HAMILTON COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HAMILTON COMPANY CHARITABLE FOUNDATION (EIN 27-7018900)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349102015
- Schema version
- 2016v3.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T14:32:45-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BERARDI | PreparerPersonNm |
| PTIN | P01203181 | PTIN |
| Phone | 7814070300 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.234.152.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 16:31:13 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 39427C3B53EC65EBAC34DAE2D81C63128DD18520 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 49215E319427F69A3804C806AA1108E3DC2446C7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,242,593 | 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 | $21,762 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,762 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,076,511 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,076,511 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $361,052 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $5,999 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,999 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,497,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,104,272 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $85,123 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $483,876 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $483,876 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $153,105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $146,460 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $769,104 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $715,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,315,151 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,315,151 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,084,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $715,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,315,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,413,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $388,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,434,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,776,510 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,685,271 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $12,560,222 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $483,876 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $12,011,604 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $12,076,346 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $12,167,585 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,139,009 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,389,737 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,389,737 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,584,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,242,593 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,242,593 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $47 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,092 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $47 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,092 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $18,584,721 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,235,501 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,584,721 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,235,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,584,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,242,593 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,584,721 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,413,046 | ExcessRevenueOverExpensesAmt |
| Other Increases | $243,648 | OtherIncreasesAmt |
| Subtotal | $22,241,415 | SubtotalAmt |
| Other Decreases | $5,914 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,235,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FROM K-1 - NEW ENGLAND REALTY ASSOCIATES LP | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-01-01 | AcquiredDt |
| Sold | 2016-12-31 | SoldDt |
| Gross Sales Price | $5,999 | GrossSalesPriceAmt |
| Gain Or Loss | $5,999 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,999 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,999 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,160,470 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,460,556 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066462 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $832,775 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,582,817 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057107 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $604,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,411,355 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064210 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $439,787 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,893,981 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074616 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $232,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,298,508 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054158 | DistributionYr5Rt |
| Total Distribution | 0.316553 | TotalDistributionRt |
| Average Distribution | 0.063311 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,460,068 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,232,036 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,888 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,235,924 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,315,151 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,888 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,888 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $810 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $810 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $84 | EsPenaltyAmt |
| Tax Due | $3,162 | TaxDueAmt |
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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | 5.00 | $12,000 | $0 | $0 |
| MAURA BROWN | ||||||||
| 39 BRIGHTON AVE | ALLSTON | MA | 02134 | TRUSTEE | 1.00 | $9,000 | $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 | $12,000 | $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 | $14,000 | $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 | $1,494,402 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,094,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,167,585 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,756,414 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,756,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $296,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,460,068 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $973,003 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $973,003 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,888 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,026 | IncomeTaxAmt |
| Total Tax | $5,914 | TotalTaxAmt |
| Distributable Before Adj | $967,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $967,089 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $967,089 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,315,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,315,151 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,888 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,311,263 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $967,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,711 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $151,649 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $135,996 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $103,890 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $287,478 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $697,724 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,315,151 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $967,089 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $348,062 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,045,786 | 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 | $18,711 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,027,075 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $151,649 | ExcessFromYear4Amt |
| Excess From Year3 | $135,996 | ExcessFromYear3Amt |
| Excess From Year2 | $103,890 | ExcessFromYear2Amt |
| Excess From Year1 | $287,478 | ExcessFromYear1Amt |
| Excess From Current Year | $348,062 | ExcessFromCurrentYearAmt |
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 (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC | |||||||
| 178 TREMONT STREET | BOSTON | MA | 02111 | N/A | PC | GENERAL | $5,000 |
| ALLSTON BRIGHTON CDC | |||||||
| 20 LINDEN ST SUITE 288 | ALLSTON | MA | 02134 | N/A | PC | GENERAL | $11,000 |
| ALLSTON BRIGHTON HEALTH COLLABORATIVE | |||||||
| 20 LINDEN ST SUITE 288 | ALLSTON | MA | 02134 | N/A | PC | GENERAL | $2,000 |
| ALLSTON BRIGHTON SUBSTANCE ABUSE TF | |||||||
| 20 LINDEN ST SUITE 288 | ALLSTON | MA | 02134 | N/A | PC | GENERAL | $2,500 |
| ALLSTON VILLAGE MAIN STREET | |||||||
| 161 HARVARD AVE | ALLSTON | MA | 02134 | N/A | PC | GENERAL | $10,000 |
| AMERICAN CANCER SOCIETY ROAD RACE | |||||||
| 125 S HUNTINGTON AVE | BOSTON | MA | 02130 | N/A | PC | GENERAL | $500 |
| AMOS HOUSE CHARITY GOLF TOURNAMENT | |||||||
| 460 PINE ST | PROVIDENCE | RI | 02907 | N/A | PC | GENERAL | $750 |
| BARRY L PRICE REHABILITATION CENTER | |||||||
| 38 BORDER ST | NEWTON | MA | 02465 | N/A | PC | GENERAL | $10,000 |
| BAY COVE ACADEMY | |||||||
| 156 LAWTON ST | BROOKLINE | MA | 02446 | N/A | PC | GENERAL | $5,000 |
| BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY | |||||||
| 41 BERKELEY ST | BOSTON | MA | 02116 | N/A | PC | GENERAL | $35,000 |
| BENSON-HENRY INSTITUTE FOR MIND BODY MEDICINE | |||||||
| 151 MERRIMAC ST | BOSTON | MA | 02114 | N/A | PC | GENERAL | $15,000 |
| BEST BUDDIES | |||||||
| 45 BROMFIELD ST STE 301 | BOSTON | MA | 02108 | N/A | PC | GENERAL | $500 |
| BOSTON CENTER - YOUTH & FAMILIES | |||||||
| 1483 TREMONT STREET | ROXBURY CROSSING | MA | 02120 | N/A | PC | GENERAL | $1,000 |
| BOSTON MEDICAL CENTER | |||||||
| ONE BOSTON MEDICAL CENTER PI | BOSTON | MA | 02118 | N/A | PC | GENERAL | $5,000 |
| BOSTON MIDSUMMER OPERA | |||||||
| PO BOX 301 CHARLES STREET STATION | BOSTON | MA | 02114 | N/A | PC | GENERAL | $3,000 |
| BOSTON PHILHARMONIC ORCHESTRA | |||||||
| 295 HUNTINGTON AVE SUITE 210 | BOSTON | MA | 02116 | N/A | PC | GENERAL | $15,000 |
| BOSTON WINTER BALL CORPORATION | |||||||
| 401 OCEAN ROAD | NARRAGANSETT | RI | 02882 | N/A | PC | GENERAL | $15,000 |
| BOYS AND GIRLS CLUB OF MIDDLESEX COUNTY | |||||||
| 119 WINDSOR ST 8 | CAMBRIDGE | MA | 02139 | N/A | PC | GENERAL | $6,000 |
| BRIDGE OVER TROUBLED WATERS INC | |||||||
| 68 WAVERLY ST | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $5,000 |
| BRIGHAM AND WOMEN'S SOLOMON SCHOLARS | |||||||
| 1335 RIVER ST | HYDE PARK | MA | 02136 | N/A | PC | GENERAL | $1,000 |
| BRIGHTON MAIN STREETS | |||||||
| 358 WASHINGTON ST | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $1,000 |
| BROOKLINE COMMUNITY FOUNDATION | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $51,901 |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $25,000 |
| BROOKLINE MUSIC SCHOOL | |||||||
| 25 KENNARD ROAD | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $10,000 |
| BROOKLINE YOUTH FUND | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $4,000 |
| BUILD GREATER BOSTON | |||||||
| 6 BEACON STREET SUITE 415 | BOSTON | MA | 02108 | N/A | PC | GENERAL | $20,000 |
| CARE DIMENSIONS | |||||||
| 75 SYLVAN ST STE B-102 | DANVERS | MA | 01923 | N/A | PC | GENERAL | $10,000 |
| CAREER COLLABORATIVE INC | |||||||
| 77 SUMMER STREET 11TH FLOOR | BOSTON | MA | 02110 | N/A | PC | GENERAL | $20,000 |
| CARITAS COMMUNITIES | |||||||
| 25 BRAINTREE HILL PARK 206 | BRAINTREE | MA | 02184 | N/A | PC | GENERAL | $7,500 |
| CARROL CENTER FOR THE BLIND | |||||||
| 770 CENTRE STREET | NEWTON | MA | 02458 | N/A | PC | GENERAL | $15,000 |
| CENTER STREET FOOD PANTRY | |||||||
| 11 HOMER STREET | NEWTON CENTER | MA | 02459 | N/A | PC | GENERAL | $5,000 |
| CHARLES RIVER CONSERVANCY | |||||||
| S3-3 43 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | N/A | PC | GENERAL | $2,500 |
| CITIZENS SCHOOL | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | N/A | PC | GENERAL | $10,000 |
| CITY KIDS INC | |||||||
| 5669 N NORTHWEST HIGHWAY | CHICAGO | IL | 60646 | N/A | PC | GENERAL | $5,000 |
| COOLIDGE CORNER THEATRE | |||||||
| 290 HARVARD ST | BROOKLINE | MA | 02446 | N/A | PC | GENERAL | $10,000 |
| CRADLES TO CRAYONS | |||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $40,000 |
| CROSSROADS FOR KIDS | |||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | N/A | PC | GENERAL | $15,000 |
| CYSTIC FIBROSIS LIFESTYLE FOUNDATION | |||||||
| PO BOX 1344 | BURLINGTON | VT | 05402 | N/A | PC | GENERAL | $15,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $5,000 |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | N/A | PC | GENERAL | $1,000 |
| DOC WAYNE | |||||||
| 418 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | GENERAL | $10,000 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 125 FENWAY | BOSTON | MA | 02115 | N/A | PC | GENERAL | $10,000 |
| ESPERANZA ACADEMY | |||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | N/A | PC | GENERAL | $20,000 |
| FAMILY NURTURING CENTER OF MASSACHUSETTS | |||||||
| 200 BOWDOIN ST | DORCHESTER | MA | 02122 | N/A | PC | GENERAL | $5,000 |
| FEDERATION FOR CHILDREN WITH SPECIAL NEEDS | |||||||
| 529 MAIN STREET SUITE 1M3 | BOSTON | MA | 02129 | N/A | PC | GENERAL | $5,000 |
| FIRST LITERACY | |||||||
| 160 BOYLSTON ST 2 | BOSTON | MA | 02116 | 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 | $10,000 |
| FULLER CRAFT MUSEUM | |||||||
| 455 OAK STREET | BROCKTON | MA | 02301 | N/A | PC | GENERAL | $7,500 |
| GARDNER PILOT ACADEMY | |||||||
| 30 ATHOL ST | ALLSTON | MA | 02134 | N/A | PC | GENERAL | $15,000 |
| GODDARD HOUSE ASSISTED LIVING | |||||||
| 165 CHESTNUT STREET | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $8,500 |
| GOLF FIGHTS CANCER | |||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | N/A | PC | GENERAL | $10,000 |
| HANDEL AND HAYDEN SOCIETY | |||||||
| 9 HARCOURT STREET | BOSTON | MA | 02116 | N/A | PC | GENERAL | $7,500 |
| HOME FOR LITTLE WANDERERS | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | N/A | PC | GENERAL | $25,000 |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | N/A | PC | GENERAL | $20,000 |
| JOHN H BARRY BOYS & GIRLS CLUB OF NEWTON | |||||||
| 675 WATERTOWN STREET | NEWTON | MA | 02460 | N/A | PC | GENERAL | $5,000 |
| JUNIOR ACHIEVEMENT NORTHERN NEW ENGLAND | |||||||
| 400 5TH AVE | WALTHAM | MA | 02451 | N/A | PC | GENERAL | $1,000 |
| KIDS CLOTHES CLUB INC | |||||||
| 120 CYPRESS STREET | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $20,000 |
| MAB COMMUNITY SERVICES | |||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | N/A | PC | GENERAL | $30,000 |
| 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 |
| METROPOLITAN CHORALE | |||||||
| PO BOX 1428 | BROOKLINE | MA | 02446 | N/A | PC | GENERAL | $2,000 |
| MISTRAL MUSIC INC | |||||||
| PO BOX 5075 | ANDOVER | MA | 01810 | N/A | PC | GENERAL | $5,000 |
| MOUNT AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PC | GENERAL | $5,000 |
| MYSTIC RIVER WATERSHED ASSOCIATION | |||||||
| 20 ACADEMY ST 306 | ARLINGTON | MA | 02476 | N/A | PC | GENERAL | $2,500 |
| NATIVITY PREPARATORY SCHOOL | |||||||
| 39 LAMARTINE ST | JAMAICA PLAIN | MA | 02130 | N/A | PC | GENERAL | $15,000 |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $15,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $5,000 |
| OPERATION ABLE OF GREATER BOSTON | |||||||
| 174 PORTLAND STREET | BOSTON | MA | 02114 | N/A | PC | GENERAL | $5,000 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 N BEACON ST | WATERTOWN | MA | 02472 | N/A | PC | GENERAL | $10,000 |
| PMC JIMMY FUND | |||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | N/A | PC | GENERAL | $7,500 |
| PRESENTATION SCHOOL INC | |||||||
| 634 WASHINGTON STREET | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $30,000 |
| PROGRAMS FOR PEOPLE | |||||||
| 98 LINCOLN ST | FRAMINGHAM | MA | 01702 | N/A | PC | GENERAL | $5,000 |
| RIGHT TURN INC | |||||||
| 299 BROADWAY | ARLINGTON | MA | 02474 | N/A | PC | GENERAL | $20,000 |
| ROGERSON HOUSE | |||||||
| 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 | $10,000 |
| SCITUATE LIBRARY FOUNDATION | |||||||
| 85 BRANCH STREET | SCITUATE | MA | 02066 | N/A | PC | GENERAL | $20,000 |
| SHERRILL HOUSE | |||||||
| 135 S HUNTINGTON AVE | JAMAICA PLAIN | MA | 02130 | N/A | PC | GENERAL | $15,000 |
| SOCIAL CAPITAL INC | |||||||
| 165 NEW BOSTON ST | WOBURN | MA | 01801 | N/A | PC | GENERAL | $5,000 |
| ST COLUMBKILLE PARTNERSHIP SCHOOL | |||||||
| 25 ARLINGTON ST | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $10,000 |
| ST FRANCIS HOUSE | |||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | N/A | PC | GENERAL | $10,000 |
| SUPPORTIVE LIVING | |||||||
| 17 WARREN AVE | WOBURN | MA | 01801 | N/A | PC | GENERAL | $5,000 |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 10TH FLOOR | BOSTON | MA | 02116 | N/A | PC | GENERAL | $25,000 |
| THE FORSYTH INSTITUTE | |||||||
| 245 FIRST ST | CAMBRIDGE | MA | 02142 | N/A | PC | GENERAL | $5,000 |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | N/A | PC | GENERAL | $20,000 |
| TITO JACKSON COMMUNITY FUND INCORPORATED | |||||||
| 185 DEVONSHIRE STREET SUITE 200 | BOSTON | MA | 02110 | N/A | PC | GENERAL | $10,000 |
| UMASS DARTMOUTH FOUNDATION | |||||||
| 285 OLD WESTPORT RD | NORTH DARTMOUTH | MA | 02747 | N/A | PC | GENERAL | $5,000 |
| URBAN COLLEGE OF BOSTON | |||||||
| 178 TREMONT STREET | BOSTON | MA | 02116 | N/A | PC | GENERAL | $45,000 |
| WEST END HOUSE | |||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | N/A | PC | GENERAL | $200,000 |
| WHEELOCK COLLEGE - WHEELOCK PASSION FOR ACTION | |||||||
| 100 HEBRON STREET | MATTAPAN | MA | 02126 | N/A | PC | GENERAL | $20,000 |
| WHITTIER STREET HEALTH CENTER COMMITTEE | |||||||
| 1290 TREMONT ST | ROXBURY | MA | 02120 | N/A | PC | GENERAL | $5,000 |
| WINSHIP SCHOOL PARENT COUNCIL | |||||||
| 54 DIGHTON ST | BRIGHTON | MA | 02135 | N/A | PC | GENERAL | $5,000 |
| YEAR UP GREATER BOSTON | |||||||
| 45 MILK ST | BOSTON | MA | 02109 | N/A | PC | GENERAL | $10,000 |
| YMCA OF GREATER BOSTON | |||||||
| 316 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | GENERAL | $15,000 |
| ZOO NEW ENGLAND | |||||||
| 1 FRANKLIN PARK RD | BOSTON | MA | 02120 | N/A | PC | GENERAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,315,151 | 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 | $21,762 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $25,122 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $335,930 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,999 | UnrelatedBusinessTaxblIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,250 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $35,371 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $357,692 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $393,063 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT - MORGAN STANLEY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,389,737 | BookValueAmt |
| EOYFMV | $1,389,737 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROVISION FOR FEDERAL TAXES | Desc |
| Amt | $5,914 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $0 | $0 | $0 |
| BANK FEES | $383 | $0 | $0 |
| PROFESSIONAL FEES | $6,200 | $0 | $0 |
| OFFICE EXPENSE | $62 | $0 | $0 |
| GOODS & SERVICES | $0 | $0 | $0 |
| MANAGMENT FEES | $41,919 | $41,919 | $0 |
| INSURANCE | $11,316 | $11,316 | $0 |
| CLEANING | $14,824 | $14,824 | $0 |
| REPAIRS AND MAINTENANCE | $33,443 | $33,443 | $0 |
| UTILITIES | $37,853 | $37,853 | $0 |
| ADMINISTRATION | $306 | $306 | $0 |
| MISC EXPENSES | $3,218 | $3,218 | $0 |
| INVESTMENT INTEREST EXPENSE | $3,414 | $3,414 | $0 |
| AMORTIZATION | $167 | $167 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $4,250 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $4,250 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS / LOSSES | $243,600 |
| OTHER CHANGES IN NET ASSETS/FUND BALANCE | $48 |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $5,000 | $5,000 | $0 |
| OTHER TAXES | $78,945 | $78,945 | $0 |
| PROVISION FOR STATE INCOME TAXES | $1,178 | $1,178 | $0 |
Comments