Hamill Family Foundation: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- Hamill Family Foundation (EIN 36-6096808)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349104359
- Schema version
- 2024v5.2
- 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 | 2025-11-17T10:35:23-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872648601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Park Law Office LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Skokie Boulevard Ste 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 | 2024-01-01 | 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 333 West Wacker | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth C Bramsen | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 3126760300 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Thomas G Park | PreparerPersonNm |
| PTIN | P01058539 | PTIN |
| Phone | 8472516700 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $251,391 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,029 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,029 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $663,334 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $663,334 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,499,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,474,148 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,499,951 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $232,178 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $88,007 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,650,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,255,321 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $22,550 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,275 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,275 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $61,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,671 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,092 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,092 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $156 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,484 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,290 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,188,807 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,848,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,276,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,860,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,625,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,179,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,911,133 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $21,873 | AcctRcvblBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $238,430 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $36,128,184 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $938,195 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,584,148 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $125,428 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,947,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $6,234,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | 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 | $6,234,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $37,713,391 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,713,391 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,947,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 | $6,503,513 | $0 | $3,973,903 | $2,529,610 | $0 | $0 | $0 | $2,529,610 | |||
| Passthrough - CCP LP | $958,399 | $0 | $0 | $958,399 | $0 | $0 | $0 | $958,399 | D | 2013-07-11 | 2024-12-31 |
| Passthrough - HCS Family Fund LP | $12,236 | $0 | $0 | $12,236 | $0 | $0 | $0 | $12,236 | D | 2013-07-11 | 2024-12-31 |
| Passthrough - Enterprise Products Partners LP | $0 | $0 | $294 | -$294 | $0 | $0 | $0 | -$294 | P | 2020-12-21 | 2024-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,499,951 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,090 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,423 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $68,423 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$68,423 | OriginalReturnOverpaymentAmt |
| Overpayment | $10,333 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $10,333 | 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 | Yes (true) | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Segall Bryant Hamill | PersonNm |
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 | $54,124 | 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 | $35,285,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,133,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,836,066 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,254,828 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $40,254,828 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $603,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,651,006 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,982,550 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,982,550 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,090 | TotalTaxAmt |
| Distributable Before Adj | $1,924,460 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,924,460 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,924,460 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,860,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,860,160 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,924,460 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,346,393 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,751,350 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,884,297 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,974,375 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,653,751 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,610,166 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,860,160 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,924,460 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,935,700 | RemainingDistriFromCorpusAmt |
| Total Corpus | $37,545,866 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,346,393 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,199,473 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,751,350 | ExcessFromYear4Amt |
| Excess From Year3 | $3,884,297 | ExcessFromYear3Amt |
| Excess From Year2 | $8,974,375 | ExcessFromYear2Amt |
| Excess From Year1 | $5,653,751 | ExcessFromYear1Amt |
| Excess From Current Year | $5,935,700 | 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 (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Adirondack Council | ||||||
| PO Box D-2 | Elizabethtown | NY | 12932 | PC | Unrestricted | $1,000 |
| African Wildlife Foundation | ||||||
| 1100 New Jersey Ave SE Ste 900 | Washington | DC | 20003 | PC | Unrestricted | $1,000 |
| 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 | $35,000 |
| American Rivers Inc | ||||||
| 1101 14th Street NW Ste 1400 | Washington | DC | 20005 | PC | Unrestricted | $1,000 |
| Balanced Rock Foundation | ||||||
| PO Box 102 | El Portal | CA | 95318 | PC | Unrestricted | $1,000 |
| Barrington Area Community Foundation | ||||||
| 600 Hart Rd Suite 205 | Barrington | IL | 60010 | PC | Unrestricted | $10,000 |
| 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 | $10,000 |
| Barrington Area Conservation Trust | ||||||
| 145 W Main Street Suite 201 | Barrington | IL | 60010 | PC | Unrestricted | $1,000 |
| Barrington Area Conservation Trust | ||||||
| 145 W Main Street Suite 201 | Barrington | IL | 60010 | PC | Unrestricted | $12,500 |
| Barrington Area Historical Society | ||||||
| 212 West Main Street | Barrington | IL | 60010 | PC | Unrestricted | $250 |
| Bowdoin College | ||||||
| 4100 College Station | Brunswick | ME | 04011 | PC | Unrestricted | $1,000 |
| Chicago Zoological Society | ||||||
| 3300 Golf Road | Brookfield | IL | 60513 | PC | Hamill FamilyNature Plaza | $157,994 |
| Chicago Zoological Society | ||||||
| 3300 Golf Road | Brookfield | IL | 60513 | PC | Unrestricted | $4,500 |
| Chicago Zoological Society | ||||||
| 3300 Golf Road | Brookfield | IL | 60513 | PC | VeterinaryServices Program | $5,000 |
| Chicago Zoological Society | ||||||
| 3300 Golf Road | Brookfield | IL | 60513 | PC | Unrestricted | $25,000 |
| 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 | $1,000 |
| Center for Plant Conservation | ||||||
| 15600 San Pasqual Valley Rd | Escondido | CA | 92027 | PC | Unrestricted | $1,000 |
| Chicago Horticultural Society | ||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | PC | Unrestricted | $1,000 |
| Choate Rosemary Hall | ||||||
| 333 Christian Street | Wallingford | CT | 06492 | PC | Unrestricted | $1,000 |
| Citizens for Conservation | ||||||
| 459 West Highway 22 | Barrington | IL | 60010 | PC | Acquisition ofHill N DalePreserve | $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 | $5,000 |
| Friends of the Cornell Lab of Ornithology | ||||||
| 159 Sapsucker Woods Road | Ithasca | NY | 14850 | SO I | Unrestricted | $1,000 |
| Defenders of Wildlife | ||||||
| 1130 17th Street NW | Washington | DC | 20036 | PC | Unrestricted | $5,000 |
| Earthjustice Legal Defense Fund | ||||||
| 50 California Street Suite 500 | San Francisco | CA | 94111 | PC | Unrestricted | $1,000 |
| Environmental Defense Fund | ||||||
| 1875 Connecticut Ave NW | Washington | DC | 20009 | PC | Unrestricted | $1,000 |
| Environmental Law & Policy Center | ||||||
| 35 East Wacker Drive Ste 1600 | Chicago | IL | 60601 | PC | Unrestricted | $1,000 |
| Environmental Law & Policy Center | ||||||
| 35 East Wacker Drive Ste 1600 | Chicago | IL | 60601 | PC | Conservationof Natural Resourcesand Habitat Protection | $1,050,000 |
| Equine Land Conservation Resource | ||||||
| 4037 Iron Works Pkwy Suite 120 | Lexington | KY | 40511 | PC | Unrestricted | $5,000 |
| Equine Land Conservation Resource | ||||||
| 4037 Iron Works Pkwy Suite 120 | Lexington | KY | 40511 | PC | Unrestricted | $5,000 |
| Fidelity Investments Charitable Gift Fund | ||||||
| 200 Seaport Blvd NCW48 | Boston | MA | 02210 | PC | Unrestricted | $322,965 |
| Field Museum of Natural History | ||||||
| 1400 S Lake Shore Drive | Chicago | IL | 60605 | PC | Keller Science CtrYouth ConservationAction Programs | $166,000 |
| Field Museum of Natural History | ||||||
| 1400 S Lake Shore Drive | Chicago | IL | 60605 | PC | Unrestricted | $10,000 |
| Fox River Valley Hound Heritage Foundation | ||||||
| 117 South Cook St 190 | Barrington | IL | 60010 | PC | Unrestricted | $9,000 |
| Fox River Valley Pony Club | ||||||
| 87 Otis Road | Barrington | IL | 60010 | PC | Unrestricted | $5,000 |
| 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 | $1,000 |
| Galena-Jo Daviess Co Historical Society | ||||||
| 513 Bouthillier St | Galena | IL | 61036 | PC | Unrestricted | $1,000 |
| Garfield Heritage Society | ||||||
| P O Box 403 | LaFox | IL | 60147 | PC | Unrestricted | $1,000 |
| Garfield Heritage Society | ||||||
| P O Box 403 | LaFox | IL | 60147 | PC | Unrestricted | $1,000 |
| Gathering Waters | ||||||
| 211 South Paterson St Suite 270 | Madison | WI | 53703 | PC | Unrestricted | $1,000 |
| Grand Teton National Park Foundation | ||||||
| PO Box 249 | Moose | WY | 83012 | PC | Unrestricted | $1,000 |
| Greater Yellowstone Coalition | ||||||
| 215 S Wallace Ave | Bozeman | MT | 59715 | PC | Unrestricted | $1,000 |
| Hooved Animal Rescue & Protection Society | ||||||
| P O Box 94 | Barrington | IL | 60011 | PC | Unrestricted | $1,000 |
| Hooved Animal Rescue & Protection Society | ||||||
| P O Box 94 | Barrington | IL | 60011 | PC | Unrestricted | $1,000 |
| Hotchkiss School | ||||||
| 11 Interlaken | Lakeville | CT | 06039 | PC | Unrestricted | $25,000 |
| 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 | $1,000 |
| Illinois Prairie Path | ||||||
| P O Box 1086 | Wheaton | IL | 60187 | PC | Unrestricted | $250 |
| World Learning Inc | ||||||
| PO Box 676 | Brattleboro | VT | 05302 | PC | Unrestricted | $1,000 |
| Jackson Hole Land Trust | ||||||
| P O Box 2897 | Jackson | WY | 83001 | PC | Unrestricted | $1,000 |
| Jo Daviess Conservation Foundation | ||||||
| PO Box 216 | Elizabeth | IL | 61028 | PC | Unrestricted | $51,000 |
| Jo Daviess Conservation Foundation | ||||||
| PO Box 216 | Elizabeth | IL | 61028 | PC | Strategic Inititatives, Education andOutreach Program | $225,000 |
| Jo Daviess Conservation Foundation | ||||||
| PO Box 216 | Elizabeth | IL | 61028 | PC | Unrestricted | $10,000 |
| Jo Daviess Conservation Foundation | ||||||
| PO Box 216 | Elizabeth | IL | 61028 | PC | Big Sky NatureReserve Fund | $643,911 |
| Land Conservancy of McHenry County | ||||||
| P O Box 352 | Woodstock | IL | 60098 | PC | Unrestricted | $1,000 |
| Land Trust Alliance | ||||||
| 1250 H Street NW Suite 600 | Washington | DC | 20005 | PC | Unrestricted | $5,000 |
| Land Trust Alliance | ||||||
| 1250 H Street NW Suite 600 | Washington | DC | 20005 | PC | Unrestricted | $2,500 |
| Monterey Bay Aquarium | ||||||
| 886 Cannery Row | Monterey | CA | 93940 | PC | Unrestricted | $2,500 |
| Morton Arboretum | ||||||
| 4100 Illinois Route 53 | Lisle | IL | 60532 | PC | Hamill Family FoundationSecond CenturyChallenge | $668,000 |
| Morton Arboretum | ||||||
| 4100 Illinois Route 53 | Lisle | IL | 60532 | PC | Unrestricted | $10,000 |
| Naples Botanical Garden | ||||||
| 4820 Bayshore Dr | Naples | FL | 34112 | PC | Unrestricted | $15,000 |
| National Parks Conservation Association | ||||||
| 777 6th St NW Suite 700 | Washington | DC | 20001 | PC | ConservationFellowship | $1,000 |
| Natural Land Institute | ||||||
| 320 South Third Street | Rockford | IL | 61104 | PC | Lands OwnedStewardshipEndowment Fund | $250,000 |
| Natural Land Institute | ||||||
| 320 South Third Street | Rockford | IL | 61104 | PC | Unrestricted | $1,000 |
| Natural Resources Defense Council | ||||||
| 40 West 20th Street | New York | NY | 10011 | PC | Unrestricted | $10,000 |
| Nature Bridge | ||||||
| 1033 Fort Cronkhite | Sausalito | CA | 94965 | PC | Unrestricted | $5,000 |
| Nature Conservancy of Illinois | ||||||
| 400 N Michigan Ave | Chicago | IL | 60611 | PC | Unrestricted | $25,000 |
| Northern Forest Canoe Trail | ||||||
| P O Box 565 | Waitsfield | VT | 05673 | PC | Unrestricted | $1,000 |
| Openlands | ||||||
| 25 E Washington Street Suite 1650 | Chicago | IL | 60602 | PC | Nature for AllEndowment | $2,400,000 |
| Openlands | ||||||
| 25 E Washington Street Suite 1650 | Chicago | IL | 60602 | PC | ConservingLand for All | $25,000 |
| Openlands | ||||||
| 25 E Washington Street Suite 1650 | Chicago | IL | 60602 | PC | Nature for All | $5,000 |
| Openlands | ||||||
| 25 E Washington Street Suite 1650 | Chicago | IL | 60602 | PC | Unrestricted | $2,500 |
| Prairie State Conservation Coalition | ||||||
| PO Box 2547 | Springfield | IL | 62708 | PC | Unrestricted | $1,000 |
| Prairie State Conservation Coalition | ||||||
| PO Box 2547 | Springfield | IL | 62708 | PC | OffsetAdministrativeCosts | $75,000 |
| Preservation Foundation of Lake County | ||||||
| 1899 West Winchester Road | Libertyville | IL | 60048 | 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 |
| Sierra Club Foundation | ||||||
| 2101 Webster St Ste 1250 | Oakland | CA | 94612 | PC | Unrestricted | $1,000 |
| Student Conservation Association | ||||||
| 689 River Road | Charlestown | NH | 03603 | PC | Unrestricted | $1,000 |
| Teton Regional Land Trust | ||||||
| PO Box 247 | Driggs | ID | 83422 | PC | Legacy of LandCampaign | $250,000 |
| Teton Regional Land Trust | ||||||
| PO Box 247 | Driggs | ID | 83422 | PC | Legacy of LandCampaign | $10,000 |
| The Bhutan Foundation | ||||||
| 1050 Connecticut Ave NW 68013 | Washington | DC | 20035 | PC | Unrestricted | $10,000 |
| The Conservation Foundation | ||||||
| 10S404 Knoch Knolls Road | Naperville | IL | 60565 | PC | Unrestricted | $1,000,000 |
| The Conservation Foundation | ||||||
| 10S404 Knoch Knolls Road | Naperville | IL | 60565 | PC | Unrestricted | $5,000 |
| The Conservation Foundation | ||||||
| 10S404 Knoch Knolls Road | Naperville | IL | 60565 | PC | Unrestricted | $10,000 |
| The International Crane Foundation | ||||||
| E11376 Shady Lane Rd | Baraboo | WI | 53913 | PC | Whooping CraneConservation | $150,000 |
| The International Crane Foundation | ||||||
| E11376 Shady Lane Rd | Baraboo | WI | 53913 | PC | Unrestricted | $1,000 |
| The Masters School | ||||||
| 49 Clinton Avenue | Dobbs Ferry | NY | 10522 | PC | Unrestricted | $1,000 |
| The Nature Conservancy of Adirondack | ||||||
| PO Box 130 | Keene | NY | 12942 | PC | Unrestricted | $13,000 |
| The Nature Conservancy of Idaho | ||||||
| 4245 North Fairfax Dr Suite 100 | Arlington | VA | 22203 | PC | Unrestricted | $5,000 |
| The Wetlands Initiative | ||||||
| 53 W Jackson Blvd No 1015 | Chicago | IL | 60604 | PC | Unrestricted | $1,000 |
| The Wilderness Society | ||||||
| 1801 Pennsylvania Ave NW Suite 200 | Washington | DC | 20006 | PC | Unrestricted | $1,000 |
| Tompkins Conservation | ||||||
| 1606 Union Street | San Francisco | CA | 94123 | PC | Unrestricted | $5,000 |
| Trust for Public Land | ||||||
| 101 Montgomery Street No 900 | San Francisco | CA | 94104 | PC | Unrestricted | $1,000 |
| United States Pony Club Inc | ||||||
| 401 Iron Works Pkwy | Lexington | KY | 40511 | PC | Unrestricted | $1,000 |
| United States Pony Club Inc | ||||||
| 401 Iron Works Pkwy | Lexington | KY | 40511 | PC | Unrestricted | $7,000 |
| 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 Box 355 | Gladstone | NJ | 07934 | PC | Unrestricted | $5,000 |
| Vermont Land Trust | ||||||
| 8 Bailey Ave | Montpelier | VT | 05602 | PC | Unrestricted | $1,000 |
| Voyageurs National Park Association | ||||||
| PO Box 50631 | Minneapolis | MN | 55405 | PC | Unrestricted | $1,000 |
| Wayne Historical Preservation Society | ||||||
| PO Box 724 | Wayne | IL | 60184 | PC | Unrestricted | $1,000 |
| World Learning | ||||||
| 1 Kipling Road Box 676 | Brattleboro | VT | 05302 | PC | Unrestricted | $1,000 |
| World Wildlife Fund | ||||||
| 1250 24th Street NW | Washington | DC | 20037 | PC | Unrestricted | $1,000 |
| Yosemite Conservancy | ||||||
| 101 Montgomery St No 2450 | San Francisco | CA | 94104 | PC | Unrestricted | $1,000 |
| The Corwith Fund - NT 03-18125 - Cash | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Cash to Successor Private Foundation | $375,758 |
| The Corwith Fund - NT 03-18125 | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Assets to Successor Private Foundation(see Attachment A) | $10,862,941 |
| The Corwith Fund - NT 03-03604 - Cash | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Cash to Successor Private Foundation | $130,000 |
| The Corwith Fund - NT 03-03604 | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Assets to Successor Private Foundation(see Attachment B) | $1,986,052 |
| The Corwith Fund | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of LP interest in Cornelius Capital Partners LPto Successor Private Foundation | $340,912 |
| The Corwith Fund | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of LP interest in HCS Family Fund LPto Successor Private Foundation | $139,431 |
| The Corwith Fund - Acct 8438 | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Cash to Successor Private Foundation | $278,315 |
| Hamill Charitable Trust - NT 03-03604 - Cash | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Cash to Successor Private Foundation | $130,000 |
| Hamill Charitable Trust - NT 03-03604 | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Assets to Successor Private Foundation(See Attachment C) | $1,986,052 |
| Hamill Charitable Trust - NT 03-18125 - Cash | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Cash to Successor Private Foundation | $375,431 |
| Hamill Charitable Trust - NT 03-18125 | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Assets to Successor Private Foundation(See Attachment D) | $10,862,968 |
| Hamill Charitable Trust | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of LP interest in Cornelius Capital Partners LPto Successor Private Foundation | $340,909 |
| Hamill Charitable Trust | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of LP interest in HCS Family Fund LPto Successor Private Foundation | $139,431 |
| Hamill Charitable Trust - Acct 8438 | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Cash to Successor Private Foundation | $278,315 |
| Carwythen Charitable Trust - NT 03-18125 - Cash | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Cash to Successor Private Foundation | $376,677 |
| Carwythen Charitable Trust - NT 03-18125 | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Assets to Successor Private Foundation(See Attachment E) | $10,862,038 |
| Carwythen Charitable Trust - NT 03-03604 - Cash | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Cash to Successor Private Foundation | $130,000 |
| Carwythen Charitable Trust - NT 03-03604 | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Assets to Successor Private Foundation(See Attachment F) | $1,986,052 |
| Carwythen Charitable Trust | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of LP interest in Cornelius Capital Partners LPto Successor Private Foundation | $340,909 |
| Carwythen Charitable Trust | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of LP interest in HCS Family Fund LPto Successor Private Foundation | $139,431 |
| Carwythen Charitable Trust - Acct 8438 | ||||||
| 333 West Wacker Drive Suite 2500 | Chicago | IL | 60606 | PF | Transfer of Cash to Successor Private Foundation | $278,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,188,807 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,029 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $663,334 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 999000 | BusinessCd |
| Unrelated Business Taxbl Incm | $337,581 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,162,370 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Non-Dividend Distributions-NT 1099 | 18 | $1,090 | ||
| Passthrough Income from CCP, LP K-1 | 18 | $71,108 | 999000 | $152,123 |
| Passthrough Income from HCS Family Fund, LP K-1 | 18 | $16,750 | 999000 | -$214 |
| Passthrough Income from Enterprise Products Partners, LP K-1 | 18 | $149 | 999000 | -$8,828 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $480,662 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,918,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,399,492 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Ethan H Winter | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 East Avenue | AddressLine1Txt |
| City | Saratoga Springs | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12866 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $251,391 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 614 Shares of Northern Trust Corporation common stock (NASDAQ: NTRS); Value on 1/24/2024 equals $81. | $49,967 | 2024-01-24 |
| 1 | 773 Shares of Illinois Tool Works Inc. common stock (NYSE: ITW); Value on 1/24/2024 equals $260.575 | $201,424 | 2024-01-24 |
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 (6 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| Publicly Traded Securities | $6,503,513 | $3,973,903 | $2,529,610 |
| from CCP, LP | $621,040 | $621,040 | |
| from CCP, LP | $337,359 | $337,359 | |
| from HCS Family Fund, LP | $12,014 | $12,014 | |
| from HCS Family Fund, LP | $222 | $222 | |
| Enterprise Products Partners LP | $0 | $294 | -$294 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Bonds (see Attachment A) | $0 | $0 |
| Corporate Bonds-Purchased Interest (see Attachment A) | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ITW Securities (see Attachment A) | $0 | $0 |
| Northern Trust Corporation (see Attachment A) | $0 | $0 |
| Other Equities-Large Cap (see Attachment A) | $0 | $0 |
| Other Equities-Mid Cap (see Attachment A) | $0 | $0 |
| Other Equities-Small Cap (see Attachment A) | $0 | $0 |
| Other Equities-International (see Attachment A) | $0 | $0 |
| Other Equities-Intl emerging (see Attachment A) | $0 | $0 |
| Other Equities-Real Estate Funds, ETFs & REITs (see Attachment A) | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Cornelius Capital Partners, L.P. (CCP) | $0 | $0 |
| HCS Family Fund, L.P. | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Park Law Office, LLC Legal Advice & Tax Prep | CategoryTxt |
| Legal Fees | $22,550 | LegalFeesAmt |
| Net Investment Income | $11,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,275 | 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 | $125,428 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Adjustment due to unrealized gain in gifts received | $231,657 |
| Prior year adjustment | $291,705 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| IL Charity Bureau Fund-Annual Report Fee | $15 | $15 | |
| Interest Expense-BH GP | $27 | $27 | |
| Mailing Expenses | $28 | $28 | |
| Other miscellaneous expenses | $11 | $11 | |
| Tax Software Fee | $90 | $90 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Non-Dividend Distributions-NT 1099 | $1,090 | $0 |
| Passthrough Income from CCP, LP K-1 | $223,231 | $71,108 |
| Passthrough Income from HCS Family Fund, LP K-1 | $16,536 | $16,750 |
| Passthrough Income from Enterprise Product Partners, LP K-1 | -$8,679 | $149 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Decreases in grants payable | $6,234,000 |
| Increase in Unrealized Gain in 2024 | $2,201,379 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Northern Trust Custodian & Mgt Fees | $7,324 | $7,324 |
| Northern Trust Other Expenses | $223 | $223 |
| Segall Bryant & Hamill Investment Management | $54,124 | $54,124 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes-NT 1099 | CategoryTxt |
| Amt | $3,092 | Amt |
| Net Investment Income | $3,092 | NetInvestmentIncomeAmt |