HARRIET H NICOL CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARRIET H NICOL CHARITABLE FOUNDATION (EIN 84-3968467)
- Tax period
- 2020-03-11 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349106134
- Schema version
- 2020v4.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:00:17-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-03-11 | 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 | 2021-11-12 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,364,565 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,831,172 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,258 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,258 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $786,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,906 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,944,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,664 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $19,990 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,997 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,992 | 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 | $4,665 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $225 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $225 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,121 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,121 | 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 | $336 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $336 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,337 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,992 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,337 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,992 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,758,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,985 | 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 EOY | $204,477 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,477 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $102,395 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $104,760 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $3,444,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,048,630 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $6,205 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,697 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $3,758,007 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,364,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $3,758,007 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,758,007 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,758,007 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $3,758,499 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,758,499 | SubtotalAmt |
| Other Decreases | $492 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,758,007 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (126 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 350. AT&T, INC | 2019-08-02 | 2020-04-23 | $10,325 | $11,876 | -$1,551 | -$1,551 | |
| 4000. AETNA, INC 7.25% 08/15/2023 | 2019-08-02 | 2020-04-29 | $4,526 | $4,672 | -$146 | -$146 | |
| 50. APPLE INC | 2020-02-05 | 2020-11-23 | $5,706 | $4,010 | $1,696 | $1,696 | |
| 500. ASTRAZENECA PLC - SPONS ADR | 2019-08-02 | 2020-04-23 | $25,273 | $22,110 | $3,163 | $3,163 | |
| 5000. BEAM SUNTORY INC 8.625% 11/15/2021 | 2019-08-02 | 2020-04-29 | $5,258 | $5,578 | -$320 | -$320 | |
| 5000. CIGNA CORP 7.65% 03/01/2023 | 2019-08-02 | 2020-04-30 | $5,569 | $5,810 | -$241 | -$241 | |
| 18. CIGNA CORP NEW | 2019-08-02 | 2020-04-23 | $3,318 | $2,983 | $335 | $335 | |
| 5000. CNA FINANCIAL CORP 7.25% 11/15/2023 | 2019-08-02 | 2020-04-29 | $5,576 | $5,878 | -$302 | -$302 | |
| 100. CARRIER GLOBAL CORP | 2019-08-02 | 2020-11-23 | $3,860 | $2,239 | $1,621 | $1,621 | |
| 85. CARRIER GLOBAL CORP | 2020-02-19 | 2020-11-23 | $3,281 | $2,224 | $1,057 | $1,057 | |
| 215. CIMAREX ENERGY CO | 2020-04-24 | 2020-08-26 | $6,019 | $7,714 | -$1,695 | -$1,695 | |
| 60. CIMAREX ENERGY CO | 2019-08-02 | 2020-08-26 | $1,680 | $2,834 | -$1,154 | -$1,154 | |
| 5000. CINCINNATI FINANCIAL CORP 6.92% 05/15/20 | 2019-08-02 | 2020-04-29 | $6,208 | $6,495 | -$287 | -$287 | |
| 5000. COMERICA BANK 7.875% 09/15/2026 | 2019-08-02 | 2020-04-29 | $6,000 | $6,479 | -$479 | -$479 | |
| 4000. DOW CAPITAL BV 8.64% 06/01/2022 | 2019-08-02 | 2020-04-29 | $4,508 | $4,589 | -$81 | -$81 | |
| 250. EXXON MOBIL CORP | 2019-08-02 | 2020-04-23 | $10,846 | $18,056 | -$7,210 | -$7,210 | |
| 250. EXXON MOBIL CORP | 2019-08-02 | 2020-05-13 | $10,440 | $18,056 | -$7,616 | -$7,616 | |
| 250. EXXON MOBIL CORP | 2019-08-02 | 2020-08-26 | $10,028 | $18,056 | -$8,028 | -$8,028 | |
| 5000. HSBC HOLDINGS PLC- ADR 7.35% 11/27/2032 | 2019-08-02 | 2020-04-30 | $6,388 | $6,841 | -$453 | -$453 | |
| 10000. HANOVER INSURANCE GROUP 7.625% 10/15/202 | 2019-08-02 | 2020-04-29 | $11,596 | $12,411 | -$815 | -$815 | |
| 5000. HARTFORD FIN'L SERVICES GROUP 5.95% 10/1 | 2019-08-02 | 2020-04-29 | $6,392 | $6,472 | -$80 | -$80 | |
| 75. HEXCEL CORP | 2019-08-02 | 2020-08-26 | $2,956 | $6,005 | -$3,049 | -$3,049 | |
| 100. HEXCEL CORP | 2020-04-24 | 2020-08-26 | $3,941 | $5,172 | -$1,231 | -$1,231 | |
| 5000. HOUSEHOLD FINANCE CORP 7.625% 05/17/2032 | 2019-08-02 | 2020-04-29 | $5,464 | $6,383 | -$919 | -$919 | |
| 350. INTERNATIONAL BUSINESS MACHINES | 2019-08-02 | 2020-04-23 | $42,025 | $52,259 | -$10,234 | -$10,234 | |
| 5000. KANSAS CITY MO SPL OBLG EAST VLG PROJ-SER A 4.875% 04/15/2028-20 | 2019-08-02 | 2020-04-29 | $4,783 | $5,129 | -$346 | -$346 | |
| 20000. LIBERTY DEV CORP NY REVENUE 5.25% 10/01/ | 2019-08-02 | 2020-04-29 | $23,436 | $27,043 | -$3,607 | -$3,607 | |
| 6000. LUBRIZOL CORPORATION 7.25% 06/15/2025 | 2019-08-02 | 2020-04-29 | $7,441 | $7,437 | $4 | $4 | |
| 25000. GA GAS REVENUE MAIN STREET NATURAL GAS I | 2019-08-02 | 2020-04-29 | $25,000 | $27,201 | -$2,201 | -$2,201 | |
| 50. MCCORMICK & CO - NON-VOTING SHARES | 2020-05-13 | 2020-08-26 | $10,278 | $8,401 | $1,877 | $1,877 | |
| 250. MICROSOFT CORP | 2019-08-02 | 2020-04-23 | $43,052 | $34,183 | $8,869 | $8,869 | |
| 500. MICROSOFT CORP | 2019-08-02 | 2020-05-13 | $89,303 | $68,365 | $20,938 | $20,938 | |
| 250. MICROSOFT CORP | 2019-08-02 | 2020-08-26 | $55,144 | $34,183 | $20,961 | $20,961 | |
| 500. MICROSOFT CORP | 2019-08-02 | 2020-11-23 | $105,144 | $68,365 | $36,779 | $36,779 | |
| 15000. MISSOURI ST DEV FIN BRD 5.2% 03/15/2029 | 2019-08-02 | 2020-04-29 | $17,590 | $19,109 | -$1,519 | -$1,519 | |
| 200. NATIONAL OILWELL VARCO INC | 2019-08-02 | 2020-08-26 | $2,374 | $4,432 | -$2,058 | -$2,058 | |
| 250. NATIONAL OILWELL VARCO INC | 2020-04-24 | 2020-08-26 | $2,967 | $4,575 | -$1,608 | -$1,608 | |
| 5000. VERIZON NEW ENGLAND INC 7.875% 11/15/202 | 2019-08-02 | 2020-04-29 | $6,188 | $6,713 | -$525 | -$525 | |
| 65. NORDSTROM INC | 2019-08-02 | 2020-04-24 | $1,167 | $2,013 | -$846 | -$846 | |
| .5 OTIS WORLDWIDE CORP | 2020-02-05 | 2020-04-06 | $22 | $40 | -$18 | -$18 | |
| 42. OTIS WORLDWIDE CORP | 2020-02-19 | 2020-11-23 | $2,829 | $3,294 | -$465 | -$465 | |
| 50. OTIS WORLDWIDE CORP | 2019-08-02 | 2020-11-23 | $3,368 | $3,357 | $11 | $11 | |
| 5000. PHELPS DODGE CORP 6.125% 03/15/2034 | 2019-08-02 | 2020-04-29 | $4,677 | $5,175 | -$498 | -$498 | |
| 5000. PHILIP MORRIS COS INC 7.75% 01/15/2027 | 2019-08-02 | 2020-04-29 | $6,059 | $6,316 | -$257 | -$257 | |
| 150. PROCTER & GAMBLE CO | 2019-08-02 | 2020-04-23 | $17,821 | $17,458 | $363 | $363 | |
| 100. PROCTER & GAMBLE CO | 2019-08-02 | 2020-05-13 | $11,393 | $11,639 | -$246 | -$246 | |
| 75. PROCTER & GAMBLE CO | 2019-08-02 | 2020-08-26 | $10,389 | $8,729 | $1,660 | $1,660 | |
| 25. PROCTER & GAMBLE CO | 2019-08-02 | 2020-11-23 | $3,470 | $2,910 | $560 | $560 | |
| 10000. PRUDENTIAL FINANCIAL INC 5.75% 07/15/203 | 2019-08-02 | 2020-04-29 | $12,541 | $12,611 | -$70 | -$70 | |
| 2000. RIO TINTO FIN USA LTD 7.125% 07/15/2028 | 2019-08-02 | 2020-04-29 | $2,728 | $2,715 | $13 | $13 | |
| 5000. RSA INSURANCE GROUP PLC 8.95% 10/15/2029 | 2019-08-02 | 2020-04-29 | $5,958 | $6,880 | -$922 | -$922 | |
| 5000. PACTIV LLC 7.95% 12/15/2025 | 2019-08-02 | 2020-04-29 | $5,125 | $5,475 | -$350 | -$350 | |
| 5000. ANADARKO HOLDING CO. 7.5% 10/15/2026 | 2019-08-02 | 2020-04-29 | $3,477 | $5,964 | -$2,487 | -$2,487 | |
| 15. UNITED PARCEL SERVICE-CL B | 2020-02-19 | 2020-08-26 | $2,384 | $1,604 | $780 | $780 | |
| 60. UNITED PARCEL SERVICE-CL B | 2019-08-02 | 2020-08-26 | $9,536 | $7,032 | $2,504 | $2,504 | |
| 25. UNITED PARCEL SERVICE-CL B | 2020-02-19 | 2020-11-23 | $4,145 | $2,673 | $1,472 | $1,472 | |
| 10000. U S TREASURY NOTES 2% 07/31/2020 | 2019-08-02 | 2020-07-31 | $10,000 | $10,009 | -$9 | -$9 | |
| 250. VERIZON COMMUNICATIONS, INC | 2019-08-02 | 2020-04-23 | $14,413 | $13,883 | $530 | $530 | |
| 250. VERIZON COMMUNICATIONS, INC | 2019-08-02 | 2020-05-13 | $13,658 | $13,883 | -$225 | -$225 | |
| 250. VERIZON COMMUNICATIONS, INC | 2019-08-02 | 2020-08-26 | $14,835 | $13,883 | $952 | $952 | |
| .0593 VIATRIS INC | 2020-02-05 | 2020-11-18 | $1 | $1 | |||
| 75. CHUBB LIMITED | 2019-08-02 | 2020-04-23 | $7,866 | $11,375 | -$3,509 | -$3,509 | |
| 25. CHUBB LIMITED | 2019-08-02 | 2020-11-23 | $3,731 | $3,792 | -$61 | -$61 | |
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,479 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,906 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,487 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,487 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,487 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,240 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $753 | OverpaymentAmt |
| Applied To ES Tax | $753 | 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 | $9,995 |
| ROBERT G BANNISH | ||||||
| RHB INC 50 CONGRESS ST SUITE 900 | BOSTON | MA | 02109 | TRUSTEE | 1 | $9,995 |
| 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 | $3,575,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $439,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,015,113 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,015,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,954,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,363 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,363 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,487 | TotalTaxAmt |
| Distributable Before Adj | $158,876 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $158,876 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $158,876 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,992 | 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 | $174,992 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $174,992 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,876 | 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 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,992 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $158,876 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,116 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,116 | 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 | $16,116 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $16,116 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| THE CHESTNUT HILL SCHOOL | |||||||
| 428 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | PC | GENERAL PURPOSES | $25,000 | |
| THE WINSOR SCHOOL | |||||||
| 103 PILGRIM ROAD | BOSTON | MA | 02215 | PC | GENERAL PURPOSES | $25,000 | |
| BRYN MAWR COLLEGE | |||||||
| 101 NORTH MERION AVENUE | BRYN MAWR | PA | 19010 | PC | GENERAL PURPOSES | $25,000 | |
| THE MADEIRA SCHOOL | |||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | PC | GENERAL PURPOSES | $25,000 | |
| FOUNTAIN HOUSE | |||||||
| 425 W 47TH STREET | NEW YORK | NY | 10036 | PC | GENERAL PURPOSES | $10,000 | |
| SPENCE CHAPIN SERVICES | |||||||
| 410 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | SPECIAL NEEDS ADOPTION | $10,000 | TO FAMILIES AND CHILDREN |
| SAINT IGNATIUS OF ANTIOCH | |||||||
| 552 W END AVENUE | NEW YORK | NY | 10024 | PC | BATHROOM FACILITY | $10,000 | EPISCOPAL CHURCH |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| 815 2ND AVENUE | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $10,000 | |
| EPISCOPAL CHARITIES OF THE DIOCESE | |||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | PC | BULK PAYING PROGRAM | $10,000 | OF NEW YORK |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,000 | 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 | $6,258 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,500 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,906 | 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 | $113,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,664 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|---|
| ESTATE OF HARRIET NICOL | ||||||||
| 1 | C/O RICE HEARD BIGELOW INC | 50 CONGRESS ST SUITE 900 | BOSTON | MA | 02109 | $3,022,572 | Yes (X) | |
| ESTATE OF HARRIET NICOL | ||||||||
| 2 | C/O RICE HEARD BIGELOW INC | 50 CONGRESS STREET SUITE 900 | BOSTON | MA | 02109 | $808,600 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SEE STATEMENT ATTACHED | NoncashPropertyDesc |
| Fair Market Value | $3,022,572 | FairMarketValueAmt |
| Received | 2020-03-31 | ReceivedDt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - INCOME (ALLOCABLE | CategoryTxt |
| Legal Fees | $4,665 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 12/31/2020 DIVIDENDS RECEIVED IN 2021 | $490 |
| ROUNDING | $2 |
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 | $336 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $336 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $225 | Amt |
| Net Investment Income | $225 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF HARRIET NICOL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O RICE HEARD BIGELOW INC | AddressLine1Txt |
| Address Line2 | 50 CONGRESS STREET SUITE 900 | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,121 | Amt |
| Net Investment Income | $1,121 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments