BETA

CUSHING FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CUSHING FAMILY FOUNDATION (EIN 46-1636778)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-09
IRS object ID
202311609349100216
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-09T11:58:15-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320077509PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARRISON & HELD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 W WACKER DR SUITE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461636778EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL J CUSHING FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ROBERT T NAPIER HARRISON & HELDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMICHBusinessNameControlTxt
Phone3123321111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 W WACKER DRIVE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL J CUSHINGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3123321111PhoneNum
Signature2023-06-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastCUSHINGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARGARET A NAGELAPreparerPersonNm
PTINP00439254PTIN
Phone3123321111PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,388,321FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$851,301ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$149,393DividendsRevAndExpnssAmt
Dividends Net Invst Incm$149,393DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$21,347NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,028,060GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,443OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$5,443OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$984,790TotalRevAndExpnssAmt
Total Net Invst Incm$154,836TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$82,157OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$82,157OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,265TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$96,422TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$82,172TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$466,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$466,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$562,722TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$82,172TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$466,300TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$422,068ExcessRevenueOverExpensesAmt
Net Investment Income$72,664NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$755,199SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$230,680SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$230,680SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$10,873,873OtherInvestmentsBOYAmt
Other Investments EOY$11,820,460OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,157,641OtherInvestmentsEOYFMVAmt
Total Assets BOY$11,629,072TotalAssetsBOYAmt
Total Assets EOY$12,051,140TotalAssetsEOYAmt
Total Assets EOYFMV$11,388,321TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,629,072RetainedEarningBOYAmt
Retained Earning EOY$12,051,140RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,629,072TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,051,140TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,629,072TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,051,140TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,629,072TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$422,068ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$12,051,140SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,051,140TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
WILLIAM BLAIR A/C 9028 - VARIOUS$310,597$446,329-$135,732-$135,732
WILLIAM BLAIR A/C 9028 - VARIOUS$717,133$603,078$114,055$114,055
CAPITAL GAINS DIVIDENDS$330$330$330P
FieldValueIRS element (for citing)
Capital Gain Net Income-$21,347CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,010InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,010SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,010TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,990OverpaymentAmt
Applied To ES Tax$6,990AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT T NAPIER CO H&HBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3123321111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1333 W WACKER DRIVE SUITE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMICHAEL J CUSHINGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 W WACKER DR STE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.25AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,260,804AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$512,595AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,773,399TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,773,399AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$176,601CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,596,798NetVlNoncharitableAssetsAmt
Minimum Investment Return$579,840MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$579,840MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,010TaxBasedOnInvestmentIncomeAmt
Total Tax$1,010TotalTaxAmt
Distributable Before Adj$578,830DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$578,830DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$578,830DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$466,300ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$466,300QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$578,830DistributableAsAdjustedAmt
Undistributed Income PY$461,184UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$466,300QualifyingDistributionsAmt
Applied To Year1$461,184AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,116AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$573,714UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTION AGAINST HUNGER USA
ONE WHITEHALL STREET 2ND FLOORNEW YORKNY10004NONEPCGENERAL PURPOSES$10,300
ALZHEIMER'S FOUNDATION OF AMERICA
322 EIGHTH AVENUE 16TH FLOORNEW YORKNY10001NONEPCGENERAL PURPOSES$25,000
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037NONEPCGENERAL PURPOSES$10,000
BLOODWATER
1108 MCKENNIE AVENUE SUITE 290NASHVILLETN37206NONEPCGENERAL PURPOSES$25,000
CHICAGO COALITION FOR THE HOMELESS
70 E LAKE STREETCHICAGOIL60601NONEPCGENERAL PURPOSES$10,000
FRIENDS OF THE LIBRARY - GLEN ELLYN
400 DUANE STREETGLEN ELLYNIL60137NONEPCGENERAL PURPOSES$1,000
GLEN ELLYN FOOD PANTRY
493 FOREST AVENUEGLEN ELLYNIL60137NONEPCGENERAL PURPOSES$5,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACECHICAGOIL60632NONEPCGENERAL PURPOSES$15,000
HCUND INC (HOSPITALITY COMMITTEE FOR UNITED NATIONS DELEGATIONS INC)
PO BOX 1201 - GRAND CENTRAL STATIONNEW YORKNY10164NONEPCGENERAL PURPOSES$25,000
HOPE FAIR HOUSING CENTER
202 W WILLOW AVENUE SUITE 203WHEATONIL60187NONEPCGENERAL PURPOSES$10,000
HUMANITARIAN SERVICE PROJECT
465 RANDY ROADCAROL STREAMIL60188NONEPCGENERAL PURPOSES$25,000
INTERNATIONAL MEDICAL CORPS
12400 WILSHIRE BLVD SUITE 1500LOS ANGELESCA90025NONEPCGENERAL PURPOSES$25,000
LEGAL COUNCIL FOR HEALTH JUSTICE
17 N STATE STREET SUITE 900CHICAGOIL60602NONEPCGENERAL PURPOSES$25,000
LYRIC OPERA OF CHICAGO
20 N WACKER DRIVECHICAGOIL60606NONEPCGENERAL PURPOSES$25,000
MISERICORDIA HOME
6300 N RIDGE AVENUECHICAGOIL60660NONEPCGENERAL PURPOSES$10,000
PARK VENTURES - NATIONAL PARK FOUNDATION
1500 K STREET NW SUITE 700WASHINGTONDC20005NONEPCGENERAL PURPOSES$25,000
PAWS CHICAGO
1933 N MARCEY STREETCHICAGOIL60614NONEPCGENERAL PURPOSES$15,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
PO BOX 97166WASHINGTONDC20090NONEPCGENERAL PURPOSES$25,000
SHINE GLOBAL INC
350 W 42ND STREET 41GNEW YORKNY10036NONEPCGENERAL PURPOSES$100,000
ST PETRONILLE CATHOLIC CHURCH
420 GLENWOOD AVENUEGLEN ELLYNIL60137NONEPCGENERAL PURPOSES$5,000
THE MORTON ARBORETUM
4100 IL-53LISLEIL60532NONEPCGENERAL PURPOSES$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$466,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$149,393ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,443ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$21,347ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$133,489ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$133,489TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
MICHAEL J CUSHING
1333 W WACKER STREET SUITE 1700CHICAGOIL60606$561,301Yes (X)
MICHAEL J CUSHING
2333 W WACKER STREET SUITE 1700CHICAGOIL60606$290,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVARIOUS MARKETABLE SECURITIES.NoncashPropertyDesc
Fair Market Value$561,301FairMarketValueAmt
Received2022-12-21ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBLAIR A/C 9028 - SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$11,820,460BookValueAmt
EOYFMV$11,157,641EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BLAIR A/C 9028 - NONDIVIDEND DISTRIBUTIONS$5,406$5,406$5,406
BLAIR A/C 9028 - 1250 GAIN$37$37$37

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL AND TAX SERVICES$48$48$0
WILLIAM BLAIR ACCOUNT FEES$82,109$82,109$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMICHAEL J CUSHINGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 W WACKER DRIVE SUITE 1700AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$6,250$0$0
ESTIMATED EXCISE TAX$8,000$0$0
FOREIGN TAX$15$15$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.