 DAIRY FARM INTL HOLDINGS LTS 68614 89300 7,575 COCA COLA AMATIL 92083 81527 2,150 WOOLWORTHS LIMITED 47454 65110 600 OCCIDENTAL PETROLEUM CORP 48900 57060 1,950 ENCANA CORP 61210 35197 1,375 NOVARTIS AG ADR 80295 110522 2,675 TELEFONICA S A ADR 59867 43709 3,475 UNILEVER PLC SPONSORED ADR 110335 143170 1,475 VODAFONE GROUP 40385 57982 2,950 BIDVEST GROUP LTD 69755 75583 2,275 HEALTHCARE SERVICES GROUP INC 50381 64542 4,050 INTEL CORP 100033 105118 1,150 ROCHE HOLDINGS LTD SPONS ADR 49830 80559 1,150 MEREDITH CORP 49763 59570 1,400 SABMILLER PLC 70083 71905 1028671 1029732 0 0 950 BUCKEYE PARTNERS L P AT COST 33974 67459 AGENT FEE 357 357 0 MASS PC ANNUAL FILING 70 0 70 BUCKEYE PARTNERS LP NON DEDUCTIBLE 11 0 0 BUCKEYE PARTNERS LP DEDUCTIBLE 1 1 0 2012 FED EXCISE TAX REFUND 4 4 ORDINARY BUSINESS LOSS FROM PARTNERSHIP -501 -501 LWC FIDUCIARY ADVISORS 35336 35336 0 LORING, WOLCOTT & COOLIDGE TRUST TAX PREP FEE 2000 0 2000 FEDERAL ESTIMATES EXCISE TAX 2013 3716 0 0 FEDERAL EXCISE TAX 2012 OP APPLIED 2013 4 0 0 FOREIGN TAXES 5615 5542 0 FEDERA EXCISE TAX EXT 12/31/12 240 0 0