2025-11-17T13:14:40-06:00 2024-12-31 042088368 GRAY GRAY & GRAY LLP 150 ROYALL STREET SUITE 102 CANTON MA 02021 990PF 2024-01-01 277018900 THE HAMILTON COMPANY CHARITABLE FOUNDATION HAMI 6177830039 39 BRIGHTON AVENUE ALLSTON MA 02134 JAMESON BROWN TRUSTEE 6177830039 2025-11-17 1 1 KELLY A BERARDI P01203181 7814070300 2025-11-17 2024 2025-03-06 01:10:19Z X 87473033 X 4388779 654079 654079 1086840 1086840 4358712 4358712 2684302 718186 718186 718186 11206596 6817817 125000 0 0 3185 3185 0 289734 287676 0 679674 679674 801687 703875 0 1899280 1674410 0 4785751 4785751 6685031 1674410 4785751 4521565 5143407 4507609 7947747 7947747 29085660 5273993 22787648 23811667 25595529 38416296 34939107 53929757 65711553 66698521 87473033 0 0 X 0 0 0 0 65711553 66698521 65711553 66698521 65711553 66698521 65711553 4521565 0 70233118 3534597 66698521 1231 GAIN FROM SENORIC K-1 P 2023-01-01 2024-12-31 718186 718186 718186 718186 71493 0 71493 0 71493 0 0 55000 0 55000 2281 18774 0 0 0 0 0 0 0 0 1 1 0 0 1 MA 1 0 1 0 0 1 N/A JAMESON BROWN 6177830039 39 BRIGHTON AVE ALLSTON MA 02134 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMESON BROWN 77 EXETER STREET APT 1002 BOSTON MA 02116 TRUSTEE 1.00 20000 0 0 MAURA BROWN 39 BRIGHTON AVE ALLSTON MA 02134 TRUSTEE 1.00 20000 0 0 FREDERICK LEBOW 71 COLCHESTER STREET BROOKLINE MA 02446 TRUSTEE 1.00 20000 0 0 HARLEY BROWN 39 BRIGHTON AVE ALLSTON MA 02134 TRUSTEE 1.00 20000 0 0 RONALD BROWN 39 BRIGHTON AVE ALLSTON MA 02134 TRUSTEE 1.00 25000 0 0 ANDREA KOZINETZ 39 BRIGHTON AVE ALLSTON MA 02134 TRUSTEE 1.00 20000 0 0 NONE 0 NONE 0 0 34194652 4620445 45887669 84702766 0 0 84702766 1270541 83432225 4171611 4171611 71493 195162 266655 3904956 0 3904956 0 3904956 4785751 0 4785751 3904956 0 0 324847 2213 438227 252441 1017728 4785751 0 0 0 3904956 880795 0 0 1898523 0 0 0 0 0 0 324847 1573676 2213 438227 252441 880795 X JAMESON BROWN 39 BRIGHTON AVE ALLSTON MA 02134 6177830039 NONE NONE NONE 2LIFE COMMUNITIES 30 WALLINGFORD RD BRIGHTON MA 02135 N/A PC GENERAL 400000 826 BOSTON 30335 WASHINGTON STREET ROXBURY MA 02119 N/A PC GENERAL 5000 ACTIVE SOCIAL COMMUNITIES DBA VOLO KIDS 209 COLUMBIS AVE ROOM 411 BOSTON MA 02116 N/A PC GENERAL 5000 ALLSTON BRIGHTON HEALTH COLLABORATION 20 LINDEN ST SUITE 288 ALLSTON MA 02134 N/A PC GENERAL 15000 ALLSTON VILLAGE MAIN STREET 161 HARVARD AVE ALLSTON MA 02134 N/A PC GENERAL 15000 ALZHEIMER'S ASSOCIATION 320 NEVADA STREET NEWTON MA 02460 N/A PC GENERAL 100 APPRENTICE LEARNING 743-745 CENTRE STREET JAMAICA PLAIN MA 02130 N/A PC GENERAL 10000 ART RESOURCE COLLABORATION 36 BROMFIELD ST 301 BOSTON MA 02108 N/A PC GENERAL 7500 ARTISTS FOR HUMANITY 100 W 2ND ST BOSTON MA 02127 N/A PC GENERAL 15000 ASIAN AMERICAN CIVIC ASSOCIATION 87 TYLER ST BOSTON MA 02111 N/A PC GENERAL 10000 ATRTISANS ASYLUM 96 HOLTON STREET BOSTON MA 02134 N/A PC GENERAL 5000 BENJAMIN FRANKLIN INSTITUTE OF TECHNOLOGY 41 BERKELEY ST BOSTON MA 02116 N/A PC GENERAL 125000 BENTLEY UNIVERSITY 175 FOREST STREET WALTHAM MA 02452 N/A PC 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BROOKLINE YOUTH FUND 40 WEBSTER PLACE BROOKLINE MA 02445 N/A PC GENERAL 14000 BROOKVIEW HOUSE 2 BROOKVIEW STREET DORCHESTER MA 02124 N/A PC GENERAL 10000 BUILD GREATER BOSTON 198 TREMONT ST 251 BOSTON MA 02116 N/A PC GENERAL 30000 CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 N/A PC GENERAL 10000 CARE DIMENSIONS INC 75 SYLVAN ST STE B-102 DANVERS MA 01923 N/A PC GENERAL 30000 CARITAS COMMUNITIES 25 BRAINTREE HILL PARK 206 BRAINTREE MA 02184 N/A PC GENERAL 40000 CATIE'S CLOSET 63 SPRAGUE STREET HYDE PARK MA 02136 N/A PC GENERAL 10000 CELEBRITY SERIES OF BOSTON 20 PARK PLAZA 1032 BOSTON MA 02116 N/A PC GENERAL 7500 CENTRE STREET FOOD PANTRY 11 HOMER STREET NEWTON CENTER MA 02459 N/A PC GENERAL 20100 CHAMELEON ARTS ENSEMBLE OF BOSTON 6 ROCKY NOOK TERRACE JAIMAICA PLAIN MA 02130 N/A PC GENERAL 2000 CHARLES RIVER ASSOCIATES 200 CLARENDON STREET BOSTON MA 02116 N/A PC GENERAL 16000 CHICA PROJECT 1266 FURNACE BROOK PKWY 410 QUINCY MA 02169 N/A PC GENERAL 5000 CHILDRENS ONCOLOGY SERVICES OF MASSACHUSETTS 229 KENT STREET BROOKLINE MA 02446 N/A PC GENERAL 35000 CITIZENS SCHOOL 308 CONGRESS STREET BOSTON MA 02210 N/A PC GENERAL 15000 CITY KIDS INC 5669 N NORTHWEST HIGHWAY CHICAGO IL 60646 N/A PC GENERAL 10000 CLARKE SCHOOL FOR HEARING AND SPEECH 1 WHITMAN ROAD CANTON MA 02021 N/A PC GENERAL 12500 COMMUNITY ACTION AGENCY OF SOMERVILLE 66 UNION SQUARE SOMERVILLE MA 02143 N/A PC GENERAL 10000 COMMUNITY CHARTER SCHOOL OF CAMBRIDGE 245 BENT STREET CAMBRIDGE MA 02141 N/A PC GENERAL 5000 COMMUNITY ROWING 20 NONANTUM ROAD BRIGHTON MA 02135 N/A PC GENERAL 7500 CONSERVATORY LAB CHARTER SCHOOL FOUNDA 395 COLUMBIA ROAD BOSTON MA 02125 N/A PC GENERAL 10000 COOLIDGE CORNER THEATRE 290 HARVARD ST BROOKLINE MA 02446 N/A PC GENERAL 50000 COPS FOR KIDS WITH CANCER INC PO BOX 850956 BRAINTREE MA 02185 N/A PC GENERAL 1000 COREY C GRIFFIN CHARITABLE FOUNDATION 150 GROSSMAN DR 306 BRAINTREE MA 02184 N/A PC GENERAL 50000 CRADLES TO CRAYONS 155 NORTH BEACON STREET BRIGHTON MA 02135 N/A PC GENERAL 50000 CROSSROADS FOR KIDS 119 MYRTLE STREET DUXBURY MA 02332 N/A PC GENERAL 15000 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 02115 N/A PC GENERAL 100 DANNY'S PLACE 543 MASSACHUSETTS AVENUE ACTON MA 01720 N/A PC GENERAL 2500 DISCOVERY SCHOOLHOUSE 101 BLUE HILLS MILTON MA 02186 N/A PC GENERAL 7500 DOC WAYNE 418 COMMONWEALTH AVE BOSTON MA 02215 N/A PC GENERAL 20000 DOROTHY & CHARLES MOSESIAN CTR FOR THE ARTS 321 ARSENAL ST WATERTOWN MA 02472 N/A PC GENERAL 7500 DREAMFAR HIGH SCHOOL MARATHON 27 SCOTNEY ROAD CHESTNUT HILL MA 02467 N/A PC GENERAL 12500 EASTON CHILDREN'S MUSEUM 9 SULLIVAN AVE NORTH EASTON MA 02356 N/A PC GENERAL 10000 ELEVATED THOUGHT INC 15 UNION STREET SUITE 608 LAWRENCE MA 01840 N/A PC GENERAL 5000 ELLIE FUND FOR BREAST CANCER 200 RESERVOIR ST NEEDHAM MA 02494 N/A PC GENERAL 15300 ELLIOT SCHOOL OF FINE & APPLIED ARTS 24 ELLIOT STREET PO BOX 300351 BOSTON MA 02130 N/A PC GENERAL 5000 EMERALD NECKLACE CONSERVANCY 125 FENWAY BOSTON MA 02115 N/A PC GENERAL 30000 ENGLISH FOR NEW BOSTONIANS 105 CHAUNCY STREET BOSTON MA 02111 N/A PC GENERAL 30000 ENROOT INC 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 N/A PC GENERAL 5000 EPIPHANY SCHOOL 154 CENTRE ST BOSTON MA 02124 N/A PC GENERAL 10000 ESPERANZA ACADEMY 198 GARDEN STREET LAWRENCE MA 01840 N/A PC GENERAL 25000 ESSEX ART CENTER 434 JAMAICA WAY BOSTON MA 02130 N/A PC GENERAL 5000 EVERGREEN DAY SCHOOL 795 CONCORD AVE CAMBRIDGE MA 02138 N/A PC GENERAL 15000 EVKIDS INC 218 ADAMS ST BOSTON MA 02122 N/A PC GENERAL 5000 FACING HISTORY & OURSELVES 89 SOUTH STREET SUITE 401 BOSTON MA 02111 N/A PC GENERAL 10000 FAMILIES FIRST PARENTING PROGRAMS 9 GALEN ST WATERTOWN MA 02472 N/A PC GENERAL 10000 FAMILY ACCESS OF NEWTON 492 WALTHAM STREET NEWTON MA 02465 N/A PC GENERAL 15000 FAMILY NURTURING CENTER OF MASSACHUSETTS 200 BOWDOIN ST DORCHESTER MA 02122 N/A PC GENERAL 25000 FAMILY PROMISE METROWISE 6 MULLIGAN ST NATICK MA 01760 N/A PC GENERAL 5000 FARRINGTON MEMORIAL NATURE 291 CAMBRIDGE TPKE LINCOLN MA 01773 N/A PC GENERAL 7500 FEDERATION FOR CHILDREN WITH SPECIAL NEEDS 529 MAIN STREET SUITE 1M3 BOSTON MA 02129 N/A PC GENERAL 25000 FENWAY COMMUNITY DEVELOPMENT CORP 70 BURBANK STREET BOSTON MA 02115 N/A PC GENERAL 20000 FENWAY HEALTH 1340 BOYSTON ST BOSTON MA 02215 N/A PC GENERAL 10000 FIRST LITERACY INC 160 BOYLSTON ST 2 BOSTON MA 02116 N/A PC GENERAL 10000 FOLLOW YOUR ARTS COMMUNITY STUDIOS 647 MAIN ST MELROSE MA 02176 N/A PC GENERAL 7500 FOUNDATION OF CHINESE PERFORMING ARTS 3 PARTRIDGE LANE LINCOLN MA 01773 N/A PC GENERAL 10000 FRANCIS QUIMET SCHOOL 300 ARNOLD PALMER BOULEVARD NORTON MA 02766 N/A PC GENERAL 100 FRANCISCAN HOSPITAL FOR CHILDREN 30 WARREN STREET BRIGHTON MA 02135 N/A PC GENERAL 100000 FRIENDS OF MIDDLESEX FELLS RESERVAT 235 W FOSTER ST MELROSE MA 02176 N/A PC GENERAL 10000 FRIENDS OF THE CHILDREN - BOSTON 184 DUDLEY STREET SUITE 100 ROXBURY MA 02119 N/A PC GENERAL 10000 FRIENDSHIP HOME INC 458 MAIN STREET NORWELL MA 02061 N/A PC GENERAL 20000 FRIENDSHIPWORKS 105 CHAUNCY ST BOSTON MA 02111 N/A PC GENERAL 15000 FROM THE TOP PO BOX 845429 BOSTON MA 02284 N/A PC GENERAL 7000 FRONT PORCH ARTS COLLABERATIVE 560 HARRISON AVENUE SUITE 504 BOSTON MA 02118 N/A PC GENERAL 7500 FULLER CRAFT MUSEUM 455 OAK STREET BROCKTON MA 02301 N/A PC GENERAL 20000 GLOUCESTER MARINE GEONOMICS INSTITUTE 417 MAIN ST GLOUCESTER MA 01930 N/A PC GENERAL 5000 GODDARD HOUSE ASSISTED LIVING 165 CHESTNUT STREET BROOKLINE MA 02445 N/A PC GENERAL 500000 GOLF FIGHTS CANCER 300 ARNOLD PALMER BOULEVARD NORTON MA 02766 N/A PC GENERAL 10000 HALEY HOUSE SOUP KITCHEN 23 DARTMOUTH ST BOSTON MA 02116 N/A PC GENERAL 15000 HANDEL AND HAYDEN SOCIETY 9 HARCOURT STREET BOSTON MA 02116 N/A PC GENERAL 12000 HE IS ME INSTITUE 197 CENTER STREET DORCHESTER MA 02124 N/A PC GENERAL 5000 HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON MA 02131 N/A PC GENERAL 300000 HELPING HANDS MONKEY HELPERS 541 CAMBRIDGE ST ALLSTON MA 02134 N/A PC GENERAL 10000 HILDERBRAND FAMILY SELF-HELP CENTER 614 MASSACHSETTS AVE CAMBRIDGE MA 02139 N/A PC GENERAL 5000 HISTORIC NEW ENGLAND 151 ESSEX STREET HAVERHILL MA 01832 N/A PC GENERAL 5000 HISTORIC NEWTON 527 WASHINGTON ST NEWTON MA 02458 N/A PC GENERAL 300 HOME FOR LITTLE WANDERERS 10 GUEST STREET BOSTON MA 02135 N/A PC GENERAL 45000 HOMESTART INC 105 CHAUNCY ST 502 BOSTON MA 02111 N/A PC GENERAL 5000 HOPE & COMFORT 33 4TH AVE NEEDHAM MA 02494 N/A PC GENERAL 10000 HOPE WORLDWIDE - MASSACHUSETTS 214 CONCORD STREET FRAMINGHAM MA 01702 N/A PC GENERAL 1000 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 N/A PC GENERAL 25000 HOSPITALITY HOMES PO BOX 15265 BOSTON MA 02215 N/A PC GENERAL 25000 HYDE SQUAE TASK FORCE 30 SUNNYSIDE ST BOSTON MA 02130 N/A PC GENERAL 7500 IRISH PASTORAL CENTER 540 GALLIVAN BLVD BOSTON MA 02124 N/A PC GENERAL 500 ISABELLA STUART GARDNER MUSEUM 25 EVANS WAY BOSTON MA 02115 N/A PC GENERAL 10000 ITALIAN HOME FOR CHILDREN 1125 CENTRE ST JAIMAICA PLAIN MA 02130 N/A PC GENERAL 10000 JEFF'S PLACE CHILDRENS BEREAVEMENT CTR 281 PLEASANT STREET FRAMINGHAM MA 01701 N/A PC GENERAL 5000 JEREMIAH PROGRAM BOSTON 130 WARREN ST BOSTON MA 02119 N/A PC GENERAL 25000 JEWISH FAMILY SERVICE 1430 MAIN STREET WALTHAM MA 02451 N/A PC GENERAL 2500 JOHN H BARRY BOYS & GIRLS CLUB OF NEWTON 675 WATERTOWN STREET NEWTON MA 02460 N/A PC GENERAL 15000 JUNIOR ACHIEVEMENT NORTHERN NEW ENGLAND 400 5TH AVE WALTHAM MA 02451 N/A PC GENERAL 5000 LA DONNA MUSICALE PO BOX 15309 BOSTON MA 02215 N/A PC GENERAL 5000 LAND'S SAKE INC 27 CRESCENT ST WESTON MA 02493 N/A PC GENERAL 5000 LEARN LIVE LOVE CANCER OUTREACH PO BOX 292 SCITUATE MA 02066 N/A PC GENERAL 20000 LIFEWORKS INCORPORATED 789 CLAPBOARDTREE STREET WESTWOOD MA 02090 N/A PC GENERAL 7500 LITTLE BROTHERS-FRIENDS OF THE ELDERLY 2 PARK PLAZA SUITE 400 BOSTON MA 02116 N/A PC GENERAL 5000 LOTTE SHARFMAN MEMORIAL 90 CANAL ST 4TH FLOOR SUITE 414 BOSTON MA 02114 N/A PC GENERAL 600 LOVELANE 40 BAKER BRIDGE RD LINCOLN MA 01773 N/A PC GENERAL 5000 LOWELL COMMUNITY CHARTER PUBLIC SCHOOL 206 JACKSON ST LOWELL MA 01852 N/A PC GENERAL 5000 LUCY'S LOVE BUS 21 WATER ST SUITE 302 AMESBURY MA 01913 N/A PC GENERAL 5000 MAB COMMUNITY SERVICES 200 IVY STREET BROOKLINE MA 02446 N/A PC GENERAL 48000 MASSACHUSETTS ADOPTION RESOURCE EXCHANGE 19 NEEDHAM ST SUITE 206 NEWTON HIGHLAND MA 02461 N/A PC GENERAL 15000 MASSACHUSETTS COALITION FOR THE HOMELESS 15 BUBIER ST LYNN MA 01901 N/A PC GENERAL 10000 MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 N/A PC GENERAL 50000 MERRIMACK VALLEY DREAM CENTER 60 ISLAND STREET LAWRENCE MA 01840 N/A PC GENERAL 4924 MIND MATTERS BOSTON 53 STATE ST BOSTON MA 02109 N/A PC GENERAL 5000 MINDING YOUR MIND 124 SIBLEY AVE ARDMORE PA 19003 N/A PC GENERAL 5000 MISTRAL MUSIC INC PO BOX 5075 ANDOVER MA 01810 N/A PC GENERAL 15000 MORE THAN WORDS 242 E BERKELEY ST BOSTON MA 02118 N/A PC GENERAL 10000 MSPCA- ANGELL 350 S HUNTINGTON AVE BOSTON MA 02130 N/A PC GENERAL 16361 MUHLENBERG COLLEGE 2400 W CHEW ST ALLENTOWN PA 18104 N/A PC GENERAL 200 MUSEUM OF FINE ARTS 465 HUNTONGOTN AVE BOSTON MA 02115 N/A PC GENERAL 5000 MYSTIC RIVER WATERSHED ASSOCIATION 20 ACADEMY ST 306 ARLINGTON MA 02476 N/A PC GENERAL 4500 MYSTIC RUNNERS CLUB PO BOX 1536 WAKEFIELD MA 01880 N/A PC GENERAL 1000 MYSTIC VALLEY YMCA 99 DARTMOUTH ST MALDEN MA 02148 N/A PC GENERAL 5000 NATIONAL BRAILLE PRESS 88 ST STEPHEN ST BOSTON MA 02115 N/A PC GENERAL 10000 NATIONAL BRAIN TUMOR SOCIETY 55 CHAPEL STREET NEWTON MA 02458 N/A PC GENERAL 10000 NATIONAL TAY-SACHS & ALLIED DISEASES 2001 BEACON STREET 204 BRIGHTON MA 02135 N/A PC GENERAL 10000 NEW ART CENTER 61 WASHINGTON PARK NEWTONVILLE MA 02460 N/A PC GENERAL 5000 NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE BOSTON MA 02120 N/A PC GENERAL 10000 NEW ENGLAND COMMUNITIES 891 MONTELLO STREET BROCKTON MA 02301 N/A PC GENERAL 10000 NEW ENGLAND CONSERVATORY 290 HUNTINGTON AVE BOSTON MA 02115 N/A PC GENERAL 30000 NEWTON COMMUNITY EDUCATION 457 WALNUT ST ROOM 101 NEWTON MA 02460 N/A PC GENERAL 5000 NEWTON COMMUNITY PRIDE 1294 CENTRE STREET NEWTON MA 02459 N/A PC GENERAL 200 NEWTON FOOD PANTRY 1000 COMMONWEALTH AVE NEWTON CENTRE MA 02459 N/A PC GENERAL 10100 NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 N/A PC GENERAL 15000 NORWELL VISITING NURSE ASSOCIATION 120 LONGWATER DRIVE NORWELL MA 02061 N/A PC GENERAL 20000 OAK SQUARE YMCA 615 WASHINGTON ST BRIGHTON MA 02135 N/A PC GENERAL 30000 OLD NORTH FOUNDATION 193 SALEM ST BOSTON MA 02113 N/A PC GENERAL 15000 ONE CAN HELP PO BOX 55 NEWTON MA 02468 N/A PC GENERAL 12500 ONE MISSION PO BOX 495 WESTBOROUGH MA 01581 N/A PC GENERAL 10000 OPERATION WARM INC 6 DICKINSON DR 314 CHADDS FORD PA 19317 N/A PC GENERAL 12500 PANCREATIC CANCER ASSOCIATION 75 FRANCIS STREET BOSTON MA 02115 N/A PC GENERAL 106 PERKINS SCHOOL FOR THE BLIND 175 N BEACON ST WATERTOWN MA 02472 N/A PC GENERAL 15000 PIERS PARK SAILING CENTER 95 MARGINAL STREET BOSTON MA 02128 N/A PC GENERAL 10000 PLANNING OFFICE FOR URBAN AFFAIRS 10 POST OFFICE SQUARE SUITE 1310 BOSTON MA 02109 N/A PC GENERAL 10000 PLAYWORKS NEW ENGLAND 67 KEMBLE ST SUITE 36 BOSTON MA 02119 N/A PC GENERAL 15000 PLUGGED IN BAND PROGRAM 40 FREEMAN PL 2418 NEEDHAM MA 02492 N/A PC GENERAL 10000 PMC JIMMY FUND 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 N/A PC GENERAL 2000 PRESENTATION SCHOOL INC 634 WASHINGTON STREET BRIGHTON MA 02135 N/A PC GENERAL 30000 PRESIDENT & FELLOWS OF HARVARD COLLEGE 1563 MASSACHUSETTS AVE CAMBRIDGE MA 02138 N/A PC GENERAL 4980 PROJECT SMILE INC PO BOX 336 HOPEDALE MA 01747 N/A PC GENERAL 15000 PROJECT STEP 301 MASSACHUSETTS AVE BOSTON MA 02115 N/A PC GENERAL 15000 PUPPET SHOWPLACE THEATRE 32 STATION ST BROOKLINE MA 02445 N/A PC GENERAL 10000 RAW ART WORKS 37 CENTRAL SQUARE LYNN MA 01901 N/A PC GENERAL 10000 REACH OUT AND READ 89 SOUTH STREET SUITE 201 BOSTON MA 02111 N/A PC GENERAL 5000 READ TO A CHILD 20 WILLIAM ST G25 WELLESLEY MA 02481 N/A PC GENERAL 7500 REHEARSAL FOR LIFE 670 CENTRE STRE SUITE 8 JAIMAICA PLAIN MA 02130 N/A PC GENERAL 10000 RIA INC 330 COCHITUATE ROAD 1784 FRAMINGHAM MA 01701 N/A PC GENERAL 5000 RODMAN FOR KIDS 10 LINCOLN ROAD FOXBOROUGH MA 02035 N/A PC GENERAL 10000 ROGERSON COMMUNITIES 1 FLORENCE STREET ROSLINDALE MA 02131 N/A PC GENERAL 25000 ROOM TO GROW NATIONAL INC 142 BERKELEY STREET BOSTON MA 02116 N/A PC GENERAL 25000 ROSIE'S PLACE 889 HARRISON AVE BOSTON MA 02118 N/A PC GENERAL 2500 SAIL TO PREVAIL 60 FORT ADAMS DR NEWTON MA 02840 N/A PC GENERAL 5000 SAINT COLUMBKILLE PARTNERSHIP SCHOOL 25 ARLINGTON ST BRIGHTON MA 02135 N/A PC GENERAL 20000 SCIENCE FROM SCIENTISTS 1 DEANGELO DRIVE BEDFORD MA 01730 N/A PC GENERAL 10000 SCITUATE COMMUNITY CHRISTMAS 125 MANN LOT RD SCITUATE MA 02066 N/A PC GENERAL 5500 SCITUATE LIBRARY FOUNDATION 85 BRANCH STREET SCITUATE MA 02066 N/A PC GENERAL 20000 SHELTER MUSIC BOSTON 1337 MASSACHUSETTS AVE 116 BOSTON MA 02476 N/A PC GENERAL 5000 SHERRILL HOUSE 135 S HUNTINGTON AVE JAMAICA PLAIN MA 02130 N/A PC GENERAL 75000 SHRINERS HOSPITAL 51 BLOSSOM STREET BOSTON MA 02114 N/A PC GENERAL 10000 SISTERS UNCHAINED 69 ST ROSE STREET JAMAICA PLAIN MA 02130 N/A PC GENERAL 10000 SOCCER UNITY PROJECT 128 UN PK STREET BOSTON MA 02118 N/A PC GENERAL 5000 SOCIAL CAPITAL INC 165 NEW BOSTON ST WOBURN MA 01801 N/A PC GENERAL 10000 SOMERVILLE YOUTH HOCKEY ASSOCIATION PO BOX 440506 SOMERVILLE MA 02144 N/A PC GENERAL 2000 SOUTH SHORE CHILDREN'S CHORUS 444 WASHINGTON STREET QUINCY MA 02169 N/A PC GENERAL 1000 SOUTH SHORE COMMUNITY ACTION COUNCIL 71 OBREY ST PLYMOUTH MA 02360 N/A PC GENERAL 5000 SOUTH SHORE HABITAT FOR HUMANITY 77 ACCORD PARK DRIVE UNIT D-7 NORWELL MA 02061 N/A PC GENERAL 5000 SPEAK FOR THE TREES 60 CLAYTON ST 201 DORCHESTER MA 02122 N/A PC GENERAL 5000 SPONSER INC DBA MISSION EARTH 1257 WORCESTER ROAD 312 FRAMINGHAM MA 01701 N/A PC GENERAL 5000 ST FRANCIS HOUSE 39 BOYLSTON STREET BOSTON MA 02116 N/A PC GENERAL 10000 ST JOHN'S HIGH SCHOOL 378 MAIN STREET SHREWSBURY MA 01545 N/A PC GENERAL 100 ST MARY'S CENTER FOR WOMEN & CHILDREN 90 CUSHING AVE DORCHESTER MA 02125 N/A PC GENERAL 10000 STEPS TO SUCCESS 24 WEBSTER PL BROOKLINE MA 02445 N/A PC GENERAL 25000 STONE INSTITUE AND REHABILITATION 277 ELLIOT STREET NEWTON UPPER FALLS MA 02464 N/A PC GENERAL 20000 STORYTIME CRAFTS 31 THORPE ROAD NEEDHAM MA 02492 N/A PC GENERAL 10000 SUMMER SEARCH 3840 WASHINGTON ST BOSTON MA 02130 N/A PC GENERAL 5000 SUMMER STARS FOUNDATION 132 HIGH STREET NORWELL MA 02061 N/A PC GENERAL 5000 SUPPORTIVE LIVING 17 WARREN AVE WOBURN MA 01801 N/A PC GENERAL 20000 THE BASE 150 SHIRLEY ST ROXBURY MA 02119 N/A PC GENERAL 40000 THE BOSTON FOUNDATION 75 ARLINGTON STREET 10TH FLOOR BOSTON MA 02116 N/A PC GENERAL 20000 THE CAROLL CENTER FOR THE BLIND 770 CENTRE ST NEWTON MA 02458 N/A PC GENERAL 35000 THE CENTER FOR THE ARTS AT THE ARMORY 191 HIGHLAND AVE 1C SOMERVILLE MA 02143 N/A PC GENERAL 10000 THE CENTER FOR TRAUMA AND JUSTICE 160 GOULD STREET SUITE 300 NEEDHAM MA 02494 N/A PC GENERAL 7500 THE CHILDREN'S ROOM 1210 MASS AVE ARLINGTON MA 02476 N/A PC GENERAL 15000 THE FISHING ACADEMY 16 ADAIR RD BRIGHTON MA 02135 N/A PC GENERAL 5000 THE FUND FOR PARKS AND RECREATION 1010 MASSACHUSETTS AVE 3 BOSTON MA 02118 N/A PC GENERAL 15000 THE IMMIGRANT LEARNING CENTER 442 MAIN ST MALDEN MA 02148 N/A PC GENERAL 1000 THE NAN PROJECT 1715 BROADWAY SAUGUS MA 01906 N/A PC GENERAL 7500 THE NATURE CONNECTION 40 STOW ST CONCORD NH 01742 N/A PC GENERAL 10000 THE NEXT STEP FUND 99 BISHOP ALLEN DRIVE CAMBRIDGE MA 02139 N/A PC GENERAL 15000 THE RIVERS SCHOOL 333 WINTER ST WESTON MA 02493 N/A PC GENERAL 500 THE STEPPINGSTONE FOUNDATION 1 APPLETON ST BOSTON MA 02116 N/A PC GENERAL 5000 THINKGIVE INC 26 ELM STREET CONCORD MA 01742 N/A PC GENERAL 10000 THIRD SECTOR NEW ENGLAND 89 SOUTH STREET SUITE 700 BOSTON MA 02111 N/A PC GENERAL 15000 TRINITY BOSTON CONNECTS 206 CLARENDON ST BOSTON MA 02116 N/A PC GENERAL 5000 UASPIRE 31 MILK ST 900 BOSTON MA 02109 N/A PC GENERAL 10000 UNBOUND VISUAL ARTS 43 N BEACON STREET ALLSTON MA 02134 N/A PC GENERAL 10000 UNION SQUARE MAIN STREETS 366 SOMERVILLE AVE SOMERVILLE MA 02143 N/A PC GENERAL 5000 UNITED NATIONS ASSOCIATION OF GREATER BOSTON 200 PORTLAND STREET STE 500 BOSTON MA 02114 N/A PC GENERAL 2500 UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 N/A PC GENERAL 1000 URBAN BEEKEEPING LABORATORY & SANCTUARY 96 DUBLEY ROAD BILLERICA MA 01821 N/A PC GENERAL 5000 URBANITY DANCE 725 HARRISON AVE 100 BOSTON MA 02118 N/A PC GENERAL 5000 VICTORY PROGRAMS 965 MASSACHUSETTS AVENUE BOSTON MA 02118 N/A PC GENERAL 25000 VISIONS INC 1452 DORCHESTER AVE DORCHESTER MA 02122 N/A PC GENERAL 5000 VITAL VILLAGE NETWORKS 801 ALBAINY ST BOSTON MA 02119 N/A PC GENERAL 10000 VOICES BOSTON 40 WEBSTER PL BOSTON MA 02119 N/A PC GENERAL 5000 WALKER INC 1968 CENTRAL AVENUE NEEDHAM MA 02492 N/A PC GENERAL 10000 WELCOME HOME PO BOX 590351 NEWTON CENTER MA 02459 N/A PC GENERAL 200 WEST END HOUSE 105 ALLSTON STREET ALLSTON MA 02134 N/A PC GENERAL 150000 WHITTIER STREET HEALTH CENTER COMMITTEE 1290 TREMONT ST ROXBURY MA 02120 N/A PC GENERAL 10000 WILDFLOWER INC 271 LINCOLN ST LEXINGTON MA 02421 N/A PC GENERAL 7500 WONDERMORE 16 MILTON ST STE 19 DEDHAM MA 02026 N/A PC GENERAL 5000 WRITEBOSTON INC 555 AMORY ST 3R BOSTON MA 02130 N/A PC GENERAL 5000 YEAR UP GREATER BOSTON 45 MILK ST BOSTON MA 02109 N/A PC GENERAL 50000 YMCA OF GREATER BOSTON 316 HUNTINGTON AVE BOSTON MA 02115 N/A PC GENERAL 5000 YOUTH ENRICHMENT SERVICES 412 MASSACHUSETTS AVE BOSTON MA 02118 N/A PC GENERAL 5000 YOUTH VILLAGES 12 GILL STREET WOBURN MA 01801 N/A PC GENERAL 25000 ZUMIX 260 SUMNER ST EAST BOSTON MA 02128 N/A PC GENERAL 15000 4785751 0 14 654079 14 1086840 532000 969958 1714344 523000 718186 OTHER INCOME 1688144 1740919 1714344 5143407 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 0 0 0 0 0 0 0 0 0 0 X X 1 THE HAROLD BROWN CHARITABLE LEAD & ANNUITY TRUST 39 BRIGHTON AVE ALLSTON MA 02134 4388779 X TAXPAYER HEREBY ELECTS UNDER REGULATION SECTION 53.4942(A)-3(D)(2) TO TREAT THE REMAINING QUALIFING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUS INVESTMENT - AMERIPRISE AT COST 11351827 11973727 INVESTMENT IN PARTNERSHIPS AT COST 1722474 20091224 INVESTMENT - VANGUARD AT COST 21864806 21864806 PROVISION FOR FEDERAL TAXES 63031 OTHER CHANGES IN NET ASSETS/FUND BALANCE 3471566 PROFESSIONAL FEES 97077 0 0 BANK FEES 60 0 0 OFFICE EXPENSE 675 0 0 MANAGMENT FEES 41864 41864 0 INSURANCE 22719 22719 0 CLEANING 35761 35761 0 REPAIRS AND MAINTENANCE 126862 126862 0 UTILITIES 60705 60705 0 ADMINISTRATION 20337 20337 0 LEASING 29313 29313 0 BAD DEBT 1339 1339 0 INVESTMENT INTEREST EXPENSE 22406 22406 0 INVESTMENT INTEREST EXPENSE 117479 117479 0 INSURANCE 7733 7733 0 REPAIRS AND MAINTENANCE 17255 17255 0 CLEANING 6928 6928 0 UTILITIES 10387 10387 0 ADMINISTRATION 1746 1746 0 MANAGEMENT FEES 30504 30504 0 MISC 14227 14227 0 CLEANING 906 906 0 REPAIRS AND MAINTENANCE 41832 41832 0 UTILITIES 4764 4764 0 ADMINISTRATION 9180 9180 0 MANAGEMENT FEES 22411 22411 0 MISC 2954 2954 0 INSURANCE 15631 15631 0 BAD DEBT 51 51 0 REPAIRS AND MAINTENANCE 1953 1953 0 MANAGEMENT FEES 3455 3455 0 INSURANCE 1452 1452 0 AMORTIZATION 31721 31721 0 JAMESON BROWN 39 BRIGHTON AVE ALLSTON MA 02134 MA TAX EXPENSE 2058 0 0 REAL ESTATE TAXES 82995 82995 0 OTHER TAXES 0 0 0 REAL ESTATE TAXES 147161 147161 0 REAL ESTATE TAXES 38563 38563 0 OTHER TAXES 0 0 0 REAL ESTATE TAXES 18957 18957 0