THE CARWYTHEN CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE CARWYTHEN CHARITABLE TRUST (EIN 84-3983652)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349104600
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:04:47-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362756074 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEDERSEN & HOUPT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 N CLARK ST SUITE 2700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 | 843983652 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARWYTHEN CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | DATED 8/7/2019 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARW | BusinessNameControlTxt |
| Phone | 3126416888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DR STE 2500 | 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 | TRUSTEE | PersonTitleTxt |
| Phone | 3126760300 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN J HAYES | PreparerPersonNm |
| PTIN | P00164393 | PTIN |
| Phone | 3126416888 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,057,602 | 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 | $14,057,135 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $467 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,057,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $467 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,978,582 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $0 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,978,582 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,057,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $467 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $708,735 | CashEOYAmt |
| Cash EOYFMV | $708,735 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,868,524 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,868,524 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $480,343 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $480,343 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,057,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,057,602 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,057,602 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,057,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,057,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,057,602 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,057,602 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,057,602 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIAR HALL LLC | IndividualWithBooksNm |
| Phone | 3126760300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DR STE 2500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH C BRAMSEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 RIDGE ROAD | AddressLine1Txt |
| City | BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,112,633 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,061 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,171,694 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,171,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,575 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,154,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,706 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,706 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6 | TotalTaxAmt |
| Distributable Before Adj | $57,700 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,700 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,700 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,978,582 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,978,582 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,700 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,115,481 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,250,468 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,294,776 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,991,482 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,884,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,536,806 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,978,582 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,920,882 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,457,688 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,115,481 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,342,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,250,468 | ExcessFromYear4Amt |
| Excess From Year3 | $1,294,776 | ExcessFromYear3Amt |
| Excess From Year2 | $2,991,482 | ExcessFromYear2Amt |
| Excess From Year1 | $1,884,599 | ExcessFromYear1Amt |
| Excess From Current Year | $1,920,882 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARWYTHEN CHARITABLE TRUST DATED 08072019 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 N CLARK ST STE 2700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | SAME OWNERSHIP | RecipientRelationshipTxt |
| Recipient Foundation Status | PF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | THE TAXPAYER, ALONG WITH HAMILL CHARITABLE TRUST (85-6722811) AND THE CORWITH FUND (26-1393157) ELECTS UNDER REGULATION 1.507-3(A)(9)(I) AND REVENUE RULING 2002-28 TO BE TREATED AS THE HAMILL FAMILY FOUNDATION (36-6096808) FOR PURPOSES OF IRC SECTIONS 507 THROUGH 509 AND CHAPTER 42 (SECTIONS 4940 ET. SEQ) IN THE PROPORTION THAT THE FAIR MARKET VALUE OF ASSETS (LESS ENCUMBRANCES) TRANSFERRED TO TAXPAYER BEARS TO THE TOTAL FAIR MARKET VALUE OF ASSETS (LESS ENCUMBRANCES) OF THE HAMILL FAMILY FOUNDATION IMMEDIATELY BEFORE THE TRANSFER.ACCORDINGLY, FOR PURPOSES OF FORM 990-PF, P. 1, LINE 25(D), THE EXCESS DISTRIBUTION CARRYOVER OF THE HAMILL FAMILY FOUNDATION IS TRANSFERRED TO CARWYTHEN CHARITABLE TRUST AS FOLLOWS:PORTION OF EXCESS DISTRIBUTION CARRYOVER OF THE HAMILL FAMILY FOUNDATION TRANSFERRED TO CARWYTHEN CHARITABLE TRUST: FROM 2024: $5,935,700 X 33.3336 = $1,978.582 | GrantOrContributionPurposeTxt |
| Amt | $1,978,582 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,978,582 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $467 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $467 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $467 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SALE OF SECURITIES TO INCREASE CASH FLOW FOR CHARITABLE CONTRIBUTIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1c | LineNumberTxt |
| Involved | $14,057,134 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | SEE ATTACHED | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAMILL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | PRIVATE FOUNDATION | OrganizationTypeDesc |
| Relationship Description | CARWYTHEN CHARITABLE TRUST EIN: 84-3983652 YEAR END: 12/31/2024 ELECTION UNDER REGULATION 1.507-3(A)(9)(I) THE TAXPAYER, ALONG WITH HAMILL CHARITABLE TRUST (85-6722811) AND THE CORWITH FUND (26-1393157) ELECTS UNDER REGULATION 1.507-3(A)(9)(I) AND REVENUE RULING 2002-28 TO BE TREATED AS THE HAMILL FAMILY FOUNDATION (36-6096808) FOR PURPOSES OF IRC SECTIONS 507 THROUGH 509 AND CHAPTER 42 (SECTIONS 4940 ET. SEQ) IN THE PROPORTION THAT THE FAIR MARKET VALUE OF ASSETS (LESS ENCUMBRANCES) TRANSFERRED TO TAXPAYER BEARS TO THE TOTAL FAIR MARKET VALUE OF ASSETS (LESS ENCUMBRANCES) OF THE HAMILL FAMILY FOUNDATION IMMEDIATELY BEFORE THE TRANSFER. THE TRANSFER OF ASSETS TO TAXPAYER OCCURRED FROM DECEMBER 20, 2024 TO DECEMBER 31, 2024. | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HAMILL FAMILY FOUNDATION - NT 44-24161 - CASH | |||||||
| 1 | C/O BRIAR HALL LLC 333 W WACKER DRI | CHICAGO | IL | 60606 | $300,112 | Yes (X) | |
| HAMILL FAMILY FOUNDATION - NT 44-24161 | |||||||
| 2 | C/O BRIAR HALL LLC 333 W WACKER DRI | CHICAGO | IL | 60606 | $10,881,131 | Yes (X) | |
| HAMILL FAMILY FOUNDATION - NT 44-24162 - CASH | |||||||
| 3 | C/O BRIAR HALL LLC 333 W WACKER DRI | CHICAGO | IL | 60606 | $129,840 | Yes (X) | |
| HAMILL FAMILY FOUNDATION - NT 44-24162 | |||||||
| 4 | C/O BRIAR HALL LLC 333 W WACKER DRI | CHICAGO | IL | 60606 | $1,987,394 | Yes (X) | |
| HAMILL FAMILY FOUNDATION - CORNELIUS CAPITAL PARNTERS LP | |||||||
| 5 | C/O BRIAR HALL LLC 333 W WACKER DRI | CHICAGO | IL | 60606 | $340,912 | Yes (X) | |
| HAMILL FAMILY FOUNDATION - HCS FAMILY FUND | |||||||
| 6 | C/O BRIAR HALL LLC 333 W WACKER DRI | CHICAGO | IL | 60606 | $139,431 | Yes (X) | |
| HAMILL FAMILY FOUNDATION - 10200 | |||||||
| 7 | C/O BRIAR HALL LLC 333 W WACKER DRI | CHICAGO | IL | 60606 | $278,315 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | SECURITIES | $10,881,131 | 2024-12-20 |
| 4 | SECURITIES | $1,987,394 | 2024-12-20 |
| 5 | 0.1473% LIMITED PARTNERSHIP INTEREST IN CORNELIUS CAPITAL PARTNERS,, LP | $340,912 | 2024-12-31 |
| 6 | 2.1728% LIMITED PARTNERSHIP INTEREST IN HCS FAMILY FUND, LP | $139,431 | 2024-12-31 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| ELECTION 1.507-3(A)(9)(I) AND REVENUE RULING 2002-28 | FORM 990-PF, P1: LINE 25(D) | ADDITIONAL INFORMATION FOR TAX RETURNCARWYTHEN CHARITABLE TRUST 84-3983652FORM 990-PF, P1: LINE 25(D) THE TAXPAYER, ALONG WITH HAMILL CHARITABLE TRUST (85-6722811) AND THE CORWITH FUND (26-1393157) ELECTS UNDER REGULATION 1.507-3(A)(9)(I) AND REVENUE RULING 2002-28 TO BE TREATED AS THE HAMILL FAMILY FOUNDATION (36-6096808) FOR PURPOSES OF IRC SECTIONS 507 THROUGH 509 AND CHAPTER 42 (SECTIONS 4940 ET. SEQ) IN THE PROPORTION THAT THE FAIR MARKET VALUE OF ASSETS (LESS ENCUMBRANCES) TRANSFERRED TO TAXPAYER BEARS TO THE TOTAL FAIR MARKET VALUE OF ASSETS (LESS ENCUMBRANCES) OF THE HAMILL FAMILY FOUNDATION IMMEDIATELY BEFORE THE TRANSFER.ACCORDINGLY, FOR PURPOSES OF FORM 990-PF, P. 1, LINE 25(D), THE EXCESS DISTRIBUTION CARRYOVER OF THE HAMILL FAMILY FOUNDATION IS TRANSFERRED TO CARWYTHEN CHARITABLE TRUST AS FOLLOWS:1. PERCENTAGE OF FAIR MARKET VALUE OF ASSETS OF HAMILL FAMILY FOUNDATION TRANSFERRED TO CARWYTHEN CHARITABLE TRUST:$14,113,422/$42,339,937 = 33.3336%PORTION OF EXCESS DISTRIBUTION CARRYOVER OF THE HAMILL FAMILY FOUNDATION TRANSFERRED TO CARWYTHEN CHARITABLE TRUST: FROM 2024: $5,935,700 X 33.3336 = $1,978.582 |
| ELECTION 1.507-3(A)(9)(I) AND REVENUE RULING 2002-28 | FORM 990-PF, P9: LINE 3A | ADDITIONAL INFORMATION FOR TAX RETURNCARWYTHEN CHARITABLE TRUST 84-3983652FORM 990-PF, P9: LINE 3A THE TAXPAYER, ALONG WITH HAMILL CHARITABLE TRUST (85-6722811) AND THE CORWITH FUND (26-1393157) ELECTS UNDER REGULATION 1.507-3(A)(9)(I) AND REVENUE RULING 2002-28 TO BE TREATED AS THE HAMILL FAMILY FOUNDATION (36-6096808) FOR PURPOSES OF IRC SECTIONS 507 THROUGH 509 AND CHAPTER 42 (SECTIONS 4940 ET. SEQ) IN THE PROPORTION THAT THE FAIR MARKET VALUE OF ASSETS (LESS ENCUMBRANCES) TRANSFERRED TO TAXPAYER BEARS TO THE TOTAL FAIR MARKET VALUE OF ASSETS (LESS ENCUMBRANCES) OF THE HAMILL FAMILY FOUNDATION IMMEDIATELY BEFORE THE TRANSFER.ACCORDINGLY, FOR PURPOSES OF FORM 990-PF, P. 9, LINE 3, THE EXCESS DISTRIBUTION CARRYOVER OF THE HAMILL FAMILY FOUNDATION IS TRANSFERRED TO THE CARWYTHEN CHARITABLE TRUST AS FOLLOWS:1. PERCENTAGE OF FAIR MARKET VALUE OF ASSETS OF HAMILL FAMILY FOUNDATION TRANSFERRED TO CARWYTHEN CHARITABLE TRUST:$14,113,409/$42,339,937 = 33.3336%PORTION OF EXCESS DISTRIBUTION CARRYOVER OF THE HAMILL FAMILY FOUNDATION TRANSFERRED TO CARWYTHEN CHARITABLE TRUST:FROM 2019: $6,346,393 X 33.3336% = $2,115,481FROM 2020: $6,751,350 X 33.3336% = $2,250,468 FROM 2021: $3,884,297 X 33.3336% = $1,294,776FROM 2022: $8,974,375 X 33.3336% = $2,991,482 FROM 2023: $5,653,751 X 33.3336% = $1,884,599 |
| ELECTION UNDER REGULATION 1.507-3(A)(9)(I) | FORM 990-PF | CARWYTHEN CHARITABLE TRUST EIN: 84-3983652 YEAR END: 12/31/2024ELECTION UNDER REGULATION 1.507-3(A)(9)(I)THE TAXPAYER, ALONG WITH HAMILL CHARITABLE TRUST (85-6722811) AND THE CORWITH FUND (26-1393157) ELECTS UNDER REGULATION 1.507-3(A)(9)(I) AND REVENUE RULING 2002-28 TO BE TREATED AS THE HAMILL FAMILY FOUNDATION (36-6096808) FOR PURPOSES OF IRC SECTIONS 507 THROUGH 509 AND CHAPTER 42 (SECTIONS 4940 ET. SEQ) IN THE PROPORTION THAT THE FAIR MARKET VALUE OF ASSETS (LESS ENCUMBRANCES) TRANSFERRED TO TAXPAYER BEARS TO THE TOTAL FAIR MARKET VALUE OF ASSETS (LESS ENCUMBRANCES) OF THE HAMILL FAMILY FOUNDATION IMMEDIATELY BEFORE THE TRANSFER. THE TRANSFER OF ASSETS TO TAXPAYER OCCURRED FROM DECEMBER 20, 2024 TO DECEMBER 31, 2024. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NORTHERN TRUST SECURITIES - 44-24161 | $10,881,130 | $10,881,130 |
| NORTHERN TRUST SECURITIES - 44-24162 | $1,987,394 | $1,987,394 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CORNELIUS CAPITAL PARNTERS LP | AT COST | $340,912 | $340,912 |
| HCS FAMILY FUND, LP | AT COST | $139,431 | $139,431 |
Comments