2022-11-15T16:12:52-06:00 2021-12-31 042088368 GRAY GRAY & GRAY LLP 150 ROYALL STREET SUITE 102 CANTON MA 02021 990PF 2021-01-01 277018900 THE HAMILTON COMPANY CHARITABLE FOUNDATION HAMI 6177830039 39 BRIGHTON AVENUE ALLSTON MA 02134 JAMESON BROWN TRUSTEE 6177830039 2022-11-15 1 JAMESON BROWN 999009999 KELLY A BERARDI P01203181 7814070300 2022-11-13 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 57749061 X 2193146 15645 15645 1981268 1981268 900941 0 4190059 1996913 0 0 0 579379 579379 0 527930 500948 0 1107309 1080327 0 2688450 2688450 3795759 1080327 2688450 394300 916586 1 18787548 23311712 23311712 26890394 3859124 24287611 23031270 24797437 12435543 9639912 9639912 55510703 55982894 57749061 21453 21453 0 X 0 0 0 0 55489250 55982894 55489250 55982894 55510703 55982894 55489250 394300 1097224 56980774 997880 55982894 12741 0 12741 0 12741 21080 0 21000 0 42080 104 29235 29235 0 0 0 0 0 0 0 0 0 1 1 0 0 1 MA 1 0 1 0 0 1 N/A JAMESON BROWN 6177830039 39 BRIGHTON AVE ALLSTON MA 02134 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMESON BROWN 77 EXETER STREET APT 1002 BOSTON MA 02116 TRUSTEE 5.00 0 0 0 MAURA BROWN 39 BRIGHTON AVE ALLSTON MA 02134 TRUSTEE 1.00 0 0 0 CARL VALERI 50 UDINE STREET ARLINGTON MA 02174 TRUSTEE 2.00 0 0 0 ROBERT SOMMA 11 LOW STREET NEWBURY MA 01951 TRUSTEE 1.00 0 0 0 FREDERICK LEBOW 71 COLCHESTER STREET BROOKLINE MA 02446 TRUSTEE 1.00 0 0 0 HARLEY BROWN 39 BRIGHTON AVE ALLSTON MA 02134 ALTERNATE TRUSTEE 0.01 0 0 0 RONALD BROWN 39 BRIGHTON AVE ALLSTON MA 02134 TRUSTEE 1.00 0 0 0 ANDREA KOZINETZ 39 BRIGHTON AVE ALLSTON MA 02134 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 13535430 9301529 23273845 46110804 0 0 46110804 691662 45419142 2270957 2270957 12741 7993 20734 2250223 0 2250223 0 2250223 2688450 0 2688450 2250223 0 0 348062 2233117 542835 324847 2213 3451074 2688450 0 0 0 2250223 438227 0 0 3889301 0 0 0 0 0 0 348062 3541239 2233117 542835 324847 2213 438227 X JAMESON BROWN 39 BRIGHTON AVE ALLSTON MA 02134 6177830039 NONE NONE NONE 2LIFE COMMUNITIES 30 WALLINGFORD RD BRIGHTON MA 02135 N/A PC GENERAL 300000 ALLSTON BRIGHTON CDC 20 LINDEN ST SUITE 288 ALLSTON MA 02134 N/A PC GENERAL 15000 ALLSTON BRIGHTON COMMUNITY DEVELOPMENT 18 R SHEPARD STREET SUITE 100 BRIGHTON MA 02135 N/A PC GENERAL 2500 ALLSTON BRIGHTON HEALTH COLLABORATION 20 LINDEN ST SUITE 288 ALLSTON MA 02134 N/A PC GENERAL 10000 ALLSTON BRIGHTON PAUSES 77 WARREN STREET BRIGHTON MA 02135 N/A PC GENERAL 7000 ALLSTON VILLAGE MAIN STREET 161 HARVARD AVE ALLSTON MA 02134 N/A PC GENERAL 15000 ALS ASSOCIATION MASSACHUSETTS 685 CANTON STREET 103 NORWOOD MA 02062 N/A PC GENERAL 5000 APPRENTICE LEARNING 743-745 CENTRE STREET JAMAICA PLAIN MA 02130 N/A PC GENERAL 5000 ART RESOURCE COLLABORATION 36 BROMFIELD ST 301 BOSTON MA 02108 N/A PC GENERAL 5000 ARTISTS FOR HUMANITY 100 W 2ND ST BOSTON MA 02127 N/A PC GENERAL 10000 ASIAN COMMUNITY DEVELOPMENT CORPORATION 38 OAK STREET BOSTON MA 02111 N/A PC GENERAL 7500 BAY COVE ACADEMY 156 LAWTON ST BROOKLINE MA 02446 N/A PC GENERAL 10000 BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY 41 BERKELEY ST BOSTON MA 02116 N/A PC GENERAL 300000 BOSTON ARTS ACADEMY FOUNDATION 11 CHARLES ST DORCHESTER MA 02122 N/A PC GENERAL 5000 BOSTON CASA 85 MERRIMAC ST 401 BOSTON MA 02114 N/A PC GENERAL 5000 BOSTON DEBATE LEAGUE 566 COLUMBUS AVE BOSTON MA 02118 N/A PC GENERAL 10000 BOSTON LYRIC OPERA 15 CHANNEL CENTER ST BOSTON MA 02210 N/A PC GENERAL 2000 BOSTON PHILHARMONIC ORCHESTRA 295 HUNTINGTON AVE SUITE 210 BOSTON MA 02116 N/A PC GENERAL 15000 BOSTON STRING ACAMDEMY 249 HARRISON AVE BOSTON MA 02111 N/A PC GENERAL 3000 BOSTON WINTER BALL CORPORATION 401 OCEAN ROAD NARRAGANSETT RI 02882 N/A PC GENERAL 25000 BRIDGE OVER TROUBLED WATERS INC 68 WAVERLY ST BRIGHTON MA 02135 N/A PC GENERAL 10000 BROOKLINE ARTS CENTER 86 MONMOUTH STREET BROOKLINE MA 02446 N/A PC GENERAL 25000 BROOKLINE COMMUNITY FOUNDATION 40 WEBSTER PLACE BROOKLINE MA 02445 N/A PC GENERAL 15000 BROOKLINE TEEN CENTER 40 ASPINWALL AVE BROOKLINE MA 02446 N/A PC GENERAL 10000 BROOKLINE YOUTH FUND 40 WEBSTER PLACE BROOKLINE MA 02445 N/A PC GENERAL 4000 BUILD GREATER BOSTON 6 BEACON STREET SUITE 415 BOSTON MA 02108 N/A PC GENERAL 20000 CARE DIMENSIONS INC 75 SYLVAN ST STE B-102 DANVERS MA 01923 N/A PC GENERAL 25000 CARITAS COMMUNITIES 25 BRAINTREE HILL PARK 206 BRAINTREE MA 02184 N/A PC GENERAL 20000 CENTRE STREET FOOD PANTRY 11 HOMER STREET NEWTON CENTER MA 02459 N/A PC GENERAL 10000 CHAMELEON ARTS ENSEMBLE OF BOSTON 6 ROCKY NOOK TERRACE JAIMAICA PLAIN MA 02130 N/A PC GENERAL 1500 CHARLES RIVER CONSERVANCY S3-3 43 THORNDIKE STREET CAMBRIDGE MA 02141 N/A PC GENERAL 5000 CHILDRENS ONCOLOGY SERVICES OF MASSACHUSETTS 229 KENT STREET BROOKLINE MA 02446 N/A PC GENERAL 25000 CITIZENS FOR JUVENILE JUSTICE 44 SCHOOL ST 415 BOSTON MA 02108 N/A PC GENERAL 5000 CITIZENS SCHOOL 308 CONGRESS STREET BOSTON MA 02210 N/A PC GENERAL 15000 COMMUNITY ROWING 20 NONANTUM ROAD BRIGHTON MA 02135 N/A PC GENERAL 5000 COMMUNITY WORK SERVICES 174 PORTLAND ST 2 BOSTON MA 02114 N/A PC GENERAL 5000 COOLIDGE CORNER THEATRE 290 HARVARD ST BROOKLINE MA 02446 N/A PC GENERAL 250000 COOPERATIVE METROPOLITAN MINISTRIES 474 CENTRE STREET NEWTON MA 02458 N/A PC GENERAL 5000 CRADLES TO CRAYONS 155 NORTH BEACON STREET BRIGHTON MA 02135 N/A PC GENERAL 50000 CROSSROADS FOR KIDS 119 MYRTLE STREET DUXBURY MA 02332 N/A PC GENERAL 15000 DOC WAYNE 418 COMMONWEALTH AVE BOSTON MA 02215 N/A PC GENERAL 15000 DREAMFAR HIGH SCHOOL MARATHON 27 SCOTNEY ROAD CHESTNUT HILL MA 02467 N/A PC GENERAL 10000 ELLIS EARLY LEARNING 58 BERKELEY ST BOSTON MA 02116 N/A PC GENERAL 1000 EMERALD NECKLACE CONSERVANCY 125 FENWAY BOSTON MA 02115 N/A PC GENERAL 15000 ENGLISH FOR NEW BOSTONIANS 105 CHAUNCY STREET BOSTON MA 02111 N/A PC GENERAL 25000 EPIPHANY SCHOOL 154 CENTRE ST BOSTON MA 02124 N/A PC GENERAL 10000 FALMOUTH DOG PARKS 257 BRICK KILN RD EAST FALMOUTH MA 02536 N/A PC GENERAL 2000 FAMILY FIRST PARENTING PROGRAMS 9 GALEN ST WATERTOWN MA 02472 N/A PC GENERAL 5000 FAMILY NURTURING CENTER OF MASSACHUSETTS 200 BOWDOIN ST DORCHESTER MA 02122 N/A PC GENERAL 13000 FEDERATION FOR CHILDREN WITH SPECIAL NEEDS 529 MAIN STREET SUITE 1M3 BOSTON MA 02129 N/A PC GENERAL 20000 FENWAY CIVIC ASSOCIATION BOX 230435 BOSTON MA 02123 N/A PC GENERAL 10000 FENWAY COMMUNITY DEVELOPMENT CORP 70 BURBANK STREET BOSTON MA 02115 N/A PC GENERAL 25000 FIRST LITERACY INC 160 BOYLSTON ST 2 BOSTON MA 02116 N/A PC GENERAL 7500 FRANCISCAN HOSPITAL FOR CHILDREN 30 WARREN STREET BRIGHTON MA 02135 N/A PC GENERAL 80000 FRIENDSHIPWORKS 105 CHAUNCY ST BOSTON MA 02111 N/A PC GENERAL 10000 GODDARD HOUSE ASSISTED LIVING 165 CHESTNUT STREET BROOKLINE MA 02445 N/A PC GENERAL 10000 GOLF FIGHTS CANCER 300 ARNOLD PALMER BOULEVARD NORTON MA 02766 N/A PC GENERAL 10000 HELPING HANDS MONKEY HELPERS 541 CAMBRIDGE ST ALLSTON MA 02134 N/A PC GENERAL 5000 HMS MEDSCIENCE 210 LONGWOOD AVE BOSTON MA 02115 N/A PC GENERAL 5000 HOME FOR LITTLE WANDERERS 10 GUEST STREET BOSTON MA 02135 N/A PC GENERAL 40000 HOMESTART INC 105 CHAUNCY ST 502 BOSTON MA 02111 N/A PC GENERAL 5000 HORACE MANN EDUCATIONAL ASSOCIATES 8 FORGE PARK EAST FRANKLIN MA 02038 N/A PC GENERAL 10000 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 N/A PC GENERAL 20000 HOUSING FAMILIES 919 EASTERN AVE MALDEN MA 02148 N/A PC GENERAL 20000 ISABELLA STUART GARDNER MUSEUM 25 EVANS WAY BOSTON MA 02115 N/A PC GENERAL 10000 JEREMIAH PROGRAM BOSTON 130 WARREN ST BOSTON MA 02119 N/A PC GENERAL 15000 JOHN H BARRY BOYS & GIRLS CLUB OF NEWTON 675 WATERTOWN STREET NEWTON MA 02460 N/A PC GENERAL 10000 LAZARUS HOUSE 412 HAMPSHIRE ST LAWRENCE MA 01841 N/A PC GENERAL 5000 LOVELANE 40 BAKER BRIDGE RD LINCOLN MA 01773 N/A PC GENERAL 5000 LYRIC STAGE COMPANY OF BOSTON 140 CLARENDON ST BOSTON MA 02116 N/A PC GENERAL 2500 MAB COMMUNITY SERVICES 200 IVY STREET BROOKLINE MA 02446 N/A PC GENERAL 45000 MADISON PARK DEVELOPMENT CORPORATION 184 DUDLEY STREET 102 BOSTON MA 02119 N/A PC GENERAL 10000 MASSACHUSETTS ADOPTION RESOURCE EXCHANGE 19 NEEDHAM ST SUITE 206 NEWTON HIGHLAND MA 02461 N/A PC GENERAL 7500 MASSACHUSETTS COALITION FOR THE HOMELESS 15 BUBIER ST LYNN MA 01901 N/A PC GENERAL 10000 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 N/A PC GENERAL 50000 MORE THAN WORDS 242 E BERKELEY ST BOSTON MA 02118 N/A PC GENERAL 5000 MYSTIC RIVER WATERSHED ASSOCIATION 20 ACADEMY ST 306 ARLINGTON MA 02476 N/A PC GENERAL 4500 MYSTIC VALLEY YMCA 99 DARTMOUTH ST MALDEN MA 02148 N/A PC GENERAL 5000 NATIONAL BRAILLE PRESS 88 ST STEPHEN ST BOSTON MA 02115 N/A PC GENERAL 5000 NATIONAL BRAIN TUMOR SOCIETY 55 CHAPEL STREET NEWTON MA 02458 N/A PC GENERAL 7500 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE BOSTON MA 02120 N/A PC GENERAL 10000 NEW ENGLAND CONSERVATORY 290 HUNTINGTON AVE BOSTON MA 02115 N/A PC GENERAL 25000 NEW REPERTORY THEATRE 321 ARSENAL ST WATERTOWN MA 02472 N/A PC GENERAL 2500 NEWTON COMMUNITY SERVICE CENTER 492 WALTHAM STREET WEST NEWTON MA 02465 N/A PC GENERAL 10000 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 N/A PC GENERAL 10000 NORWELL VISITING NURSE ASSOCIATION 120 LONGWATER DRIVE NORWELL MA 02061 N/A PC GENERAL 15000 OAK SQUARE YMCA 615 WASHINGTON ST BRIGHTON MA 02135 N/A PC GENERAL 20000 OLD NORTH FOUNDATION 193 SALEM ST BOSTON MA 02113 N/A PC GENERAL 10000 ONE CAN HELP PO BOX 55 NEWTON MA 02468 N/A PC GENERAL 5000 OPERATION WARM INC 6 DICKINSON DR 314 CHADDS FORD PA 19317 N/A PC GENERAL 6000 PERKINS SCHOOL FOR THE BLIND 175 N BEACON ST WATERTOWN MA 02472 N/A PC GENERAL 15000 PIERS PARK SAILING CENTER 95 MARGINAL STREET BOSTON MA 02128 N/A PC GENERAL 5000 PLUGGED IN BAND PROGRAM 40 FREEMAN PL 2418 NEEDHAM MA 02492 N/A PC GENERAL 2500 PMC JIMMY FUND 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 N/A PC GENERAL 5000 PRESENTATION SCHOOL INC 634 WASHINGTON STREET BRIGHTON MA 02135 N/A PC GENERAL 31000 PRESIDENT & FELLOWS OF HARVARD COLLEGE 1563 MASSACHUSETTS AVE CAMBRIDGE MA 02138 N/A PC GENERAL 5000 PROGRAMS FOR PEOPLE 98 LINCOLN ST FRAMINGHAM MA 01702 N/A PC GENERAL 15000 PROJECT PLACE INC 1145 WASHINGTON STREET SUITE 2 BOSTON MA 02118 N/A PC GENERAL 5000 PROJECT SMILE INC PO BOX 336 HOPEDALE MA 01747 N/A PC GENERAL 5000 PROSPECT HILL ACADEMY 50 ESSEX STREET CAMBRIDGE MA 02139 N/A PC GENERAL 5000 RAISING A READER MASSACHUSETTS 3 SCHOOL STREET BOSTON MA 02108 N/A PC GENERAL 10000 RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 N/A PC GENERAL 10000 REACH OUT AND READ 89 SOUTH STREET SUITE 201 BOSTON MA 02111 N/A PC GENERAL 5000 READ TO A CHILD 20 WILLIAM ST G25 WELLESLEY MA 02481 N/A PC GENERAL 5000 REVOLUTIONARY SPACES 310 WASHINGTON STREET BOSTON MA 02108 N/A PC GENERAL 5000 RIGHT TO IMMIGRATION INSTITUTE 14B FELTON ST WALTHAM MA 02453 N/A PC GENERAL 5000 ROGERSON COMMUNITIES 1 FLORENCE STREET ROSLINDALE MA 02131 N/A PC GENERAL 25000 ROOM TO GROW NATIONAL INC 142 BERKELEY STREET BOSTON MA 02116 N/A PC GENERAL 20000 SAIL TO PREVAIL 60 FORT ADAMS DR NEWTON MA 02840 N/A PC GENERAL 5000 SAINT COLUMBKILLE PARTNERSHIP SCHOOL 25 ARLINGTON ST BRIGHTON MA 02135 N/A PC GENERAL 15000 SCIENCE FROM SCIENTISTS 1 DEANGELO DRIVE BEDFORD MA 01730 N/A PC GENERAL 10000 SCITUATE COMMUNITY CHRISTMAS 125 MANN LOT RD SCITUATE MA 02066 N/A PC GENERAL 5000 SHERRILL HOUSE 135 S HUNTINGTON AVE JAMAICA PLAIN MA 02130 N/A PC GENERAL 40000 SILVER LINING MENTORING 727 ATLANTIC AVE 3 BOSTON MA 02111 N/A PC GENERAL 5000 SOCIAL CAPITAL INC 165 NEW BOSTON ST WOBURN MA 01801 N/A PC GENERAL 5000 STEPS TO SUCCESS 24 WEBSTER PL BROOKLINE MA 02445 N/A PC GENERAL 20000 SUPPORTIVE LIVING 17 WARREN AVE WOBURN MA 01801 N/A PC GENERAL 10000 THE BASE 150 SHIRLEY ST ROXBURY MA 02119 N/A PC GENERAL 25000 THE BOSTON FOUNDATION 75 ARLINGTON STREET 10TH FLOOR BOSTON MA 02116 N/A PC GENERAL 20000 THE CAROLL CENTER FOR THE BLIND 770 CENTRE ST NEWTON MA 02458 N/A PC GENERAL 35000 THE CHARLES RIVER CENTER 59 E MILITIA HEIGHTS DR NEEDHAM MA 02492 N/A PC GENERAL 3450 THE FISHING ACADEMY 16 ADAIR RD BRIGHTON MA 02135 N/A PC GENERAL 5000 THE FORSYTH INSTITUTE 245 FIRST ST CAMBRIDGE MA 02142 N/A PC GENERAL 20000 THE GREAT BOSTON FOOD BANK 70 S BAY AVE BOSTON MA 02118 N/A PC GENERAL 10000 THE NATURE CONNECTION 40 STOW ST CONCORD NH 01742 N/A PC GENERAL 5000 THE NEXT STEP FUND 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 N/A PC GENERAL 15000 THE PRICE CENTER 27 CHRISTINA ST NEWTON MA 02461 N/A PC GENERAL 10000 THIRD SECTOR NEW ENGLAND 89 SOUTH STREET SUITE 700 BOSTON MA 02111 N/A PC GENERAL 7500 URBAN COLLEGE OF BOSTON 178 TREMONT STREET BOSTON MA 02116 N/A PC GENERAL 50000 VICTORY PROGRAMS 965 MASSACHUSETTS AVENUE BOSTON MA 02118 N/A PC GENERAL 15000 VISIONS INC 1452 DORCHESTER AVE DORCHESTER MA 02122 N/A PC GENERAL 5000 WALKER INC 1968 CENTRAL AVENUE NEEDHAM MA 02492 N/A PC GENERAL 5000 WATERWORKS MUSEUM 2450 BEACON STREET CHESNUT HILL MA 02467 N/A PC GENERAL 15000 WEST END HOUSE 105 ALLSTON STREET ALLSTON MA 02134 N/A PC GENERAL 125000 WGBH EDUCATIONAL FOUNDATION 1 GUEST ST BOSTON MA 02135 N/A PC GENERAL 5000 WILDFLOWER INC 271 LINCOLN ST LEXINGTON MA 02421 N/A PC GENERAL 2500 YEAR UP GREATER BOSTON 45 MILK ST BOSTON MA 02109 N/A PC GENERAL 40000 YOUTH ENRICHMENT SERVICES 412 MASSACHUSETTS AVE BOSTON MA 02118 N/A PC GENERAL 5000 ZUMIX 260 SUMNER ST EAST BOSTON MA 02128 N/A PC GENERAL 10000 2688450 0 14 15645 532000 913385 16 -103502 91058 OTHER INCOME 913385 -87857 91058 916586 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 0 0 0 0 0 0 0 0 0 0 X X 1 THE HAROLD BROWN CHARITABLE LEAD & ANNUITY TRUST 39 BRIGHTON AVE ALLSTON MA 02134 4388779 X TAXPAYER HEREBY ELECTS UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT THE REMAINING QUALIFING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUS INVESTMENT - MORGAN STANLEY AT COST 9639912 9639912 OTHER CHANGES IN NET ASSETS/FUND BALANCE 997880 BANK FEES 0 0 0 PROFESSIONAL FEES 26641 0 0 OFFICE EXPENSE 341 0 0 GOODS & SERVICES 0 0 0 MANAGEMENT FEE 0 0 0 MANAGMENT FEES 29093 29093 0 INSURANCE 15856 15856 0 CLEANING 13560 13560 0 REPAIRS AND MAINTENANCE 80867 80867 0 UTILITIES 49750 49750 0 ADMINISTRATION 20715 20715 0 MISC 73820 73820 0 BAD DEBT 10090 10090 0 INVESTMENT INTEREST EXPENSE 20723 20723 0 INVESTMENT INTEREST EXPENSE 22256 22256 0 INSURANCE 6345 6345 0 REPAIRS AND MAINTENANCE 9786 9786 0 CLEANING 1950 1950 0 UTILITIES 5710 5710 0 ADMINISTRATION 2090 2090 0 MANAGEMENT FEES 35900 35900 0 CLEANING 22253 22253 0 REPAIRS AND MAINTENANCE 23651 23651 0 UTILITIES 7334 7334 0 ADMINISTRATION 19156 19156 0 MANAGEMENT FEES 19671 19671 0 MISC 1715 1715 0 INSURANCE 8657 8657 0 UNREALIZED GAINS / LOSSES 1097224 JAMESON BROWN 39 BRIGHTON AVE ALLSTON MA 02134 REAL ESTATE TAXES 80656 80656 0 OTHER TAXES 276974 276974 0 REAL ESTATE TAXES 145468 145468 0 TAXES 76281 76281 0