HAMILTON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HAMILTON FAMILY FOUNDATION (EIN 20-5634026)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-16
- IRS object ID
- 202630479349100778
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-16T19:32:15-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760722072 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUMBERG JUNEJA ROCHER & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16311 VENTURA BLVD SUITE 1180 | AddressLine1Txt |
| City | ENCINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91436 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205634026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMI | BusinessNameControlTxt |
| Phone | 3232521003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 MENDOCINO AVE A2317 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN BRIN | PersonNm |
| Person Title | PRESIDENT, EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3232521003 | PhoneNum |
| Signature | 2026-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK A LUCHT CPA | PreparerPersonNm |
| PTIN | P00112942 | PTIN |
| Phone | 8189816100 | PhoneNum |
| Preparation | 2026-02-16 | 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 | $1,172,687 | 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 | $102,205 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,986 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,986 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,947 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,947 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $551,943 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,503 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,568 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,568 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $168,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,004 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,196 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,196 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $394 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $394 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,919 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,414 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,929 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,203 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,102,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,127,484 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,127,484 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,132,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,172,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,172,687 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $45,273 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $45,273 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,087,016 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,172,687 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,087,016 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,172,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,132,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,172,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,087,016 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,919 | ExcessRevenueOverExpensesAmt |
| Other Increases | $752 | OtherIncreasesAmt |
| Subtotal | $1,172,687 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,172,687 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SANCUTARY #5945 | P | 2023-04-01 | 2025-03-31 | $108,891 | $90,651 | $18,240 | $18,240 |
| SANCUTARY #5929 | P | 2023-04-01 | 2025-03-31 | $282,556 | $291,538 | -$8,982 | -$8,982 |
| SANCUTARY #5937 | P | 2023-04-01 | 2025-03-31 | $71,547 | $71,594 | -$47 | -$47 |
| SANCUTARY #5929 | P | 2024-04-02 | 2025-03-31 | $21,250 | $21,680 | -$430 | -$430 |
| SANCUTARY #5937 | P | 2024-04-02 | 2025-03-31 | $59,526 | $57,977 | $1,549 | $1,549 |
| CAPITAL GAINS DIVIDENDS | P | $8,173 | $8,173 | $8,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $756 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $756 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,268 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $756 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,024 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,268 | OverpaymentAmt |
| Applied To ES Tax | $1,268 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK HAMILTON | IndividualWithBooksNm |
| Phone | 3232521003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 MENDOCINO AVE A2317 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN BRIN | ||||||||
| 2360 MENDOCINO AVE A2317 | SANTA ROSA | CA | 95403 | DIRECTOR, PRESIDENT & EXC DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARK HAMILTON | ||||||||
| 2360 MENDOCINO AVE A2317 | SANTA ROSA | CA | 95403 | DIRECTOR, CFO | 0.50 | $0 | $0 | $0 |
| BARBARA TAMBORSKI | ||||||||
| 2360 MENDOCINO AVE A2317 | SANTA ROSA | CA | 95403 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARIE HAMILTON | ||||||||
| 2360 MENDOCINO AVE A2317 | SANTA ROSA | CA | 95403 | DIRECTOR, CHAIRPERSON & SECRETARY | 0.50 | $0 | $0 | $0 |
| BERNARD HAMILTON | ||||||||
| 2360 MENDOCINO AVE A2317 | SANTA ROSA | CA | 95403 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $993,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,652 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $68,908 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,113,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,113,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,096,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $756 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $756 | TotalTaxAmt |
| Distributable Before Adj | $54,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,063 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $71,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $10,032 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,452 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,369 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,472 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $127,325 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,637 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $144,962 | 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 | $144,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,032 | ExcessFromYear4Amt |
| Excess From Year3 | $55,452 | ExcessFromYear3Amt |
| Excess From Year2 | $49,369 | ExcessFromYear2Amt |
| Excess From Year1 | $12,472 | ExcessFromYear1Amt |
| Excess From Current Year | $17,637 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BERNARD HAMILTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU (AMERICAN CIVIL LIBERTIES UNION) | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL USE | $10,000 |
| GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE | |||||||
| 268 BUSH ST 555 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | GENERAL USE | $7,500 |
| MUSIC MENDS MINDS | |||||||
| 2355 WESTWOOD BLVD | LOS ANGELES | CA | 90064 | NONE | PUBLIC CHARITY | GENERAL USE | $10,000 |
| NATIONAL PUBLIC RADIO | |||||||
| 9909 JEFFERSON BLVD | CULVER CITY | CA | 90232 | NONE | PUBLIC CHARITY | GENERAL USE | $5,000 |
| PARTNERS FOR WORLD HEALTH | |||||||
| 40 WALCH DRIVE | PORTLAND | ME | 04103 | NONE | PUBLIC CHARITY | GENERAL USE | $7,500 |
| PLANNED PRENTHOOD FEDWRATION OF AMERICA | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | GENERAL USE | $7,500 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PUBLIC CHARITY | GENERAL USE | $5,000 |
| USA FOR UNHCR | |||||||
| 1310 L STREET NW STE 450 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL USE | $7,500 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | GENERAL USE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,500 | 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 | $7,986 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,947 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,004 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,004 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILTON FAMILY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 MENDOCINO AVE A2317 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $102,205 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | BLUE OWL TECHNOLOGY | NoncashPropertyDesc |
| Fair Market Value | $102,205 | FairMarketValueAmt |
| Received | 2025-03-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART IV-GAIN (LOSS) FROM SALE OF SECURITIES | PART IV | THE ORGANIZATION HAD VARIOUS SALES OF SECURITIES DURING THEYEAR THAT IS SUMMARIZED ON PART IV AND STATEMENT 1. FOR PURPOSES OF STATEMENT 1 AND DUE TO TAX SOFTWARE LIMITATIONS, THEACQUISITION DATES SHOWN IS APRIL 2, 2024 AND APRIL 1, 2023FOR SHORT- TERM AND LONG- TERM TRANSACTIONS RESPECTIVELY.FOR SALES DATE, MARCH 31,2025 IS BEING SHOWN FOR BOTH SHORT-AND LONG-TERM TRANSACTIONS. DETAILS OF INDIVIDUALTRANSACTIONS ARE AVAILABLE UPON REQUEST. |
| OTHER INVESTMENTS | STATEMENT 8 | MUTUAL FUNDS AND EXCHANGE TRADED FUNDS REPORTED ON STATEMENT 8 ARE SUMMARIZED AMOUNTS HELD AT SANCTUARY WEALTH. DETAILS TO INDIVIDUAL ITEMS ARE AVAILABLE UPON REQUEST. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SANCTUARY WEALTH-MUTUAL FUNDS | FMV | $496,689 | $496,689 |
| SANCTUARY WEALTH-EXCHANGE TRADED FUNDS | FMV | $429,208 | $429,208 |
| BLUE OWL TECHNOLOGY | FMV | $201,587 | $201,587 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SANCUTARY ACCRUED INTEREST RECEIVED | Desc |
| Revenue And Expenses Per Books | $2,568 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,568 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,568 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN NET UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $752 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $45,273 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT | $11,010 | $11,010 | $0 |
| BANK FEES | $186 | $186 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN | CategoryTxt |
| Amt | $394 | Amt |
| Net Investment Income | $394 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |