2025-11-17T13:13:59-06:00 2024-12-31 251031723 H2R CPA 875 GREENTREE RD BLDG 7 STE 1000 PITTSBURGH PA 15220 990PF 2024-01-01 821671948 HAMILTON FAMILY CHARITABLE TRUST HAMI 6102932225 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 BARBARA COBB TRUSTEE 6102932225 2025-11-17 1 1 LEO A HANNAH P00950147 4123912920 2025-11-17 2024 2025-03-06 01:10:19Z X 306703477 X 38449639 53918 7202327 7202327 3250939 38187544 3250939 435045 404191 49391868 10857457 1565778 782889 782889 997063 0 997063 318329 0 318329 141573 70786 70787 999676 803464 54553 245805 133397 82408 66972 0 66972 38792 0 38792 384249 0 384249 4758237 1790536 2796042 16994495 16994495 21752732 1790536 19790537 27639136 9066921 -1 12634724 16054695 18757421 1820416 0 0 117554367 119610536 177188899 17612274 20890476 21005935 54125634 74802675 88568393 724887 724887 724887 1132800 21861 50029 50029 204494162 232133298 306703477 0 0 X 0 0 0 0 204494162 232133298 204494162 232133298 204494162 232133298 204494162 27639136 0 232133298 0 232133298 GS #92982-3 P 2001-01-01 2024-12-31 241068 245148 -4080 -4080 GS #92982-3 P 2001-01-01 2024-12-31 423034 397273 25761 25761 GS #92982-3 P 2001-01-01 2024-12-31 5 5 5 GS #92983-1 P 2001-01-01 2024-12-31 226753 213691 13062 13062 GS #92983-1 P 2001-01-01 2024-12-31 502201 426573 75628 75628 GS #92984-9 P 2001-01-01 2024-12-31 546055 520088 25967 25967 GS #92984-9 P 2001-01-01 2024-12-31 773173 661037 112136 112136 GS #92984-9 P 2001-01-01 2024-12-31 1 1 1 GS #92985-6 P 2001-01-01 2024-12-31 660601 619013 41588 41588 GS #92985-6 P 2001-01-01 2024-12-31 1418051 1193202 224849 224849 GS #92986-4 P 2001-01-01 2024-12-31 1678111 1623280 54831 54831 GS #92986-4 P 2001-01-01 2024-12-31 2263218 1935940 327278 327278 GS #92986-4 P 2001-01-01 2024-12-31 2 2 2 GS #92990-6 P 2001-01-01 2024-12-31 94610 92139 2471 2471 GS #92990-6 P 2001-01-01 2024-12-31 343656 339668 3988 3988 GS #50173-8 P 2001-01-01 2024-12-31 561326 527958 33368 33368 GS #50173-8 P 2001-01-01 2024-12-31 1684317 1462549 221768 221768 GS #50732-1 P 2001-01-01 2024-12-31 4157736 4082793 74943 74943 GS #50732-1 P 2001-01-01 2024-12-31 2203384 1968295 235089 235089 GS #50733-9 P 2001-01-01 2024-12-31 12558289 12141155 417134 417134 GS #50733-9 P 2001-01-01 2024-12-31 5026713 4613328 413385 413385 GS #65573-2 P 2001-01-01 2024-12-31 48990 48566 424 424 GS #65573-2 P 2001-01-01 2024-12-31 1429024 1247088 181936 181936 PASSTHROUGH P 2001-01-01 2024-12-31 3069 3069 3069 PASSTHROUGH P 2001-01-01 2024-12-31 568950 -568950 -568950 LOSS ON ASSET DISPOSAL P 2001-01-01 2024-12-31 8871 -8871 -8871 CAPITAL GAINS DIVIDENDS P 1344157 1344157 1344157 3250939 126030 0 126030 0 126030 94837 0 35000 0 129837 0 3807 3807 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 1 0 0 0 HFCTRUST.ORG SUSAN R MURRAY 6102932225 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET H DUPREY 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 BOARD CHAIR, TRUSTEE 3.00 313156 0 0 NATHANIEL P HAMILTON 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 CO-VICE CHAIR, TRUSTEE 3.00 313156 0 0 S MATTHEWS V HAMILTON JR 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 CO-VICE CHAIR, TRUSTEE 3.00 313156 0 0 BARBARA R COBB 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 TREASURER, TRUSTEE 3.00 313156 0 0 FRANCIS J MIRABELLO 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 TRUSTEE 5.00 313156 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 CHEKEMMA FULMORE - TOWNSEND 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 PRESIDENT 40.00 270820 58532 0 SUSAN R MURRAY 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 DIRECTOR OF FINANCE 40.00 163561 58569 0 MARYUM DARBY-MADISON 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 PROGRAM MANAGER 40.00 120320 39219 0 DAVID QUARRY 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 GARDEN MANAGER 32.00 91226 45602 0 SARAH VANCE 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 DIRECTOR, BLUE GARDE 25.00 106752 13917 0 0 GOLDMAN SACHS & CO LLC 1735 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 INVESTMENT MANAGEMENT 545533 0 0 273850959 4463319 0 278314278 0 0 278314278 4174714 274139564 13706978 13706978 126030 126030 13580948 0 13580948 0 13580948 19790537 0 19790537 13580948 0 0 2713705 5448456 1329671 4074972 4684960 18251764 19790537 0 0 0 13580948 6209589 0 0 24461353 0 0 0 0 0 0 2713705 21747648 5448456 1329671 4074972 4684960 6209589 CHEKEMMA-FULMORE TOWNSEND PRESIDENT 200 EAGLE RD SUITE 308 WAYNE PA 19087 6102932225 CTOWNSEND@HFCTRUST.ORG GUIDELINES AND CHECKLISTS MAY BE FOUND ON WEBSITE, HFCTRUST.ORG. INCOMPLETE APPLICATIONS WILL NOT BE CONSIDERED BY THE TRUSTEES. CHECK DEADLINES ON THE WEBSITE, HFCTRUST.ORG DIRECTORS MEET QUARTERLY. 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. SEE ATTACHED FOR DETAIL TO ANNUAL GRANTS C/O HFCT 200 EAGLE ROAD SUITE 308 WAYNE PA 19087 501(C)(3) PC CHARITABLE CONTRIBUTIONS 16994495 16994495 0 14 53918 14 7202327 14 435045 14 1344157 1906782 0 9035447 1906782 10942229 3 MISC RECEIPTS. EXCLUDABLE FROM NET INVESTMENT INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 DH HAMILTON 10-YR CLAT C/O H2R CPA 875 GREENTREE RD BLDG7 PITTSBURGH PA 15220 17532483 X 2 DH HAMILTON 15-YR CLAT C/O H2R CPA 875 GREENTREE RD BLDG7 PITTSBURGH PA 15220 12366171 X 3 DH HAMILTON 20-YR CLAT C/O H2R CPA 875 GREENTREE RD BLDG7 PITTSBURGH PA 15220 8550985 X BONDS - GOLDMAN SACHS 20890476 21005935 STOCKS - GOLDMAN SACHS 119610536 177188899 OTHER INVESTMENT - GOLDMAN SACHS AT COST 74802675 88568393 PROFESSIONAL FEES 141573 70786 70787 VEHICLES 21861 50029 50029 BLUE GARDEN EXPENSES 265674 0 265674 MEMBERSHIP & DUES 7021 0 7021 SERVICE CONTRACTS 9071 0 9071 EQUIPMENT 6861 0 6861 WEBSITE 539 0 539 CONTINUING EDUCATION 85 0 85 INSURANCE 35328 0 35328 TELEPHONE & INTERNET 6626 0 6626 OFFICE EXPENSE 13825 0 13825 COMPUTER EXPENSE 31964 0 31964 BANK MERCHANT FEE 3627 0 3627 PAYROLL SERVICE FEE 3628 0 3628 PASSTHROUGH INCOME 404191 404191 404191 BLUE GARDEN 30758 0 30758 OTHER INCOME 96 0 96 INVESTMENT MANAGEMENT FEE 545533 490980 54553 PORTFOLIO EXPENSES 312484 312484 0 INVESTMENT EXPENSE 141659 0 0 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 FOREIGN TAXES 133397 133397 0 PAYROLL TAXES 73422 0 73422 PROPERTY TAX 8986 0 8986 EXCISE TAXES 30000 0 0