HAMILTON FAMILY STEWARDSHIP FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: HAMILTON FAMILY STEWARDSHIP FOUNDATION INC (EIN 45-4089010)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2017-01-13
IRS object ID: 201730139349100303
Schema version: 2015v3.0
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
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-01-13T07:37:46-08:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GIBSONMAYER LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	301 OXFORD VALLEY ROAD SUITE 1202A	AddressLine1Txt
City	YARDLEY	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19067	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	454089010	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HAMILTON FAMILY STEWARDSHIP FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HAMI	BusinessNameControlTxt
Phone	2158604201	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	48 WOODHILL ROAD	AddressLine1Txt
City	NEWTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18940	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DOUGLAS S HAMILTON DIRECTOR	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	2158604201	PhoneNum
Signature	2017-01-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN P MAYER CPA	PreparerPersonNm
Phone	2153693300	PhoneNum
Preparation	2017-01-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$91,569	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$0	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,575	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$527	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$60	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$2,162	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$330,809	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$330,809	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$332,971	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$330,809	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$332,971	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$424,540	CashBOYAmt
Cash EOY	$91,569	CashEOYAmt
Cash EOYFMV	$91,569	CashEOYFMVAmt
Total Assets BOY	$424,540	TotalAssetsBOYAmt
Total Assets EOY	$91,569	TotalAssetsEOYAmt
Total Assets EOYFMV	$91,569	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$424,540	UnrestrictedBOYAmt
Unrestricted EOY	$91,569	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$424,540	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$91,569	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$424,540	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$91,569	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$424,540	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$332,971	ExcessRevenueOverExpensesAmt
Subtotal	$91,569	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$91,569	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Adjusted Qlfy Distri Yr1	$12,500	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$424,673	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.029434	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$474,152	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$792,804	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.598070	DistributionYr2Rt
Distribution Yr3	0.000000	DistributionYr3Rt
Distribution Yr4	0.000000	DistributionYr4Rt
Total Distribution	0.627504	TotalDistributionRt
Average Distribution	0.156876	AverageDistributionRt
Net Vl Noncharitable Assets	$254,183	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$39,875	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$39,875	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$330,809	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	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	DOUGLAS S HAMILTON	IndividualWithBooksNm
Phone	2158604201	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	48 WOODHILL ROAD	AddressLine1Txt
City	NEWTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18940	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	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
DOUGLAS S HAMILTON
48 WOODHILL ROAD	NEWTOWN	PA	18940	DIRECTOR	0	$0	$0	$0
BEVERLY R HAMILTON
48 WOODHILL ROAD	NEWTOWN	PA	18940	DIRECTOR	0	$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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$258,054	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$258,054	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$258,054	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,871	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$254,183	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$12,709	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$12,709	MinimumInvestmentReturnAmt
Distributable Before Adj	$12,709	DistributableBeforeAdjAmt
Distributable Before Ded	$12,709	DistributableBeforeDedAmt
Distributable As Adjusted	$12,709	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$330,809	ExpensesAndContributionsAmt
Qualifying Distributions	$330,809	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$330,809	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$12,709	DistributableAsAdjustedAmt
Undistributed Income PY	$21,234	UndistributedIncomePYAmt
Excess Distribution Cyov Yr3	$100,700	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$434,512	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$12,500	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$547,712	TotalExcessDistributionCyovAmt
Qualifying Distributions	$330,809	QualifyingDistributionsAmt
Remaining Distri From Corpus	$330,809	RemainingDistriFromCorpusAmt
Total Corpus	$878,521	TotalCorpusAmt
Taxable2	$21,234	Taxable2Amt
Undistributed Income CY	$12,709	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$878,521	ExcessDistriCyovToNextYrAmt
Excess From Year3	$100,700	ExcessFromYear3Amt
Excess From Year2	$434,512	ExcessFromYear2Amt
Excess From Year1	$12,500	ExcessFromYear1Amt
Excess From Current Year	$330,809	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Plumstead Christian School
5765 Old Easton Road	Plumsteadville	PA	18949	PF	Educational service	$255,809
Trinity OPC Church
151 W County Line Road	Hatboro	PA	19040	PF	Religious service	$75,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$330,809	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	Bank Fees	Desc
Revenue And Expenses Per Books	$60	RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Misc State Filings	CategoryTxt
Amt	$527	Amt

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