Hamilton Family Charitable Trust
- Assets
- $141.9m
- Revenue
- $43.8m
- Investments
- $126.5m
- Employees
- 0
- Location
- Wayne, PA
- Founding
- 09/2017
- Data as of
- 12/2021
- EIN
- 82-1671948
Organization Overview
Hamilton Family Charitable Trust is located in Wayne, PA. The organization was established in 2017. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Hamilton Family Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Hamilton Family Charitable Trust generated $43.8m in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 7.5% each year. All expenses for the organization totaled $9.1m during the year ending 12/2021. While expenses have increased by 16.9% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Hamilton Family Charitable Trust has awarded 152 individual grants totaling $8,018,502. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nancy Wingo Executive Director | 40 | $330,957 | |
Susan Murray Asst Treasurer | 40 | $0 | |
Margaret H Duprey Co-Vice Chair | 3 | $118,290 | |
Nathaniel P Hamilton Co-Vice Chair | 3 | $118,290 | |
S Matthews V Hamilton Jr Board Chair | 3 | $118,290 | |
Barbara R Cobb Treasurer | 3 | $118,289 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $35,788,902 |
| Interest on Savings | $91,974 |
| Dividends & Interest | $3,044,468 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $4,836,161 |
| Capital Gain Net Income | $4,836,161 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $24,845 |
| Total Revenue | $43,786,350 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $591,448 |
| Other employee salaries and wages | $789,092 |
| Pension plans, employee benefits | $232,654 |
| Interest | $65 |
| Taxes | $159,697 |
| Depreciation | $0 |
| Occupancy | $66,972 |
| Travel, conferences, and meetings | $10,233 |
| Printing and publications | $0 |
| Other expenses | $305,346 |
| Total operating and administrative expenses | $2,578,955 |
| Contributions, gifts, grants paid | $6,519,629 |
| Total expenses and disbursements | $9,098,584 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $13,020,593 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $1,619,098 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $28,329,935 |
| Net Land, buildings, and equipment | $724,887 |
| Other assets | $47,361 |
| Total assets | $141,914,105 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Hamilton Family Charitable Trust has awarded $4,015,283 in support to 68 organizations.
| Grant Recipient | Amount |
|---|---|
Philadelphia, PA PURPOSE: TREASURES OF THE FRANKLIN INSTITUTE GALLERY CAPITAL CAMPAIGN | $1,000,000 |
PHILADELPHIA MUSEUM OF ART PURPOSE: EDUCATIONAL PROGRAMMING FOR SCHOOL CHILDREN | $500,000 |
NEWPORT COUNTY YMCA PURPOSE: COLLABORATE-CREATE-INSPIRE CAPITAL CAMPAIGN TO SUPPORT OUR RHODYSQUASH PROGRAM | $500,000 |
Exton, PA PURPOSE: THE BOYS CAMPAIGN | $250,000 |
Philadelphia, PA PURPOSE: CAPITAL CAMPAIGN FOR STUDENT LOUNGE AND FILM SCREENING ROOM | $150,000 |
STEPPINGSTONE SCHOLARS INC PURPOSE: TSA & MIDDLE GRADES ACADEMY | $125,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Hamilton Family Charitable Trust has recieved totaling $8,952,911.
| Awarding Organization | Amount |
|---|---|
Svf Foundation Newport, RI PURPOSE: THE FOUNDATION WAS STARTED BY DORRANCE HAMILTON. THE BALANCE IN THE RESERVE ACCOUNT WAS DONATED BACK TO THE HAMILTON FAMILY ORGANIZATION WITH CERTAIN RESTRICTIONS. | $8,952,911 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Redhill Foundation-Sam And Jean Rothberg Family Charitable Trust New York, NY | $42,979,654 | $7,387,635 |
Stadler Family Charitable Foundation Inc Titusville, NJ | $29,757,304 | $26,067,204 |
The Grateful Lives Foundation Wilmington, DE | $671,624,478 | $48,426,740 |
Robert W Wilson Charitable Tr New York, NY | $246,803,641 | $15,248,568 |
The Zegar Family Foundation New York, NY | $255,794,688 | $35,430,517 |
Lenfest Foundation Inc Philadelphia, PA | $0 | $560,962 |
The Blackrock Charitable Foundation New York, NY | $304,949,202 | $10,722,340 |
Zankel Fund New York, NY | $8,426,526 | $6,600,017 |
Crystal Trust Ua Dtd 12-25-47 Irenee Dupont Jr Ttee Montchanin, DE | $288,226,063 | $32,506,410 |
Estee Lauder Companies Charitable Foundation New York, NY | $35,974,866 | $21,957,506 |
Theodore J Forstmann Charitable Trust New York, NY | $79,816,371 | $674,210 |
The Carol A Ammon Foundation Albany, NY | $10,088,469 | $6,097,174 |