2024-10-09T13:57:17-05:00 2023-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2023-01-01 266140808 AUGUSTONE FOUNDATION UAGR DTD 121107 CHRISTOPHER D BLAU ET AL TRUSTEES AUGU 6175236531 LWC 230 CONGRESS ST 12FL BOSTON MA 02110 CHRISTOPHER D BLAU TRUSTEE 6175236531 2024-05-28 1 1 MICHAEL STEINBERG P00200478 6175236531 2024-05-28 2023 2024-10-15 13:58:12Z X 3204824 X X 44191 44191 72432 167602 72432 116623 116623 0 0 0 28633 25833 2800 5839 839 0 35 0 35 34507 26672 2835 94000 94000 128507 26672 96835 -11884 89951 28 365 365 31000 77000 77000 1261430 1206191 3127459 1292458 1283556 3204824 0 0 X 1691 1691 0 0 1290767 1281865 1292458 1283556 1292458 1283556 1292458 -11884 2982 1283556 0 1283556 PUBLICLY TRADED STOCK 2023-01-01 2023-12-31 6764 5273 1491 1491 PUBLICLY TRADED STOCK 2022-01-01 2023-12-31 155303 87790 67513 67513 PUBLICLY TRADED STOCK 2022-01-01 2023-12-31 5535 2107 3428 3428 72432 1250 0 1250 0 1250 7336 0 0 0 7336 X 0 6086 6086 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A LORING WOLCOTT COOLIDGE TR LLC 6175236531 230 CONGRESS ST BOSTON MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WENDY S BLAU C/O LWC 230 CONGRESS ST 12TH FL BOSTON MA 02110 TRUSTEE 1.00 0 0 0 CHRISTOPHER D BLAU C/O LWC 230 CONGRESS ST 12TH FL BOSTON MA 02110 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2891377 88008 0 2979385 0 0 2979385 44691 2934694 146735 146735 1250 1250 145485 0 145485 0 145485 96835 0 96835 145485 52451 0 0 96835 52451 0 0 44384 0 0 0 0 0 0 0 0 101101 0 0 0 WENDY S BLAU CHRISTOPHER D BLAU X THE MUTT SCOUTS 325 W WASHINGTON ST STE 2 SAN DIEGO CA 92103 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 CASA DEL HERRERO 1387 E VALLEY ROAD MONTECITO CA 93108 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 COMMUNITY ENVIRONMENTAL COUNCIL PO BOX 90660 SANTA BARBARA CA 93190 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 DIRECT RELIEF 6100 WALLACE BECKNELL ROAD SANTA BARBARA CA 93117 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 FRIENDS OF BOCA GRANDE COMMUNITY CENTER 131 FIRST STREET WEST BOCA GRANDE FL 33921 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 INDIGENOUS EDUCATION FOUNDATION OF TANZANIA PO BOX 474 PINE BLUFFS WY 82082 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 KIDNEY DONOR ATHLETES 110 16TH STREET STE 1400 DENVER CO 80202 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 MONTECITO TRAILS FOUNDATION PO BOX 5481 SANTA BARBARA CA 93150 NONE PUBLIC CHARITY GENERAL PURPOSE 500 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN STREET LANDER WY 82520 NONE PUBLIC CHARITY GENERAL PURPOSE 500 POSITIVE TRACKS 35 SOUTH MAIN STREET HANOVER NH 03755 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 SANTA BARBARA BICYCLE COALITION PO BOX 92047 SANTA BARBARA CA 93190 NONE PUBLIC CHARITY GENERAL PURPOSE 500 SANTA BARBARA COTTAGE HOSPITAL FOUNDATION PO BOX 689 SANTA BARBARA CA 93102 NONE PUBLIC CHARITY GENERAL PURPOSE 15000 SANTA BARBARA FOUNDATION 1111 CHAPALA ST STE 200 SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 SANTA BARBARA LAND TRUST 1530 CHAPALA ST STE A SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 SANTA BARBARA MIDDLE SCHOOL 1321 ALAMEDA PADRE SERRA SANTA BARBARA CA 93103 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA CA 93105 NONE PUBLIC CHARITY GENERAL PURPOSE 2500 SCHOLARHSIP FOUNDATION OF SANTA BARBARA PO BOX 3620 SANTA BARBARA CA 93130 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 THE ANIMAL PAD 4620 AVACADO BLVD LA MESA CA 91941 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE ARLINGTON VA 22203 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 UNITY SHOPPE 1207 STATE STREET SANTA BARBARA CA 93101 NONE PUBLIC CHARITY GENERAL PURPOSE 500 94000 0 14 44191 18 72432 0 116623 0 116623 1 N/A 0 0 0 0 0 0 0 0 0 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 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. 950 ALPHABET INC CLASS A 79495 132706 950 ABBOTT LABORATORIES 32129 104567 125 ADOBE SYSTEMS INC 58360 74575 800 AMAZON.COM 40007 121552 500 AMERICAN TOWER CORP 54046 107940 1100 APPLE INC 4667 211783 450 DANAHER CORP SHS BEN INT 12725 104103 2150 EOG RESOURCES 133691 260043 1000 FISERV INC 40775 132840 675 HEINEKEN HOLDING NV 29838 57571 250 INTUIT 14370 156258 475 MASTERCARD INC 10043 202592 950 MICROSOFT CORP 22496 357238 1025 NXP SEMICONDUCTORS 17854 235422 1350 PHILIP MORRIS INTERNATIONAL 105170 127008 550 QUALCOMM INC 33453 79547 125 SERVICENOW INC 56026 88311 200 STRYKER CORP 11212 59892 125 THERMO FISHER SCIENTIFIC INC 64501 66349 650 TJX COMPANIES INC 9426 60977 700 WEX INC 125907 136185 8744 KATE FARMS INC SERIES C PREFERRED STOCK 250000 250000 FILING FEE FOR MASS PC 35 0 35 BOOK TAX ADJ - TIMING DIFFERENCE 2982 LWC FIDUCIARY ADVISORS 25833 25833 0 LORING, WOLCOTT & COOLIDGE TAX PREP 2800 0 2800 FOREIGN TAXES 839 839 0 FEDERAL EXCISE TAX 5000 0 0