TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
THE JEANNE G HAMILTON AND LAWSON W
HAMILTON JR FAMILY FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1006
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LEWISBURG, WV24901

A Employer identification number

20-1885473

B Telephone number (see instructions)

(304) 595-1077

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$18,213,149J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	176,347		154,597
4	Dividends and interest from securities...	309,089		309,089
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		706,578
b	Gross sales price for all assets on line 6a 3,430,953
7	Capital gain net income (from Part IV, line 2)...			706,578
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).......
12	Total. Add lines 1 through 11........	1,192,014		1,170,264
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	9,690	0	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	121,099	121,099	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,233	1,233	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	2,983	1,457	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	135,005		123,789	0
25	Contributions, gifts, grants paid.......	837,210			837,210
26	Total expenses and disbursements. Add lines 24 and 25	972,215		123,789	837,210
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	219,799
b	Net investment income (if negative, enter -0-)			1,046,475
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	1,110,646	1,084,714	1,084,714
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	10,626	10,626	10,626
	10a	Investments—U.S. and state government obligations (attach schedule)	500,312	List of Attached Documents: // Content 300,132	299,765
	b	Investments—corporate stock (attach schedule).......	9,895,084	List of Attached Documents: // Content 10,196,460	14,424,442
	c	Investments—corporate bonds (attach schedule).......	2,353,870	List of Attached Documents: // Content 2,505,021	2,393,602
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	13,870,538	14,096,953	18,213,149
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	13,870,538	14,096,953
	29	Total net assets or fund balances (see instructions).....	13,870,538	14,096,953
	30	Total liabilities and net assets/fund balances (see instructions).	13,870,538	14,096,953

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

13,870,538

Enter amount from Part I, line 27a .....................

219,799

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

6,616

Add lines 1, 2, and 3 ..........................

14,096,953

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

14,096,953

Form 990-PF (2024)

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	UNITED BANK 2584
b	UNITED BANK 2584
c	UNITED BANK 2584
d	UNITED BANK 2593
e	UNITED BANK 2593
	UNITED BANK 2549

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	113,964	81,700	32,264
b	690,982	666,951	24,031
c	480,271	133,087	347,184
d	366,485	313,036	53,449
e	1,571,174	1,328,525	242,649
	208,077	201,076	7,001

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			32,264
b			24,031
c			347,184
d			53,449
e			242,649
			7,001

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	706,578
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 ...................		3

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	14,546
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	0
3	Add lines 1 and 2...........................	3	14,546
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	14,546
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	10,626
b	Exempt foreign organizations—tax withheld at source......	6b	0
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	10,626
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	3,920
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

LAWSON HAMILTON III Telephone no. right arrow

(304) 646-1558

Located at right arrow

PO BOX 1006LEWISBURGWV ZIP+4 right arrow

24901

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2024, 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 right arrow

Form 990-PF (2024)

Page 5

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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 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
LAWSON W HAMILTON III	PRESIDENT/TRUSTEE 0.00	0	0	0
PO BOX 1006 LEWISBURG,WV24901	PRESIDENT/TRUSTEE 0.00	0	0	0
BARBARA HAMILTON FORD	SECRETARY/TRUSTEE 0.00	0	0	0
PO BOX 1006 LEWISBURG,WV24901	SECRETARY/TRUSTEE 0.00	0	0	0
COURTNEY M O'NEIL	VICE-PRESIDENT/TRUSTEE 0.00	0	0	0
PO BOX 1006 LEWISBURG,WV24901	VICE-PRESIDENT/TRUSTEE 0.00	0	0	0
MEREDITH M GERMAN	TREASURER/TRUSTEE 0.00	0	0	0
PO BOX 1006 LEWISBURG,WV24901	TREASURER/TRUSTEE 0.00	0	0	0

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...................				0

Form 990-PF (2024)

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............. right arrow

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......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

16,624,100

Average of monthly cash balances.......................

1,392,644

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

18,016,744

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

18,016,744

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

270,251

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

17,746,493

Minimum investment return. Enter 5% (0.05) of line 5................

887,325

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.)

Minimum investment return from Part IX, line 6..................

887,325

Tax on investment income for 2024 from Part V, line 5 .......

14,546

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

14,546

Distributable amount before adjustments. Subtract line 2c from line 1............

872,779

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

872,779

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

872,779

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

837,210

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

837,210

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7					872,779
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......	1,544
c From 2021......
d From 2022......
e From 2023......	35,549
f Total of lines 3a through e ........		37,093
4Qualifying distributions for 2024 from Part
XI, line 4: $ 837,210
a Applied to 2023, 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 2024 distributable amount.....					837,210
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		35,569			35,569
(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		1,524
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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					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 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		1,524
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....	1,524
e Excess from 2024....

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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 right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

LAWSON HAMILTON III
PO BOX 1006
LEWISBURG,WV24901
(304) 646-1558

bThe form in which applications should be submitted and information and materials they should include:

PRESCRIBED FORM. PROOF OF EXEMPT STATUS AND ALL INFORMATION RELEVANT TO PROPOSED GRANT SHOULD BE INCLLUDED.

cAny submission deadlines:

N/A

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

N/A

Form 990-PF (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALDERSON MAIN STREET INC 100 RAILROAD AVE BOX 117 ALDERSON,WV24910		501(C)3	GRANT	6,500
ALMOST HEAVAN HABITAT FOR HUMANITY 892 TUCKAHOE RD WHITE SULPHER SPRINGS,WV24986		501(C)3	GRANT	6,250
APPALACHIAN CHILDRENS' CHORUS 210 BROOKS ST 307 CHARLESTON,WV25301		501(C)3	GRANT	5,000
APPALACHIAN LEADERSHIP EDUCATION FOUNDATION PO BOX 1638 HANSFORD,WV25103		501(C)3	GRANT	46,000
APPALACHIAN SERVICE PROJECT 300 CHESTNUT AVE ALDERSON,WV24910		501(C)3	GRANT	10,000
BIG CREEK PEOPLE IN ACTION HC 32 BOX 541 WAR,WV24892		501(C)3	GRANT	17,000
BOYS HOME OF VIRGINIA 414 BOYS HOME ROAD COVINGTON,VA24426		501(C)3	GRANT	2,000
BROKEN SPUR RIDING ACADEMY 116 CARL VEST RD BECKLEY,WV25813		501(C)3	GRANT	10,000
CARNEGIE HALL 611 CHURCH ST LEWISBURG,WV24901		501(C)3	GRANT	25,000
CASA OF THE 11TH JUDICIAL CIRCUIT PO BOX 1142 LEWISBURG,WV24901		501(C)3	GRANT	30,000
CHARLESTON BALLET 100 CAPITOL STREET CHARLESTON,WV25301		501(C)3	GRANT	5,000
CHARLESTON LIGHT OPERA GUILD 411 TENNESSEE AVE CHARLESTON,WV25302		501(C)3	GRANT	15,000
CHESTNUT MOUNTAIN RANCH 244 PONDEROSE PONDS RD MORGANTOWN,WV26508		501(C)3	GRANT	6,000
CHILD AND YOUTH ADVOCACY CENTER 212 WASHINGTON ST LEWISBURG,WV24901		501(C)3	GRANT	15,000
CHILDREN'S HOME SOCIETY OF WV 9579 SENECA TRAIL S LEWISBURG,WV24901		501(C)3	GRANT	30,000
CHRISTMAS AT THE FAIR-THE STATE FAIR OF WV PO DRAWER 986 LEWISBURG,WV24901		501(C)3	GRANT	1,000
CITY OF RONCEVERTE 200 W MAIN ST RONCEVERTE,WV24970		GOV	GRANT	10,000
COMMUNITIES IN SCHOOLS OF GREENBRIER COUNTY PO BOX 1188 LEWISBURG,WV24901		501(C)3	GRANT	30,000
COMPASS PREP PO BOX 1632 MORGANTOWN,WV26505		501(C)3	GRANT	15,000
COVENANT HOUSE 600 SHRESBURY ST 1 CHARLESTON,WV25301		501(C)3	GRANT	15,000
DAVIS-STUART INC 163 COTTAGE DR LEWISBURG,WV24901		501(C)3	GRANT	10,000
FAMILY REFUGE CENTER 540 N JEFFERSON ST LEWISBURG,WV24901		501(C)3	GRANT	15,000
GATEWAY INDUSTRIES INC 787 E EDGAR AVE RONCEVERTE,WV24970		501(C)3	GRANT	9,960
GREENBRIER COUNTY 4-H LEADERS ASSOCIATION PO BOX 586 LEWISBURG,WV24901		501(C)3	GRANT	30,000
GREENBRIER COUNTY COMMITTEE ON AGING 1003 GREENBRIER AVENUE RUPERT,WV25984		501(C)3	GRANT	4,000
GREENBRIER COUNTY SCHOOLS 653 CHURCH ST LEWISBURG,WV24901		501(C)3	GRANT	15,000
GREENBRIER COUNTY SCHOOL FOUNDATION 400 NORTH LEE STREET LEWISBURG,WV24901		501(C)3	GRANT	6,000
GREENBRIER COUNTY YOUNG LIFE PO BOX 5186 BOONE,IA50950		501(C)3	GRANT	5,000
GREENBRIER HISTORICAL SOCIETY 814 W WASHINGTON ST LEWISBURG,WV24901		501(C)3	GRANT	10,000
GREENBRIER HUMANE SOCIETY 151 HOLLIDAY LANE LEWISBURG,WV24901		501(C)3	GRANT	10,000
GREENBRIER PUBLIC LIBRARY 152 ROBERT MCCORMICK DRIVE LEWISBURG,WV24901		501(C)3	GRANT	5,000
GREENBRIER REPERTORY THEATRE COMPANY 1038 WASHINGTON ST E LEWISBURG,WV24901		501(C)3	GRANT	20,000
GREENBRIER VALLEY COMMUNITY FOUNDATION PO BOX 1682 LEWISBURG,WV24901		501(C)3	GRANT	20,000
HIGH ROCKS ACADEMY 195 THOMPSON RD HILLSBORO,WV24946		501(C)3	GRANT	10,000
HOOPS FAMILY CHILDREN'S HOSPITAL 1340 HAL GREER BLVD HUNTINGTON,WV25701		501(C)3	GRANT	50,000
LARRY JOE HARLESS COMMUNITY CENTER 107 LAFAYETTE STREET LEWISBURG,WV24901		501(C)3	GRANT	25,000
LEWISBURG LITERARY GROUP 905 WASHINGTON ST W STE D LEWISBURG,WV24901		501(C)3	GRANT	5,000
MAKE-A-WISH FOUNDATION 1031 QUARRIER STREET CHARLESTON,WV25301		501(C)3	GRANT	10,000
MEMORIAL SLOAN-KETTERING CANCER 633 THIRD AVE 28TH FL NEW YORK,NY10017		501(C)3	GRANT	50,000
MISSION FOR MIRACLES 30 CARRIAGE WAY HURRICANE,WV25526		501(C)3	GRANT	10,000
ON EAGLE'S WINGS INC 371 OPEKISKA RIDGE RD FAIRMONT,WV26554		501(C)3	GRANT	10,000
RONALD MCDONALD HOUSE OF MORGANTOWN 841 COUNTRY CLUB DR MORGANTOWN,WV26505		501(C)3	GRANT	5,000
RONCEVERTE LIONS CLUB 720 RONCEVERTE AVE RONCEVERTE,WV24970		501(C)3	GRANT	5,000
RONCEVERTE PUBLIC LIBRARY 120 MAIN ST W RONCEVERTE,WV24970		501(C)3	GRANT	5,000
SHEPHERD'S CENTER 214 E WASHINGTON ST LEWISBURG,WV24901		501(C)3	GRANT	7,500
TAMARACK FOUNDATION FOR THE ARTS 1116 SMITH ST SUITE 410 CHARLESTON,WV25301		501(C)3	GRANT	2,500
UNION CHURCH PO BOX 1006 LEWISBURG,WV24901		501(C)3	GRANT	10,000
WELLSPRING OF GREENBRIER INC 524 NICHOLAS ST RUPERT,WV25984		501(C)3	GRANT	10,000
WEST VIRGINIA SCHOOL OF OSTEOPATHIC MEDICINE 400 N LEE ST LEWISBURG,WV24901		501(C)3	GRANT	7,500
WV INDEDPENDENT COLLEGES AND UNIVERSITIES PO BOX 7058 CHARLESTON,WV25356		501(C)3	GRANT	10,000
WV MUSIC HALL OF FAME 1427 LEE ST E CHARLESTON,WV25301		501(C)3	GRANT	5,000
WVU FOUNDATION 1 WATERFRONT PL 7TH FLOOR MORGANTOWN,WV26501		501(C)3	GRANT	25,000
WVU FOUNDATION CANCER INSTITUTE 44 MEDICAL CENTER DRIVE MORGANTOWN,WV26506		501(C)3	GRANT	50,000
WVU FOUNDATION CHILDREN'S HOSPITAL ROBERT C BYRD HEALTH CENTER MORGANTOWN,WV26501		501(C)3	GRANT	50,000
WVU FOUNDATION EQUINE STUDIES PO BOX 6108 MORGANTOWN,WV26506		501(C)3	GRANT	15,000
Total ................................. 3a				837,210

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
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	176,347
4 Dividends and interest from securities ....			14	309,089
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	706,578
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		1,192,014	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,192,014

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

THE JEANNE G HAMILTON AND LAWSON W

HAMILTON JR FAMILY FOUNDATION INC

EIN:

20-1885473

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL & ACCOUNTING FEES	9,690	0		0

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

THE JEANNE G HAMILTON AND LAWSON W

HAMILTON JR FAMILY FOUNDATION INC

EIN:

20-1885473

Name of Bond	End of Year Book Value	End of Year Fair Market Value
5,000 SH ISHARES TRUST ISHARES PREFERRED AND INCOME SECURITIES PFF	193,720	157,200
100,000 PAR VALUE NATIONAL RURAL UTILITY CORP BOND 2.85% A-	99,678	99,814
100,000 PAR VALUE BANK OF AMERICA CORP BOND 5.55% A-	100,000	99,388
150,000 PAR VALUE GLOBE LIFE INC CORP BOND 4.8% A	148,785	144,543
150,000 PAR VALUE GOLDMAN SACHS GROUP INC CORP BOND 4.25 08/16/2029-2023 BBB	150,000	147,836
150,000 PAR VALUE INTERCONTINENTAL EXCHANGE INC CORP BOND 4% 09/15/2027-2027	148,334	147,620
150,000 PAR VALUE PNC FINANCIAL SERVICES GROUP CORP BOND 2.2% A-	149,512	152,606
150,000 PAR VALUE SIMON PROPERTY GROUP INC CORP BOND 2.2% 03/01/2031-2030 A-	148,590	127,598
150,000 PAR VALUE STATE STREET CORP BOND 3.55% A RATING	149,977	149,099
50,000 PAR VALUE TD AMERITRADE HLDG CORP CORP A-	49,500	49,793
100,000 PAR VALUE WSFS FINACIAL CORP CORP BOND 2.75% NR RATING	100,000	95,000
90,000 PAR VALUE WELLS FARGO CORP & COMPANY CORP BOND 3.55% BBB+	90,176	89,288
150,000 PAR VALUE ELEVANCE HEALTH, INC. CORP BOND 4.101% 03/01/2028-2027 A	149,072	146,688
150,000 PAR VALUE BIO-RAD LABORATORIES INC CORP BOND 3.3% 03/15/2027-2027 BB	149,040	145,092
80,000 PAR VALUE STRYKER CORP BOND 3.375% BBB+	79,707	79,200
150,000 PAR VALUE CENTERPOINT ENER HOUSTON CORP BOND 4.45% A	148,755	142,775
150,000 PAR VALUE BARCLAYS BANK PLC FOREIGN BOND A+	149,625	152,408
200,000 PAR VALUE HSBC FOREIGN BOND 2.357% A-	200,550	170,358
100,000 PAR VALUE TORONTO-DOMINION BANK FOREIGN BOND 100% 07/29/2027-2024 A	100,000	97,296

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

THE JEANNE G HAMILTON AND LAWSON W

HAMILTON JR FAMILY FOUNDATION INC

EIN:

20-1885473

Name of Stock	End of Year Book Value	End of Year Fair Market Value
800 SH AMAZON.COM INC AMZN	105,502	175,512
250 SH COSTCO WHOLESALE CORP	133,201	229,068
1,200 SH COLGATE PALMOLIVE CO CL	33,804	109,092
800 SH PEPSICO INC PEP	45,689	121,648
800 SH PROCTER & GAMBLE CO PG	43,639	134,120
1,200 ISH SELECT DIVIDEND ETF DVY	101,837	157,548
1,400 SH ISHARES RUSSELL 2000 ETF	275,173	309,344
7,000 ISH SILVER TRUST SLV	170,455	184,310
500 SPDR S&P 400 ETF TRUST SPY	179,154	293,040
2,000 SH CAMECO CORP CORP CCJ	111,761	102,780
900 SH CHEVRON CORPORATION CVX	53,776	130,356
1,000 SH EXXON MOBIL CORP XOM	74,725	107,570
2,500 SPDR ENERGY SELECT SECTOR ETF FUND LARGE CAP EQUITY XLE	132,801	214,150
3,000 ALERIAN ETF MLP AMLP	138,152	144,480
1,500 SH FIRST TRUST NASDAQ-100 EQUAL WEIGHT INDEX ETF	152,807	187,440
1,500 SH INVESCO ETF RZV	134,291	167,049
1,000 ISHARES CORE HIGH DIVIDEND ETF HDV	102,643	112,260
4,000 ISH BITCOIN TRUST ETF IBIT	149,964	212,200
2,000 SPDR S&P REGIONAL BANKING ETF KRE	97,735	120,700
4,000 SH SPDR FINANCIAL SELECT SECTOR ETF FUND XLF	61,509	193,320
1,000 SH JOHNSON & JOHNSON COM JNJ	60,830	144,620
1,800 SH ROBO GLOBAL ROBOTICS AUTOMATION ETF ROBO	98,859	101,268
1,200 SH SPDR INDUSTRIAL SELECT SECT ETF FUND XLI	89,925	158,112
1,000 SH WASTE MANAGEMENT INC WM	30,006	201,790
1,000 SH ALPHABET INC CLASS A COMMON STOCK GOOGL	15,751	189,300
1,400 SH APPLE INC COMMON STOCK AAPL	13,318	350,588
1,000 SH MICROSOFT MSFT	89,265	421,500
1,000 SH NVIDIA CORP NVDA	133,680	134,290
2,500 PALANTIR TECHNOLOGIES INC. COMMON STOCK PLTR	92,901	189,075
3,000 SH GLOBAL X US INFRASTRUCTURE ETF PAVE	60,143	121,230
5,000 ISH GOLD TRUST ETF IAU	176,504	247,550
14,048.694 SH NATIXIS LOOMIS SAYLESS STRATEGIC INCOME - CLASS Y NEZYX	199,300	168,865
12,000 SH NATIXUS VAUGHAN NELSON ABSOLUTE STRATEGIES - CLASS Y LASYX	121,950	114,360
750 SH NEXSTAR MEDIA GROUP INC COMMON STOCK NXST	120,923	118,478
6,500 THE WENDY'S CO COMMON STOCK WEN	125,124	105,950
4,000 ENERGIZER HOLDINGS INC COMMON STOCK ENR	153,965	139,560
1,200 POST HLDGS, INC. COMMON STOCK POST	126,113	137,352
1,000 SH DIAMONDBACK ENERGY INC COMMON STOCK FANG	95,627	163,830
5,400 SH KINDER MORGAN INC. COMMON KMI	90,022	147,960
600 SH CME GROUP INC CME	129,477	139,338
800 SH INTERACTIVE BROKERS GROUP INC IBKR	66,486	141,336
800 SH JP MORGAN CHASE & CO COMMON JPM	23,108	191,768
1,300 SH WINTRUST FINANCIAL CORP WTFC	108,711	162,123
3,200 SH BRISTOL MYERS SQUIBB CO COMMON BMY	186,604	180,992
1,160 SH DAVITA INC COMMON STOCK DVA	84,989	173,478
2,500 SH HALOZYME THERAPEUTICS INC COMMON STOCK HALO	140,936	119,525
1,900 SH MERIT MEDICAL SYSTEM INC	132,170	183,768
1,200 SH ZIMMER BIOMET HOLDINGS INC ZBH	154,266	126,756
1,700 BRINKS CO BCO	116,830	157,709
800 SH GENUINE PARTS CO GPC	136,844	93,408
200 SH UNITED RENTALS INC URI	27,416	140,888
5,600 SH DXC TECHNOLOGY CO COMMON STOCK DXC	130,256	111,888
1,400 SH IRON MOUNTAIN INC COMMON STOCK IRM	42,070	147,154
600 SH SALESFORCE INC. CRM	122,025	200,598
1,200 SH WESTERN DIGITAL WDC	79,902	71,556
350 WEX INC COMMON STOCK WEX	55,813	61,362
5,600 SH GRAPHIC PACKAGING HOLDING CO COMMON STOCK GPK	136,154	152,096
500 SH VALMONT INDUSTRIES INC VMI	143,734	153,335
600 SH AMERICAN ELECTRIC PWR INC COMMON AEP	52,679	55,338
2,400 SH ENTERGY COREP ETR	90,089	181,968
151 SH MCDONALD CORP COMMON STOCK	32,298	43,773
99 TARGET CORP COM TGT	16,821	13,383
251 SH PROCTER & GAMBLE CO COMMON	33,106	42,080
1,931 ISHARES CORE S&P SMALL CAP ETF ISHARES TR	158,462	222,490
324 SH CHEVRON CORPORATION	31,751	46,928
253 SH EOG RESOURCES INC EOG	31,787	31,013
3,256 SH MSCI EM EX CHINA INDEX ETF EMXC	161,444	180,545
24 SH BLACKROCK INC	20,675	24,603
544 SH US BANCORP	24,885	26,020
294 SH ABBOTT LABORATORIES COMMON STOCK	32,342	33,254
137 SH AMGEN INC.COM	34,039	35,708
203 SH JOHNSON & JOHNSON.COM	31,774	29,358
137 PFIZER INC COMMON PFE	5,612	3,635
147 SH QUEST DIAGNOSTICS INC (DGX)	20,604	22,176
22 SH CUMMINS INC CMI	5,625	7,669
219 SH DOVER CORP COM	25,971	41,084
106 SH GENERAL DYNAMICS CORP COMMON STOCK	20,799	27,930
84 UNITED PARCEL SERVICE INC	16,633	10,592
234 SH WASTE MANAGEMENT INC NEW	27,931	47,219
277 SH APPLE INC COMMON STOCK	31,427	69,366
659 SH CISCO SYSTEM INC	32,776	39,013
794 SH CORNING INC	27,876	37,731
817 SH IRON MOUNTAIN INC COMMON STOCK	26,198	85,875
142 SH MICROSOFT	32,842	59,853
111 SH TEXAS INSTRUMENTS INC	20,737	20,814
109 SH AIR PRODS & CHEMS INC COMMON STOCK	32,395	31,614
16,922.661 SH FIDELITY MID CAP INDX-INS PR	419,296	577,981
16,354.514 SH VANGUARD HIGH YIELD DIVIDEND IND ADM	400,040	629,158
3,877.419 SH VANGUARD GROWTH INDEX FUND	446,004	819,027
80,883.789 SH BAIRD AGGREGATE BOND FUND	900,676	780,529
12,586.009 SH FEDERATED HERMES INSTITUTIONAL HIGH YIELD BOND INST CLASS #900	121,609	111,512
9,516.781 JOHCM INTERNATIONAL SELECT FUND	263,973	217,268
2,066 SH ISHARES CORE U.S. AGGREGATE BOND ETF AGG	208,101	200,195
1335 ISHARES SHORT TREASURY BOND ETF SHV	146,568	146,997

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

THE JEANNE G HAMILTON AND LAWSON W

HAMILTON JR FAMILY FOUNDATION INC

EIN:

20-1885473

US Government Securities - End of Year Book Value:

300,132

US Government Securities - End of Year Fair Market Value:

299,765

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

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

- TIN:

TY 2024 OtherExpensesSchedule

Name:

THE JEANNE G HAMILTON AND LAWSON W

HAMILTON JR FAMILY FOUNDATION INC

EIN:

20-1885473

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK SERVICE FEES	1,526	0		0
OTHER EXPENSES	1,457	1,457		0

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

THE JEANNE G HAMILTON AND LAWSON W

HAMILTON JR FAMILY FOUNDATION INC

EIN:

20-1885473

Description	Amount
UNREALIZED GAINS	6,616

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

THE JEANNE G HAMILTON AND LAWSON W

HAMILTON JR FAMILY FOUNDATION INC

EIN:

20-1885473

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVEST. MGMT FEES	121,099	121,099		0

- TIN:

TY 2024 TaxesSchedule

Name:

THE JEANNE G HAMILTON AND LAWSON W

HAMILTON JR FAMILY FOUNDATION INC

EIN:

20-1885473

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	1,233	1,233		0