HARRIET H NICOL CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HARRIET H NICOL CHARITABLE FOUNDATION (EIN 84-3968467)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202331359349100348
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T08:00:28-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042804696 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICE HEARD & BIGELOW INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERAL ST FL 25 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843968467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIET H NICOL CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 6172271782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RHB INC 1 FEDERAL ST FL 25 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH M ALLEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172271782 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | ALLEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY J MURPHY | PreparerPersonNm |
| PTIN | P00735933 | PTIN |
| Phone | 6172271782 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,035,738 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,269 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,269 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $96,260 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,260 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $287,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,157 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $148,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,686 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,742 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,186 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,557 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,313 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,913 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $173 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $39,753 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,607 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $238,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $238,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $260,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$129,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,064 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $151,996 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,321 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,321 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $429,640 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $560,420 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $493,379 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,506,085 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,494,159 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,752,494 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,205 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $784,127 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $669,543 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,093,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,959,028 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,035,738 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,093,926 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,959,028 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,093,926 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,959,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,093,926 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,959,028 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,093,926 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$129,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,224 | OtherIncreasesAmt |
| Subtotal | $3,966,083 | SubtotalAmt |
| Other Decreases | $7,055 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,959,028 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50. APPLE INC | 2020-05-13 | 2022-02-16 | $8,629 | $3,819 | $4,810 | $4,810 | |
| 25. AUTOMATIC DATA PROCESSING | 2020-02-19 | 2022-08-17 | $6,514 | $4,537 | $1,977 | $1,977 | |
| 15. AUTOMATIC DATA PROCESSING | 2020-02-05 | 2022-11-16 | $3,810 | $2,680 | $1,130 | $1,130 | |
| 25. BOSTON PROPERTIES INC | 2020-04-24 | 2022-05-18 | $2,737 | $2,207 | $530 | $530 | |
| 20. CLOROX CO | 2021-02-17 | 2022-05-18 | $2,917 | $3,748 | -$831 | -$831 | |
| 30. CLOROX CO | 2021-02-17 | 2022-08-17 | $4,466 | $5,622 | -$1,156 | -$1,156 | |
| 75. COLGATE PALMOLIVE CO | 2020-08-26 | 2022-05-18 | $5,669 | $5,916 | -$247 | -$247 | |
| 175. COLGATE PALMOLIVE CO | 2020-08-26 | 2022-08-17 | $14,356 | $12,849 | $1,507 | $1,507 | |
| 150. COLGATE PALMOLIVE CO | 2020-05-13 | 2022-11-16 | $11,412 | $10,387 | $1,025 | $1,025 | |
| 150. EXXON MOBIL CORP | 2019-08-02 | 2022-02-16 | $11,713 | $10,834 | $879 | $879 | |
| 25. EXXON MOBIL CORP | 2019-08-02 | 2022-11-16 | $2,810 | $1,806 | $1,004 | $1,004 | |
| 65. GENERAL MILLS INC | 2021-11-17 | 2022-11-16 | $5,159 | $4,103 | $1,056 | $1,056 | |
| 35. JOHNSON & JOHNSON | 2021-02-17 | 2022-05-18 | $6,140 | $5,801 | $339 | $339 | |
| 50. JOHNSON & JOHNSON | 2021-02-17 | 2022-08-17 | $8,381 | $7,897 | $484 | $484 | |
| 25. JOHNSON & JOHNSON | 2020-04-24 | 2022-11-16 | $4,345 | $3,856 | $489 | $489 | |
| 75. MCCORMICK & CO - NON-VOTING SHARES | 2021-08-18 | 2022-02-16 | $7,402 | $6,590 | $812 | $812 | |
| 15. MCDONALD'S CORP | 2021-08-18 | 2022-08-17 | $4,000 | $3,578 | $422 | $422 | |
| 20. MCDONALD'S CORP | 2020-02-05 | 2022-11-16 | $5,468 | $4,288 | $1,180 | $1,180 | |
| 50. MICROSOFT CORP | 2019-08-02 | 2022-02-16 | $15,009 | $6,837 | $8,172 | $8,172 | |
| 35. MICROSOFT CORP | 2019-08-02 | 2022-08-17 | $10,185 | $4,786 | $5,399 | $5,399 | |
| 50. NOVARTIS AG-SPONSORED ADR | 2020-02-19 | 2022-05-18 | $4,375 | $4,869 | -$494 | -$494 | |
| 100. NOVARTIS AG-SPONSORED ADR | 2020-02-19 | 2022-08-17 | $8,515 | $9,599 | -$1,084 | -$1,084 | |
| 75. NUTRIEN LTD | 2020-02-05 | 2022-05-18 | $7,582 | $3,772 | $3,810 | $3,810 | |
| 25. PEPSICO INC | 2021-08-18 | 2022-11-16 | $4,466 | $3,916 | $550 | $550 | |
| 35. PROCTER & GAMBLE CO | 2019-08-02 | 2022-02-16 | $5,549 | $4,073 | $1,476 | $1,476 | |
| 50. RAYTHEON TECHNOLOGIES CORP | 2020-02-19 | 2022-05-18 | $4,613 | $4,404 | $209 | $209 | |
| 125. RAYTHEON TECHNOLOGIES CORP | 2020-02-19 | 2022-08-17 | $11,867 | $9,738 | $2,129 | $2,129 | |
| 75. RAYTHEON TECHNOLOGIES CORP | 2020-04-24 | 2022-11-16 | $7,084 | $4,852 | $2,232 | $2,232 | |
| 300. THE ROYCE FUNDS PENNSYLVANIA MUTUAL FUND | 2020-02-19 | 2022-08-17 | $2,589 | $2,838 | -$249 | -$249 | |
| 190. 3M CO | 2020-05-13 | 2022-08-17 | $27,993 | $26,981 | $1,012 | $1,012 | |
| 25. TRAVELERS COS INC | 2021-08-18 | 2022-11-16 | $4,532 | $3,990 | $542 | $542 | |
| 25. UNION PACIFIC CORP | 2021-08-18 | 2022-05-18 | $5,613 | $5,648 | -$35 | -$35 | |
| 5000. U S TREASURY BONDS 7.625% 11/15/2022 | 2019-08-02 | 2022-11-15 | $5,000 | $5,944 | -$944 | -$944 | |
| 10000. U S TREASURY NOTES 2.125% 12/31/2022 | 2019-08-02 | 2022-12-31 | $10,000 | $10,152 | -$152 | -$152 | |
| 15. VANGUARD DOMESTIC SMALL-CAP ETF | 2020-02-19 | 2022-08-17 | $3,047 | $2,552 | $495 | $495 | |
| 200. VERIZON COMMUNICATIONS, INC | 2019-08-02 | 2022-08-17 | $9,040 | $11,106 | -$2,066 | -$2,066 | |
| .7 WOODSIDE ENERGY GROUP LTD SPONSORED ADR | 2022-06-03 | 2022-06-13 | $16 | $15 | $1 | $1 | |
| 180. WOODSIDE ENERGY GROUP LTD SPONSORED ADR | 2022-06-03 | 2022-08-17 | $3,951 | $3,874 | $77 | $77 | |
| 40. CHUBB LIMITED | 2019-08-02 | 2022-02-16 | $8,177 | $6,067 | $2,110 | $2,110 | |
| 15. CHUBB LIMITED | 2019-08-02 | 2022-05-18 | $3,100 | $2,275 | $825 | $825 | |
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P | |||||
| CAPITAL GAIN DIVIDENDS | $9,732 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,157 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,919 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,919 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,196 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,196 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,277 | OverpaymentAmt |
| Applied To ES Tax | $2,277 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICE HEARD & BIGELOW INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172271782 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FEDERAL ST FL 25 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SARAH M ALLEN | ||||||
| RHB INC 1 FEDERAL ST FL 25 | BOSTON | MA | 02110 | TRUSTEE | 1 | $14,371 |
| ROBERT G BANNISH | ||||||
| RHB INC 1 FEDERAL ST FL 25 | BOSTON | MA | 02110 | TRUSTEE | 1 | $14,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,143,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,388,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,388,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,322,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $216,135 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $216,135 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,919 | TotalTaxAmt |
| Distributable Before Adj | $214,216 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,216 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,216 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $260,607 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $260,607 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,116 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,800 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $72,916 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $260,607 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,391 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $119,307 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $119,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $16,116 | ExcessFromYear2Amt |
| Excess From Year1 | $56,800 | ExcessFromYear1Amt |
| Excess From Current Year | $46,391 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL | |||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 10036 | PC | GENERAL OPERATING FUND | $10,000 | |
| THE CHESTNUT HILL SCHOOL | |||||||
| 428 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | PC | REVITALIZE THE SCHOOL'S | $35,000 | |
| BRYN MAWR COLLEGE | |||||||
| 101 NORTH MERION AVENUE | BRYN MAWR | PA | 19010 | PC | HARRIET NICOL ENDOWED | $50,000 | |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| 815 SECOND AVENUE | NEW YORK | NY | 10017 | PC | HAITI EARTHQUAKE RECOVERY | $5,000 | |
| FOUNTAIN HOUSE | |||||||
| 425 W 47TH STREET | NEW YORK | NY | 10036 | PC | GENERAL PURPOSES | $5,000 | |
| FRONTIER NURSING UNIVERSITY | |||||||
| 2050 LEXINGTON ROAD | VERSAILLES | KY | 40383 | PC | GENERAL PURPOSES | $10,000 | |
| MADEIRA SCHOOL | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | PC | SCHOOL'S DEBT RELIEF | $40,000 | |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PC | GENERAL PURPOSES | $10,000 | FEDERATION OF AMERICA INC |
| SAINT IGNATIUS OF ANTIOCH | |||||||
| 552 WEST END AVENUE | NEW YORK | NY | 10024 | PC | FOR REPAIRS TO THE CHURCH'S | $15,000 | EPISCOPAL CHURCH |
| NATIONAL TRUST FOR SCOTLAND | |||||||
| 4 SOUTH MARKET STREET | BOSTON | MA | 02109 | PC | BURNS ONLINE ACCESS PROJECT | $5,000 | FOUNDATION USA |
| THE WINSOR SCHOOL | |||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | PC | SCHOOL'S ANNUAL FUND | $35,000 | |
| WNET (THIRTEEN) | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $3,000 | |
| SPENCE-CHAPIN SERVICES | |||||||
| 410 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | SPECIAL NEEDS ADOPTION | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $238,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,269 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,260 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,157 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $148,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,686 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $1,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 12/31/2022 DIVIDENDS RECEIVED IN 2023 | $411 |
| ROUNDING | $7 |
| RETURN OF CAPITAL ADJ - TEMPLETON GLOBAL | $5,907 |
| RETURN OF CAPITAL ADJ - BOSTON PROPERTIE | $452 |
| 12/31/2022 INTEREST RECEIVED IN 2023 | $278 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $298 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $173 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 ACCRUED INTEREST | $364 |
| 12/31/2021 DIVIDENDS RECEIVED IN 2022 | $707 |
| 12/31/2022 GLOBE TAX ON ALLEGION PLC | $1 |
| 12/31 LOSS ON SALE OF US TREA NOTE-2023 | $152 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,913 | $1,913 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,204 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $4,196 | $0 | $0 |
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