0001141781-18-000002.txt : 20180511 0001141781-18-000002.hdr.sgml : 20180511 20180511083709 ACCESSION NUMBER: 0001141781-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180511 DATE AS OF CHANGE: 20180511 EFFECTIVENESS DATE: 20180511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: NICHOLS & PRATT ADVISERS LLP /MA CENTRAL INDEX KEY: 0001141781 IRS NUMBER: 043249229 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06593 FILM NUMBER: 18824993 BUSINESS ADDRESS: STREET 1: 50 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 6175236800 MAIL ADDRESS: STREET 1: 50 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02109 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001141781 XXXXXXXX 03-31-2018 03-31-2018 NICHOLS & PRATT ADVISERS LLP /MA
50 CONGRESS STREET BOSTON MA 02109
13F HOLDINGS REPORT 028-06593 N
Kimberly H Latifi Chief Compliance Officer 617-523-6800 Kimberly H Latifi Boston MA 05-11-2018 4 197 1099021 false 3 0000887393 028-03162 NICHOLS JAMES R 4 0000887473 028-03168 PRATT HAROLD I 6 0001389867 028-12207 Herbert John K III 7 0001568106 028-15124 Bator Thomas E.
INFORMATION TABLE 2 final33118a.xml 3M CO COM 88579y101 900 4098 SH SOLE 0 4098 0 0 3M CO COM 88579y101 11319 51561 SH OTR 3,4,6,7 0 51561 0 ABBOTT LABS COM 002824100 622 10384 SH SOLE 0 10384 0 0 ABBOTT LABS COM 002824100 3221 53752 SH OTR 3,4,6,7 0 53752 0 ABBVIE INC COM 00287y109 168 1780 SH SOLE 0 1780 0 0 ABBVIE INC COM 00287y109 1756 18550 SH OTR 4,6,7 0 18550 0 ACCENTURE PLC IRELAND SHS CLASS A g1151c101 248 1618 SH OTR 0 0 1618 0 ADOBE SYS INC COM 00724f101 66 305 SH SOLE 0 305 0 0 ADOBE SYS INC COM 00724f101 1534 7100 SH OTR 7 0 7100 0 AIR PRODS & CHEMS INC COM 009158106 1158 7281 SH OTR 7 0 7281 0 ALPHABET INC CAP STK CL A 02079k305 45 43 SH SOLE 0 43 0 0 ALPHABET INC CAP STK CL A 02079k305 519 500 SH OTR 7 0 500 0 ALPHABET INC CAP STK CL C 02079k107 3892 3811 SH SOLE 0 3811 0 0 ALPHABET INC CAP STK CL C 02079k107 23992 23293 SH OTR 3,4,6,7 0 23293 0 ALTRIA GROUP INC COM 02209s103 370 5935 SH OTR 0 0 5935 0 AMAZON COM INC COM 023135106 395 281 SH SOLE 0 281 0 0 AMAZON COM INC COM 023135106 4950 3427 SH OTR 3,4,6,7 0 3427 0 AMERICAN EXPRESS CO COM 025816109 243 2600 SH OTR 0 0 2600 0 AMGEN INC COM 031162100 290 1700 SH SOLE 0 1700 0 0 AMGEN INC COM 031162100 577 3387 SH OTR 0 0 3387 0 APPLE INC COM 037833100 5810 34704 SH SOLE 0 34704 0 0 APPLE INC COM 037833100 31662 188773 SH OTR 3,4,6,7 0 188773 0 AT&T INC COM 00206r102 788 22134 SH SOLE 0 22134 0 0 AT&T INC COM 00206r102 2847 79955 SH OTR 3,4,6,7 0 79955 0 AUTOMATIC DATA PROCESSING INC COM 053015103 4156 36643 SH SOLE 0 36643 0 0 AUTOMATIC DATA PROCESSING INC COM 053015103 47789 421141 SH OTR 3,4,6,7 0 421141 0 AVERY DENNISON CORP COM 053015103 213 2000 SH OTR 0 0 2000 0 BAXTER INTL INC COM 071813109 3 40 SH SOLE 0 40 0 0 BAXTER INTL INC COM 071813109 325 5000 SH OTR 7 0 5000 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1690 8471 SH SOLE 0 8471 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 22114 110856 SH OTR 3,4,7 0 110856 0 BHP BILLITON LTD SPONSORED ADR 088606108 81 1825 SH SOLE 0 1825 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 484 10890 SH OTR 6,7 0 10890 0 BRISTOL MYERS SQUIBB CO COM 110122108 424 6700 SH SOLE 0 6700 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 316 5000 SH OTR 6 0 5000 0 CATERPILLAR INC COM 149123101 1055 7160 SH SOLE 0 7160 0 0 CATERPILLAR INC COM 149123101 18555 125899 SH OTR 3,4,6,7 0 125899 0 CHEVRON CORP NEW COM 166764100 68 600 SH SOLE 0 600 0 0 CHEVRON CORP NEW COM 166764100 813 7126 SH OTR 6 0 7126 0 CIGNA CORP COM 125509109 1367 8150 SH OTR 7 0 8150 0 CISCO SYSTEMS INC COM 17275r102 3605 85064 SH SOLE 0 85064 0 0 CISCO SYSTEMS INC COM 17275r102 21474 501657 SH OTR 3,4,6,7 0 501657 0 COCA COLA CO COM 191216100 2853 66050 SH SOLE 0 66050 0 0 COCA COLA CO COM 191216100 34390 792245 SH OTR 3,4,6,7 0 792245 0 COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A 192446102 969 12040 SH OTR 6,7 0 12040 0 COLGATE PALMOLIVE CO COM 194162103 3224 45405 SH SOLE 0 45405 0 0 COLGATE PALMOLIVE CO COM 194162103 25751 359651 SH OTR 3,4,6,7 0 359651 0 COMCAST CORP NEW CL A 20030n101 731 21400 SH OTR 7 0 21400 0 CORNING INC COM 219350105 354 12700 SH SOLE 0 12700 0 0 CORNING INC COM 219350105 616 22100 SH OTR 7 0 22100 0 COSTCO WHSL CORP NEW COM 22160k105 937 4975 SH OTR 7 0 4975 0 CVS HEALTH CORP COM 126650100 2056 33246 SH SOLE 0 33246 0 0 CVS HEALTH CORP COM 126650100 11506 185164 SH OTR 3,4,6,7 0 185164 0 DANAHER CORP COM 235851102 1068 10909 SH OTR 7 0 10909 0 DEERE & CO COM 244199105 280 1800 SH OTR 3 0 1800 0 DIAGEO P L C SPON ADR NEW 25243q205 177 1305 SH SOLE 0 1305 0 0 DIAGEO P L C SPON ADR NEW 25243q205 609 4500 SH OTR 3,4,7 0 4500 0 DOMINION ENERGY INC COM 25746u109 326 4836 SH OTR 6 0 4836 0 DOWDUPONT INC COM 26078j100 12 192 SH SOLE 0 192 0 0 DOWDUPONT INC COM 26078j100 652 10241 SH OTR 4,6 0 10241 0 EATON VANCE CORP COM NON VTG 278265103 167 3000 SH SOLE 0 3000 0 0 EATON VANCE CORP COM NON VTG 278265103 35 627 SH OTR 6 0 627 0 EBAY INC COM 278642103 237 5900 SH SOLE 0 5900 0 0 EBAY INC COM 278642103 270 6700 SH OTR 7 0 6700 0 ECOLAB INC COM 278865100 183 1335 SH SOLE 0 1335 0 0 ECOLAB INC COM 278865100 343 2505 SH OTR 6,7 0 2505 0 EDWARDS LIFESCIENCES CORP COM 28176e108 307 2200 SH OTR 7 0 2200 0 EMERSON ELEC CO COM 291011104 4007 59331 SH SOLE 0 59331 0 0 EMERSON ELEC CO COM 291011104 32325 473807 SH OTR 3,4,6,7 0 473807 0 EXPEDITORS INTL WASH INC COM 302130109 1227 19390 SH SOLE 0 19390 0 0 EXPEDITORS INTL WASH INC COM 302130109 11431 180586 SH OTR 3,4,6,7 0 180586 0 EXXONMOBIL CORP COM 30231g102 3712 50015 SH SOLE 0 50015 0 0 EXXONMOBIL CORP COM 30231g102 41352 554703 SH OTR 3,4,6,7 0 554703 0 FASTENAL CO COM 311900104 2577 47580 SH SOLE 0 47580 0 0 FASTENAL CO COM 311900104 17055 312881 SH OTR 3,4,6,7 0 312881 0 FISERV INC COM 337738108 4983 70345 SH SOLE 0 70345 0 0 FISERV INC COM 337738108 23660 332140 SH OTR 3,4,6,7 0 332140 0 GENERAL ELECTRIC CO COM 369604103 1834 136771 SH SOLE 0 136771 0 0 GENERAL ELECTRIC CO COM 369604103 23099 1713974 SH OTR 3,4,6,7 0 1713974 0 GENERAL MLS INC COM 370334104 68 1500 SH SOLE 0 1500 0 0 GENERAL MLS INC COM 370334104 641 14235 SH OTR 3,6,7 0 14235 0 GILEAD SCIENCES INC COM 375558103 1720 23037 SH SOLE 0 23037 0 0 GILEAD SCIENCES INC COM 375558103 9916 131720 SH OTR 3,4,6,7 0 131720 0 HOME DEPOT INC COM 437076102 11 61 SH SOLE 0 61 0 0 HOME DEPOT INC COM 437076102 673 3778 SH OTR 0 0 3778 0 ILLINOIS TOOL WKS INC COM 452308109 115 734 SH SOLE 0 734 0 0 ILLINOIS TOOL WKS INC COM 452308109 1326 8465 SH OTR 3,7 0 8465 0 INDEPENDENT BK CORP MASS COM 453836108 318 4450 SH OTR 7 0 4450 0 INTEL CORP COM 458140100 3853 75670 SH SOLE 0 75670 0 0 INTEL CORP COM 458140100 16525 319245 SH OTR 3,4,6,7 0 319245 0 INTERNATIONAL BUSINESS MACHS COM 459200101 583 3800 SH SOLE 0 3800 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 879 5728 SH OTR 4,6 0 5728 0 INTUIT INC COM 461202103 1175 6780 SH SOLE 0 6780 0 0 INTUIT INC COM 461202103 6680 38589 SH OTR 3,4,6,7 0 38589 0 ISHARES TR CORE MSCI EAFE 46432f842 32 485 SH SOLE 0 485 0 0 ISHARES TR CORE MSCI EAFE 46432f842 497 7545 SH OTR 3,7 0 7545 0 ISHARES TR CORE MSCI EMKT 46434g103 17 290 SH SOLE 0 290 0 0 ISHARES TR CORE MSCI EMKT 46434g103 488 8410 SH OTR 3,4,7 0 8410 0 ISHARES TR MSCI EAFE ETF 464287465 159 2300 SH SOLE 0 2300 0 0 ISHARES TR MSCI EAFE ETF 464287465 1509 21660 SH OTR 3,6,7 0 21660 0 ISHARES TR MSCI EMG MKT ETF 464287234 70 1450 SH SOLE 0 1450 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 269 5575 SH OTR 3,7 0 5575 0 ISHARES TR RUSSELL 2000 ETF 464287655 205 1350 SH SOLE 0 1350 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1764 11619 SH OTR 3,6,7 0 11619 0 HENRY JACK & ASSOC INC COM 426281101 310 2559 SH OTR 7 0 2559 0 JOHNSON & JOHNSON COM 478160104 7818 61640 SH SOLE 0 61640 0 0 JOHNSON & JOHNSON COM 478160104 82650 645561 SH OTR 3,4,6,7 0 645561 0 JP MORGAN CHASE & CO COM 46625h100 69 625 SH SOLE 0 625 0 0 JP MORGAN CHASE & CO COM 46625h100 2795 25412 SH OTR 6,7 0 25412 0 KINDER MORGAN INC DEL COM 49456b101 1188 79230 SH SOLE 0 79230 0 0 KINDER MORGAN INC DEL COM 49456b101 10801 717455 SH OTR 3,4,6,7 0 717455 0 LOWES COS INC COM 548661107 154 1750 SH SOLE 0 1750 0 0 LOWES COS INC COM 548661107 246 2800 SH OTR 0 0 2800 0 MASTERCARD INCORPORATED CL A 57636q104 4601 26520 SH SOLE 0 26520 0 0 MASTERCARD INCORPORATED CL A 57636q104 24701 141245 SH OTR 3,4,6,7 0 141245 0 MCCORMICK & CO INC COM 579780206 522 4910 SH SOLE 0 4910 0 0 MCCORMICK & CO INC COM 579780206 1847 17360 SH OTR 3,7 0 17360 0 MCDONALDS CORP COM 580135101 16 100 SH SOLE 0 100 0 0 MCDONALDS CORP COM 580135101 1347 8615 SH OTR 4,6,7 0 8615 0 MEDTRONIC PLC SHS g5960l103 1499 18975 SH SOLE 0 18975 0 0 MEDTRONIC PLC SHS g5960l103 6916 86680 SH OTR 3,4,6,7 0 86680 0 MERCK & CO INC COM 58933y105 3910 72351 SH SOLE 0 72351 0 0 MERCK & CO INC COM 58933y105 33275 611576 SH OTR 3,4,6,7 0 611576 0 MICROSOFT CORP COM 594918104 4141 46738 SH SOLE 0 46738 0 0 MICROSOFT CORP COM 594918104 18226 200440 SH OTR 3,4,6,7 0 200440 0 MONSANTO CO NEW COM 61166w101 441 3775 SH SOLE 0 3775 0 0 MONSANTO CO NEW COM 61166w101 7227 61934 SH OTR 3,4,6,7 0 61934 0 NIKE INC CL B 654106103 64 960 SH SOLE 0 960 0 0 NIKE INC CL B 654106103 259 3894 SH OTR 7 0 3894 0 NORTHERN TR CORP COM 665859104 287 2780 SH SOLE 0 2780 0 0 NORTHERN TR CORP COM 665859104 1029 9975 SH OTR 3,6,7 0 9975 0 NOVARTIS A G SPONSORED ADR 66987v109 4153 51622 SH SOLE 0 51622 0 0 NOVARTIS A G SPONSORED ADR 66987v109 29796 368738 SH OTR 3,4,6,7 0 368738 0 NOVO-NORDISK AS ADR 670100205 1488 30370 SH SOLE 0 30370 0 0 NOVO-NORDISK AS ADR 670100205 9154 186035 SH OTR 3,4,6,7 0 186035 0 ORACLE CORPORATION COM 68389x105 124 2750 SH SOLE 0 2750 0 0 ORACLE CORPORATION COM 68389x105 524 11450 SH OTR 4,7 0 11450 0 PAYPAL HLDGS INC COM 70450y103 235 3100 SH SOLE 0 3100 0 0 PAYPAL HLDGS INC COM 70450y103 410 5400 SH OTR 7 0 5400 0 PEPSICO INC COM 713448108 5298 48893 SH SOLE 0 48893 0 0 PEPSICO INC COM 713448108 44150 404775 SH OTR 3,4,6,7 0 404775 0 PFIZER INC COM 717081103 750 21128 SH SOLE 0 21128 0 0 PFIZER INC COM 717081103 2344 66056 SH OTR 6,7 0 66056 0 PHILIP MORRIS INTL INC COM 718172109 278 2800 SH OTR 0 0 2800 0 PIONEER NATURAL RESOURCES CO COM 723787107 163 975 SH SOLE 0 975 0 0 PIONEER NATURAL RESOURCES CO COM 723787107 281 1650 SH OTR 4,7 0 1650 0 PNC FINL SVCS GROUP INC COM 693475105 1059 7000 SH OTR 7 0 7000 0 PPG INDS INC COM 693506107 221 1984 SH OTR 6 0 1984 0 PRAXAIR INC COM 74005p104 2093 14590 SH SOLE 0 14590 0 0 PRAXAIR INC COM 74005p104 19291 133765 SH OTR 3,4,6,7 0 133765 0 PROCTER & GAMBLE CO COM 742718109 5108 65037 SH SOLE 0 65037 0 0 PROCTER & GAMBLE CO COM 742718109 41731 527029 SH OTR 3,4,6,7 0 527029 0 QUALCOMM INC COM 747525103 1794 32740 SH SOLE 0 32740 0 0 QUALCOMM INC COM 747525103 8429 152554 SH OTR 3,4,6,7 0 152554 0 RAYTHEON CO COM NEW 755111507 518 2400 SH OTR 0 0 2400 0 ROYAL BK CDA MONTREAL QUE COM 780087102 220 2852 SH OTR 0 0 2852 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 115 1800 SH SOLE 0 1800 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 522 8180 SH OTR 3,6 0 8180 0 S&P GLOBAL INC COM 78409v104 1179 6173 SH OTR 0 0 6173 0 SCHLUMBERGER LTD COM 806857108 1702 26426 SH SOLE 0 26426 0 0 SCHLUMBERGER LTD COM 806857108 14170 218798 SH OTR 3,4,6,7 0 218798 0 SHERWIN WILLIAMS CO COM 824348106 353 900 SH OTR 0 0 900 0 SOUTHERN COMPANY COM 842587107 1131 25325 SH SOLE 0 25325 0 0 SOUTHERN COMPANY COM 842587107 9137 204582 SH OTR 3,6,7 0 204582 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467y107 17 50 SH SOLE 0 50 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467y107 227 665 SH OTR 0 0 665 0 STARBUCKS CORP COM 855244109 1357 23775 SH SOLE 0 23775 0 0 STARBUCKS CORP COM 855244109 5797 100542 SH OTR 3,4,6,7 0 100542 0 STATE STREET CORP COM 857477103 1441 14450 SH SOLE 0 14450 0 0 STATE STREET CORP COM 857477103 20057 201253 SH OTR 3,4,6,7 0 201253 0 STRYKER CORP COM 863667101 2902 18360 SH SOLE 0 18360 0 0 STRYKER CORP COM 863667101 7721 48125 SH OTR 3,4,6,7 0 48125 0 SYSCO CORP COM 871829107 1562 26055 SH SOLE 0 26055 0 0 SYSCO CORP COM 871829107 13462 224601 SH OTR 3,4,6,7 0 224601 0 TJX COS INC COM 872540109 1586 19535 SH SOLE 0 19535 0 0 TJX COS INC COM 872540109 13804 169373 SH OTR 3,4,6,7 0 169373 0 TORONTO DOMINION BK ONT COM NEW 891160509 1451 25800 SH OTR 0 0 25800 0 UNILEVER PLC SPON ADR NEW 904767704 2839 51509 SH SOLE 0 51509 0 0 UNILEVER PLC SPON ADR NEW 904767704 11155 201116 SH OTR 3,4,6,7 0 201116 0 UNION PAC CORP COM 907818108 16 118 SH SOLE 0 118 0 0 UNION PAC CORP COM 907818108 921 6850 SH OTR 7 0 6850 0 UNITED TECHNOLOGIES CORP COM 913017109 3134 25070 SH SOLE 0 25070 0 0 UNITED TECHNOLOGIES CORP COM 913017109 25614 203714 SH OTR 3,4,6,7 0 203714 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 453 9650 SH SOLE 0 9650 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1243 26450 SH OTR 3,4,6,7 0 26450 0 VERIZON COMMUNICATIONS INC COM 92343v104 1569 32834 SH SOLE 0 32834 0 0 VERIZON COMMUNICATIONS INC COM 92343v104 13277 277719 SH OTR 3,4,6,7 0 277719 0 VISA INC COM CL A 92826c839 217 1810 SH SOLE 0 1810 0 0 VISA INC COM CL A 92826c839 1433 11984 SH OTR 4,7 0 11984 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1053 16080 SH SOLE 0 16080 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 11497 175609 SH OTR 3,4,6,7 0 175609 0 WAL-MART STORES INC COM 931142103 71 800 SH SOLE 0 800 0 0 WAL-MART STORES INC COM 931142103 178 2000 SH OTR 3 0 2000 0 WELLS FARGO & CO COM 949746101 30 580 SH SOLE 0 580 0 0 WELLS FARGO & CO COM 949746101 1706 32549 SH OTR 6,7 0 32549 0 WEYERHAEUSER CO COM 962166104 53 1520 SH SOLE 0 1520 0 0 WEYERHAEUSER CO COM 962166104 206 5897 SH OTR 4 0 5897 0