2026-05-11T14:26:56-04:00 2025-12-31 452653914 TALBERT & TALBERT 55 WALL STREET APT506 NEW YORK NY 10005 990PF 2025-01-01 873914307 BROWNE BOLTON FOUNDATION INC BROW 2126655202 1 SUTTON PLACE NEW YORK NY 10022 PAUL TALBERT TREASURER 2126655202 2026-05-08 true MATTHEW H RAND P02092317 3406908471 2026-05-08 2025 2025-03-06 01:10:19Z X 8086834 X 2380643 5115 5115 27822 27822 893906 2529225 893906 3307486 926843 286 286 38034 19017 19017 80139 80139 14818 291 14527 9519 9269 250 142796 108716 34080 0 0 142796 108716 34080 3164690 818127 30342 521667 521667 38321 826742 655235 655235 5015996 6909932 6909932 5911401 8086834 8086834 60982 60982 0 X 5850419 8086834 5850419 8086834 5911401 8086834 5850419 3164690 1721 9016830 929996 8086834 1,700 SH AMERICAN EXPRESS CO D 2022-04-08 2025-11-03 610540 357284 253256 253256 368 SH BROADCOM INC D 2018-02-02 2025-07-09 100940 8833 92107 92107 110 SH ELI LILLY CO D 2021-06-03 2025-07-09 85317 23895 61422 61422 515 SH ISHARES RUSSELL 1000 ETF D 2023-04-12 2025-11-04 245692 125073 120619 120619 2,300 SH RTX CORP D 2023-07-28 2025-11-03 402938 197742 205196 205196 515 SH VANGUARD VALUE ETF D 2023-04-12 2025-11-04 147340 113700 33640 33640 6,535 SH WISDOMTREE EMER MK ETF D 2020-04-17 2025-11-04 297705 222699 75006 75006 4,775 SH WISDOMTREE TRUE DEV ETF D 2023-04-12 2025-11-04 294463 228813 65650 65650 ST SALES - MULTIPLE MSSB 58746 P 2025-01-01 2025-12-31 96426 96908 -482 -482 LT SALES - MULTIPLE MSSB 58746 P 2025-12-31 223639 168776 54863 54863 SALE OF FINE ARTWORK P 2025-12-02 24225 91596 -67371 -67371 893906 -482 11372 11372 11372 14499 14499 X 246 2881 2881 false false false false false false true true NY true false false false false true N/A PAUL TALBERT 2126655202 4506 TUTU PARK MALL STE 133 PMB 42 ST THOMAS VI 00802 false false false false false false false false false false false false false false false false false false false false THOM BROWNE 1 SUTTON PLACE NEW YORK NY 10022 PRESIDENT 1.00 0 0 0 ANDREW BOLTON 1 SUTTON PLACE NEW YORK NY 10022 VICE PRESIDE 1.00 0 0 0 PAUL TALBERT 4506 TUTU PARK MALL STE 133 PMB 429 ST THOMAS VI 00802 TREASURER 2.00 0 0 0 NONE NONE N/A 779201 128111 5392844 6300156 6300156 94502 6205654 310283 310283 11372 11372 298911 298911 298911 34080 34080 298911 9755 44411 49549 4444958 4548673 34080 34080 264831 264831 4283842 0 4283842 4283842 X 5115 27822 893906 RTN OF CAPITAL MS XX058746 14 926843 926843 false false false false false false false false false false X X 1 THOMAS J BROWNE ONE SUTTON PLACE NEW YORK NY 10022 2380643 X X 1 368 SH BROADCOM INC 102267 2025-07-09 1 6,535 SH WISDOMTREE EMER MK ETF 299761 2025-11-04 1 110 SH ELI LILLY CO 86561 2025-07-09 1 4,775 SH WISDOMTREE TRUE DEV ETF 297073 2025-11-04 1 1,700 SH AMERICAN EXPRESS CO 613241 2025-10-31 1 2,300 SH RTX CORP 410550 2025-10-31 1 810 SH VANGUARD VALUE ETF INDEX 149299 2025-11-04 1 515 SH ISHARES RUSSELL 1000 ETF 246891 2025-11-04 ACCOUNTING SERVICES 38034 19017 19017 PUBLICLY TRADED SECURITIES: MORGAN STANLEY XX058746(ATTACHED) FMV 655235 655235 LEGAL SERVICES 286 286 FINE ARTWORK COLLECTION 5015996 6909932 6909932 GAIN ON DONATED SECURITIES 927604 ACCRUALS AND TIMING DIFFERENCES 2392 EXPENSES ANNUAL FILING FEE - NYS CHAR5 250 250 BANK FEES 1 1 INSURANCE 1168 1168 ARTWORK STORAGE 8100 8100 UNREALIZED GAIN/LOSS 1721 MORGAN STANLEY ADVISORY FEES 5139 5139 ARTWORK INVESTMENT ADVISORY 75000 75000 FOREIGN TAX PAID MS XXX058746 291 291 EXCISE TAXES PAID 14527 14527