Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 487,500 | 277,261 | 540,321 | 311,750 | 545,160 | 2,161,992 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 487,500 | 277,261 | 540,321 | 311,750 | 545,160 | 2,161,992 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 1,075,212 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 1,086,780 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 487,500 | 277,261 | 540,321 | 311,750 | 545,160 | 2,161,992 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 0 | |||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 2,928 | 2,928 | ||||
| 11 | Total support Add lines 7 through 10. | 2,164,920 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | 14000265 |
| Software Version: | 2014v6.0 |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings | The organization has no committees with the power to act on behalf of the governing body, therefore there is no such documentation. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | Due to time constraints, the board of directors plans to review the form 990 after it is filed with the IRS. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The organization requires each fiduciary to sign an annual statement that he or she has received a copy of the corporations conflict of interest policy, has read and understands the policy, agrees to comply with the policy, understands that the policy applies to the board of directors and all committees having board-delegated powers, and understands that the corporation is a tax-exempt organization and that in order for it to maintain its tax-exempt status, it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The organization makes its governing documents, financial statements, and conflict of interest policy available to the public upon request. |
| Amended Explanation | The Alexander Hamilton Society is filing an amended return for the calendar year ended December 31, 2014. This amended return is being filed in response to the organizations 2014 audit being completed on July 25, 2016. The final audited financial statements caused a reduction in total net assets in the amount of $15,899, when compared to the originally filed 2014 Form 990. Overall revenues were reduced by $7,500, and expenses increased by $8,399, when compared to the originally filed 2014 Form 990.In addition to the changes in net assets discussed above, there were also changes to the organizations Schedule A, Public Charity Status and Public Support schedule, and the organizations Schedule B, Schedule of Contributors. These changes affected the excess contribution amounts on Line 5 of Schedule A, Part II. Even though the organization is within its first five years of operations, it is necessary to correct these amounts for future calculations.Below we have outlined in more detail, specific changes to the Form 990 and related schedules, as a result of the items mentioned above.Form 990, Page 1, Line B: Checked Address Change boxForm 990, Page 1, Line C: Changed address to current addressForm 990, Page 1, Line F: Changed Principal Officer to current officer that will be signing the amended returnForm 990, Page 1, Line G: Decreased gross receipts from $557,283 to $549,783.Form 990, Page 1, Line 1: Updated organizations mission.Form 990, Page 1, Line 8 (current year): Decreased from $552,660 to $545,160. See Form 990, page 9 for detail.Form 990, Page 1, Line 15 (current year): Increased from $224,020 to $226,020. See Form 990, page 10 for detail.Form 990, Page 1, Line 17 (current year): Increased from $262,361 to $268,760. See Form 990, page 2 and page 10 for detail.Form 990, Page 1, Line 18 (current year): Increased from $486,381 to $494,780 due to above changes.Form 990, Page 1, Line 19 (current year): Decreased from $70,902 to $55,003 due to above changes.Form 990, Page 1, Line 20 (current year): Decreased from $250,823 to $234,924. See Form 990, page 11 for detail.Form 990, Page 1, Line 22 (current year): Decreased from $236,778 to $220,879 due to above changes.Form 990, Page 1, Signature Block: Updated Signing Officers name and Paid Preparer information.Form 990, Page 2, Line 1: Updated organizations mission.Form 990, Page 2, Line 4a: Decreased expenses from $414,646 to $413,683. Also, added description of program.Form 990, Page 3, 11f: Changed box from NO to YES due to completion of audit.Form 990, Page 3, 12a: Changed box from NO to YES due to completion of audit.Form 990, Page 6, Line 20: Updated to new address per page 1.Form 990, Page 9, Line 1f: Reduced from $552,660 to $545,160.Form 990, Page 10, Line 5: Increased from $162,732 to $164,732, and changes in associated allocations.Form 990, Page 10, Line 13: Increased from $9,035 to $10,768, and changes in associated allocations.Form 990, Page 10, Line 17: Decreased from $76,518 to $76,448, and changes in associated allocations.Form 990, Page 10, Line 19: Decreased from $140,618 to $136,954, and changes in associated allocations.Form 990, Page 10, Line 24(a): Increased from $0 to $8,400 (bad debt expense).Form 990, Page 11, Line 1 (end of year): Increased from $79,832 to $79,834.Form 990, Page 11, Line 3 (end of year): Decreased from $163,500 to $147,600.Form 990, Page 11, Line 10c (end of year): Decreased from $5,791 to $5,790.Form 990, Page 11, Line 16 (end of year): Decreased from $250,823 to $234,924.Form 990, Page 11, Line 27 (end of year): Decreased from $226,439 to $219,379.Form 990, Page 11, Line 28 (end of year): Decreased from $10,339 to $1,500.Form 990, Page 11, Line 33 (end of year): Decreased from $250,823 to $234,924.Form 990, Page 12, Line 1: Decreased from $557,283 to $549,783.Form 990, Page 12, Line 2: Increased from $486,381 to $494,780.Form 990, Page 12, Line 10: Decreased from $236,778 to $220,879.Form 990, Page 12, Line 2b: Changed from NO to YES due to completion of audit.Form 990, Page 12, Line 2c: Changed to YES due to completion of audit.Schedule A, Page 2, Line 1e & 7e: Decreased from $552,660 to $545,160.Schedule A, Page 2, Line 5: Decreased from $1,529,768 to $1,075,212.Schedule A, Page 2, Line 6: Increased fro $639,724 to $1,086,780.Schedule A, Page 2, Line 11: Increased from $2,172,420 to $2,164,920.Schedule B (non public): Some names of donors have been updated to reflect actual donor organizations.Schedule D, Page 4, Line 1, Part XI: Increased from $0 to $549,783 due to completion of audit.Schedule D, Page 4, Line 3, Part XI: Increased from $0 to $549,783 due to completion of audit.Schedule D, Page 4, Line 5, Part XI: Increased from $0 to $549,783 due to completion of audit.Schedule D, Page 4, Line 1, Part XII: Increased from $0 to $494,780 due to completion of audit.Schedule D, Page 4, Line 3, Part XII: Increased from $0 to $494,780 due to completion of audit.Schedule D, Page 4, Line 5, Part XII: Increased from $0 to $494,780 due to completion of audit.Schedule D, Page 4, Part XIII: Added FIN 48 footnote due to completion of audit. |
| Software ID: | 14000265 |
| Software Version: | 2014v6.0 |