CUSHING FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CUSHING FAMILY FOUNDATION (EIN 46-1636778)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349101114
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T10:34:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320077509 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRISON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461636778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUSHING FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT T NAPIER HARRISON LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUSH | BusinessNameControlTxt |
| Phone | 3123321111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J CUSHING | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3123321111 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGARET A NAGELA | PreparerPersonNm |
| PTIN | P00439254 | PTIN |
| Phone | 3123321111 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $187,330,730 | 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 | $2,475,060 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,886,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,886,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,698,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,046,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,698,539 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,232 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,232 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,070,260 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,595,200 | 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 |
| Other Prof Fees Rev And Expnss | $441,174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $441,174 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $223,201 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,201 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $664,375 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $444,375 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,085,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,085,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,749,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $444,375 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,085,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,320,885 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,150,825 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $78,829,187 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,215,931 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,215,931 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $84,158,291 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $113,092,432 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $136,114,799 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $162,987,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,308,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $187,330,730 | 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 | $162,987,478 | RetainedEarningBOYAmt |
| Retained Earning EOY | $164,308,363 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $162,987,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $164,308,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $162,987,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $164,308,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $162,987,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,320,885 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $164,308,363 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $164,308,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| MORGAN STANLEY A/C 4187 - VARIOUS | $6,008,934 | $5,959,119 | -$1,065 | -$1,065 | |
| MORGAN STANLEY A/C 4187 - VARIOUS | $4,295,354 | $4,263,804 | -$196 | -$196 | |
| WILLIAM BLAIR A/C 9028 - VARIOUS | $342,737 | $416,177 | -$73,440 | -$73,440 | |
| WILLIAM BLAIR A/C 9028 - VARIOUS | $2,094,899 | $1,688,973 | $405,926 | $405,926 | |
| GOLDMAN SACHS A/C 5906 - VARIOUS | $2,573,081 | $1,285,855 | $1,287,226 | $1,287,226 | |
| GOLDMAN SACHS A/C 7867 - VARIOUS | $433,033 | $431,208 | $1,825 | $1,825 | |
| GOLDMAN SACHS A/C 7867 - VARIOUS | $940,803 | $921,083 | $19,720 | $19,720 | |
| GOLDMAN SACHS A/C 7867 - VARIOUS | $1,333,962 | $1,299,613 | $34,349 | $34,349 | |
| CAPITAL GAINS DIVIDENDS | $24,194 | $24,194 | $24,194 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,698,539 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $99,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $99,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $99,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $134,625 | 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 | $134,625 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35,229 | OverpaymentAmt |
| Applied To ES Tax | $35,229 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT T NAPIER HARRISON LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123321111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 1700 | 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 | MICHAEL J CUSHING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | $119,899,595 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,002,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $182,902,501 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $182,902,501 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,743,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $180,158,963 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,007,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,007,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $99,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $99,396 | TotalTaxAmt |
| Distributable Before Adj | $8,908,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,908,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,908,552 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,085,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,085,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,908,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,894,240 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,085,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,894,240 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $190,760 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,717,792 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J CUSHING | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 50037 | NONE | PC | GENERAL PURPOSES | $150,000 |
| AMIGOS OF COSTA RICA | |||||||
| PO BOX 748 | WEST CHESTER | PA | 19381 | NONE | PC | GENERAL PURPOSES | $25,000 |
| AMREF HEALTH AFRICA IN THE USA | |||||||
| 75 BROAD STREET SUITE 703 | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSES | $3,250,000 |
| BEAT THE STREETS CHICAGO | |||||||
| 5985 S ARCHER AVENUE | CHICAGO | IL | 60638 | NONE | PC | GENERAL PURPOSES | $100,000 |
| BHUTAN FOUNDATION | |||||||
| 1050 CONNECTICUT AVENUE NW 66013 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL PURPOSES | $50,000 |
| BLOOD CANCER UNITED | |||||||
| 1201 15TH STREET NW SUITE 410 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL PURPOSES | $100,000 |
| BRIDGE COMMUNITIES INC | |||||||
| 500 ROOSEVELT ROAD | GLEN ELLYN | IL | 60137 | NONE | PC | GENERAL PURPOSES | $100,000 |
| CHI-CARE CHICAGO | |||||||
| 2711 N HALSTED STREET | CHICAGO | IL | 60614 | NONE | PC | GENERAL PURPOSES | $50,000 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE STREET | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSES | $50,000 |
| COLLEGE OF DUPAGE FOUNDATION | |||||||
| 425 FAWELL BLVD | GLEN ELLYN | IL | 60137 | NONE | PC | GENERAL PURPOSES | $100,000 |
| CURE JM FOUNDATION | |||||||
| 19309 WINMEADE DRIVE SUITE 204 | LEESBURG | VA | 20176 | NONE | PC | GENERAL PURPOSES | $5,000 |
| DION'S CHICAGO DREAM | |||||||
| 6235 S HOMAN AVENUE | CHICAGO | IL | 60629 | NONE | PC | GENERAL PURPOSES | $50,000 |
| DULY HEALTH AND CARE CHARITABLE FUND | |||||||
| 1100 W 31ST STREET | DOWNERS GROVE | IL | 60515 | NONE | PC | GENERAL PURPOSES | $25,000 |
| DUPAGE PADS | |||||||
| 601 W LIBERTY DRIVE | WHEATON | IL | 60187 | NONE | PC | GENERAL PURPOSES | $100,000 |
| DUPAGE SENIOR CITIZENS COUNCIL (KANE SENIOR COUNCIL) | |||||||
| 1990 SPRINGER DRIVE | LOMBARD | IL | 60148 | NONE | PC | GENERAL PURPOSES | $50,000 |
| ERIKA'S LIGHTHOUSE | |||||||
| 897 1/2 GREEN BAY ROAD | WINNETKA | IL | 60093 | NONE | PC | GENERAL PURPOSES | $50,000 |
| EVERGREEN CLIMATE INNOVATIONS | |||||||
| 400 N ABERDEEN STREET FLOOR 8 | CHICAGO | IL | 60642 | NONE | PC | GENERAL PURPOSES | $100,000 |
| FEED MY STARVING CHILDREN | |||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | NONE | PC | GENERAL PURPOSES | $100,000 |
| FRIENDS OF THE LIBRARY - GLEN ELLYN | |||||||
| 400 DUANE STREET | GLEN ELLYN | IL | 60137 | NONE | PC | GENERAL PURPOSES | $5,000 |
| GLEN ELLYN FOOD PANTRY | |||||||
| 493 FOREST AVENUE | GLEN ELLYN | IL | 60137 | NONE | PC | GENERAL PURPOSES | $200,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | GENERAL PURPOSES | $1,000,000 |
| GROWING HOME CHICAGO | |||||||
| 6429 S HONORE STREET | CHICAGO | IL | 60636 | NONE | PC | GENERAL PURPOSES | $50,000 |
| HELEN KELLER INTERNATIONAL | |||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSES | $100,000 |
| HUMANITARIAN SERVICE PROJECT | |||||||
| 465 RANDY ROAD | CAROL STREAM | IL | 60188 | NONE | PC | GENERAL PURPOSES | $50,000 |
| LEGAL COUNCIL FOR HEALTH JUSTICE | |||||||
| 17 N STATE STREET SUITE 900 | CHICAGO | IL | 60602 | NONE | PC | GENERAL PURPOSES | $50,000 |
| LOAVES & FISHES COMMUNITY SERVICES | |||||||
| 1871 HIGH GROVE LANE | NAPERVILLE | IL | 60540 | NONE | PC | GENERAL PURPOSES | $100,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $25,000 |
| MAKE-A-WISH | |||||||
| 200 W MONROE STREET SUITE 1801 | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSES | $25,000 |
| MARCH OF DIMES | |||||||
| 141 W JACKSON BLVD SUITE 1875 | CHICAGO | IL | 60604 | NONE | PC | GENERAL PURPOSES | $25,000 |
| MARYVILLE ACADEMY | |||||||
| 1150 N RIVER ROAD | DES PLAINES | IL | 60016 | NONE | PC | GENERAL PURPOSES | $25,000 |
| MEALS ON WHEELS | |||||||
| 314 W SUPERIOR STREET SUITE 201 | CHICAGO | IL | 60654 | NONE | PC | GENERAL PURPOSES | $25,000 |
| MISERICORDIA HOME | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PC | GENERAL PURPOSES | $100,000 |
| NAMI CHICAGO | |||||||
| 224 W HILL STREET SUITE 410 | CHICAGO | IL | 60610 | NONE | PC | GENERAL PURPOSES | $50,000 |
| NATIONAL PUBLIC RADIO (NPR) | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | NONE | PC | GENERAL PURPOSES | $100,000 |
| ONE ACRE FUND | |||||||
| 2070 GREEN BAY ROAD SUITE 183 | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL PURPOSES | $100,000 |
| PAWS CHICAGO | |||||||
| 1933 N MARCEY STREET | CHICAGO | IL | 60614 | NONE | PC | GENERAL PURPOSES | $50,000 |
| PROSTATE CANCER FOUNDATION OF CHICAGO | |||||||
| 251 N CASS AVENUE | WESTMONT | IL | 60559 | NONE | PC | GENERAL PURPOSES | $25,000 |
| PROXIMITY 2 HUMANITY | |||||||
| 415 N 2ND STREET | ALBEMARLE | NC | 28001 | NONE | PC | GENERAL PURPOSES | $100,000 |
| SAFER FOUNDATION | |||||||
| 571 W JACKSON BLVD | CHICAGO | IL | 60661 | NONE | PC | GENERAL PURPOSES | $25,000 |
| SHINE GLOBAL INC | |||||||
| 350 W 42ND STREET 41G | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSES | $100,000 |
| SHOWER UP CHICAGO | |||||||
| 4935 MAIN STREET | SPRING HILL | TN | 37174 | NONE | PC | GENERAL PURPOSES | $50,000 |
| SPARK VENTURES | |||||||
| 1501 N OAKLEY BLVD SUITE 214 | CHICAGO | IL | 60622 | NONE | PC | GENERAL PURPOSES | $25,000 |
| ST FRANCIS HIGH SCHOOL | |||||||
| 2130 W ROOSEVELT ROAD | WHEATON | IL | 60187 | NONE | PC | GENERAL PURPOSES | $100,000 |
| ST PETRONILLE CATHOLIC CHURCH | |||||||
| 420 GLENWOOD AVENUE | GLEN ELLYN | IL | 60137 | NONE | PC | GENERAL PURPOSES | $100,000 |
| TEAM RUBICON | |||||||
| 5230 PACIFIC CONCOURSE DRIVE | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL PURPOSES | $100,000 |
| THE CARTER CENTER | |||||||
| 453 JOHN LEWIS FREEDOM PKWY NE | ATLANTA | GA | 30307 | NONE | PC | GENERAL PURPOSES | $100,000 |
| THE FORGE CHARITABLE ADVENTURES | |||||||
| 227 HERITAGE QUARRIES DRIVE | LEMONT | IL | 60439 | NONE | PC | GENERAL PURPOSES | $50,000 |
| THE JOSSELYN CENTER | |||||||
| 1135 SKOKIE BLVD | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL PURPOSES | $50,000 |
| THE MORTON ARBORETUM | |||||||
| 4100 IL-53 | LISLE | IL | 60532 | NONE | PC | GENERAL PURPOSES | $100,000 |
| THEOSOPHICAL SOCIETY IN AMERICA | |||||||
| 1926 N MAIN STREET | WHEATON | IL | 60187 | NONE | PC | GENERAL PURPOSES | $250,000 |
| THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVENUE | CHICAGO | IL | 60613 | NONE | PC | GENERAL PURPOSES | $50,000 |
| URBAN GROWERS COLLECTIVE | |||||||
| 1200 W 35TH STREET SUITE 118 | CHICAGO | IL | 60609 | NONE | PC | GENERAL PURPOSES | $100,000 |
| VISION TO LEARN | |||||||
| 12100 WILSHIRE BLVD SUITE 1275 | LOS ANGELES | CA | 90025 | NONE | PC | GENERAL PURPOSES | $100,000 |
| WBEZ CHICAGO PUBLIC MEDIA | |||||||
| 848 E GRAND AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL PURPOSES | $25,000 |
| WEST POINT SCHOOL OF MUSIC | |||||||
| 1233 W 109TH PLACE | CHICAGO | IL | 60643 | NONE | PC | GENERAL PURPOSES | $50,000 |
| WORLD BICYCLE RELIEF | |||||||
| 1000 W FULTON MARKET 4TH FLOOR | CHICAGO | IL | 60607 | NONE | PC | GENERAL PURPOSES | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,085,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,886,429 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,232 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,698,539 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,595,200 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,595,200 | TotalIncomeProducingActyAmt |
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 | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHAEL J CUSHING | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER STREET SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,475,060 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS MARKETABLE SECURITIES. | NoncashPropertyDesc |
| Fair Market Value | $2,475,060 | FairMarketValueAmt |
| Received | 2025-11-19 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLAIR A/C 9028 - SECURITIES | AT COST | $23,439,301 | $28,210,869 |
| GOLDMAN ACCOUNTS - SECURITIES | AT COST | $75,282,121 | $90,607,396 |
| MORGAN STANLEY A/C 4187 - SECURITIES | AT COST | $12,709,288 | $15,296,534 |
| MORGAN STANLEY A/C 6414 - ALTERNATIVE | AT COST | $1,661,722 | $2,000,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BLAIR A/C 9028 - NONDIVIDEND DISTRIBUTIONS | $10,023 | $10,023 | $10,023 |
| BLAIR A/C 9028 - 1250 GAIN | $11 | $11 | $11 |
| GOLDMAN A/C 7867 - OTHER INCOME | $198 | $198 | $198 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WILLIAM BLAIR ACCOUNT FEES | $156,885 | $156,885 | $0 |
| MORGAN STANLEY ACCOUNT FEES | $76,605 | $76,605 | $0 |
| GOLDMAN SACHS ACCOUNT FEES | $207,684 | $207,684 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J CUSHING | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W WACKER DRIVE SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLDMAN FOREIGN TAX | $3,201 | $3,201 | $0 |
| EXCISE TAX - EXTENSION PAYMENT | $150,000 | $0 | $0 |
| ESTIMATED EXCISE TAX | $70,000 | $0 | $0 |
Comments