HAMILTON FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HAMILTON FAMILY FOUNDATION (EIN 20-5634026)
- Tax period
- 2014-04-01 to 2015-03-31
- Filed
- 2015-07-28
- IRS object ID
- 201542099349100309
- Schema version
- 2014v5.0
- 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 Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-28T14:46:21-05:00 | ReturnTs |
| Tax Period End | 2015-03-31 | 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 | 90230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-04-01 | 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 | 3108439163 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 BEVERLY DRIVE PO BOX 6362 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERNARD HAMILTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3108439163 | PhoneNum |
| Signature | 2015-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00179412 | PTIN |
| Phone | 3107454027 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $746,898 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,498 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,967 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,498 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $96,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,405 | 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 | $1,945 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,945 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $337 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,012 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,884 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $128 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,221 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,108 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,221 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,108 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,888 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,574 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $103,314 | CorporateStockBOYAmt |
| Corporate Stock EOY | $105,812 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $105,812 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $597,628 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $611,512 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $611,512 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $721,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $746,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $746,898 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $721,830 | UnrestrictedBOYAmt |
| Unrestricted EOY | $746,898 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $721,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $746,898 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $721,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $746,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $721,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,983 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $766,813 | SubtotalAmt |
| Other Decreases | $19,915 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $746,898 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| MERRILL LYNCH-CAP GAIN DIVIDENDS | $12,164 | $12,164 | $12,164 | |
| MERRILL LYNCH | $36,671 | $160 | $160 | $36,511 |
| MERRILL LYNCH | $144,132 | $17,174 | $17,174 | $126,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,498 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $44,146 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $674,953 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065406 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $35,993 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $638,105 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056406 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,185 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $635,337 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056954 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,635 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $644,097 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.007196 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $50,491 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $600,083 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084140 | DistributionYr5Rt |
| Total Distribution | 0.270102 | TotalDistributionRt |
| Average Distribution | 0.054020 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $737,354 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $39,832 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $362 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $40,194 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,108 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $38 | OverpaymentAmt |
| Applied To ES Tax | $38 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD HAMILTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3108439163 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 BEVERLY DRIVE PO BOX 6362 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| BERNARD HAMILTON | ||||||||
| 312 BEVERLY DRIVE PO BOX 6362 | BEVERLY HILLS | CA | 90212 | PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLYN HAMILTON | ||||||||
| 312 BEVERLY DRIVE PO BOX 6362 | BEVERLY HILLS | CA | 90212 | SECRETARY, CFO, DIRECTOR | 3.00 | $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 | $715,935 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,648 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $748,583 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $748,583 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $737,354 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $362 | TotalTaxAmt |
| Distributable Before Adj | $36,506 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,506 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,108 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,108 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $362 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,746 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,627 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,574 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,120 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,321 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,108 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,506 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,602 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,923 | 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 | $24,923 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,627 | ExcessFromYear3Amt |
| Excess From Year2 | $4,574 | ExcessFromYear2Amt |
| Excess From Year1 | $11,120 | ExcessFromYear1Amt |
| Excess From Current Year | $4,602 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERNARD HAMILTON | ContributingManagerNm |
| Contributing Manager | CAROLYN HAMILTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANOVA SCHOOL | |||||||
| 2911 CLEVELAND AVENUE | SANTA ROSA | CA | 95403 | NONE | PUBLIC CHARITY | GENERAL USE | $7,000 |
| CARE HARBOR | |||||||
| 18436 HAWTHORNE BLVD 204 | TORRANCE | CA | 90504 | NONE | PUBLIC CHARITY | GENERAL USE | $750 |
| CERES COMMUNITY PROJECT | |||||||
| 7351 BODEGA AVE | SEBASTOPOL | CA | 95472 | NONE | PUBLIC CHARITY | GENERAL USE | $3,000 |
| CHARITY WATER | |||||||
| 200 VARICK STREET SUITE 201 | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | WATER PROJECTS | $1,000 |
| CHILDRENS HOSPITAL | |||||||
| PO BOX 847924 | LOS ANGELES | CA | 90084 | NONE | PUBLIC CHARITY | DIABETIS PROGRAM | $2,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL USE | $1,500 |
| ENGINEERS WITHOUT BORDERS | |||||||
| 1031 33RD STREET 210 | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | GENERAL USE | $2,000 |
| FEEDING AMERICA | |||||||
| 35 E WACKER 2000 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL USE | $1,250 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | PUBLIC CHARITY | GLOBAL IMPACT FUND | $1,000 |
| JUVENILE DIABETIS RESEARCH FOUNDATION | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TYPE 1 DIABETIS RESEARCH | $6,000 |
| LAMBDA LEGAL DEFENSE AND EDUCATIONAL FUND INC | |||||||
| 120 WALL STREET 19TH FLOOR | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | GENERAL USE | $8,500 |
| LOS ANGELES REGIONAL FOODBANK | |||||||
| 1734 E 41ST | LOS ANGELES | CA | 90058 | NONE | PUBLIC CHARITY | GENERAL USE | $1,000 |
| NEW DIRECTIONS FOR VETERANS | |||||||
| 11303 WILSHIRE VA BLDG 116 | LOS ANGELES | CA | 90073 | NONE | PUBLIC CHARITY | GENERAL USE | $3,000 |
| ST JUDES CHILDRENS RESEARCH | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL USE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | 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 | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,898 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,498 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,405 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,405 | 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 Person | HAMILTON FAMILY TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 BEVERLY DRIVE PO BOX 6362 | AddressLine1Txt |
| City | BEVERLY HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,945 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,945 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $105,812 | EOYBookValueAmt |
| EOYFMV | $105,812 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH-MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $611,512 | BookValueAmt |
| EOYFMV | $611,512 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN NET UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $19,915 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $9,884 | $9,884 | $0 |
| POSTAGE | $128 | $0 | $128 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN | $337 | $337 | $0 |
| STATE TAX AND OTHER FILING FEES | $35 | $0 | $35 |
| NET INVESTMENT INCOME TAX | $93 | $0 | $0 |