2024-01-19T11:11:00-06:00 2023-11-30 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2022-12-01 042767470 ZELL FAMILY FOUNDATION INC C/O LORING WOLCOTT & COOLIDGE OFFICE ZELL 6175236531 230 CONGRESS STREET BOSTON MA 02110 MARGOT DOUCETTE TREASURER 6175236531 2024-01-17 1 MARGOT DOUCETTE 999009999 0 MARY JEAN MOUGHAN P00133963 6175236531 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 2451660 X X 5427 5345 15607 15607 66268 286071 66268 3638 0 90940 87220 0 0 0 1011 1011 0 23042 19740 3302 264 264 0 50 0 50 24367 21015 3352 114000 114000 138367 21015 117352 -47427 66205 276 514 514 68000 32000 32000 962828 951163 2349527 70519 70519 69619 1101623 1054196 2451660 0 0 X 1222592 1149445 0 0 -120969 -95249 1101623 1054196 1101623 1054196 1101623 -47427 0 1054196 0 1054196 PUBLICLY TRADED SECURITIES P 286071 219803 66268 66268 66268 920 0 920 0 920 200 0 0 0 200 0 720 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGOT DOUCETTE PO BOX 3348 RANCHO SANTA FE CA 92067 TREASURER 1.00 0 0 0 ALISON ELLSWORTH 71 BAKER HILL ROAD LYME NH 03768 BOARD MEMBER 1.00 0 0 0 LAURA NORFOLK 3531 CROWN RIDGE DRIVE SHERMAN OAKS CA 91403 CO-PRESIDENT 1.00 0 0 0 AMY ZELL ELLSWORTH 34 LOCUST STREET BELMONT MA 02478 VICE PRESIDENT 1.00 0 0 0 JENNIFER FIS MENACHE 10480 KINNAIRD AVE LOS ANGELES CA 90024 CO-PRESIDENT 1.00 0 0 0 JUDITH FAUST 10 DREAM CATCHER SANTA FE NM 87506 BOARD MEMBER 1.00 0 0 0 SARAH HAMILTON 96 RICHDALE AVE SECOND FLOOR CAMBRIDGE MA 02140 BOARD MEMBER 1.00 0 0 0 ADAM ELLSWORTH 819 14TH STREET APT 2 SAN FRANCISCO CA 94114 BOARD MEMBER 1.00 0 0 0 MELISSA ZELL ANDREWS 7415 BOYER STREET PHILADELPHIA PA 19119 SECRETARY 1.00 0 0 0 KENDAL BLANK 421 EAST 76TH STREET 6A NEW YORK NY 10021 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 2196200 112661 0 2308861 0 0 2308861 34633 2274228 113711 113711 920 920 112791 0 112791 0 112791 117352 0 117352 112791 117352 0 0 117352 117352 0 0 0 0 0 0 0 0 0 0 0 112791 0 0 0 X ALLEN LANE ART CENTER 601 WEST ALLENS LANE PHILADELPHIA PA 19119 NONE PC GENERAL 1000 AMERICAN FRIENDS OF NATAL 1120 AVE OF THE AMERICAS NEW YORK NY 10036 NONE PC GENERAL 2000 AVENUES FOR JUSTICE 100 CENTRE STREET ROOM 1541 NEW YORK NY 10013 NONE PC GENERAL OPERATING EXPENSES, AND HONORARIUM 21000 CENTER FOR RESTORATVIE JUSTICE WORKS 2350 WEST BEVERLY BOULEVARD MONTEBELLO CA 90640 NONE PC GENERAL 20000 COMMUNITY ACTION PIONEER VALLEY 393 MAIN ST GREENFIELD MA 01310 NONE PC GENERAL 1000 THE DOE FUND 345 EAST 102ND STREET 305 NEW YORK NY 10029 NONE PC GENERAL 1000 KITCHENS FOR GOOD 2799 HEALTH CENTER DRIVE SAN DIEGO CA 92123 NONE PC GENERAL 1000 KITCHEN ANGELS 1222 SILER ROAD SANTA FE NM 87507 NONE PC GENERAL 1000 MOTHERHOOD BEHIND BARS 1799 BRIARCLIFF ROAD PO BOX 15276 ATLANTA GA 30333 NONE PC GENERAL 20000 NAMI WESTSIDE LA 921 WESTWOOD BLVD SUITE 236 LOS ANGELES CA 90024 NONE PC GENERAL 1000 A NEW WAY OF LIFE PO BOX 875288 LOS ANGELES CA 90087 NONE PC SUSAN BARTON, HONORARIUM 1000 SISTERS UNCHAINED PO BOX 3000902 JAMAICA PLAIN MA 02130 NONE PC HONORARIUM GABRIELLA P CELESTIN 1000 TRANSFORMATIONAL PRISON PROJECT 50 MILK STREET BOSTON MA 02109 NONE PC HONORARIUM ARMAND COLEMAN AND TRANSFORMATIONAL PRISON PROJECT 21000 UP TOGETHER PO BOX 71363 OAKLAND CA 94612 NONE PC GENERAL 1000 YMCA OF GREATER PORTLAND 4610 SE BELMONT STREET PORTLAND OR 97215 NONE PC HONORARIUM, AND FAMILY PRESERVATION PROJECT 21000 114000 0 14 5427 14 15607 18 66268 2022 990PF EXCISE TAX REFUND 01 3638 0 90940 0 90940 0 0 0 0 0 0 0 0 0 0 LORING, WOLCOTT & COOLIDGE TRUST LLC 1011 1011 0 PART VIII LINE 1(B) 990PF STATEMENTPART VIII OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERSHOURS 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. 1205 APPLE INC 5499 228890 1000 ALPHABET INC CL A 11083 132530 655 FISERV INC 8936 85550 245 INTUIT 14374 140008 430 MASTERCARD INC 22764 177947 847 STARBUCKS CORP 31703 84107 665 NIKE INC CLASS B 33513 73330 410 AMERICAN TOWER CORP 41082 85600 435 DANAHER CORP SHS 30095 97140 335 NXP SEMICONDUCTORS 28428 68367 205 ADOBE SYSTEMS INC 41018 125257 185 VISA INC 15084 47486 680 AMAZON.COM 65402 99341 150 ROPER INDUSTRIES INC 41280 80738 395 SALESFORCE.COM 60923 99501 433 MICROSOFT CORP 54293 164068 330 PAYCOM SOFTWARE INC 67276 59948 185 STRYKER CORP 40670 54821 295 BROADRIDGE FINACIAL SOLUTIONS 50278 57177 135 COSTCO WHOLESALE CORP NEW 44357 80020 705 TRADE DESK INC 49466 49674 95 THERMO FISHER SCIENTIFIC INC 43945 47097 195 NVIDIA CORP 24965 91202 175 LOWES COMPANIES 40007 34795 190 VEEVA SYSTEMS 40600 33119 145 VERALTO CORPORATION 3972 11201 230 WEX INC 40150 40613 7,046.505 DOMINI INTERNATIONAL OPPORT FUND AT COST 70519 69619 COMMONWEALTH OF MASS PC FILING FEE 35 0 35 ANNUAL CORPORATE REPORT FOR MASS 15 0 15 2022 990PF EXCISE TAX REFUND 3638 3638 LWC FIDUCIARY ADVISORS 19740 19740 0 LORING, WOLCOTT & COOLIDGE TRUST LLC TAX PREP 2200 0 2200 THE PHILANTHROPIC INITIATIVE 1102 0 1102 FOREIGN TAXES 264 264 0