Nonprofit · EIN 82-1671948
HAMILTON FAMILY CHARITABLE TRUST
Tax-exempt · WAYNE, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $49,391,868 | $21,752,732 | $27,639,136 | $232,133,298 | $0 | $232,133,298 |
| December 31, 2023 | 990-PF | $43,913,267 | $16,714,616 | $27,198,651 | $204,494,162 | $0 | $204,494,162 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $38,449,639
- Dividends
- $7,202,327
- Interest
- $53,918
- Net gain from sales of assets
- $3,250,939
- Other income
- $435,045
Expenses
- Grants and similar amounts paid
- $16,994,495
- Compensation of officers, directors and key employees
- $1,565,778
- Salaries, compensation and benefits (total)
- $997,063
- Disbursements for charitable purposes
- $19,790,537
- Excise tax on investment income
- $126,030
Balance sheet and other
- Total assets, start of year
- $204,494,162
- Total assets, end of year
- $232,133,298
- Total liabilities, end of year
- $0
- Net assets, end of year
- $232,133,298
- Fair market value of assets
- $306,703,477
- Qualifying distributions
- $19,790,537
- Net investment income
- $10,857,457
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARGARET H DUPREY 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | BOARD CHAIR, TRUSTEE | 3 | $313,156 | $0 |
| NATHANIEL P HAMILTON 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | CO-VICE CHAIR, TRUSTEE | 3 | $313,156 | $0 |
| S MATTHEWS V HAMILTON JR 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | CO-VICE CHAIR, TRUSTEE | 3 | $313,156 | $0 |
| BARBARA R COBB 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | TREASURER, TRUSTEE | 3 | $313,156 | $0 |
| FRANCIS J MIRABELLO 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | TRUSTEE | 5 | $313,156 | $0 |
| CHEKEMMA FULMORE - TOWNSEND 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | PRESIDENT Highest-paid employee | 40 | $270,820 | $58,532 |
| SUSAN R MURRAY 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $163,561 | $58,569 |
| MARYUM DARBY-MADISON 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | PROGRAM MANAGER Highest-paid employee | 40 | $120,320 | $39,219 |
| SARAH VANCE 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | DIRECTOR, BLUE GARDE Highest-paid employee | 25 | $106,752 | $13,917 |
| DAVID QUARRY 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | GARDEN MANAGER Highest-paid employee | 32 | $91,226 | $45,602 |
| CHEKEMMA FULMORE - TOWNSEND 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | PRESIDENT | 40 | $0 | $0 |
| SUSAN R MURRAY 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | ASST TREASURER | 40 | $0 | $0 |
| DANA M HENZLER 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | SECRETARY | 40 | $0 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHEKEMMA FULMORE - TOWNSEND 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | PRESIDENT Highest-paid employee | 40 | $249,444 | $40,439 |
| MARGARET H DUPREY 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | BOARD CHAIR, TRUSTEE | 3 | $243,592 | $0 |
| NATHANIEL P HAMILTON 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | CO-VICE CHAIR, TRUSTEE | 3 | $243,592 | $0 |
| S MATTHEWS V HAMILTON JR 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | CO-VICE CHAIR, TRUSTEE | 3 | $243,592 | $0 |
| BARBARA R COBB 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | TREASURER, TRUSTEE | 3 | $243,592 | $0 |
| FRANCIS J MIRABELLO 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | TRUSTEE | 5 | $243,591 | $0 |
| SUSAN R MURRAY 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $152,168 | $60,976 |
| MARYUM DARBY-MADISON 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | PROGRAM MANAGER Highest-paid employee | 40 | $113,569 | $25,340 |
| SARAH VANCE 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | DIRECTOR, BLUE GARDE Highest-paid employee | 25 | $97,583 | $11,248 |
| DAVID QUARRY 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | GARDEN MANAGER Highest-paid employee | 32 | $85,180 | $43,034 |
| CHEKEMMA FULMORE - TOWNSEND 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | PRESIDENT | 40 | $0 | $0 |
| SUSAN R MURRAY 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | ASST TREASURER | 40 | $0 | $0 |
| DANA M HENZLER 200 EAGLE ROAD SUITE 308, WAYNE, PA 19087 | SECRETARY | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 EAGLE RD STE 308, WAYNE, PA 19087-3115
- Signed the 990-PF
- BARBARA COBB, TRUSTEE
- Phone
- (610) 293-2225
- Website
- HFCTRUST.ORG
- Return prepared by
- H2R CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-1671948
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $232,133,298
- Income (IRS master file)
- $84,328,473
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $49,391,868 | $21,752,732 | $232,133,298 | IRS |
| 990-PF | December 2023 | $43,913,267 | $16,714,616 | $204,494,162 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-1671948).
Questions about HAMILTON FAMILY CHARITABLE TRUST
- What is the EIN of HAMILTON FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of HAMILTON FAMILY CHARITABLE TRUST is 82-1671948.
- Is HAMILTON FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to HAMILTON FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAMILTON FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAMILTON FAMILY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAMILTON FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HAMILTON FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 10 received compensation from the organization, the highest $313,156 (MARGARET H DUPREY, BOARD CHAIR, TRUSTEE).
- How much revenue does HAMILTON FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $49,391,868, expenses of $21,752,732 and total assets of $232,133,298 at year end.
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All nonprofits in WAYNE · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations