Hamilton Fam Foundation Tr

Hamilton James C Jr Ttee

Richmond, VA
Tax-exempt since Jan. 1997
EIN: 54-6402636

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$480k (2024)

Expenses

$178k (2024)

Total Assets

$3.18M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$479,604

Expenses

$178,223

Net Income

$301,381

Net Assets

$3,177,759

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,080	83.4%
Interest Revenue	$0
Dividends	$78,161	16.3%
Sales of Assets	$1,363	0.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,263	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,177,759
Total Liabilities	$0
Net Assets	$3,177,759

Compensation

Key Employees and Officers	Compensation	Other
James C Hamilton (Trustee)	$0	$0
Helen H Horsley (Trustee)	$0	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$879,939

Expenses

$237,530

Net Income

$642,409

Net Assets

$3,267,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$398,557	45.3%
Interest Revenue	$0
Dividends	$68,414	7.8%
Sales of Assets	$408,521	46.4%
Other Income	$4,447	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$235,253	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,267,195
Total Liabilities	$0
Net Assets	$3,267,195

Compensation

Key Employees and Officers	Compensation	Other
James C Hamilton (Trustee)	$0	$0
Helen H Horsley (Trustee)	$0	$0

990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$185,972

Expenses

$189,136

Net Income

-$3,164

Net Assets

$2,967,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,825	32.2%
Sales of Assets	$126,147	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,247	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,967,412
Total Liabilities	$0
Net Assets	$2,967,412

Compensation

Key Employees and Officers	Compensation	Other
James C Hamilton (Trustee)	$0	$0
Helen H Horsley (Trustee)	$0	$0

990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,220,706

Expenses

$143,765

Net Income

$1,076,941

Net Assets

$2,970,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$529,320	43.4%
Interest Revenue	$0
Dividends	$69,477	5.7%
Sales of Assets	$621,909	50.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,324	92.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,970,576
Total Liabilities	$0
Net Assets	$2,970,576

Compensation

Key Employees and Officers	Compensation	Other
James C Hamilton (Trustee)	$0	$0
Helen H Horsley (Trustee)	$0	$0

990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$839,250

Expenses

$127,379

Net Income

$711,871

Net Assets

$2,115,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$404,298	48.2%
Interest Revenue	$0
Dividends	$70,252	8.4%
Sales of Assets	$364,700	43.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,406	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,115,455
Total Liabilities	$1
Net Assets	$2,115,454

Compensation

Key Employees and Officers	Compensation	Other
James C Hamilton (Trustee)	$0	$0
Helen H Horsley (Trustee)	$0	$0

990-PF

Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$203,411

Expenses

$122,539

Net Income

$80,872

Net Assets

$1,801,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,975	2.9%
Interest Revenue	$0
Dividends	$62,207	30.6%
Sales of Assets	$135,229	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,729	82.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,801,923
Total Liabilities	$1
Net Assets	$1,801,922

Compensation

Key Employees and Officers	Compensation	Other
James C Hamilton (Trustee)	$0	$0
Helen H Horsley (Trustee)	$0	$0

990-PF

Filed on June 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$1,382,042

Expenses

$94,982

Net Income

$1,287,060

Net Assets

$1,723,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$696,610	50.4%
Interest Revenue	$0
Dividends	$57,658	4.2%
Sales of Assets	$627,774	45.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,656	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,723,499
Total Liabilities	$0
Net Assets	$1,723,499

Compensation

Key Employees and Officers	Compensation	Other
James C Hamilton (Trustee)	$0	$0
Helen H Horsley (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$406,043

Expenses

$81,478

Net Income

$324,565

Net Assets

$1,026,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$191,038	47.0%
Interest Revenue	$0
Dividends	$47,341	11.7%
Sales of Assets	$167,664	41.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,135	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,026,122
Total Liabilities	$0
Net Assets	$1,026,122

Compensation

Key Employees and Officers	Compensation	Other
James C Hamilton (Trustee)	$0	$0
Helen H Horsley (Trustee)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$154,383

Expenses

$77,733

Net Income

$76,650

Net Assets

$869,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	64.8%
Interest Revenue	$0
Dividends	$54,383	35.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,001	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$869,183
Total Liabilities	$0
Net Assets	$869,183

Compensation

Key Employees and Officers	Compensation	Other
James C Hamilton (Trustee)	$0	$0
Helen H Horsley (Trustee)	$0	$0

990-PF

Filed on May 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$137,576

Expenses

$79,463

Net Income

$58,113

Net Assets

$792,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	72.7%
Interest Revenue	$0
Dividends	$42,081	30.6%
Sales of Assets	-$4,505
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,794	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$792,533
Total Liabilities	$0
Net Assets	$792,533

Compensation

Key Employees and Officers	Compensation	Other
James C Hamilton (Trustee)	$0	$0
Helen H Horsley (Trustee)	$0	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$167,635

Expenses

$68,031

Net Income

$99,604

Net Assets

$734,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	59.7%
Interest Revenue	$0
Dividends	$39,334	23.5%
Sales of Assets	$26,817	16.0%
Other Income	$1,484	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,735	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$734,522
Total Liabilities	$0
Net Assets	$734,522

Compensation

Key Employees and Officers	Compensation	Other
James C Hamilton (Trustee)	$0	$0
Helen H Horsley (Trustee)	$0	$0

990-PF

Filed on May 15, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$29,820

Expenses

$57,371

Net Income

-$27,551

Net Assets

$634,718

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5	0.0%
Sales of Assets	$29,815	100.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,091	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$634,718
Total Liabilities	$0
Net Assets	$634,718

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$143,476

Expenses

$48,439

Net Income

$95,037

Net Assets

$662,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,543	28.3%
Interest Revenue	$0
Dividends	$6	0.0%
Sales of Assets	$102,555	71.5%
Other Income	$372	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,975	94.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$662,469
Total Liabilities	$0
Net Assets	$662,469

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$45,358

Expenses

$42,256

Net Income

$3,102

Net Assets

$567,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,286	53.5%
Sales of Assets	$21,072	46.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,681	91.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$567,432
Total Liabilities	$0
Net Assets	$567,432

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Hamilton Fam Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $480k (2024)

Expenses $178k (2024)

Total Assets $3.18M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$480k (2024)

Expenses

$178k (2024)

Total Assets

$3.18M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2015

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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2011

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Fiscal Year Ending Dec.
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