Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$82,531,871J 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) 4,448,595
2 Check right arrow.............
3 Interest on savings and temporary cash investments 307,998 307,998  
4 Dividends and interest from securities... 1,006,404 1,006,404  
5a Gross rents............ 3,167,583 3,167,583  
b Net rental income or (loss) 1,614,261
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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........ 8,930,580 4,481,985  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 125,000 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............... 4,216 4,216   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
370,206 369,133   0
19 Depreciation (attach schedule) and depletion... 651,071 651,071  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
567,273 528,902   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,717,766 1,553,322   0
25 Contributions, gifts, grants paid....... 3,921,174 3,921,174
26 Total expenses and disbursements. Add lines 24 and 25 5,638,940 1,553,322   3,921,174
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,291,640
b Net investment income (if negative, enter -0-) 2,928,663
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 7,302,584 4,507,609 4,507,609
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
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 right arrow27,376,486
Less: accumulated depreciation (attach schedule) right arrow4,588,838 22,321,793 22,787,648 24,346,445
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 38,881,969 Click to see attachment
List of Attached Documents:
// Content
38,416,296 		53,677,817
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 68,506,346 65,711,553 82,531,871
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 68,506,346 65,711,553
29 Total net assets or fund balances (see instructions)..... 68,506,346 65,711,553
30 Total liabilities and net assets/fund balances (see instructions). 68,506,346 65,711,553
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
68,506,346
2
Enter amount from Part I, line 27a .....................
2
3,291,640
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
71,797,986
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
6,086,433
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
65,711,553
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1a
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
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
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  
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
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 40,708
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 40,708
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 40,708
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,453
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,453
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 314
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 10,569
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowJAMESON BROWN Telephone no.right arrow (617) 783-0039

Located atright arrow39 BRIGHTON AVEALLSTONMA ZIP+4right arrow02134
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
1.00 		20,000 0 0
77 EXETER STREET APT 1002
BOSTON,MA02116
MAURA BROWN TRUSTEE
1.00 		20,000 0 0
39 BRIGHTON AVE
ALLSTON,MA02134
FREDERICK LEBOW TRUSTEE
1.00 		20,000 0 0
71 COLCHESTER STREET
BROOKLINE,MA02446
HARLEY BROWN TRUSTEE
1.00 		20,000 0 0
39 BRIGHTON AVE
ALLSTON,MA02134
RONALD BROWN TRUSTEE
1.00 		25,000 0 0
39 BRIGHTON AVE
ALLSTON,MA02134
ANDREA KOZINETZ TRUSTEE
1.00 		20,000 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
29,033,114
b
Average of monthly cash balances.......................
1b
3,327,859
c
Fair market value of all other assets (see instructions)................
1c
44,437,669
d
Total (add lines 1a, b, and c).........................
1d
76,798,642
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
76,798,642
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,151,980
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
75,646,662
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,782,333
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,782,333
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
40,708
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
72,892
c
Add lines 2a and 2b............................
2c
113,600
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,668,733
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,668,733
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 XII, line 1 ...
7
3,668,733
Part XI
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
3,921,174
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
3,921,174
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,668,733
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 542,835
b From 2019...... 324,847
c From 2020...... 2,213
d From 2021...... 438,227
e From 2022......  
f Total of lines 3a through e ........ 1,308,122
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,921,174
a Applied to 2022, 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 attachment
List of Attached Documents:
// Content
0
d Applied to 2023 distributable amount..... 3,668,733
e Remaining amount distributed out of corpus 252,441
5 Excess distributions carryover applied to 2023. 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 1,560,563
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		542,835
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,017,728
10 Analysis of line 9:
a Excess from 2019.... 324,847
b Excess from 2020.... 2,213
c Excess from 2021.... 438,227
d Excess from 2022....  
e Excess from 2023.... 252,441
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

2LIFE COMMUNITIES

30 WALLINGFORD RD
BRIGHTON,MA02135 		N/A PC GENERAL 300,000

2ND ACT INC

PO BOX 51352
BOSTON,MA02205 		N/A PC GENERAL 5,000

826 BOSTON

30335 WASHINGTON STREET
ROXBURY,MA02119 		N/A PC GENERAL 5,000

ACTORS SHAKESPEARE PROJECT

442 BUNKER HILL STREET
CHARLESTOWN,MA02129 		N/A PC GENERAL 10,000

ALLSTON BRIGHTON CDC

20 LINDEN ST SUITE 288
ALLSTON,MA02134 		N/A PC GENERAL 20,000

ALLSTON BRIGHTON HEALTH COLLABORATION

20 LINDEN ST SUITE 288
ALLSTON,MA02134 		N/A PC GENERAL 10,000

ALLSTON BRIGHTON PARADE COMMITTEE

151 BRIGHTON AVENUE
ALLSTON,MA02134 		N/A PC GENERAL 1,000

ALLSTON VILLAGE MAIN STREET

161 HARVARD AVE
ALLSTON,MA02134 		N/A PC GENERAL 15,000

ALZHEIMER'S ASSOCIATION

320 NEVADA STREET
NEWTON,MA02460 		N/A PC GENERAL 100

AMERICAN SCORES NEW ENGLAND

284 AMORY STREET
JAMAICA PLAIN,MA02130 		N/A PC GENERAL 10,000

ARTISTS FOR HUMANITY

100 W 2ND ST
BOSTON,MA02127 		N/A PC GENERAL 15,000

BAY COVE HUMAN SERVICES

66 CANAL STREET
BOSTON,MA02114 		N/A PC GENERAL 20,000

BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY

41 BERKELEY ST
BOSTON,MA02116 		N/A PC GENERAL 325,000

BENTLEY UNIVERSITY

175 FOREST STREET
WALTHAM,MA02452 		N/A PC GENERAL 100

BIG BROTHER BIG SISTER OF MASS BAY

75 FEDERL STREET
BOSTON,MA02110 		N/A PC GENERAL 30,000

BOSTON AREA GLEANERS

91 MARTIN STREET
ACTON,MA01720 		N/A PC GENERAL 10,000

BOSTON BALLET

153 NEEDHAM STREET
NEWTON,MA02464 		N/A PC GENERAL 5,000

BOSTON CENTER - YOUTH & FAMILIES

1483 TREMONT STREET
ROXBURY CROSSING,MA02120 		N/A PC GENERAL 2,500

BOSTON CHILDREN'S CHORUS

33 ARCH STREET
BOSTON,MA02110 		N/A PC GENERAL 5,000

BOSTON CHILDREN'S HOSPITAL TRUST

401 PARK DRIVE SUITE 602
BOSTON,MA02115 		N/A PC GENERAL 10,100

BOSTON CHINATOWN NEIGHBORHOOD CTR

885 WASHINGTON ST
BOSTON,MA02111 		N/A PC GENERAL 5,000

BOSTON DEBATE LEAGUE

566 COLUMBUS AVE
BOSTON,MA02118 		N/A PC GENERAL 10,000

BOSTON LYRIC OPERA

15 CHANNEL CENTER ST
BOSTON,MA02210 		N/A PC GENERAL 15,000

BOSTON MEDICAL CENTER

ONE BOSTON MEDICAL CENTER PI
BOSTON,MA02118 		N/A PC GENERAL 7,500

BOSTON PARTNERS IN EDUCATION

192 SOUTH STREET
BOSTON,MA02111 		N/A PC GENERAL 5,000

BOSTON PHILHARMONIC ORCHESTRA

295 HUNTINGTON AVE SUITE 210
BOSTON,MA02116 		N/A PC GENERAL 15,000

BOSTON PREPARATORY CHARTER PUBLIC SCHOOL

885 RIVER ST
BOSTON,MA02136 		N/A PC GENERAL 10,000

BOSTON STRING ACAMDEMY

249 HARRISON AVE
BOSTON,MA02111 		N/A PC GENERAL 7,500

BOSTON WINTER BALL CORPORATION

401 OCEAN ROAD
NARRAGANSETT,RI02882 		N/A PC GENERAL 25,000

BOSTON YOUTH SYMPHONY ORCHESTRA

301 MASSACHUSETTES AVE
BOSTON,MA02115 		N/A PC GENERAL 5,000

BREAD OF LIFE

54 EASTERN AVE
MALDEN,MA02148 		N/A PC GENERAL 5,000

BREAD & ROSES

58 NEWBURY STREET
LAWRENCE,MA01840 		N/A PC GENERAL 10,500

BREAKTHROUGH GREATER BOSTON

459 BROADWAY
CAMBRIDGE,MA02138 		N/A PC GENERAL 10,000

BRIDGE OVER TROUBLED WATERS INC

68 WAVERLY ST
BRIGHTON,MA02135 		N/A PC GENERAL 10,000

BRIGHAM AND WOMEN'S HOSPITAL

75 FRANCIS STREET
BOSTON,MA02115 		N/A PC GENERAL 10,000

BRIGHTON ALLSTON HISTORICAL SOCIETY

BOX 35163
BRIGHTON,MA02135 		N/A PC GENERAL 228

BROOKLINE COMMUNITY FOUNDATION

40 WEBSTER PLACE
BROOKLINE,MA02445 		N/A PC GENERAL 50,000

BROOKLINE COMMUNITY MENTAL HEALTH CENTER

41 GARRISON ROAD
BROOKLINE,MA02445 		N/A PC GENERAL 175,000

BROOKLINE FOOD PANTRY

15 ST PAUL ST
BROOKLINE,MA02446 		N/A PC GENERAL 35,000

BROOKLINE HUB INC

164 WASHINGTON STREET
NEWTON,MA02458 		N/A PC GENERAL 5,000

BROOKLINE MUSIC SCHOOL

25 KENNARD ROAD
BROOKLINE,MA02445 		N/A PC GENERAL 5,000

BROOKLINE YOUTH FUND

40 WEBSTER PLACE
BROOKLINE,MA02445 		N/A PC GENERAL 12,000

BUILD GREATER BOSTON

6 BEACON STREET SUITE 415
BOSTON,MA02108 		N/A PC GENERAL 25,000

CAMBRIDGE CAMPING ASSOCIATION

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		N/A PC GENERAL 5,000

CAMBRIDGE COLLEGE

500 RUTHERFORD AVE
BOSTON,MA02129 		N/A PC GENERAL 10,000

CARE DIMENSIONS INC

75 SYLVAN ST STE B-102
DANVERS,MA01923 		N/A PC GENERAL 25,000

CARROL CENTER FOR THE BLIND

770 CENTRE STREET
NEWTON,MA02458 		N/A PC GENERAL 35,000

CATHEDRAL HIGH SCHOOL

74 UN PK STREET
BOSTON,MA02118 		N/A PC GENERAL 5,000

CATIE'S CLOSET

63 SPRAGUE STREET
HYDE PARK,MA02136 		N/A PC GENERAL 10,000

CELEBRITY SERIES OF BOSTON

20 PARK PLAZA 1032
BOSTON,MA02116 		N/A PC GENERAL 5,000

CENTRE STREET FOOD PANTRY

11 HOMER STREET
NEWTON CENTER,MA02459 		N/A PC GENERAL 15,995

CHAMELEON ARTS ENSEMBLE OF BOSTON

6 ROCKY NOOK TERRACE
JAIMAICA PLAIN,MA02130 		N/A PC GENERAL 2,000

CHARLES RIVER ASSOCIATES

200 CLARENDON STREET
BOSTON,MA02116 		N/A PC GENERAL 6,000

CHARLES RIVER CONSERVANCY

S3-3 43 THORNDIKE STREET
CAMBRIDGE,MA02141 		N/A PC GENERAL 5,000

CHILDRENS ONCOLOGY SERVICES OF MASSACHUSETTS

229 KENT STREET
BROOKLINE,MA02446 		N/A PC GENERAL 30,000

CHILDREN'S SERVICES OF ROXBURY

504 DUBLEY STREET
ROXBURY,MA02119 		N/A PC GENERAL 10,000

CITIZENS SCHOOL

308 CONGRESS STREET
BOSTON,MA02210 		N/A PC GENERAL 15,000

CITY KIDS INC

5669 N NORTHWEST HIGHWAY
CHICAGO,IL60646 		N/A PC GENERAL 10,000

CLARKE SCHOOL FOR HEARING AND SPEECH

1 WHITMAN ROAD
CANTON,MA02021 		N/A PC GENERAL 10,000

COMMUNITY ROWING

20 NONANTUM ROAD
BRIGHTON,MA02135 		N/A PC GENERAL 7,500

CONSERVATORY LAB CHARTER SCHOOL FOUNDA

395 COLUMBIA ROAD
BOSTON,MA02125 		N/A PC GENERAL 5,000

COOLIDGE CORNER THEATRE

290 HARVARD ST
BROOKLINE,MA02446 		N/A PC GENERAL 50,000

COOPERATIVE METROPOLITAN MINISTRIES

474 CENTRE STREET
NEWTON,MA02458 		N/A PC GENERAL 7,500

CRADLES TO CRAYONS

155 NORTH BEACON STREET
BRIGHTON,MA02135 		N/A PC GENERAL 50,000

CROSSROADS FOR KIDS

119 MYRTLE STREET
DUXBURY,MA02332 		N/A PC GENERAL 15,000

DISCOVERY SCHOOLHOUSE

101 BLUE HILLS
MILTON,MA02186 		N/A PC GENERAL 5,000

DOC WAYNE

418 COMMONWEALTH AVE
BOSTON,MA02215 		N/A PC GENERAL 20,000

DREAMFAR HIGH SCHOOL MARATHON

27 SCOTNEY ROAD
CHESTNUT HILL,MA02467 		N/A PC GENERAL 10,000

EASTIE FARM

6 CHELSEA TERRACE
BOSTON,MA02128 		N/A PC GENERAL 5,000

EASTON CHILDREN'S MUSEUM

9 SULLIVAN AVE
NORTH EASTON,MA02356 		N/A PC GENERAL 5,000

EASTERSEALS MASSACHUSETTS

18 CHESTNUT STREET SUITE 200
WORCESTER,MA01608 		N/A PC GENERAL 5,000

ELLIE FUND FOR BREAST CANCER

200 RESERVOIR ST
NEEDHAM,MA02494 		N/A PC GENERAL 10,000

ELLIS EARLY LEARNING

58 BERKELEY ST
BOSTON,MA02116 		N/A PC GENERAL 5,000

EMERALD NECKLACE CONSERVANCY

125 FENWAY
BOSTON,MA02115 		N/A PC GENERAL 20,000

ENGLISH FOR NEW BOSTONIANS

105 CHAUNCY STREET
BOSTON,MA02111 		N/A PC GENERAL 25,000

ESAC OF BOSTON

434 JAMAICA WAY
BOSTON,MA02130 		N/A PC GENERAL 5,000

ESPERANZA ACADEMY

198 GARDEN STREET
LAWRENCE,MA01840 		N/A PC GENERAL 25,000

EVERGREEN DAY SCHOOL

795 CONCORD AVE
CAMBRIDGE,MA02138 		N/A PC GENERAL 17,500

FAMILY ACCESS OF NEWTON

492 WALTHAM STREET
NEWTON,MA02465 		N/A PC GENERAL 10,000

FAMILIES FIRST PARENTING PROGRAMS

9 GALEN ST
WATERTOWN,MA02472 		N/A PC GENERAL 10,000

FAMILY NURTURING CENTER OF MASSACHUSETTS

200 BOWDOIN ST
DORCHESTER,MA02122 		N/A PC GENERAL 20,000

FARRINGTON MEMORIAL NATURE

291 CAMBRIDGE TPKE
LINCOLN,MA01773 		N/A PC GENERAL 7,500

FEDERATION FOR CHILDREN WITH SPECIAL NEEDS

529 MAIN STREET SUITE 1M3
BOSTON,MA02129 		N/A PC GENERAL 20,000

FENWAY COMMUNITY DEVELOPMENT CORP

70 BURBANK STREET
BOSTON,MA02115 		N/A PC GENERAL 15,000

FENWAY HEALTH

1340 BOYSTON ST
BOSTON,MA02215 		N/A PC GENERAL 10,000

FIRST LITERACY INC

160 BOYLSTON ST 2
BOSTON,MA02116 		N/A PC GENERAL 17,500

FOLLOW YOUR ARTS COMMUNITY STUDIOS

647 MAIN ST
MELROSE,MA02176 		N/A PC GENERAL 7,500

FRANCIS QUIMET SCHOOL

300 ARNOLD PALMER BOULEVARD
NORTON,MA02766 		N/A PC GENERAL 100

FRANCISCAN HOSPITAL FOR CHILDREN

30 WARREN STREET
BRIGHTON,MA02135 		N/A PC GENERAL 100,000

FRIENDS OF MIDDLESEX FELLS RESERVAT

235 W FOSTER ST
MELROSE,MA02176 		N/A PC GENERAL 7,500

FRIENDS OF WALTHAM FAMILY SCHOOL

510 MOODY STREET
WALTHAM,MA02453 		N/A PC GENERAL 5,000

FRIENDSHIPWORKS

105 CHAUNCY ST
BOSTON,MA02111 		N/A PC GENERAL 10,000

FULLER CRAFT MUSEUM

455 OAK STREET
BROCKTON,MA02301 		N/A PC GENERAL 20,000

FUNDS FOR THE NEEDY - ST BONAVENTURE

PO BOX 36
HYANNIS,MA02601 		N/A PC GENERAL 1,000

GATEWAY ARTS

62 HAVARD ST
BROOKLINE,MA02445 		N/A PC GENERAL 5,000

GIRLS INC OF BOSTON AND LYNN

50 HIGH STREET
LYNN,MA01901 		N/A PC GENERAL 10,000

GODDARD HOUSE ASSISTED LIVING

165 CHESTNUT STREET
BROOKLINE,MA02445 		N/A PC GENERAL 15,000

GOLF FIGHTS CANCER

300 ARNOLD PALMER BOULEVARD
NORTON,MA02766 		N/A PC GENERAL 10,000

HANDEL AND HAYDEN SOCIETY

9 HARCOURT STREET
BOSTON,MA02116 		N/A PC GENERAL 10,000

HARVARD STREET NEIGHBORHOOD HEALTH CTR

632 BLUE HILL AVE
DORCHESTER,MA02121 		N/A PC GENERAL 10,000

HEBREW SENIOR LIFE

1200 CENTRE STREET
BOSTON,MA02131 		N/A PC GENERAL 300,000

HELPING HANDS MONKEY HELPERS

541 CAMBRIDGE ST
ALLSTON,MA02134 		N/A PC GENERAL 10,000

HOME FOR LITTLE WANDERERS

10 GUEST STREET
BOSTON,MA02135 		N/A PC GENERAL 40,000

HOPE & COMFORT

33 4TH AVE
NEEDHAM,MA02494 		N/A PC GENERAL 5,000

HORIZONS FOR HOMELESS CHILDREN

1705 COLUMBUS AVENUE
ROXBURY,MA02119 		N/A PC GENERAL 20,000

HOSPITALITY HOMES

PO BOX 15265
BOSTON,MA02215 		N/A PC GENERAL 25,000

HOUSING FAMILIES

919 EASTERN AVE
MALDEN,MA02148 		N/A PC GENERAL 20,000

HYDE SQUAE TASK FORCE

30 SUNNYSIDE ST
BOSTON,MA02130 		N/A PC GENERAL 7,500

ISABELLA STUART GARDNER MUSEUM

25 EVANS WAY
BOSTON,MA02115 		N/A PC GENERAL 10,000

ITALIAN HOME FOR CHILDREN

1125 CENTRE ST
JAIMAICA PLAIN,MA02130 		N/A PC GENERAL 10,000

JEREMIAH PROGRAM BOSTON

130 WARREN ST
BOSTON,MA02119 		N/A PC GENERAL 20,000

JEWISH FAMILY SERVICE

1430 MAIN STREET
WALTHAM,MA02451 		N/A PC GENERAL 5,000

LAZARUS HOUSE

412 HAMPSHIRE ST
LAWRENCE,MA01841 		N/A PC GENERAL 10,000

LEARN LIVE LOVE CANCER OUTREACH

PO BOX 292
SCITUATE,MA02066 		N/A PC GENERAL 15,000

LOVELANE

40 BAKER BRIDGE RD
LINCOLN,MA01773 		N/A PC GENERAL 5,000

LOWELL COMMUNITY CHARTER PUBLIC SCHOOL

206 JACKSON ST
LOWELL,MA01852 		N/A PC GENERAL 5,000

LYRIC STAGE COMPANY OF BOSTON

140 CLARENDON ST
BOSTON,MA02116 		N/A PC GENERAL 7,500

MAB COMMUNITY SERVICES

200 IVY STREET
BROOKLINE,MA02446 		N/A PC GENERAL 45,000

MASSACHUSETTS ADOPTION RESOURCE EXCHANGE

19 NEEDHAM ST SUITE 206
NEWTON HIGHLAND,MA02461 		N/A PC GENERAL 15,000

MASSACHUSETTS COALITION FOR THE HOMELESS

15 BUBIER ST
LYNN,MA01901 		N/A PC GENERAL 10,000

MASSACHUSETTS EYE AND EAR

243 CHARLES STREET
BOSTON,MA02114 		N/A PC GENERAL 10,000

MASSACHUSETTS GENERAL HOSPITAL

55 FRUIT STREET
BOSTON,MA02114 		N/A PC GENERAL 50,000

MASSACHUSETTS YOUTH LEADERSHIP FOUND

PO BOX 394
WESTWOOD,MA02090 		N/A PC GENERAL 2,500

MIND MATTERS BOSTON

53 STATE ST
BOSTON,MA02109 		N/A PC GENERAL 5,000

MISTRAL MUSIC INC

PO BOX 5075
ANDOVER,MA01810 		N/A PC GENERAL 15,000

MORE THAN WORDS

242 E BERKELEY ST
BOSTON,MA02118 		N/A PC GENERAL 10,000

MOUNT AUBURN HOSPITAL

330 MOUNT AUBURN STREET
NEWTONVILLE,MA02138 		N/A PC GENERAL 5,000

MSPCA- ANGELL

350 S HUNTINGTON AVE
BOSTON,MA02130 		N/A PC GENERAL 10,000

MYSTIC RIVER WATERSHED ASSOCIATION

20 ACADEMY ST 306
ARLINGTON,MA02476 		N/A PC GENERAL 4,500

MYSTIC VALLEY YMCA

99 DARTMOUTH ST
MALDEN,MA02148 		N/A PC GENERAL 5,000

NATIONAL BRAILLE PRESS

88 ST STEPHEN ST
BOSTON,MA02115 		N/A PC GENERAL 7,500

NATIONAL BRAIN TUMOR SOCIETY

55 CHAPEL STREET
NEWTON,MA02458 		N/A PC GENERAL 10,000

NATIONAL TAY-SACHS & ALLIED DISEASES

2001 BEACON STREET 204
BRIGHTON,MA02135 		N/A PC GENERAL 15,000

NATIVITY PREPARATORY SCHOOL

39 LAMARTINE ST
JAIMAICA PLAIN,MA02130 		N/A PC GENERAL 20,000

NEIGHBORHOOD COUNSELING AND COMM

1601 WASHINGTON STREET
BOSTON,MA02118 		N/A PC GENERAL 5,000

NEW ENGLAND BAPTIST HOSPITAL

125 PARKER HILL AVE
BOSTON,MA02120 		N/A PC GENERAL 10,000

NEW ENGLAND CONSERVATORY

290 HUNTINGTON AVE
BOSTON,MA02115 		N/A PC GENERAL 30,000

NEWTON ATHLETES UNLIMITED

PO BOX 66163
NEWTON,MA02466 		N/A PC GENERAL 5,000

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 15,000

NORWELL VISITING NURSE ASSOCIATION

120 LONGWATER DRIVE
NORWELL,MA02061 		N/A PC GENERAL 15,000

OAK SQUARE YMCA

615 WASHINGTON ST
BRIGHTON,MA02135 		N/A PC GENERAL 25,000

OLD NORTH FOUNDATION

193 SALEM ST
BOSTON,MA02113 		N/A PC GENERAL 15,000

ONE CAN HELP

PO BOX 55
NEWTON,MA02468 		N/A PC GENERAL 10,000

ONE MISSION

PO BOX 495
WESTBOROUGH,MA01581 		N/A PC GENERAL 5,000

OPERATION ABLE OF GREATER BOSTON

174 PORTLAND STREET
BOSTON,MA02114 		N/A PC GENERAL 7,500

OPERATION WARM INC

6 DICKINSON DR 314
CHADDS FORD,PA19317 		N/A PC GENERAL 10,000

PANCREATIC CANCER ASSOCIATION

75 FRANCIS STREET
BOSTON,MA02115 		N/A PC GENERAL 100

PERKINS SCHOOL FOR THE BLIND

175 N BEACON ST
WATERTOWN,MA02472 		N/A PC GENERAL 15,000

PIERS PARK SAILING CENTER

95 MARGINAL STREET
BOSTON,MA02128 		N/A PC GENERAL 10,000

PLAYWORKS NEW ENGLAND

67 KEMBLE ST SUITE 36
BOSTON,MA02119 		N/A PC GENERAL 10,000

PMC JIMMY FUND

10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE,MA02445 		N/A PC GENERAL 6,250

PRESENTATION SCHOOL INC

634 WASHINGTON STREET
BRIGHTON,MA02135 		N/A PC GENERAL 31,000

PROGRAMS FOR PEOPLE

98 LINCOLN ST
FRAMINGHAM,MA01702 		N/A PC GENERAL 15,000

PROJECT SMILE INC

PO BOX 336
HOPEDALE,MA01747 		N/A PC GENERAL 15,000

PROJECT STEP

301 MASSACHUSETTS AVE
BOSTON,MA02115 		N/A PC GENERAL 10,000

PROSPECT HILL ACADEMY

50 ESSEX STREET
CAMBRIDGE,MA02139 		N/A PC GENERAL 5,000

PUPPET SHOWPLACE THEATRE

32 STATION ST
BROOKLINE,MA02445 		N/A PC GENERAL 10,000

RAISING A READER MASSACHUSETTS

3 SCHOOL STREET
BOSTON,MA02108 		N/A PC GENERAL 10,000

RAW ART WORKS

37 CENTRAL SQUARE
LYNN,MA01901 		N/A PC GENERAL 10,000

REACH OUT AND READ

89 SOUTH STREET SUITE 201
BOSTON,MA02111 		N/A PC GENERAL 5,000

READ TO A CHILD

20 WILLIAM ST G25
WELLESLEY,MA02481 		N/A PC GENERAL 5,000

REHEARSAL FOR LIFE

670 CENTRE STRE SUITE 8
JAIMAICA PLAIN,MA02130 		N/A PC GENERAL 10,000

REVOLUTIONARY SPACES

310 WASHINGTON STREET
BOSTON,MA02108 		N/A PC GENERAL 15,601

RODMAN FOR KIDS

10 LINCOLN ROAD
FOXBOROUGH,MA02035 		N/A PC GENERAL 5,000

ROGERSON COMMUNITIES

1 FLORENCE STREET
ROSLINDALE,MA02131 		N/A PC GENERAL 25,000

ROOM TO GROW NATIONAL INC

142 BERKELEY STREET
BOSTON,MA02116 		N/A PC GENERAL 20,000

ROSIE'S PLACE

889 HARRISON AVE
BOSTON,MA02118 		N/A PC GENERAL 2,000

SAIL TO PREVAIL

60 FORT ADAMS DR
NEWTON,MA02840 		N/A PC GENERAL 5,000

SCIENCE FROM SCIENTISTS

1 DEANGELO DRIVE
BEDFORD,MA01730 		N/A PC GENERAL 10,000

SCITUATE COMMUNITY CHRISTMAS

125 MANN LOT RD
SCITUATE,MA02066 		N/A PC GENERAL 5,000

SHERRILL HOUSE

135 S HUNTINGTON AVE
JAMAICA PLAIN,MA02130 		N/A PC GENERAL 100,000

SHRINERS HOSPITAL

51 BLOSSOM STREET
BOSTON,MA02114 		N/A PC GENERAL 10,000

SISTERS UNCHAINED

69 ST ROSE STREET
JAMAICA PLAIN,MA02130 		N/A PC GENERAL 5,000

SOCCER UNITY PROJECT

128 UN PK STREET
BOSTON,MA02118 		N/A PC GENERAL 2,500

SPORTMENT'S TENNIS & ENRICHMENT CENTER

950 BLUE HILL
DORCHESTER,MA02124 		N/A PC GENERAL 20,000

ST FRANCIS HOUSE

39 BOYLSTON STREET
BOSTON,MA02116 		N/A PC GENERAL 10,000

ST JOHN'S HIGH SCHOOL

378 MAIN STREET
SHREWSBURY,MA01545 		N/A PC GENERAL 100

ST JUDE CHILDRENS

313 WASHINGTON STREET
NEWTON,MA02458 		N/A PC GENERAL 2,000

ST MARY'S CENTER FOR WOMEN & CHILDREN

90 CUSHING AVE
DORCHESTER,MA02125 		N/A PC GENERAL 5,000

STEPS TO SUCCESS

24 WEBSTER PL
BROOKLINE,MA02445 		N/A PC GENERAL 25,000

STONE INSTITUE AND REHABILITATION

277 ELLIOT STREET
NEWTON UPPER FALLS,MA02464 		N/A PC GENERAL 15,000

STORYTIME CRAFTS

31 THORPE ROAD
NEEDHAM,MA02492 		N/A PC GENERAL 5,000

SUPPORTIVE LIVING

17 WARREN AVE
WOBURN,MA01801 		N/A PC GENERAL 20,000

TEACH FOR AMERICA

60 CANAL STREET
BOSTON,MA02114 		N/A PC GENERAL 10,000

THE BASE

150 SHIRLEY ST
ROXBURY,MA02119 		N/A PC GENERAL 30,000

THE BOSTON FOUNDATION

75 ARLINGTON STREET 10TH FLOOR
BOSTON,MA02116 		N/A PC GENERAL 20,000

THE FISHING ACADEMY

16 ADAIR RD
BRIGHTON,MA02135 		N/A PC GENERAL 5,000

THE FORSYTH INSTITUTE

245 FIRST ST
CAMBRIDGE,MA02142 		N/A PC GENERAL 25,000

THE FUND FOR PARKS AND RECREATION

1010 MASSACHUSETTS AVE 3
BOSTON,MA02118 		N/A PC GENERAL 15,000

THE NEXT STEP FUND

99 BISHOP ALLEN DRIVE
CAMBRIDGE,MA02139 		N/A PC GENERAL 15,000

THE PRICE CENTER

27 CHRISTINA ST
NEWTON,MA02461 		N/A PC GENERAL 15,000

THINKGIVE INC

26 ELM STREET
CONCORD,MA01742 		N/A PC GENERAL 5,000

THIRD SECTOR NEW ENGLAND

89 SOUTH STREET SUITE 700
BOSTON,MA02111 		N/A PC GENERAL 10,000

TRINITY BOSTON CONNECTS

206 CLARENDON ST
BOSTON,MA02116 		N/A PC GENERAL 5,000

TULANE UNIVERSITY

6823 ST CHARLES AVE
NEW ORLEANS,LA70118 		N/A PC GENERAL 15,000

UNBOUND VISUAL ARTS

43 N BEACON STREET
ALLSTON,MA02134 		N/A PC GENERAL 7,500

UNION SQUARE MAIN STREETS

366 SOMERVILLE AVE
SOMERVILLE,MA02143 		N/A PC GENERAL 5,000

URBAN BEEKEEPING LABORATORY & SANCTUARY

96 DUBLEY ROAD
BILLERICA,MA01821 		N/A PC GENERAL 5,000

VICTORY PROGRAMS

965 MASSACHUSETTS AVENUE
BOSTON,MA02118 		N/A PC GENERAL 20,000

VISIONS INC

1452 DORCHESTER AVE
DORCHESTER,MA02122 		N/A PC GENERAL 5,000

WALKER INC

1968 CENTRAL AVENUE
NEEDHAM,MA02492 		N/A PC GENERAL 10,000

WATERWORKS MUSEUM

2450 BEACON STREET
CHESNUT HILL,MA02467 		N/A PC GENERAL 8,000

WEST END HOUSE

105 ALLSTON STREET
ALLSTON,MA02134 		N/A PC GENERAL 150,000

WHITTIER STREET HEALTH CENTER COMMITTEE

1290 TREMONT ST
ROXBURY,MA02120 		N/A PC GENERAL 10,000

WILDFLOWER INC

271 LINCOLN ST
LEXINGTON,MA02421 		N/A PC GENERAL 5,000

YEAR UP GREATER BOSTON

45 MILK ST
BOSTON,MA02109 		N/A PC GENERAL 45,000

YOUTH ENRICHMENT SERVICES

412 MASSACHUSETTS AVE
BOSTON,MA02118 		N/A PC GENERAL 5,000

YOUTH VILLAGES

12 GILL STREET
WOBURN,MA01801 		N/A PC GENERAL 10,000

ZUMIX

260 SUMNER ST
EAST BOSTON,MA02128 		N/A PC GENERAL 10,000
Total .................................right arrow 3a 3,921,174
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 1,314,402  
4 Dividends and interest from securities ....     14 1,006,404  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property..... 532000 504,626     1,109,635
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		         
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 504,626 2,320,806 1,109,635
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,935,067
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
3 THE INCOME GENERATED IS USED TO FUND THE AMOUNT OF CHARITABLE
4 THE INCOME GENERATED IS USED TO FUND THE AMOUNT OF CHARITABLE
8 THE INCOME GENERATED IS USED TO FUND THE AMOUNT OF CHARITABLE
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE HAMILTON COMPANY CHARITABLE
FOUNDATION 		Employer identification number
27-7018900
Part I
Contributors
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

$ 4,448,595


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 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 2023 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 - AMERIPRISE AT COST 12,982,758 12,808,626
INVESTMENT IN PARTNERSHIPS AT COST 4,655,571 20,091,224
INVESTMENT - VANGUARD AT COST 20,777,967 20,777,967

TY 2023 OtherDecreasesSchedule
Name:
THE HAMILTON COMPANY CHARITABLE
 
FOUNDATION
EIN:
27-7018900
Description Amount
PROVISION FOR FEDERAL TAXES 31,638
OTHER CHANGES IN NET ASSETS/FUND BALANCE 6,054,795


TY 2023 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
PROFESSIONAL FEES 38,371 0   0
MANAGMENT FEES 39,032 39,032   0
INSURANCE 20,927 20,927   0
CLEANING 23,987 23,987   0
REPAIRS AND MAINTENANCE 143,002 143,002   0
UTILITIES 56,284 56,284   0
ADMINISTRATION 17,369 17,369   0
LEASING 6,856 6,856   0
BAD DEBT 3,796 3,796   0
INVESTMENT INTEREST EXPENSE 21,910 21,910   0
INVESTMENT INTEREST EXPENSE 32,315 32,315   0
INSURANCE 7,110 7,110   0
REPAIRS AND MAINTENANCE 15,661 15,661   0
CLEANING 842 842   0
UTILITIES 8,818 8,818   0
ADMINISTRATION 1,932 1,932   0
MANAGEMENT FEES 19,073 19,073   0
CLEANING 17,386 17,386   0
REPAIRS AND MAINTENANCE 19,744 19,744   0
UTILITIES 10,334 10,334   0
ADMINISTRATION 16,106 16,106   0
MANAGEMENT FEES 23,622 23,622   0
MISC 174 174   0
INSURANCE 12,517 12,517   0
AMORTIZATION 10,105 10,105   0


TY 2023 SubstantialContributorsSch
Name:
THE HAMILTON COMPANY CHARITABLE
 
FOUNDATION
EIN:
27-7018900
Name Address
JAMESON BROWN 39 BRIGHTON AVE
ALLSTON,MA02134


TY 2023 TaxesSchedule
Name:
THE HAMILTON COMPANY CHARITABLE
 
FOUNDATION
EIN:
27-7018900
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MA TAX EXPENSE 1,073 0   0
REAL ESTATE TAXES 88,041 88,041   0
OTHER TAXES 0 0   0
REAL ESTATE TAXES 151,829 151,829   0
REAL ESTATE TAXES 129,263 129,263   0
OTHER TAXES 0 0   0