2024-05-14T19:01:17-05:00 2023-12-31 208251930 FIDUCIARY TAX RESOURCES LLC 1000 GREENWICH AVENUE WARWICK RI 02886 990PF 2023-01-01 046677641 NBT CHARITABLE TRUST NBT 6175236800 50 CONGRESS ST STE 832 BOSTON MA 021094017 RICHARD K NICHOLS TRUSTEE 6175236800 2024-05-14 true false NEIL FRADIN CPA P00001674 4017398400 2024-05-14 2023 2023-04-26 12:10:37Z X 5063706 115583 109356 536254 903971 536254 0 651837 645610 24408 13424 10983 0 0 0 0 0 0 1164 1164 0 0 2147 2147 0 564 564 0 0 0 0 0 0 0 311 276 35 28594 15428 0 13165 482500 482500 511094 15428 0 495665 140743 630182 0 35326 60415 60415 0 0 0 1077696 1045168 1045440 1488379 1629594 3957851 0 2601401 2735177 5063706 0 X 2601401 2735177 2601401 2735177 2601401 2735177 2601401 140743 2764 2744908 9731 2735177 200. APPLE INC 2011-08-23 2023-04-10 32296 2653 29643 29643 700. INTEL CORP 2009-03-17 2023-04-10 22729 10394 12335 12335 750. NOVARTIS AG SPONSORED ADR 2008-10-17 2023-04-10 71502 36753 34749 34749 400. STATE STREET CORP 1991-02-05 2023-04-10 30864 1968 28896 28896 . JPMORGAN ADR SECURITIES LITIGATION 2023-04-11 4 4 4 200. APPLE INC 2011-08-23 2023-05-16 34387 2653 31734 31734 100. AUTOMATIC DATA PROCESSING INC 2007-03-07 2023-05-16 21257 3820 17437 17437 100. CATERPILLAR INC 2009-03-17 2023-05-16 20936 2674 18262 18262 300. COCA COLA CO 1988-02-01 2023-05-16 18999 713 18286 18286 200. EXPEDITORS INTL WASH INC 2007-03-07 2023-05-16 22253 8944 13309 13309 250. MERCK & CO INC 1983-02-01 2023-05-16 29104 540 28564 28564 100. NOVO NORDISK AS SPONS ADR 2021-04-16 2023-05-16 16790 7204 9586 9586 100. PEPSICO INC 1994-04-25 2023-05-16 19360 1681 17679 17679 100. PROCTER & GAMBLE CO 1981-03-12 2023-05-16 15661 306 15355 15355 500. RTX CORPORATION 2010-06-11 2023-05-16 47745 18723 29022 29022 580. WARNER BROS DISCOVERY INC CL A 2018-12-31 2023-05-16 7047 16149 -9102 -9102 200. APPLE INC 2011-08-23 2023-08-30 37476 2653 34823 34823 100. CATERPILLAR INC 2009-03-17 2023-08-30 28204 2674 25530 25530 300. CISCO SYSTEMS INC 2017-07-12 2023-08-30 17046 9386 7660 7660 700. COCA COLA CO 1988-02-01 2023-08-30 42274 1665 40609 40609 300. EXPEDITORS INTL WASH INC 2007-03-07 2023-08-30 35390 13416 21974 21974 100. APPLE INC 2011-08-23 2023-12-07 19478 1327 18151 18151 50. CATERPILLAR INC 2009-03-17 2023-12-07 12860 1337 11523 11523 900. CISCO SYSTEMS INC 2017-07-12 2023-12-07 43366 28159 15207 15207 500. EXPEDITORS INTL WASH INC 2006-08-29 2023-12-07 60131 19445 40686 40686 500. NOVARTIS AG SPONSORED ADR 2008-10-17 2023-12-07 48150 21275 26875 26875 100. SANDOZ GROUP AG SPONS ADR 2008-10-17 2023-12-07 2974 1198 1776 1776 150000. U.S. TREASURY NOTES 1.500% 9/30/24 2019-10-31 2023-12-14 145688 150007 -4319 -4319 536254 8760 0 8760 0 8760 2503 0 0 2503 0 6257 0 0 false false false false false false false true true MA true false false false false true NICHOLS & PRATT LLP 6175236800 50 CONGRESS STREET BOSTON MA 02109 false false false false false false false false false false false false false false false false false false false false false JOSEPH A WHEELOCK III C/O NICHOLS PRATT 50 CONGRESS ST BOSTON MA 02109 TRUSTEE (SEE FOOTNOTE) 2 0 RICHARD K NICHOLS C/O NICHOLS PRATT LLP BOSTON MA 02109 TRUSTEE (SEE FOOTNOTE) 2 24408 ANDRONICA T WHEELOCK C/O NICHOLS PRATT LLP BOSTON MA 02109 TRUSTEE (SEE FOOTNOTE) 2 0 NONE 0 MARI BRENNAN BARRERA 7 TIBBETTS STREET NATICK MA 01760 0 2146 0 NONE NONE 4962225 68343 0 5030568 0 0 5030568 75459 4955109 247755 247755 8760 8760 238995 0 238995 0 238995 495665 0 0 0 0 495665 238995 241226 0 0 0 0 0 0 0 495665 241226 0 0 238995 15444 0 0 15444 0 0 0 0 0 0 0 15444 0 0 0 0 15444 NA NA X BOSTON ARTS ACADEMY 2 CHARLES GATE WEST 5TH FLOOR BOSTON MA 02215 NONE PUBLIC CHARITY SUPPORT FOR ART AND 35000 Groton Hill Music Center 122 OLD AYER ROAD GROTON MA 01450 NONE PUBLIC CHARITY SUPPORT FOR MUSIC 15000 Town of Lincoln Council on Aging c/o Town Offices 6 LINCOLN ROAD LINCOLN MA 01773 NONE PUBLIC CHARITY EMERGENCY ASSISTANCE FUND 2500 Town of Lincoln Parks and Recreation Dep Parks and Recreation Department 16 LINCOLN ROAD Lincoln MA 01773 NONE PUBLIC CHARITY PARKS AND RECREATION 2500 Domestic Violence Services Network Inc PO BOX 536 CONCORD MA 01742 NONE PUBLIC CHARITY DOMESTIC VIOLENCE SERVICES 2500 Boston Explorers 72 MONTGOMERY STREET BOSTON MA 02116 NONE PUBLIC CHARITY SUMMER PROGRAM 20000 Philanthropy Massachusetts Inc 133 FEDERAL STREET SUITE 802 Boston MA 02110 NONE PUBLIC CHARITY SUMMER PROGRAM 50000 West End House Girls Camp 105 ALLSTON STREET ALLSTON MA 02134 NONE PUBLIC CHARITY GIRLS CAMP 22500 Boston Private Industry Council Inc 2 OLIVER STREET 3RD FLOOR BOSTON MA 02109 NONE PUBLIC CHARITY SUMMER LEARNING PROJECT 30000 Courageous Sailing Center for Youth Inc 197 8TH STREET BOSTON MA 02129 NONE PUBLIC CHARITY STEPS TO LEAD PROGRAM 50000 WriteBoston 2300 WASHINGTON STREET 6TH FLOOR BOSTON MA 02119 NONE PUBLIC CHARITY SUMMER JOURNALISM INSTITUTE 15000 CURE ALZHEIMER'S FUND 34 WASHINGTON STREET SUITE 310 WELLESLEY MA 02481 NONE PUBLIC CHARITY CURE ALZHEIMER'S FUND 100000 CODMAN COMMUNITY FARMS INC 58 CODMAN ROAD LINCOLN MA 017733714 NONE PUBLIC CHARITY EDUCATION DEPT AND 50TH 35000 THE DISCOVERY MUSEUM 177 MAIN STREET ACTON MA 01720 NONE PUBLIC CHARITY CHILDREN'S PROGRAMS 100000 Town of Lincoln Council on Aging c/o Town Offices 16 LINCOLN ROAD Lincoln MA 01773 NONE PUBLIC CHARITY RENTAL ASSISTANCE PROGRAM 2500 482500 14 115583 18 536254 651837 651837 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1164 1164 TJX COS INC 44625 112572 COCA COLA CO 4756 117860 CVS HEALTH CORP 80492 94752 MCCORMICK & CO INC 31227 54736 PEPSICO INC 15126 152856 PROCTER & GAMBLE CO. 2752 131886 MASTERCARD INC CL A 44490 213255 STATE STREET CORP JOHNSON & JOHNSON 2112 156740 MERCK & CO INC 2160 109020 NOVARTIS AG SPONSORED ADR NOVO NORDISK AS SPONS ADR 38792 144830 CATERPILLAR INC 9358 103485 EXPEDITORS INTL WASH INC FASTENAL CO 34563 103632 APPLE INC 19900 288795 AUTOMATIC DATA PROCESSING INC 34383 209673 FISERV INC 13198 199260 INTEL CORP QUALCOMM INC 65474 108473 VERIZON COMMUNICATIONS 97637 94250 KINDER MORGAN INC 138031 141402 AMAZON.COM INC 38216 121552 ALPHABET INC CL C 76798 225488 CISCO SYSTEMS INC SOUTHERN COMPANY 66443 105180 ALCON INC 34695 54684 ACCENTURE PLC CL A 39764 87728 INTUIT INC 33250 93755 MICROSOFT CORP 89452 188020 AT&T INC 51610 40272 MEDTRONIC PLC 64102 61785 RAYTHEON TECH CORP ECOLAB INC 38980 39670 IQVIA HOLDINGS INC 53983 57845 ORGANON & CO GLOBAL PAYMENTS INC 80684 63500 WARNER BROS DISCOVERY INC CL A WOODSIDE ENERGY GROUP LTD SPON 45740 42180 THERMO FISHER SCIENTIFIC INC 52758 53079 WATERS CORP 28812 32923 RENTOKIL INITIAL PLC SPONS ADR 48530 42915 ASPEN TECHNOLOGY INC 48956 55038 AIR PRODUCTS & CHEMICALS INC 57745 54760 1045168 1045440 KINDER MORGAN ROC ADJUSTMENT 8838 ROUNDING 9 FED TREA POSTED IN 2024 TAXED IN 2023 347 2023 PURCHASED ACCRUED INT ADJ 537 MA PC FILING FEE 35 0 35 MISC BANK FEES 213 213 0 ADR FEES 63 63 0 2022 PURCHASED ACCRUED INT ADJ 2383 FED TREA POSTED IN 2023 TAXED IN 2022 381 PROFESSIONAL FEES 2147 2147 FOREIGN TAXES 564 564 0