HAMILTON FAMILY CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HAMILTON FAMILY CHARITABLE TRUST (EIN 82-1671948)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349104498
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- 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 | 2025-11-17T13:13:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | BARBARA COBB | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6102932225 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEO A HANNAH | PreparerPersonNm |
| PTIN | P00950147 | PTIN |
| Phone | 4123912920 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $306,703,477 | 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 | $38,449,639 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53,918 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,202,327 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,202,327 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,250,939 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,187,544 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,250,939 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $435,045 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $404,191 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $49,391,868 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,857,457 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,565,778 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $782,889 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $782,889 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $997,063 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $997,063 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $318,329 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $318,329 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $141,573 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $70,786 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $70,787 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $999,676 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $803,464 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $54,553 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $245,805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $133,397 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $82,408 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $66,972 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $66,972 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $38,792 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,792 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $384,249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $384,249 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,758,237 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,790,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,796,042 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,994,495 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,994,495 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,752,732 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,790,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,790,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,639,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,066,921 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $12,634,724 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,054,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,757,421 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $1,820,416 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $117,554,367 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,610,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $177,188,899 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,612,274 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,890,476 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,005,935 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $54,125,634 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74,802,675 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $88,568,393 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $724,887 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $724,887 | LandBOYAmt |
| Land EOY | $724,887 | LandEOYAmt |
| Land EOYFMV | $1,132,800 | LandEOYFMVAmt |
| Other Assets BOY | $21,861 | OtherAssetsBOYAmt |
| Other Assets EOY | $50,029 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $50,029 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $204,494,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $232,133,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $306,703,477 | 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 | $204,494,162 | RetainedEarningBOYAmt |
| Retained Earning EOY | $232,133,298 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $204,494,162 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $232,133,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $204,494,162 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $232,133,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $204,494,162 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,639,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $232,133,298 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $232,133,298 | 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 |
|---|---|---|---|---|---|---|---|
| GS #92982-3 | P | 2001-01-01 | 2024-12-31 | $241,068 | $245,148 | -$4,080 | -$4,080 |
| GS #92982-3 | P | 2001-01-01 | 2024-12-31 | $423,034 | $397,273 | $25,761 | $25,761 |
| GS #92982-3 | P | 2001-01-01 | 2024-12-31 | $5 | $5 | $5 | |
| GS #92983-1 | P | 2001-01-01 | 2024-12-31 | $226,753 | $213,691 | $13,062 | $13,062 |
| GS #92983-1 | P | 2001-01-01 | 2024-12-31 | $502,201 | $426,573 | $75,628 | $75,628 |
| GS #92984-9 | P | 2001-01-01 | 2024-12-31 | $546,055 | $520,088 | $25,967 | $25,967 |
| GS #92984-9 | P | 2001-01-01 | 2024-12-31 | $773,173 | $661,037 | $112,136 | $112,136 |
| GS #92984-9 | P | 2001-01-01 | 2024-12-31 | $1 | $1 | $1 | |
| GS #92985-6 | P | 2001-01-01 | 2024-12-31 | $660,601 | $619,013 | $41,588 | $41,588 |
| GS #92985-6 | P | 2001-01-01 | 2024-12-31 | $1,418,051 | $1,193,202 | $224,849 | $224,849 |
| GS #92986-4 | P | 2001-01-01 | 2024-12-31 | $1,678,111 | $1,623,280 | $54,831 | $54,831 |
| GS #92986-4 | P | 2001-01-01 | 2024-12-31 | $2,263,218 | $1,935,940 | $327,278 | $327,278 |
| GS #92986-4 | P | 2001-01-01 | 2024-12-31 | $2 | $2 | $2 | |
| GS #92990-6 | P | 2001-01-01 | 2024-12-31 | $94,610 | $92,139 | $2,471 | $2,471 |
| GS #92990-6 | P | 2001-01-01 | 2024-12-31 | $343,656 | $339,668 | $3,988 | $3,988 |
| GS #50173-8 | P | 2001-01-01 | 2024-12-31 | $561,326 | $527,958 | $33,368 | $33,368 |
| GS #50173-8 | P | 2001-01-01 | 2024-12-31 | $1,684,317 | $1,462,549 | $221,768 | $221,768 |
| GS #50732-1 | P | 2001-01-01 | 2024-12-31 | $4,157,736 | $4,082,793 | $74,943 | $74,943 |
| GS #50732-1 | P | 2001-01-01 | 2024-12-31 | $2,203,384 | $1,968,295 | $235,089 | $235,089 |
| GS #50733-9 | P | 2001-01-01 | 2024-12-31 | $12,558,289 | $12,141,155 | $417,134 | $417,134 |
| GS #50733-9 | P | 2001-01-01 | 2024-12-31 | $5,026,713 | $4,613,328 | $413,385 | $413,385 |
| GS #65573-2 | P | 2001-01-01 | 2024-12-31 | $48,990 | $48,566 | $424 | $424 |
| GS #65573-2 | P | 2001-01-01 | 2024-12-31 | $1,429,024 | $1,247,088 | $181,936 | $181,936 |
| PASSTHROUGH | P | 2001-01-01 | 2024-12-31 | $3,069 | $3,069 | $3,069 | |
| PASSTHROUGH | P | 2001-01-01 | 2024-12-31 | $568,950 | -$568,950 | -$568,950 | |
| LOSS ON ASSET DISPOSAL | P | 2001-01-01 | 2024-12-31 | $8,871 | -$8,871 | -$8,871 | |
| CAPITAL GAINS DIVIDENDS | P | $1,344,157 | $1,344,157 | $1,344,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,250,939 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $126,030 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $126,030 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $126,030 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,837 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $129,837 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,807 | OverpaymentAmt |
| Applied To ES Tax | $3,807 | 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 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | HFCTRUST.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN R MURRAY | 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET H DUPREY | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | BOARD CHAIR, TRUSTEE | 3.00 | $313,156 | $0 | $0 |
| NATHANIEL P HAMILTON | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | CO-VICE CHAIR, TRUSTEE | 3.00 | $313,156 | $0 | $0 |
| S MATTHEWS V HAMILTON JR | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | CO-VICE CHAIR, TRUSTEE | 3.00 | $313,156 | $0 | $0 |
| BARBARA R COBB | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | TREASURER, TRUSTEE | 3.00 | $313,156 | $0 | $0 |
| FRANCIS J MIRABELLO | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | TRUSTEE | 5.00 | $313,156 | $0 | $0 |
| CHEKEMMA FULMORE - TOWNSEND | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| SUSAN R MURRAY | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | ASST TREASURER | 40.00 | $0 | $0 | $0 |
| DANA M HENZLER | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | SECRETARY | 40.00 | $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 |
|---|---|---|---|---|---|---|---|---|
| CHEKEMMA FULMORE - TOWNSEND | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | PRESIDENT | 40.00 | $270,820 | $58,532 | $0 |
| SUSAN R MURRAY | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | DIRECTOR OF FINANCE | 40.00 | $163,561 | $58,569 | $0 |
| MARYUM DARBY-MADISON | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | PROGRAM MANAGER | 40.00 | $120,320 | $39,219 | $0 |
| DAVID QUARRY | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | GARDEN MANAGER | 32.00 | $91,226 | $45,602 | $0 |
| SARAH VANCE | ||||||||
| 200 EAGLE ROAD SUITE 308 | WAYNE | PA | 19087 | DIRECTOR, BLUE GARDE | 25.00 | $106,752 | $13,917 | $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 | $545,533 | 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 | $273,850,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,463,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $278,314,278 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $278,314,278 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,174,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $274,139,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,706,978 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,706,978 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $126,030 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $126,030 | TotalTaxAmt |
| Distributable Before Adj | $13,580,948 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,580,948 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,580,948 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,790,537 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,790,537 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,580,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,713,705 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,448,456 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,329,671 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,074,972 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,684,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,251,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,790,537 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,580,948 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,209,589 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,461,353 | 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 | $2,713,705 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,747,648 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,448,456 | ExcessFromYear4Amt |
| Excess From Year3 | $1,329,671 | ExcessFromYear3Amt |
| Excess From Year2 | $4,074,972 | ExcessFromYear2Amt |
| Excess From Year1 | $4,684,960 | ExcessFromYear1Amt |
| Excess From Current Year | $6,209,589 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHEKEMMA-FULMORE TOWNSEND PRESIDENT | 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 | CTOWNSEND@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, EVIDENCE-BASED, SERVICES FOR ACADEMIC-LEARNING, CAREER-LEARNING, SOCIAL-EMOTIONAL LEARNING, AND EDUCATIONAL SUPPORT SERVICES TO YOUTH IN GRADES K-12. PROGRAMS MAY SERVE YOUTH IN THE FOLLOWING AREAS: THE COUNTIES OF PHILADELPHIA, DELAWARE, MONTGOMERY, CHESTER, CAMDEN AS WELL AS THE AQUIDNECK ISLAND, RI, PALM BEACH COUNTY, FLORIDA AND OTHER PRIORITY AREAS IDENTIFIED BY THE TRUST. SERVICES MAY OCCUR IN-SCHOOL, AFTER-SCHOOL, DURING THE SCHOOLYEAR, AND/OR DURING THE SUMMER. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED FOR DETAIL TO ANNUAL GRANTS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HFCT 200 EAGLE ROAD SUITE 308 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | 501(C)(3) | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE CONTRIBUTIONS | GrantOrContributionPurposeTxt |
| Amt | $16,994,495 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,994,495 | 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 | $53,918 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,202,327 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $435,045 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,344,157 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,906,782 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,035,447 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,906,782 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,942,229 | 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 | $17,532,483 | Yes (X) |
| DH HAMILTON 15-YR CLAT | ||||||
| 2 | C/O H2R CPA 875 GREENTREE RD BLDG7 | PITTSBURGH | PA | 15220 | $12,366,171 | Yes (X) |
| DH HAMILTON 20-YR CLAT | ||||||
| 3 | C/O H2R CPA 875 GREENTREE RD BLDG7 | PITTSBURGH | PA | 15220 | $8,550,985 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS - GOLDMAN SACHS | BondNm |
| EOY Book Value | $20,890,476 | EOYBookValueAmt |
| EOYFMV | $21,005,935 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS - GOLDMAN SACHS | StockNm |
| EOY Book Value | $119,610,536 | EOYBookValueAmt |
| EOYFMV | $177,188,899 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENT - GOLDMAN SACHS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $74,802,675 | BookValueAmt |
| EOYFMV | $88,568,393 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $141,573 | LegalFeesAmt |
| Net Investment Income | $70,786 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70,787 | 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 | $50,029 | EOYBookValueAmt |
| EOYFMV | $50,029 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BLUE GARDEN EXPENSES | $265,674 | $0 | $265,674 |
| MEMBERSHIP & DUES | $7,021 | $0 | $7,021 |
| SERVICE CONTRACTS | $9,071 | $0 | $9,071 |
| EQUIPMENT | $6,861 | $0 | $6,861 |
| WEBSITE | $539 | $0 | $539 |
| CONTINUING EDUCATION | $85 | $0 | $85 |
| INSURANCE | $35,328 | $0 | $35,328 |
| TELEPHONE & INTERNET | $6,626 | $0 | $6,626 |
| OFFICE EXPENSE | $13,825 | $0 | $13,825 |
| COMPUTER EXPENSE | $31,964 | $0 | $31,964 |
| BANK MERCHANT FEE | $3,627 | $0 | $3,627 |
| PAYROLL SERVICE FEE | $3,628 | $0 | $3,628 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH INCOME | $404,191 | $404,191 | $404,191 |
| BLUE GARDEN | $30,758 | $0 | $30,758 |
| OTHER INCOME | $96 | $0 | $96 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $545,533 | $490,980 | $54,553 |
| PORTFOLIO EXPENSES | $312,484 | $312,484 | $0 |
| INVESTMENT EXPENSE | $141,659 | $0 | $0 |
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 TAXES | $133,397 | $133,397 | $0 |
| PAYROLL TAXES | $73,422 | $0 | $73,422 |
| PROPERTY TAX | $8,986 | $0 | $8,986 |
| EXCISE TAXES | $30,000 | $0 | $0 |