2025-10-30T08:12:43-05:00 2025-06-30 042804696 RICE HEARD & BIGELOW INC 1 FEDERAL ST FL 25 BOSTON MA 02110 990 2024-07-01 046094317 ELIZABETH F BRIGHAM TUW ELIZ 6172271782 RHB INC 1 FEDERAL ST FL 25 BOSTON MA 02110 ZACHARY A BOURQUE TRUSTEE 6172271782 2025-10-30 1 0 GREGORY J MURPHY P00735933 6172271782 2024 2025-03-06 01:10:19Z ZACHARY A BOURQUE RHB 1 FEDERAL ST FL 25 BOSTON MA 02110 616173 0 X N/A X 1908 MA TO PROVIDE MONETARY SUPPORT TO BRIGHAM & WOMEN'S HOSPITAL, BOSTON, MA. 3 0 0 0 0 0 0 0 0 0 198500 305678 0 0 198500 305678 199925 199925 0 0 34535 36150 0 0 0 11107 6505 245567 242580 -47067 63098 3313814 3377593 0 0 3313814 3377593 TO PROVIDE MONETARY SUPPORT TO BRIGHAM & WOMEN'S HOSPITAL, BOSTON, MA. 0 0 199925 199925 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. 199925 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 MA X ZACHARY A BOURQUE 6172271782 RHB INC 1 FEDERAL ST FL 25 BOSTON MA 02110 ADAM C RUTLEDGE SEE NOTE PART-TIME TRUSTEE 1.00 X 0 0 16067 STANLEY F SCHLOZMAN PART-TIME TRUSTEE 0.20 X 4017 0 0 ZACHARY A BOURQUE SEE NOTE PART-TIME TRUSTEE 1.00 X 0 0 16066 4017 0 32133 0 0 0 0 0 123824 123824 492349 310495 181854 181854 181854 305678 0 0 305678 199925 199925 36150 36150 937 937 3200 3200 FOREIGN TAXES 1573 1573 ADR INVESTMENT EXPENSE 425 425 BANK CUSTODY FEES 300 300 MASS FORM PC FILING FEE 70 70 242580 199925 42655 0 1 123715 92855 3190099 3284737 3313814 3377593 0 0 X 3313814 3377593 0 0 0 0 3313814 3377593 3313814 3377593 X 63098 681 X 0 0 0 X X 1 BRIGHAM & WOMEN'S HOSPITAL 042312909 3 1 199925 0 1 199925 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 X 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. 1 BRIGHAM & WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 199925 0 TO PROVIDE SUPPORT TO HOSPITAL AS REQUIRED BY TRUST INDENTURE. 1 0 PART I, LINE 2: 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. ADAM C RUTLEDGE TRUSTEE 16067 MANAGEMENT FEES PAID TO RICE, HEARD & BIGELOW INC, OF WHICH MR. RUTLEDGE IS A SHAREHOLDER. 0 ZACHARY A BOURQUE TRUSTEE 16066 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 3200 TAX PREPARATION FEES PAID TO RICE, HEARD & BIGELOW INC, OF WHICH MESSRS. RUTLEDGE AND BOURQUE ARE SHAREHOLDERS. 0 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. BRIGHAM & WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 042312909 HOSPITAL MA 501(C)(3) LINE 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRIGHAM & WOMEN'S HOSPITAL B 199925 REQUIRED BY TRUST INDENTURE