HARRIET H NICOL CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARRIET H NICOL CHARITABLE FOUNDATION (EIN 84-3968467)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202531359349101528
- Schema version
- 2024v5.1
- 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 | 2025-05-15T11:01:27-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,291,932 | 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 | $10,689 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,689 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,253 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $345,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,990 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $168,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,932 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,753 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,688 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,065 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | 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 | $2,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,048 | 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 | $424 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $389 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,675 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $201,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $201,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,675 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,315 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $157,257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $162,424 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,975 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,975 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $940,637 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $973,082 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $900,454 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,332,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,206,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,895,641 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $361,662 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $400,990 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $351,861 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,797,022 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,724,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,291,932 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,797,022 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,724,602 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,797,022 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,724,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,797,022 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,724,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,797,022 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $705 | OtherIncreasesAmt |
| Subtotal | $3,729,503 | SubtotalAmt |
| Other Decreases | $4,901 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,724,602 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 40. ALPHABET INC CLASS C | 2023-05-17 | 2024-02-07 | $5,872 | $4,875 | $997 | $997 | |
| 10. ALPHABET INC CLASS C | 2020-05-13 | 2024-02-07 | $1,468 | $670 | $798 | $798 | |
| 25. ALPHABET INC CLASS C | 2020-05-13 | 2024-05-01 | $4,197 | $1,676 | $2,521 | $2,521 | |
| 50. AMAZON.COM INC | 2021-05-19 | 2024-02-07 | $8,523 | $8,045 | $478 | $478 | |
| 25. AMERICAN EXPRESS CO | 2020-02-05 | 2024-02-07 | $5,218 | $3,342 | $1,876 | $1,876 | |
| 40. AMERICAN EXPRESS CO | 2020-02-05 | 2024-05-01 | $9,316 | $5,057 | $4,259 | $4,259 | |
| 225. ANHEUSER-BUSCH INBEV SPN ADR | 2021-02-17 | 2024-02-07 | $14,701 | $18,486 | -$3,785 | -$3,785 | |
| 25. APPLE INC | 2023-05-17 | 2024-11-06 | $5,591 | $4,304 | $1,287 | $1,287 | |
| 15. AUTOMATIC DATA PROCESSING | 2019-08-02 | 2024-05-01 | $3,776 | $2,455 | $1,321 | $1,321 | |
| 15. AUTOMATIC DATA PROCESSING | 2019-08-02 | 2024-11-06 | $4,577 | $2,455 | $2,122 | $2,122 | |
| 40. BIOGEN INCORPORATED | 2020-04-24 | 2024-08-07 | $8,006 | $11,757 | -$3,751 | -$3,751 | |
| 100. CLOROX CO | 2020-02-19 | 2024-08-07 | $14,506 | $16,119 | -$1,613 | -$1,613 | |
| 10. DANAHER CORP | 2023-11-15 | 2024-05-01 | $2,487 | $2,093 | $394 | $394 | |
| 10. DANAHER CORP | 2021-11-17 | 2024-05-01 | $2,487 | $2,743 | -$256 | -$256 | |
| 100. WALT DISNEY CO | 2019-08-02 | 2024-05-01 | $11,166 | $14,108 | -$2,942 | -$2,942 | |
| 25. ECOLAB INC | 2021-08-18 | 2024-05-01 | $5,678 | $5,419 | $259 | $259 | |
| 25. ECOLAB INC | 2021-05-19 | 2024-11-06 | $6,135 | $5,272 | $863 | $863 | |
| 35. EXXON MOBIL CORP | 2019-08-02 | 2024-05-01 | $4,093 | $2,528 | $1,565 | $1,565 | |
| 35. F5, INC | 2022-11-16 | 2024-11-06 | $8,421 | $4,963 | $3,458 | $3,458 | |
| 75. FORTIVE CORPORATION | 2021-05-19 | 2024-05-01 | $5,703 | $5,101 | $602 | $602 | |
| 40. JOHNSON & JOHNSON | 2020-08-26 | 2024-05-01 | $6,063 | $5,977 | $86 | $86 | |
| 75. MCCORMICK & CO - NON-VOTING SHARES | 2021-08-18 | 2024-11-06 | $5,739 | $6,481 | -$742 | -$742 | |
| 25. MICROSOFT CORP | 2019-08-02 | 2024-02-07 | $10,339 | $3,418 | $6,921 | $6,921 | |
| 10. MICROSOFT CORP | 2019-08-02 | 2024-05-01 | $4,005 | $1,367 | $2,638 | $2,638 | |
| 15. MICROSOFT CORP | 2019-08-02 | 2024-11-06 | $6,285 | $2,051 | $4,234 | $4,234 | |
| 60. NEXTERA ENERGY INC | 2022-11-16 | 2024-11-06 | $4,459 | $5,074 | -$615 | -$615 | |
| 50. NORTHERN TRUST CORP | 2019-08-02 | 2024-11-06 | $5,260 | $4,672 | $588 | $588 | |
| 50. RTX CORPORATION | 2020-04-24 | 2024-08-07 | $5,708 | $3,157 | $2,551 | $2,551 | |
| 50. RTX CORPORATION | 2020-04-24 | 2024-11-06 | $6,063 | $3,157 | $2,906 | $2,906 | |
| 125. SHELL PC | 2020-04-24 | 2024-05-01 | $8,904 | $6,312 | $2,592 | $2,592 | |
| 449.183 ROYCE SMALL-CAP FUND - INVT SHS | 2023-12-14 | 2024-05-01 | $4,132 | $4,052 | $80 | $80 | |
| 350.817 ROYCE SMALL-CAP FUND - INVT SHS | 2019-08-02 | 2024-05-01 | $3,228 | $3,154 | $74 | $74 | |
| 300. ROYCE SMALL-CAP FUND - INVT SHS | 2019-08-02 | 2024-11-06 | $3,138 | $2,697 | $441 | $441 | |
| 25. SALESFORCE, INC | 2020-08-26 | 2024-02-07 | $7,239 | $6,758 | $481 | $481 | |
| 200. SPDR FINANCIAL SECTOR ETF | 2021-02-17 | 2024-05-01 | $8,150 | $5,856 | $2,294 | $2,294 | |
| 75. SPDR FINANCIAL SECTOR ETF | 2020-08-26 | 2024-11-06 | $3,694 | $1,999 | $1,695 | $1,695 | |
| 25. TJX COMPANIES INC | 2020-08-26 | 2024-11-06 | $2,875 | $1,335 | $1,540 | $1,540 | |
| 750. TEMPLETON GLOBAL BOND FD | 2019-08-02 | 2024-11-06 | $5,108 | $7,361 | -$2,253 | -$2,253 | |
| 50. TRAVELERS COS INC | 2019-08-02 | 2024-05-01 | $10,747 | $7,331 | $3,416 | $3,416 | |
| 25. UNITED PARCEL SERVICE-CL B | 2022-11-16 | 2024-11-06 | $3,356 | $4,424 | -$1,068 | -$1,068 | |
| 10000. U S TREASURY BONDS 7.5% 11/15/2024 | 2019-08-02 | 2024-11-15 | $10,000 | $12,930 | -$2,930 | -$2,930 | |
| 15000. U S TREASURY NOTES 2.25% 10/31/2024 | 2019-08-02 | 2024-10-31 | $15,000 | $15,423 | -$423 | -$423 | |
| 75. VANGUARD INTL GROWTH FD - ADMIRAL SHS | 2021-12-16 | 2024-11-06 | $8,644 | $10,305 | -$1,661 | -$1,661 | |
| 35. VANGUARD DOMESTIC SMALL-CAP ETF | 2020-02-05 | 2024-05-01 | $7,600 | $5,888 | $1,712 | $1,712 | |
| 20. VANGUARD DOMESTIC SMALL-CAP ETF | 2020-08-26 | 2024-11-06 | $5,005 | $3,164 | $1,841 | $1,841 | |
| 78. VERALTO CORPORATION | 2023-05-17 | 2024-08-07 | $8,192 | $4,487 | $3,705 | $3,705 | |
| 250. VERIZON COMMUNICATIONS, INC | 2019-08-02 | 2024-05-01 | $9,868 | $13,883 | -$4,015 | -$4,015 | |
| 35. ALLEGION PLC | 2021-05-19 | 2024-05-01 | $4,312 | $4,545 | -$233 | -$233 | |
| 15. ACCENTURE PLC CLASS A | 2020-05-13 | 2024-02-07 | $5,509 | $2,698 | $2,811 | $2,811 | |
| 25. CHUBB LIMITED | 2019-08-02 | 2024-05-01 | $6,281 | $3,792 | $2,489 | $2,489 | |
| 15. CHUBB LIMITED | 2019-08-02 | 2024-08-07 | $4,004 | $2,275 | $1,729 | $1,729 | |
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,653 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,990 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,186 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,204 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,204 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $982 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | $15,377 |
| ROBERT G BANNISH | ||||||
| RHB INC 1 FEDERAL ST FL 25 | BOSTON | MA | 02110 | TRUSTEE | 1 | $15,376 |
| 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 | $4,169,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,381,409 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,381,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,315,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,784 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,186 | TotalTaxAmt |
| Distributable Before Adj | $213,598 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $213,598 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $213,598 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,315 | 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 | $225,315 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,598 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,116 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,391 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,073 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,380 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,315 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $213,598 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,717 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $149,097 | 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 | $149,097 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,116 | ExcessFromYear4Amt |
| Excess From Year3 | $56,800 | ExcessFromYear3Amt |
| Excess From Year2 | $46,391 | ExcessFromYear2Amt |
| Excess From Year1 | $18,073 | ExcessFromYear1Amt |
| Excess From Current Year | $11,717 | 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 |
|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL USA | ||||||
| 311 WEST 43RD STREET | NEW YORK | NY | 10036 | PC | GENERAL OPERATING FUND | $8,000 |
| APPALACHIAN TRAIL CONSERVANCY | ||||||
| 799 W WASHINGTON STREET | HARPERS FERRY | WV | 25425 | PC | GENERAL SUPPORT | $8,000 |
| BRYN MAWR COLLEGE | ||||||
| 101 NORTH MERION AVENUE | BRYN MAWR | PA | 19010 | PC | HARRIET NICOL ENDOWED | $40,000 |
| THE CHESTNUT HILL SCHOOL | ||||||
| 428 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | PC | AV EQUIPMENT | $20,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $5,000 |
| EPISCOPAL CHARITIES OF NEW YORK | ||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | PC | BULK BUYING PROGRAM FOR | $12,000 |
| EPISCOPAL RELIEF AND DEVELOPMENT | ||||||
| 815 2ND AVENUE | NEW YORK | NY | 10017 | PC | SUPPORT OF THE AHLI ARAB | $5,000 |
| FOUNTAIN HOUSE | ||||||
| 425 W 47TH STREET | NEW YORK | NY | 10036 | PC | GENERAL PURPOSES | $10,000 |
| FRONTIER NURSING UNIVERSITY | ||||||
| 2050 LEXINGTON ROAD | VERSAILLES | KY | 40383 | PC | GENERAL PURPOSES | $8,000 |
| WNET (THIRTEEN) | ||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $3,000 |
| THE MADEIRA SCHOOL | ||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | PC | REBUILDING OF THE STABLES | $35,000 |
| SPENCE-CHAPIN SERVICES | ||||||
| 410 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | SPECIAL NEEDS ADOPTION | $12,000 |
| THE WINSOR SCHOOL | ||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | PC | SCHOOL'S ANNUAL FUND | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $201,000 | 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 | $10,689 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,253 | 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 | $57,990 | 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 | $168,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,932 | 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 | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (6 entries)
| DescDesc | AmtAmt |
|---|---|
| 12/31/2024 DIVIDENDS RECEIVED IN 2025 | $197 |
| RETURN OF CAPITAL ADJ - TEMPLETON GLOBAL | $4,219 |
| BXP DIV ALLOCATION FOR 2023 & 2024 | $231 |
| 12/31/2023 GLOBE TAX PAID IN 2024 | $3 |
| RETURN OF CAPITAL ADJ - BLACKSTONE INC | $114 |
| 2024 ACCRUED INTEREST | $137 |
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 | $424 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $389 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $1 |
| 12/31/2023 DIVIDENDS RECEIVED IN 2024 | $528 |
| 12/31/2023 INTEREST RECEIVED IN 2024 | $172 |
| 12/31/2024 GLOBE TAX PAID IN 2025 | $4 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,048 | $2,048 | $0 |
| FEDERAL ESTIMATES - INCOME | $131 | $0 | $0 |
Comments