Hamill Family Foundation: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- Hamill Family Foundation (EIN 36-6096808)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349107869
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:21:58-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARK & PARK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Skokie Boulevard Suite 255 | AddressLine1Txt |
| City | Wilmette | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366096808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hamill Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMI | BusinessNameControlTxt |
| Phone | 3126760300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Briar Hall LLC 200 W Madison | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jonathan C Hamill | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3126760300 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jonathan | PersonFirstNm |
| Person Last | Hamill | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas G Park | PreparerPersonNm |
| PTIN | P01058539 | PTIN |
| Phone | 8472516700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,305,054 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $773,735 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $510 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $510 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $716,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $716,676 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,515,163 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,639,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,515,163 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $48,157 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$100,828 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,054,241 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,131,521 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $9,737 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,869 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,868 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $141,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $141,374 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $105,879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,879 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $71,535 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,524 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $328,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,646 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,190,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,190,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,518,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,646 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,195,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,464,584 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,906,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,013,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,306,268 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,306,268 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $30 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,788 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $30 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $30 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $1,577,886 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,660,675 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,660,675 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,929,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,806,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,806,011 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,066,996 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,531,632 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,531,632 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $3,811,032 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,804,467 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,804,467 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $187,208 | OtherAssetsBOYAmt |
| Other Assets EOY | $195,971 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $195,971 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $56,593,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,305,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,305,054 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $12,548,596 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,424,096 | GrantsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,548,596 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,424,096 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $44,044,892 | CapitalStockBOYAmt |
| Capital Stock EOY | $45,880,958 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,044,892 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,880,958 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $56,593,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,305,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,044,892 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,464,584 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,400,872 | OtherIncreasesAmt |
| Subtotal | $46,981,180 | SubtotalAmt |
| Other Decreases | $1,100,222 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,880,958 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Publicly traded securities | $14,716,782 | $0 | $11,124,770 | $3,592,012 | $0 | $0 | $0 | $3,592,012 | |||
| From Flow Through Entities | $923,151 | $0 | $0 | $923,151 | $0 | $0 | $0 | $923,151 | D | 2013-07-11 | 2020-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,515,163 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68,206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $142,674 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $11,471 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $154,145 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$154,145 | OriginalReturnOverpaymentAmt |
| Overpayment | $85,939 | OverpaymentAmt |
| Applied To ES Tax | $68,208 | AppliedToESTaxAmt |
| Refund | $17,731 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Briar Hall LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126760300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W Madison Ste 3400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jonathan Hamill | ||||||||
| 545 Knoll Road | Barrington | IL | 60010 | Director, Pres, Chrmn | 1.00 | $0 | $0 | $0 |
| Elizabeth C Bramsen | ||||||||
| 26 Ridge Road | Barrington | IL | 60010 | Director, VP, Sec | 1.00 | $0 | $0 | $0 |
| Nancy CH Winter | ||||||||
| 5229 S Massbach Road | Stockton | IL | 61085 | Director, VP, Treas | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Segall Bryant & Hamill | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 540 W Madison Suite 1900 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $134,751 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,779,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,657,050 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,544,927 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,981,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $50,981,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $764,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,216,780 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,510,839 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,510,839 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,206 | TotalTaxAmt |
| Distributable Before Adj | $2,442,633 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,200 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,443,833 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,443,833 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,195,183 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,195,183 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,195,183 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,443,833 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,202,012 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,398,513 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,948,734 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,138,581 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,346,393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,034,233 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,195,183 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,443,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,751,350 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,785,583 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,202,012 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,583,571 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,398,513 | ExcessFromYear4Amt |
| Excess From Year3 | $4,948,734 | ExcessFromYear3Amt |
| Excess From Year2 | $4,138,581 | ExcessFromYear2Amt |
| Excess From Year1 | $6,346,393 | ExcessFromYear1Amt |
| Excess From Current Year | $6,751,350 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jonathan Hamill | ContributingManagerNm |
| Contributing Manager | Elizabeth C Bramsen | ContributingManagerNm |
| Contributing Manager | Nancy CH Winter | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (156 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AAAS Development | ||||||
| 1200 New York Avenue NW | Washington | DC | 20005 | PC | Unrestricted | $1,000 |
| Roger Baldwin Foundation of ACLU Inc | ||||||
| 125 Broad Street 18th Floor | New York | NY | 10004 | PC | Unrestricted | $2,000 |
| Adirondack Council | ||||||
| PO Box D-2 | Elizabethtown | NY | 12932 | PC | Vision 2050Campaign | $25,000 |
| Adirondack Council | ||||||
| PO Box D-2 | Elizabethtown | NY | 12932 | PC | Unrestricted | $10,000 |
| Adirondack Explorer | ||||||
| 103 Hand Ave Suite 3 | New York | NY | 12932 | PC | Unrestricted | $4,000 |
| Advocate Charitable Foundation | ||||||
| 3075 Highland Pkwy 600 | Downers Grove | IL | 60515 | PC | Unrestricted | $12,500 |
| African Wildlife Foundation | ||||||
| 1100 New Jersey Ave SE Ste 900 | Washington | DC | 20003 | PC | Unrestricted | $1,000 |
| Alliance for Community Transformations | ||||||
| PO Box 2075 | Mariposa | CA | 95338 | PC | Unrestricted | $2,000 |
| American Bird Conservancy | ||||||
| PO Box 249 | The Plains | VA | 20198 | PC | Unrestricted | $1,000 |
| American Farmland Trust | ||||||
| 1150 Connecticut Ave No 600 | Washington | DC | 20036 | PC | Unrestricted | $1,000 |
| American Horse Trials Foundation Inc | ||||||
| 363 North Loomis St | Southwick | MA | 01077 | PC | Unrestricted | $60,000 |
| American Rivers Inc | ||||||
| 1101 14th Street NW No 1400 | Washington | DC | 20005 | PC | Unrestricted | $3,000 |
| Amnesty International | ||||||
| 5 Penn Plaza 16th Floor | New York | NY | 10001 | PC | Unrestricted | $2,000 |
| Artists For Humanity | ||||||
| 100 West Second St 2nd Floor | Boston | MA | 02127 | PC | Unrestricted | $1,000 |
| Balanced Rock Foundation | ||||||
| PO Box 102 | El Portal | CA | 95318 | PC | Unrestricted | $32,000 |
| Barrington Area Community Foundation | ||||||
| 18 East Dundee Rd Suite 300 | Barrington | IL | 60010 | PC | Unrestricted | $5,000 |
| Barrington Area Conservation Trust | ||||||
| 145 W Main Street Suite 201 | Barrington | IL | 60010 | PC | Unrestricted | $13,500 |
| Barrington Area Historical Society | ||||||
| 212 West Main Street | Barrington | IL | 60010 | PC | Unrestricted | $250 |
| Bike SLO County | ||||||
| 860 Pacific St Suite 105 | San Luis Obispo | CA | 93401 | PC | Unrestricted | $1,000 |
| Black Mamas Matter Alliance | ||||||
| 1237 Ralph David Abernathy Blvd | Atlanta | GA | 30310 | PC | Unrestricted | $1,000 |
| Bowdoin College | ||||||
| 5400 College Station | Brunswick | ME | 04011 | PC | Unrestricted | $1,000 |
| Brady Center to Prevent Gun Violence | ||||||
| 840 First St NE Suite 400 | Washington | DC | 20002 | PC | Unrestricted | $2,000 |
| Chicago Zoological Society | ||||||
| 3300 Golf Road | Brookfield | IL | 60513 | PC | Hamill FamilyScience & NaturePlaza | $1,000,000 |
| Chicago Zoological Society | ||||||
| 3300 Golf Road | Brookfield | IL | 60513 | PC | Care of Animals& EducationPrograms | $1,000,000 |
| Chicago Zoological Society | ||||||
| 3300 Golf Road | Brookfield | IL | 60513 | PC | Unrestricted | $61,500 |
| Brown University | ||||||
| Controllers Office-Box 1893 | Providence | RI | 02912 | PC | Unrestricted | $1,000 |
| Camp Chippewa Foundation | ||||||
| 7359 Niagara Lane North | Maple Grove | MN | 55311 | PC | Unrestricted | $3,000 |
| Cayucos Land Conservancy | ||||||
| PO Box 336 | Cayucos | CA | 93430 | PC | Unrestricted | $1,000 |
| Center for Plant Conservation | ||||||
| 4651 Shaw Blvd No 173 | Saint Louis | MO | 63110 | PC | Unrestricted | $1,000 |
| Center for Whole Communities Inc | ||||||
| PO Box 5483 | Burlington | VT | 05402 | PC | Unrestricted | $1,000 |
| Charities Aid Foundation America | ||||||
| 225 Reinekers Lane | Alexandria | VA | 22314 | PC | Friends of Yangon HeritageTrust | $5,000 |
| Chicago Horticultural Society | ||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | PC | Unrestricted | $1,000 |
| Chicago Coalition for the Homeless | ||||||
| 70 East Lake Street | Chicago | IL | 60601 | PC | Unrestricted | $2,000 |
| Choate Rosemary Hall | ||||||
| 333 Christian Street | Wallingford | CT | 06492 | PC | Unrestricted | $1,000 |
| Citizens for Conservation | ||||||
| 459 West Highway 22 | Barrington | IL | 60010 | PC | Unrestricted | $5,000 |
| Cofan Survival Fund | ||||||
| 53 Washington Blvd | Oak Park | IL | 60302 | PC | Unrestricted | $10,000 |
| Colorado Rocky Mountain School | ||||||
| 500 Holden Way | Carbondale | CO | 81623 | PC | Unrestricted | $2,000 |
| Community Fdn of Southern Wisconsin | ||||||
| PO Box 8125 | Janesville | WI | 54547 | PC | Unrestricted | $1,000 |
| Conservancy of Southwest Florida | ||||||
| 1452 Smith Preserve Way | Naples | FL | 34102 | PC | Unrestricted | $25,000 |
| Conservation International Foundation | ||||||
| 2011 Crystal Drive No 500 | Arlington | VA | 22202 | PC | Unrestricted | $1,000 |
| Friends of the Cornell Lab of Ornithology | ||||||
| 159 Sapsucker Woods Road | Ithaska | NY | 14850 | SO I | Unrestricted | $5,000 |
| Defenders of Wildlife | ||||||
| 1130 17th Street NW | Washington | DC | 20036 | PC | Unrestricted | $5,000 |
| Doctors Without Borders USA | ||||||
| 40 Rector St 16th Floor | New York | NY | 10006 | PC | Unrestricted | $1,000 |
| Earthjustice | ||||||
| 50 California Street Suite 500 | San Francisco | CA | 94111 | PC | Unrestricted | $10,000 |
| Environmental Defense Fund | ||||||
| 257 Park Avenue South | New York | NY | 10010 | PC | Unrestricted | $12,000 |
| Environmental Law & Policy Center | ||||||
| 35 East Wacker Drive No 1600 | Chicago | IL | 60601 | PC | Midwest EnvironmentalEmergency Fund | $275,000 |
| Environmental Law & Policy Center | ||||||
| 35 East Wacker Drive No 1600 | Chicago | IL | 60601 | PC | TechnologyGrant Program | $75,000 |
| Equine Land Conservation Resource | ||||||
| 4037 Iron Works Pike 120 | Lexington | KY | 40511 | PC | Unrestricted | $65,000 |
| Equip for Equality | ||||||
| 20 N Michigan Ave No 300 | Chicago | IL | 60602 | PC | Unrestricted | $2,000 |
| Fidelity Charitable Gift Fund | ||||||
| 200 Seaport Blvd NCW48 | Boston | MA | 02210 | PC | Unrestricted | $100,000 |
| Field Museum of Natural History | ||||||
| 1400 S Lake Shore Drive | Chicago | IL | 60605 | PC | Staffing Needs& Emergency FundingLariviere Initiative | $1,000,000 |
| Field Museum of Natural History | ||||||
| 1400 S Lake Shore Drive | Chicago | IL | 60605 | PC | Stewardship of NativeGarden | $100,000 |
| Field Museum of Natural History | ||||||
| 1400 S Lake Shore Drive | Chicago | IL | 60605 | PC | Unrestricted | $50,000 |
| Fox River Valley Hound Heritage Foundation | ||||||
| 3 Eagle Point Drive | Barrington Hills | IL | 60010 | PC | Unrestricted | $5,000 |
| Friends of Barrington's White House | ||||||
| 145 W Main St | Barrington | IL | 60010 | PC | Unrestricted | $10,000 |
| Friends of Nachusa Grasslands | ||||||
| 8772 S Lowden Road | Franklin Grove | IL | 61031 | PC | Equipment Purchase | $100,000 |
| Friends of Nachusa Grasslands | ||||||
| 8772 S Lowden Road | Franklin Grove | IL | 61031 | PC | Unrestricted | $5,000 |
| Friends of the Forest Preserves | ||||||
| 542 S Dearborn Suite 400 | Chicago | IL | 60605 | PC | Unrestricted | $1,000 |
| Friends of the Teton River | ||||||
| Post Office Box 768 | Driggs | ID | 83422 | PC | Unrestricted | $2,500 |
| Galena-Jo Daviess Co Historical Society | ||||||
| 513 Bouthillier St | Galena | IL | 61036 | PC | Unrestricted | $1,000 |
| Galena-Jo Daviess Co Historical Society | ||||||
| 513 Bouthillier St | Galena | IL | 61036 | PC | Salary, PropertyTaxes, Grounds& Maintenance | $150,000 |
| Garfield Heritage Society | ||||||
| P O Box 403 | LaFox | IL | 60147 | PC | Collections &ArchivesBuilding (Museum) | $2,000 |
| Gathering Waters | ||||||
| 211 South Paterson St Suite 270 | Madison | WI | 53703 | PC | Unrestricted | $1,000 |
| GLAAD Inc | ||||||
| 104 W 29th Street 4th Floor | New York | NY | 10001 | PC | Unrestricted | $2,000 |
| Giffords Law Ctr to Prevent Gun Violence | ||||||
| 268 Bush St 555 | San Francisco | CA | 94104 | PC | Unrestricted | $2,000 |
| Girl Scouts of California's Central Coast | ||||||
| 1500 Palma Drive Suite 100 | Ventura | CA | 93003 | PC | Unrestricted | $1,000 |
| Grand Teton National Park Foundation | ||||||
| PO Box 249 | Moose | WY | 83102 | PC | MigratoryResearch | $25,000 |
| Grand Teton National Park Foundation | ||||||
| PO Box 249 | Moose | WY | 83102 | PC | Unrestricted | $2,000 |
| Greater Yellowstone Coalition | ||||||
| 215 S Wallace Ave | Bozeman | MT | 59715 | PC | Unrestricted | $1,000 |
| Groundswell Fund | ||||||
| 548 Market St 49734 | San Francisco | CA | 94101 | PC | Unrestricted | $2,000 |
| High Country News | ||||||
| PO Box 1090 | Panoia | CO | 81428 | PC | Unrestricted | $1,000 |
| Hooved Animal Rescue & Protection Society | ||||||
| P O Box 94 | Barrington | IL | 60011 | PC | Unrestricted | $2,000 |
| Hotchkiss School | ||||||
| 11 Interlaken | Lakeville | CT | 06039 | PC | Unrestricted | $25,000 |
| For the Girls Inc | ||||||
| PO Box 2736 | Wheaton | MD | 20915 | PC | Unrestricted | $1,000 |
| Illinois Audubon Society | ||||||
| P O Box 2547 | Springfield | IL | 62708 | PC | Unrestricted | $1,000 |
| Illinois Prairie Path | ||||||
| P O Box 1086 | Wheaton | IL | 60187 | PC | Unrestricted | $1,250 |
| Inner Asian Conservation Inc | ||||||
| 31 North Mill Rd | Princeton Junction | NJ | 08550 | PF | Unrestricted | $18,000 |
| International Snow Leopard Trust | ||||||
| 4649 Sunnyside Avenue North No 325 | Seattle | WA | 98103 | PC | Unrestricted | $1,000 |
| Jackson Hole Land Trust | ||||||
| P O Box 2897 | Jackson | WY | 83001 | PC | Unrestricted | $1,000 |
| Jo Daviess Conservation Foundation | ||||||
| P O Box 216 | Elizabeth | IL | 61028 | PC | Unrestricted | $136,000 |
| Land Conservancy of McHenry County | ||||||
| P O Box 352 | Woodstock | IL | 60098 | PC | Unrestricted | $2,500 |
| Land Conservancy of San Luis Obispo Co | ||||||
| 1137 Pacific St Suite A | San Luis Obispo | CA | 93401 | PC | LandConservationProjects | $2,000 |
| Land Trust Alliance | ||||||
| 1250 H Street NW Suite 600 | Washington | DC | 20005 | PC | Unrestricted | $52,000 |
| Legal Assistance Foundation | ||||||
| 120 S LaSalle St No 900 | Chicago | IL | 60603 | PC | Unrestricted | $2,000 |
| LightHawk | ||||||
| P O Box 2710 | Telluride | CO | 81435 | PC | Unrestricted | $1,000 |
| Little Home Church by the Wayside | ||||||
| 32W128 Army Trail Road | Wayne | IL | 60184 | PC | Unrestricted | $100,000 |
| Greater Fresno Area Intergroup Association Inc | ||||||
| 3636 N First | Fresno | CA | 93726 | PC | Mariposa AAFellowship | $1,000 |
| Max McGraw Wildlife Foundation | ||||||
| P O Box 9 | Dundee | IL | 60118 | POF | Unrestricted | $1,000 |
| Community Foundation of Southern Wisconsin Inc | ||||||
| 26 S Jackson St | Janesville | WI | 53548 | PC | Mineral PointCommunity Fund | $1,000 |
| Monterey Bay Aquarium | ||||||
| 886 Cannery Row | Monterey | CA | 93940 | PC | Unrestricted | $1,000 |
| Morton Arboretum | ||||||
| 4100 Illinois Route 53 | Lisle | IL | 60532 | PC | Center for TreeScience and TreeConservation Programs | $500,000 |
| Morton Arboretum | ||||||
| 4100 Illinois Route 53 | Lisle | IL | 60532 | PC | Unrestricted | $10,000 |
| Naples Zoo | ||||||
| 1590 Goodlette-Frank Rd | Naples | FL | 34102 | PC | Hamill FamilyEducation Center | $774,500 |
| National Forest Foundation | ||||||
| Bldg 27 Suite 3 Fort Missoula Rd | Missoula | MT | 59804 | PC | Midewin NationalTallgrass PrairieRestoration | $100,000 |
| National Parks Conservation Association | ||||||
| 777 6th St NW No 700 | Washington | DC | 20001 | PC | LandscapeConservation | $50,000 |
| National Parks Conservation Association | ||||||
| 777 6th St NW No 700 | Washington | DC | 20001 | PC | Unrestricted | $1,000 |
| Natural Land Institute | ||||||
| 320 South Third Street | Rockford | IL | 61104 | PC | Nygren WetlandsPreserveEndowment | $1,000 |
| National Organization For Women Foundation Inc | ||||||
| 1100 H Street NW Suite 300 | Washington | DC | 20005 | PC | Unrestricted | $1,000 |
| Natural Resources Defense Council | ||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Unrestricted | $21,000 |
| Nature Bridge | ||||||
| 28 Geary Street No 650 | San Francisco | CA | 94108 | PC | Unrestricted | $8,800 |
| Nature Conservancy of Illinois | ||||||
| 8 S Michigan Ave Suite 900 | Chicago | IL | 60603 | PC | LandConservationFund | $15,000 |
| Northern Forest Canoe Trail | ||||||
| P O Box 565 | Waitsfield | VT | 05673 | PC | Unrestricted | $35,000 |
| NoticeAbility | ||||||
| 150 Lake View Avenue | Cambridge | MA | 02138 | PC | Unrestricted | $1,000 |
| Openlands | ||||||
| 25 E Washington Street Suite 1650 | Chicago | IL | 60602 | PC | Hamill FamilyImpact Investment | $900,000 |
| Openlands | ||||||
| 25 E Washington Street Suite 1650 | Chicago | IL | 60602 | PC | Space to GrowInitiative | $100,000 |
| Openlands | ||||||
| 25 E Washington Street Suite 1650 | Chicago | IL | 60602 | PC | Unrestricted | $8,500 |
| Partners In Health | ||||||
| 800 Boylston Street Suite 300 | Boston | MA | 02199 | PC | Unrestricted | $1,000 |
| Period Inc | ||||||
| 1801 NW Upshur St Suite 565 | Portland | OR | 97209 | PC | Unrestricted | $1,000 |
| Planned Parenthood Federation of America | ||||||
| 123 William Street 10th Floor | New York | NY | 10038 | PC | Unrestricted | $5,000 |
| Point Blue Conservation Science | ||||||
| 3820 Cypress Drive 11 | Petaluma | CA | 94954 | PC | Unrestricted | $1,000 |
| Prairie State Conservation Coalition | ||||||
| PO Box 2547 | Springfield | IL | 62708 | PC | Unrestricted | $1,000 |
| Preservation Partners of Fox Valley | ||||||
| PO Box 93 | St Charles | IL | 60174 | PC | Unrestricted | $1,000 |
| Rails to Trails Conservancy | ||||||
| 2121 Ward Ct NW 5th Fl | Washington | DC | 20037 | PC | Unrestricted | $1,000 |
| Resources Legacy Fund | ||||||
| 555 Capitol Mall Suite 1095 | Sacramento | CA | 95814 | PC | Unrestricted | $2,000 |
| Robert Louis Stevenson School | ||||||
| 3152 Forest Lake Road | Pebble Beach | CA | 93953 | PC | Unrestricted | $2,500 |
| Saratoga PLAN | ||||||
| 112 Spring Street Suite 202 | Saratoga Springs | NY | 12866 | PC | Unrestricted | $4,000 |
| Seacology | ||||||
| 1623 Solano Avenue | Berkeley | CA | 94707 | PC | Unrestricted | $1,000 |
| Shady Hill School | ||||||
| 178 Coolidge Hill | Cambridge | MA | 02138 | PC | Unrestricted | $3,500 |
| Sierra Club Foundation | ||||||
| 85 Second Street | San Francisco | CA | 94105 | PC | Unrestricted | $6,000 |
| Small Wilderness Area Preserves | ||||||
| PO Box 6442 | Los Osos | CA | 93412 | PC | Unrestricted | $1,000 |
| Student Conservation Association | ||||||
| 689 River Road | Charlestown | NH | 03603 | PC | Unrestricted | $1,000 |
| Surfrider Foundation | ||||||
| No 73550 | San Clemente | CA | 92673 | PC | Unrestricted | $2,000 |
| Swedish Medical Center Foundation | ||||||
| 747 Broadway | Seattle | WA | 98122 | PC | Unrestricted | $1,000 |
| Teton Regional Land Trust | ||||||
| PO Box 247 | Driggs | ID | 83422 | PC | Unrestricted | $15,500 |
| The Ayurvedic Institute | ||||||
| PO Box 23445 | Albuquerque | NM | 87192 | PC | Unrestricted | $1,000 |
| The Bhutan Foundation | ||||||
| 21 DuPont Circle NW | Washington | DC | 20036 | PC | Unrestricted | $35,000 |
| The Conservation Foundation | ||||||
| 10S404 Knoch Knolls Road | Naperville | IL | 60565 | PC | ChallengeGrant Program | $75,000 |
| The Conservation Foundation | ||||||
| 10S404 Knoch Knolls Road | Naperville | IL | 60565 | PC | Unrestricted | $10,000 |
| The Food Project | ||||||
| 10 Lewis Street | Lincoln | MA | 01773 | PC | Unrestricted | $1,000 |
| The International Crane Foundation | ||||||
| 11376 Shady Lane Rd | Baraboo | WI | 53913 | PC | Whooping CraneConservation | $150,000 |
| The Masters School | ||||||
| 49 Clinton Avenue | Dobbs Ferry | NY | 10522 | PC | Unrestricted | $30,000 |
| The Nature Conservancy | ||||||
| 4245 North Fairfax Drive Suite 100 | Arlington | VA | 22203 | PC | Land ConservationFund | $1,000,000 |
| The Nature Conservancy of Adironack | ||||||
| PO Box 130 | Keene | NY | 12942 | PC | Unrestricted | $1,000 |
| The Nature Conservancy of Idaho | ||||||
| 4245 North Fairfax Dr Suite 100 | Arlington | VA | 22203 | PC | Unrestricted | $1,000 |
| The Nature Conservancy of Vermont | ||||||
| 575 Stone Cutters Way | Montpelier | VT | 05602 | PC | Unrestricted | $1,000 |
| The Trevor Project Inc | ||||||
| PO Box 69232 | West Hollywood | CA | 90069 | PC | Unrestricted | $1,000 |
| The Wetlands Initiative | ||||||
| 53 W Jackson Blvd No 1015 | Chicago | IL | 60604 | PC | Unrestricted | $5,000 |
| The Wilderness Society | ||||||
| 1615 M Street NW | Washington | DC | 20036 | PC | Unrestricted | $1,000 |
| Tompkins Conservation | ||||||
| 1606 Union Street | San Francisco | CA | 94123 | PC | Unrestricted | $10,000 |
| The Trust for Public Land | ||||||
| 101 Montgomery Street No 900 | San Francisco | CA | 94104 | PC | Unrestricted | $5,000 |
| Trustees of Reservations | ||||||
| 200 High Street 4th Floor | Boston | MA | 02110 | PC | Unrestricted | $2,500 |
| United States Pony Club Inc | ||||||
| 401 Iron Works Pkwy | Lexington | KY | 40511 | PC | Unrestricted | $6,000 |
| Saratoga Springs Universal Preservation Hall | ||||||
| 25 Washington Street | Saratoga Springs | NY | 12866 | PC | Unrestricted | $10,000 |
| University of Oregon Foundation | ||||||
| 1720 East 13th St No 410 | Eugene | OR | 97403 | PC | Unrestricted | $42,000 |
| Upper Valley Land Trust | ||||||
| 19 Buck Road | Hanover | NH | 03755 | PC | Unrestricted | $1,000 |
| US Equestrian Team Foundation | ||||||
| 1040 Pottersville Rd Box 355 | Gladstone | NJ | 07934 | PC | Unrestricted | $1,000 |
| US Equestrian Team Foundation | ||||||
| 1040 Pottersville Rd | Gladstone | NJ | 07934 | PC | Unrestricted | $25,000 |
| Vermont Land Trust | ||||||
| 8 Bailey Ave | Montpelier | VT | 05602 | PC | Unrestricted | $1,000 |
| Voyageurs National Park Association | ||||||
| 126 N 3rd Street Suite 400 | Minneapolis | MN | 55401 | PC | Unrestricted | $1,000 |
| Wayne Area Conservancy Foundation | ||||||
| P O Box 234 | Wayne | IL | 60184 | POF | Unrestricted | $11,000 |
| Wayne Historical Preservation Society | ||||||
| PO Box 724 | Wayne | IL | 60184 | PC | Unrestricted | $500 |
| Woodstock Community Trust | ||||||
| PO Box 802 | Woodstock | VT | 05091 | PC | Unrestricted | $10,000 |
| World Learning | ||||||
| 1 Kipling Road Box 676 | Brattleboro | VT | 05302 | PC | Unrestricted | $5,000 |
| World Learning | ||||||
| 1 Kipling Road Box 676 | Brattleboro | VT | 05302 | PC | InternationalHonors Program | $1,000 |
| WTTW Channel 11 | ||||||
| 5400 N St Louis Avenue | Chicago | IL | 60625 | PC | Nature CatsProgramming &Holiday Programs | $500,000 |
| Yosemite Conservancy | ||||||
| 101 Montgomery St No 1700 | San Francisco | CA | 94104 | PC | Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,190,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Environmental Law & Policy Center | ||||||
| 35 East Wacker Drive No 1600 | Chicago | IL | 60601 | PC | MidwestEnvironmentalEmergency Fund | $500,000 |
| Adirondack Council | ||||||
| PO Box D-2 | Elizabethtown | NY | 12932 | PC | Vision 2050Campaign | $75,000 |
| Galena-Jo Daviess Co Historical Society | ||||||
| 513 Bouthillier St | Galena | IL | 61036 | PC | Salary, PropertyTaxes, Grounds& Maintenance | $150,000 |
| The Conservation Foundation | ||||||
| 10S404 Knoch Knolls Road | Naperville | IL | 60565 | PC | ChallengeGrantProgram | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $750,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $510 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $716,676 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,515,163 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Ordinary Loss CCP, LP K-1 | 18 | -$104,084 | ||
| Ordinary Loss HCS Family Fund, LP K-1 | 18 | -$2,690 | ||
| UBTI CCP, LP K-1 | 900099 | $107,225 | ||
| UBTI HCS Family Fund, LP K-1 | 900099 | $11,978 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $119,203 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,144,429 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,263,632 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Nancy CH Winter | ||||||
| 1 | 5229 S Massbach Road | Stockton | IL | 61085 | $675,619 | Yes (X) |
| Corwith C White PhD | ||||||
| 2 | 1465 Bayview Heights Drive | Los Osos | CA | 93402 | $45,077 | Yes (X) |
| Ethan H Winter | ||||||
| 3 | 148 East Avenue | Saratoga Springs | NY | 12866 | $53,039 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 60 Shares of Alphabet, Inc. common stock (NASDAQ: GOOGL); Value on 7/7/2020 equals $1,505.51 per sha | $90,331 | 2020-07-07 |
| 1 | 15 Shares of Alphabet, Inc. common stock (NASDAQ: GOOGL); Value on 7/7/2020 equals $1,505.51 per sha | $22,583 | 2020-07-07 |
| 1 | 1,000 Shares of Beacon Roofing Supply, Inc. common stock (NASDAQ: BECN); Value on 7/7/2020 equals $2 | $26,190 | 2020-07-07 |
| 1 | 800 Shares of DaVita, Inc. common stock (NYSE: DVA); Value on 7/7/2020 equals $81.735 per share (Avg | $65,388 | 2020-07-07 |
| 1 | 453 Shares of W.W. Grainger, Inc. common stock (NYSE: GWW); Value on 7/7/2020 equals $321.80 per sha | $145,775 | 2020-07-07 |
| 1 | 2,000 Shares of LKQ Corporation common stock (NASDAQ: LKQ); Value on 7/7/2020 equals $25.73 per shar | $51,460 | 2020-07-07 |
| 1 | 500 Shares of Yum Brands, Inc. common stock (NYSE: YUM); Value on 7/7/2020 equals $87.435 per share | $43,718 | 2020-07-07 |
| 1 | 500 Shares of Yum China Holdings, Inc. common stock (NYSE: YUMC); Value on 7/7/2020 equals $50.560 p | $25,280 | 2020-07-07 |
| 3 | 570 Shares of Northern Trust Corporation common stock (NASDAQ: NTRS); Value on 11/16/2020 equals $93 | $53,039 | 2020-11-16 |
| 2 | 480 Shares of Northern Trust Corporation common stock (NASDAQ: NTRS); Value on 11/18/2020 equals $93 | $45,077 | 2020-11-18 |
| 1 | 2,220 Shares of Northern Trust Corporation common stock (NASDAQ: NTRS); Value on 11/19/2020 equals $ | $204,895 | 2020-11-19 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | None | Desc |
| Amt | $0 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| Publicly Traded Securities | $14,716,782 | $11,124,770 | $3,592,012 |
| from Flow Through Entities | $923,151 | $923,151 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Bonds (see Attachment A) | $2,529,846 | $2,529,846 |
| Corporate Bonds-Purchased Interest (see Attachment A) | $1,786 | $1,786 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ITW Securities | $1,223,280 | $1,223,280 |
| Northern Trust Corporation | $2,167,368 | $2,167,368 |
| Other Equities-Large Cap (see Attachment A) | $24,445,525 | $24,445,525 |
| Other Equities-Mid Cap (see Attachment A) | $8,481,220 | $8,481,220 |
| Other Equities-Small Cap (see Attachment A) | $912,561 | $912,561 |
| Other Equities-International (see Attachment A) | $2,812,011 | $2,812,011 |
| Other Equities-Intl emerging (see Attachment A) | $314,991 | $314,991 |
| Other Equities-blended funds (see Attachment A) | $1,449,055 | $1,449,055 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,577,953 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,577,953 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $82,722 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $82,722 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SBH Global Discovery Fund, Ltd. | $16,473 | $16,473 |
| Cornelius Capital Partners, L.P. (CCP) | $2,111,637 | $2,111,637 |
| HCS Family Fund, L.P. | $676,357 | $676,357 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Park & Park LLP Legal Advice & Tax Prep | CategoryTxt |
| Legal Fees | $9,737 | LegalFeesAmt |
| Net Investment Income | $4,869 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,868 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due from CCP transaction account | Desc |
| BOY Book Value | $187,208 | BOYBookValueAmt |
| EOY Book Value | $195,971 | EOYBookValueAmt |
| EOYFMV | $195,971 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Adjustment due to unrealized gain in gifts received | $693,000 |
| Adjustment to prior year net asset values | $407,222 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Illinois Charity Bureau filing fee | $15 | $0 | $15 |
| Interest Expense-CCP/BH GP | $8 | $8 | |
| Deductions CCP K-1 | $45,958 | $45,958 | |
| Contributions CCP K-1 | $62 | $62 | |
| Investment Int Exp - CCP K-1 | $3,564 | $3,564 | |
| Royalty Deductions CCP K-1 | $870 | $870 | |
| Non-Deductible Expenses-CCP K-1 | $594 | $0 | |
| Deductions HCS K-1 | $19,481 | $19,481 | |
| Contributions HCS K-1 | $37 | $37 | |
| Investment Int Exp - HCS K-1 | $511 | $511 | |
| Royalty Deductions HCS K-1 | $33 | $33 | |
| Non-Deductible Expenses - HCS K-1 | $402 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Non-Dividend Distributions-NT 1099 | $12,537 | $0 |
| Ordinary Income CCP, LP K-1 | -$104,084 | -$104,084 |
| Rental RE Income CCP, LP K-1 | -$3,563 | -$3,563 |
| Other Net Rental Loss CCP, LP K-1 | $114 | $114 |
| Total Guaranteed Payments CCP, LP K-1 | $31 | $31 |
| Royalties CCP, LP K-1 | $2,514 | $2,514 |
| Involuntary Conversion CCP, K-1 | $1 | $1 |
| Cancellation of Debt CCP, LP K-1 | $5,694 | $5,694 |
| Subpart F Income CCP, LP K-1 | $122 | $122 |
| Tax Exempt Income CCP, LP K-1 | $403 | $403 |
| Other Tax Exempt Income CCP, LP K-1 | $473 | $473 |
| Ordinary Income HCS Fam Fd, LP K-1 | -$2,690 | -$2,690 |
| Rental RE Loss-HCS Fam Fd, LP K-1 | -$95 | -$95 |
| Royalty Income-HCS Fam Fd, LP K-1 | $252 | $252 |
| Refund of 2018 excise taxes | $14,995 | $0 |
| Refund of 2018 state taxes | $2,250 | $0 |
| UBTI included on Form 990-T | $119,203 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Additional Unrealized Gain in 2020 | $3,276,372 |
| Decreases in grants payable | $3,124,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Northern Trust Custodian & Mgt Fees | $6,623 |
| Segall Bryant & Hamill Investment Management | $134,751 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes-NT 1099 | $5,263 | $5,263 |
| Foreign Taxes - CCP, LP | $1,621 | $1,621 |
| Foreign Taxes - HCS Family Fund, LP | $995 | $995 |
| Excise Taxes on Net Inv Income | $98,000 | $0 |