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Nonprofit · EIN 54-6402636

HAMILTON FAM FOUNDATION TR

Also known as HAMILTON JAMES C JR TTEE

Tax-exempt · RICHMOND, VA 23226

Financials

$880K$238K2023$480K$178K2024$5.8M$273K2025
Revenue Expenses · by fiscal year end
Financials of HAMILTON FAM FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$5,798,408$272,750$5,525,658$3,801,782$0$3,801,782
December 31, 2024990-PF$479,604$178,223$301,381$3,177,759$0$3,177,759
December 31, 2023990-PF$879,939$237,530$642,409$3,267,195$0$3,267,195
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$4,911,890
Dividends
$97,774
Net gain from sales of assets
$788,744

Expenses

Grants and similar amounts paid
$270,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$270,275
Excise tax on investment income
$12,288

Balance sheet and other

Total assets, start of year
$3,177,759
Total assets, end of year
$3,801,782
Total liabilities, end of year
$0
Net assets, end of year
$3,801,782
Fair market value of assets
$11,074,964
Qualifying distributions
$270,275
Net investment income
$886,518

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
HELEN H HORSLEY
210 GUN CLUB ROAD, RICHMOND, VA 23221
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JAMES C HAMILTON
210 GUN CLUB ROAD, RICHMOND, VA 23221
TRUSTEE0$0
HELEN H HORSLEY
210 GUN CLUB ROAD, RICHMOND, VA 23221
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
JAMES C HAMILTON
210 GUN CLUB ROAD, RICHMOND, VA 23221
TRUSTEE0$0
HELEN H HORSLEY
210 GUN CLUB ROAD, RICHMOND, VA 23221
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 17950, RICHMOND, VA 23226-7950
Signed the 990-PF
HELEN H HAMILTON, TRUSTEE
Phone
(804) 285-7700
Return prepared by
BRYAN BROTHERS INC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
54-6402636
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,801,782
Income (IRS master file)
$5,964,119

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$5,798,408$272,750$3,801,782IRS
990-PFDecember 2024$479,604$178,223$3,177,759IRS
990-PFDecember 2023$879,939$237,530$3,267,195XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 54-6402636).

Questions about HAMILTON FAM FOUNDATION TR

What is the EIN of HAMILTON FAM FOUNDATION TR?
The employer identification number (EIN) of HAMILTON FAM FOUNDATION TR is 54-6402636.
Is HAMILTON FAM FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to HAMILTON FAM FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAMILTON FAM FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of HAMILTON FAM FOUNDATION TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HAMILTON FAM FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HAMILTON FAM FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does HAMILTON FAM FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,798,408, expenses of $272,750 and total assets of $3,801,782 at year end.

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