HAMILTON FAMILY CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAMILTON FAMILY CHARITABLE TRUST (EIN 82-1671948)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349103690
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:12:30-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251031723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H2R CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 875 GREENTREE RD BLDG 7 STE 1000 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821671948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMI | BusinessNameControlTxt |
| Phone | 6102932225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAGLE ROAD SUITE 308 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAMILTON | PersonNm |
| Person Title | TTEE & BOARD CHAIR | PersonTitleTxt |
| Phone | 6102932225 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEO A HANNAH | PreparerPersonNm |
| PTIN | P00950147 | PTIN |
| Phone | 4123912920 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.66.138.158 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 16:06:04 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DFD42611CEF51C813880EA12806FA638102D0967 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D5B3870425A64AB81254A69E8E35597CD822CCAA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $91,090,246 | 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 | $34,927,565 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $81,591 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,609,697 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,497,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$192,687 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,061,383 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,663 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,123 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $36,440,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,498,484 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $352,139 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $352,139 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $628,307 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $628,307 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $96,361 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $96,361 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,323 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,323 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $200,902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $151,473 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,429 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $118,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,796 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $60,524 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $69,656 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $69,656 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $128,434 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $128,434 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $321,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $321,313 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,933,255 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $195,269 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,723,986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,015,283 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,015,283 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,948,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $195,269 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,739,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,492,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,303,215 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,693,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,517,517 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,694,878 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,440,495 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,358,904 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,440,495 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,440,495 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $698,015 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,033,362 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,094,329 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $36,636,266 | CorporateStockBOYAmt |
| Corporate Stock EOY | $60,896,541 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,668,220 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,635,800 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,418,259 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,452,578 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,780,870 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,989,656 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,983,885 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $724,887 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $724,887 | LandBOYAmt |
| Land EOY | $724,887 | LandEOYAmt |
| Land EOYFMV | $734,000 | LandEOYFMVAmt |
| Other Assets BOY | $21,861 | OtherAssetsBOYAmt |
| Other Assets EOY | $21,861 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $21,861 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $53,550,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,042,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $91,090,246 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $53,550,287 | RetainedEarningBOYAmt |
| Retained Earning EOY | $84,042,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,550,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $84,042,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,550,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,042,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,550,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,492,291 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $84,042,578 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $84,042,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LT COVERED G/L 0172-0 | P | 2001-01-01 | 2019-12-31 | $86,750 | $80,290 | $6,460 | $6,460 |
| ST COVERED G/L 0172-0 | P | 2001-01-01 | 2019-12-31 | $77,655 | $80,754 | -$3,099 | -$3,099 |
| LT COVERED G/L 0173-8 | P | 2001-01-01 | 2019-12-31 | $351,921 | $335,656 | $16,265 | $16,265 |
| ST COVERED G/L 0173-8 | P | 2001-01-01 | 2019-12-31 | $203,079 | $198,644 | $4,435 | $4,435 |
| LT COVERED G/L 0208-2 | P | 2001-01-01 | 2019-12-31 | $110,770 | $122,452 | -$11,682 | -$11,682 |
| ST COVERED G/L 0208-2 | P | 2001-01-01 | 2019-12-31 | $81,752 | $93,498 | -$11,746 | -$11,746 |
| BGC PARTNERS INC CMN CLASS A QUALIFIED | P | 2001-01-01 | 2019-01-17 | $2 | $2 | $2 | |
| LT COVERED G/L 0209-0 | P | 2001-01-01 | 2019-12-31 | $256,827 | $255,731 | $1,096 | $1,096 |
| LT COVERED G/L 0615-8 | P | 2001-01-01 | 2019-12-31 | $38,975 | $44,705 | -$5,730 | -$5,730 |
| ST COVERED G/L 0615-8 | P | 2001-01-01 | 2019-12-31 | $107,122 | $122,395 | -$15,273 | -$15,273 |
| BGC PARTNERS INC CMN CLASS A QUALIFIED | P | 2001-01-01 | 2019-01-17 | $9 | $9 | $9 | |
| LT COVERED G/L 0621-6 | P | 2001-01-01 | 2019-12-31 | $113,889 | $128,525 | -$14,636 | -$14,636 |
| ST COVERED G/L 0621-6 | P | 2001-01-01 | 2019-12-31 | $316,571 | $369,385 | -$52,814 | -$52,814 |
| BGC PARTNERS INC CMN CLASS A QUALIFIED | P | 2001-01-01 | 2019-01-17 | $7 | $7 | $7 | |
| LT COVERED G/L 611-7 | P | 2001-01-01 | 2019-12-31 | $8,735 | $9,024 | -$289 | -$289 |
| ST COVERED G/L 611-7 | P | 2001-01-01 | 2019-12-31 | $136,116 | $142,905 | -$6,789 | -$6,789 |
| LT COVERED G/L 613-3 | P | 2001-01-01 | 2019-12-31 | $35,131 | $34,478 | $653 | $653 |
| ST COVERED G/L 613-3 | P | 2001-01-01 | 2019-12-31 | $89,419 | $96,957 | -$7,538 | -$7,538 |
| LT COVERED G/L 604-2 | P | 2001-01-01 | 2019-12-31 | $45,116 | $46,382 | -$1,266 | -$1,266 |
| ST COVERED G/L 604-2 | P | 2001-01-01 | 2019-12-31 | $453,385 | $479,874 | -$26,489 | -$26,489 |
| LT COVERED G/L 607-5 | P | 2001-01-01 | 2019-12-31 | $106,761 | $107,034 | -$273 | -$273 |
| ST COVERED G/L 607-5 | P | 2001-01-01 | 2019-12-31 | $369,047 | $399,612 | -$30,565 | -$30,565 |
| 4 SH CAPITOL INVESTMENT CORP IV CMN | P | 2001-01-01 | 2019-06-27 | $41 | $41 | $0 | $0 |
| 17 SH NESCO HOLDINGS INC CMN | P | 2001-01-01 | 2019-09-23 | $115 | $175 | -$60 | -$60 |
| LT COVERED G/L 733-9 | P | 2001-01-01 | 2019-12-31 | $162,147 | $172,915 | -$10,768 | -$10,768 |
| ST COVERED G/L 733-9 | P | 2001-01-01 | 2019-12-31 | $902,853 | $932,638 | -$29,785 | -$29,785 |
| CAPITAL GAINS DIVIDENDS | P | $7,188 | $7,188 | $7,188 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$192,687 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,804,752 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,975,928 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.176030 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $273,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,709,666 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047901 | DistributionYr2Rt |
| Total Distribution | 0.223931 | TotalDistributionRt |
| Average Distribution | 0.111966 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $61,032,568 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,833,573 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,032 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,846,605 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,739,269 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,064 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,064 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,064 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,021 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,021 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $13,043 | TaxDueAmt |
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 | PA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HFCTRUST.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6102932225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAGLE ROAD SUITE 308 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| NATHANIEL P HAMILTON | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | TRUSTEE & BOARD CHAIR | 3.00 | $70,428 | $0 | $0 |
| MARGARET H DUPREY | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | CO-VICE CHAIR | 3.00 | $70,428 | $0 | $0 |
| S MATTHEWS V HAMILTON JR | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | CO-VICE CHAIR | 3.00 | $70,428 | $0 | $0 |
| BARBARA R COBB | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | TRUSTEE & TREASURER | 3.00 | $70,428 | $0 | $0 |
| FRANCIS J MIRABELLO | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | TRUSTEE | 3.00 | $70,428 | $0 | $0 |
| NANCY BRENT WINGO | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 |
| SUSAN MURRAY | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | ASST TREASURER | 40.00 | $0 | $0 | $0 |
| JANE SOMERS | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | SECRETARY | 25.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY WINGO | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | EXECUTIVE DIRECTOR | 40.00 | $194,136 | $20,370 | $0 |
| JANE SOMERS | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | GRANTS MANAGER | 25.00 | $75,325 | $24,512 | $0 |
| SARAH VANCE | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | DIRECTOR, BLUE GARDE | 40.00 | $80,592 | $8,356 | $0 |
| DAVID QUARRY | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | MAINTENANCE MANAGER | 40.00 | $69,229 | $14,309 | $0 |
| SUSAN MURRAY | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | DIRECTOR OF FINANCE | 40.00 | $77,125 | $75 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS & CO LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 MARKET STREET 26TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $151,440 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $57,282,641 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,679,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,961,998 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,961,998 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $929,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,032,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,051,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,051,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,064 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,064 | TotalTaxAmt |
| Distributable Before Adj | $3,025,564 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,025,564 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,025,564 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,739,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,739,269 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,739,269 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,025,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $73,144 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,173,722 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,246,866 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,739,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,025,564 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,713,705 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,960,571 | 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 | $6,960,571 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $73,144 | ExcessFromYear2Amt |
| Excess From Year1 | $4,173,722 | ExcessFromYear1Amt |
| Excess From Current Year | $2,713,705 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY BRENT WINGO EXECUTIVE DIRECTO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAGLE RD SUITE 308 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6102932225 | RecipientPhoneNum |
| Recipient Email Address | NWINGO@HFCTRUST.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GUIDELINES AND CHECKLISTS MAY BE FOUND ON WEBSITE, HFCTRUST.ORG. INCOMPLETE APPLICATIONS WILL NOT BE CONSIDERED BY THE TRUSTEES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | CHECK DEADLINES ON THE WEBSITE, HFCTRUST.ORG DIRECTORS MEET QUARTERLY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE TRUST CONSIDERS REQUESTS FROM NON-PROFITS WHO PROVIDE ROBUST, DATA-DRIVEN IN-SCHOOL, AFTER-SCHOOL AND SUMMER LITERACY ENRICHMENT PROGRAMING. THE TRUST PROVIDES FUNDING FOR PROJECTS SERVING CHILDREN AND YOUTH IN GRADES K-12 IN THE CITIES OF PHILADELPHIA, CHESTER AND CAMDEN AND THE COUNTIES OF PHILADELPHIA, DELAWARE, MONTGOMERY, CHESTER AND CAMDEN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF NATURAL SCIENCES | |||||||
| 1900 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19103 | NONE | PC | WINS PROGRAM | $40,000 |
| AFTER SCHOOL ACTIVITIES PARTNERSHIPS | |||||||
| 1520 LOCUST ST 1104 | PHILADELPHIA | PA | 19102 | NONE | PC | PHILADELPHIA DEBATE LEAGUE/SUMMER DEBATE ACADEMY | $40,000 |
| ARDEN THEATRE COMPANY | |||||||
| 40 N 2ND ST | PHILADELPHIA | PA | 19106 | NONE | PC | ARDEN'S CHILDRENS THEATRE/AFA | $50,000 |
| ARDEN THEATRE COMPANY | |||||||
| 40 N 2ND ST | PHILADELPHIA | PA | 19106 | NONE | PC | CHALLENGE GRANT | $50,000 |
| ARTWELL | |||||||
| 100 W OXFORD ST SUITE E-1200 | PHILADELPHIA | PA | 19122 | NONE | PC | WE THE POETS PROGRAM | $2,500 |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | PC | K-8 EDUCATIONAL PROGRAMS | $10,000 |
| BOYS LATIN OF PHILADELPHIA CHARTER SCHOOL | |||||||
| 5501 CEDAR AVE | PHILADELPHIA | PA | 19143 | NONE | PC | MIDDLE SCHOOL SUPPORTED READING PROGRAM | $25,000 |
| CAMDEN CITY GARDEN CLUB | |||||||
| 3 RIVERSIDE DRIVE | CAMDEN | NJ | 08103 | NONE | PC | YOUTH EMPLOYMENT AND TRAINING PROGRAM | $20,000 |
| CHESTER CHILDREN'S CHORUS | |||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | NONE | PC | SUMMER LEARNING PROGRAM | $30,000 |
| CHESTER COUNTY FUTURES | |||||||
| 704 HAYWOOD DR | EXTON | PA | 19341 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CHILDREN'S LITERACY INITIATIVE | |||||||
| 990 SPRING GARDEN ST | PHILADELPHIA | PA | 19123 | NONE | PC | EARLY LITERACY PROGRAM | $62,500 |
| CHILDREN'S SCHOLARSHIP FUND OF PHILADELPHIA | |||||||
| 100 S BROAD ST 1200 | PHILADELPHIA | PA | 19110 | NONE | PC | SCHOLARSHIP SUPPORT | $30,000 |
| CHILDREN'S VILLAGE CHILDCARE CENTER | |||||||
| 125 NORTH 8TH STREET | PHILADELPHIA | PA | 19106 | NONE | PC | SCHOOL AGE PROGRAM | $15,000 |
| CHRIST LUTHERAN COMMUNITY OUTREACH CORP | |||||||
| 7240 WALNUT STREET | UPPER DARBY | PA | 19082 | NONE | PC | 2018 SUMMER DAY CAMP | $15,000 |
| CHURCH FARM SCHOOL | |||||||
| 1001 E LINCOLN HWY | EXTON | PA | 19341 | NONE | PC | THE BOYS CAMPAIGN | $250,000 |
| COLLEGE POSSIBLE PHILADELPHIA | |||||||
| 2000 HAMILTON ST SUITE 303 | PHILADELPHIA | PA | 19130 | NONE | PC | COLLEGE PREP SUPPORT PROGRAM | $25,000 |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | |||||||
| 1717 W ALLEGHENY AVE | PHILADELPHIA | PA | 19132 | NONE | PC | PREP FOR SUCCESS BOOT CAMP | $40,000 |
| ESF DREAM CAMP FOUNDATION | |||||||
| 750 E HAVERFORD ROAD | BRYN MAWR | PA | 19010 | NONE | PC | AFTER-SCHOOL PROGRAM, SUMMER CAMP | $15,000 |
| GARAGE COMMUNITY CENTER | |||||||
| 115 S UNION ST | KENNETT SQUARE | PA | 19348 | NONE | PC | TUTORING/ADULT MENTORING | $10,000 |
| GESU SCHOOL | |||||||
| 1700 W THOMPSON ST | PHILADELPHIA | PA | 19121 | NONE | PC | YET & BACKE ADVANCED WRITING PROGRAMS | $40,000 |
| HORIZONS AT THE EPISCOPAL ACADEMY | |||||||
| 1785 BISHOP WHITE DRIVE | NEWTON SQUARE | PA | 19073 | NONE | PC | SUMMER CAMP AND AFTER SCHOOL PROGRAM | $15,000 |
| INN DWELLING | |||||||
| 109 E PRICE ST | PHILADELPHIA | PA | 19144 | NONE | PC | YOUTH INITIATIVE PROGRAM | $500 |
| INN DWELLING | |||||||
| 109 E PRICE ST | PHILADELPHIA | PA | 19144 | NONE | PC | YOUTH INITIATIVE SCHOLARSHIPS | $25,000 |
| KENNETT AFTER-SCHOOL ASSOCIATION | |||||||
| PO BOX 1068 | KENNETT SQUARE | PA | 19348 | NONE | PC | AFTER-SCHOOL ACTIVITIES PROGRAM | $15,000 |
| MAIL LINE HEALTH | |||||||
| 240 N RADOR CHESTER ROAD SUITE 340 | RADNOR | PA | 19087 | NONE | PC | ANNUAL SUPPORT: BRYN MAWR HOSPITAL | $30,000 |
| MASTERY CHARTER SCHOOL FOUNDATION | |||||||
| 5700 WAYNE AVE | PHILADELPHIA | PA | 19144 | NONE | PC | TEACHER TRAINING-WILSON READING | $62,500 |
| MERCY NEIGHBORHOOD MINISTRIES INC | |||||||
| 1939 W VENANGO ST | PHILADELPHIA | PA | 19140 | NONE | PC | AFTER-SCHOOL AND SUMMER LEARNING PROGRAM | $10,000 |
| MIGHTY WRITERS | |||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | NONE | PC | MIGHTY AFTER-SCHOOL PROGRAM | $70,000 |
| NEED IN DEED | |||||||
| 211 N 13TH ST 501 | PHILADELPHIA | PA | 19107 | NONE | PC | TEACHER NETWORK PROGRAMS | $30,000 |
| OPERA PHILADELPHIA | |||||||
| 1420 LOCUST ST 210 | PHILADELPHIA | PA | 19102 | NONE | PC | SOUNDS OF LEARNING PROGRAM | $50,000 |
| PENNSYLVANIA BALLET | |||||||
| 100 SOUTH BROAD STREET | PHILADELPHIA | PA | 19110 | NONE | PC | EDUCATION PROGRAM | $5,000 |
| PEOPLE'S LIGHT | |||||||
| 39 CONESTOGA RD | MALVERN | PA | 19355 | NONE | PC | NEW VOICES PROGRAM CHESTER | $25,000 |
| PHILADELPHIA FUTURES | |||||||
| 230 S BROAD ST 7TH FLOOR | PHILADELPHIA | PA | 19102 | NONE | PC | SPONSOR-A-SCHOLARSHIP PROGRAM | $40,000 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| 2600 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | PC | EDUCATIONAL PROGRAMMING FOR SCHOOL CHILDREN | $500,000 |
| PHILADELPHIA PUBLIC SCHOOL NOTEBOOK | |||||||
| 699 RANSTEAD ST 3RD FLOOR | PHILADELPHIA | PA | 19106 | NONE | PC | CAREER/TECHNICAL EDUCATION SUPPLEMENT | $5,000 |
| PHILADELPHIA YOUNG PLAYWRIGHTS | |||||||
| 1219 VINE ST | PHILADELPHIA | PA | 19107 | NONE | PC | PLAYWRITING RESIDENCY PROGRAM | $10,000 |
| PHILADELPHIA YOUTH BASKETBALL | |||||||
| 1735 MARKET STREET | PHILADELPHIA | PA | 19103 | NONE | PC | MIDDLE SCHOOL PARTNERSHIP/COLLEGIATE CAMP | $5,000 |
| PROJECT HOME | |||||||
| 1515 FAIRMOUNT AVE | PHILADELPHIA | PA | 19130 | NONE | PC | AFTER-SCHOOL & SUMMER PROGRAMS | $5,000 |
| PROVIDENCE CENTER | |||||||
| 2557 N 5TH ST | PHILADELPHIA | PA | 19133 | NONE | PC | AFTER-SCHOOL PROGRAM | $5,000 |
| SCRIBE VIDEO CENTER | |||||||
| 3908 LANCASTER AVE | PHILADELPHIA | PA | 19104 | NONE | PC | VIDEO FILMMAKING PROGRAMS | $10,000 |
| SQUASH SMARTS | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | NONE | PC | SQUASH SMARTS ACADEMIC PROGRAM | $50,000 |
| ST JAMES SCHOOL | |||||||
| 3217 W CLEARFIELD ST | PHILADELPHIA | PA | 19132 | NONE | PC | EXTENDED DAY PROGRAM | $50,000 |
| STEPPINGSTONE SCHOLARS INC | |||||||
| 301 CECIL B MOORE AVENUE | PHILADELPHIA | PA | 19102 | NONE | PC | TSA & MIDDLE GRADES ACADEMY | $125,000 |
| SUMMER SEARCH PHILADELPHIA | |||||||
| 1528 WALNUT ST 1006 | PHILADELPHIA | PA | 19102 | NONE | PC | COLLEGE ACHIEVEMENT PROGRAM | $30,000 |
| TEACH FOR AMERICA-GREATER PHILADELPHIA | |||||||
| 100 W OXFORD ST E-3000 | PHILADELPHIA | PA | 19122 | NONE | PC | CORPS MEMBERS TRAINING | $25,000 |
| WAGNER FREE INSTITUTE OF SCIENCE | |||||||
| 1700 W MONTGOMERY AVE | PHILADELPHIA | PA | 19121 | NONE | PC | GEOKIDS PROGRAM | $15,000 |
| WALNUT STREET THEATRE | |||||||
| 825 WALNUT ST | PHILADELPHIA | PA | 19107 | NONE | PC | ADOPT-A-SCHOOL PROGRAM | $17,500 |
| WILMA THEATRE | |||||||
| 265 S BROAD ST | PHILADELPHIA | PA | 19107 | NONE | PC | WILMAGINATION EDUCATIONAL PROGRAM | $7,500 |
| WISSAHICKON CHARTER SCHOOL | |||||||
| 4700 WISSAHICKON AVE | PHILADELPHIA | PA | 19144 | NONE | PC | LITERACY AND ENVIRONMENTAL PROGRAMS | $40,000 |
| WOODMERE ART MUSEUM | |||||||
| 9201 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | NONE | PC | WOODMERE ART MUSEUM | $10,000 |
| WORLD AFFAIRS COUNCIL | |||||||
| 1 S BROAD ST 2M | PHILADELPHIA | PA | 19107 | NONE | PC | GLOBAL SMARTS MENTORING PROGRAM | $5,000 |
| YOUNG SCHOLARS CHARTER SCHOOL | |||||||
| 900 N MARSHALL ST | PHILADELPHIA | PA | 19123 | NONE | PC | COLLEGE AND CAREER ROTATIONS PROGRAM | $15,000 |
| YOUNGMOMS | |||||||
| 111 MARSHALL STREET | KENNETT SQUARE | PA | 19348 | NONE | PC | PROGRAMS TO SUPPORT YOUNG MOTHERS | $15,000 |
| CITY OF NEWPORT (NIMFEST MUSIC PROGRAMS) | |||||||
| 43 BROADWAY | NEWPORT | RI | 02840 | NONE | PC | NIMFEST MUSIC PROGRAM | $13,000 |
| FRANKLIN INSTITUTE | |||||||
| 222 NORTH 20TH STREET | PHILADELPHIA | PA | 19103 | NONE | PC | TREASURES OF THE FRANKLIN INSTITUTE GALLERY CAPITAL CAMPAIGN | $1,000,000 |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | |||||||
| 49 W 45TH STREET 2ND FLOOR | NEW YORK | NY | 10036 | NONE | PC | THE HAMILTON EDUCATION PROGRAM IN PHILADELPHIA | $28,283 |
| JOHN BARTRAM ASSOCIATION | |||||||
| 54TH ST LINDBERGH BLVD | PHILADELPHIA | PA | 19143 | NONE | PC | SOUTHWEST PHILADELPHIA SCHOOL INITIATIVE AND YOUTH LEADERSHIP DEVELOPMENT PROGRAM | $10,000 |
| KIPP ADMINISTRATIVE SERVICES CORPORATION | |||||||
| 5900 BALTIMORE AVENUE 206 | PHILADELPHIA | PA | 19143 | NONE | PC | KIPP THROUGH COLLEGE AND CAREER PROGRAM | $75,000 |
| NEWPORT COUNTY YMCA | |||||||
| 792 VALLEY ROAD | MIDDLETOWN | RI | 02842 | NONE | PC | COLLABORATE-CREATE-INSPIRE CAPITAL CAMPAIGN TO SUPPORT OUR RHODYSQUASH PROGRAM | $500,000 |
| PHILADELPHIA ORCHESTRA | |||||||
| ONE S BROAD STREET 14TH FLOOR | PHILADELPHIA | PA | 19107 | NONE | PC | SCHOOL PARTNERSHIP AND SCHOOL ENSEMBLE PROGRAM SERVING UNDERSERVED K-8 STUDENTS | $20,000 |
| REDWOOD LIBRARY & ALTHENAEUM | |||||||
| 50 BELLEVUE AVENUE | NEWPORT | RI | 02840 | NONE | PC | CHARITABLE DONATION | $20,000 |
| SAVE THE BAY | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | PC | BAY PARTNERS & PROJECT NARRAGANSETT EDUCATION FOR AQUIDNECK ISLAND STUDENTS | $75,000 |
| STEPPINGSTONE SCHOLARS INC | |||||||
| 1301 CECIL B MOORE AVENUE | PHILADELPHIA | PA | 19122 | NONE | PC | CHARITABLE DONATION | $500 |
| STEPPINGSTONE SCHOLARS INC | |||||||
| 1301 CECIL B MOORE AVENUE | PHILADELPHIA | PA | 19122 | NONE | PC | CHARITABLE DONATION | $500 |
| TEAM FIRST BOOK - PHILADELPHIA | |||||||
| PO BOX 166 | GLADWYNE | PA | 19035 | NONE | PC | DISTRIBUTION OF BOOKS TO CHILDREN IN LOW-INCOME NEIGHBORHOODS IN PHILADELPHIA | $5,000 |
| UNIVERSITY OF THE ARTS (UARTS) | |||||||
| 320 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | NONE | PC | CAPITAL CAMPAIGN FOR STUDENT LOUNGE AND FILM SCREENING ROOM | $150,000 |
| WEST PHILADELPHIA ALLIANCE FOR CHILDREN | |||||||
| 5070 PARKSIDE AVENUE SUITE 1414 | PHILADELPHIA | PA | 19131 | NONE | PC | EXPANSION OF LIBRARY AND INSTRUCTIONAL SERVICES FOR TWO NEW SCHOOLS | $5,000 |
| WOODLYNDE SCHOOL | |||||||
| 445 UPPER GULPH ROAD | STRAFFORD | PA | 19087 | NONE | PC | GREAT CAMPUS FOR GREAT MINDS CAPITAL CAMPAIGN | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,015,283 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $81,591 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,609,697 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,663 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$192,687 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,431,673 | ExclusionAmt |
| Related Or Exempt Function Incm | $81,591 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,513,264 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | MISC RECEIPTS. EXCLUDABLE FROM NET INVESTMENT INCOME | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DH HAMILTON 10-YR CLAT | ||||||
| 1 | C/O H2R CPA 875 GREENTREE RD BLDG7 | PITTSBURGH | PA | 15220 | $15,970,977 | Yes (X) |
| DH HAMILTON 15-YR CLAT | ||||||
| 2 | C/O H2R CPA 875 GREENTREE RD BLDG7 | PITTSBURGH | PA | 15220 | $10,769,310 | Yes (X) |
| DH HAMILTON 20-YR CLAT | ||||||
| 3 | C/O H2R CPA 875 GREENTREE RD BLDG7 | PITTSBURGH | PA | 15220 | $8,187,278 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS | BondNm |
| EOY Book Value | $3,418,259 | EOYBookValueAmt |
| EOYFMV | $3,452,578 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS | StockNm |
| EOY Book Value | $60,896,541 | EOYBookValueAmt |
| EOYFMV | $67,668,220 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,033,362 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,094,329 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS | AT COST | $2,110,050 | $2,091,242 |
| GOLDMAN SACHS - ALTERNATIVE INVESTMENT | AT COST | $2,879,606 | $2,892,643 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,323 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,323 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VEHICLES | Desc |
| BOY Book Value | $21,861 | BOYBookValueAmt |
| EOY Book Value | $21,861 | EOYBookValueAmt |
| EOYFMV | $21,861 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UTILITIES & MAINTENANCE | $139,912 | $0 | $139,912 |
| INSURANCE | $38,705 | $0 | $38,705 |
| OFFICE EXPENSE | $16,431 | $0 | $16,431 |
| PR, MEDIA, COLLATERAL | $6,154 | $0 | $6,154 |
| MISC EXPENSES | $421 | $0 | $421 |
| PRINTING, POSTAGE & MERCHANDISE | $5,203 | $0 | $5,203 |
| BLUE GARDEN BOOK EXPENSES | $33,872 | $0 | $33,872 |
| BANK MERCHANT FEES | $257 | $0 | $257 |
| COMPUTER EXPENSES | $40,279 | $0 | $40,279 |
| PAYROLL SERVICE FEE | $2,594 | $0 | $2,594 |
| MEMBERSHIP & DUES | $1,023 | $0 | $1,023 |
| SERVICE CONTRACTS | $19,220 | $0 | $19,220 |
| EQUIPMENT | $5,856 | $0 | $5,856 |
| WEBSITE | $11,346 | $0 | $11,346 |
| CONTINUING PROFESSIONAL EDUCATION | $40 | $0 | $40 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SUBSTITUTE PAYMENTS 50607-5 | $10 | $10 | $10 |
| SUBSTITUTE PAYMENTS 50172-0 | $5 | $5 | $5 |
| SUBSTITUTE PAYMENTS 50613-3 | $1,108 | $1,108 | $1,108 |
| BLUE GARDEN | $13,540 | $0 | $13,540 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENTS FEES | $151,440 | $151,440 | $0 |
| ADR FEES | $33 | $33 | $0 |
| CONSULTANT FEES | $49,429 | $0 | $49,429 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| DH HAMILTON 31596 10-YR CLAT | |||
| C/O 875 GREENTREE RD BLDG 7 | PITTSBURGH | PA | 15220 |
| DH HAMILTON 31596 15-YR CLAT | |||
| C/O 875 GREENTREE RD BLDG 7 | PITTSBURGH | PA | 15220 |
| DH HAMILTON 31596 20-YR CLAT | |||
| C/O 875 GREENTREE RD BLDG 7 | PITTSBURGH | PA | 15220 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $43,796 | $43,796 | $0 |
| PAYROLL TAX | $47,508 | $0 | $47,508 |
| PROPERTY TAX | $13,016 | $0 | $13,016 |
| EXCISE TAX | $14,000 | $0 | $0 |