HARRIET H NICOL CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARRIET H NICOL CHARITABLE FOUNDATION (EIN 84-3968467)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202241319349103434
- Schema version
- 2021v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Legal 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 | 2022-05-11T11:00:26-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 50 CONGRESS STREET SUITE 900 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 50 CONGRESS ST SUITE 900 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH M ALLEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172271782 | PhoneNum |
| Signature | 2022-05-11 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN T MCQUAID | PreparerPersonNm |
| PTIN | P00010302 | PTIN |
| Phone | 6172271782 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,001,075 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $337,380 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,368 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,368 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $82,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,112 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $221,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $770,614 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $221,589 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $650,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $313,069 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,013 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,503 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,510 | 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 Rev And Expnss | $98 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | 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 | $5,392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,905 | 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 | $612 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $39,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,060 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $271,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $271,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,515 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $339,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $301,699 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $204,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,996 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,996 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $102,395 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $429,640 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $421,259 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,444,929 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,506,085 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,421,530 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,205 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,205 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,290 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,758,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,093,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,001,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,758,007 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,093,926 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,758,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,093,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,758,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,093,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,758,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $339,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $490 | OtherIncreasesAmt |
| Subtotal | $4,098,431 | SubtotalAmt |
| Other Decreases | $4,505 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,093,926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (152 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5. ALPHABET INC CLASS C | 2020-05-13 | 2021-08-18 | $13,736 | $6,705 | $7,031 | $7,031 | |
| 2. ALPHABET INC CLASS C | 2020-05-13 | 2021-11-17 | $5,979 | $2,682 | $3,297 | $3,297 | |
| 3. ALPHABET INC CLASS A | 2019-08-02 | 2021-02-17 | $6,348 | $3,599 | $2,749 | $2,749 | |
| 50. APPLE INC | 2020-02-05 | 2021-02-17 | $6,529 | $4,010 | $2,519 | $2,519 | |
| 50. APPLE INC | 2020-05-13 | 2021-08-18 | $7,342 | $3,819 | $3,523 | $3,523 | |
| 25. APPLE INC | 2020-05-13 | 2021-11-17 | $3,843 | $1,909 | $1,934 | $1,934 | |
| 25. AUTOMATIC DATA PROCESSING | 2020-02-19 | 2021-08-18 | $5,233 | $4,537 | $696 | $696 | |
| 50. BOSTON PROPERTIES INC | 2020-02-05 | 2021-02-17 | $4,612 | $7,067 | -$2,455 | -$2,455 | |
| 25. BOSTON PROPERTIES INC | 2019-08-02 | 2021-05-19 | $2,720 | $3,239 | -$519 | -$519 | |
| 75. BOSTON PROPERTIES INC | 2020-04-24 | 2021-08-18 | $8,476 | $8,717 | -$241 | -$241 | |
| 50. CISCO SYSTEMS INC | 2019-08-02 | 2021-08-18 | $2,755 | $2,673 | $82 | $82 | |
| 35. CISCO SYSTEMS INC | 2020-02-05 | 2021-11-17 | $1,984 | $1,822 | $162 | $162 | |
| 25. WALT DISNEY CO | 2019-08-02 | 2021-02-17 | $4,660 | $3,527 | $1,133 | $1,133 | |
| 25. WALT DISNEY CO | 2019-08-02 | 2021-05-19 | $4,211 | $3,527 | $684 | $684 | |
| 150. EXXON MOBIL CORP | 2019-08-02 | 2021-02-17 | $7,891 | $10,834 | -$2,943 | -$2,943 | |
| 100. EXXON MOBIL CORP | 2019-08-02 | 2021-05-19 | $5,858 | $7,223 | -$1,365 | -$1,365 | |
| 150. EXXON MOBIL CORP | 2019-08-02 | 2021-08-18 | $8,179 | $10,834 | -$2,655 | -$2,655 | |
| 125. EXXON MOBIL CORP | 2019-08-02 | 2021-11-17 | $8,010 | $9,028 | -$1,018 | -$1,018 | |
| 25. META PLATFORMS INC | 2020-02-19 | 2021-08-18 | $8,917 | $5,441 | $3,476 | $3,476 | |
| 15. META PLATFORMS INC | 2020-02-19 | 2021-11-17 | $5,122 | $3,225 | $1,897 | $1,897 | |
| 20. F5, INC | 2019-08-02 | 2021-02-17 | $4,111 | $2,811 | $1,300 | $1,300 | |
| 25. F5, INC | 2021-05-19 | 2021-11-17 | $5,923 | $4,509 | $1,414 | $1,414 | |
| 6626.012 FIDELITY LONG-TERM TREASURY BOND FUND | 2020-02-10 | 2021-02-17 | $97,800 | $94,339 | $3,461 | $3,461 | |
| 373.988 FIDELITY LONG-TERM TREASURY BOND FUND | 2020-12-07 | 2021-02-17 | $5,520 | $5,879 | -$359 | -$359 | |
| 100. ISHARES GLOBAL CLEAN ENERGY | 2020-08-26 | 2021-02-17 | $2,935 | $1,692 | $1,243 | $1,243 | |
| 15. ESTEE LAUDER COMPANIES CL A | 2020-08-26 | 2021-08-18 | $4,800 | $3,251 | $1,549 | $1,549 | |
| 250. MICROSOFT CORP | 2019-08-02 | 2021-02-17 | $60,877 | $34,183 | $26,694 | $26,694 | |
| 100. MICROSOFT CORP | 2019-08-02 | 2021-05-19 | $24,185 | $13,673 | $10,512 | $10,512 | |
| 150. MICROSOFT CORP | 2019-08-02 | 2021-08-18 | $43,836 | $20,510 | $23,326 | $23,326 | |
| 50. MICROSOFT CORP | 2019-08-02 | 2021-11-17 | $16,988 | $6,837 | $10,151 | $10,151 | |
| 25. NESTLE SA-SPONS ADR (SPONSORED ADR REPST | 2021-08-18 | 2021-11-17 | $3,320 | $3,167 | $153 | $153 | |
| 25. NORTHERN TRUST CORP | 2020-02-05 | 2021-05-19 | $2,917 | $2,586 | $331 | $331 | |
| 75. NORTHERN TRUST CORP | 2020-02-05 | 2021-08-18 | $8,631 | $7,759 | $872 | $872 | |
| 50. NORTHERN TRUST CORP | 2020-02-05 | 2021-11-17 | $6,125 | $4,822 | $1,303 | $1,303 | |
| 50. PROCTER & GAMBLE CO | 2019-08-02 | 2021-02-17 | $6,423 | $5,819 | $604 | $604 | |
| 25. PROCTER & GAMBLE CO | 2019-08-02 | 2021-05-19 | $3,405 | $2,910 | $495 | $495 | |
| 25. PROCTER & GAMBLE CO | 2019-08-02 | 2021-11-17 | $3,682 | $2,910 | $772 | $772 | |
| 1188.869 THE ROYCE FUNDS PENNSYLVANIA MUTUAL FUND | 2020-02-05 | 2021-02-17 | $13,565 | $11,259 | $2,306 | $2,306 | |
| 661.131 THE ROYCE FUNDS PENNSYLVANIA MUTUAL FUND | 2020-12-10 | 2021-02-17 | $7,544 | $6,618 | $926 | $926 | |
| 900. THE ROYCE FUNDS PENNSYLVANIA MUTUAL FUND | 2020-02-05 | 2021-05-19 | $10,557 | $8,523 | $2,034 | $2,034 | |
| 1250. THE ROYCE FUNDS PENNSYLVANIA MUTUAL FUND | 2020-02-19 | 2021-08-18 | $14,488 | $11,829 | $2,659 | $2,659 | |
| 500. THE ROYCE FUNDS PENNSYLVANIA MUTUAL FUND | 2020-02-19 | 2021-11-17 | $6,380 | $4,730 | $1,650 | $1,650 | |
| 50. 3M CO | 2019-08-02 | 2021-02-17 | $8,837 | $8,569 | $268 | $268 | |
| 35. 3M CO | 2020-02-05 | 2021-05-19 | $7,066 | $5,671 | $1,395 | $1,395 | |
| 75. 3M CO | 2020-02-19 | 2021-08-18 | $14,766 | $12,013 | $2,753 | $2,753 | |
| 35. TIFFANY & CO | 2019-08-02 | 2021-01-07 | $4,603 | $3,185 | $1,418 | $1,418 | |
| 25. UNITED PARCEL SERVICE-CL B | 2020-04-24 | 2021-05-19 | $5,337 | $2,482 | $2,855 | $2,855 | |
| 10000. U S TREASURY NOTES 2% 05/31/2021 | 2019-08-02 | 2021-05-31 | $10,000 | $10,044 | -$44 | -$44 | |
| 100. VANGUARD INTL GROWTH FD - ADMIRAL SHS | 2020-12-17 | 2021-02-17 | $17,887 | $11,781 | $6,106 | $6,106 | |
| 35. VANGUARD INTL GROWTH FD - ADMIRAL SHS | 2020-02-19 | 2021-05-19 | $5,515 | $3,780 | $1,735 | $1,735 | |
| 25. VANGUARD INTL GROWTH FD - ADMIRAL SHS | 2020-02-19 | 2021-11-17 | $4,240 | $2,700 | $1,540 | $1,540 | |
| 100. VANGUARD FTSE ALL WORLD EX-US ETF SMALL | 2020-11-23 | 2021-02-17 | $12,848 | $11,537 | $1,311 | $1,311 | |
| 50. VANGUARD FTSE ALL WORLD EX-US ETF SMALL | 2020-02-05 | 2021-11-17 | $6,913 | $5,485 | $1,428 | $1,428 | |
| 50. VANGUARD DOMESTIC SMALL-CAP ETF | 2020-02-19 | 2021-05-19 | $10,773 | $8,506 | $2,267 | $2,267 | |
| 50. VANGUARD DOMESTIC SMALL-CAP ETF | 2020-02-19 | 2021-08-18 | $10,905 | $8,506 | $2,399 | $2,399 | |
| 25. VANGUARD DOMESTIC SMALL-CAP ETF | 2020-02-19 | 2021-11-17 | $5,885 | $4,253 | $1,632 | $1,632 | |
| 150. VERIZON COMMUNICATIONS, INC | 2019-08-02 | 2021-02-17 | $8,558 | $8,330 | $228 | $228 | |
| 50. VERIZON COMMUNICATIONS, INC | 2019-08-02 | 2021-05-19 | $2,832 | $2,777 | $55 | $55 | |
| 150. VERIZON COMMUNICATIONS, INC | 2019-08-02 | 2021-08-18 | $8,329 | $8,330 | -$1 | -$1 | |
| 50. VERIZON COMMUNICATIONS, INC | 2019-08-02 | 2021-11-17 | $2,581 | $2,777 | -$196 | -$196 | |
| 49.5723 VIATRIS INC | 2020-02-05 | 2021-02-17 | $914 | $797 | $117 | $117 | |
| 43.4277 VIATRIS INC | 2020-08-26 | 2021-02-17 | $801 | $683 | $118 | $118 | |
| 70. VONTIER CORP | 2020-05-13 | 2021-02-17 | $2,298 | $1,497 | $801 | $801 | |
| 50. VONTIER CORP | 2020-02-05 | 2021-02-17 | $1,641 | $1,379 | $262 | $262 | |
| 25. XILINX | 2020-04-24 | 2021-02-17 | $3,498 | $2,221 | $1,277 | $1,277 | |
| 50. XILINX | 2020-04-24 | 2021-08-18 | $7,118 | $4,442 | $2,676 | $2,676 | |
| 175. XILINX | 2020-05-13 | 2021-11-17 | $37,881 | $14,283 | $23,598 | $23,598 | |
| 15. ZOETIS INC | 2021-05-19 | 2021-11-17 | $3,334 | $2,560 | $774 | $774 | |
| 25. ACCENTURE PLC CLASS A | 2020-02-05 | 2021-02-17 | $6,466 | $5,303 | $1,163 | $1,163 | |
| 15. ACCENTURE PLC CLASS A | 2019-08-02 | 2021-05-19 | $4,197 | $2,887 | $1,310 | $1,310 | |
| 25. ACCENTURE PLC CLASS A | 2019-08-02 | 2021-08-18 | $8,156 | $4,812 | $3,344 | $3,344 | |
| 10. ACCENTURE PLC CLASS A | 2019-08-02 | 2021-11-17 | $3,722 | $1,925 | $1,797 | $1,797 | |
| 35. CHUBB LIMITED | 2019-08-02 | 2021-02-17 | $5,811 | $5,308 | $503 | $503 | |
| 25. CHUBB LIMITED | 2019-08-02 | 2021-05-19 | $4,119 | $3,792 | $327 | $327 | |
| 50. CHUBB LIMITED | 2019-08-02 | 2021-08-18 | $9,262 | $7,584 | $1,678 | $1,678 | |
| 25. CHUBB LIMITED | 2019-08-02 | 2021-11-17 | $4,801 | $3,792 | $1,009 | $1,009 | |
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,303 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $221,589 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,990 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,990 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,204 | 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 | Yes (true) | 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 | 50 CONGRESS ST SUITE 900 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | false | 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 50 CONGRESS ST SUITE 900 | BOSTON | MA | 02109 | TRUSTEE | 1 | $15,007 |
| ROBERT G BANNISH | ||||||
| RHB INC 50 CONGRESS ST SUITE 900 | BOSTON | MA | 02109 | TRUSTEE | 1 | $15,006 |
| 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 | $4,545,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $377,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,922,921 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,922,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,844 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,849,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $242,454 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $242,454 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,194 | TotalTaxAmt |
| Distributable Before Adj | $238,260 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $238,260 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $238,260 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,060 | 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 | $295,060 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $238,260 | 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 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,116 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $238,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,800 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $72,916 | 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 | $72,916 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $16,116 | ExcessFromYear1Amt |
| Excess From Current Year | $56,800 | 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 |
|---|---|---|---|---|---|---|---|
| WNET (THIRTEEN) | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL PURPOSES | $3,000 | |
| AMNESTY INTERNATIONAL USA | |||||||
| PO BOX 98233 | WASHINGTON | DC | 200908233 | PC | GENERAL OPERATING FUND | $16,000 | |
| EPISCOPAL CHARITIES OF NEW YORK | |||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | PC | BULK BUYING FEEDING PROGRAM | $12,000 | |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| 815 SECOND AVENUE | NEW YORK | NY | 10017 | PC | EARLY CHILDHOOD DEVELOPMENT | $10,000 | |
| FRONTIER NURSING UNIVERSITY | |||||||
| 2050 LEXINGTON ROAD | VERSAILLES | KY | 40383 | PC | GENERAL PURPOSES | $15,000 | |
| FOUNTAIN HOUSE | |||||||
| 425 W 47TH STREET | NEW YORK | NY | 10036 | PC | GENERAL PURPOSES | $10,000 | |
| ST IGNATIUS OF ANTIOCH | |||||||
| 552 WEST END AVENUE | NEW YORK | NY | 10024 | PC | AUDIOVISUAL TECHNOLOGY IN | $20,000 | EPISCOPAL CHURCH |
| THE NATIONAL TRUST FOR SCOTLAND | |||||||
| 4 SOUTH MARKET STREET | BOSTON | MA | 02109 | PC | CONSERVATION AND REPAIRS ON | $10,000 | FOUNDATION USA |
| CHESTNUT HILL SCHOOL | |||||||
| 428 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | PC | ROBOTICS AND CODING PROGRAM | $35,000 | |
| SPENCE-CHAPIN SERVICES | |||||||
| 410 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | SPECIAL NEEDS ADOPTION | $15,000 | |
| THE MADIERA SCHOOL | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | PC | STEAM CENTER | $40,000 | |
| BRYN MAWR COLLEGE | |||||||
| 101 NORTH MERION AVENUE | BRYN MAWR | PA | 19010 | PC | HARRIET NICOL ENDOWED | $50,000 | |
| 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 | $271,000 | 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 | $9,368 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,112 | 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 | $221,589 | 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 | $313,069 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $313,069 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF HARRIET NICOL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O RICE HEARD BIGELOW INC | AddressLine1Txt |
| Address Line2 | 50 CONGRESS ST SUITE 900 | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $337,380 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | CategoryTxt |
| Legal Fees | $98 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $6 |
| RETURN OF CAPITAL ADJ - TEMPLETON GLOBAL | $3,072 |
| RETURN OF CAPITAL ADJ - LM BRANDYWINE | $203 |
| RETURN OF CAPITAL ADJ - BOSTON PROPERTIE | $153 |
| 2021 ACCRUED INTEREST | $364 |
| 12/31/2021 DIVIDENDS RECEIVED IN 2022 | $707 |
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 | $612 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 12/31/2020 DIVIDENDS RECEIVED IN 2021 | Desc |
| Amt | $490 | Amt |
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 | $1,905 | $1,905 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,240 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $1,247 | $0 | $0 |
Comments