2016-11-15T13:20:39-06:00 2015-12-31 042088368 GRAY GRAY & GRAY LLP 150 ROYALL STREET SUITE 102 CANTON MA 02021 990PF 2015-01-01 277018900 THE HAMILTON COMPANY CHARITABLE FOUNDATION HAMI 6177830039 39 BRIGHTON AVENUE ALLSTON MA 02134 JAMESON BROWN TRUSTEE 6177830039 2016-11-14 1 KELLY A BERARDI P01203181 7814070300 2016-11-01 2015 2017-02-10 21:41:12Z X 18584768 X 4388779 13962 13962 191746 191746 -860340 537 537 537 4595024 206245 38000 0 0 5432 5432 0 1013083 1013083 42989 33571 0 1099504 1052086 0 1160470 1160470 2259974 1052086 1160470 2335050 0 8557109 5434155 5434155 13025357 1013753 6542744 12011604 12011604 1101854 1139009 1139009 16201707 18584768 18584768 256 47 256 47 X 0 0 0 0 16201451 18584721 16201451 18584721 16201707 18584768 16201451 2335050 48256 18584757 36 18584721 FROM K-1 - NEW ENGLAND REALTY ASSOCIATES LP P 2015-01-01 2015-12-31 537 537 537 537 0 832775 14582817 0.057107 604300 9411355 0.064210 439787 5893981 0.074616 232800 4298508 0.054158 0.250091 0.062523 17460556 1091686 0 1091686 1160470 X 0 0 0 0 0 810 810 810 810 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 JAMESON BROWN 77 EXETER STREET APT 1002 BOSTON MA 02116 TRUSTEE 5.00 14000 0 0 MAURA BROWN 39 BRIGHTON AVE ALLSTON MA 02134 TRUSTEE 1.00 12000 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 12000 0 0 HARLEY BROWN 39 BRIGHTON AVE ALLSTON MA 02134 ALTERNATE TRUSTEE 0.01 0 0 0 NONE 0 NONE 0 0 1277853 4436996 12011604 17726453 0 0 17726453 265897 17460556 873028 873028 36 36 872992 0 872992 0 872992 1160470 0 1160470 0 1160470 872992 0 0 18711 151649 135996 103890 410246 1160470 0 0 0 872992 287478 0 0 697724 0 0 0 0 0 0 0 697724 18711 151649 135996 103890 287478 X JAMESON BROWN 39 BRIGHTON AVE ALLSTON MA 02134 6177830039 NONE NONE NONE AFRICAN COMMMUNITY ECONOMIC DEVELOPMENT OF NEW ENGLAND 16 JOHN ELIOT SQUARE ROXBURY MA 02119 N/A PC GENERAL 10000 ALLSTON BRIGHTON CDC 20 LINDEN ST SUITE 288 ALLSTON MA 02134 N/A PC GENERAL 1000 ALLSTON VILLAGE MAIN STREET 161 HARVARD AVE ALLSTON MA 02134 N/A PC GENERAL 5000 BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY 41 BERKELEY ST BOSTON MA 02116 N/A PC GENERAL 35000 BENSON-HENRY INSTITUTE FOR MIND BODY MEDICINE 151 MERRIMAC ST BOSTON MA 02114 N/A PC GENERAL 5000 BOSTON CENTER - YOUTH & FAMILIES 1483 TREMONT STREET ROXBURY CROSSING MA 02120 N/A PC GENERAL 1000 BOSTON CONSERVATORY 8 FENWAY BOSTON MA 02215 N/A PC GENERAL 5000 BOSTON MIDSUMMER OPERA PO BOX 301 CHARLES STREET STATION BOSTON MA 02114 N/A PC GENERAL 2000 BOSTON PHILHARMONIC ORCHESTRA 295 HUNTINGTON AVE SUITE 210 BOSTON MA 02116 N/A PC GENERAL 15000 BOSTON WINTER BALL CORPORATION 401 OCEAN ROAD NARRAGANSETT RI 02882 N/A PC GENERAL 8620 BOYS AND GIRLS CLUB OF MIDDLESEX COUNTY 119 WINDSOR ST 8 CAMBRIDGE MA 02139 N/A PC GENERAL 5000 BROOKLINE ARTS CENTER 86 MONMOUTH STREET BROOKLINE MA 02446 N/A PC GENERAL 3000 BROOKLINE COMMUNITY FOUNDATION 40 WEBSTER PLACE BROOKLINE MA 02445 N/A PC GENERAL 59000 BROOKLINE COMMUNITY MENTAL HEALTH CENTER 41 GARRISON ROAD BROOKLINE MA 02445 N/A PC GENERAL 25000 BROOKLINE FOOD PANTRY 15 ST PAUL ST BROOKLINE MA 02446 N/A PC GENERAL 15000 BROOKLINE MUSIC SCHOOL 25 KENNARD ROAD BROOKLINE MA 02445 N/A PC GENERAL 5000 BUILD GREATER BOSTON 6 BEACON STREET SUITE 415 BOSTON MA 02108 N/A PC GENERAL 20000 CAREER COLLABORATIVE INC 77 SUMMER STREET 11TH FLOOR BOSTON MA 02110 N/A PC GENERAL 20000 CARITAS COMMUNITIES 25 BRAINTREE HILL PARK 206 BRAINTREE MA 02184 N/A PC GENERAL 10000 CARROL CENTER FOR THE BLIND 770 CENTRE STREET NEWTON MA 02458 N/A PC GENERAL 10000 CENTRE STREET FOOD PANTRY 11 HOMER STREET NEWTON CENTER MA 02459 N/A PC GENERAL 18500 CHARLES RIVER CONSERVANCY S3-3 43 THORNDIKE STREET CAMBRIDGE MA 02141 N/A PC GENERAL 2500 CITY KIDS INC 5669 N NORTHWEST HIGHWAY CHICAGO IL 60646 N/A PC GENERAL 15000 CRADLES TO CRAYONS 155 NORTH BEACON STREET BRIGHTON MA 02135 N/A PC GENERAL 40000 CROSSROADS FOR KIDS 119 MYRTLE STREET DUXBURY MA 02332 N/A PC GENERAL 15000 CYSTIC FIBROSIS LIFESTYLE FOUNDATION PO BOX 1344 BURLINGTON VT 05402 N/A PC GENERAL 15000 D'YOUVILLE FOUNDATION 981 VARNUM AVENUE LOWELL MA 01854 N/A PC GENERAL 25000 DAVIDSON FAMILY FUND 600 MAIN STREET WALTHAM MA 02452 N/A PC GENERAL 1000 DISABLED AMERICAN VETERANS 3725 ALEXANDRIA PIKE COLD SPRING KY 41076 N/A PC GENERAL 1000 EAST BOSTON SAVINGS BANK CHARITABLE FOUNDATION 67 PROSPECT STREET PEABODY MA 01960 N/A PC GENERAL 500 EMERALD NECKLACE CONSERVANCY 125 FENWAY BOSTON MA 02115 N/A PC GENERAL 10000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 N/A PC GENERAL 20000 FEDERATION FOR CHILDREN WITH SPECIAL NEEDS 529 MAIN STREET SUITE 1M3 BOSTON MA 02129 N/A PC GENERAL 5000 FRANCISCAN HOSPITAL FOR CHILDREN 30 WARREN STREET BRIGHTON MA 02135 N/A PC GENERAL 30000 FRIENDSHIP HOME INC 458 MAIN STREET NORWELL MA 02061 N/A PC GENERAL 10000 FULLER CRAFT MUSEUM 455 OAK STREET BROCKTON MA 02301 N/A PC GENERAL 7500 GODDARD HOUSE ASSISTED LIVING 165 CHESTNUT STREET BROOKLINE MA 02445 N/A PC GENERAL 7500 GOLF FIGHTS CANCER 300 ARNOLD PALMER BOULEVARD NORTON MA 02766 N/A PC GENERAL 10000 HANDEL AND HAYDN SOCIETY 9 HARCOURT STREET BOSTON MA 02116 N/A PC GENERAL 7500 HOME FOR LITTLE WANDERERS 10 GUEST STREET BOSTON MA 02135 N/A PC GENERAL 25000 HONAN ALLSTON LIBRARY 300 N HARVARD STREET ALLSTON MA 02134 N/A PC GENERAL 1000 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY 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 5000 KIDS CLOTHES CLUB INC 120 CYPRESS STREET BROOKLINE MA 02445 N/A PC GENERAL 20000 LEARN LIVE LOVE CANCER OUTREACH PO BOX 292 SCITUATE MA 02066 N/A PC GENERAL 600 MAB COMMUNITY SERVICES 200 IVY STREET BROOKLINE MA 02446 N/A PC GENERAL 25000 MASSACHUSETTS CITIZENS FOR CHILDREN 14 BEACON STREET SUITE 702 BOSTON MA 02108 N/A PC GENERAL 5000 MASSACHUSETTS COALITION FOR THE HOMELESS 15 BUBIER ST LYNN MA 01901 N/A PC GENERAL 10000 MASSACHUSETTS FRATERNAL ORDER OF POLICE 250 E MAIN STREET 15 NORTON MA 02766 N/A PC GENERAL 150 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 N/A PC GENERAL 50000 MASSACHUSETTS YOUTH COMMITTED TO WINNING INC PO BOX 260417 BOSTON MA 02126 N/A PC GENERAL 5000 MISTRAL MUSIC INC PO BOX 5075 ANDOVER MA 01810 N/A PC GENERAL 5000 MIT 77 MASSACHUSETTS AVENUE CAMBRIDGE MA 02142 N/A PC GENERAL 15000 MOUNT AUBURN HOSPITAL 330 MOUNT AUBURN STREET CAMBRIDGE MA 02138 N/A PC GENERAL 3600 MULTI-SERVICE EATING DISORDERS ASSOCIATION INC 288 WALNUT ST 130 NEWTONVILLE MA 02460 N/A GENERAL 2000 NATIVITY PREPARATORY SCHOOL 39 LAMARTINE ST JAMAICA PLAIN MA 02130 N/A PC GENERAL 15000 NEW ENGLAND CONSERVATORY OF MUSIC 290 HUNTINGTON AVE BOSTON MA 02115 N/A PC GENERAL 15000 NVNA AND HOSPICE 120 LONGWATER DRIVE NORWELL MA 02061 N/A PC GENERAL 15000 OAK SQUARE YMCA 615 WASHINGTON ST BRIGHTON MA 02135 N/A PC GENERAL 15000 OPERATION ABLE OF GREATER BOSTON 174 PORTLAND STREET BOSTON MA 02114 N/A PC GENERAL 5000 PAN-MASS CHALLENGE 77 4TH AVENUE NEEDHAM MA 02494 N/A PC GENERAL 6000 PRESENTATION SCHOOL INC 634 WASHINGTON STREET BRIGHTON MA 02135 N/A PC GENERAL 30000 PROJECT PLACE 1145 WASHINGTON STREET SUITE 2 BOSTON MA 02118 N/A PC GENERAL 15000 PROSPECT HILL ACADEMY 50 ESSEX STREET CAMBRIDGE MA 02139 N/A PC GENERAL 5000 RIGHT TURN INC 299 BROADWAY ARLINGTON MA 02474 N/A PC GENERAL 40000 ROGERSON COMMUNITIES 1 FLORENCE STREET ROSLINDALE MA 02131 N/A PC GENERAL 10000 ROOM TO GROW NATIONAL INC 142 BERKELEY STREET BOSTON MA 02116 N/A PC GENERAL 10000 SCITUATE LIBRARY FOUNDATION 85 BRANCH STREET SCITUATE MA 02066 N/A PC GENERAL 20000 SMILE TRAIN 41 MADISON AVE NEW YORK NY 10010 N/A PC GENERAL 1000 SOCIAL CAPITAL INC 165 NEW BOSTON ST WOBURN MA 01801 N/A PC GENERAL 5000 ST COLUMBKILLE PARTNERSHIP SCHOOL 25 ARLINGTON ST BRIGHTON MA 02135 N/A PC GENERAL 5000 ST FRANCIS HOUSE 39 BOYLSTON STREET BOSTON MA 02116 N/A PC GENERAL 10000 TENACITY INC 38 EVERETT STREET BOSTON MA 02134 N/A PC GENERAL 2500 THE BOSTON FOUNDATION 75 ARLINGTON STREET 10TH FLOOR BOSTON MA 02116 N/A PC GENERAL 25000 THE COMMUNITY DAY CENTER 34 ALDER STREET WALTHAM MA 02453 N/A PC GENERAL 5000 THE JIMMY FUND VIA NICHOLAS CLEARY FUND 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 N/A PC GENERAL 500 THE JIMMY FUND VIA THE SUE WALKER MEMORIAL GOLF TOURNAMENT 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 N/A PC GENERAL 2500 THIRD SECTOR NEW ENGLAND INC 89 SOUTH STREET SUITE 700 BOSTON MA 02111 N/A PC GENERAL 20000 TITO JACKSON COMMUNITY FUND INCORPORATED 185 DEVONSHIRE STREET SUITE 200 BOSTON MA 02110 N/A PC GENERAL 10000 URBAN COLLEGE OF BOSTON 178 TREMONT STREET BOSTON MA 02116 N/A PC GENERAL 15000 WEST END HOUSE 105 ALLSTON STREET ALLSTON MA 02134 N/A PC GENERAL 150000 WHEELOCK COLLEGE - WHEELOCK PASSION FOR ACTION 100 HEBRON STREET MATTAPAN MA 02126 N/A PC GENERAL 20000 1160470 0 14 13962 900099 12608 16 -872948 900099 537 13145 -858986 0 -845841 0 0 0 0 0 0 0 0 0 0 X X 1 THE HAROLD BROWN CHARITABLE LEAD AN 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 1139009 1139009 PROVISION FOR FEDERAL TAXES 36 INVESTMENT EXPENSE 0 0 0 BANK FEES 447 0 0 PROFESSIONAL FEES 3000 0 0 OFFICE EXPENSE 191 0 0 GOODS & SERVICES 5780 0 0 MANAGMENT FEES 6828 6828 0 INSURANCE 2523 2523 0 CLEANING 6856 6856 0 REPAIRS AND MAINTENANCE 3796 3796 0 UTILITIES 8394 8394 0 ADMINISTRATION 1694 1694 0 INVESTMENT INTEREST EXPENSE 3313 3313 0 AMORTIZATION 167 167 0 UNREALIZED GAINS / LOSSES 48000 OTHER CHANGES IN NET ASSETS/FUND BALANCE 256 JAMESON BROWN 39 BRIGHTON AVE ALLSTON MA 02134 REAL ESTATE TAXES 4921 4921 0 OTHER TAXES 500 500 0 PROVISION FOR STATE INCOME TAXES 11 11 0