HAMILTON COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HAMILTON COMPANY CHARITABLE FOUNDATION (EIN 27-7018900)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202433209349106723
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T15:35:07-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042088368PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRAY GRAY & GRAY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 ROYALL STREET SUITE 102AddressLine1Txt
CityCANTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN277018900EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HAMILTON COMPANY CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHAMIBusinessNameControlTxt
Phone6177830039PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 BRIGHTON AVENUEAddressLine1Txt
CityALLSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02134ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMESON BROWNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6177830039PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY A BERARDIPreparerPersonNm
PTINP01203181PTIN
Phone7814070300PhoneNum
Preparation2024-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$82,531,871FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,448,595ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$307,998InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$307,998InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,006,404DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,006,404DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$3,167,583GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$3,167,583GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$1,614,261NetRentalIncomeOrLossAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,930,580TotalRevAndExpnssAmt
Total Net Invst Incm$4,481,985TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$125,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$4,216InterestRevAndExpnssAmt
Interest Net Invst Incm$4,216InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$370,206TaxesRevAndExpnssAmt
Taxes Net Invst Incm$369,133TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$651,071DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$651,071DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$567,273OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$528,902OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,717,766TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,553,322TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,921,174ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,921,174ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,638,940TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,553,322TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,921,174TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,291,640ExcessRevenueOverExpensesAmt
Net Investment Income$2,928,663NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,302,584SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,507,609SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,507,609SavAndTempCashInvstEOYFMVAmt
Invst Land Cost Or Other Basis$27,376,486InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$4,588,838InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$22,321,793LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$22,787,648LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$24,346,445LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$38,881,969OtherInvestmentsBOYAmt
Other Investments EOY$38,416,296OtherInvestmentsEOYAmt
Other Investments EOYFMV$53,677,817OtherInvestmentsEOYFMVAmt
Total Assets BOY$68,506,346TotalAssetsBOYAmt
Total Assets EOY$65,711,553TotalAssetsEOYAmt
Total Assets EOYFMV$82,531,871TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$68,506,346RetainedEarningBOYAmt
Retained Earning EOY$65,711,553RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$68,506,346TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$65,711,553TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$68,506,346TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$65,711,553TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$68,506,346TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,291,640ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$71,797,986SubtotalAmt
Other Decreases$6,086,433OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$65,711,553TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$40,708InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$40,708SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$40,708TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,453EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$20,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$30,453TotalPaymentsAndCreditsAmt
Es Penalty$314EsPenaltyAmt
Tax Due$10,569TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JAMESON BROWNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6177830039PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line139 BRIGHTON AVEAddressLine1Txt
CityALLSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02134ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMESON BROWN
77 EXETER STREET APT 1002BOSTONMA02116TRUSTEE1.00$20,000$0$0
MAURA BROWN
39 BRIGHTON AVEALLSTONMA02134TRUSTEE1.00$20,000$0$0
FREDERICK LEBOW
71 COLCHESTER STREETBROOKLINEMA02446TRUSTEE1.00$20,000$0$0
HARLEY BROWN
39 BRIGHTON AVEALLSTONMA02134TRUSTEE1.00$20,000$0$0
RONALD BROWN
39 BRIGHTON AVEALLSTONMA02134TRUSTEE1.00$25,000$0$0
ANDREA KOZINETZ
39 BRIGHTON AVEALLSTONMA02134TRUSTEE1.00$20,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$29,033,114AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,327,859AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$44,437,669FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$76,798,642TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$76,798,642AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,151,980CashDeemedCharitableAmt
Net Vl Noncharitable Assets$75,646,662NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,782,333MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,782,333MinimumInvestmentReturnAmt
Tax Based On Investment Income$40,708TaxBasedOnInvestmentIncomeAmt
Income Tax$72,892IncomeTaxAmt
Total Tax$113,600TotalTaxAmt
Distributable Before Adj$3,668,733DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,668,733DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,668,733DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,921,174ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,921,174QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,668,733DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$542,835ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$324,847ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,213ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$438,227ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,308,122TotalExcessDistributionCyovAmt
Qualifying Distributions$3,921,174QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,668,733AppliedToCurrentYearAmt
Remaining Distri From Corpus$252,441RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,560,563TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$542,835ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,017,728ExcessDistriCyovToNextYrAmt
Excess From Year4$324,847ExcessFromYear4Amt
Excess From Year3$2,213ExcessFromYear3Amt
Excess From Year2$438,227ExcessFromYear2Amt
Excess From Current Year$252,441ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMESON BROWNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line139 BRIGHTON AVEAddressLine1Txt
CityALLSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02134ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6177830039RecipientPhoneNum
Form And Info And MaterialsNONEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (210 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2LIFE COMMUNITIES
30 WALLINGFORD RDBRIGHTONMA02135N/APCGENERAL$300,000
2ND ACT INC
PO BOX 51352BOSTONMA02205N/APCGENERAL$5,000
826 BOSTON
30335 WASHINGTON STREETROXBURYMA02119N/APCGENERAL$5,000
ACTORS SHAKESPEARE PROJECT
442 BUNKER HILL STREETCHARLESTOWNMA02129N/APCGENERAL$10,000
ALLSTON BRIGHTON CDC
20 LINDEN ST SUITE 288ALLSTONMA02134N/APCGENERAL$20,000
ALLSTON BRIGHTON HEALTH COLLABORATION
20 LINDEN ST SUITE 288ALLSTONMA02134N/APCGENERAL$10,000
ALLSTON BRIGHTON PARADE COMMITTEE
151 BRIGHTON AVENUEALLSTONMA02134N/APCGENERAL$1,000
ALLSTON VILLAGE MAIN STREET
161 HARVARD AVEALLSTONMA02134N/APCGENERAL$15,000
ALZHEIMER'S ASSOCIATION
320 NEVADA STREETNEWTONMA02460N/APCGENERAL$100
AMERICAN SCORES NEW ENGLAND
284 AMORY STREETJAMAICA PLAINMA02130N/APCGENERAL$10,000
ARTISTS FOR HUMANITY
100 W 2ND STBOSTONMA02127N/APCGENERAL$15,000
BAY COVE HUMAN SERVICES
66 CANAL STREETBOSTONMA02114N/APCGENERAL$20,000
BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY
41 BERKELEY STBOSTONMA02116N/APCGENERAL$325,000
BENTLEY UNIVERSITY
175 FOREST STREETWALTHAMMA02452N/APCGENERAL$100
BIG BROTHER BIG SISTER OF MASS BAY
75 FEDERL STREETBOSTONMA02110N/APCGENERAL$30,000
BOSTON AREA GLEANERS
91 MARTIN STREETACTONMA01720N/APCGENERAL$10,000
BOSTON BALLET
153 NEEDHAM STREETNEWTONMA02464N/APCGENERAL$5,000
BOSTON CENTER - YOUTH & FAMILIES
1483 TREMONT STREETROXBURY CROSSINGMA02120N/APCGENERAL$2,500
BOSTON CHILDREN'S CHORUS
33 ARCH STREETBOSTONMA02110N/APCGENERAL$5,000
BOSTON CHILDREN'S HOSPITAL TRUST
401 PARK DRIVE SUITE 602BOSTONMA02115N/APCGENERAL$10,100
BOSTON CHINATOWN NEIGHBORHOOD CTR
885 WASHINGTON STBOSTONMA02111N/APCGENERAL$5,000
BOSTON DEBATE LEAGUE
566 COLUMBUS AVEBOSTONMA02118N/APCGENERAL$10,000
BOSTON LYRIC OPERA
15 CHANNEL CENTER STBOSTONMA02210N/APCGENERAL$15,000
BOSTON MEDICAL CENTER
ONE BOSTON MEDICAL CENTER PIBOSTONMA02118N/APCGENERAL$7,500
BOSTON PARTNERS IN EDUCATION
192 SOUTH STREETBOSTONMA02111N/APCGENERAL$5,000
BOSTON PHILHARMONIC ORCHESTRA
295 HUNTINGTON AVE SUITE 210BOSTONMA02116N/APCGENERAL$15,000
BOSTON PREPARATORY CHARTER PUBLIC SCHOOL
885 RIVER STBOSTONMA02136N/APCGENERAL$10,000
BOSTON STRING ACAMDEMY
249 HARRISON AVEBOSTONMA02111N/APCGENERAL$7,500
BOSTON WINTER BALL CORPORATION
401 OCEAN ROADNARRAGANSETTRI02882N/APCGENERAL$25,000
BOSTON YOUTH SYMPHONY ORCHESTRA
301 MASSACHUSETTES AVEBOSTONMA02115N/APCGENERAL$5,000
BREAD OF LIFE
54 EASTERN AVEMALDENMA02148N/APCGENERAL$5,000
BREAD & ROSES
58 NEWBURY STREETLAWRENCEMA01840N/APCGENERAL$10,500
BREAKTHROUGH GREATER BOSTON
459 BROADWAYCAMBRIDGEMA02138N/APCGENERAL$10,000
BRIDGE OVER TROUBLED WATERS INC
68 WAVERLY STBRIGHTONMA02135N/APCGENERAL$10,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115N/APCGENERAL$10,000
BRIGHTON ALLSTON HISTORICAL SOCIETY
BOX 35163BRIGHTONMA02135N/APCGENERAL$228
BROOKLINE COMMUNITY FOUNDATION
40 WEBSTER PLACEBROOKLINEMA02445N/APCGENERAL$50,000
BROOKLINE COMMUNITY MENTAL HEALTH CENTER
41 GARRISON ROADBROOKLINEMA02445N/APCGENERAL$175,000
BROOKLINE FOOD PANTRY
15 ST PAUL STBROOKLINEMA02446N/APCGENERAL$35,000
BROOKLINE HUB INC
164 WASHINGTON STREETNEWTONMA02458N/APCGENERAL$5,000
BROOKLINE MUSIC SCHOOL
25 KENNARD ROADBROOKLINEMA02445N/APCGENERAL$5,000
BROOKLINE YOUTH FUND
40 WEBSTER PLACEBROOKLINEMA02445N/APCGENERAL$12,000
BUILD GREATER BOSTON
6 BEACON STREET SUITE 415BOSTONMA02108N/APCGENERAL$25,000
CAMBRIDGE CAMPING ASSOCIATION
99 BISHOP ALLEN DRIVECAMBRIDGEMA02139N/APCGENERAL$5,000
CAMBRIDGE COLLEGE
500 RUTHERFORD AVEBOSTONMA02129N/APCGENERAL$10,000
CARE DIMENSIONS INC
75 SYLVAN ST STE B-102DANVERSMA01923N/APCGENERAL$25,000
CARROL CENTER FOR THE BLIND
770 CENTRE STREETNEWTONMA02458N/APCGENERAL$35,000
CATHEDRAL HIGH SCHOOL
74 UN PK STREETBOSTONMA02118N/APCGENERAL$5,000
CATIE'S CLOSET
63 SPRAGUE STREETHYDE PARKMA02136N/APCGENERAL$10,000
CELEBRITY SERIES OF BOSTON
20 PARK PLAZA 1032BOSTONMA02116N/APCGENERAL$5,000
CENTRE STREET FOOD PANTRY
11 HOMER STREETNEWTON CENTERMA02459N/APCGENERAL$15,995
CHAMELEON ARTS ENSEMBLE OF BOSTON
6 ROCKY NOOK TERRACEJAIMAICA PLAINMA02130N/APCGENERAL$2,000
CHARLES RIVER ASSOCIATES
200 CLARENDON STREETBOSTONMA02116N/APCGENERAL$6,000
CHARLES RIVER CONSERVANCY
S3-3 43 THORNDIKE STREETCAMBRIDGEMA02141N/APCGENERAL$5,000
CHILDRENS ONCOLOGY SERVICES OF MASSACHUSETTS
229 KENT STREETBROOKLINEMA02446N/APCGENERAL$30,000
CHILDREN'S SERVICES OF ROXBURY
504 DUBLEY STREETROXBURYMA02119N/APCGENERAL$10,000
CITIZENS SCHOOL
308 CONGRESS STREETBOSTONMA02210N/APCGENERAL$15,000
CITY KIDS INC
5669 N NORTHWEST HIGHWAYCHICAGOIL60646N/APCGENERAL$10,000
CLARKE SCHOOL FOR HEARING AND SPEECH
1 WHITMAN ROADCANTONMA02021N/APCGENERAL$10,000
COMMUNITY ROWING
20 NONANTUM ROADBRIGHTONMA02135N/APCGENERAL$7,500
CONSERVATORY LAB CHARTER SCHOOL FOUNDA
395 COLUMBIA ROADBOSTONMA02125N/APCGENERAL$5,000
COOLIDGE CORNER THEATRE
290 HARVARD STBROOKLINEMA02446N/APCGENERAL$50,000
COOPERATIVE METROPOLITAN MINISTRIES
474 CENTRE STREETNEWTONMA02458N/APCGENERAL$7,500
CRADLES TO CRAYONS
155 NORTH BEACON STREETBRIGHTONMA02135N/APCGENERAL$50,000
CROSSROADS FOR KIDS
119 MYRTLE STREETDUXBURYMA02332N/APCGENERAL$15,000
DISCOVERY SCHOOLHOUSE
101 BLUE HILLSMILTONMA02186N/APCGENERAL$5,000
DOC WAYNE
418 COMMONWEALTH AVEBOSTONMA02215N/APCGENERAL$20,000
DREAMFAR HIGH SCHOOL MARATHON
27 SCOTNEY ROADCHESTNUT HILLMA02467N/APCGENERAL$10,000
EASTIE FARM
6 CHELSEA TERRACEBOSTONMA02128N/APCGENERAL$5,000
EASTON CHILDREN'S MUSEUM
9 SULLIVAN AVENORTH EASTONMA02356N/APCGENERAL$5,000
EASTERSEALS MASSACHUSETTS
18 CHESTNUT STREET SUITE 200WORCESTERMA01608N/APCGENERAL$5,000
ELLIE FUND FOR BREAST CANCER
200 RESERVOIR STNEEDHAMMA02494N/APCGENERAL$10,000
ELLIS EARLY LEARNING
58 BERKELEY STBOSTONMA02116N/APCGENERAL$5,000
EMERALD NECKLACE CONSERVANCY
125 FENWAYBOSTONMA02115N/APCGENERAL$20,000
ENGLISH FOR NEW BOSTONIANS
105 CHAUNCY STREETBOSTONMA02111N/APCGENERAL$25,000
ESAC OF BOSTON
434 JAMAICA WAYBOSTONMA02130N/APCGENERAL$5,000
ESPERANZA ACADEMY
198 GARDEN STREETLAWRENCEMA01840N/APCGENERAL$25,000
EVERGREEN DAY SCHOOL
795 CONCORD AVECAMBRIDGEMA02138N/APCGENERAL$17,500
FAMILY ACCESS OF NEWTON
492 WALTHAM STREETNEWTONMA02465N/APCGENERAL$10,000
FAMILIES FIRST PARENTING PROGRAMS
9 GALEN STWATERTOWNMA02472N/APCGENERAL$10,000
FAMILY NURTURING CENTER OF MASSACHUSETTS
200 BOWDOIN STDORCHESTERMA02122N/APCGENERAL$20,000
FARRINGTON MEMORIAL NATURE
291 CAMBRIDGE TPKELINCOLNMA01773N/APCGENERAL$7,500
FEDERATION FOR CHILDREN WITH SPECIAL NEEDS
529 MAIN STREET SUITE 1M3BOSTONMA02129N/APCGENERAL$20,000
FENWAY COMMUNITY DEVELOPMENT CORP
70 BURBANK STREETBOSTONMA02115N/APCGENERAL$15,000
FENWAY HEALTH
1340 BOYSTON STBOSTONMA02215N/APCGENERAL$10,000
FIRST LITERACY INC
160 BOYLSTON ST 2BOSTONMA02116N/APCGENERAL$17,500
FOLLOW YOUR ARTS COMMUNITY STUDIOS
647 MAIN STMELROSEMA02176N/APCGENERAL$7,500
FRANCIS QUIMET SCHOOL
300 ARNOLD PALMER BOULEVARDNORTONMA02766N/APCGENERAL$100
FRANCISCAN HOSPITAL FOR CHILDREN
30 WARREN STREETBRIGHTONMA02135N/APCGENERAL$100,000
FRIENDS OF MIDDLESEX FELLS RESERVAT
235 W FOSTER STMELROSEMA02176N/APCGENERAL$7,500
FRIENDS OF WALTHAM FAMILY SCHOOL
510 MOODY STREETWALTHAMMA02453N/APCGENERAL$5,000
FRIENDSHIPWORKS
105 CHAUNCY STBOSTONMA02111N/APCGENERAL$10,000
FULLER CRAFT MUSEUM
455 OAK STREETBROCKTONMA02301N/APCGENERAL$20,000
FUNDS FOR THE NEEDY - ST BONAVENTURE
PO BOX 36HYANNISMA02601N/APCGENERAL$1,000
GATEWAY ARTS
62 HAVARD STBROOKLINEMA02445N/APCGENERAL$5,000
GIRLS INC OF BOSTON AND LYNN
50 HIGH STREETLYNNMA01901N/APCGENERAL$10,000
GODDARD HOUSE ASSISTED LIVING
165 CHESTNUT STREETBROOKLINEMA02445N/APCGENERAL$15,000
GOLF FIGHTS CANCER
300 ARNOLD PALMER BOULEVARDNORTONMA02766N/APCGENERAL$10,000
HANDEL AND HAYDEN SOCIETY
9 HARCOURT STREETBOSTONMA02116N/APCGENERAL$10,000
HARVARD STREET NEIGHBORHOOD HEALTH CTR
632 BLUE HILL AVEDORCHESTERMA02121N/APCGENERAL$10,000
HEBREW SENIOR LIFE
1200 CENTRE STREETBOSTONMA02131N/APCGENERAL$300,000
HELPING HANDS MONKEY HELPERS
541 CAMBRIDGE STALLSTONMA02134N/APCGENERAL$10,000
HOME FOR LITTLE WANDERERS
10 GUEST STREETBOSTONMA02135N/APCGENERAL$40,000
HOPE & COMFORT
33 4TH AVENEEDHAMMA02494N/APCGENERAL$5,000
HORIZONS FOR HOMELESS CHILDREN
1705 COLUMBUS AVENUEROXBURYMA02119N/APCGENERAL$20,000
HOSPITALITY HOMES
PO BOX 15265BOSTONMA02215N/APCGENERAL$25,000
HOUSING FAMILIES
919 EASTERN AVEMALDENMA02148N/APCGENERAL$20,000
HYDE SQUAE TASK FORCE
30 SUNNYSIDE STBOSTONMA02130N/APCGENERAL$7,500
ISABELLA STUART GARDNER MUSEUM
25 EVANS WAYBOSTONMA02115N/APCGENERAL$10,000
ITALIAN HOME FOR CHILDREN
1125 CENTRE STJAIMAICA PLAINMA02130N/APCGENERAL$10,000
JEREMIAH PROGRAM BOSTON
130 WARREN STBOSTONMA02119N/APCGENERAL$20,000
JEWISH FAMILY SERVICE
1430 MAIN STREETWALTHAMMA02451N/APCGENERAL$5,000
LAZARUS HOUSE
412 HAMPSHIRE STLAWRENCEMA01841N/APCGENERAL$10,000
LEARN LIVE LOVE CANCER OUTREACH
PO BOX 292SCITUATEMA02066N/APCGENERAL$15,000
LOVELANE
40 BAKER BRIDGE RDLINCOLNMA01773N/APCGENERAL$5,000
LOWELL COMMUNITY CHARTER PUBLIC SCHOOL
206 JACKSON STLOWELLMA01852N/APCGENERAL$5,000
LYRIC STAGE COMPANY OF BOSTON
140 CLARENDON STBOSTONMA02116N/APCGENERAL$7,500
MAB COMMUNITY SERVICES
200 IVY STREETBROOKLINEMA02446N/APCGENERAL$45,000
MASSACHUSETTS ADOPTION RESOURCE EXCHANGE
19 NEEDHAM ST SUITE 206NEWTON HIGHLANDMA02461N/APCGENERAL$15,000
MASSACHUSETTS COALITION FOR THE HOMELESS
15 BUBIER STLYNNMA01901N/APCGENERAL$10,000
MASSACHUSETTS EYE AND EAR
243 CHARLES STREETBOSTONMA02114N/APCGENERAL$10,000
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT STREETBOSTONMA02114N/APCGENERAL$50,000
MASSACHUSETTS YOUTH LEADERSHIP FOUND
PO BOX 394WESTWOODMA02090N/APCGENERAL$2,500
MIND MATTERS BOSTON
53 STATE STBOSTONMA02109N/APCGENERAL$5,000
MISTRAL MUSIC INC
PO BOX 5075ANDOVERMA01810N/APCGENERAL$15,000
MORE THAN WORDS
242 E BERKELEY STBOSTONMA02118N/APCGENERAL$10,000
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STREETNEWTONVILLEMA02138N/APCGENERAL$5,000
MSPCA- ANGELL
350 S HUNTINGTON AVEBOSTONMA02130N/APCGENERAL$10,000
MYSTIC RIVER WATERSHED ASSOCIATION
20 ACADEMY ST 306ARLINGTONMA02476N/APCGENERAL$4,500
MYSTIC VALLEY YMCA
99 DARTMOUTH STMALDENMA02148N/APCGENERAL$5,000
NATIONAL BRAILLE PRESS
88 ST STEPHEN STBOSTONMA02115N/APCGENERAL$7,500
NATIONAL BRAIN TUMOR SOCIETY
55 CHAPEL STREETNEWTONMA02458N/APCGENERAL$10,000
NATIONAL TAY-SACHS & ALLIED DISEASES
2001 BEACON STREET 204BRIGHTONMA02135N/APCGENERAL$15,000
NATIVITY PREPARATORY SCHOOL
39 LAMARTINE STJAIMAICA PLAINMA02130N/APCGENERAL$20,000
NEIGHBORHOOD COUNSELING AND COMM
1601 WASHINGTON STREETBOSTONMA02118N/APCGENERAL$5,000
NEW ENGLAND BAPTIST HOSPITAL
125 PARKER HILL AVEBOSTONMA02120N/APCGENERAL$10,000
NEW ENGLAND CONSERVATORY
290 HUNTINGTON AVEBOSTONMA02115N/APCGENERAL$30,000
NEWTON ATHLETES UNLIMITED
PO BOX 66163NEWTONMA02466N/APCGENERAL$5,000
NEWTON COMMUNITY SERVICE CENTER
492 WALTHAM STREETWEST NEWTONMA02465N/APCGENERAL$5,000
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVEBOSTONMA02115N/APCGENERAL$15,000
NORWELL VISITING NURSE ASSOCIATION
120 LONGWATER DRIVENORWELLMA02061N/APCGENERAL$15,000
OAK SQUARE YMCA
615 WASHINGTON STBRIGHTONMA02135N/APCGENERAL$25,000
OLD NORTH FOUNDATION
193 SALEM STBOSTONMA02113N/APCGENERAL$15,000
ONE CAN HELP
PO BOX 55NEWTONMA02468N/APCGENERAL$10,000
ONE MISSION
PO BOX 495WESTBOROUGHMA01581N/APCGENERAL$5,000
OPERATION ABLE OF GREATER BOSTON
174 PORTLAND STREETBOSTONMA02114N/APCGENERAL$7,500
OPERATION WARM INC
6 DICKINSON DR 314CHADDS FORDPA19317N/APCGENERAL$10,000
PANCREATIC CANCER ASSOCIATION
75 FRANCIS STREETBOSTONMA02115N/APCGENERAL$100
PERKINS SCHOOL FOR THE BLIND
175 N BEACON STWATERTOWNMA02472N/APCGENERAL$15,000
PIERS PARK SAILING CENTER
95 MARGINAL STREETBOSTONMA02128N/APCGENERAL$10,000
PLAYWORKS NEW ENGLAND
67 KEMBLE ST SUITE 36BOSTONMA02119N/APCGENERAL$10,000
PMC JIMMY FUND
10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA02445N/APCGENERAL$6,250
PRESENTATION SCHOOL INC
634 WASHINGTON STREETBRIGHTONMA02135N/APCGENERAL$31,000
PROGRAMS FOR PEOPLE
98 LINCOLN STFRAMINGHAMMA01702N/APCGENERAL$15,000
PROJECT SMILE INC
PO BOX 336HOPEDALEMA01747N/APCGENERAL$15,000
PROJECT STEP
301 MASSACHUSETTS AVEBOSTONMA02115N/APCGENERAL$10,000
PROSPECT HILL ACADEMY
50 ESSEX STREETCAMBRIDGEMA02139N/APCGENERAL$5,000
PUPPET SHOWPLACE THEATRE
32 STATION STBROOKLINEMA02445N/APCGENERAL$10,000
RAISING A READER MASSACHUSETTS
3 SCHOOL STREETBOSTONMA02108N/APCGENERAL$10,000
RAW ART WORKS
37 CENTRAL SQUARELYNNMA01901N/APCGENERAL$10,000
REACH OUT AND READ
89 SOUTH STREET SUITE 201BOSTONMA02111N/APCGENERAL$5,000
READ TO A CHILD
20 WILLIAM ST G25WELLESLEYMA02481N/APCGENERAL$5,000
REHEARSAL FOR LIFE
670 CENTRE STRE SUITE 8JAIMAICA PLAINMA02130N/APCGENERAL$10,000
REVOLUTIONARY SPACES
310 WASHINGTON STREETBOSTONMA02108N/APCGENERAL$15,601
RODMAN FOR KIDS
10 LINCOLN ROADFOXBOROUGHMA02035N/APCGENERAL$5,000
ROGERSON COMMUNITIES
1 FLORENCE STREETROSLINDALEMA02131N/APCGENERAL$25,000
ROOM TO GROW NATIONAL INC
142 BERKELEY STREETBOSTONMA02116N/APCGENERAL$20,000
ROSIE'S PLACE
889 HARRISON AVEBOSTONMA02118N/APCGENERAL$2,000
SAIL TO PREVAIL
60 FORT ADAMS DRNEWTONMA02840N/APCGENERAL$5,000
SCIENCE FROM SCIENTISTS
1 DEANGELO DRIVEBEDFORDMA01730N/APCGENERAL$10,000
SCITUATE COMMUNITY CHRISTMAS
125 MANN LOT RDSCITUATEMA02066N/APCGENERAL$5,000
SHERRILL HOUSE
135 S HUNTINGTON AVEJAMAICA PLAINMA02130N/APCGENERAL$100,000
SHRINERS HOSPITAL
51 BLOSSOM STREETBOSTONMA02114N/APCGENERAL$10,000
SISTERS UNCHAINED
69 ST ROSE STREETJAMAICA PLAINMA02130N/APCGENERAL$5,000
SOCCER UNITY PROJECT
128 UN PK STREETBOSTONMA02118N/APCGENERAL$2,500
SPORTMENT'S TENNIS & ENRICHMENT CENTER
950 BLUE HILLDORCHESTERMA02124N/APCGENERAL$20,000
ST FRANCIS HOUSE
39 BOYLSTON STREETBOSTONMA02116N/APCGENERAL$10,000
ST JOHN'S HIGH SCHOOL
378 MAIN STREETSHREWSBURYMA01545N/APCGENERAL$100
ST JUDE CHILDRENS
313 WASHINGTON STREETNEWTONMA02458N/APCGENERAL$2,000
ST MARY'S CENTER FOR WOMEN & CHILDREN
90 CUSHING AVEDORCHESTERMA02125N/APCGENERAL$5,000
STEPS TO SUCCESS
24 WEBSTER PLBROOKLINEMA02445N/APCGENERAL$25,000
STONE INSTITUE AND REHABILITATION
277 ELLIOT STREETNEWTON UPPER FALLSMA02464N/APCGENERAL$15,000
STORYTIME CRAFTS
31 THORPE ROADNEEDHAMMA02492N/APCGENERAL$5,000
SUPPORTIVE LIVING
17 WARREN AVEWOBURNMA01801N/APCGENERAL$20,000
TEACH FOR AMERICA
60 CANAL STREETBOSTONMA02114N/APCGENERAL$10,000
THE BASE
150 SHIRLEY STROXBURYMA02119N/APCGENERAL$30,000
THE BOSTON FOUNDATION
75 ARLINGTON STREET 10TH FLOORBOSTONMA02116N/APCGENERAL$20,000
THE FISHING ACADEMY
16 ADAIR RDBRIGHTONMA02135N/APCGENERAL$5,000
THE FORSYTH INSTITUTE
245 FIRST STCAMBRIDGEMA02142N/APCGENERAL$25,000
THE FUND FOR PARKS AND RECREATION
1010 MASSACHUSETTS AVE 3BOSTONMA02118N/APCGENERAL$15,000
THE NEXT STEP FUND
99 BISHOP ALLEN DRIVECAMBRIDGEMA02139N/APCGENERAL$15,000
THE PRICE CENTER
27 CHRISTINA STNEWTONMA02461N/APCGENERAL$15,000
THINKGIVE INC
26 ELM STREETCONCORDMA01742N/APCGENERAL$5,000
THIRD SECTOR NEW ENGLAND
89 SOUTH STREET SUITE 700BOSTONMA02111N/APCGENERAL$10,000
TRINITY BOSTON CONNECTS
206 CLARENDON STBOSTONMA02116N/APCGENERAL$5,000
TULANE UNIVERSITY
6823 ST CHARLES AVENEW ORLEANSLA70118N/APCGENERAL$15,000
UNBOUND VISUAL ARTS
43 N BEACON STREETALLSTONMA02134N/APCGENERAL$7,500
UNION SQUARE MAIN STREETS
366 SOMERVILLE AVESOMERVILLEMA02143N/APCGENERAL$5,000
URBAN BEEKEEPING LABORATORY & SANCTUARY
96 DUBLEY ROADBILLERICAMA01821N/APCGENERAL$5,000
VICTORY PROGRAMS
965 MASSACHUSETTS AVENUEBOSTONMA02118N/APCGENERAL$20,000
VISIONS INC
1452 DORCHESTER AVEDORCHESTERMA02122N/APCGENERAL$5,000
WALKER INC
1968 CENTRAL AVENUENEEDHAMMA02492N/APCGENERAL$10,000
WATERWORKS MUSEUM
2450 BEACON STREETCHESNUT HILLMA02467N/APCGENERAL$8,000
WEST END HOUSE
105 ALLSTON STREETALLSTONMA02134N/APCGENERAL$150,000
WHITTIER STREET HEALTH CENTER COMMITTEE
1290 TREMONT STROXBURYMA02120N/APCGENERAL$10,000
WILDFLOWER INC
271 LINCOLN STLEXINGTONMA02421N/APCGENERAL$5,000
YEAR UP GREATER BOSTON
45 MILK STBOSTONMA02109N/APCGENERAL$45,000
YOUTH ENRICHMENT SERVICES
412 MASSACHUSETTS AVEBOSTONMA02118N/APCGENERAL$5,000
YOUTH VILLAGES
12 GILL STREETWOBURNMA01801N/APCGENERAL$10,000
ZUMIX
260 SUMNER STEAST BOSTONMA02128N/APCGENERAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,921,174TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,314,402ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,006,404ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business532000BusinessCd
Unrelated Business Taxbl Incm$504,626UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$1,109,635RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$504,626UnrelatedBusinessTaxblIncmAmt
Exclusion$2,320,806ExclusionAmt
Related Or Exempt Function Incm$1,109,635RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,935,067TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3THE INCOME GENERATED IS USED TO FUND THE AMOUNT OF CHARITABLE
4THE INCOME GENERATED IS USED TO FUND THE AMOUNT OF CHARITABLE
8THE INCOME GENERATED IS USED TO FUND THE AMOUNT OF CHARITABLE

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HAROLD BROWN CHARITABLE LEAD & ANNUITY TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line139 BRIGHTON AVEAddressLine1Txt
CityALLSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02134ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,448,595TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionTAXPAYER HEREBY ELECTS UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT THE REMAINING QUALIFING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUSElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT - AMERIPRISEAT COST$12,982,758$12,808,626
INVESTMENT IN PARTNERSHIPSAT COST$4,655,571$20,091,224
INVESTMENT - VANGUARDAT COST$20,777,967$20,777,967

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
PROVISION FOR FEDERAL TAXES$31,638
OTHER CHANGES IN NET ASSETS/FUND BALANCE$6,054,795

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (25 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL FEES$38,371$0$0
MANAGMENT FEES$39,032$39,032$0
INSURANCE$20,927$20,927$0
CLEANING$23,987$23,987$0
REPAIRS AND MAINTENANCE$143,002$143,002$0
UTILITIES$56,284$56,284$0
ADMINISTRATION$17,369$17,369$0
LEASING$6,856$6,856$0
BAD DEBT$3,796$3,796$0
INVESTMENT INTEREST EXPENSE$21,910$21,910$0
INVESTMENT INTEREST EXPENSE$32,315$32,315$0
INSURANCE$7,110$7,110$0
REPAIRS AND MAINTENANCE$15,661$15,661$0
CLEANING$842$842$0
UTILITIES$8,818$8,818$0
ADMINISTRATION$1,932$1,932$0
MANAGEMENT FEES$19,073$19,073$0
CLEANING$17,386$17,386$0
REPAIRS AND MAINTENANCE$19,744$19,744$0
UTILITIES$10,334$10,334$0
ADMINISTRATION$16,106$16,106$0
MANAGEMENT FEES$23,622$23,622$0
MISC$174$174$0
INSURANCE$12,517$12,517$0
AMORTIZATION$10,105$10,105$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJAMESON BROWNPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line139 BRIGHTON AVEAddressLine1Txt
CityALLSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02134ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MA TAX EXPENSE$1,073$0$0
REAL ESTATE TAXES$88,041$88,041$0
OTHER TAXES$0$0$0
REAL ESTATE TAXES$151,829$151,829$0
REAL ESTATE TAXES$129,263$129,263$0
OTHER TAXES$0$0$0

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