Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
HAMILTON FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)200 EAGLE ROAD SUITE 308
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WAYNE, PA19087
A Employer identification number

82-1671948
B Telephone number (see instructions)

(610) 293-2225
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$48,779,782J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 31,783,847
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 795,699 754,662  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 221,115
b Gross sales price for all assets on line 6a 4,221,771
7 Capital gain net income (from Part IV, line 2)... 221,115
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,087 337  
12 Total. Add lines 1 through 11........ 32,801,748 976,114  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 148,035 0   148,035
14 Other employee salaries and wages...... 261,366 0   261,366
15 Pension plans, employee benefits....... 18,455 0   18,455
16a Legal fees (attach schedule)......... Click to see attachment 18,480 0   18,480
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 90,204 59,455   30,749
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 79,411 28,341   41,462
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 46,626 0   46,626
21 Travel, conferences, and meetings....... 26,903 0   26,903
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 180,340 0   180,340
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 869,820 87,796   772,416
25 Contributions, gifts, grants paid....... 4,003,219 4,003,219
26 Total expenses and disbursements. Add lines 24 and 25 4,873,039 87,796   4,775,635
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 27,928,709
b Net investment income (if negative, enter -0-) 888,318
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 16,579,521 9,693,683 9,694,278
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment698,015 913,124
b Investments—corporate stock (attach schedule)....... 6,945,177 Click to see attachment36,636,266 32,385,679
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment2,635,800 2,331,485
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 Click to see attachment1,780,870 1,683,355
14 Land, buildings, and equipment: basis bullet1,750,000
Less: accumulated depreciation (attach schedule) bullet   1,750,000 1,750,000 1,750,000
15 Other assets (describe bullet) Click to see attachment21,861 Click to see attachment21,861 Click to see attachment21,861
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,296,559 53,216,495 48,779,782
Liabilities 17 Accounts payable and accrued expenses..........   0
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 25,296,559 53,216,495
30 Total net assets or fund balances (see instructions)..... 25,296,559 53,216,495
31 Total liabilities and net assets/fund balances (see instructions). 25,296,559 53,216,495
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
25,296,559
2
Enter amount from Part I, line 27a .....................
2
27,928,709
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
70
4
Add lines 1, 2, and 3 ..........................
4
53,225,338
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,843
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
53,216,495
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ST COVERED G/L 50621 P    
b ST COVERED G/L 50604 P    
c ST COVERED G/L 50607 P    
d ST COVERED G/L 50733 P    
e ST COVERED G/L 50173 P    
LT COVERED G/L 50173 P    
ST COVERED G/L 50209 P    
ST COVERED G/L 50172 P    
ST COVERED G/L 50208 P    
ST COVERED G/L 50615 P    
ST COVERED G/L 50611 P    
ST COVERED G/L 50613 P    
ST COVERED G/L 50732 P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 233,625   243,406 -9,781
b 180,339   193,323 -12,984
c 276,397   264,223 12,174
d 750,000   755,673 -5,673
e 538,255   500,840 37,415
201,745   209,328 -7,583
98,084   100,100 -2,016
251,719   234,379 17,340
198,562   202,773 -4,211
83,106   86,645 -3,539
75,480   79,931 -4,451
95,344   90,943 4,401
1,030,000   1,039,092 -9,092
209,115     209,115
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -9,781
b       -12,984
c       12,174
d       -5,673
e       37,415
      -7,583
      -2,016
      17,340
      -4,211
      -3,539
      -4,451
      4,401
      -9,092
      209,115
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 221,115
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 273,500 5,709,666 0.047901
2016      
2015      
2014      
2013      
2
Total of line 1, column (d) .....................
2
0.047901
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047901
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
32,975,928
5
Multiply line 4 by line 3......................
5
1,579,580
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
8,883
7
Add lines 5 and 6........................
7
1,588,463
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,775,635
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 8,883
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,883
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,883
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 12,962
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,962
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 58
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 4,021
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4,021 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA, FL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletHFCTRUST.ORG
    14
    The books are in care ofbulletHAMILTON FAMILY CHARITABLE TRUST Telephone no.bullet (610) 293-2225

    Located atbullet200 EAGLE ROAD SUITE 308WAYNEPA ZIP+4bullet19087
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NATHANIEL P HAMILTON TRUSTEE & BOARD CHAIR
    3.00     		29,607 0 0
    200 EAGLE ROAD SUITE 308
    WAYNE,PA19087
    MARGARET H DUPREY TRUSTEE & VICE PRESIDENT
    3.00     		29,607 0 0
    200 EAGLE ROAD SUITE 308
    WAYNE,PA19087
    S MATTHEWS V HAMILTON JR TRUSTEE & VICE PRESIDENT
    3.00     		29,607 0 0
    200 EAGLE ROAD SUITE 308
    WAYNE,PA19087
    BARBARA R COBB TRUSTEE & TREASURER
    3.00     		29,607 0 0
    200 EAGLE ROAD SUITE 308
    WAYNE,PA19087
    FRANCIS J MIRABELLO TRUSTEE
    3.00     		29,607 0 0
    200 EAGLE ROAD SUITE 308
    WAYNE,PA19087
    NANCY BRENT WINGO EXECUTIVE DIRECTOR
    3.00     		0 0 0
    200 EAGLE ROAD SUITE 308
    WAYNE,PA19087
    CINDY SMITH ASST TREASURER
    5.00     		0 0 0
    200 EAGLE ROAD SUITE 308
    WAYNE,PA19087
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    SARAH VANCE DIRECTOR, BLUE GARDE
    40.00     		72,800 4,475 0
    200 EAGLE ROAD SUITE 308
    WAYNE,PA19087
    DAVID QUARRY MAINTENANCE MANAGER
    40.00     		62,411 4,017 0
    200 EAGLE ROAD SUITE 308
    WAYNE,PA19087
    JANE SOMERS GRANTS MANAGER
    25.00     		56,718 3,336 0
    200 EAGLE ROAD SUITE 308
    WAYNE,PA19087
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    GOLDMAN SACHS & CO LLC INVESTMENT MANAGEMENT 59,434
    1735 MARKET STREET 26TH FLOOR
    PHILADELPHIA,PA19103
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    30,730,438
    b
    Average of monthly cash balances.......................
    1b
    2,747,662
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    33,478,100
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    33,478,100
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    502,172
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    32,975,928
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,648,796
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,648,796
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    8,883
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,883
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,639,913
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,639,913
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,639,913
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    4,775,635
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    4,775,635
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    8,883
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,766,752
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,639,913
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 73,144
    fTotal of lines 3a through e........ 73,144
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,775,635
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,639,913
    e Remaining amount distributed out of corpus 3,135,722
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 3,208,866
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		3,208,866
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 73,144
    e Excess from 2018.... 3,135,722
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    NANCY BRENT WINGO EXECUTIVE DIRECTO
    200 EAGLE RD SUITE 308
    WAYNE,PA19087
    (610) 293-2225
    NWINGO@HFCTRUST.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    GUIDELINES AND CHECKLISTS MAY BE FOUND ON WEBSITE, HFCTRUST.ORG. INCOMPLETE APPLICATIONS WILL NOT BE CONSIDERED BY THE TRUSTEES.
    cAny submission deadlines:
    CHECK DEADLINES ON THE WEBSITE, HFCTRUST.ORG DIRECTORS MEET QUARTERLY.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE TRUST CONSIDERS REQUESTS FROM NON-PROFITS WHO PROVIDE ROBUST, DATA-DRIVEN IN-SCHOOL, AFTER-SCHOOL AND SUMMER LITERACY ENRICHMENT PROGRAMING. THE TRUST PROVIDES FUNDING FOR PROJECTS SERVING CHILDREN AND YOUTH IN GRADES K-12 IN THE CITIES OF PHILADELPHIA, CHESTER AND CAMDEN AND THE COUNTIES OF PHILADELPHIA, DELAWARE, MONTGOMERY, CHESTER AND CAMDEN.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BARNES FOUNDATION
    2025 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19130     		NONE PC K-8 EDUCATIONAL PROGRAMS 10,000
    CAMDEN CITY GARDEN CLUB
    3 RIVERSIDE DRIVE
    CAMDEN,NJ08103     		NONE PC YOUTH EMPLOYMENT AND TRAINING PROGRAM 25,000
    CATHOLIC PARTNERSHIP SCHOOLS
    808 MARKET STREET
    CAMDEN,NJ08102     		NONE PC LITERACY INITIATIVES 20,000
    CENTER FOR AQUATIC SCIENCES
    1 RIVERSIDE DRIVE
    CAMDEN,NJ08103     		NONE PC CAUSE PROGRAM 30,000
    CHRIST LUTHERAN COMMUNITY OUTREACH CORP
    7240 WALNUT STREET
    UPPER DARBY,PA19082     		NONE PC 2018 SUMMER DAY CAMP 12,500
    CRADLES TO CRAYONS
    30 CLIPPER ROAD WEST
    CONSHOHOCKEN,PA19428     		NONE PC READY FOR SCHOOL PROGRAM 15,000
    ESF DREAM CAMP FOUNDATION
    750 E HAVERFORD ROAD
    BRYN MAWR,PA19010     		NONE PC AFTER-SCHOOL PROGRAM, SUMMER CAMP 10,000
    HISTORIC FAIR HILL INC
    5501 GERMANTOWN AVE
    PHILADELPHIA,PA19144     		NONE PC SCHOOL PARTNERSHIP PROGRAM 25,000
    NATIONAL SOCIETY OF COLONIAL DAMES PA
    1630 LATIMER STREET
    PHILADELPHIA,PA19103     		NONE PC HISTORY HUNTERS YOUTH REPORTER PROGRAM 15,000
    PENNSYLVANIA HORTICULTURAL SOCIETY
    100 N 20TH STREET
    PHILADELPHIA,PA19103     		NONE PC GREEN CITY TEACHERS PROGRAM 5,000
    PHILADELPHIA EDUCATION FUND
    1709 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19103     		NONE PC COLLEGE ACCESS PROGRAM 5,000
    ROCK TO THE FUTURE
    1602 FRANKFORD AVE
    PHILADELPHIA,PA19125     		NONE PC AFTER-SCHOOL PROGRAM AND COLLEGE TOURS 10,000
    SPARK PROGRAM
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		NONE PC SPARK PHILADELPHIA PROGRAM 10,000
    ST AUGUSTINE ACADEMY
    1208 GREEN STREET
    NORRISTOWN,PA19401     		NONE PC AFTER-SCHOOL ENRICHMENT PROGRAM 7,500
    STEPPINGSTONE SCHOLARS INC
    301 CECIL B MOORE AVENUE
    PHILADELPHIA,PA19102     		NONE PC TSA & MIDDLE GRADES ACADEMY 75,000
    TALLER PUERTORRIQUENO INC
    2600 N 5TH STREET
    PHILADELPHIA,PA19133     		NONE PC AFTER-SCHOOL AND SUMMER ARTS EDUCATION 3,000
    ARDEN THEATRE COMPANY
    40 N 2ND ST
    PHILADELPHIA,PA19106     		NONE PC ARDEN'S CHILDRENS THEATRE/AFA 50,000
    BOYS LATIN OF PHILADELPHIA CHARTER SCHOOL
    5501 CEDAR AVE
    PHILADELPHIA,PA19143     		NONE PC MIDDLE SCHOOL SUPPORTED READING PROGRAM 12,500
    BOYS LATIN OF PHILADELPHIA CHARTER SCHOOL
    5501 CEDAR AVE
    PHILADELPHIA,PA19143     		NONE PC HIGH SCHOOL SUPPORTED READING PROGRAM 15,000
    BREAKTHROUGH OF GREATER PHILADELPHIA
    34 W COULTER ST
    PHILADELPHIA,PA19144     		NONE PC SIX-YEAR ACADEMIC PROGRAM 12,000
    CHESTER CHILDREN'S CHORUS
    500 COLLEGE AVENUE
    SWARTHMORE,PA19081     		NONE PC SUMMER LEARNING PROGRAM 30,000
    CHESTER COUNTY FUTURES
    704 HAYWOOD DR
    EXTON,PA19341     		NONE PC GENERAL OPERATING SUPPORT 7,500
    COLLEGE POSSIBLE PHILADELPHIA
    2000 HAMILTON ST SUITE 303
    PHILADELPHIA,PA19130     		NONE PC COLLEGE PREP SUPPORT PROGRAM 7,500
    CRISTO REY PHILADELPHIA HIGH SCHOOL
    1717 W ALLEGHENY AVE
    PHILADELPHIA,PA19132     		NONE PC PREP FOR SUCCESS BOOT CAMP 12,500
    GARAGE COMMUNITY CENTER
    115 S UNION ST
    KENNETT SQUARE,PA19348     		NONE PC TUTORING/ADULT MENTORING 5,000
    GARAGE COMMUNITY CENTER
    122 ROSEHILL AVE
    WEST GROVE,PA19390     		NONE PC TUTORING/ADULT MENTORING 5,000
    KENNETT AFTER-SCHOOL ASSOCIATION
    PO BOX 1068
    KENNETT SQUARE,PA19348     		NONE PC AFTER-SCHOOL ACTIVITIES PROGRAM 15,000
    THE MANN CENTER FOR PERFORMING ARTS
    5201 PARKSIDE AVE
    PHILADELPHIA,PA19131     		NONE PC NEW VOICES PROGRAM 12,500
    MERCY NEIGHBORHOOD MINISTRIES INC
    1939 W VENANGO ST
    PHILADELPHIA,PA19140     		NONE PC AFTER-SCHOOL AND SUMMER LEARNING PROGRAM 7,500
    NEED IN DEED
    211 N 13TH ST 501
    PHILADELPHIA,PA19107     		NONE PC TEACHER NETWORK PROGRAMS 30,000
    PHILADELPHIA YOUNG PLAYWRIGHTS
    1219 VINE ST
    PHILADELPHIA,PA19107     		NONE PC PLAYWRITING RESIDENCY PROGRAM 7,500
    PHILADELPHIA YOUTH BASKETBALL
    1735 MARKET STREET
    PHILADELPHIA,PA19103     		NONE PC MIDDLE SCHOOL PARTNERSHIP/COLLEGIATE CAMP 5,000
    PROJECT HOME
    1515 FAIRMOUNT AVE
    PHILADELPHIA,PA19130     		NONE PC AFTER-SCHOOL & SUMMER PROGRAMS 5,000
    PROVIDENCE CENTER
    2557 N 5TH ST
    PHILADELPHIA,PA19133     		NONE PC AFTER-SCHOOL PROGRAM 5,000
    SAINT FRANCIS DE SALES SCHOOL
    917 S 47TH STREET
    PHILADELPHIA,PA19143     		NONE PC SALARY FOR ART TEACHER AND TEACHER AIDES 50,000
    WALNUT STREET THEATRE
    825 WALNUT ST
    PHILADELPHIA,PA19107     		NONE PC ADOPT-A-SCHOOL PROGRAM 17,500
    WORLD AFFAIRS COUNCIL
    1 S BROAD ST 2M
    PHILADELPHIA,PA19107     		NONE PC GLOBAL SMARTS MENTORING PROGRAM 5,000
    WISSAHICKON CHARTER SCHOOL
    4700 WISSAHICKON AVE
    PHILADELPHIA,PA19144     		NONE PC LITERACY AND ENVIRONMENTAL PROGRAMS 40,000
    YOUNG SCHOLARS CHARTER SCHOOL
    900 N MARSHALL ST
    PHILADELPHIA,PA19123     		NONE PC COLLEGE AND CAREER ROTATIONS PROGRAM 7,500
    CRISTO REY PHILADELPHIA HIGH SCHOOL
    1717 W ALLEGHENY AVE
    PHILADELPHIA,PA19132     		NONE PC EXTRA CURRICULARS 25,000
    GESU SCHOOL
    1700 W THOMPSON ST
    PHILADELPHIA,PA19121     		NONE PC YET & BACKE ADVANCED WRITING PROGRAMS 35,000
    BARTRAM JOHN ASSOCIATION
    5400 LINDBERGH BLVD
    PHILADELPHIA,PA19143     		NONE PC SW PHILADELPHIA SCHOOL INITIATIVE 10,000
    OPERA PHILADELPHIA
    1420 LOCUST ST 210
    PHILADELPHIA,PA19102     		NONE PC SOUNDS OF LEARNING PROGRAM 25,000
    PEOPLE'S LIGHT
    39 CONESTOGA RD
    MALVERN,PA19355     		NONE PC NEW VOICES PROGRAM CHESTER 25,000
    THE PHILADELPHIA ORCHESTRA
    ONE SOUTH BROAD STREET
    PHILADELPHIA,PA19107     		NONE PC SCHOOL PARTNERSHIP PROGRAM 15,000
    PHILADELPHIA PUBLIC SCHOOL NOTEBOOK
    699 RANSTEAD ST 3RD FLOOR
    PHILADELPHIA,PA19106     		NONE PC CAREER/TECHNICAL EDUCATION SUPPLEMENT 2,500
    SQUASH SMARTS
    3890 N 10TH ST
    PHILADELPHIA,PA19140     		NONE PC SQUASH SMARTS ACADEMIC PROGRAM 15,000
    CHILDREN'S LITERACY INITIATIVE
    990 SPRING GARDEN ST
    PHILADELPHIA,PA19123     		NONE PC EARLY LITERACY PROGRAM 75,000
    MIGHTY WRITERS
    1501 CHRISTIAN ST
    PHILADELPHIA,PA19146     		NONE PC MIGHTY AFTER-SCHOOL PROGRAM 36,000
    TEACH FOR AMERICA-GREATER PHILADELPHIA
    100 W OXFORD ST E-3000
    PHILADELPHIA,PA19122     		NONE PC CORPS MEMBERS TRAINING 50,000
    MASTERY CHARTER SCHOOL FOUNDATION
    5700 WAYNE AVE
    PHILADELPHIA,PA19144     		NONE PC TEACHER TRAINING-WILSON READING 100,000
    INN DWELLING
    109 E PRICE ST
    PHILADELPHIA,PA19144     		NONE PC YOUTH INITIATIVE PROGRAM 25,000
    PHILADELPHIA SCHOOL PARTNERSHIPS
    150 S INDEPENDENCE MALL W1200
    PHILADELPHIA,PA19106     		NONE PC TALENT PIPELINE INITIATIVE 125,000
    INN DWELLING
    109 E PRICE ST
    PHILADELPHIA,PA19144     		NONE PC YOUTH INITIATIVE SCHOLARSHIPS 30,000
    ACADEMY OF NATURAL SCIENCES
    1900 BENJAMIN FRANKLIN PKWY
    PHILADELPHIA,PA19103     		NONE PC WINS PROGRAM 35,000
    AFTER SCHOOL ACTIVITIES PARTNERSHIPS
    1520 LOCUST ST 1104
    PHILADELPHIA,PA19102     		NONE PC PHILADELPHIA DEBATE LEAGUE/SUMMER DEBATE ACADEMY 30,000
    CATHOLIC PARTNERSHIP SCHOOLS
    808 MARKET STREET
    PHILADELPHIA,PA08102     		NONE PC SALARY ADJUSTMENT 100,000
    CHILDREN'S SCHOLARSHIP FUND OF PHILADELPHIA
    100 S BROAD ST 1200
    PHILADELPHIA,PA19110     		NONE PC SCHOLARSHIP SUPPORT 30,000
    CHILDREN'S VILLAGE CHILDCARE CENTER
    125 NORTH 8TH STREET
    PHILADELPHIA,PA19106     		NONE PC SCHOOL AGE PROGRAM 15,000
    CHURCH FARM SCHOOL
    1001 E LINCOLN HWY
    EXTON,PA19341     		NONE PC THE BOYS CAMPAIGN 250,000
    CRADLES TO CRAYONS
    4700 WISSAHICKON AVE
    PHILADELPHIA,PA19144     		NONE PC CAMPAIGN FOR GROWTH 150,000
    HORIZONS AT GREENE STREET FRIENDS SCHOOL
    5511 GREENE ST
    PHILADELPHIA,PA19144     		NONE PC SUMMER CAMP AND AFTER SCHOOL PROGRAM 10,000
    HORIZONS AT THE EPISCOPAL ACADEMY
    1785 BISHOP WHITE DRIVE
    NEWTON SQUARE,PA19073     		NONE PC SUMMER CAMP AND AFTER SCHOOL PROGRAM 10,000
    PENNSYLVANIA BALLET
    100 SOUTH BROAD STREET
    PHILADELPHIA,PA19110     		NONE PC EDUCATION PROGRAM 5,000
    PHILADELPHIA FUTURES
    230 S BROAD ST 7TH FLOOR
    PHILADELPHIA,PA19102     		NONE PC SPONSOR-A-SCHOLARSHIP PROGRAM 25,000
    PHILADELPHIA MUSEUM OF ART
    2600 BENJAMIN FRANKLIN PARKWAY
    PHILADELPHIA,PA19130     		NONE PC EDUCATIONAL PROGRAMMING FOR SCHOOL CHILDREN 500,000
    PHILADELPHIA OUTWARD BOUND
    3401 RESERVOIR DR
    PHILADELPHIA,PA19121     		NONE PC PEER LEADERSHIP EXPEDITIONS 25,000
    SCRIBE VIDEO CENTER
    3908 LANCASTER AVE
    PHILADELPHIA,PA19104     		NONE PC VIDEO FILMMAKING PROGRAMS 10,000
    ST JAMES SCHOOL
    3217 W CLEARFIELD ST
    PHILADELPHIA,PA19132     		NONE PC EXTENDED DAY PROGRAM 7,500
    SUMMER SEARCH PHILADELPHIA
    1528 WALNUT ST 1006
    PHILADELPHIA,PA19102     		NONE PC COLLEGE ACHIEVEMENT PROGRAM 35,000
    WAGNER FREE INSTITUTE OF SCIENCE
    1700 W MONTGOMERY AVE
    PHILADELPHIA,PA19121     		NONE PC GEOKIDS PROGRAM 15,000
    WILMA THEATRE
    265 S BROAD ST
    PHILADELPHIA,PA19107     		NONE PC WILMAGINATION EDUCATIONAL PROGRAM 7,500
    WOODMERE ART MUSEUM
    9201 GERMANTOWN AVE
    PHILADELPHIA,PA19118     		NONE PC WOODMERE ART MUSEUM 10,000
    YOUNGMOMS
    111 MARSHALL STREET
    KENNETT SQUARE,PA19348     		NONE PC PROGRAMS TO SUPPORT YOUNG MOTHERS 7,000
    GREENLIGHT FUND PHILADELPHIA
    1501 CHERRY STREET
    PHILADELPHIA,PA19102     		NONE PC NEW EDUCATIONAL INVESTMENTS IN PHILADELPHIA AREA 15,000
    ARTWELL
    100 W OXFORD ST SUITE E-1200
    PHILADELPHIA,PA19122     		NONE PC WE THE POETS PROGRAM 3,000
    BIG PICTURE PHILADELPHIA
    2300 W MASTER STREET
    PHILADELPHIA,PA19121     		NONE PC STUDENT ACCESS CTR AT EL CENTRO 10,000
    ARDEN THEATRE COMPANY
    40 N 2ND ST
    PHILADELPHIA,PA19106     		NONE PC CHALLENGE GRANT 50,000
    HEALTHY NEWSWORKS
    PO BOX 431
    DREXEL HILL,PA19026     		NONE PC HEALTHY NEWSWORKS PROGRAM EXPANSION 20,000
    AQUIDNECK LAND TRUST
    790 AQUIDNECK AVENUE
    MIDDLETOWN,RI02842     		NONE PC STEWARDSHIP ENDOWMENT FUND 27,219
    KIMMEL CENTER FOR THE PERFORMING ARTS
    1500 WALNUT STREET 17TH FLOOR
    PHILADELPHIA,PA19102     		NONE PC ACADEMY OF MUSIC SEAT REPLACEMENT PROGRAM 295,000
    MAIL LINE HEALTH
    240 N RADOR CHESTER ROAD SUITE 340
    RADNOR,PA19087     		NONE PC ANNUAL SUPPORT: BRYN MAWR HOSPITAL 30,000
    MANN CENTER FOR THE PERFORMING ARTS
    123 SOUTH BROAD STREET SUITE 815
    PHILADELPHIA,PA19109     		NONE PC NANCY NEWMAN FUND 40,000
    NEWPORT HOSPITAL FOUNDATION
    11 FRIENDSHIP STREET
    NEWPORT,RI02840     		NONE PC THE CAMPAIGN FOR NEWPORT HOSPITAL 1,000,000
    Total .................................bullet 3a 4,003,219
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 795,699  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 337 750
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 221,115  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,017,151 750
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,017,901
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    7 MISC RECEIPTS. EXCLUDABLE FROM NET INVESTMENT INCOME
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    HAMILTON FAMILY CHARITABLE TRUST
     
    Employer identification number

    82-1671948
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    HAMILTON FAMILY CHARITABLE TRUST
          		Employer identification number
    82-1671948
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DH HAMILTON 10-YR CLAT
     
    C/O H2R CPA 875 GREENTREE RD BLDG7
     
    PITTSBURGH, PA15220

    		$ 13,000,559


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    DH HAMILTON 15-YR CLAT
     
    C/O H2R CPA 875 GREENTREE RD BLDG7
     
    PITTSBURGH, PA15220

    		$ 9,250,386


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    DH HAMILTON 20-YR CLAT
     
    C/O H2R CPA 875 GREENTREE RD BLDG7
     
    PITTSBURGH, PA15220

    		$ 9,532,502


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    WOMEN'S COUNCIL OF THE DALLAS ARBORETUM
     
    PO BOX 720171
     
    DALLAS, TX75372

    		$ 300


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    MARION GARDEN CLUB
     
    PO BOX 403
     
    MARION, MA02738

    		$ 100


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    HAMILTON FAMILY CHARITABLE TRUST
          		Employer identification number

    82-1671948
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    HAMILTON FAMILY CHARITABLE TRUST
          		Employer identification number

    82-1671948
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS 2,635,800 2,331,485

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GOLDMAN SACHS 36,636,266 32,385,679

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    US Government Securities - End of Year Book Value:

    698,015
    US Government Securities - End of Year Fair Market Value:

    913,124
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2018 InvestmentsOtherSchedule2
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GOLDMAN SACHS AT COST 1,246,994 1,162,924
    GOLDMAN SACHS - ALTERNATIVE INVESTMENT AT COST 533,876 520,431

    TY 2018 LegalFeesSchedule
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 18,480 0   18,480


    TY 2018 OtherAssetsSchedule
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    VEHICLES 21,861 21,861 21,861


    TY 2018 OtherDecreasesSchedule
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Description Amount
    ACCRUED EXPENSES 8,843


    TY 2018 OtherExpensesSchedule
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UTILITIES & MAINTENANCE 112,154 0   112,154
    INSURANCE 30,279 0   30,279
    OFFICE EXPENSE 29,073 0   29,073
    PR, MEDIA, COLLATERAL 8,834 0   8,834


    TY 2018 OtherIncomeSchedule2
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SUBSTITUTE PAYMENTS 50621-6 67 67 67
    SUBSTITUTE PAYMENTS 50607-5 82 82 82
    SUBSTITUTE PAYMENTS 50172-0 62 62 62
    SUBSTITUTE PAYMENTS 50208-2 73 73 73
    SUBSTITUTE PAYMENTS 50615-8 24 24 24
    SUBSTITUTE PAYMENTS 50613-3 29 29 29
    BLUE GARDEN 750 0 0


    TY 2018 OtherIncreasesSchedule
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Description Amount
    ROUNDING 70


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENTS FEES 59,434 59,434   0
    ADR FEES 21 21   0
    CONSULTANT FEES 30,749 0   30,749


    TY 2018 SubstantialContributorsSch
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Name Address
    DH HAMILTON 31596 10-YR CLAT
          		C/O 875 GREENTREE RD BLDG 7
    PITTSBURGH,PA15220
    DH HAMILTON 31596 15-YR CLAT
          		C/O 875 GREENTREE RD BLDG 7
    PITTSBURGH,PA15220
    DH HAMILTON 31596 20-YR CLAT
          		C/O 875 GREENTREE RD BLDG 7
    PITTSBURGH,PA15220
    DH HAMILTON 31596 REV TRUST
          		C/O 875 GREENTREE RD BLDG 7
    PITTSBURGH,PA15220


    TY 2018 TaxesSchedule
    Name:
    HAMILTON FAMILY CHARITABLE TRUST
    EIN:
    82-1671948
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 28,514 28,341   0
    PAYROLL TAX 21,918 0   21,918
    PROPERTY TAX 19,544 0   19,544
    EXCISE TAX 9,435 0   0