0001141781-24-000002.txt : 20240429
0001141781-24-000002.hdr.sgml : 20240429
20240429110821
ACCESSION NUMBER: 0001141781-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240429
DATE AS OF CHANGE: 20240429
EFFECTIVENESS DATE: 20240429
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: NICHOLS & PRATT ADVISERS LLP /MA
CENTRAL INDEX KEY: 0001141781
ORGANIZATION NAME:
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: 24888028
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
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03-31-2024
03-31-2024
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
04-29-2024
5
192
1484935046
false
6
0001389867
028-12207
Herbert John K III
7
0001568106
028-15124
Bator Thomas E.
8
0001799680
028-20095
Nichols Richard K
9
0001799678
028-20092
Popov Patricia D
10
0001905955
028-21653
LATIFI KIMBERLY H
INFORMATION TABLE
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033124final.xml
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COM
00724f101
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COM
00724f101
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COM
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COM
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AMGEN INC
COM
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APPLE INC
COM
037833100
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APPLE INC
COM
037833100
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ASPEN TECHNOLOGY INC
COM
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ASPEN TECHNOLOGY INC
COM
29109x106
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OTR
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AT&T INC
COM
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AT&T INC
COM
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AUTOMATIC DATA PROCESSING INC
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BHP GROUP LTD SPONS ADR
COM
088606108
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BHP GROUP LTD SPONS ADR
COM
088606108
2643952
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COM
110122108
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BRISTOL MYERS SQUIBB CO
COM
110122108
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5750
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OTR
6,7,8,9
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0
BROADCOM INC
COM
11135f101
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2
SH
SOLE
0
2
0
0
BROADCOM INC
COM
11135f101
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385
SH
OTR
7,8,9
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385
0
CATERPILLAR INC
COM
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CATERPILLAR INC
COM
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COM
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COM
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CINTAS CORP
COM
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COM
17275r102
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COM
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0
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COM
191216100
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COM
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COM
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COM
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COM
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COM
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CVS HEALTH CORP
COM
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COM
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COM
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COM
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SH
SOLE
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DEERE & CO
COM
244199105
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COM
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DISNEY WALT CO NEW
COM
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COM
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COM
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COM
291011104
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COM
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COM
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COM
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COM
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COM
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COM
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FISERV INC
COM
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COM NEW
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COM NEW
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COM
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GENERAL MLS INC
COM
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GLOBAL PAYMENTS INC
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COM
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343
SH
SOLE
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343
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COM
437076102
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COM
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COM
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COM
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COM
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INTUIT INC
COM
461202103
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COM
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IQVIA HOLDINGS INC
COM
46266c105
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MSCI EAFE ETF
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RUSSELL 2000 ETF
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400
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COM
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0
JOHNSON & JOHNSON
COM
478160104
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RUSSELL 2000 ETF
46625h100
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399
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399
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0
JP MORGAN CHASE & CO
RUSSELL 2000 ETF
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0
KEYSIGHT TECHNOLOGIES INC
COM
49338l103
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SH
SOLE
0
1495
0
0
KEYSIGHT TECHNOLOGIES INC
COM
49338l103
388923
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SH
OTR
6,7,8,9,10
0
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0
KINDER MORGAN INC
COM
49456b101
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SOLE
0
129391
0
0
KINDER MORGAN INC
COM
49456b101
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OTR
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CL A
518439104
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1377
SH
SOLE
0
1377
0
0
LAUDER ESTEE COMPANIES INC CL A
CL A
518439104
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635
SH
OTR
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635
0
LINDE PLC
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SOLE
0
1525
0
0
LINDE PLC
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g54950103
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OTR
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0
56132
0
MARSH & MCLENNAN COMPANIES INC
CL A
571748102
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SH
OTR
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0
1277
0
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CL A
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SH
SOLE
0
9837
0
0
MASTERCARD INC CL A
CL A
57636q104
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SH
OTR
6,7,8,9,10
0
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0
MCCORMICK & CO INC
COM NON VTG
579780206
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9593
SH
SOLE
0
9593
0
0
MCCORMICK & CO INC
COM NON VTG
579780206
2997839
38979
SH
OTR
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0
38979
0
MCDONALDS CORP
COM
580135101
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100
SH
SOLE
0
100
0
0
MCDONALDS CORP
COM
580135101
415030
1472
SH
OTR
6,7,8,9,10
0
1472
0
MEDTRONIC PLC
SPONSORED ADR
g5960l103
1548743
17771
SH
SOLE
0
17771
0
0
MEDTRONIC PLC
SPONSORED ADR
g5960l103
12816245
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OTR
6,7,8,9,10
0
147491
0
MERCK & CO INC
COM
58933y105
4161439
31538
SH
SOLE
0
31538
0
0
MERCK & CO INC
COM
58933y105
58313456
442372
SH
OTR
6,7,8,9,10
0
442372
0
MICROSOFT CORP
COM
594918104
6928838
16469
SH
SOLE
0
16469
0
0
MICROSOFT CORP
COM
594918104
74440725
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SH
OTR
6,7,8,9,10
0
176891
0
NEXTERA ENERGY INC
COM
65339f101
19748
309
SH
SOLE
0
309
0
0
NEXTERA ENERGY INC
COM
65339f101
326708
5112
SH
OTR
7,8,9
0
5112
0
NIKE INC-CLASS B
CL B
654106103
11841
126
SH
SOLE
0
126
0
0
NIKE INC-CLASS B
CL B
654106103
526288
5600
SH
OTR
7,9,10
0
5600
0
NOVARTIS AG SPONSORED ADR
SPONSORED ADR
66987v109
207099
2141
SH
SOLE
0
2141
0
0
NOVARTIS AG SPONSORED ADR
SPONSORED ADR
66987v109
3980923
41155
SH
OTR
6,7,8,9,10
0
41155
0
NOVO NORDISK AS SPONS ADR
ADR
670100205
4339663
33798
SH
SOLE
0
33798
0
0
NOVO NORDISK AS SPONS ADR
ADR
670100205
59342646
462722
SH
OTR
6,7,8,9,10
0
462722
0
NVIDIA CORP
COM
67066g104
3157039
3494
SH
OTR
7,10
0
3494
0
PEPSICO INC
COM
713448108
3872796
22129
SH
SOLE
0
22129
0
0
PEPSICO INC
COM
713448108
59046022
337910
SH
OTR
6,7,8,9,10
0
337910
0
PFIZER INC
COM
717081103
354589
12778
SH
SOLE
0
12778
0
0
PFIZER INC
COM
717081103
1133254
40838
SH
OTR
6,7,8,9,10
0
40838
0
PHREESIA INC
COM
71944f106
100506
4200
SH
SOLE
0
4200
0
0
PHREESIA INC
COM
71944f106
195388
8165
SH
OTR
6,7,8,9,10
0
8165
0
PROCTER & GAMBLE CO
COM
742718109
4213632
25970
SH
SOLE
0
25970
0
0
PROCTER & GAMBLE CO
COM
742718109
61499631
379409
SH
OTR
6,7,8,9,10
0
379409
0
QUALCOMM INC
COM
747525103
2244749
13259
SH
SOLE
0
13259
0
0
QUALCOMM INC
COM
747525103
22937172
135396
SH
OTR
6,7,8,9,10
0
135396
0
RENTOKIL INITIAL PLC SPONS ADR
SPONSORED ADR
760125104
1986071
65873
SH
SOLE
0
65873
0
0
RENTOKIL INITIAL PLC SPONS ADR
SPONSORED ADR
760125104
16609235
550771
SH
OTR
6,7,8,9,10
0
550771
0
REPLIGEN CORP
COM
759916109
190357
1035
SH
SOLE
0
1035
0
0
REPLIGEN CORP
COM
759916109
279558
1520
SH
OTR
6,7,8,9,10
0
1520
0
RESTAURANT BRANDS INTERNATIONAL INC
COM
76131d103
303737
3823
SH
SOLE
0
3823
0
0
RESTAURANT BRANDS INTERNATIONAL INC
COM
76131d103
1069691
13490
SH
OTR
6,7,8,9,10
0
13490
0
RTX CORPORATION
COM
75513e101
48960
502
SH
SOLE
0
502
0
0
RTX CORPORATION
COM
75513e101
2301123
23594
SH
OTR
6,7,8,9,10
0
23594
0
S&P GLOBAL INC
COM
78409v104
139548
328
SH
SOLE
0
328
0
0
S&P GLOBAL INC
COM
78409v104
1297622
3050
SH
OTR
7,8,9
0
3050
0
SALESFORCE INC
COM
79466l302
45177
150
SH
SOLE
0
150
0
0
SALESFORCE INC
COM
79466l302
400569
1330
SH
OTR
6,9
0
1330
0
SCHLUMBERGER LTD
COM STK
806857108
87696
1600
SH
SOLE
0
1600
0
0
SCHLUMBERGER LTD
COM STK
806857108
250153
4564
SH
OTR
6,9
0
4564
0
SERVICENOW INC
COM STK
81762p102
251592
330
SH
OTR
6
0
330
0
SHERWIN WILLIAMS CO
COM
824348106
366780
1056
SH
SOLE
0
1056
0
0
SHERWIN WILLIAMS CO
COM
824348106
3271258
9472
SH
OTR
6,7,8,9,10
0
9472
0
SOUTHERN COMPANY
COM
842587107
996253
13887
SH
SOLE
0
13887
0
0
SOUTHERN COMPANY
COM
842587107
12799492
178415
SH
OTR
6,7,8,9,10
0
178415
0
SPDR S&P 500 ETF TRUST
COM
78462f103
746421
1427
SH
OTR
7,8
0
1427
0
STARBUCKS CORP
COM
855244109
137542
1505
SH
SOLE
0
1505
0
0
STARBUCKS CORP
COM
855244109
352765
3860
SH
OTR
6,7,8,9
0
3860
0
STATE STREET CORP
COM
857477103
85052
1100
SH
SOLE
0
1100
0
0
STATE STREET CORP
COM
857477103
4850825
62737
SH
OTR
6,7,8,9,10
0
62737
0
STRYKER CORPORATION
COM
863667101
1539915
4303
SH
SOLE
0
4303
0
0
STRYKER CORPORATION
COM
863667101
16618684
46710
SH
OTR
6,7,8,9,10
0
46710
0
SYSCO CORP
COM
871829107
113652
1400
SH
SOLE
0
1400
0
0
SYSCO CORP
COM
871829107
1969021
24255
SH
OTR
6,7,8,9,10
0
24255
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
1346664
2317
SH
SOLE
0
2317
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
9746944
16772
SH
OTR
6,7,8,9,10
0
16772
0
TJX COS INC
COM
872540109
2236007
22047
SH
SOLE
0
22047
0
0
TJX COS INC
COM
872540109
38864860
383803
SH
OTR
6,7,8,9,10
0
383803
0
UNION PAC CORP
COM
907818108
24593
100
SH
SOLE
0
100
0
0
UNION PAC CORP
COM
907818108
1192760
4850
SH
OTR
7,9,10
0
4850
0
VERIZON COMMUNICATIONS
COM
92343v104
2581883
61532
SH
SOLE
0
61532
0
0
VERIZON COMMUNICATIONS
COM
92343v104
27809655
662015
SH
OTR
6,7,8,9,10
0
662015
0
VISA INC CL A
COM CL A
92826c839
946360
3391
SH
SOLE
0
3391
0
0
VISA INC CL A
COM CL A
92826c839
625976
2243
SH
OTR
7,8,9,10
0
2243
0
WARNER BROS DISCOVERY INC CL A
COM SER A
934423104
3885
445
SH
SOLE
0
445
0
0
WARNER BROS DISCOVERY INC CL A
COM SER A
934423104
404932
46384
SH
OTR
6,8,9,10
0
46384
0
WATERS CORP
COM
941848103
818923
2379
SH
SOLE
0
2379
0
0
WATERS CORP
COM
941848103
2604937
7569
SH
OTR
6,7,8,9,10
0
7569
0
WELLS FARGO & CO
COM
949746101
411516
7100
SH
OTR
6
0
7100
0
WOODSIDE ENERGY GROUP LTD SPONS ADR
SPONSORED ADR
980228308
526050
26342
SH
SOLE
0
26342
0
0
WOODSIDE ENERGY GROUP LTD SPONS ADR
SPONSORED ADR
980228308
4611015
231107
SH
OTR
6,7,8,9,10
0
231107
0
WW GRAINGER INC
COM
384802104
214650
211
SH
SOLE
0
211
0
0