THOMAS G EVANS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS G EVANS FOUNDATION (EIN 99-0787029)
- Tax period
- 2025-03-11 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349102431
- Schema version
- 2025v4.1
- 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
- Form 990-PF
- Schedule B
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:01:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-03-11 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 990787029 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS G EVANS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | 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 | ROBERT G BANNISH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172271782 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY J MURPHY | PreparerPersonNm |
| PTIN | P00735933 | PTIN |
| Phone | 6172271782 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,946,464 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,569,619 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33,350 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,350 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $268,026 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,026 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $181,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,093,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $181,817 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $13,052,812 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $483,193 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $55,845 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,961 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $41,884 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $225 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $225 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,482 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $924 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $64,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,592 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $540,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $540,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $604,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,592 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $581,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,448,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $460,601 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $652,674 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $652,674 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $2,846,404 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,843,596 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $7,947,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,433,692 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $999,612 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,016,501 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $12,446,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,946,464 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $12,446,250 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,446,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,446,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $12,448,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $12,448,339 | SubtotalAmt |
| Other Decreases | $2,089 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,446,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 40. AUTOMATIC DATA PROCESSING | 2024-10-02 | 2025-04-04 | $11,806 | $11,337 | $469 | $469 | |
| 25. AUTOMATIC DATA PROCESSING | 2024-10-02 | 2025-10-01 | $7,296 | $7,085 | $211 | $211 | |
| 250. BHP GROUP LTD ADR | 2023-12-13 | 2025-04-04 | $10,635 | $15,821 | -$5,186 | -$5,186 | |
| 100. CISCO SYSTEMS INC | 2024-10-02 | 2025-10-01 | $6,821 | $5,264 | $1,557 | $1,557 | |
| 50. ECOLAB INC | 2024-08-01 | 2025-10-01 | $13,434 | $11,794 | $1,640 | $1,640 | |
| 50. ECOLAB INC | 2024-08-01 | 2025-11-12 | $13,097 | $11,794 | $1,303 | $1,303 | |
| 15. META PLATFORMS INC | 2024-10-02 | 2025-10-01 | $10,785 | $8,600 | $2,185 | $2,185 | |
| 50. F5, INC | 2023-12-13 | 2025-04-04 | $12,154 | $8,652 | $3,502 | $3,502 | |
| 582.817 FIDELITY EQUITY DIVIDEND INCOME FUND | 2024-12-27 | 2025-10-01 | $17,648 | $16,540 | $1,108 | $1,108 | |
| 6917.183 FIDELITY EQUITY DIVIDEND INCOME FUND | 2023-05-08 | 2025-10-01 | $209,452 | $178,325 | $31,127 | $31,127 | |
| 3083.04 FIDELITY EQUITY DIVIDEND INCOME FUND | 2023-10-06 | 2025-11-12 | $94,495 | $79,286 | $15,209 | $15,209 | |
| 385.77 FIDELITY BALANCED FUND | 2024-12-23 | 2025-10-01 | $12,676 | $11,514 | $1,162 | $1,162 | |
| 7114.23 FIDELITY BALANCED FUND | 2023-05-08 | 2025-10-01 | $233,774 | $176,433 | $57,341 | $57,341 | |
| 85.917 FIDELITY BALANCED FUND | 2025-10-13 | 2025-11-12 | $2,791 | $2,693 | $98 | $98 | |
| 2886.017 FIDELITY BALANCED FUND | 2023-05-08 | 2025-11-12 | $93,738 | $71,573 | $22,165 | $22,165 | |
| 350. INTEL CORP | 2024-08-02 | 2025-11-12 | $13,237 | $7,540 | $5,697 | $5,697 | |
| 2366.8639 LM BRANDYWINE GLOBAL BOND FUND -IS | 2024-01-31 | 2025-04-03 | $20,473 | $21,494 | -$1,021 | -$1,021 | |
| 75. MCCORMICK & CO - NON-VOTING SHARES | 2024-10-02 | 2025-04-04 | $5,907 | $6,122 | -$215 | -$215 | |
| 150. NESTLE SA-SPONS ADR (SPONSORED ADR REPST | 2024-01-31 | 2025-04-04 | $15,270 | $17,144 | -$1,874 | -$1,874 | |
| 150. NORTHERN TRUST CORP | 2024-08-01 | 2025-10-01 | $19,650 | $12,808 | $6,842 | $6,842 | |
| 150. NORTHERN TRUST CORP | 2024-04-24 | 2025-11-12 | $19,954 | $12,678 | $7,276 | $7,276 | |
| 100. NOVARTIS AG-SPONSORED ADR | 2024-10-02 | 2025-04-04 | $10,728 | $11,411 | -$683 | -$683 | |
| 25. PROCTER & GAMBLE CO | 2024-08-01 | 2025-04-04 | $4,189 | $4,088 | $101 | $101 | |
| .3333 RALLIANT CORP COM | 2024-10-02 | 2025-07-03 | $16 | $19 | -$3 | -$3 | |
| 249.6667 RALLIANT CORP COM | 2024-10-02 | 2025-10-01 | $10,979 | $14,369 | -$3,390 | -$3,390 | |
| 83.3333 RALLIANT CORP COM | 2023-12-13 | 2025-10-01 | $3,665 | $4,383 | -$718 | -$718 | |
| 50. RTX CORPORATION | 2024-04-24 | 2025-10-01 | $8,348 | $5,048 | $3,300 | $3,300 | |
| 250. SLB LIMITED | 2023-12-13 | 2025-04-04 | $8,759 | $12,241 | -$3,482 | -$3,482 | |
| 300. STATE STREET FINANCIAL SELECT SECTOR SPD | 2023-12-13 | 2025-04-04 | $13,491 | $11,107 | $2,384 | $2,384 | |
| .25 SOLSTICE ADVANCED MATERIALS | 2024-10-02 | 2025-11-04 | $12 | $12 | |||
| 141. SOLSTICE ADVANCED MATERIALS | 2024-10-02 | 2025-11-12 | $6,508 | $6,765 | -$257 | -$257 | |
| 100. STARBUCKS CORP | 2023-12-13 | 2025-04-04 | $8,368 | $9,744 | -$1,376 | -$1,376 | |
| 1788.3756 TEMPLETON GLOBAL BOND FD | 2024-01-31 | 2025-04-03 | $12,215 | $13,359 | -$1,144 | -$1,144 | |
| 100000. U S TREASURY NOTES 4.25% 05/31/2025 | 2024-02-01 | 2025-05-31 | $100,000 | $99,727 | $273 | $273 | |
| 100. VANGUARD FTSE ALL WORLD EX-US ETF SMALL | 2024-08-01 | 2025-04-04 | $10,819 | $11,903 | -$1,084 | -$1,084 | |
| 15. ASML HOLDING, N.V. ADR | 2024-08-01 | 2025-11-12 | $15,526 | $13,380 | $2,146 | $2,146 | |
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P | |||||
| CAPITAL GAIN DIVIDENDS | $35,154 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $181,817 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,402 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,402 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,402 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $318 | EsPenaltyAmt |
| Tax Due | $6,720 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICE HEARD & BIGELOW INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172271782 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT G BANNISH | ||||||
| RHB INC 1 FEDERAL ST FL 25 | BOSTON | MA | 02110 | TRUSTEE | 1 | $27,923 |
| SARAH M ALLEN | ||||||
| RHB INC 1 FEDERAL ST FL 25 | BOSTON | MA | 02110 | TRUSTEE | 1 | $27,922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,556,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,081,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,637,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,637,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,432,979 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $671,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $671,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,402 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,402 | TotalTaxAmt |
| Distributable Before Adj | $665,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $665,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $665,247 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $581,884 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $581,884 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $665,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $581,884 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $581,884 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $83,363 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| BOSTON EARLY MUSIC FESTIVAL | |||||||
| 43 THORNDIKE ST STE 302 | CAMBRIDGE | MA | 02141 | PC | GENERAL PURPOSES | $20,000 | |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK ST STE 700 | CHICAGO | IL | 60601 | PC | GENERAL PURPOSES | $50,000 | |
| JACOB'S PILLOW | |||||||
| 358 GEORGE CARTER RD | BECKET | MA | 01223 | PC | GENERAL PURPOSES | $20,000 | |
| MARK MORRIS DANCE CENTER | |||||||
| 3 LAFAYETTE AVENUE | BROOKLYN | NY | 11217 | PC | GENERAL PURPOSES | $50,000 | |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | PC | GENERAL PURPOSES | $50,000 | |
| MOOSIC PRESBYTERIAN CHURCH | |||||||
| 625 MAIN STREET | MOOSIC | PA | 18507 | PC | GENERAL PURPOSES | $18,000 | |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | GENERAL PURPOSES | $20,000 | |
| PRINCETON UNIVERSITY | |||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | PC | GENERAL PURPOSES | $50,000 | |
| THE HOLE IN THE WALL GANG FUND INC | |||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | PC | GENERAL PURPOSES | $50,000 | |
| THE SALVATION ARMY | |||||||
| 25 SHAWMUT ROAD | CANTON | MA | 02021 | PC | GENERAL PURPOSES | $50,000 | MASSACHUSETTS DIVISION |
| UNITED WAY OF MASSACHUSETTS BAY | |||||||
| PO BOX 51381 | BOSTON | MA | 022051381 | PC | GENERAL PURPOSES | $50,000 | |
| BOSTON BALLET | |||||||
| 19 CLARENDON STREET | BOSTON | MA | 02116 | PC | GENERAL PURPOSES | $20,000 | |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $20,000 | |
| MOOSIC PRESBYTERIAN CHURCH | |||||||
| 625 MAIN STREET | MOOSIC | PA | 18507 | PC | GENERAL PURPOSES | $2,000 | BOARD OF DEACONS |
| THE NATURE CONSERVANCY | |||||||
| 20 ASHBURTON PL STE 400 | BOSTON | MA | 02108 | PC | GENERAL PURPOSES | $20,000 | BOSTON OFFICE |
| WYOMING SEMINARY | |||||||
| 201 NORTH SPRAGUE AVE | KINGSTON | PA | 18704 | PC | GENERAL PURPOSES | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $540,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,350 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,026 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $181,817 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $483,193 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $483,193 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS G EVANS TRUST | ||||||||
| 1 | RICE HEARD BIGELOW INC | 1 FEDERAL STREET FL 25 | BOSTON | MA | 02110 | $11,283,120 | Yes (X) | |
| THOMAS G EVANS TRUST | ||||||||
| 2 | RICE HEARD BIGELOW INC | 1 FEDERAL STREET FL 25 | BOSTON | MA | 02110 | $1,286,499 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCKS & TREASURY NOTES | NoncashPropertyDesc |
| Fair Market Value | $11,736,396 | FairMarketValueAmt |
| Received | 2025-03-11 | ReceivedDt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 YEAR-END DIVIDENDS | $153 |
| 2025 ACCRUED INTEREST | $1,109 |
| 2026 DIVIDENDS INCL IN 2025 | $826 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $924 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $924 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2025 YEAR-END GLOBE TAX | Desc |
| Amt | $3 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $225 | Amt |
| Net Investment Income | $225 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| THOMAS G EVANS TRUST | ||||
| RICE HEARD BIGELOW INC | 1 FEDERAL STREET FL 25 | BOSTON | MA | 02110 |
| THOMAS G EVANS TRUST | ||||
| RICE HEARD BIGELOW INC | 1 FEDERAL STREET FL 25 | BOSTON | MA | 02110 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $7,482 | Amt |
| Net Investment Income | $7,482 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |