Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE HAMILTON COMPANY CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)39 BRIGHTON AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALLSTON, MA02134
A Employer identification number

27-7018900
B Telephone number (see instructions)

(617) 783-0039
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$27,375,392J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,800,048
2 Check bullet.............
3 Interest on savings and temporary cash investments 153,731 153,731  
4 Dividends and interest from securities...      
5a Gross rents............ 1,135,271 1,135,271  
b Net rental income or (loss) 446,518
6a Net gain or (loss) from sale of assets not on line 10 13,723
b Gross sales price for all assets on line 6a 13,723
7 Capital gain net income (from Part IV, line 2)... 13,723
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 6,102,773 1,302,725  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,800 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 77,665 77,665   0
19 Depreciation (attach schedule) and depletion... 412,824 412,824  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 207,853 198,264   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 781,142 688,753   0
25 Contributions, gifts, grants paid....... 1,752,821 1,752,821
26 Total expenses and disbursements. Add lines 24 and 25 2,533,963 688,753   1,752,821
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,568,810
b Net investment income (if negative, enter -0-) 613,972
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 10,704,101 14,457,962 14,457,962
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................   315,013 315,013
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet13,574,609
Less: accumulated depreciation (attach schedule) bullet2,348,365 11,693,062 11,226,244 11,370,830
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,682,432 Click to see attachment1,231,587 1,231,587
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 24,079,595 27,230,806 27,375,392
Liabilities 17 Accounts payable and accrued expenses.......... 11,622 13,414
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 11,622 13,414
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 24,067,973 27,217,392
30 Total net assets or fund balances (see instructions)..... 24,067,973 27,217,392
31 Total liabilities and net assets/fund balances (see instructions). 24,079,595 27,230,806
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
24,067,973
2
Enter amount from Part I, line 27a .....................
2
3,568,810
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,623
4
Add lines 1, 2, and 3 ..........................
4
27,648,406
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
431,014
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
27,217,392
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FROM K-1 - NEW ENGLAND REALTY ASSOCIATES LP P 2018-01-01 2018-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 13,723     13,723
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       13,723
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 13,723
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 3,301,967 21,666,314 0.152401
2016 1,311,263 19,460,068 0.067382
2015 1,160,470 17,460,556 0.066462
2014 832,775 14,582,817 0.057107
2013 604,300 9,411,355 0.064210
2
Total of line 1, column (d) .....................
2
0.407562
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.081512
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
24,467,998
5
Multiply line 4 by line 3......................
5
1,994,435
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,140
7
Add lines 5 and 6........................
7
2,000,575
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,752,821
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 12,279
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 12,279
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,279
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 203
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 10,982
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAMESON BROWN Telephone no.bullet (617) 783-0039

    Located atbullet39 BRIGHTON AVEALLSTONMA ZIP+4bullet02134
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMESON BROWN TRUSTEE
    5.00     		16,000 0 0
    77 EXETER STREET APT 1002
    BOSTON,MA02116
    MAURA BROWN TRUSTEE
    1.00     		16,000 0 0
    39 BRIGHTON AVE
    ALLSTON,MA02134
    CARL VALERI TRUSTEE
    2.00     		0 0 0
    50 UDINE STREET
    ARLINGTON,MA02174
    ROBERT SOMMA TRUSTEE
    1.00     		0 0 0
    11 LOW STREET
    NEWBURY,MA01951
    FREDERICK LEBOW TRUSTEE
    1.00     		16,000 0 0
    71 COLCHESTER STREET
    BROOKLINE,MA02446
    HARLEY BROWN ALTERNATE TRUSTEE
    0.01     		16,800 0 0
    39 BRIGHTON AVE
    ALLSTON,MA02134
    RONALD BROWN TRUSTEE
    1.00     		18,000 0 0
    39 BRIGHTON AVE
    ALLSTON,MA02134
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,795,113
    b
    Average of monthly cash balances.......................
    1b
    11,674,664
    c
    Fair market value of all other assets (see instructions)................
    1c
    11,370,830
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,840,607
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    24,840,607
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    372,609
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,467,998
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,223,400
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,223,400
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    12,279
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    1,135
    c
    Add lines 2a and 2b............................
    2c
    13,414
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,209,986
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,209,986
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,209,986
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,752,821
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,752,821
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,752,821
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,209,986
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 135,996
    b From 2014...... 103,890
    c From 2015...... 287,478
    d From 2016...... 348,062
    e From 2017...... 2,233,117
    fTotal of lines 3a through e........ 3,108,543
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,752,821
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment0
    d Applied to 2018 distributable amount..... 1,209,986
    e Remaining amount distributed out of corpus 542,835
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,651,378
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		135,996
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		3,515,382
    10 Analysis of line 9:
    a Excess from 2014.... 103,890
    b Excess from 2015.... 287,478
    c Excess from 2016.... 348,062
    d Excess from 2017.... 2,233,117
    e Excess from 2018.... 542,835
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JAMESON BROWN
    39 BRIGHTON AVE
    ALLSTON,MA02134
    (617) 783-0039
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACTION FOR BOSTON COMMUNITY DEVELOPMENT INC
    178 TREMONT STREET
    BOSTON,MA02111     		N/A PC GENERAL 5,000
    ALLSTON BRIGHTON CDC
    20 LINDEN ST SUITE 288
    ALLSTON,MA02134     		N/A PC GENERAL 12,000
    ALLSTON BRIGHTON SUBSTANCE ABUSE TF
    20 LINDEN ST SUITE 288
    ALLSTON,MA02134     		N/A PC GENERAL 2,500
    ALLSTON VILLAGE MAIN STREET
    161 HARVARD AVE
    ALLSTON,MA02134     		N/A PC GENERAL 5,000
    ASIA COMMUNITY DEVELOPMENT CORPORATION
    38 OAK STREET
    BOSTON,MA02111     		N/A PC GENERAL 5,000
    BAY COVE ACADEMY
    156 LAWTON ST
    BROOKLINE,MA02446     		N/A PC GENERAL 5,000
    BAY COVE HUMAN SERVICES
    66 CANAL STREET
    BOSTON,MA02114     		N/A PC GENERAL 5,000
    BENSON-HENRY INSTITUTE FOR MIND BODY MEDICINE
    151 MERRIMAC ST
    BOSTON,MA02114     		N/A PC GENERAL 10,000
    BETH ISREAL DEACONESS HOSPITAL PLYMOUTH
    275 SANDWICH STREET
    PLYMOUTH,MA02360     		N/A PC GENERAL 1,000
    BOSTON DEBATE LEAGUE
    566 COLUMBUS AVE
    BOSTON,MA02118     		N/A PC GENERAL 10,000
    BOSTON HEALTHCARE FOR HOMELESS P
    780 ALBANY ST
    BOSTON,MA02118     		N/A PC GENERAL 5,000
    BOSTON MEDICAL CENTER
    ONE BOSTON MEDICAL CENTER PI
    BOSTON,MA02118     		N/A PC GENERAL 5,000
    BOSTON MIDSUMMER OPERA
    PO BOX 301 CHARLES STREET STATION
    BOSTON,MA02114     		N/A PC GENERAL 4,000
    BOSTON PHILHARMONIC ORCHESTRA
    295 HUNTINGTON AVE SUITE 210
    BOSTON,MA02116     		N/A PC GENERAL 15,000
    BOSTON WINTER BALL CORPORATION
    401 OCEAN ROAD
    NARRAGANSETT,RI02882     		N/A PC GENERAL 20,000
    BOSTON YOUTH SYMPHONY ORCHESTRA
    301 MASSACHUSETTES AVE
    BOSTON,MA02115     		N/A PC GENERAL 9,250
    BOYS AND GIRLS CLUB OF MIDDLESEX COUNTY
    119 WINDSOR ST 8
    CAMBRIDGE,MA02139     		N/A PC GENERAL 5,000
    BREAD & ROSES
    58 NEWBURY STREET
    LAWRENCE,MA01840     		N/A PC GENERAL 5,000
    BREAKTHROUGH GREATER BOSTON
    459 BROADWAY
    CAMBRIDGE,MA02138     		N/A PC GENERAL 5,000
    BRIDGE OVER TROUBLED WATERS INC
    68 WAVERLY ST
    BRIGHTON,MA02135     		N/A PC GENERAL 10,000
    BRIGHTON ALLSTON HISTORICAL SOCIETY
    BOX 35163
    BRIGHTON,MA02135     		N/A PC GENERAL 500
    BRIGHTON MAIN STREETS
    358 WASHINGTON ST
    BRIGHTON,MA02135     		N/A PC GENERAL 5,000
    BROOKLINE ARTS CENTER
    86 MONMOUTH STREET
    BROOKLINE,MA02446     		N/A PC GENERAL 15,000
    BROOKLINE COMMUNITY FOUNDATION
    40 WEBSTER PLACE
    BROOKLINE,MA02445     		N/A PC GENERAL 52,000
    BROOKLINE COMMUNITY MENTAL HEALTH CENTER
    41 GARRISON ROAD
    BROOKLINE,MA02445     		N/A PC GENERAL 30,000
    BROOKLINE FOOD PANTRY
    15 ST PAUL ST
    BROOKLINE,MA02446     		N/A PC GENERAL 25,000
    BROOKLINE HUB INC
    164 WASHINGTON STREET
    NEWTON,MA02458     		N/A PC GENERAL 10,000
    BROOKLINE MUSIC SCHOOL
    25 KENNARD ROAD
    BROOKLINE,MA02445     		N/A PC GENERAL 3,000
    BROOKLINE YOUTH FUND
    40 WEBSTER PLACE
    BROOKLINE,MA02445     		N/A PC GENERAL 2,350
    BUILD GREATER BOSTON
    6 BEACON STREET SUITE 415
    BOSTON,MA02108     		N/A PC GENERAL 20,000
    CARE DIMENSIONS
    75 SYLVAN ST STE B-102
    DANVERS,MA01923     		N/A PC GENERAL 15,000
    CAREER COLLABORATIVE INC
    77 SUMMER STREET 11TH FLOOR
    BOSTON,MA02110     		N/A PC GENERAL 25,000
    CARITAS COMMUNITIES
    25 BRAINTREE HILL PARK 206
    BRAINTREE,MA02184     		N/A PC GENERAL 10,000
    CENTER STREET FOOD PANTRY
    11 HOMER STREET
    NEWTON CENTER,MA02459     		N/A PC GENERAL 5,000
    CHAMELEO ARTS ENSEMBLE OF BOSTON
    6 ROCKY NOOK TERRACE
    JAMAICA PLAIN,MA02130     		N/A PC GENERAL 1,500
    CHARLES RIVER CONSERVANCY
    S3-3 43 THORNDIKE STREET
    CAMBRIDGE,MA02141     		N/A PC GENERAL 14,500
    CITIZENS SCHOOL
    308 CONGRESS STREET
    BOSTON,MA02210     		N/A PC GENERAL 15,000
    COMMUNITY ROWING
    20 NONANTUM ROAD
    BRIGHTON,MA02135     		N/A PC GENERAL 1,000
    COOLIDGE CORNER THEATRE
    290 HARVARD ST
    BROOKLINE,MA02446     		N/A PC GENERAL 5,000
    COOPERATIVE METROPOLITAN MINISTRIES
    474 CENTRE STREET
    NEWTON,MA02458     		N/A PC GENERAL 5,000
    CRADLES TO CRAYONS
    155 NORTH BEACON STREET
    BRIGHTON,MA02135     		N/A PC GENERAL 40,000
    CROSSROADS FOR KIDS
    119 MYRTLE STREET
    DUXBURY,MA02332     		N/A PC GENERAL 15,000
    DANA FARBER CANCER INSTITUTE
    450 BROOKLINE AVE
    BOSTON,MA02115     		N/A PC GENERAL 5,000
    DOC WAYNE
    418 COMMONWEALTH AVE
    BOSTON,MA02215     		N/A PC GENERAL 10,000
    EAST BOSTON SAVINGS BANK CHARITABLE FOUNDATION
    67 PROSPECT STREET
    PEABODY,MA01960     		N/A PC GENERAL 500
    EMERALD NECKLACE CONSERVANCY
    125 FENWAY
    BOSTON,MA02115     		N/A PC GENERAL 10,000
    ENGLISH FOR NEW BOSTONIANS
    105 CHAUNCY STREET
    BOSTON,MA02111     		N/A PC GENERAL 5,000
    ESPERANZA ACADEMY
    198 GARDEN STREET
    LAWRENCE,MA01840     		N/A PC GENERAL 20,000
    FALMOUTH DOG PARKS
    257 BRICK KILN RD
    EAST FALMOUTH,MA02536     		N/A PC GENERAL 1,000
    FAMILY NURTURING CENTER OF MASSACHUSETTS
    200 BOWDOIN ST
    DORCHESTER,MA02122     		N/A PC GENERAL 5,000
    FEDERATION FOR CHILDREN WITH SPECIAL NEEDS
    529 MAIN STREET SUITE 1M3
    BOSTON,MA02129     		N/A PC GENERAL 5,000
    FENWAY CIVIC ASSOCIATION
    BOX 230435
    BOSTON,MA02123     		N/A PC GENERAL 5,000
    FENWAY COMMUNITY DEVELOPMENT CORP
    70 BURBANK STREET
    BOSTON,MA02115     		N/A PC GENERAL 10,000
    FIDELITY HOUSE ARLINGTON
    25 MEDFORD STRET
    ARLINGTON,MA02474     		N/A PC GENERAL 15,000
    FIRST LITERACY
    160 BOYLSTON ST 2
    BOSTON,MA02116     		N/A PC GENERAL 5,000
    FIRST TEACHER
    221 BLUE HILL AVENUE
    ROXBURY,MA02119     		N/A PC GENERAL 5,000
    FRANCISCAN HOSPITAL FOR CHILDREN
    30 WARREN STREET
    BRIGHTON,MA02135     		N/A PC GENERAL 80,000
    FRANKLIN INSTITUTE OF TECHNOLOGY
    41 BERKELEY ST
    BOSTON,MA02116     		N/A PC GENERAL 35,000
    FREELANCE PLAYERS
    670 CENTRE STREET
    JAMAICA PLAIN,MA02130     		N/A PC GENERAL 5,000
    FULLER CRAFT MUSEUM
    455 OAK STREET
    BROCKTON,MA02301     		N/A PC GENERAL 7,500
    GARDNER PILOT ACADEMY
    30 ATHOL ST
    ALLSTON,MA02134     		N/A PC GENERAL 15,000
    GODDARD HOUSE ASSISTED LIVING
    165 CHESTNUT STREET
    BROOKLINE,MA02445     		N/A PC GENERAL 10,000
    GOLF FIGHTS CANCER
    300 ARNOLD PALMER BOULEVARD
    NORTON,MA02766     		N/A PC GENERAL 10,000
    GRANADA HOUSE
    70 ADAMSON STREET
    ALLSTON,MA02134     		N/A PC GENERAL 6,000
    HANDEL AND HAYDEN SOCIETY
    9 HARCOURT STREET
    BOSTON,MA02116     		N/A PC GENERAL 7,500
    HELPING HANDS MONKEY HELPERS
    557 CAMBRIDGE STREET
    ALLSTON,MA02134     		N/A PC GENERAL 3,000
    HMS MEDSCIENCE
    210 LONGWOOD AVE
    BOSTON,MA02115     		N/A PC GENERAL 5,000
    HOME BASE
    ONE CONSTITUTION WHARF SUITE 140
    CHARLESTOWN,MA02129     		N/A PC GENERAL 10,000
    HOME FOR LITTLE WANDERERS
    10 GUEST STREET
    BOSTON,MA02135     		N/A PC GENERAL 30,000
    HORACE MANN EDUCATIONAL ASSOCIATES
    8 FORGE PARK EAST
    FRANKLIN,MA02038     		N/A PC GENERAL 2,721
    HORIZONS FOR HOMELESS CHILDREN
    1705 COLUMBUS AVENUE
    ROXBURY,MA02119     		N/A PC GENERAL 20,000
    HOSPICE OF THE SOUTH SHORE
    30 RESERVOIR PARK DRIVE
    ROCKLAND,MA02370     		N/A PC GENERAL 1,000
    HOUSING FAMILIES
    919 EASTERN AVE
    MALDEN,MA02148     		N/A PC GENERAL 10,000
    JOHN H BARRY BOYS & GIRLS CLUB OF NEWTON
    675 WATERTOWN STREET
    NEWTON,MA02460     		N/A PC GENERAL 5,000
    JUNIOR ACHIEVEMENT NORTHERN NEW ENGLAND
    400 5TH AVE
    WALTHAM,MA02451     		N/A PC GENERAL 2,500
    KIDS CLOTHES CLUB INC
    120 CYPRESS STREET
    BROOKLINE,MA02445     		N/A PC GENERAL 25,000
    MAB COMMUNITY SERVICES
    200 IVY STREET
    BROOKLINE,MA02446     		N/A PC GENERAL 30,000
    MADISON PARK DEVELOPMENT CORPORATION
    184 DUDLEY STREET 102
    BOSTON,MA02119     		N/A PC GENERAL 5,000
    MASSACHUSETTS ADOPTION RESOURCE EXCHANGE
    19 NEEDHAM ST SUITE 206
    NEWTON HIGHLAND,MA02461     		N/A PC GENERAL 10,000
    MASSACHUSETTS COALITION FOR THE HOMELESS
    15 BUBIER ST
    LYNN,MA01901     		N/A PC GENERAL 10,000
    MASSACHUSETTS GENERAL HOSPITAL
    55 FRUIT STREET
    BOSTON,MA02114     		N/A PC GENERAL 50,000
    METROPOLITAN CHORALE
    PO BOX 1428
    BROOKLINE,MA02446     		N/A PC GENERAL 3,500
    MYSTIC RIVER WATERSHED ASSOCIATION
    20 ACADEMY ST 306
    ARLINGTON,MA02476     		N/A PC GENERAL 3,500
    NATIONAL TAY-SACHS & ALLIED DISEASES
    2001 BEACON STREET 204
    BRIGHTON,MA02135     		N/A PC GENERAL 5,000
    NEW ENGLAND BABTIST HOSPITAL
    125 PARKER HILL AVE
    BOSTON,MA02120     		N/A PC GENERAL 7,500
    NEW ENGLAND CONSERVATORY
    290 HUNTINGTON AVE
    BOSTON,MA02115     		N/A PC GENERAL 25,000
    NEWTON COMMUNITY SERVICE CENTER
    492 WALTHAM STREET
    WEST NEWTON,MA02465     		N/A PC GENERAL 5,000
    NORTHEASTERN UNIVERSITY
    360 HUNTINGTON AVE
    BOSTON,MA02115     		N/A PC GENERAL 20,000
    OAK SQUARE YMCA
    615 WASHINGTON ST
    BRIGHTON,MA02135     		N/A PC GENERAL 15,000
    OPERATION ABLE OF GREATER BOSTON
    174 PORTLAND STREET
    BOSTON,MA02114     		N/A PC GENERAL 5,000
    OPERATION WARM INC
    6 DICKINSON DR 314
    CHADDS FORD,PA19317     		N/A PC GENERAL 2,000
    PAN-MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494     		N/A PC GENERAL 8,500
    PERKINS SCHOOL FOR THE BLIND
    175 N BEACON ST
    WATERTOWN,MA02472     		N/A PC GENERAL 10,000
    PIERS PARK SAILING CENTER
    95 MARGINAL STREET
    BOSTON,MA02128     		N/A PC GENERAL 5,000
    PLAYWORKS NEW ENGLAND
    67 KEMBLE ST SUITE 36
    BOSTON,MA02119     		N/A PC GENERAL 5,000
    PRESENTATION SCHOOL INC
    634 WASHINGTON STREET
    BRIGHTON,MA02135     		N/A PC GENERAL 30,000
    PROGRAMS FOR PEOPLE
    98 LINCOLN ST
    FRAMINGHAM,MA01702     		N/A PC GENERAL 15,000
    PROJECT PLACE
    1145 WASHINGTON STREET SUITE 2
    BOSTON,MA02118     		N/A PC GENERAL 7,500
    PROSPECT HILL ACADEMY
    50 ESSEX STREET
    CAMBRIDGE,MA02139     		N/A PC GENERAL 5,000
    RAISING A READER MASSACHUSETTS
    3 SCHOOL STREET
    BOSTON,MA02108     		N/A PC GENERAL 5,000
    ROGERSON HOUSE
    1 FLORENCE STREET
    ROSLINDALE,MA02131     		N/A PC GENERAL 15,000
    ROOM TO GROW NATIONAL INC
    142 BERKELEY STREET
    BOSTON,MA02116     		N/A PC GENERAL 10,000
    SCIENCE FROM SCIENTISTS
    1 DEANGELO DRIVE
    BEDFORD,MA01730     		N/A PC GENERAL 5,000
    SCITUATE LIBRARY FOUNDATION
    85 BRANCH STREET
    SCITUATE,MA02066     		N/A PC GENERAL 20,000
    SOCIAL CAPITAL INC
    165 NEW BOSTON ST
    WOBURN,MA01801     		N/A PC GENERAL 5,000
    ST COLUMBKILLE PARTNERSHIP SCHOOL
    25 ARLINGTON ST
    BRIGHTON,MA02135     		N/A PC GENERAL 10,000
    ST FRANCIS HOUSE
    39 BOYLSTON STREET
    BOSTON,MA02116     		N/A PC GENERAL 10,000
    ST PAUL'S CHOIR SCHOOL
    29 MT AUBURN STREET
    CAMBRIDGE,MA02138     		N/A PC GENERAL 2,500
    STEPS TO SUCCESS
    24 WEBSTER PL
    BROOKLINE,MA02445     		N/A PC GENERAL 20,000
    SUPPORTIVE LIVING
    17 WARREN AVE
    WOBURN,MA01801     		N/A PC GENERAL 7,500
    TEACH FOR AMERICA
    60 CANAL STREET
    BOSTON,MA02114     		N/A PC GENERAL 5,000
    THE BOSTON BALLET
    19 CLARENDON ST
    BOSTON,MA02116     		  PC GENERAL 5,000
    THE BOSTON FOUNDATION
    75 ARLINGTON STREET 10TH FLOOR
    BOSTON,MA02116     		N/A PC GENERAL 20,000
    THE CAROLL FOR THE BLIND
    770 CENTRE ST
    NEWTON,MA02458     		N/A PC GENERAL 20,000
    THE CHILDREN'S MUSEUM EASTON
    9 SULLIVAN AVE
    NORTH EASTON,MA02356     		N/A PC GENERAL 5,000
    THE FUND FOR PARKS AND RECREATION
    1010 MASSACHUSETTS AVE 3
    BOSTON,MA02118     		N/A PC GENERAL 10,000
    THE NEXT STEP FUND
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139     		N/A PC GENERAL 10,000
    URBAN COLLEGE OF BOSTON
    178 TREMONT STREET
    BOSTON,MA02116     		N/A PC GENERAL 30,000
    VICTORY PROGRAMS
    965 MASSACHUSETTS AVENUE
    BOSTON,MA02118     		N/A PC GENERAL 5,000
    VISIONS INC
    1452 DORCHESTER AVE
    DORCHESTER,MA02122     		N/A PC GENERAL 5,000
    WALKER INC
    1968 CENTRAL AVENUE
    NEEDHAM,MA02492     		N/A PC GENERAL 5,000
    WATERWORKS MUSEUM
    2450 BEACON STREET
    CHESNUT HILL,MA02467     		N/A PC GENERAL 10,000
    WEST END HOUSE
    105 ALLSTON STREET
    ALLSTON,MA02134     		N/A PC GENERAL 350,000
    WHITTIER STREET HEALTH CENTER COMMITTEE
    1290 TREMONT ST
    ROXBURY,MA02120     		N/A PC GENERAL 5,000
    YEAR UP GREATER BOSTON
    45 MILK ST
    BOSTON,MA02109     		N/A PC GENERAL 25,000
    Total .................................bullet 3a 1,752,821
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 153,731  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 900099 11,583 16 434,935  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900099 13,723      
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		900099     0  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 25,306 588,666 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    613,972
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE HAMILTON COMPANY CHARITABLE
    FOUNDATION
    Employer identification number

    27-7018900
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE HAMILTON COMPANY CHARITABLE
    FOUNDATION         		Employer identification number
    27-7018900
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    THE HAROLD BROWN CHARITABLE LEAD & ANNUITY TRUST
     
    39 BRIGHTON AVE
     
    ALLSTON, MA02134

    		$ 4,485,035


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE HAMILTON COMPANY CHARITABLE
    FOUNDATION         		Employer identification number

    27-7018900
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE HAMILTON COMPANY CHARITABLE
    FOUNDATION         		Employer identification number

    27-7018900
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 DistributionFromCorpusElection
    Name:
    THE HAMILTON COMPANY CHARITABLE
     
    FOUNDATION
    EIN:
    27-7018900
    Election:
    TAXPAYER HEREBY ELECTS UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT THE REMAINING QUALIFING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUS

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE HAMILTON COMPANY CHARITABLE
     
    FOUNDATION
    EIN:
    27-7018900
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT - MORGAN STANLEY AT COST 1,231,587 1,231,587

    TY 2018 OtherDecreasesSchedule
    Name:
    THE HAMILTON COMPANY CHARITABLE
     
    FOUNDATION
    EIN:
    27-7018900
    Description Amount
    UNREALIZED GAINS / LOSSES 417,600
    PROVISION FOR FEDERAL TAXES 13,414


    TY 2018 OtherExpensesSchedule
    Name:
    THE HAMILTON COMPANY CHARITABLE
     
    FOUNDATION
    EIN:
    27-7018900
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 195 0   0
    PROFESSIONAL FEES 5,710 0   0
    OFFICE EXPENSE 284 0   0
    GOODS & SERVICES 3,400 0   0
    MANAGMENT FEES 44,688 44,688   0
    INSURANCE 13,033 13,033   0
    CLEANING 3,321 3,321   0
    REPAIRS AND MAINTENANCE 79,222 79,222   0
    UTILITIES 41,459 41,459   0
    ADMINISTRATION 3,124 3,124   0
    MISC EXPENSES 7,362 7,362   0
    INVESTMENT INTEREST EXPENSE 5,888 5,888   0
    AMORTIZATION 167 167   0


    TY 2018 OtherIncreasesSchedule
    Name:
    THE HAMILTON COMPANY CHARITABLE
     
    FOUNDATION
    EIN:
    27-7018900
    Description Amount
    OTHER CHANGES IN NET ASSETS/FUND BALANCE 11,622
    ROUNDING 1


    TY 2018 SubstantialContributorsSch
    Name:
    THE HAMILTON COMPANY CHARITABLE
     
    FOUNDATION
    EIN:
    27-7018900
    Name Address
    JAMESON BROWN 39 BRIGHTON AVE
    ALLSTON,MA02134


    TY 2018 TaxesSchedule
    Name:
    THE HAMILTON COMPANY CHARITABLE
     
    FOUNDATION
    EIN:
    27-7018900
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 1,000 1,000   0
    OTHER TAXES 76,665 76,665   0
    PROVISION FOR STATE INCOME TAXES 0 0   0