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HAMILTON FAMILY STEWARDSHIP FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HAMILTON FAMILY STEWARDSHIP FOUNDATION INC (EIN 45-4089010)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-10
IRS object ID
202041929349100039
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-10T13:28:13-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GIBSONMAYER LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 OXFORD VALLEY ROAD SUITE 1202AAddressLine1Txt
CityYARDLEYCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19067ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454089010EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAMILTON FAMILY STEWARDSHIP FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHAMIBusinessNameControlTxt
Phone2158604201PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line148 WOODHILL ROADAddressLine1Txt
CityNEWTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18940ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS S HAMILTON DIRECTORPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2158604201PhoneNum
Signature2020-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN P MAYER CPAPreparerPersonNm
PTINP00366072PTIN
Phone2153693300PhoneNum
Preparation2020-07-10PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,992FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$35,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,000LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,010TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,510TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$52,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,510ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,502CashBOYAmt
Cash EOY$22,992CashEOYAmt
Cash EOYFMV$22,992CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$41,502TotalAssetsBOYAmt
Total Assets EOY$22,992TotalAssetsEOYAmt
Total Assets EOYFMV$22,992TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$41,502NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$22,992NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$41,502TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,992TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$41,502TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,992TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$41,502TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,510ExcessRevenueOverExpensesAmt
Subtotal$22,992SubtotalAmt
Tot Net Ast Or Fund Balances EOY$22,992TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$96,040AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$93,357NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.028739DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,007AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$58,825NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.408109DistributionYr2Rt
Adjusted Qlfy Distri Yr3$30,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$69,669NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.430608DistributionYr3Rt
Adjusted Qlfy Distri Yr4$330,809AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$254,183NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.301460DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$424,673NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.029434DistributionYr5Rt
Total Distribution3.198350TotalDistributionRt
Average Distribution0.639670AverageDistributionRt
Net Vl Noncharitable Assets$31,763NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,318AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,318AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$52,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDOUGLAS S HAMILTONIndividualWithBooksNm
Phone2158604201PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line148 WOODHILL ROADAddressLine1Txt
CityNEWTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18940ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOUGLAS S HAMILTON
48 WOODHILL ROADNEWTOWNPA18940DIRECTOR0.00$0$0$0
BEVERLY R HAMILTON
48 WOODHILL ROADNEWTOWNPA18940DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,247AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$32,247TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$32,247AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$484CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,763NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,588MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,588MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$1,588DistributableBeforeAdjAmt
Distributable Before Ded$1,588DistributableBeforeDedAmt
Distributable As Adjusted$1,588DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$52,500ExpensesAndContributionsAmt
Qualifying Distributions$52,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$52,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,588DistributableAsAdjustedAmt
Undistributed Income PY$2,941UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$12,500ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$330,809ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$30,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$24,007ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$96,040ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$493,356TotalExcessDistributionCyovAmt
Qualifying Distributions$52,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$52,500RemainingDistriFromCorpusAmt
Total Corpus$545,856TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$2,941Taxable2Amt
Undistributed Income CY$1,588UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$12,500ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$533,356ExcessDistriCyovToNextYrAmt
Excess From Year4$330,809ExcessFromYear4Amt
Excess From Year3$30,000ExcessFromYear3Amt
Excess From Year2$24,007ExcessFromYear2Amt
Excess From Year1$96,040ExcessFromYear1Amt
Excess From Current Year$52,500ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Trinity OPC ChurchBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1151 W County Line RoadAddressLine1Txt
CityHatboroCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19040ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPFRecipientFoundationStatusTxt
Grant Or Contribution PurposeReligious serviceGrantOrContributionPurposeTxt
Amt$52,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,500TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCarter Celyard Millburn legalCategoryTxt
Legal Fees$1,000LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank FeesDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$10NetInvestmentIncomeAmt

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