ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR (EIN 04-6094317)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-30
- IRS object ID
- 202503039349300620
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T08:12:43-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 1 FEDERAL ST FL 25 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046094317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH F BRIGHAM TUW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELIZ | BusinessNameControlTxt |
| Phone | 6172271782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RHB INC 1 FEDERAL ST FL 25 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZACHARY A BOURQUE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172271782 | PhoneNum |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY J MURPHY | PreparerPersonNm |
| PTIN | P00735933 | PTIN |
| Phone | 6172271782 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ZACHARY A BOURQUE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RHB 1 FEDERAL ST FL 25 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $616,173 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1908 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MONETARY SUPPORT TO BRIGHAM & WOMEN'S HOSPITAL, BOSTON, MA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $198,500 | PYInvestmentIncomeAmt |
| CY Investment Income | $305,678 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $198,500 | PYTotalRevenueAmt |
| CY Total Revenue | $305,678 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $199,925 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $199,925 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,535 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,150 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,107 | PYOtherExpensesAmt |
| CY Other Expenses | $6,505 | CYOtherExpensesAmt |
| PY Total Expenses | $245,567 | PYTotalExpensesAmt |
| CY Total Expenses | $242,580 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$47,067 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $63,098 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,313,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,377,593 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,313,814 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,377,593 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE MONETARY SUPPORT TO BRIGHAM & WOMEN'S HOSPITAL, BOSTON, MA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $199,925 | ExpenseAmt |
| Grant | $199,925 | GrantAmt |
| Desc | PURSUANT TO PROBATE COURT JUDGEMENT DTD 8/22/01, PAYMENTS SHALL BE MADE ONLY TO BRIGHAM & WOMEN'S HOSPITAL, BOSTON, AND SHALL BE NO LESS THAN THE NET INCOME OF THE TRUST AND NO MORE THAN 5% OF AVERAGE FMV OF THE TRUST'S ASSETS ON 12/31 FOR THE THREE PRIOR YEARS. | Desc |
| Total Program Service Expenses | $199,925 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (1) | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZACHARY A BOURQUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172271782 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RHB INC 1 FEDERAL ST FL 25 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| ADAM C RUTLEDGE SEE NOTE | |||||
| PART-TIME TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $16,067 |
| STANLEY F SCHLOZMAN | |||||
| PART-TIME TRUSTEE | 0.20 | Yes (X) | $4,017 | $0 | $0 |
| ZACHARY A BOURQUE SEE NOTE | |||||
| PART-TIME TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $16,066 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,017 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,133 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $123,824 | TotalRevenueColumnAmt |
| Exclusion | $123,824 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $492,349 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $310,495 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $181,854 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $181,854 | TotalRevenueColumnAmt |
| Exclusion | $181,854 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $305,678 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $305,678 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,925 | TotalAmt |
| Program Services | $199,925 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,150 | TotalAmt |
| Management And General | $36,150 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $937 | TotalAmt |
| Management And General | $937 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,200 | TotalAmt |
| Management And General | $3,200 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| FOREIGN TAXES | $1,573 | $1,573 |
| ADR INVESTMENT EXPENSE | $425 | $425 |
| BANK CUSTODY FEES | $300 | $300 |
| MASS FORM PC FILING FEE | $70 | $70 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,580 | TotalAmt |
| Program Services | $199,925 | ProgramServicesAmt |
| Management And General | $42,655 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,715 | BOYAmt |
| EOY | $92,855 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,190,099 | BOYAmt |
| EOY | $3,284,737 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,313,814 | BOYAmt |
| EOY | $3,377,593 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,313,814 | BOYAmt |
| EOY | $3,377,593 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,313,814 | BOYAmt |
| EOY | $3,377,593 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,313,814 | BOYAmt |
| EOY | $3,377,593 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $63,098 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $681 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHAM & WOMEN'S HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042312909 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $199,925 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $199,925 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | 0 | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trust Integral Part Test | Yes (X) | TrustIntegralPartTestInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION D, QUESTION 2 | THE ELIZABETH F. BRIGHAM TRUST WAS CREATED UNDER THE LAST WILL AND TESTAMENT OF ELIZABETH F. BRIGHAM, DATED AUGUST 18, 1904. THE TRUSTEES ARE DIRECTED UNDER ARTICLE TWELFTH TO PAY THE NET INCOME OF THE TRUST TO THE ROBERT B. BRIGHAM HOSPITAL FOR INCURABLES, NOW BRIGHAM AND WOMEN'S HOSPITAL. IN 2001, AT THE REQUEST OF THE HOSPITAL, THE TRUSTEES OBTAINED THE PROBATE COURT'S PERMISSION TO DISTRIBUTE A GREATER AMOUNT EACH YEAR, LIMITED TO NO MORE THAN 5% OF THE TRUST'S THREE-YEAR AVERAGE VALUE, TO KEEP PACE WITH THE HOSPITAL'S ONGOING NEEDS. THE TRUSTEES MAINTAIN A CLOSE AND CONTINUING RELATIONSHIP WITH THE HOSPITAL THROUGH REGULAR MEETINGS DURING WHICH THEY DISCUSS THE HOSPITAL'S PROJECTED NEEDS IN THE COMING YEAR. IN ADDITION, THE TRUSTEES PROVIDE THE HOSPITAL'S GIFT PLANNING OFFICE WITH QUARTERLY AND ANNUAL ACCOUNTINGS OF THE TRUST'S ACTIVITY, WHICH INCLUDE NOT ONLY THE TOTAL SUPPORT PROVIDED FOR THE YEAR, BUT ALSO AN ANALYSIS OF THE CASH FLOWS AND A SUMMARY OF THE PRIOR YEAR INVESTMENT PERFORMANCE. THE TRUSTEES ALSO PROVIDE THE GIFT PLANNING OFFICE WITH A COPY OF THE MOST RECENTLY FILED FORM 990. |
| PART IV, SECTION D, QUESTION 3 | AS A RESULT OF THE CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE BRIGHAM & WOMEN'S HOSPITAL, THE TRUSTEES UNDERSTAND THE HOSPITAL'S NEEDS AND MAY CONSIDER SUCH NEEDS IN THE DEVELOPMENT OF A CURRENT AND FUTURE INVESTMENT PLAN FOR THE PURPOSE OF PROVIDING FUNDS TO THE HOSPITAL TO MEET THOSE NEEDS. THE HOSPITAL HAS ABSOLUTE DISCRETION OVER THE DISPOSITION OF THE FUNDS MADE AVAILABLE BY THE TRUST EACH YEAR. |
| PART V, QUESTION 1 | THE ORGANIZATION HAS A HISTORIC AND CONTINUING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION, SATISFIED THE INTEGRAL PART TEST AS A QUALIFYING TRUST ON NOVEMBER 20, 1970, AND CONTINUES TO MEET THE TEST REQUIREMENTS. THE TRUST HAS BEEN IN EXISTENCE SINCE 1908, AND HAS NOT RECEIVED ANY GRANT, CONTRIBUTION, BEQUEST, OR OTHER TRANSFER AFTER ITS CREATION. THE TRUSTEES ARE DIRECTED UNDER ARTICLE TWELFTH OF THE LAST WILL AND TESTAMENT OF ELIZABETH F. BRIGHAM TO PAY THE NET INCOME OF THE TRUST TO THE ROBERT B. BRIGHAM HOPSITAL FOR INCURABLES, NOW BRIGHAM AND WOMEN'S HOSPITAL. IN 2001, AT THE REQUEST OF THE HOSPITAL, THE TRUSTEES OBTAINED THE PROBATE COURT'S PERMISSION TO DISTRIBUTE A GREATER AMOUNT EACH YEAR, LIMITED TO NO MORE THAN 5% OF THE TRUST'S THREE-YEAR AVERAGE VALUE, TO KEEP PACE WITH THE HOSPITAL'S ONGOING NEEDS. ALTHOUGH THE TRUSTEES HAVE DISCRETION TO VARY THE TOTAL AMOUNT DISTRIBUTED WITHIN THIS ARRANGEMENT, THE TRUSTEES CANNOT DISTRIBUTE LESS THAN THE TRUST'S NET INCOME AND CANNOT DISTRIBUTE TO BENEFICIARIES OTHER THAN THE HOSPITAL. AS SUCH, THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO A CHARITABLE PURPOSE. NONE OF THE TRUSTEES WOULD BE A DISQUALIFED PERSON (OTHER THAN AS A FOUNDATION MANAGER) IF THE TRUST WERE A PRIVATE FOUNDATION. FINALLY, THE TRUSTEES MAKE ANNUAL WRITTEN REPORTS TO THE HOSPITAL SETTING FORTH A DETAILED LIST OF THE TRUST'S ASSETS AND THE INCOME PRODUCED BY SUCH ASSETS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHAM & WOMEN'S HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FRANCIS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 042312909 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $199,925 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TO PROVIDE SUPPORT TO HOSPITAL AS REQUIRED BY TRUST INDENTURE. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE TRUSTEES HAVE REGULAR MEETINGS DURING WHICH THEY DISCUSS THE PROJECTED NEEDS OF THE BRIGHAM & WOMEN'S HOSPITAL IN THE COMING YEAR. THE TRUSTEES MAINTAIN RECORDS REGARDING HISTORICAL DISTRIBUTIONS MADE TO THE HOSPITAL, AND USE THESE RECORDS IN THE DETERMINATION OF THE AMOUNT TO DISTRIBUTE IN THE CURRENT YEAR, BUT THEY CANNOT DISTRIBUTE LESS THAN THE TRUST'S NET INCOME AND CANNOT DISTRIBUTE TO BENEFICIARIES OTHER THAN THE HOSPITAL. THE HOSPITAL HAS ABSOLUTE DISCRETION OVER THE DISPOSITION OF THE FUNDS MADE AVAILABLE BY THE TRUST EACH YEAR. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| ADAM C RUTLEDGE | |||
| TRUSTEE | $16,067 | MANAGEMENT FEES PAID TO RICE, HEARD & BIGELOW INC, OF WHICH MR. RUTLEDGE IS A SHAREHOLDER. | 0 |
| ZACHARY A BOURQUE | |||
| TRUSTEE | $16,066 | MANAGEMENT FEES PAID TO RICE, HEARD & BIGELOW INC, OF WHICH MR. BOURQUE IS A SHAREHOLDER. | 0 |
| RICE HEARD & BIGELOW INC | |||
| FIRM PART-OWNED BY TRUSTEE | $3,200 | TAX PREPARATION FEES PAID TO RICE, HEARD & BIGELOW INC, OF WHICH MESSRS. RUTLEDGE AND BOURQUE ARE SHAREHOLDERS. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS PREPARED BY A TAX ACCOUNTANT AND THEN SUBMITTED TO THE TAX DIRECTOR FOR A DETAILED REVIEW AND PREPARER SIGNATURE. THE COMPLETED RETURN IS THEN SUBMITTED TO THE TRUSTEES FOR FURTHER REVIEW, APPROVAL, AND TRUSTEE SIGNATURE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS WERE NOT MADE AVAILABLE TO THE PUBLIC, AS THE TRUST IS FOR THE BENEFIT OF ONLY ONE SUPPORTED ORGANIZATION, BRIGHAM & WOMEN'S HOSPITAL. THE DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST. THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | STANLEY F SCHLOZMAN - 1 HUNTINGTON AVE APT 1401, BOSTON, MA 02116. |
| FORM 990, PART XI, LINE 9: | ACCRUED INTEREST - PRIOR YEAR 681. |
| FORM 990, PART VII, TRUSTEE COMPENSATION | TRUSTEE COMPENSATION OF $32,133 WAS PAID DIRECTLY TO RICE, HEARD & BIGELOW INC, OF WHICH ADAM C RUTLEDGE AND ZACHARY A BOURQUE ARE DIRECTORS, SHAREHOLDERS, AND FULL-TIME EMPLOYEES. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHAM & WOMEN'S HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 FRANCIS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042312909 | EIN |
| Primary Activities | HOSPITAL | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 3 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIGHAM & WOMEN'S HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $199,925 | InvolvedAmt |
| Method Of Amount Determination | REQUIRED BY TRUST INDENTURE | MethodOfAmountDeterminationTxt |