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 562341579 NBT II FOUNDATION JH3540 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 17894369 379004 355404 826281 1965170 826281 0 1205285 1181685 80610 44336 36275 0 0 0 0 0 0 1239 1239 0 0 12407 12407 0 0 0 0 0 0 0 0 475 350 125 94731 45925 0 48807 430000 430000 524731 45925 0 478807 680554 1135760 0 194518 439296 445072 0 0 0 3519820 3904145 3890770 6496314 6523684 13558527 0 10210652 10867125 17894369 0 X 10210652 10867125 10210652 10867125 10210652 10867125 10210652 680554 13523 10904729 37604 10867125 500. APPLE INC 2013-12-18 2023-04-10 80739 9734 71005 71005 2000. COCA COLA CO 2013-12-18 2023-04-10 124759 79080 45679 45679 1500. NOVARTIS AG SPONSORED ADR 2013-12-18 2023-04-10 143005 101725 41280 41280 500. PEPSICO INC 2013-12-18 2023-04-10 91417 40391 51026 51026 500. PROCTER & GAMBLE CO 2013-12-18 2023-04-10 75174 40725 34449 34449 200. LINDE PLC 2018-10-31 2023-04-10 71465 32691 38774 38774 . JPMORGAN ADR SECURITIES LITIGATION 2023-04-11 33 33 33 500. COCA COLA CO 2013-12-18 2023-06-26 30531 19770 10761 10761 1000. EXPEDITORS INTL WASH INC 2013-12-18 2023-06-26 116245 42695 73550 73550 500. JOHNSON & JOHNSON 2013-12-18 2023-06-26 81939 45608 36331 36331 500. NOVARTIS AG SPONSORED ADR 2013-12-18 2023-06-26 49782 33908 15874 15874 500. PEPSICO INC 2013-12-18 2023-06-26 92265 40391 51874 51874 500. SOUTHERN COMPANY 2018-04-11 2023-06-26 35737 22148 13589 13589 1209. WARNER BROS DISCOVERY INC CL A 2018-11-09 2023-06-26 14340 36609 -22269 -22269 200. LINDE PLC 2018-10-31 2023-06-26 74058 32691 41367 41367 500. APPLE INC 2013-12-18 2023-08-30 93690 9734 83956 83956 500. AUTOMATIC DATA PROCESSING INC 2013-12-18 2023-08-30 127200 34208 92992 92992 200. CATERPILLAR INC 2013-12-18 2023-08-30 56408 17511 38897 38897 1500. COCA COLA CO 2013-12-18 2023-08-30 90588 59310 31278 31278 1000. FASTENAL CO 2015-05-04 2023-08-30 57643 21602 36041 36041 1000. NOVARTIS AG SPONSORED ADR 2013-12-18 2023-08-30 101912 67817 34095 34095 1200. PHREESIA INC 2021-11-22 2023-08-30 33780 77337 -43557 -43557 2000. RTX CORPORATION 2013-12-18 2023-08-30 172460 123798 48662 48662 150000. U.S. TREASURY NOTES 2.875% 9/30/23 2018-12-03 2023-09-30 150000 149406 594 594 826281 15787 0 15787 0 15787 12114 0 0 12114 0 3673 0 0 false false false false false false false true true MA true false false false false true Nichols & Pratt LLP 6175236800 50 CONGRESS ST SUITE 832 BOSTON MA 02109 false false false false true false false false false false false false false false false false false false false false false false RICHARD K NICHOLS SEE FOOTNOTE 50 CONGRESS STREET BOSTON MA 02109 TRUSTEE 2 80610 JOSEPH A WHEELOCK III 50 CONGRESS STREET BOSTON MA 02109 TRUSTEE 2 0 ANDRONICA STANLEY-WHEELOCK 50 C0NGRESS STREET BOSTON MA 02109 TRUSTEE 2 0 NONE 0 JEAN WHITNEY 112 WOODRIDGE ROAD WAYLAND MA 01778 PROFESSIONAL SERVICE 5966 MARI BRENNAN BARRERA 7 TIBBETTS STREET NATICK MA 01760 PROFESSIONAL SERVICE 6441 0 16531665 289553 0 16821218 0 0 16821218 252318 16568900 828445 828445 15787 15787 812658 0 812658 0 812658 478807 0 0 0 0 478807 812658 0 0 161350 372699 377783 296325 57056 1265213 478807 0 0 0 478807 0 333851 333851 931362 0 0 0 0 0 0 0 931362 200198 377783 296325 57056 X THE FOOD PROJECT 10 LEWIS STREET LINCOLN MA 01773 NONE PUBLIC CHARITY SUPPORT YOUTH LEADERSHIP 35000 HYDE SQUARE TASK FORCE PO BOX 301871 JAMAICA PLAIN MA 02130 NONE PUBLIC CHARITY GENERAL SUPPORT 40000 BIKES NOT BOMBS 284 AMORY STREET JAMAICA PLAIN MA 02131 NONE PUBLIC CHARITY YOUTH PATHWAYS PROGRAMS 25000 TENACITY INC 38 EVERETT STREET BOSTON MA 02134 NONE PUBLIC CHARITY SUPPORT COLLEGE 35000 YEAR UP GREATER BOSTON 45 MILK STREET 9TH FLOOR BOSTON MA 02109 NONE PUBLIC CHARITY GENERAL SUPPORT 40000 ZUMIX 260 SUMMER STREET BOSTON MA 02128 NONE PUBLIC CHARITY GENERAL SUPPORT 35000 ARTISTS FOR HUMANITY 100 W 2ND STREET BOSTON MA 02127 NONE PUBLIC CHARITY YOUTH ARTS ENTERPRISE 40000 FUTURE CHEFS 305 BLUE HILL AVE BOSTON MA 02121 NONE PUBLIC CHARITY SUPPORT SCHOOL TO CAREER 35000 YOUTHBUILD BOSTON INC 27 CENTRE STREET ROXBURY MA 02119 NONE PUBLIC CHARITY BUILDING TRADES EXPLORATION 40000 SCIENCE CLUB FOR GIRLS 136 MAGAZINE STREET CAMBRIDGE MA 02139 NONE PUBLIC CHARITY GENERAL SUPPORT 35000 PARTNERS FOR YOUTH WITH DISABILITIES 89 SOUTH STREET SUITE 103 BOSTON MA 02111 NONE PUBLIC CHARITY GENERAL SUPPORT 30000 GROTON HILL MUSIC CENTER Ms Lisa Fiorentino CHIEF EXECUTIVE OFFICER GROTON MA 01450 NONE PUBLIC CHARITY GENERAL SUPPORT 10000 BOSTON CHILDERN'S CHORUS 20 OLD COLONY AVENUE 2ND FLOOR BOSTON MA 02127 NONE PUBLIC CHARITY RECRUITMENT INITIATIVE 30000 430000 14 379004 18 826281 1205285 1205285 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1239 1239 TJX COS INC 153021 375240 COCA COLA 237240 353580 CVS HEALTH CORP 340171 410592 MCCORMICK & CO INC 78067 136840 PEPSICO INC 323130 679360 PROCTER & GAMBLE CO 366525 659430 MASTERCARD INC CL A 139594 639765 JOHNSON & JOHNSON 410468 705330 NOVARTIS AG SPONSORED ADR CATERPILLAR INC 113822 384371 EXPEDITORS INTL WASH INC 64043 190800 FASTENAL CO 121808 388620 APPLE INC 107078 1058915 AUTOMATIC DATA PROCESSING INC 205248 698910 CISCO SYSTEM INC 83115 202080 FISERV INC 85028 398520 INTUIT INC 134856 1125054 KINDER MORGAN INC 565504 535886 VERIZON COMM 372197 320450 ALPHABET INC CL C 295201 845580 SOUTHERN CO 110739 175300 ACCENTURE PLC 82425 175455 NOVO NORDISK AS 89995 413800 MICROSOFT CORP 150949 376040 LINDE PLC 179801 451781 AT & T 116929 83900 AMAZON.COM INC 157750 303880 ALCON INC 118741 179676 RAYTHEON IQVIA HOLDINGS INC 197937 208242 GLOBAL PAYMENTS INC 224974 190500 PHREESIA INC QUALCOMM INC 135911 144630 WARNER BROS DISCOVERY INC CL A WOODSIDE ENERGY GROUP LTD 91480 84360 THERMO FISHER SCIENTIFIC INC 167563 159237 WATERS CORP 172874 197538 RENTOKIL INITIAL PLC SPONS ADR 172874 128745 ASPEN TECHNOLOGY INC 156626 176120 3904145 3890770 ROUNDING 5 KINDER MORGAN ROC ADJUSTMENT 33493 FED TREA POSTED IN 2024 TAXED IN 2023 258 2023 PURCHASED ACCRUED INT ADJ 3848 MA PC FILING FEE 125 0 125 MISC BANK FEE 210 210 0 ADR FEE 140 140 0 2022 PURCHASED ACCRUED INT ADJ 11625 FED TREA POSTED IN 2023 TAXED IN 2022 670 FOREIGN TAX RECLAIM 1228 PROFESSIONAL FEES 12407 12407