2014-12-10T08:10:39-06:00 2014-07-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2013-08-01 203121701 EDMUND AND MARY COMEY CHARITABLE FOUNDATION DTD 4/26/1990 15020905 EDMU 6175236531 LWC 230 CONGRESS STREET 12FL BOSTON MA 02110 PETER B LORING TRUSTEE 6175236531 2014-12-09 1 JO-ANN CAPOBIANCO P00133747 6175236531 2013 2015-12-30 17:16:21Z X 2014404 X X 2 2 31850 31850 72598 285965 72598 104450 104450 10572 7400 3172 1622 1622 0 8755 7655 1100 3221 1855 0 51 16 35 24221 18548 4307 83459 83459 107680 18548 87766 -3230 85902 80 466 466 20000 26000 26000 1210236 1200620 1987938 1230316 1227086 2014404 0 0 X 1372164 1372164 0 0 -141848 -145078 1230316 1227086 1230316 1227086 1230316 -3230 0 1227086 0 1227086 PUBLICLY TRADED SECURITIES P 285965 213367 72598 72598 72598 0 77340 1758963 0.043969 75202 1543274 0.048729 54688 1518046 0.036025 44561 1080069 0.041258 65361 893913 0.073118 0.243099 0.048620 1993007 96900 859 97759 87766 1718 0 1718 0 1718 800 800 918 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 PETER B LORING 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 5286 0 0 GILBERT M RODDY JR 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 5286 0 0 NONE 0 NONE 0 0 1990101 33256 0 2023357 0 0 2023357 30350 1993007 99650 99650 1718 1718 97932 0 97932 0 97932 87766 0 87766 0 87766 97932 83459 0 0 87766 83459 0 0 4307 0 0 0 0 0 0 0 0 93625 0 0 0 X ANIMAL RESCUE LEAGUE OF BOSTON 10 CHANDLER STREET BOSTON MA 02116 NONE PUBLIC CHARITY GENERAL 10432 CATHOLIC CHARITABLE BUREAU OF THE ARCHDIOCESE OF BOSTON 51 SLEEPER STREET BOSTON MA 02110 NONE PUBLIC CHARITY GENERAL 20865 LITTLE SISTERS OF THE POOR 186 HIGHLAND AVENUE SOMERVILLE MA 02143 NONE PUBLIC CHARITY GENERAL 20865 MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 350 SOUTH HUNTINGTON AVE BOSTON MA 02130 NONE PUBLIC CHARITY GENERAL 10432 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 02118 NONE PUBLIC CHARITY GENERAL 20865 83459 0 14 2 14 31850 18 72598 0 104450 0 104450 0 0 0 0 0 0 0 0 0 0 LORING WOLCOTT & COOLIDGE TRUST LLC - ACCOUNTING FEES 1622 1622 0 990-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. 1,000 SHS EOG RESOURCES 42295 109440 800 SHS QUALCOMM INC 27496 58976 650 SHS STRYKER CORP 30703 51851 525 SHS UNITED TECHNOLOGIES 32198 55204 1,200 SHS CANADIAN NATIONAL RAILWAY 31397 80208 600 SHS NESTLE SA SPONS ADR 19800 44573 1,500 SHS STANDARD CHARTERED PLC 36470 31200 1,000 SHS DANAHER CORP SHS BEN INT 41890 73880 700 SHS ACCENTURE LTD 23614 55496 1,300 SHS JARDINE MATHESON HOLDINGS LTD 46950 77961 925 SHS CSL LIMITED 31505 58306 800 SHS AUTOMATIC DATA PROCESSING 32409 65048 1,500 SHS ABBOTT LABORATORIES 47623 63180 400 SHS EXXON MOBIL CORP 25887 39576 1,200 SHS FISERV INC 28714 74004 500 SHS MCDONALDS CORP 35254 47280 1,000 SHS ROSS STORES INC 26381 64400 3,000 SHS BOULDER BRANDS INC 11339 34050 4,425 SHS DAIRY FARM INTL HOLDINGS LTD 29603 47303 800 SHS COLGATE PALMOLIVE CO 30355 50720 1,000 SHS MASTERCARD INC 25216 74150 400 SHS PRAXAIR INC 41300 51256 1,000 SHS TJX COMPANIES 25581 53290 750 SHS ENBRIDGE INC 20467 36735 1,200 SHS HEINEKEN HOLDING NV 61494 76491 2,000 SHS BIDVEST GROUP LTD 46058 53922 400 SHS CUMMINS INC 43494 55756 390 SHS STERICYCLE INC 35910 45884 1,250 SHS NOVO-NORDISK A/S ADR 31904 57563 900 SHS NOVOZYMES A/S B 25044 44582 650 SHS COGNIZANT TECHNOLOGY SOLUTIONS 20592 31883 880 SHS INTUIT 55773 72134 445 SHS WEX INC 35084 48024 940 SHS DISCOVERY COMMUNICATIONS-A 74023 80097 100 SHS GRAINGER INC 26797 23515 MASS ANNUAL REPORT FORM PC FILING FEE 35 0 35 AGENT FEE ON NESTLE 16 16 0 LWC FIDUCIARY ADVISORS 7655 7655 0 LWC TAX PREP FEE 2013 1100 0 1100 FOREIGN TAXES PAID 1855 1855 0 FEDERAL EXCISE TAX 7/31/13 BALANCE DUE 566 0 0 FEDERAL EXCISE TAX 7/31/14 ESTIMATES 800 0 0