2025-11-17T13:04:47-06:00 2024-12-31 362756074 PEDERSEN & HOUPT 161 N CLARK ST SUITE 2700 CHICAGO IL 60601 990PF 2024-01-01 843983652 CARWYTHEN CHARITABLE TRUST DATED 8/7/2019 CARW 3126416888 333 W WACKER DR STE 2500 CHICAGO IL 60606 ELIZABETH C BRAMSEN TRUSTEE 3126760300 2025-11-17 1 0 X JOHN J HAYES P00164393 3126416888 2025-11-17 2024 2025-03-06 01:10:19Z X X 14057602 X 14057135 467 467 0 14057602 467 0 0 0 0 0 0 0 1978582 0 0 1978582 14057602 467 708735 708735 0 12868524 12868524 0 480343 480343 0 14057602 14057602 0 0 X 0 0 0 0 0 14057602 0 14057602 0 14057602 0 14057602 0 14057602 0 14057602 6 0 6 0 6 0 0 0 0 0 0 6 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 0 N/A BRIAR HALL LLC 3126760300 333 W WACKER DR STE 2500 CHICAGO IL 60606 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ELIZABETH C BRAMSEN 26 RIDGE ROAD BARRINGTON IL 60010 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 1112633 59061 0 1171694 0 0 1171694 17575 1154119 57706 57706 6 6 57700 0 57700 0 57700 1978582 0 1978582 57700 0 0 2115481 2250468 1294776 2991482 1884599 10536806 1978582 0 0 0 57700 1920882 0 0 12457688 0 0 0 0 0 0 2115481 10342207 2250468 1294776 2991482 1884599 1920882 X CARWYTHEN CHARITABLE TRUST DATED 08072019 161 N CLARK ST STE 2700 CHICAGO IL 60606 SAME OWNERSHIP PF 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 1978582 1978582 0 467 0 0 467 467 8 SALE OF SECURITIES TO INCREASE CASH FLOW FOR CHARITABLE CONTRIBUTIONS 0 0 0 0 0 0 0 0 1 1c 14057134 HAMILL FAMILY FOUNDATION SEE ATTACHED 1 HAMILL FAMILY FOUNDATION PRIVATE FOUNDATION 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. X X 1 HAMILL FAMILY FOUNDATION - NT 44-24161 - CASH C/O BRIAR HALL LLC 333 W WACKER DRI CHICAGO IL 60606 300112 X 2 HAMILL FAMILY FOUNDATION - NT 44-24161 C/O BRIAR HALL LLC 333 W WACKER DRI CHICAGO IL 60606 10881131 X 3 HAMILL FAMILY FOUNDATION - NT 44-24162 - CASH C/O BRIAR HALL LLC 333 W WACKER DRI CHICAGO IL 60606 129840 X 4 HAMILL FAMILY FOUNDATION - NT 44-24162 C/O BRIAR HALL LLC 333 W WACKER DRI CHICAGO IL 60606 1987394 X 5 HAMILL FAMILY FOUNDATION - CORNELIUS CAPITAL PARNTERS LP C/O BRIAR HALL LLC 333 W WACKER DRI CHICAGO IL 60606 340912 X 6 HAMILL FAMILY FOUNDATION - HCS FAMILY FUND C/O BRIAR HALL LLC 333 W WACKER DRI CHICAGO IL 60606 139431 X 7 HAMILL FAMILY FOUNDATION - 10200 C/O BRIAR HALL LLC 333 W WACKER DRI CHICAGO IL 60606 278315 X 2 SECURITIES 10881131 2024-12-20 4 SECURITIES 1987394 2024-12-20 5 0.1473% LIMITED PARTNERSHIP INTEREST IN CORNELIUS CAPITAL PARTNERS,, LP 340912 2024-12-31 6 2.1728% LIMITED PARTNERSHIP INTEREST IN HCS FAMILY FUND, LP 139431 2024-12-31 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. NORTHERN TRUST SECURITIES - 44-24161 10881130 10881130 NORTHERN TRUST SECURITIES - 44-24162 1987394 1987394 CORNELIUS CAPITAL PARNTERS LP AT COST 340912 340912 HCS FAMILY FUND, LP AT COST 139431 139431