HAMILTON COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HAMILTON COMPANY CHARITABLE FOUNDATION (EIN 27-7018900)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-15
- IRS object ID
- 202410469349100621
- Schema version
- 2022v5.0
- 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
- Distribution From Corpus Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-15T16:47:08-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042088368 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY GRAY & GRAY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 ROYALL STREET SUITE 102 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 277018900 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAMILTON COMPANY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMI | BusinessNameControlTxt |
| Phone | 6177830039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BRIGHTON AVENUE | AddressLine1Txt |
| City | ALLSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMESON BROWN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177830039 | PhoneNum |
| Signature | 2024-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMESON | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BERARDI | PreparerPersonNm |
| PTIN | P01203181 | PTIN |
| Phone | 7814070300 | PhoneNum |
| Preparation | 2024-02-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $85,214,074 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,388,779 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $301,771 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $301,771 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,497,042 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,497,042 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $998,002 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,187,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,798,813 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $417,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $389,407 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $645,301 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $645,301 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $488,821 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $464,332 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,701,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,499,040 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,375,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,375,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,077,411 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,499,040 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,375,640 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,110,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,299,773 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,311,712 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,302,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,302,584 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $26,259,470 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $3,937,677 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $23,031,270 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $22,321,793 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $24,346,445 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $9,639,912 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,881,969 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $53,565,045 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $55,982,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,506,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,214,074 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $55,982,894 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,506,346 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,982,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,506,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,982,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,506,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,982,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,110,181 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,413,271 | OtherIncreasesAmt |
| Subtotal | $68,506,346 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $68,506,346 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,453 | OverpaymentAmt |
| Applied To ES Tax | $10,453 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMESON BROWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177830039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BRIGHTON AVE | AddressLine1Txt |
| City | ALLSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMESON BROWN | ||||||||
| 77 EXETER STREET APT 1002 | BOSTON | MA | 02116 | TRUSTEE | 1.00 | $24,000 | $0 | $0 |
| MAURA BROWN | ||||||||
| 39 BRIGHTON AVE | ALLSTON | MA | 02134 | TRUSTEE | 1.00 | $24,000 | $0 | $0 |
| FREDERICK LEBOW | ||||||||
| 71 COLCHESTER STREET | BROOKLINE | MA | 02446 | TRUSTEE | 1.00 | $24,000 | $0 | $0 |
| HARLEY BROWN | ||||||||
| 39 BRIGHTON AVE | ALLSTON | MA | 02134 | TRUSTEE | 1.00 | $24,000 | $0 | $0 |
| RONALD BROWN | ||||||||
| 39 BRIGHTON AVE | ALLSTON | MA | 02134 | TRUSTEE | 1.00 | $30,000 | $0 | $0 |
| ANDREA KOZINETZ | ||||||||
| 39 BRIGHTON AVE | ALLSTON | MA | 02134 | TRUSTEE | 1.00 | $24,000 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,920,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,111,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $44,437,669 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $72,469,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $72,469,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,087,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $71,382,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,569,122 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,569,122 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,067 | TotalTaxAmt |
| Distributable Before Adj | $3,551,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,551,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,551,055 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,375,640 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,375,640 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,551,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,233,117 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $542,835 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $324,847 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,213 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $438,227 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,541,239 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,375,640 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,375,640 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $175,415 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $175,415 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,365,824 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,057,702 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,308,122 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $542,835 | ExcessFromYear4Amt |
| Excess From Year3 | $324,847 | ExcessFromYear3Amt |
| Excess From Year2 | $2,213 | ExcessFromYear2Amt |
| Excess From Year1 | $438,227 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMESON BROWN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BRIGHTON AVE | AddressLine1Txt |
| City | ALLSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6177830039 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (178 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 2LIFE COMMUNITIES | |||||||
| 30 WALLINGFORD RD | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $300,000 |
| 2ND ACT INC | |||||||
| PO BOX 51352 | BOSTON | MA | 02205 | N/A | PC | GENERAL | $5,000 |
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC | |||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | N/A | PC | GENERAL | $10,000 |
| ALLSTON BRIGHTON COMMUNITY DEVELOPMENT | |||||||
| 18 R SHEPARD STREET SUITE 100 | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $5,000 |
| ALLSTON BRIGHTON HEALTH COLLABORATION | |||||||
| 20 LINDEN ST SUITE 288 | ALLSTON | MA | 02134 | N/A | PC | GENERAL | $15,000 |
| ALLSTON VILLAGE MAIN STREET | |||||||
| 161 HARVARD AVE | ALLSTON | MA | 02134 | N/A | PC | GENERAL | $15,000 |
| ALS ASSOCIATION MASSACHUSETTS | |||||||
| 685 CANTON STREET 103 | NORWOOD | MA | 02062 | N/A | PC | GENERAL | $7,500 |
| AMERICAN CANCER SOCIETY ROAD RACE | |||||||
| 125 S HUNTINGTON AVE | BOSTON | MA | 02130 | N/A | PC | GENERAL | $100 |
| APPRENTICE LEARNING | |||||||
| 743-745 CENTRE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | GENERAL | $7,500 |
| ARTISTS FOR HUMANITY | |||||||
| 100 W 2ND ST | BOSTON | MA | 02127 | N/A | PC | GENERAL | $15,000 |
| BARRINGTON MIDDLE SCHOOL DRAMA CLUB | |||||||
| 51 HALEY DRIVE | BARRINGTON | NH | 03825 | N/A | PC | GENERAL | $1,000 |
| BAY COVE HUMAN SERVICES | |||||||
| 66 CANAL STREET | BOSTON | MA | 02114 | N/A | PC | GENERAL | $15,000 |
| BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY | |||||||
| 41 BERKELEY ST | BOSTON | MA | 02116 | N/A | PC | GENERAL | $300,000 |
| BETH ISREAL DEACONESS HOSPITAL PLYMOUTH | |||||||
| 275 SANDWICH STREET | PLYMOUTH | MA | 02360 | N/A | PC | GENERAL | $1,000 |
| BOSTON CHINATOWN NEIGHBORHOOD CTR | |||||||
| 885 WASHINGTON ST | BOSTON | MA | 02111 | N/A | PC | GENERAL | $5,000 |
| BOSTON DEBATE LEAGUE | |||||||
| 566 COLUMBUS AVE | BOSTON | MA | 02118 | N/A | PC | GENERAL | $10,000 |
| BOSTON LYRIC OPERA | |||||||
| 15 CHANNEL CENTER ST | BOSTON | MA | 02210 | N/A | PC | GENERAL | $10,000 |
| BOSTON PHILHARMONIC ORCHESTRA | |||||||
| 295 HUNTINGTON AVE SUITE 210 | BOSTON | MA | 02116 | N/A | PC | GENERAL | $15,000 |
| BOSTON PREPARATORY CHARTER PUBLIC SCHOOL | |||||||
| 885 RIVER ST | BOSTON | MA | 02136 | N/A | PC | GENERAL | $5,000 |
| BOSTON PRESERVATION ALLIANCE | |||||||
| 87 MT VERNON ST | BOSTON | MA | 02108 | N/A | PC | GENERAL | $2,500 |
| BOSTON STRING ACAMDEMY | |||||||
| 249 HARRISON AVE | BOSTON | MA | 02111 | N/A | PC | GENERAL | $5,000 |
| BOSTON WINTER BALL CORPORATION | |||||||
| 401 OCEAN ROAD | NARRAGANSETT | RI | 02882 | N/A | PC | GENERAL | $25,000 |
| BOSTON YOUTH SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTES AVE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $5,000 |
| BREAD & ROSES | |||||||
| 58 NEWBURY STREET | LAWRENCE | MA | 01840 | N/A | PC | GENERAL | $10,000 |
| BREAKTHROUGH GREATER BOSTON | |||||||
| 459 BROADWAY | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL | $10,000 |
| BREAKTIME | |||||||
| 170 PORTLAND ST | BOSTON | MA | 02114 | N/A | PC | GENERAL | $5,000 |
| BROOKLINE ARTS CENTER | |||||||
| 86 MONMOUTH STREET | BROOKLINE | MA | 02446 | N/A | PC | GENERAL | $25,000 |
| BROOKLINE COMMUNITY FOUNDATION | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $15,000 |
| BROOKLINE FOOD PANTRY | |||||||
| 15 ST PAUL ST | BROOKLINE | MA | 02446 | N/A | PC | GENERAL | $30,000 |
| BROOKLINE GREENSPACE ALLIANCE | |||||||
| PO BOX 470514 | BROOKLINE | MA | 02447 | N/A | PC | GENERAL | $1,500 |
| BROOKLINE HUB INC | |||||||
| 164 WASHINGTON STREET | NEWTON | MA | 02458 | N/A | PC | GENERAL | $10,000 |
| BROOKLINE TEEN CENTER | |||||||
| 40 ASPINWALL AVE | BROOKLINE | MA | 02446 | N/A | PC | GENERAL | $15,000 |
| BROOKLINE YOUTH FUND | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $10,000 |
| BUILD GREATER BOSTON | |||||||
| 6 BEACON STREET SUITE 415 | BOSTON | MA | 02108 | N/A | PC | GENERAL | $25,000 |
| CAMBRIDGE CAMPING ASSOCIATION | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL | $5,000 |
| CARE DIMENSIONS INC | |||||||
| 75 SYLVAN ST STE B-102 | DANVERS | MA | 01923 | N/A | PC | GENERAL | $25,000 |
| CARITAS COMMUNITIES | |||||||
| 25 BRAINTREE HILL PARK 206 | BRAINTREE | MA | 02184 | N/A | PC | GENERAL | $37,500 |
| CELEBRITY SERIES OF BOSTON | |||||||
| 20 PARK PLAZA 1032 | BOSTON | MA | 02116 | N/A | PC | GENERAL | $5,000 |
| CENTRE STREET FOOD PANTRY | |||||||
| 11 HOMER STREET | NEWTON CENTER | MA | 02459 | N/A | PC | GENERAL | $15,000 |
| CHAMELEON ARTS ENSEMBLE OF BOSTON | |||||||
| 6 ROCKY NOOK TERRACE | JAIMAICA PLAIN | MA | 02130 | N/A | PC | GENERAL | $2,000 |
| CHARLES RIVER ASSOCIATES | |||||||
| 200 CLARENDON STREET | BOSTON | MA | 02116 | N/A | PC | GENERAL | $5,000 |
| CHARLES RIVER CONSERVANCY | |||||||
| S3-3 43 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | N/A | PC | GENERAL | $12,500 |
| CHILDREN'S ROOM | |||||||
| 1210 MASSACHUSETTS AVE | ARLINGTON | MA | 02476 | N/A | PC | GENERAL | $10,000 |
| CHILDRENS ONCOLOGY SERVICES OF MASSACHUSETTS | |||||||
| 229 KENT STREET | BROOKLINE | MA | 02446 | N/A | PC | GENERAL | $25,000 |
| CITIZENS FOR JUVENILE JUSTICE | |||||||
| 44 SCHOOL ST 415 | BOSTON | MA | 02108 | N/A | PC | GENERAL | $10,000 |
| CITIZENS SCHOOL | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | N/A | PC | GENERAL | $15,000 |
| CITY KIDS INC | |||||||
| 5669 N NORTHWEST HIGHWAY | CHICAGO | IL | 60646 | N/A | PC | GENERAL | $5,000 |
| CLARKE SCHOOL FOR HEARING AND SPEECH | |||||||
| 1 WHITMAN ROAD | CANTON | MA | 02021 | N/A | PC | GENERAL | $8,000 |
| COMMUNITY ACTION AGENCY OF SOMERVILLE | |||||||
| 66 UNION SQUARE | SOMERVILLE | MA | 02143 | N/A | PC | GENERAL | $10,000 |
| COMMUNITY ROWING | |||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $5,000 |
| COMMUNITY WORK SERVICES | |||||||
| 174 PORTLAND ST 2 | BOSTON | MA | 02114 | N/A | PC | GENERAL | $7,500 |
| COOLIDGE CORNER THEATRE | |||||||
| 290 HARVARD ST | BROOKLINE | MA | 02446 | N/A | PC | GENERAL | $8,500 |
| COOPERATIVE METROPOLITAN MINISTRIES | |||||||
| 474 CENTRE STREET | NEWTON | MA | 02458 | N/A | PC | GENERAL | $5,000 |
| CRADLES TO CRAYONS | |||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $50,000 |
| CRISTO REY BOSTON HIGH SCHOOL | |||||||
| 100 SAVIN HILL AVE | DORCHESTER | MA | 02125 | N/A | PC | GENERAL | $5,000 |
| CROSSROADS FOR KIDS | |||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | N/A | PC | GENERAL | $15,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $10,000 |
| DOC WAYNE | |||||||
| 418 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | GENERAL | $15,000 |
| DREAMFAR HIGH SCHOOL MARATHON | |||||||
| 27 SCOTNEY ROAD | CHESTNUT HILL | MA | 02467 | N/A | PC | GENERAL | $10,000 |
| EASTERSEALS MASSACHUSETTS | |||||||
| 18 CHESTNUT STREET SUITE 200 | WORCESTER | MA | 01608 | N/A | PC | GENERAL | $5,000 |
| ELLIE FUND FOR BREAST CANCER | |||||||
| 200 RESERVOIR ST | NEEDHAM | MA | 02494 | N/A | PC | GENERAL | $5,100 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 125 FENWAY | BOSTON | MA | 02115 | N/A | PC | GENERAL | $17,500 |
| ENGLISH FOR NEW BOSTONIANS | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PC | GENERAL | $20,000 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE ST | BOSTON | MA | 02124 | N/A | PC | GENERAL | $10,000 |
| ESPERANZA ACADEMY | |||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | N/A | PC | GENERAL | $45,000 |
| EVERGREEN DAY SCHOOL | |||||||
| 795 CONCORD AVE | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL | $5,000 |
| FALMOUTH DOG PARKS | |||||||
| 257 BRICK KILN RD | EAST FALMOUTH | MA | 02536 | N/A | PC | GENERAL | $2,000 |
| FAMILIES FIRST PARENTING PROGRAMS | |||||||
| 9 GALEN ST | WATERTOWN | MA | 02472 | N/A | PC | GENERAL | $10,000 |
| FAMILY ACCESS OF NEWTON | |||||||
| 492 WALTHAM STREET | NEWTON | MA | 02465 | N/A | PC | GENERAL | $10,000 |
| FAMILY NURTURING CENTER OF MASSACHUSETTS | |||||||
| 200 BOWDOIN ST | DORCHESTER | MA | 02122 | N/A | PC | GENERAL | $15,000 |
| FENWAY CIVIC ASSOCIATION | |||||||
| BOX 230435 | BOSTON | MA | 02123 | N/A | PC | GENERAL | $5,000 |
| FENWAY COMMUNITY DEVELOPMENT CORP | |||||||
| 70 BURBANK STREET | BOSTON | MA | 02115 | N/A | PC | GENERAL | $30,000 |
| FIND THE CAUSE BREAST CANCER FOUNDATION | |||||||
| PO BOX 2112 | FRAMINGHAM | MA | 01703 | N/A | PC | GENERAL | $5,000 |
| FOLLOW YOUR ARTS COMMUNITY STUDIOS | |||||||
| 647 MAIN ST | MELROSE | MA | 02176 | N/A | PC | GENERAL | $5,000 |
| FRANCISCAN HOSPITAL FOR CHILDREN | |||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $25,000 |
| FRIENDSHIP HOME INC | |||||||
| 458 MAIN STREET | NORWELL | MA | 02061 | N/A | PC | GENERAL | $15,000 |
| FRIENDSHIPWORKS | |||||||
| 105 CHAUNCY ST | BOSTON | MA | 02111 | N/A | PC | GENERAL | $12,000 |
| FULLER CRAFT MUSEUM | |||||||
| 455 OAK STREET | BROCKTON | MA | 02301 | N/A | PC | GENERAL | $15,000 |
| GATEWAY ARTS | |||||||
| 62 HAVARD ST | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $5,000 |
| GODDARD HOUSE ASSISTED LIVING | |||||||
| 165 CHESTNUT STREET | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $10,000 |
| GOLF FIGHTS CANCER | |||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | N/A | PC | GENERAL | $10,000 |
| HALEY HOUSE SOUP KITCHEN | |||||||
| 23 DARTMOUTH ST | BOSTON | MA | 02116 | N/A | PC | GENERAL | $10,000 |
| HANDEL AND HAYDEN SOCIETY | |||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | N/A | PC | GENERAL | $10,000 |
| HEBREW SENIOR LIFE | |||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | N/A | PC | GENERAL | $400,000 |
| HELPING HANDS MONKEY HELPERS | |||||||
| 541 CAMBRIDGE ST | ALLSTON | MA | 02134 | N/A | PC | GENERAL | $7,500 |
| HISTORIC NEWTON | |||||||
| 527 WASHINGTON ST | NEWTON | MA | 02458 | N/A | PC | GENERAL | $100 |
| HMS MEDSCIENCE | |||||||
| 210 LONGWOOD AVE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $5,000 |
| HOME FOR LITTLE WANDERERS | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | N/A | PC | GENERAL | $42,000 |
| HORACE MANN EDUCATIONAL ASSOCIATES | |||||||
| 8 FORGE PARK EAST | FRANKLIN | MA | 02038 | N/A | PC | GENERAL | $14,140 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | N/A | PC | GENERAL | $20,000 |
| HOSPITALITY HOMES | |||||||
| PO BOX 15265 | BOSTON | MA | 02215 | N/A | PC | GENERAL | $20,000 |
| HOUSING FAMILIES | |||||||
| 919 EASTERN AVE | MALDEN | MA | 02148 | N/A | PC | GENERAL | $20,000 |
| HYDE SQUAE TASK FORCE | |||||||
| 30 SUNNYSIDE ST | BOSTON | MA | 02130 | N/A | PC | GENERAL | $5,000 |
| ISABELLA STUART GARDNER MUSEUM | |||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | N/A | PC | GENERAL | $10,000 |
| JEREMIAH PROGRAM BOSTON | |||||||
| 130 WARREN ST | BOSTON | MA | 02119 | N/A | PC | GENERAL | $20,000 |
| JOSLIN DIABETES CENTER | |||||||
| 1 JOSLIN PL | BOSTON | MA | 02215 | N/A | PC | GENERAL | $5,000 |
| JUSTICE RESOURCE INSTITUTE | |||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 02494 | N/A | PC | GENERAL | $10,000 |
| LAZARUS HOUSE | |||||||
| 412 HAMPSHIRE ST | LAWRENCE | MA | 01841 | N/A | PC | GENERAL | $10,000 |
| LOVELANE | |||||||
| 40 BAKER BRIDGE RD | LINCOLN | MA | 01773 | N/A | PC | GENERAL | $5,000 |
| LOWELL COMMUNITY CHARTER PUBLIC SCHOOL | |||||||
| 206 JACKSON ST | LOWELL | MA | 01852 | N/A | PC | GENERAL | $5,000 |
| LWVMA | |||||||
| 90 CANAL ST 415 | BOSTON | MA | 02114 | N/A | PC | GENERAL | $100 |
| LYRIC STAGE COMPANY OF BOSTON | |||||||
| 140 CLARENDON ST | BOSTON | MA | 02116 | N/A | PC | GENERAL | $5,000 |
| MAB COMMUNITY SERVICES | |||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | N/A | PC | GENERAL | $45,000 |
| MASSACHUSETTS ADOPTION RESOURCE EXCHANGE | |||||||
| 19 NEEDHAM ST SUITE 206 | NEWTON HIGHLAND | MA | 02461 | N/A | PC | GENERAL | $10,000 |
| MASSACHUSETTS COALITION FOR THE HOMELESS | |||||||
| 15 BUBIER ST | LYNN | MA | 01901 | N/A | PC | GENERAL | $10,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | N/A | PC | GENERAL | $50,000 |
| MERRIMACK VALLEY DREAM CENTER | |||||||
| 60 ISLAND STREET | LAWRENCE | MA | 01840 | N/A | PC | GENERAL | $5,000 |
| MIND MATTERS BOSTON | |||||||
| 53 STATE ST | BOSTON | MA | 02109 | N/A | PC | GENERAL | $5,000 |
| MISTRAL MUSIC INC | |||||||
| PO BOX 5075 | ANDOVER | MA | 01810 | N/A | PC | GENERAL | $10,000 |
| MORE THAN WORDS | |||||||
| 242 E BERKELEY ST | BOSTON | MA | 02118 | N/A | PC | GENERAL | $15,000 |
| MSPCA- ANGELL | |||||||
| 350 S HUNTINGTON AVE | BOSTON | MA | 02130 | N/A | PC | GENERAL | $5,000 |
| NATIONAL BRAILLE PRESS | |||||||
| 88 ST STEPHEN ST | BOSTON | MA | 02115 | N/A | PC | GENERAL | $6,000 |
| NATIONAL BRAIN TUMOR SOCIETY | |||||||
| 55 CHAPEL STREET | NEWTON | MA | 02458 | N/A | PC | GENERAL | $7,500 |
| NATIONAL TAY-SACHS & ALLIED DISEASES | |||||||
| 2001 BEACON STREET 204 | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $5,000 |
| NATIVITY PREPARATORY SCHOOL | |||||||
| 39 LAMARTINE ST | JAIMAICA PLAIN | MA | 02130 | N/A | PC | GENERAL | $30,000 |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $30,000 |
| NEW REPERTORY THEATRE | |||||||
| 321 ARSENAL ST | WATERTOWN | MA | 02472 | N/A | PC | GENERAL | $2,500 |
| NEWTON COMMUNITY SERVICE CENTER | |||||||
| 492 WALTHAM STREET | WEST NEWTON | MA | 02465 | N/A | PC | GENERAL | $5,000 |
| NEWTON SCHOOLS FOUNDATION | |||||||
| PO BOX 590020 | NEWTON | MA | 02459 | N/A | PC | GENERAL | $100 |
| NORWELL VISITING NURSE ASSOCIATION | |||||||
| 120 LONGWATER DRIVE | NORWELL | MA | 02061 | N/A | PC | GENERAL | $15,000 |
| OAK SQUARE YMCA | |||||||
| 615 WASHINGTON ST | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $20,000 |
| OLD NORTH FOUNDATION | |||||||
| 193 SALEM ST | BOSTON | MA | 02113 | N/A | PC | GENERAL | $15,000 |
| ONE CAN HELP | |||||||
| PO BOX 55 | NEWTON | MA | 02468 | N/A | PC | GENERAL | $5,000 |
| OPERATION ABLE OF GREATER BOSTON | |||||||
| 174 PORTLAND STREET | BOSTON | MA | 02114 | N/A | PC | GENERAL | $5,000 |
| OPERATION WARM INC | |||||||
| 6 DICKINSON DR 314 | CHADDS FORD | PA | 19317 | N/A | PC | GENERAL | $7,500 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 N BEACON ST | WATERTOWN | MA | 02472 | N/A | PC | GENERAL | $15,000 |
| PIERS PARK SAILING CENTER | |||||||
| 95 MARGINAL STREET | BOSTON | MA | 02128 | N/A | PC | GENERAL | $7,500 |
| PLAYWORKS NEW ENGLAND | |||||||
| 67 KEMBLE ST SUITE 36 | BOSTON | MA | 02119 | N/A | PC | GENERAL | $5,000 |
| PLUGGED IN BAND PROGRAM | |||||||
| 40 FREEMAN PL 2418 | NEEDHAM | MA | 02492 | N/A | PC | GENERAL | $2,500 |
| PMC JIMMY FUND | |||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $6,000 |
| PRESENTATION SCHOOL INC | |||||||
| 634 WASHINGTON STREET | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $31,000 |
| PROJECT STEP | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $5,000 |
| PROSPECT HILL ACADEMY | |||||||
| 50 ESSEX STREET | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL | $5,000 |
| PUPPET SHOWPLACE THEATRE | |||||||
| 32 STATION ST | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $5,000 |
| RAISING A READER MASSACHUSETTS | |||||||
| 3 SCHOOL STREET | BOSTON | MA | 02108 | N/A | PC | GENERAL | $10,000 |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | N/A | PC | GENERAL | $10,000 |
| REACH BEYOND DOMESTIC VIOLENCE | |||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | N/A | PC | GENERAL | $10,000 |
| REACH OUT AND READ | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | N/A | PC | GENERAL | $5,000 |
| REHEARSAL FOR LIFE | |||||||
| 670 CENTRE STRE SUITE 8 | JAIMAICA PLAIN | MA | 02130 | N/A | PC | GENERAL | $10,000 |
| RESCUING LEFTOVER CUISINE | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK CITY | NY | 10004 | N/A | PC | GENERAL | $5,000 |
| ROGERSON COMMUNITIES | |||||||
| 1 FLORENCE STREET | ROSLINDALE | MA | 02131 | N/A | PC | GENERAL | $25,000 |
| ROOM TO GROW NATIONAL INC | |||||||
| 142 BERKELEY STREET | BOSTON | MA | 02116 | N/A | PC | GENERAL | $20,000 |
| SAINT COLUMBKILLE PARTNERSHIP SCHOOL | |||||||
| 25 ARLINGTON ST | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $15,000 |
| SCIENCE FROM SCIENTISTS | |||||||
| 1 DEANGELO DRIVE | BEDFORD | MA | 01730 | N/A | PC | GENERAL | $10,000 |
| SCITUATE COMMUNITY CHRISTMAS | |||||||
| 125 MANN LOT RD | SCITUATE | MA | 02066 | N/A | PC | GENERAL | $7,500 |
| SHRINERS HOSPITAL | |||||||
| 51 BLOSSOM STREET | BOSTON | MA | 02114 | N/A | PC | GENERAL | $5,000 |
| SILVER LINING MENTORING | |||||||
| 727 ATLANTIC AVE 3 | BOSTON | MA | 02111 | N/A | PC | GENERAL | $5,000 |
| SOCIAL CAPITAL INC | |||||||
| 165 NEW BOSTON ST | WOBURN | MA | 01801 | N/A | PC | GENERAL | $7,500 |
| STEPS TO SUCCESS | |||||||
| 24 WEBSTER PL | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $25,000 |
| STONE INSTITUE AND REHABILITATION | |||||||
| 277 ELLIOT STREET | NEWTON UPPER FALLS | MA | 02464 | N/A | PC | GENERAL | $10,000 |
| SUPPORTIVE LIVING | |||||||
| 17 WARREN AVE | WOBURN | MA | 01801 | N/A | PC | GENERAL | $30,000 |
| TEACH FOR AMERICA | |||||||
| 60 CANAL STREET | BOSTON | MA | 02114 | N/A | PC | GENERAL | $10,000 |
| THE BASE | |||||||
| 150 SHIRLEY ST | ROXBURY | MA | 02119 | N/A | PC | GENERAL | $30,000 |
| THE BROOKLINE CENTER | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $175,000 |
| THE CAROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | N/A | PC | GENERAL | $35,000 |
| THE CHILDREN'S ROOM | |||||||
| 1210 MASS AVE | ARLINGTON | MA | 02476 | N/A | PC | GENERAL | $5,000 |
| THE FISHING ACADEMY | |||||||
| 16 ADAIR RD | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $5,000 |
| THE FORSYTH INSTITUTE | |||||||
| 245 FIRST ST | CAMBRIDGE | MA | 02142 | N/A | PC | GENERAL | $25,000 |
| THE FUND FOR PARKS AND RECREATION | |||||||
| 1010 MASSACHUSETTS AVE 3 | BOSTON | MA | 02118 | N/A | PC | GENERAL | $10,000 |
| THE GREAT BOSTON FOOD BANK | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | N/A | PC | GENERAL | $10,000 |
| THE NATURE CONNECTION | |||||||
| 40 STOW ST | CONCORD | NH | 01742 | N/A | PC | GENERAL | $7,500 |
| THE NEXT STEP FUND | |||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL | $15,000 |
| THE PRICE CENTER | |||||||
| 27 CHRISTINA ST | NEWTON | MA | 02461 | N/A | PC | GENERAL | $15,000 |
| THE STEPPINGSTONE FOUNDATION | |||||||
| 1 APPLETON ST | BOSTON | MA | 02116 | N/A | PC | GENERAL | $5,000 |
| THIRD SECTOR NEW ENGLAND | |||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | N/A | PC | GENERAL | $10,000 |
| TRINITY BOSTON CONNECTS | |||||||
| 206 CLARENDON ST | BOSTON | MA | 02116 | N/A | PC | GENERAL | $5,000 |
| UNBOUND VISUAL ARTS | |||||||
| 43 N BEACON STREET | ALLSTON | MA | 02134 | N/A | PC | GENERAL | $5,000 |
| VICTORY PROGRAMS | |||||||
| 965 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | N/A | PC | GENERAL | $20,000 |
| VISIONS INC | |||||||
| 1452 DORCHESTER AVE | DORCHESTER | MA | 02122 | N/A | PC | GENERAL | $5,000 |
| WALKER INC | |||||||
| 1968 CENTRAL AVENUE | NEEDHAM | MA | 02492 | N/A | PC | GENERAL | $5,000 |
| WATERWORKS MUSEUM | |||||||
| 2450 BEACON STREET | CHESNUT HILL | MA | 02467 | N/A | PC | GENERAL | $10,000 |
| WEST END HOUSE | |||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | N/A | PC | GENERAL | $125,000 |
| WGBH EDUCATIONAL FOUNDATION | |||||||
| 1 GUEST ST | BOSTON | MA | 02135 | N/A | PC | GENERAL | $10,000 |
| WHITTIER STREET HEALTH CENTER COMMITTEE | |||||||
| 1290 TREMONT ST | ROXBURY | MA | 02120 | N/A | PC | GENERAL | $10,000 |
| WILDFLOWER INC | |||||||
| 271 LINCOLN ST | LEXINGTON | MA | 02421 | N/A | PC | GENERAL | $5,000 |
| YEAR UP GREATER BOSTON | |||||||
| 45 MILK ST | BOSTON | MA | 02109 | N/A | PC | GENERAL | $40,000 |
| YOUTH ENRICHMENT SERVICES | |||||||
| 412 MASSACHUSETTS AVE | BOSTON | MA | 02118 | N/A | PC | GENERAL | $5,000 |
| ZUMIX | |||||||
| 260 SUMNER ST | EAST BOSTON | MA | 02128 | N/A | PC | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,375,640 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301,771 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | $405,793 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $592,209 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $405,793 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $301,771 | ExclusionAmt |
| Related Or Exempt Function Incm | $592,209 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,299,773 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE INCOME GENERATED IS USED TO FUND THE AMOUNT OF CHARITABLE |
| 4 | THE INCOME GENERATED IS USED TO FUND THE AMOUNT OF CHARITABLE |
| 8 | THE INCOME GENERATED IS USED TO FUND THE AMOUNT OF CHARITABLE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAROLD BROWN CHARITABLE LEAD & ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BRIGHTON AVE | AddressLine1Txt |
| City | ALLSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,388,779 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | TAXPAYER HEREBY ELECTS UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT THE REMAINING QUALIFING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUS | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT - AMERIPRISE | AT COST | $13,702,258 | $13,702,258 |
| INVESTMENT IN PARTNERSHIPS | AT COST | $5,408,148 | $20,091,224 |
| INVESTMENT - VANGUARD | AT COST | $19,771,563 | $19,771,563 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (26 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $23,484 | $0 | $0 |
| OFFICE EXPENSE | $1,005 | $0 | $0 |
| MANAGMENT FEES | $34,536 | $34,536 | $0 |
| INSURANCE | $17,578 | $17,578 | $0 |
| CLEANING | $15,756 | $15,756 | $0 |
| REPAIRS AND MAINTENANCE | $105,880 | $105,880 | $0 |
| UTILITIES | $57,998 | $57,998 | $0 |
| ADMINISTRATION | $9,956 | $9,956 | $0 |
| MISC | $22,721 | $22,721 | $0 |
| BAD DEBT | $233 | $233 | $0 |
| INVESTMENT INTEREST EXPENSE | $21,623 | $21,623 | $0 |
| INVESTMENT INTEREST EXPENSE | $35,926 | $35,926 | $0 |
| INSURANCE | $6,874 | $6,874 | $0 |
| REPAIRS AND MAINTENANCE | $17,743 | $17,743 | $0 |
| CLEANING | $1,652 | $1,652 | $0 |
| UTILITIES | $10,350 | $10,350 | $0 |
| ADMINISTRATION | $192 | $192 | $0 |
| MANAGEMENT FEES | $18,008 | $18,008 | $0 |
| CLEANING | $21,593 | $21,593 | $0 |
| REPAIRS AND MAINTENANCE | $14,206 | $14,206 | $0 |
| UTILITIES | $6,893 | $6,893 | $0 |
| ADMINISTRATION | $11,880 | $11,880 | $0 |
| MANAGEMENT FEES | $21,815 | $21,815 | $0 |
| MISC | $1,350 | $1,350 | $0 |
| INSURANCE | $9,478 | $9,478 | $0 |
| AMORTIZATION | $91 | $91 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS / LOSSES | $199,008 |
| PROVISION FOR FEDERAL TAXES | $81,046 |
| OTHER CHANGES IN NET ASSETS/FUND BALANCE | $2,649,250 |
| PARTNERSHIP INVESTMENTS BASIS | $7,483,967 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMESON BROWN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BRIGHTON AVE | AddressLine1Txt |
| City | ALLSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02134 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA TAX EXPENSE | $28,242 | $0 | $0 |
| REAL ESTATE TAXES | $79,739 | $79,739 | $0 |
| OTHER TAXES | $0 | $0 | $0 |
| REAL ESTATE TAXES | $153,370 | $153,370 | $0 |
| TAXES | $156,298 | $156,298 | $0 |
Comments