2024-04-24T08:26:54-05:00 2023-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-01-01 046931913 THE HANDSHAKE FOUNDATION TRUST THOMAS R APPLETON ET AL TRUSTEES HAND 6175236531 LWC 230 CONGRESS ST 12FL BOSTON MA 02110 THOMAS R APPLETON TRUSTEE 6175236531 2024-04-22 1 THOMAS APPLETON 999009999 0 MARY HARN P01053713 6175236531 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 387067 X X 3670 3611 13313 38400 13313 16983 16924 897 628 269 61 61 0 1249 649 600 13 0 0 35 0 35 2255 1338 904 20000 20000 22255 1338 20904 -5272 15586 588 606 606 8000 19000 19000 264948 248658 367461 273536 268264 387067 0 0 X 0 0 0 0 273536 268264 273536 268264 273536 268264 273536 -5272 0 268264 0 268264 100SHS STRYKER CORP 2021-05-14 2023-09-13 29603 25087 4516 4516 CAPITAL GAIN DISTRIBUTIONS P 2023-12-31 8797 8797 8797 13313 217 0 217 0 217 200 0 0 0 200 0 17 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 LL 6175236531 230 CONGRESS STREET BOSTON MA 02210 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES V RIGHTER 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 0 0 0 ELIOT RIGHTER RAMOS 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 0 0 0 MARK H RIGHTER 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 0 0 0 ANNE R RIGHTER 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 0 0 0 THOMAS R APPLETON 230 CONGRESS STREET BOSTON MA 02110 TRUSTEE 1.00 897 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 353399 14811 0 368210 0 0 368210 5523 362687 18134 18134 217 217 17917 0 17917 0 17917 20904 0 20904 17917 0 0 1098 3392 1370 5860 20904 0 0 0 17917 2987 0 0 8847 0 0 0 0 0 0 0 8847 1098 3392 1370 2987 THOMAS R APPLETON 230 CONGRESS STREET BOSTON MA 02110 6175236531 CONSULT THE ABOVE. CONSULT THE ABOVE. HANDSHAKE FOUNDTION IS A SMALL FAMILY FOUNDATION DEDICATED TO MAKING A DIFFERENCE IN A WORLD OF MANY NEEDS. THERE ARE A NUMBER OF AREAS IN WHICH WE, THE TRUSTEES, SHARE A COMMON CONCERN: WE WOULD LIKE TO FUND PROGRAMS WHICH ADDRESS THEMSELVES TO 1) THE BETTERMENT OF HEALTH AND WELL-BEING FOR FAMILIES, PARTICULARLY CHILDREN AND TEENS, WITH A FOCUS ON IMPROVING SCHOOLS AND AFTER-SCHOOL PROGRAMS, MENTORING PROGRAMS, SUPPORT FOR PARENTS AND SUPPORT FOR ALL FAMILY MEMBERS AT TIMES OF CRISIS; 2) THE PRESERVATION OF THE ENVIRONMENT, WITH A FOCUS ON CONSERVING ENERGY AND NATURAL RESOURCES AND SUPPORTING RESEARCH IN THESE AREAS; 3) A DEDICATION TO THE ARTS ON A DEMOCRATIC BASIS AS A WAY OF ENRICHING THE HUMAN SPIRIT; 4) THE IMPROVEMENT AND AVAILABILITY OF HOUSING AND SHELTER FOR THE DISADVANTAGE. AS A FAMILY FOUNDATION, WE SEEK TO SUPPORT THE VALUES WE HOLD HIGH; RESPECT FOR THE INDIVIDUAL, REVERENCE FOR LEARNING AND THE ARTS, FAITH IN OUR ABILITY TO HELP MAKE THE WORLD A BETTER PLACE. RED HOOK ART PROJECT 291 VAN BRUNT STREET BROOKLYN NY 11231 NONE PC GENERAL 4000 BREGAMOS COMMUNITY THEATER 315 PECK STREET NEW HAVEN CT 06513 NONE PC GENERAL 4000 NORTH EAST COMMUNITY CENTER PO BOX 35 MILLERTON NJ 12546 NONE PC GENERAL 4000 RETI CENTER FBO BROOKLYN BLUEGREEN JOBS FOR YOUTH AND ENVIRONMENT 93 DIKEMAN STREET BROOKLYN NY 11231 NONE PC BROOKLYN BLUE/GREEN JOBS FOR YOUTH AND ENVIRONMENT 4000 VENESUELANS AND IMMIGRANTS AID INC 167 WEST 136TH STR APT 7 NEW YORK NY 10030 NONE PC GENERAL 4000 20000 0 14 3670 18 13313 0 16983 0 16983 0 0 0 0 0 0 0 0 0 0 LORING,WOLCOTT & COOLIDGE LLC 61 61 0 PART VIII LINE 1(B) 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSAND THEIR COMPENSATION AND HOURS SPENT PER WEEK:HOURS SPENT:THE TIME SPENT BY THE TRUSTEE/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 TRUSTEE/S ARE PROFESSIONALFIDUCIARIES WHO MANAGE A NUMBER OF TRUST/FOUNDATIONRELATIONSHIPS AND WHO EMPLOY 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 TRUSTEE/S AS WELL ASTHEIR AGENTS OR EMPLOYS. THE ACTUAL TIME SPENT MAY DIFFERFROM 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. 7936.100 SHS DOMINI INTL OPPORT FUND 79422 82059 4047.727 SHS DOMINI SOCIAL EQUITY FUND INSTITUTIONAL 79682 130053 2818.889 SHS PARNASSUS EQUITY INCOME FUND 89554 155349 COMMONWEALTH OF MASS ANNUAL REPORT FORM PC 35 0 35 LWC FIDUCIARY ADVISORS 649 649 0 LORING,WOLCOTT & COOLIDGE TAX PREP FEE 600 0 600 2023 FEDERAL ESTIMATED TAX 13 0 0