Form990-PF
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
Alice Suzanne Hamilton Charitable
Foundation
Number and street (or P.O. box number if mail is not delivered to street address)4950 S Albion Street
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Cherry Hills Village, CO80121
A Employer identification number

74-2939405
B Telephone number (see instructions)

(303) 694-7284
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$1,223,606
J 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) 3,678
2 Check bullet.............
3 Interest on savings and temporary cash investments 4 4 4
4 Dividends and interest from securities... 24,429 24,429 24,429
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 51,272
b Gross sales price for all assets on line 6a 116,734
7 Capital gain net income (from Part IV, line 2)... 51,272
8 Net short-term capital gain......... 51,272
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).......      
12 Total. Add lines 1 through 11........ 79,383 75,705 75,705
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,495 1,495    
c Other professional fees (attach schedule).... 9,070 9,070    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 478      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,043 10,565   0
25 Contributions, gifts, grants paid....... 65,194 65,194
26 Total expenses and disbursements. Add lines 24 and 25 76,237 10,565   65,194
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,146
b Net investment income (if negative, enter -0-) 65,140
c Adjusted net income (if negative, enter -0-)... 75,705
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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.........   32,109  
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)      
b Investments—corporate stock (attach schedule)....... 728,179 Click to see attachment707,529 1,207,031
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment15,951 16,575
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 728,179 755,589 1,223,606
Liabilities 17 Accounts payable and accrued expenses..........    
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) Click to see attachment34,282  
23 Total liabilities (add lines 17 through 22)......... 34,282 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 173,733 173,733
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 520,164 581,856
29 Total net assets or fund balances (see instructions)..... 693,897 755,589
30 Total liabilities and net assets/fund balances (see instructions). 728,179 755,589
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
693,897
2
Enter amount from Part I, line 27a .....................
2
3,146
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
58,546
4
Add lines 1, 2, and 3 ..........................
4
755,589
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
755,589
Form 990-PF (2021)
Form 990-PF (2021)
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 Sale of public traded securities P    
b
c
d
e
(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 116,734   65,462 51,272
b
c
d
e
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       51,272
b
c
d
e
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 51,272
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 51,272
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3 905
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 905
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 905
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11  
Part VI-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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletSuzanne Hamilton Telephone no.bullet (303) 694-7284

    Located atbullet4950 S Albion StreetCherry Hills VillageCO ZIP+4bullet80121
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    Suzanne Hamilton Trustee
    1.00
    0    
    4950 S Alboin Street
    Cherry Hills Village,CO80121
    Christopher Thomas Ryther Trustee
    0.50
    0    
    9435 Buffalo Ave
    Orangevale,CA95662
    Jennifer Ryther Allen Trustee
    0.50
    0    
    917 Summerfield Pl
    Lawrence,KS66049
    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
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 VIII-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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    1,451,772
    b
    Average of monthly cash balances.......................
    1b
    35,790
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,487,562
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,487,562
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    22,313
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,465,249
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    73,262
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    73,262
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    905
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    905
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    72,357
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    72,357
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    72,357
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 72,357
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 65,194
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 65,194
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    7,163
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    Ballard Center
    708 Elm Street
    Lawrence,KS66044
    None PC Operations 3,000
    Family Promise of Lawrence
    P O Box 266
    Lawrence,KS66044
    None PC Operations 2,500
    Food Bank of the Rockies
    10700 E 45th Avenue
    Denver,CO80239
    None PC Operations 6,500
    Kansas Cosmosphere
    11100 N Plum
    Hutchinson,KS67501
    None PC Operations 5,000
    Orangevale Food Bank
    6483 Main Ave
    Orangevale,CA95662
    None PC Operations 5,000
    Lawrence Humane Society
    1805 E 19th Street
    Lawrence,KS66046
    None PC Operations 2,000
    Jewish Family Services
    425 E 63rd Street
    Kansas City,MO64110
    None PC Operations 4,000
    Sacremento Childrens Home
    2750 Suttervilee Rd
    Sacramento,CA95820
    None PC Operations 5,000
    St Elizabeths School
    1800 Pontiac St
    Denver,CO80220
    None PC Operations 15,000
    Bishop Seabury Academy
    4120 Clinton Pkwy Frontage
    Lawrence,KS66047
    None PC Operations 4,500
    Denver Rescue Mission
    6100 Smith Rd
    Denver,CO80216
    None PC Operations 5,000
    Salvation Army
    4505 W Alameda Avenue
    Denver,CO80219
    None PC Operations 5,000
    Santas Workshop
    5050 Pikes Peak Hwy
    Cascade,CO80809
    None PC Operations 2,694
    Total .................................bullet 3a 65,194
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........
        14 4  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 51,272  
    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) ..   75,705  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    75,705
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID: 21013475
    Software Version: 2021v4.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    Alice Suzanne Hamilton Charitable
     
    Foundation
    EIN:
    74-2939405
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    49 1,495 1,495 0 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Alice Suzanne Hamilton Charitable
     
    Foundation
    EIN:
    74-2939405
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Corporate Stocks    
    7337-Bank of America Corp - 300 Shrs 8,806 9,339
    7337-Becton Dickinson & Co - 3 Shrs 417 740
    7337-Capital One - 200 Shrs 12,523 20,838
    7337-Caterpillar Inc - 100 Shrs 8,860 17,876
    7337-CDK Global - 33 Shrs 633 1,807
    7337-Colgate-Palmolive - 400 Shrs 11,071 32,056
    7337-Comcast Corp - 600 Shrs 8,050 23,545
    7337-Exxon Mobil - 200 Shrs 8,024 17,128
    7337-General Mills - 400 Shrs 10,030 30,180
    7337-Hershey Co - 100 Shrs 5,314 21,516
    7337-Home Depot - 200 Shrs 8,573 54,854
    7337-IBM Corp - 100 Shrs 8,630 14,119
    7337-Johnson & Johnson - 200 Shrs 7,049 35,502
    7337-Jones Lang Lasalle - 100 Shrs 7,122 17,486
    7337-Kyndryl Hldgs - 20 Shrs 430 196
    7337-Lowes - 245 Shrs 20,178 42,794
    7337-Manpowergoup - 100 Shrs 6,685 7,641
    7337-McDonalds - 300 Shrs 8,498 74,064
    7337-Norweigian Cruise Line - 370 Shrs 20,465 4,115
    7337-Pepsico - 200 Shrs 10,279 33,332
    7337-Pfizer - 298 Shrs 4,883 15,624
    7337-Verizon - 78 Shrs 3,753 3,959
    7337-Viatris - 36 Shrs 262 377
    7337-Walgreens - 200 Shrs 6,912 7,580
    7337-Walt Disney - 200 Shrs 5,542 18,880
    7337-Wells Fargo - 200 Shrs 5,127 7,834
    7337-Polaris Industries - 200 Shrs 4,837 19,856
    4931-Abbott Laboratories - 97 Shrs 7,316 10,539
    4931-Accenture - 20 Shrs 3,237 5,553
    4931-Adobe - 21 Shrs 5,478 7,687
    4931-Agilent Tech - 50 Shrs 4,057 5,939
    4931-Air Prod & Chemicals - 20 Shrs 3,413 4,810
    4931-Alphabet Inc - 17 Shrs 21,675 37,187
    4931-American Water Works - 43 Shrs 4,273 6,397
    4931-Apple Inc - 381 Shrs 20,750 52,090
    4931-Applied Materials - 67 Shrs 4,216 6,096
    4931-Autodesk Inc - 21 Shrs 5,949 3,611
    4931-Ball Corp - 42 Shrs 2,082 2,888
    4931-Becton Diskinson & Co - 15 Shrs 3,586 3,698
    4931-Best Buy Inc - 38 Shrs 2,376 2,477
    4931-Blackrock Inc - 12 Shrs 5,010 7,308
    4931-Borg Warner - 45 Shrs 2,362 1,502
    4931-Bristol-Myers Squibb - 105 Shrs 5,983 8,085
    4931-Carmax - 25 Shrs 2,776 2,262
    4931-CBRE Group - 49 Shrs 2,086 3,607
    4931-Cisco Systems - 211 Shrs 9,791 8,997
    4931-Citigroup - 213 Shrs 13,010 9,796
    4931-Clorox - 18 Shrs 2,779 2,538
    4931-Colgate-Palmolive - 40 Shrs 2,590 3,206
    4931-Comcast Corp - 254 Shrs 10,959 9,967
    4931-Conocophillips - 158 Shrs 10,685 14,190
    4931-Cummins Inc - 13 Shrs 2,061 2,516
    4931-CVS Health - 50 Shrs 3,442 4,633
    4931-Deere & Co - 21 Shrs 3,157 6,289
    4931-Dexcom - 40 Shrs 3,626 2,981
    4931-Discover Finl - 72 Shrs 8,711 6,810
    4831-Eaton Corp - 55 Shrs 4,194 6,930
    4931-Ebay Inc - 178 Shrs 6,715 7,417
    4931-Ecolab - 26 Shrs 4,031 3,998
    4931-Edwards Lifesciences - 29 Shrs 1,653 2,758
    4931-Electronic Arts - 41 Shrs 5,242 4,988
    4931-Elevance Health - 16 Shrs 4,209 7,721
    4931-Embecta Corp - 3 Shrs 84 76
    4931-Emerson Electric - 96 Shrs 6,873 7,636
    4931-Estee Lauder Co - 22 Shrs 2,997 5,603
    4931-Etsy Inc - 24 Shrs 4,899 1,757
    4931-Expeditors Intl Wash - 47 Shrs 3,423 4,581
    4931-General Mills 4,433 7,394
    4931-Gilead Sciences - 61 Shrs 3,871 3,770
    4931-Hasbro - 22 Shrs 2,229 1,801
    4931-Hershey Co - 11 Shrs 1,228 2,367
    4931-Hess Corp - 74 Shrs 4,104 7,840
    4931-Hologic Inc - 27 Shrs 2,104 1,871
    4931-Home Depot - 46 Shrs 9,209 12,616
    4931-Humana - 13 Shrs 3,980 6,085
    4931-Hunting Banc Shs - 277 Shrs 4,093 3,332
    4931-Indexx Labs - 10 Shrs 2,500 3,507
    4931-Intl Flavors & Fragrance - 17 Shrs 2,353 2,025
    4931-Intuit - 12 Shrs 3,866 4,625
    4931-Johnson & Johnson - 48 Shrs 1,711 2,298
    4931-Lam Research - 8 Shrs 2,382 3,409
    4931-Lowes - 40 Shrs 4,457 6,987
    4931-Marketaxess Holdings - 10 Shrs 3,847 2,560
    4931-Mastercard - 28 Shrs 7,073 8,833
    4931-Medtronic - 72 Shrs 6,984 6,462
    4931-Merck & Co - 91 Shrs 6,725 8,296
    4931-Microsoft Corp - 165 Shrs 19,035 42,377
    4931-Moody's Corp - 9 Shrs 3,369 2,448
    4931-Morgan Stanley - 182 Shrs 7,354 13,843
    4931-Nasdaq - 21 Shrs 2,563 3,203
    4931-Nextera Energy - 159 Shrs 7,180 12,316
    4931-Nike - 48 Shrs 3,809 4,906
    4931-Nvidia Corp - 100 Shrs 4,630 15,159
    4931-Otis Worldwide Dorp - 24 Shrs 2,076 1,696
    4931-Pepsico - 84 Shrs 10,206 13,999
    4931-Phillips 66 - 104 Shrs 8,938 8,525
    4931-PNC Finl Services - 55 Shrs 7,369 8,677
    4931-Procter & Gamble - 59 Shrs 5,103 8,484
    4931-Progrewssive Co - 50 Shrs 3,872 5,814
    4931-Qual Comm - 33 Shrs 2,936 4,215
    4931-Rockwell Automation - 17 Shrs 2,874 3,388
    4931-S&P Global - 18 Shrs 3,512 6,067
    4931-Salesforce Inc - 50 Shrs 7,526 8,252
    4931-Sempra - 34 Shrs 4,315 5,109
    4931-Starbucks - 98 Shrs 8,219 7,486
    4931-Steris PLC - 10 Shrs 1,398 2,062
    4931-SVB Finl Group - 7 Shrs 2,502 2,765
    4931-T Rowe Price Group - 25 Shrs 2,450 2,840
    4931-T Mobile US - 41 Shrs 5,389 5,516
    4931-Target - 24 Shrs 2,033 3,390
    4931-Teradyne Incorporate - 15 Shrs 1,918 1,343
    4931-Texas Instruments - 48 Shrs 4,956 7,375
    4931-Thermo Fisher Scntfc - 9 Shrs 2,600 4,890
    4931-TJX Companies Inc - 137 Shrs 7,533 7,652
    4931-Tractor Supply - 11 Shrs 1,880 2,132
    4931-Trane Technologies - 27 Shrs 2,185 3,607
    4931-Truist Finl Corp - 73 Shrs 4,321 3,462
    4931-Verizon - 152 Shrs 8,565 7,714
    4931-Vertex Pharmaceutica - 23 Shrs 5,399 6,481
    4931-Visa - 51 Shrs 7,718 10,041
    4931-Walt Disney - 81 Shrs 10,174 7,646
    4931-Waste Management - 63 Shrs 7,393 9,638
    4931-West Pharm - 7 Shrs 1,915 2,117
    4931-Whirpool - 9 Shrs 2,016 1,394
    4931-WW Grainger - 10 Shrs 2,895 4,544
    4931-Xylem - 30 Shrs 2,388 2,346
    4931-Zoetis Ind - 33 Shrs 3,157 5,672

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Alice Suzanne Hamilton Charitable
     
    Foundation
    EIN:
    74-2939405
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    4931-Alesandria Real Est - 20 Shrs AT COST 3,697 2,901
    4931-Amern Tower Corp - 17 Shrs AT COST 4,689 4,345
    4931-Prologis Inc - 45 Shrs AT COST 3,324 5,294
    4931-Well Tower Inc - 49 Shrs AT COST 4,241 4,035

    TY 2021 OtherIncreasesSchedule
    Name:
    Alice Suzanne Hamilton Charitable
     
    Foundation
    EIN:
    74-2939405
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Amount
    Prior period adjustment 58,546


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Alice Suzanne Hamilton Charitable
     
    Foundation
    EIN:
    74-2939405
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Advisory Fees 9,070 9,070 0 0


    TY 2021 ReasonableCauseExplanation
    Name:
    Alice Suzanne Hamilton Charitable
     
    Foundation
    EIN:
    74-2939405
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Explanation:
    We ask that penalty and interest be abated because the taxpayer relied on a tax professional. Although we have safeguards regarding the timely filing of the tax returns we prepare, this return was our first year with this client and inadvertently missed filing an extension November 2022. The tax return is being filed within the extension period.

    TY 2021 TaxesSchedule
    Name:
    Alice Suzanne Hamilton Charitable
     
    Foundation
    EIN:
    74-2939405
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    6/30/21 Excise Tax 478