Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Hamill Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)c/o Briar Hall LLC 200 W Madison
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60606
A Employer identification number

36-6096808
B Telephone number (see instructions)

(312) 676-0300
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$43,947,391J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,770,063
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,022 1,022  
4 Dividends and interest from securities... 742,568 742,568  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
1,422,009
b Gross sales price for all assets on line 6a 10,045,333
7 Capital gain net income (from Part IV, line 2)... 1,422,009
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,749 528  
12 Total. Add lines 1 through 11........ 4,941,411 2,166,127  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,086 1,543   1,543
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
53,423 53,423    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
9,145 8,854    
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,133 49,445   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 115,787 113,265   1,558
25 Contributions, gifts, grants paid....... 7,630,230 7,630,230
26 Total expenses and disbursements. Add lines 24 and 25 7,746,017 113,265   7,631,788
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,804,606
b Net investment income (if negative, enter -0-) 2,052,862
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,334,843 4,911,133 4,911,133
3 Accounts receivable right arrow21,873
Less: allowance for doubtful accounts right arrow   7,830 21,873 21,873
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,269,392 Click to see attachment
List of Attached Documents:
// Content
238,430 		238,430
b Investments—corporate stock (attach schedule)....... 33,369,990 Click to see attachment
List of Attached Documents:
// Content
36,128,184 		36,128,184
c Investments—corporate bonds (attach schedule)....... 1,075,759 Click to see attachment
List of Attached Documents:
// Content
938,195 		938,195
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,812,085 Click to see attachment
List of Attached Documents:
// Content
1,584,148 		1,584,148
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
156,038 		Click to see attachment
List of Attached Documents:
// Content
125,428 		Click to see attachment
List of Attached Documents:
// Content
125,428
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 43,025,937 43,947,391 43,947,391
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 12,467,000 6,234,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) 0 0
23 Total liabilities (add lines 17 through 22)......... 12,467,000 6,234,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 30,558,937 37,713,391
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 30,558,937 37,713,391
30 Total liabilities and net assets/fund balances (see instructions). 43,025,937 43,947,391
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
30,558,937
2
Enter amount from Part I, line 27a .....................
2
-2,804,606
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
11,857,794
4
Add lines 1, 2, and 3 ..........................
4
39,612,125
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,898,734
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,713,391
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly traded securities      
b Flow through entities D 2013-07-11 2023-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 9,989,559 0 8,623,324 1,366,235
b 55,774 0 0 55,774
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 1,366,235
b 0 0 0 55,774
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,422,009
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 28,535
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 28,535
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 28,535
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 96,958
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment : -96958 7 96,958
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 68,423
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow68,423 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBriar Hall LLC Telephone no.right arrow (312) 676-0300

Located atright arrow200 W Madison Ste 3400ChicagoIL ZIP+4right arrow60606
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Jonathan Hamill Director, Pres, Chrmn
1.00 		0 0 0
545 Knoll Road
Barrington,IL60010
Elizabeth C Bramsen Director, VP, Sec
1.00 		0 0 0
26 Ridge Road
Barrington,IL60010
Nancy CH Winter Director, VP, Treas
1.00 		0 0 0
5229 S Massbach Road
Stockton,IL61085
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 None 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
33,346,505
b
Average of monthly cash balances.......................
1b
4,995,244
c
Fair market value of all other assets (see instructions)................
1c
2,400,826
d
Total (add lines 1a, b, and c).........................
1d
40,742,575
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
40,742,575
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
611,139
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
40,131,436
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,006,572
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,006,572
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
28,535
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,535
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,978,037
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,978,037
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,978,037
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
7,631,788
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
7,631,788
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,978,037
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 4,138,581
b From 2019...... 6,346,393
c From 2020...... 6,751,350
d From 2021...... 3,884,297
e From 2022...... 8,974,375
f Total of lines 3a through e ........ 30,094,996
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 7,631,788
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,978,037
e Remaining amount distributed out of corpus 5,653,751
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 35,748,747
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		4,138,581
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		31,610,166
10 Analysis of line 9:
a Excess from 2019.... 6,346,393
b Excess from 2020.... 6,751,350
c Excess from 2021.... 3,884,297
d Excess from 2022.... 8,974,375
e Excess from 2023.... 5,653,751
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Jonathan Hamill
Elizabeth C Bramsen
Nancy CH Winter
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Adirondack Council

PO Box D-2
Elizabethtown,NY12932 		  PC Unrestricted 25,000

Adirondack Council

PO Box D-2
Elizabethtown,NY12932 		  PC Unrestricted 1,000

African Wildlife Foundation

1100 New Jersey Ave SE Ste 900
Washington,DC20003 		  PC Unrestricted 1,000

American Bird Conservancy

PO Box 249
The Plains,VA20198 		  PC Unrestricted 1,000

American Farmland Trust

1150 Connecticut Ave No 600
Washington,DC20036 		  PC Unrestricted 1,000

American Horse Trials Foundation Inc

363 North Loomis St
Southwick,MA01077 		  PC Unrestricted 25,000

American Rivers Inc

1101 14th Street NW Ste 1400
Washington,DC20005 		  PC Unrestricted 1,000

Balanced Rock Foundation

PO Box 102
El Portal,CA95318 		  PC Unrestricted 1,000

Barrington Area Community Foundation

600 Hart Rd Suite 205
Barrington,IL60010 		  PC Unrestricted 10,000

Barrington Area Community Foundation

18 East Dundee Rd Suite 300
Barrington,IL60010 		  PC Unrestricted 5,000

Barrington Area Conservation Trust

145 W Main Street Suite 201
Barrington,IL60010 		  PC Unrestricted 1,000

Barrington Area Conservation Trust

145 W Main Street Suite 201
Barrington,IL60010 		  PC Unrestricted 10,000

Barrington Area Conservation Trust

145 W Main Street Suite 201
Barrington,IL60010 		  PC Unrestricted 12,500

Barrington Area Historical Society

212 West Main Street
Barrington,IL60010 		  PC Unrestricted 250

Bowdoin College

4100 College Station
Brunswick,ME04011 		  PC Unrestricted 1,000

Chicago Zoological Society

3300 Golf Road
Brookfield,IL60513 		  PC Hamill FamilyNature Plaza 1,000,000

Chicago Zoological Society

3300 Golf Road
Brookfield,IL60513 		  PC Unrestricted 5,000

Chicago Zoological Society

3300 Golf Road
Brookfield,IL60513 		  PC VeterinaryServices Program 25,000

Chicago Zoological Society

3300 Golf Road
Brookfield,IL60513 		  PC Unrestricted 4,500

Brown University

Controllers Office-Box 1893
Providence,RI02912 		  PC Unrestricted 1,000

Camp Chippewa Foundation

7359 Niagara Lane North
Maple Grove,MN55311 		  PC Unrestricted 1,000

Center for Plant Conservation

15600 San Pasqual Valley Rd
Escondido,CA92027 		  PC Unrestricted 1,000

Chicago Horticultural Society

1000 Lake Cook Road
Glencoe,IL60022 		  PC Unrestricted 1,000

Choate Rosemary Hall

333 Christian Street
Wallingford,CT06492 		  PC Unrestricted 1,000

Citizens for Conservation

459 West Highway 22
Barrington,IL60010 		  PC Acquisition ofHill N DalePreserve 25,000

Citizens for Conservation

459 West Highway 22
Barrington,IL60010 		  PC Unrestricted 5,000

Cofan Survival Fund

53 Washington Blvd
Oak Park,IL60302 		  PC Unrestricted 10,000

Colorado Rocky Mountain School

500 Holden Way
Carbondale,CO81623 		  PC Unrestricted 2,500

Conservancy of Southwest Florida

1495 Smith Preserve Way
Naples,FL34102 		  PC Unrestricted 20,000

Friends of the Cornell Lab of Ornithology

159 Sapsucker Woods Road
Ithasca,NY14850 		  SO I Unrestricted 1,000

Defenders of Wildlife

1130 17th Street NW
Washington,DC20036 		  PC Unrestricted 5,000

Earthjustice Legal Defense Fund

50 California Street Suite 500
San Francisco,CA94111 		  PC Unrestricted 1,000

Elgin Academy

350 Park Street
Elgin,IL60120 		  PC Unrestricted 10,000

Environmental Defense Fund

1875 Connecticut Ave NW
Washington,DC20009 		  PC Unrestricted 1,000

Environmental Law & Policy Center

35 East Wacker Drive Ste 1600
Chicago,IL60601 		  PC Unrestricted 1,000

Environmental Law & Policy Center

35 East Wacker Drive Ste 1600
Chicago,IL60601 		  PC Conservationof Natural Resourcesand Habitat Protection 350,000

Equine Land Conservation Resource

4037 Iron Works Pkwy Suite 120
Lexington,KY40511 		  PC Unrestricted 5,000

Equine Land Conservation Resource

4037 Iron Works Pkwy Suite 120
Lexington,KY40511 		  PC Unrestricted 5,000

Fidelity Investments Charitable Gift Fund

200 Seaport Blvd NCW48
Boston,MA02210 		  PC Unrestricted 229,230

Field Museum of Natural History

1400 S Lake Shore Drive
Chicago,IL60605 		  PC Keller Science CtrYouth ConservationAction Programs 167,000

Field Museum of Natural History

1400 S Lake Shore Drive
Chicago,IL60605 		  PC Unrestricted 10,000

Fox River Valley Hound Heritage Foundation

117 South Cook St 190
Barrington,IL60010 		  PC Unrestricted 8,500

Fox River Valley Pony Club

87 Otis Road
Barrington,IL60010 		  PC Unrestricted 5,000

Friends of Barrington's White House

145 W Main St
Barrington,IL60010 		  PC Unrestricted 10,000

Friends of Nachusa Grasslands

8772 S Lowden Road
Franklin Grove,IL61031 		  PC Unrestricted 100,000

Friends of Nachusa Grasslands

8772 S Lowden Road
Franklin Grove,IL61031 		  PC Unrestricted 5,000

Friends of the Forest Preserves

542 S Dearborn Suite 400
Chicago,IL60605 		  PC Unrestricted 1,000

Friends of the Teton River

Post Office Box 768
Driggs,ID83422 		  PC Unrestricted 1,000

Galena-Jo Daviess Co Historical Society

513 Bouthillier St
Galena,IL61036 		  PC Unrestricted 1,000

Garfield Heritage Society

P O Box 403
LaFox,IL60147 		  PC Unrestricted 1,000

Garfield Heritage Society

P O Box 403
LaFox,IL60147 		  PC Unrestricted 1,000

Gathering Waters

211 South Paterson St Suite 270
Madison,WI53703 		  PC Unrestricted 1,000

Grand Teton National Park Foundation

PO Box 249
Moose,WY83012 		  PC Unrestricted 1,000

Greater Yellowstone Coalition

215 S Wallace Ave
Bozeman,MT59715 		  PC Unrestricted 1,000

Hooved Animal Rescue & Protection Society

P O Box 94
Barrington,IL60011 		  PC Unrestricted 1,000

Hooved Animal Rescue & Protection Society

P O Box 94
Barrington,IL60011 		  PC Unrestricted 1,000

Hotchkiss School

11 Interlaken
Lakeville,CT06039 		  PC Unrestricted 25,000

Illinois Audubon Society

P O Box 2547
Springfield,IL62708 		  PC Unrestricted 1,000

Illinois Prairie Path

P O Box 1086
Wheaton,IL60187 		  PC Unrestricted 1,000

Illinois Prairie Path

P O Box 1086
Wheaton,IL60187 		  PC Unrestricted 250

World Learning Inc

PO Box 676
Brattleboro,VT05302 		  PC Unrestricted 1,000

International Snow Leopard Trust

4649 Sunnyside Avenue N No 325
Seattle,WA98103 		  PC Unrestricted 1,000

Jackson Hole Land Trust

P O Box 2897
Jackson,WY83001 		  PC Unrestricted 1,000

Jo Daviess Conservation Foundation

PO Box 216
Elizabeth,IL61028 		  PC Unrestricted 1,000

Jo Daviess Conservation Foundation

PO Box 216
Elizabeth,IL61028 		  PC Strategic Inititatives, Education andOutreach Program 225,000

Jo Daviess Conservation Foundation

PO Box 216
Elizabeth,IL61028 		  PC Unrestricted 10,000

Jo Daviess Conservation Foundation

PO Box 216
Elizabeth,IL61028 		  PC Big Sky NatureReserve Fund 125,000

Land Conservancy of McHenry County

P O Box 352
Woodstock,IL60098 		  PC Unrestricted 2,500

Land Trust Alliance

1250 H Street NW Suite 600
Washington,DC20005 		  PC Unrestricted 5,000

Land Trust Alliance

1250 H Street NW Suite 600
Washington,DC20005 		  PC Unrestricted 1,000

Max McGraw Wildlife Foundation

PO Box 9
Dundee,IL60118 		  EOF Unrestricted 1,000

Monterey Bay Aquarium

886 Cannery Row
Monterey,CA93940 		  PC Unrestricted 1,000

Monterey Bay Aquarium

886 Cannery Row
Monterey,CA93940 		  PC Unrestricted 1,500

Morton Arboretum

4100 Illinois Route 53
Lisle,IL60532 		  PC Hamill Family FoundationSecond CenturyChallenge 666,000

Morton Arboretum

4100 Illinois Route 53
Lisle,IL60532 		  PC Unrestricted 10,000

Naples Botanical Garden

4820 Bayshore Dr
Naples,FL34112 		  PC Unrestricted 15,000

National Parks Conservation Association

777 6th St NW Suite 700
Washington,DC20001 		  PC ConservationFellowship 75,000

National Parks Conservation Association

777 6th St NW No 700
Washington,DC20001 		  PC Unrestricted 1,000

Natural Land Institute

320 South Third Street
Rockford,IL61104 		  PC Lands OwnedStewardshipEndowment Fund 250,000

Natural Land Institute

320 South Third Street
Rockford,IL61104 		  PC Unrestricted 1,000

Natural Resources Defense Council

40 West 20th Street
New York,NY10011 		  PC Unrestricted 10,000

Nature Bridge

1033 Fort Cronkhite
Sausalito,CA94965 		  PC Unrestricted 5,000

Nature Conservancy of Illinois

400 N Michigan Ave
Chicago,IL60611 		  PC Unrestricted 25,000

Nature Conservancy of Illinois

400 N Michigan Ave
Chicago,IL60611 		  PC Unrestricted 10,000

Nature Conservancy of Illinois

400 N Michigan Ave
Chicago,IL60611 		  PC Unrestricted 5,000

Northern Forest Canoe Trail

P O Box 565
Waitsfield,VT05673 		  PC Unrestricted 1,000

Openlands

25 E Washington Street Suite 1650
Chicago,IL60602 		  PC Nature for AllEndowment 500,000

Openlands

25 E Washington Street Suite 1650
Chicago,IL60602 		  PC ConservingLand for All 300,000

Openlands

25 E Washington Street Suite 1650
Chicago,IL60602 		  PC Nature for All 500,000

Openlands

25 E Washington Street Suite 1650
Chicago,IL60602 		  PC Unrestricted 5,000

Openlands

25 E Washington Street Suite 1650
Chicago,IL60602 		  PC Nature For All 250,000

Openlands

25 E Washington Street Suite 1650
Chicago,IL60602 		  PC Unrestricted 25,000

Openlands

25 E Washington Street Suite 1650
Chicago,IL60602 		  PC Unrestricted 2,500

Openlands

25 E Washington Street Suite 1650
Chicago,IL60602 		  PC Unrestricted 250,000

Prairie State Conservation Coalition

PO Box 2547
Springfield,IL62708 		  PC Unrestricted 1,000

Prairie State Conservation Coalition

PO Box 2547
Springfield,IL62708 		  PC OffsetAdministrativeCosts 75,000

Preservation Foundation of Lake County

1899 West Winchester Road
Libertyville,IL60048 		  PC Unrestricted 1,000

Preservation Partners of Fox Valley

PO Box 93
St Charles,IL60174 		  PC Unrestricted 1,000

Rails to Trails Conservancy

2121 Ward Ct NW 5th Fl
Washington,DC20037 		  PC Unrestricted 1,000

Sierra Club Foundation

2101 Webster St Ste 1250
Oakland,CA94612 		  PC Unrestricted 1,000

Student Conservation Association

689 River Road
Charlestown,NH03603 		  PC Unrestricted 1,000

Teton Regional Land Trust

PO Box 247
Driggs,ID83422 		  PC Legacy of LandCampaign 500,000

Teton Regional Land Trust

PO Box 247
Driggs,ID83422 		  PC Legacy of LandCampaign 250,000

Teton Regional Land Trust

PO Box 247
Driggs,ID83422 		  PC Unrestricted 10,000

The Bhutan Foundation

1050 Connecticut Ave NW 68013
Washington,DC20035 		  PC Unrestricted 10,000

The Conservation Foundation

10S404 Knoch Knolls Road
Naperville,IL60565 		  PC Unrestricted 500,000

The Conservation Foundation

10S404 Knoch Knolls Road
Naperville,IL60565 		  PC Unrestricted 5,000

The Conservation Foundation

10S404 Knoch Knolls Road
Naperville,IL60565 		  PC Unrestricted 5,000

The Conservation Foundation

10S404 Knoch Knolls Road
Naperville,IL60565 		  PC Unrestricted 20,000

The International Crane Foundation

E11376 Shady Lane Rd
Baraboo,WI53913 		  PC Whooping CraneConservation 150,000

The International Crane Foundation

E11376 Shady Lane Rd
Baraboo,WI53913 		  PC Unrestricted 1,000

The Masters School

49 Clinton Avenue
Dobbs Ferry,NY10522 		  PC Unrestricted 1,000

The Nature Conservancy of Adirondack

PO Box 130
Keene,NY12942 		  PC Unrestricted 1,000

The Nature Conservancy of Idaho

4245 North Fairfax Dr Suite 100
Arlington,VA22203 		  PC Unrestricted 1,000

The Nature Conservancy of Vermont

575 Stone Cutters Way
Montpelier,VT05602 		  PC Unrestricted 1,000

The Wetlands Initiative

53 W Jackson Blvd No 1015
Chicago,IL60604 		  PC Unrestricted 1,000

The Wilderness Society

1801 Pennsylvania Ave NW Suite 200
Washington,DC20006 		  PC Unrestricted 1,000

The Woman's Board of RUMC

1725 W Harrison St Suite 545
Chicago,IL60612 		  PC Unrestricted 1,000

Tompkins Conservation

1606 Union Street
San Francisco,CA94123 		  PC Unrestricted 10,000

Trust for Public Land

101 Montgomery Street No 900
San Francisco,CA94104 		  PC Unrestricted 1,000

United States Pony Club Inc

401 Iron Works Pkwy
Lexington,KY40511 		  PC Unrestricted 5,000

United States Pony Club Inc

401 Iron Works Pkwy
Lexington,KY40511 		  PC Unrestricted 1,000

Upper Valley Land Trust

19 Buck Road
Hanover,NH03755 		  PC Unrestricted 1,000

US Equestrian Team Foundation

1040 Pottersville Rd Box 355
Gladstone,NJ07934 		  PC Unrestricted 5,000

US Equestrian Team Foundation

1040 Pottersville Rd Box 355
Gladstone,NJ07934 		  PC Unrestricted 1,000

Vermont Land Trust

8 Bailey Ave
Montpelier,VT05602 		  PC Unrestricted 1,000

Voyageurs National Park Association

PO Box 50631
Minneapolis,MN55405 		  PC Unrestricted 1,000

Wayne Area Conservancy Foundation

P O Box 234
Wayne,IL60184 		  POF Unrestricted 1,000

Wayne Historical Preservation Society

PO Box 724
Wayne,IL60184 		  PC Unrestricted 1,000

World Learning

1 Kipling Road Box 676
Brattleboro,VT05302 		  PC Unrestricted 1,000

WTTW Channel 11

5400 N St Louis Avenue
Chicago,IL60625 		  PC Nature CatProgramming 625,000

World Wildlife Fund

1250 24th Street NW
Washington,DC20037 		  PC Unrestricted 5,000

Yosemite Conservancy

101 Montgomery St No 2450
San Francisco,CA94104 		  PC Unrestricted 1,000
Total .................................right arrow 3a 7,630,230
bApproved for future payment

Environmental Law & Policy Center
35 East Wacker Drive Ste 1600
Chicago,IL60601 		  PC Conservationof Natural Resourcesand habitat protection 1,050,000

Jo Daviess Conservation Foundation
PO Box 216
Elizabeth,IL61028 		  PC Strategic Inititatives, Education and Outreach Program 225,000

Morton Arboretum
4100 Illinois Route 53
Lisle,IL60532 		  PC Hamill Family FoundationSecond CenturyChallenge 668,000

Natural Land Institute
320 South Third Street
Rockford,IL61104 		  PC Lands-OwnedStewardship Fund 250,000

Openlands
25 E Washington Street Suite 1650
Chicago,IL60602 		  PC General Endowmentand LandProtection 2,400,000

Prairie State Conservation Coalition
PO Box 2547
Springfield,IL62708 		  PC Offset AdministrativeCosts 75,000

Teton Regional Land Trust
PO Box 247
Driggs,ID83422 		  PC Legacy of LandCampaign 250,000

The Conservation Foundation
10S404 Knoch Knolls Road
Naperville,IL60565 		  PC Unrestricted 1,000,000

The Field Museum of Natural History
1400 S Lake Shore Drive
Chicago,IL60605 		  PC Keller Science CenterYouth ConservationAction Programs 166,000

The International Crane Foundation
E11376 Shady Lane Rd
Baraboo,WI53913 		  PC Whooping CraneProgram 150,000
Total ................................. right arrow 3b 6,234,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,022  
4 Dividends and interest from securities ....     14 742,568  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18 16,173  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,422,009  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aNon-Dividend Distributions-NT 1099 		    18 2,931  
bOrdinary Gain CCP, LP K-1     18 8,099  
cOrdinary Gain HCS Family Fund, LP K-1     18 2,089  
dOrdinary Loss Enterprise Products Partners, LP K-1     18 -23,679  
eRefund of 2020 Excise Taxes     18 136  
12 Subtotal. Add columns (b), (d), and (e) ..   2,171,348  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,171,348
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  
Part VI Line 7 -Original Return Overpayment: -96,958


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
Hamill Family Foundation
 
Employer identification number

36-6096808
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
Hamill Family Foundation
  		Employer identification number
36-6096808
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Ethan H Winter
148 East Avenue
 
Saratoga Springs, NY12866

$ 125,351


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Nancy CH Winter
5229 S Massbach Road
 
Stockton, IL61085

$ 2,644,712


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
Hamill Family Foundation
  		Employer identification number

36-6096808
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 1,260 Shares of Northern Trust Corporation common stock (NASDAQ: NTRS); Value on 1/18/2023 equals $9 $ 125,351 2023-01-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 2,096 Shares of Abbott Laboratories common stock (NYSE: ABT); Value on 3/14/2023 equals $98.42 per s $ 206,288 2023-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 550 Shares of Adobe Inc. common stock ((NASDAQ: ADBE); Value on 3/14/2023 equals $331.935 per share $ 182,564 2023-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 1,300 Shares of Apple, Inc. common stock (NASDAQ: AAPL); Value on 3/14/2023 equals $151.75 per share $ 197,275 2023-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 2730 Shares of Bio-Techne common stock (NASDAQ: TECH); Value on 3/14/2023 equals $73.185 per share ( $ 199,795 2023-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 390 Shares of Costco Wholesale Corporation common stock (NASDAQ: COST); Value on 3/14/2023 equals $4 $ 186,841 2023-03-14
Schedule B (Form 990) (2023)
Name of organization
Hamill Family Foundation
  		Employer identification number

36-6096808
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 750 Shares of Danaher Corporation common stock (NYSE: DHR); Value on 3/14/2023 equals $244.495 per s $ 183,371 2023-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 900 Shares of Estee Lauder Companies common stock (NYSE: EL); Value on 3/14/2023 equals $240.32 per $ 216,288 2023-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 130 Shares of Mettler-Toledo Intl common stock (NYSE: MTD); Value on 3/14/2023 equals $1,461.925 per $ 190,050 2023-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 400 Shares of Visa Inc common stock (NYSE: V); Value on 3/14/2023 equals $217.955 per share (Avg. of $ 87,182 2023-03-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 750 Shares of Roper Technologies Inc common stock (NASDAQ: ROP); Value on 11/2/2023 equals $490.91 p $ 368,183 2023-11-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 750 Shares of Cintas Corp common stock (NASDAQ: CTAS); Value on 11/2/2023 equals $510.595 per share $ 382,946 2023-11-02
Schedule B (Form 990) (2023)
Name of organization
Hamill Family Foundation
  		Employer identification number

36-6096808
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 655 Shares of S&P Global Inc common stock (NYSE: SPGI); Value on 11/2/2023 equals $372.41 per share $ 243,929 2023-11-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
Hamill Family Foundation
  		Employer identification number

36-6096808
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AllOthProgRltdInvestmentsSch
Name:
Hamill Family Foundation
EIN:
36-6096808
Category Amount
None 0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 GainLossSaleOtherAssetsSch
Name:
Hamill Family Foundation
EIN:
36-6096808
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
Publicly Traded Securities         9,989,559 8,623,324     1,366,235  
from Flow Through Entities         55,774       55,774  

TY 2023 InvestmentsCorpBondsSchedule
Name:
Hamill Family Foundation
EIN:
36-6096808
Name of Bond End of Year Book Value End of Year Fair Market Value
Corporate Bonds (see Attachment A) 937,234 937,234
Corporate Bonds-Purchased Interest (see Attachment A) 961 961

TY 2023 InvestmentsCorpStockSchedule
Name:
Hamill Family Foundation
EIN:
36-6096808
Name of Stock End of Year Book Value End of Year Fair Market Value
ITW Securities (see Attachment A) 1,571,640 1,571,640
Northern Trust Corporation (see Attachment A) 2,227,632 2,227,632
Other Equities-Large Cap (see Attachment A) 23,403,957 23,403,957
Other Equities-Mid Cap (see Attachment A) 6,961,558 6,961,558
Other Equities-Small Cap (see Attachment A) 368,249 368,249
Other Equities-International (see Attachment A) 1,450,541 1,450,541
Other Equities-Intl emerging (see Attachment A) 72,870 72,870
Other Equities-Real Estate Funds, ETFs & REITs (see Attachment A) 71,737 71,737

TY 2023 InvestmentsGovtObligationsSch
Name:
Hamill Family Foundation
EIN:
36-6096808
US Government Securities - End of Year Book Value:

193,470
US Government Securities - End of Year Fair Market Value:

193,470
State & Local Government Securities - End of Year Book Value:


44,960
State & Local Government Securities - End of Year Fair Market Value:


44,960


TY 2023 InvestmentsOtherSchedule2
Name:
Hamill Family Foundation
EIN:
36-6096808
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Cornelius Capital Partners, L.P. (CCP)   1,197,861 1,197,861
HCS Family Fund, L.P.   386,287 386,287

TY 2023 LegalFeesSchedule
Name:
Hamill Family Foundation
EIN:
36-6096808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Park Law Office, LLC Legal Advice & Tax Prep 3,086 1,543   1,543


TY 2023 OtherAssetsSchedule
Name:
Hamill Family Foundation
EIN:
36-6096808
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Due from CCP transaction account 156,038 125,428 125,428


TY 2023 OtherDecreasesSchedule
Name:
Hamill Family Foundation
EIN:
36-6096808
Description Amount
Adjustment due to unrealized gain in gifts received 1,898,734


TY 2023 OtherExpensesSchedule
Name:
Hamill Family Foundation
EIN:
36-6096808
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Deductions CCP K-1 31,636 31,636    
Contributions CCP K-1 39 39    
Investment Int Exp - CCP K-1 6,554 6,554    
Royalty Deductions CCP K-1 254 254    
Non-Deductible Expenses-CCP K-1 345 0    
Deductions HCS K-1 10,585 10,585    
Contributions HCS K-1 13 13    
Investment Int Exp - HCS K-1 208 208    
Royalty Deductions HCS K-1 2 2    
Non-Deductible Expenses - HCS K-1 258 0    
Cash Contributions (60%)-Enterprise Products Prtnrs LP K-1 6 6    
Non-Deductible Exps-Enterprise Products Prtnrs LP K-1 70 0    
IL Charity Bureau Fund-Annual Report Fee 15     15
Interest Expense-BH GP 45 45    
Mailing Costs 18 18    
Tax Software Fee 85 85    


TY 2023 OtherIncomeSchedule2
Name:
Hamill Family Foundation
EIN:
36-6096808
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Section 1250 Gain-NT 1099 132 132  
Non-Dividend Distributions-NT 1099 2,931 0  
Ordinary Income CCP, LP K-1 8,099 8,099  
Rental RE Income CCP, LP K-1 -2,062 -2,062  
Other Net Rental Loss CCP, LP K-1 548 548  
Royalties CCP, LP K-1 2,222 2,222  
Other Income (Loss) CCP, LP K-1 -236 -236  
Cancellation of Debt CCP, LP K-1 12 12  
Section 1202 Gains CCP, LP K-1 1,377 1,377  
Other Tax Exempt Income CCP, LP K-1 3,719 3,719  
Ordinary Income HCS Fam Fd, LP K-1 2,089 2,089  
Rental RE Loss-HCS Fam Fd, LP K-1 -665 -665  
Royalty Income-HCS Fam Fd, LP K-1 12 12  
Other Income (Loss) HCS Fam Fd, LP K-1 -109 -109  
Section 1202 Gains HCS Fam Fd, LP K-1 11,223 11,223  
Ordinary Income Enterprise Products Partners, LP K-1 -23,679 -23,679  
Refund of 2020 excise taxes 136 0  
UBTI included on Form 990-T 0 -2,154  


TY 2023 OtherIncreasesSchedule
Name:
Hamill Family Foundation
EIN:
36-6096808
Description Amount
Decreases in grants payable 6,233,000
Increase in Unrealized Gain in 2023 5,518,372
Prior year adjustment 106,422


TY 2023 OtherProfessionalFeesSchedule
Name:
Hamill Family Foundation
EIN:
36-6096808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Northern Trust Custodian & Mgt Fees 4,815 4,815    
Northern Trust Other Expenses 358 358    
Segall Bryant & Hamill Investment Management 48,250 48,250    


TY 2023 TaxesSchedule
Name:
Hamill Family Foundation
EIN:
36-6096808
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Foreign Taxes-NT 1099 4,577 4,577    
Foreign Taxes - CCP, LP 2,476 2,476    
Foreign Taxes - HCS Family Fund, LP 1,801 1,801    
Tax payable on 2022 Form 4720 200 0    
Penalties and Interest on 2021 Excise Tax 91 0