HAMILTON FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: HAMILTON FAMILY FOUNDATION (EIN 20-5634026)
Tax period: 2023-04-01 to 2024-03-31
Filed: 2024-08-14
IRS object ID: 202402279349101350
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
General Explanation Attachment
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-08-14T16:54:14-05:00	ReturnTs
Tax Period End	2024-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MICHAEL BERRY CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 5045	AddressLine1Txt
City	CULVER CITY	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	902315045	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	205634026	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HAMILTON FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HAMI	BusinessNameControlTxt
Phone	3232521003	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2360 MENDOCINO AVE A2317	AddressLine1Txt
City	SANTA ROSA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95403	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SUSAN BRIN	PersonNm
Person Title	PRESIDENT, EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	3232521003	PhoneNum
Signature	2024-08-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL BERRY	PreparerPersonNm
PTIN	P00179412	PTIN
Phone	3108382204	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-08-08 14:25:15Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,132,289	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$53,060	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$694	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$694	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$31,707	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$31,707	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$10,843	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$365,502	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$36,949	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$74,618	TotalRevAndExpnssAmt
Total Net Invst Incm	$69,350	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$4,300	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$10,292	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$10,292	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,396	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$521	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$75	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$180	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$150	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$30	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$18,168	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$10,963	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,405	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$60,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$60,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$78,168	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$10,963	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$64,405	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$3,550	ExcessRevenueOverExpensesAmt
Net Investment Income	$58,387	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$19,683	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$29,929	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$29,929	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$196,774	CorporateStockBOYAmt
Corporate Stock EOY	$261	CorporateStockEOYAmt
Corporate Stock EOYFMV	$261	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$306,171	CorporateBondsBOYAmt
Corporate Bonds EOY	$264,139	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$264,139	CorporateBondsEOYFMVAmt
Other Investments BOY	$478,616	OtherInvestmentsBOYAmt
Other Investments EOY	$837,960	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$837,960	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,001,244	TotalAssetsBOYAmt
Total Assets EOY	$1,132,289	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,132,289	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$11,102	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$45,273	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$11,102	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$45,273	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$990,142	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,087,016	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$990,142	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,087,016	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,001,244	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,132,289	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$990,142	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$3,550	ExcessRevenueOverExpensesAmt
Other Increases	$100,424	OtherIncreasesAmt
Subtotal	$1,087,016	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,087,016	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
SANCTUARY WEALTH	2023-04-02	2024-03-31	$95,676	$101,596	-$5,920	-$5,920
SANCTUARY WEALTH	2022-04-01	2024-03-31	$269,060	$226,957	$42,103	$42,103
CAPITAL GAINS DIVIDENDS			$766		$766	$766	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$36,949	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$812	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$812	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$812	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,080	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,080	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,268	OverpaymentAmt
Applied To ES Tax	$1,268	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MARK HAMILTON	IndividualWithBooksNm
Phone	3232521003	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2360 MENDOCINO AVE A2317	AddressLine1Txt
City	SANTA ROSA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95403	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN BRIN
2360 MENDOCINO AVE A2317	SANTA ROSA	CA	95403	DIRECTOR, PRESIDENT & EXC DIRECTOR	0.50	$0	$0	$0
MARK HAMILTON
2360 MENDOCINO AVE A2317	SANTA ROSA	CA	95403	DIRECTOR, CFO	0.50	$0	$0	$0
BARBARA TAMBORSKI
2360 MENDOCINO AVE A2317	SANTA ROSA	CA	95403	DIRECTOR	0.25	$0	$0	$0
MARIE HAMILTON
2360 MENDOCINO AVE A2317	SANTA ROSA	CA	95403	DIRECTOR, CHAIRPERSON & SECRETARY	0.50	$0	$0	$0
BERNARD HAMILTON
2360 MENDOCINO AVE A2317	SANTA ROSA	CA	95403	DIRECTOR	0.25	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,001,416	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$40,532	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$29,011	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,070,959	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,070,959	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$16,064	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,054,895	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$52,745	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$52,745	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$812	TaxBasedOnInvestmentIncomeAmt
Total Tax	$812	TotalTaxAmt
Distributable Before Adj	$51,933	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$51,933	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$51,933	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$64,405	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$64,405	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$51,933	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$10,032	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$55,452	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$49,369	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$114,853	TotalExcessDistributionCyovAmt
Qualifying Distributions	$64,405	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$51,933	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$12,472	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$127,325	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$127,325	ExcessDistriCyovToNextYrAmt
Excess From Year3	$10,032	ExcessFromYear3Amt
Excess From Year2	$55,452	ExcessFromYear2Amt
Excess From Year1	$49,369	ExcessFromYear1Amt
Excess From Current Year	$12,472	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	BERNARD HAMILTON	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACLU (AMERICAN CIVIL LIBERTIES UNION)
125 BROAD ST 18TH FLOOR	NEW YORK	NY	10004	NONE	PUBLIC CHARITY	GENERAL USE	$10,000
GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE
268 BUSH ST 555	SAN FRANCISCO	CA	94104	NONE	PUBLIC CHARITY	GENERAL USE	$10,000
PARTNERS FOR WORLD HEALTH
40 WALCH DRIVE	PORTLAND	ME	04103	NONE	PUBLIC CHARITY	GENERAL USE	$10,000
PLANNED PRENTHOOD FEDWRATION OF AMERICA
PO BOX 97166	WASHINGTON	DC	20090	NONE	PUBLIC CHARITY	GENERAL USE	$10,000
USA FOR UNHCR
1310 L STREET NW STE 450	WASHINGTON	DC	20005	NONE	PUBLIC CHARITY	GENERAL USE	$10,000
WORLD CENTRAL KITCHEN
PO BOX 96538	WASHINGTON	DC	20090	NONE	PUBLIC CHARITY	GENERAL USE	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$60,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$694	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$31,707	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$10,843	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$21,558	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$21,558	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HAMILTON FAMILY TRUST	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2360 MENDOCINO AVE A2317	AddressLine1Txt
City	SANTA ROSA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95403	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$53,060	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	PUBLICLY TRADED SECURITIES	NoncashPropertyDesc
Fair Market Value	$53,060	FairMarketValueAmt
Received	2023-05-03	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$4,300	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$4,300	DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

Field	Value	IRS element (for citing)
Identifier	PART IV-GAIN (LOSS) FROM SALE OF SECURITIES	IdentifierTxt
Form And Line Reference	PART IV	FormAndLineReferenceDesc
Medium Explanation	THE ORGANIZATION HAD VARIOUS SALES OF SECURITIES DURING THEYEAR THAT IS SUMMARIZED ON PART IV AND STATEMENT 1. FOR PURPOSES OF STATEMENT 1 AND DUE TO TAX SOFTWARE LIMITATIONS, THEACQUISITION DATES SHOWN IS APRIL 2, 2023 AND APRIL 1, 2022FOR SHORT- TERM AND LONG- TERM TRANSACTIONS RESPECTIVELY.FOR SALES DATE, MARCH 31,2024 IS BEING SHOWN FOR BOTH SHORT-AND LONG-TERM TRANSACTIONS. DETAILS OF INDIVIDUALTRANSACTIONS ARE AVAILABLE UPON REQUEST.	MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	SANCTUARY WEALTH	BondNm
EOY Book Value	$264,139	EOYBookValueAmt
EOYFMV	$264,139	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SANCTUARY WEALTH	StockNm
EOY Book Value	$261	EOYBookValueAmt
EOYFMV	$261	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
SANCTUARY WEALTH-MUTUAL FUNDS	FMV	$495,372	$495,372
SANCTUARY WEALTH-EXCHANGE TRADED FUNDS	FMV	$304,226	$304,226
BLUE OWL TECHNOLOGY	FMV	$38,362	$38,362

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BANK AND BROKERAGE FEES	Desc
Revenue And Expenses Per Books	$180	RevenueAndExpensesPerBooksAmt
Net Investment Income	$150	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$30	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGE IN NET UNREALIZED GAINS AND LOSSES	Desc
Amt	$100,424	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	CASH OVERDRAFT	Desc
BOY Book Value	$11,102	BOYBookValueAmt
EOY Book Value	$45,273	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT	CategoryTxt
Amt	$10,292	Amt
Net Investment Income	$10,292	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAX AND OTHER FILING FEES	$75	$0	$75
EXCISE	$2,800	$0	$0
FOREIGN	$521	$521	$0