2024-05-13T20:01:14-05:00 2023-12-31 208251930 FIDUCIARY TAX RESOURCES LLC 1000 GREENWICH AVENUE WARWICK RI 02886 990PF 2023-01-01 043545090 THE KATHARINE BRADFORD FOUNDATION BRAD 6175236800 C/O NICHOLS PRATT 50 CONGRESS ST BOSTON MA 021094017 PATRICIA D POPOV TRUSTEE 6175236800 2024-04-29 true false NEIL FRADIN CPA P00001674 4017398400 2024-04-29 2023 2023-04-26 12:10:37Z X 7261819 160267 154440 407498 842618 407498 0 567765 561938 44721 24597 20125 0 0 0 0 0 0 1164 1164 0 0 0 0 1797 1797 0 0 0 0 0 0 0 1340 465 875 49022 28023 0 21000 300000 300000 349022 28023 0 321000 218743 533915 0 414339 348427 354549 0 0 0 1309094 1381565 1373012 2905265 3110321 5534258 0 4628698 4840313 7261819 0 X 4628698 4840313 4628698 4840313 4628698 4840313 4628698 218743 1517 4848958 8645 4840313 200000. U.S. TREASURY NOTES 2.625% 2/28/23 2018-07-02 2023-02-28 200000 199313 687 687 25000. U.S. TREASURY NOTES 0.125% 3/31/23 2022-05-05 2023-03-31 25000 25000 1500. INTEL CORP 2011-06-01 2023-05-17 43365 33165 10200 10200 1000. MERCK & CO INC 1977-08-18 2023-05-17 114344 1416 112928 112928 1400. NOVARTIS AG SPONSORED ADR 2009-06-30 2023-05-17 141767 55978 85789 85789 2450. UNILEVER PLC SPONS ADR 2020-04-06 2023-05-17 131702 68533 63169 63169 967. WARNER BROS DISCOVERY INC CL A 2021-05-05 2023-05-17 12087 28266 -16179 -16179 . JPMORGAN ADR SECURITIES LITIGATION 2023-06-12 1 1 1 . JPMORGAN ADR SECURITIES LITIGATION 2023-06-12 9 9 9 1000. EXPEDITORS INTL WASH INC 2004-05-25 2023-11-06 111844 22600 89244 89244 600. MERCK & CO INC 1977-08-18 2023-11-06 62499 849 61650 61650 407498 7421 0 7421 0 7421 4144 0 0 4144 0 3277 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 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 PATRICIA D POPOV 50 CONGRESS ST BOSTON MA 02109 TRUSTEE (SEE FOOTNOTE) 1 22361 THOMAS E BATOR 50 CONGRESS ST BOSTON MA 02109 TRUSTEE (SEE FOOTNOTE) 1 22360 ELIZABETH B BORDEN 50 CONGRESS ST BOSTON MA 02109 TRUSTEE (SEE FOOTNOTE) 1 0 AMANDA D BRADFORD 50 CONGRESS ST BOSTON MA 02109 TRUSTEE (SEE FOOTNOTE) 1 0 NONE 0 NONE 0 6382573 595708 0 6978281 0 0 6978281 104674 6873607 343680 343680 7421 7421 336259 0 336259 0 336259 321000 0 0 0 0 321000 336259 48148 0 0 0 0 0 0 0 321000 48148 0 0 272852 0 0 0 0 0 0 0 0 63407 0 0 0 0 0 0 0 0 X MSPCA-ANGELL 350 SO HUNTINGTON AVE BOSTON MA 02130 NONE PUBLIC CHARITY VET TECHNICIANS 75000 BUDDY DOG HUMANE SOCIETY PO BOX 296 SUDBURY MA 01776 NONE PUBLIC CHARITY CAPITAL CAMPAIGN 75000 THE LITTLE GUILD 285 SHARON GOSHEN TURNPIKE WEST CORNWALL CT 06796 NONE PUBLIC CHARITY CAPITAL CAMPAIGN 75000 CANINE COMPANIONS 286 MIDDLE ISLAND ROAD MEDFORD NY 11763 NONE PUBLIC CHARITY OPERATING EXPENSES 75000 300000 14 160267 18 407498 567765 567765 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1164 1164 TJX COS INC 83746 206382 PROCTOR & GAMBLE CO 78779 201493 UNILEVER PLC SPONS ADR JOHNSON & JOHNSON 137359 235110 MERCK & CO INC 3397 261648 FASTENAL CO 41157 129540 AT & T INC 149823 117460 VERIZON COMMUNICATIONS 189975 150800 MICROSOFT CORP 105509 188020 ASPEN TECHNOLOGY INC 75802 99068 ACCENTURE PLC CL A 101558 228092 AMAZON.COM INC 184479 197522 CVS HEALTH CORP 74456 78960 PEPSICO INC 103590 135872 MASTERCARD INC CL A 165892 213255 IQVIA HOLDINGS INC 146457 185104 MEDTRONIC PLC 157121 123570 NOVARTIS AG SPON ADR EXPEDITORS INT WASH INC APPLE INC 66192 539084 FISERV INC 61524 199260 INTEL CORP INTUIT INC 22684 500024 AIR PRODUCTS & CHEMICALS INC 169280 164280 ECOLAB INC 39536 39670 ALPHABET INC CL C 61605 281860 KINDER MORGAN INC 81401 132300 ABBVIE INC 138709 185964 GLOBAL PAYMENTS INC 69310 63500 THERMO FISHER SCIENTIFIC INC 136203 159237 AUTOMATIC DATE PROCESSING INC 27482 46594 BHP GROUP PLC SPONS ADR 63270 68310 WOODSIDE ENERGY GROUP LTD SPON 60558 51671 ALCON INC 58145 78120 RENTOKIL INITIAL PLC SPONS ADR 128625 127858 QUALCOMM INC 126697 144630 WARNER BROS DISCOVERY INC CL A 1381565 1373012 KINDER MORGAN ROC ADJUSTMENT 8269 ROUNDING 1 FED HERMES TREA POSTED IN 24 TAXED IN 23 375 ADR FEES 407 407 0 MA PC FILING FEE 125 0 125 GUIDESTAR SUBSCRIPTION 750 0 750 MISC BANK FEE 58 58 0 PURCHASED ACCRUED INCOME FROM 2022 1288 FED HERMES TREA POSTED IN 23 TAXED IN 22 229 FOREIGN TAXES 1797 1797 0