Nonprofit · EIN 26-1289965
ROBERT AND ARLENE HAMILTON FAMILY CHARITABLE FOUNDATION
Tax-exempt · ANKENY, IA 50021
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $537,452 | $447,105 | $90,347 | $2,605,279 | $161,640 | $2,443,639 |
| July 31, 2024 | 990-PF | $111,854 | $9,181 | $102,673 | $2,361,827 | $8,535 | $2,353,292 |
| July 31, 2023 | 990-PF | $2,108,653 | $6,882 | $2,101,771 | $2,250,619 | $0 | $2,250,619 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $425,000
- Dividends
- $34,286
- Interest
- $39,021
- Net gain from sales of assets
- $39,145
Expenses
- Grants and similar amounts paid
- $426,000
- Compensation of officers, directors and key employees
- $2,000
- Disbursements for charitable purposes
- $426,000
- Excise tax on investment income
- $1,326
Balance sheet and other
- Total assets, start of year
- $2,361,827
- Total assets, end of year
- $2,605,279
- Total liabilities, end of year
- $161,640
- Net assets, end of year
- $2,443,639
- Fair market value of assets
- $2,605,279
- Qualifying distributions
- $426,000
- Net investment income
- $112,452
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steve Afdahl 42382 Lyles Drive, Temecula, CA 92592 | Director | 1 | $1,000 |
| Thomas Ubben 1221 Main St, Ackley, IA 50601 | Director | 1 | $1,000 |
| Scott Hamilton 3410 NE Briarwood Dr, Ankeny, IA 50021 | Presidnet | 1 | $0 |
990-PF for the year ended July 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steve Afdahl 41282 Lyles Drive, Temecula, CA 92592 | Director | 1 | $1,000 |
| Thomas Ubben 1221 Main St, Ackley, IA 50601 | Director | 1 | $1,000 |
| Scott Hamilton 3410 NE Briarwood Dr, Ankeny, IA 50021 | Presidnet | 1 | $0 |
990-PF for the year ended July 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steve Afdahl 41282 Lyles Drive, Temecula, CA 92592 | Director | 1 | $1,000 |
| Thomas Ubben 1221 Main St, Ackley, IA 50601 | Director | 1 | $1,000 |
| Scott Hamilton 3410 NE Briarwood Dr, Ankeny, IA 50021 | Presidnet | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3410 NE BRIARWOOD DR, ANKENY, IA 50021-9694
- In care of
- % LARRY MCKIBBEN
- Signed the 990-PF
- Scott Hamilton, President
- Phone
- (515) 964-8434
- Return prepared by
- Jacobsen & Company LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1289965
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,605,279
- Income (IRS master file)
- $2,214,307
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $537,452 | $447,105 | $2,605,279 | XML |
| 990-PF | July 2024 | $111,854 | $9,181 | $2,361,827 | IRS |
| 990-PF | July 2023 | $2,108,653 | $6,882 | $2,250,619 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | IRS |
| 990-PF | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1289965).
Questions about ROBERT AND ARLENE HAMILTON FAMILY CHARITABLE FOUNDATION
- What is the EIN of ROBERT AND ARLENE HAMILTON FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROBERT AND ARLENE HAMILTON FAMILY CHARITABLE FOUNDATION is 26-1289965.
- Is ROBERT AND ARLENE HAMILTON FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ROBERT AND ARLENE HAMILTON FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND ARLENE HAMILTON FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND ARLENE HAMILTON FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT AND ARLENE HAMILTON FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of ROBERT AND ARLENE HAMILTON FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $1,000 (Steve Afdahl, Director).
- How much revenue does ROBERT AND ARLENE HAMILTON FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $537,452, expenses of $447,105 and total assets of $2,605,279 at year end.
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