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HAMILTON FAMILY STEWARDSHIP FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HAMILTON FAMILY STEWARDSHIP FOUNDATION INC (EIN 45-4089010)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-08
IRS object ID
201801289349101755
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-08T13:55:31-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN P MAYER CPAPreparerPersonNm
PTINP00366072PTIN
Phone2153693300PhoneNum
Preparation2018-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$137,542FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$100,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,007ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,007ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,017TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,007TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$75,983ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$61,559CashBOYAmt
Cash EOY$137,542CashEOYAmt
Cash EOYFMV$137,542CashEOYFMVAmt
Total Assets BOY$61,559TotalAssetsBOYAmt
Total Assets EOY$137,542TotalAssetsEOYAmt
Total Assets EOYFMV$137,542TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$61,559UnrestrictedBOYAmt
Unrestricted EOY$137,542UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$61,559TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$137,542TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$61,559TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$137,542TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$61,559TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$75,983ExcessRevenueOverExpensesAmt
Subtotal$137,542SubtotalAmt
Tot Net Ast Or Fund Balances EOY$137,542TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$30,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$69,669NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.430608DistributionYr1Rt
Adjusted Qlfy Distri Yr2$330,809AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$254,183NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.301460DistributionYr2Rt
Adjusted Qlfy Distri Yr3$12,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$424,673NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.029434DistributionYr3Rt
Adjusted Qlfy Distri Yr4$474,152AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$792,804NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.598070DistributionYr4Rt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution2.359572TotalDistributionRt
Average Distribution0.471914AverageDistributionRt
Net Vl Noncharitable Assets$58,825NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$27,760AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$27,760AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,007QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
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
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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$0$0$0
BEVERLY R HAMILTON
48 WOODHILL ROADNEWTOWNPA18940DIRECTOR0$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$59,721AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$59,721TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$59,721AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$896CashDeemedCharitableAmt
Net Vl Noncharitable Assets$58,825NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,941MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,941MinimumInvestmentReturnAmt
Distributable Before Adj$2,941DistributableBeforeAdjAmt
Distributable Before Ded$2,941DistributableBeforeDedAmt
Distributable As Adjusted$2,941DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,007ExpensesAndContributionsAmt
Qualifying Distributions$24,007QualifyingDistributionsAmt
Adjusted Qualifying Distri$24,007AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,941DistributableAsAdjustedAmt
Undistributed Income PY$3,483UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$100,700ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$434,512ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,500ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$330,809ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$30,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$908,521TotalExcessDistributionCyovAmt
Qualifying Distributions$24,007QualifyingDistributionsAmt
Remaining Distri From Corpus$24,007RemainingDistriFromCorpusAmt
Total Corpus$932,528TotalCorpusAmt
Taxable2$3,483Taxable2Amt
Undistributed Income CY$2,941UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$100,700ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$831,828ExcessDistriCyovToNextYrAmt
Excess From Year4$434,512ExcessFromYear4Amt
Excess From Year3$12,500ExcessFromYear3Amt
Excess From Year2$330,809ExcessFromYear2Amt
Excess From Year1$30,000ExcessFromYear1Amt
Excess From Current Year$24,007ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Plumstead Christian School
5765 Old Easton RoadPlumsteadvillePA18949PFEducational service$19,007
Trinity OPC Church
151 W County Line RoadHatboroPA19040PFReligious service$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,007TotalGrantOrContriPdDurYrAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

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

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