HAMILTON COMPANY CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HAMILTON COMPANY CHARITABLE FOUNDATION (EIN 27-7018900)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201411349349101776
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Amortization Schedule
- Distribution From Corpus Election
- Investments Land Schedule2
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T15:02:41-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 SOUTHWEST PARK | AddressLine1 |
| City | WESTWOOD | City |
| State | MA | State |
| ZIP Code | 020901548 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 FOUNDATION | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ALLSTON | City |
| State | MA | State |
| ZIP Code | 02134 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMESON BROWN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6177830039 | PhoneNum |
| Signature | 2014-05-12 | 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 | 2014-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,581,886 | 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 | $5,485,973 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,603 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,603 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $66,159 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $66,159 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $47,010 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,571,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,762 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,228 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,228 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,980 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,508 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,149 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $604,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $604,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $667,808 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,149 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $604,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,903,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,613 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,933,464 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,219,210 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,219,210 | SavAndTempCashInvstEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,326,506 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $334 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $2,698,946 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,326,172 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,326,172 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $698,822 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,036,504 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,036,504 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,331,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,581,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,581,886 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,563 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,806 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $6,563 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,806 | 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 | $7,324,669 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,579,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,324,669 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,579,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,331,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,581,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,324,669 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,903,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $360,321 | OtherIncreasesAmt |
| Subtotal | $12,588,917 | SubtotalAmt |
| Other Decreases | $9,837 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,579,080 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $439,787 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,893,981 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074616 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $232,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,298,508 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054158 | DistributionYr2Rt |
| Total Distribution | 0.128774 | TotalDistributionRt |
| Average Distribution | 0.064387 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,411,355 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $605,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $666 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $606,635 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $604,300 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $348 | OverpaymentAmt |
| Applied To ES Tax | $348 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMESON BROWN | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ALLSTON | City |
| State | MA | State |
| ZIP Code | 02134 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMESON BROWN | ||||||||
| 1079 COMMONWEALTH AVE | BOSTON | MA | 02215 | TRUSTEE | 5.00 | $14,000 | $0 | $0 |
| MAURA BROWN | ||||||||
| 39 BRIGHTON AVE | ALLSTON | MA | 02134 | TRUSTEE | 1.00 | $12,000 | $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 |
| 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 | $1,044,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,184,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,326,172 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,554,675 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,554,675 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,411,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $470,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $470,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,332 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $932 | IncomeTaxAmt |
| Total Tax | $2,264 | TotalTaxAmt |
| Distributable Before Adj | $468,304 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $468,304 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $468,304 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $604,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $604,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $604,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $468,304 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $18,711 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,649 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $170,360 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $604,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $468,304 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $135,996 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $306,356 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $306,356 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $18,711 | ExcessFromYear2Amt |
| Excess From Year1 | $151,649 | ExcessFromYear1Amt |
| Excess From Current Year | $135,996 | 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 | AddressLine1 |
| City | ALLSTON | City |
| State | MA | State |
| ZIP Code | 02134 | ZIPCode |
| 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 (69 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ALLSTON VILLAGE MAIN STREETS | |||||||
| 161 HARVARD AVE | ALLSTON | MA | 02134 | PUBLIC | GENERAL | $5,000 | |
| ARTS & BUSINESS COUNCIL OF GREATER BOSTON | |||||||
| 15 CHANNEL CENTER STREET SUITE 103 | BOSTON | MA | 02210 | PUBLIC | GENERAL | $500 | |
| BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY | |||||||
| 41 BERKELEY ST | BOSTON | MA | 02116 | PUBLIC | GENERAL | $10,000 | |
| BENSON-HENRY INSTITUTE FOR MIND BODY MEDICINE | |||||||
| 151 MERRIMAC ST | BOSTON | MA | 02114 | PUBLIC | GENERAL | $5,000 | |
| BERKLEE COLLEGE OF MUSIC | |||||||
| 40 BOYLSTON STREET | BOSTON | MA | 02215 | PUBLIC | GENERAL | $5,000 | |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | PUBLIC | GENERAL | $10,000 | |
| BOSTON MIDSUMMER OPERA | |||||||
| PO BOX 301 CHARLES STREET STATION | BOSTON | MA | 02114 | PUBLIC | GENERAL | $1,000 | |
| BOSTON PHILHARMONIC ORCHESTRA | |||||||
| 295 HUNTINGTON AVE SUITE 210 | BOSTON | MA | 02116 | PUBLIC | GENERAL | $15,000 | |
| BOSTON WINTER BALL CORPORATION | |||||||
| 401 OCEAN ROAD | NARRAGANSETT | RI | 02882 | PUBLIC | GENERAL | $5,000 | |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | PUBLIC | GENERAL | $1,000 | |
| BRIGHTON-ALLSTON HISTORICAL SOCIETY | |||||||
| PO BOX 35163 | BRIGHTON | MA | 02135 | PUBLIC | GENERAL | $400 | |
| BROOKLINE COMMUNITY FOUNDATION | |||||||
| 40 WEBSTER PLACE | BROOKLINE | MA | 02445 | PUBLIC | GENERAL | $43,500 | |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | PUBLIC | GENERAL | $20,000 | |
| BROOKLINE EMERGENCY FOOD PANTRY | |||||||
| 15 SAINT PAUL ST | BROOKLINE | MA | 02446 | PUBLIC | GENERAL | $5,000 | |
| BROOKLINE LIBRARY FOUNDATION | |||||||
| 361 WASHINGTON STREET | BROOKLINE | MA | 02445 | PUBLIC | GENERAL | $1,000 | |
| BUILD | |||||||
| 6 BEACON STREET SUITE 415 | BOSTON | MA | 02108 | PUBLIC | GENERAL | $10,000 | |
| CANCER RESEARCH FOUNDATION | |||||||
| PO BOX 50226 | HENDERSON | NV | 89016 | PUBLIC | GENERAL | $5,000 | |
| CAREER COLLABORATIVE INC | |||||||
| 77 SUMMER STREET 11TH FLOOR | BOSTON | MA | 02110 | PUBLIC | GENERAL | $5,000 | |
| CENTRE STREET FOOD PANTRY | |||||||
| 11 HOMER STREET | NEWTON CENTER | MA | 02459 | PUBLIC | GENERAL | $5,000 | |
| COOLIDGE CORNER THEATRE | |||||||
| 290 HARVARD ST | BROOKLINE | MA | 02446 | PUBLIC | GENERAL | $1,000 | |
| CRADLES TO CRAYONS | |||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | PUBLIC | GENERAL | $25,000 | |
| CROSSROADS FOR KIDS | |||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | PUBLIC | GENERAL | $10,000 | |
| D'YOUVILLE LIFE AND WELLNESS COMMUNITY | |||||||
| 981 VARNUM AVENUE | LOWELL | MA | 01854 | PUBLIC | GENERAL | $25,000 | |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | PUBLIC | GENERAL | $1,000 | |
| ESPERANZA ACADEMY | |||||||
| 198 GARDEN STREET | LAWRENCE | MA | 01840 | PUBLIC | GENERAL | $15,000 | |
| FIRST LITERACY | |||||||
| 160 BOYLSTON STREET | BOSTON | MA | 02116 | PUBLIC | GENERAL | $6,000 | |
| FRANCISCAN HOSPITAL FOR CHILDREN | |||||||
| 30 WARREN STREET | BRIGHTON | MA | 02135 | PUBLIC | GENERAL | $35,000 | |
| FRIENDS OF THE BOSTON PARK RANGERS | |||||||
| 1010 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | PUBLIC | GENERAL | $2,500 | |
| FULLER CRAFT MUSEUM | |||||||
| 455 OAK ST | BROCKTON | MA | 02301 | PUBLIC | GENERAL | $5,000 | |
| FUND FOR PARKS AND RECREATION | |||||||
| 1010 MASSACHUSETTS AVENUE 3RD FLOOR | BOSTON | MA | 02118 | PUBLIC | GENERAL | $2,500 | |
| GARDNER PILOT ACADEMY | |||||||
| 30 ATHOL ST | BOSTON | MA | 02134 | PUBLIC | GENERAL | $10,000 | |
| GATEWAYS ACCESS TO JEWISH EDUCATION | |||||||
| 333 NAHANTON ST | NEWTON | MA | 02459 | PUBLIC | GENERAL | $1,000 | |
| GOLF FIGHTS CANCER | |||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | PUBLIC | GENERAL | $10,000 | |
| GRANADA HOUSE INC | |||||||
| 70 ADAMSON ST | ALLSTON | MA | 02134 | PUBLIC | GENERAL | $2,500 | |
| GREATER BOSTON JUNIOR BRUINS | |||||||
| 38 ST BOTOLPH STREET | BOSTON | MA | 02116 | PUBLIC | GENERAL | $1,000 | |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | PUBLIC | GENERAL | $10,000 | |
| INVEST IN GIRLS | |||||||
| 695 ATLANTIC AVENUE 9TH FLOOR | BOSTON | MA | 02111 | PUBLIC | GENERAL | $5,000 | |
| LABOUR COLLEGE | |||||||
| 2120 DORCHESTER AVE | DORCHESTER | MA | 02124 | PUBLIC | GENERAL | $1,000 | |
| LEARN LIVE LOVE CANCER OUTREACH | |||||||
| PO BOX 292 | SCITUATE | MA | 02066 | PUBLIC | GENERAL | $5,000 | |
| MAB COMMUNITY SERVICES | |||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | PUBLIC | GENERAL | $22,500 | |
| MASSACHUSETTS COALITION FOR THE HOMELESS | |||||||
| 15 BUBIER ST | LYNN | MA | 01901 | PUBLIC | GENERAL | $2,500 | |
| MASSACHUSETTS FRATERNAL ORDER OF POLICE | |||||||
| 250 E MAIN STREET SUITE 19 | NORTON | MA | 02766 | PUBLIC | GENERAL | $150 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | PUBLIC | GENERAL | $50,000 | |
| MIT | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02142 | PUBLIC | GENERAL | $20,000 | |
| MOUNT AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PUBLIC | GENERAL | $3,000 | |
| NATIONAL TAY-SACHS & ALLIED DISEASES ASSOCIATIONS INC | |||||||
| 2001 BEACON ST | BRIGHTON | MA | 02135 | PUBLIC | GENERAL | $500 | |
| NATIVITY PREPARATORY SCHOOL | |||||||
| 39 LAMARTINE ST | JAMAICA PLAIN | MA | 02130 | PUBLIC | GENERAL | $15,000 | |
| NEW ENGLAND BAPTIST HOSPITAL | |||||||
| 125 PARKER HILL AVENUE | BOSTON | MA | 02114 | PUBLIC | GENERAL | $5,000 | |
| OAK SQUARE YMCA | |||||||
| 615 WASHINGTON ST | BRIGHTON | MA | 02135 | PUBLIC | GENERAL | $10,000 | |
| ONE FAMILY INC | |||||||
| 240 NEWBURY ST | BOSTON | MA | 02116 | PUBLIC | GENERAL | $1,000 | |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PUBLIC | GENERAL | $1,500 | |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 N BEACON ST | WATERTOWN | MA | 02472 | PUBLIC | GENERAL | $10,000 | |
| PROGRAMS FOR PEOPLE INC | |||||||
| 98 LINCOLN STREET | FRAMINGHAM | MA | 01702 | PUBLIC | GENERAL | $5,000 | |
| RED SOX FOUNDATION | |||||||
| 4 YAWKEY WAY | BOSTON | MA | 02215 | PUBLIC | GENERAL | $250 | |
| RIGHT TURN INC | |||||||
| 299 BROADWAY | ARLINGTON | MA | 02474 | PUBLIC | GENERAL | $10,000 | |
| ROGERSON COMMUNITIES | |||||||
| 1 FLORENCE STREET | ROSLINDALE | MA | 02131 | PUBLIC | GENERAL | $10,000 | |
| ROOM TO GROW NATIONAL INC | |||||||
| 142 BERKELEY STREET | BOSTON | MA | 02116 | PUBLIC | GENERAL | $5,000 | |
| SCITUATE ANIMAL SHELTER | |||||||
| 780 CHIEF JUSTICE CUSHING HIGHWAY | SCITUATE | MA | 02066 | PUBLIC | GENERAL | $1,000 | RT 3A |
| SCITUATE LIBRARY FOUNDATION | |||||||
| 85 BRANCH STREET | SCITUATE | MA | 02066 | PUBLIC | GENERAL | $10,000 | |
| SMILE TRAIN | |||||||
| 41 MADISON AVE | NEW YORK | NY | 10010 | PUBLIC | GENERAL | $1,000 | |
| THE BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 10TH FLOOR | BOSTON | MA | 02116 | PUBLIC | GENERAL | $10,000 | |
| THE CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | PUBLIC | GENERAL | $5,000 | |
| THE CARROLL SCHOOL | |||||||
| 25 BAKER BRIDGE RD | LINCOLN | MA | 01773 | PUBLIC | GENERAL | $10,000 | |
| THE HANDEL AND HAYDN SOCIETY | |||||||
| 300 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | PUBLIC | GENERAL | $5,000 | |
| THE HOME FOR LITTLE WANDERERS | |||||||
| 271 HUNTINGTON AVE | BOSTON | MA | 02115 | PUBLIC | GENERAL | $15,000 | |
| THE PRICE CENTER | |||||||
| 77 ROWE STREET | NEWTON | MA | 02466 | PUBLIC | GENERAL | $15,000 | |
| WEST END HOUSE | |||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | PUBLIC | GENERAL | $10,000 | |
| WHEELOCK COLLEGE | |||||||
| 200 RIVERWAY | BOSTON | MA | 02215 | PUBLIC | GENERAL | $20,000 | |
| YEAR UP BOSTON | |||||||
| 93 SUMMER STREET 5TH FLOOR | BOSTON | MA | 02110 | PUBLIC | GENERAL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $604,300 | 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 | $19,603 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,904 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $39,106 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,904 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,709 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,613 | 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 Person | THE HAROLD BROWN CHARITABLE LEAD AN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BRIGHTON AVE | AddressLine1 |
| City | ALLSTON | City |
| State | MA | State |
| ZIP Code | 02134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,485,973 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATIONAL COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2011-12-21 | AcquiredCompletedOrExpendedDt |
| Amortized | $2,500 | AmortizedAmt |
| Deduction For Prior Years | $167 | DeductionForPriorYearsAmt |
| Amortization Period | 180.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $167 | CurrentYearAmortizationAmt |
| Net Investment Income | $167 | NetInvestmentIncomeAmt |
| Total Amortization | $334 | TotalAmortizationAmt |
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 Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| PARKING LOT | $2,610,063 | $0 | $2,610,063 |
| ORGANIZATIONAL COSTS | $2,500 | $334 | $2,166 |
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 | $1,036,504 | BookValueAmt |
| EOYFMV | $1,036,504 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAXES PAID | Description |
| Amount | $9,837 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $0 | $0 | $0 |
| BANK FEES | $256 | $0 | $0 |
| PROFESSIONAL FEES | $6,000 | $0 | $0 |
| OFFICE EXPENSE | $103 | $0 | $0 |
| MANAGMENT FEES | $2,216 | $2,216 | $0 |
| MISCELLANEOUS | $0 | $0 | $0 |
| INSURANCE | $381 | $381 | $0 |
| INVESTMENT INTEREST EXPENSE | $2,857 | $2,857 | $0 |
| AMORTIZATION | $167 | $167 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAINS / LOSSES | $353,758 |
| OTHER CHANGES IN NET ASSETS/FUND BALANCE | $6,563 |
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 | AddressLine1 |
| City | ALLSTON | City |
| State | MA | State |
| ZIP Code | 02134 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $9,824 | $9,824 | $0 |
| OTHER TAXES | $2,864 | $2,864 | $0 |
| PROVISION FOR STATE INCOME TAXES | $540 | $540 | $0 |
Comments