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
THE BUCHANAN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)222 E WISCONSIN AVENUE SUITE 308
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE FOREST, IL60045
A Employer identification number

36-6160998
B Telephone number (see instructions)

(847) 234-0235
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$52,828,982J 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 Check right arrow.............
3 Interest on savings and temporary cash investments 9,093 9,093  
4 Dividends and interest from securities... 1,578,997 1,578,997  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -213,889
b Gross sales price for all assets on line 6a 9,328,380
7 Capital gain net income (from Part IV, line 2)... 0
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).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,374,201 1,588,090  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,000 7,500   92,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,370 7,028   2,342
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,906 3,378   7,407
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 8,500 0   8,500
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
48,185 1,191   46,994
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 176,961 19,097   157,743
25 Contributions, gifts, grants paid....... 2,237,000 2,237,000
26 Total expenses and disbursements. Add lines 24 and 25 2,413,961 19,097   2,394,743
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,039,760
b Net investment income (if negative, enter -0-) 1,568,993
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......... 8,992,102 11,313,982 11,295,122
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,208,827 Click to see attachment
List of Attached Documents:
// Content
5,329,347 		5,424,447
b Investments—corporate stock (attach schedule)....... 19,492,626 Click to see attachment
List of Attached Documents:
// Content
19,716,249 		35,361,259
c Investments—corporate bonds (attach schedule)....... 6,461,402 Click to see attachment
List of Attached Documents:
// Content
755,619 		748,154
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,154,957 37,115,197 52,828,982
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........ 8,528,072 8,528,072
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 29,626,885 28,587,125
29 Total net assets or fund balances (see instructions)..... 38,154,957 37,115,197
30 Total liabilities and net assets/fund balances (see instructions). 38,154,957 37,115,197
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
38,154,957
2
Enter amount from Part I, line 27a .....................
2
-1,039,760
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
37,115,197
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
37,115,197
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 P 1990-01-01 2023-12-31
b
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 9,328,380   9,542,269 -213,889
b
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       -213,889
b
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 -213,889
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 21,809
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 21,809
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 21,809
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 17,760
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,049
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 instructions.................
12
 
No
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 arrowKENNETH H BUCHANAN Telephone no.right arrow (847) 234-0235

Located atright arrow222 E WISCONSIN AVENUE SUITE 308LAKE FORESTIL ZIP+4right arrow60045
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)
Yes
 
(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
 
No
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)
 
No
(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
 
 
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
 
 
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
KENNETH H BUCHANAN PRESIDENT
40.00 		75,000 0 0
222 WISCONSIN AVENUE SUITE 308
LAKE FOREST,IL60045
CHARLES F KANE JR TREASURER
40.00 		25,000 0 0
PO BOX 241
DUXBURY,MA02331
MARGAUX BUCHANAN SECRETARY
2.00 		0 0 0
17160 WATERLINE ROAD
BRADENTON,FL34212
HUNT ELDRIDGE III VICE-PRESIDENT
2.00 		0 0 0
1001 COURTENAY DRIVE NE
ATLANTA,GA30306
BRIAN K JONES DIRECTOR
2.00 		0 0 0
333 WEST WACKER DRIVE SUITE 1700
CHICAGO,IL60606
PERRIN B MARTIN DIRECTOR
2.00 		0 0 0
40 DAHEIM ROAD
MILLBROOK,NY12545
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  
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  
2  
All other program-related investments. See instructions.
3  
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
41,960,855
b
Average of monthly cash balances.......................
1b
10,158,039
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
52,118,894
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
0
3
Subtract line 2 from line 1d.........................
3
52,118,894
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
781,783
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
51,337,111
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,566,856
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
2,566,856
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
21,809
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
21,809
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,545,047
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,545,047
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,545,047
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
2,394,743
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
2,394,743
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 2,545,047
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 140,058
b From 2019......  
c From 2020......  
d From 2021...... 32,538
e From 2022...... 337,637
f Total of lines 3a through e ........ 510,233
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,394,743
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 2,394,743
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 150,304 150,304
(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 5 359,929
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...... 		0
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		359,929
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 22,292
d Excess from 2022.... 337,637
e Excess from 2023....  
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).)
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

ACLU FOUNDATION

125 BROAD STREET
NEW YORK,NY10004 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

ADLER PLANETARIUM

1300 S LAKE SHORE DRIVE
CHICAGO,IL60605 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

ADVOCATE LUTHERAN GENERAL HOSPITAL

1775 DEMPSTER STREET
CHICAGO,IL60068 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

AGE WELL

62 W 46TH ST STE 707
NEW YORK,NY10036 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVENUE
CHICAGO,IL60601 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

AMERICAN RED CROSS

2200 W HARRISON STREET
CHICAGO,IL60612 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

ANGELS OF LIGHT

321 W 116TH STREET
CHICAGO,IL60628 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

ANIMAL EDUCATION AND RESCUE

PO BOX 7343
LIBERTYVILLE,IL60048 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

ANN & ROBERT LURIE CHILDREN'S HOSPITAL

225 E CHICAGO AVENUE
CHICAGO,IL60611 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

ART INSTITUTE OF CHICAGO

111 SOUTH MICHIGAN AVENUE
CHICAGO,IL60603 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

ATLANTA HUMANE SOCIETY

1551 PERRY BLVD NW
ATLANTA,GA30318 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

ATLANTA BOTANICAL GARDEN

1345 PIEDMONT AVE NE
ATLANTA,GA30309 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

BERKSHIRE TACONIC COMMUNITY FOUNDATION

800 N MAIN ST
SHEFFIELD,MA01257 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

BILLION OYSTER PROJECT

10 SOUTH STREET SLIP 7
NEW YORK,NY10004 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

BOCA GRANDE HEALTH CLINIC FOUNDATION

280 PARK AVENUE
BOCA GRANDE,FL33921 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

BOCA GRANDE ISLAND SCHOOL

135 1ST ST W
BOCA GRANDE,FL33921 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

BONEFISH & TARPON TRUST

2937 SW 27TH AVE SUITE 203
MIAMI,FL33133 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

BOY SCOUT TROUP 48

801 N MCKINLEY ROAD
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

BOYS & GIRLS CLUB OF LAKE COUNTY

730 S MARTIN LUTHER KING JR AVENUE
WAUKEGAN,IL60085 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

BOZEMAN SPORTS PARK FOUNDATION

4600 BAXTER LANE
BOZEMAN,MT59718 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

CHICAGO ZOOLOGICAL SOCIETY - BROOKFIELD ZOO

8400 31ST STREET
BROOKFIELD,IL60513 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

BRUSHWOOD CENTER AT RYERSON WOODS

21850 RIVERWOODS ROAD
CHICAGO,IL60015 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

CAMP BIG SKY

17185 MCCORD ROAD
FAIRVIEW,IL61432 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

CARY INSTITUTE OF ECOSYSTEM STUDIES

2801 SHARON TURNPIKE
MILLBROOK,NY125450129 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

CATHOLIC CHARITIES OF LAKE COUNTRY

101 N CEDAR LAKE RD
LAKE FOREST,IL60073 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

CHARLOTTE CENTRAL SCHOOL

408 HINESBURG RD
CHARLOTTE,VT05445 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

CHICAGO ARCHITECTURE CENTER

224 S MICHIGAN AVENUE
CHICAGO,IL60601 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

CHICAGO BOTANIC GARDEN

1000 LAKE COOK RD
CHICAGO,IL60022 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

CHICAGO HISTORY MUSEUM

1601 N CLARK ST
CHICAGO,IL60614 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

CHICAGO YOUTH SYMPHONY ORCHESTRA

410 S MICHIGAN AVE 833
CHICAGO,IL60605 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

CHICAGO SYMPHONY ORCHESTRA SOCIETY

220 S MICHIGAN AVENUE
CHICAGO,IL60604 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

COLLEGE OF LAKE COUNTY FOUNDATION

19351 WEST WASHINGTON STREET
GRAYSLAKE,IL60030 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

DARTMOUTH HITCHCOCK MEDICAL CENTER

1 MEDICAL CENTER DR
LEBANON,NH03766 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

DELTA WATERFOWL

1412 BASIN AVE
BISMARK,ND58502 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 50,000

DUTCHESS DAY SCHOOL

415 NY-343
MILLBROOK,NJ12545 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 155,000

DUTCHESS LAND CONSERVATORY

4289 NY-82
MILLBROOK,NJ12545 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

EASTERN ILLINOIS UNIVERSITY FOUNDATION

860 WEST LINCOLN AVENUE
CHARLESTON,IL61920 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

ELAWA FARM FOUNDATION

1401 MIDDLEFORK DRIVE
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

ELLEN THEATRE

17 W MAIN ST
BOZEMAN,MT59715 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

EQUESTRIAN CONNECTION

600 BRADLEY ROAD
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

EVERGREEN CLIMATE INNOVATIONS

1600 EL CAMINO REAL SUITE 155
MENLO PARK,CA94025 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

FIELD MUSEUM OF NATURAL HISTORY

1400 S LAKE SHORE DR
CHICAGO,IL60605 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

FOREST PARK BEACH PATHWAY PROJECT

400 HASTINGS
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

FOX VALLEY FOOD FOR HEALTH

2430 W INDIAN TRAIL SUITE 201
AURORA,IL60506 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

FOXCROFT SCHOOL

22407 FOXHOUND LN
MIDDLEBURG,VA20117 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

FREEDOM RIDE ANIMAL RESCUE

300 W HARLEM AVE SUITE B
MONMOUTH,IL61462 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 1,000

FRIENDS OF THAI DAUGHTERS

PO BOX 370
TREVETT,ME04571 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

GALLATIN VALLEY LAND TRUST

212 S WALLAVE AVE 102
BOZEMAN,MT59715 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

GASPARILLA ISLAND CONSERVATION & IMPROVEMENT

131 1ST ST W 8
BOCA GRANDE,FL33921 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

GENEVA ACADEMIC FOUNDATION

PO BOX 44
GENEVA,IL60134 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

GENEVA COMMUNITY CHEST

PO BOX 411
GENEVA,IL60134 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

GENEVA HISTORICAL MUSEUM

113 S 3RD ST
GENEVA,IL60134 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

GENEVA PARK DISTRICT FOUNDATION

710 WESTERN AVENUE
GENEVA,IL60134 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

GIRL SCOUTS OF AMERICA

20 S CLARK ST 200
CHICAGO,IL60603 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

GOODMAN THEATRE

170 N DEARBORN ST
CHICAGO,IL60601 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

GORTON COMMUNITY CENTER

400 E ILLINOIS ROAD
RAEFORD,NC60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

GREAT LAKES ADAPTIVE SPORTS ASSOCIATION

27864 IRMA LEE CIR STE 101
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

GREEN MOUNTAIN HORSE ASSOCIATION

5491 S RD
SO WOODSTOCK,VT05071 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

HABITAT FOR HUMANITY OF LAKE COUNTY

315 N MARTIN LUTHER KING JR AVENUE
WAUKEGAN,IL60085 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

HAP FOUNDATION

2050 CLAIRE COURT
GLENVIEW,IL60025 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

HOPE SAFEHOUSE

1234 LATHROP AVE
RACINE,WI53405 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

HISTORY CENTER OF LAKE FOREST - LAKE BUFF

509 E DEERPATH RD
CHICAGO,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

JOSSELYN CENTER FOR MENTAL HEALTH

405 CENTRAL AVENUE
NORTHFIELD,IL60093 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 40,000

KELLY BRUSH FOUNDATION

3 MAIN ST 105
BURLINGTON,VT05401 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

KENNETH C GRIFFIN MUSEUM OF SCIENCE AND INDUSTRY

5700 S DUSABLE LK SHR DR
CHICAGO,IL60637 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

KENT SCHOOL

1 MACEDONIA RD
KENT,CT06757 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 12,500

KGLT FM RADIO

MSU BOX 164240
BOZEMAN,MT597174240 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

LAKE COUNTY COMMUNITY FOUNDATION

114 S GENESEE ST SUIT 505
LAKE FOREST,IL60085 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 75,000

LAKE FOREST COLLEGE

2338 555 N SHERIDAN RD
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

LAKE FOREST COUNTRY DAY SCHOOL

145 S GREEN BAY RD
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

LAKE FOREST LIBRARY

360 E DEERPATH ROAD
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

LAKE SUNAPEE HOME CARE AND HOSPICE

107 NEWPORT RD
NEW LONDON,NH03257 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

LAMB'S FARM

14245 W ROCKLAND RD
LIBERTYVILLE,IL60048 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

LAND CONSERVANCY OF LAKE COUNTY

PO BOX 293
LAKE VILLA,IL60046 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

LAND TRUST ALLIANCE

1250 H STREET NW SUITE 600
WASHINGTON,DC20005 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

LINCOLN PARK ZOOLOGICAL SOCIETY

2001 N CLARK ST
CHICAGO,IL60614 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

MARKLUND CHILDREN'S HOME

1435 SUMMIT ST
ELGIN,IL60120 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

MEALS ON WHEELS OF LAKE COUNTY

101 NORTH CEDAR LAKE ROAD
ROUND LAKE,IL60073 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

MIDWEST YOUNG ARTISTS CONSERVATORY

878 LYSTER RD
CHICAGO,IL60040 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

MILLBROOK SCHOOL

131 MILLBEROOK SCHOOL RD
MILLBROOK,NJ12545 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

MOTE MARINE LABORATORY & AQUARIUM

1600 KEN THOMPSON PKWY
SARASOTA,FL34236 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

MOTHERS TRUST FOUNDATION

400 E ILLINOIS ROAD
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

NATURE CONSERVANCY OF ILLINOIS

8 S MICHIGAN AVENUE
ARLINGTON,VA60603 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

NATURE CONSERVANCY OF MONTANA

32 SOUTH EWING
HELENA,MT59601 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

NORTHEAST COMMUNITY CENTER

51 S CENTER ST
MILLERTON,NY12546 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

NORTHERN ILLNOIS FOOD BANK

273 DEARBORN COURT
GENEVA,IL60134 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

NORTHWESTERN MEDICINE LAKE FOREST HOSPITAL

1000 N WESTMORELAND ROAD
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

NORTHWESTERN MEMORIAL HOSPITAL FOUNDATION

251 E HURON STREET
CHICAGO,IL60611 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

NSSRA FOUNDATION

3105 MACARTHUR BLVD
NORTHBROOK,IL60062 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

OAKDALE EQUINE RESCUE

PO BOX 1980
OAKDALE,CA95361 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

OHIO STATE UNIVERSITY COLLEGE OF VETERINARY

601 VERNON L THARP ST
COLUMBUS,OH43210 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

OPEN LANDS PROJECT - CHICAGO

25 E WASHINGTON STREET 1650
CHICAGO,IL60602 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

OPEN LANDS - LAKES FOREST

350 N WAUKEGAN ROAD
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

ORPHANS OF THE STORM - EVERYONE EATS

2200 RIVERWOODS ROAD
RIVERWOODS,IL60015 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 1,000

PAWS ATLANTA

5287 COVINGTON HWY
DECATUR,GA30035 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

PAWS CHICAGO

1997 N CLYBOURN AVE
CHICAGO,IL60614 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 1,000

PLANNED PARENTHOOD ASSOCIATION

18 S MICHIGAN AVENUE 6TH FLOOR
CHICAGO,IL60603 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 50,000

POLO PONY RESCUE

34747 FLORENCELL AVENUE
ACTON,CA93510 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

POLO TRAINING FOUNDATION

70 CLINTON ST
TULLY,NY13159 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

PRESERVATION FOUNDATION OF THE LAKE COUNTY FOREST PRESERVES

1899 WEST WINCHESTER ROAD
LIBERTYVILLE,IL60048 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

PURDUE UNIVERSITY

610 PURDUE MALL
WEST LAFAYETTE,IN47907 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 50,000

RAINBOWS FOR ALL CHILDREN INC

614 DEMPSTER STREET SUITE C
CHICAGO,IL60202 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

RAISON D'ETRE - DANCE COMPANY

19 HALO DR
BOZEMAN,MT59718 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

RAVINIA FESTIVAL

418 SHERIDAN ROAD
CHICAGO,IL60035 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

RENDEZVOUS ARTS

4129 N MOZART STREET UNIT 3
CHICAGO,IL60618 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

RESCUE OUTREACH

1023 MAIN ST
UNION GROVE,WI53182 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

ROLLINS COLLEGE

1000 HOLT AVENUE
WINTER PARK,FL32789 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

ROYAL PALM PLAYERS

131 1ST ST W
BOCA GRANDE,FL33921 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

RUSH COUNTY COMMUNITY ASSISTANCE INC

109 E 3RD STREET
RUSHVILLE,IN46173 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

RUSH UNIVERSITY MEDICAL CENTER

1653 W CONGRESS PKWY
CHICAGO,IL60612 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

SALVATION ARMY

5040 N PULASKI ROAD
CHICAGO,IL60630 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

SHELBURNE FARMS

1611 HARBOR ROAD
SHELBURNE,VT05482 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

SHIRLEY RYAN ABILITY LAB

355 E ERIE STREET
CHICAGO,IL60611 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 40,000

SIGMA CHI FOUNDATION

1714 N HINMAN AVE
EVANSTON,IL60201 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

SMITH COLLEGE

10 ELM STREET
NORTHHAMPTON,MA01063 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

SPECIAL GIFTS THEATRE

PO BOX 2231
CHICAGO,IL60065 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

SPECIAL OLYMPICS OF ILLINOIS

605 E WILLOW STREET
NORMAL,IL61761 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

ST TIMOTHY'S SCHOOL

8400 GREENSPRING AVENUE
STEVENSON,MD21153 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

STEPPENWOLF THEATRE CO

1650 N HALSTED STREET
CHICAGO,IL60614 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

STONEWOOD FARMS

110 BANGALL ROAD
MILLBROOK,NY12545 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

TALL PINES CONSERVATORY

N44W32882 WATERTOWN PLANK RD
NASHOTAH,WI53058 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 50,000

THE NEWBERRY LIBRARY

60 W WALTON STREET
CHICAGO,IL60610 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

THEODORE ROOSEVELT CONSERVATION

PO BOX 7
MEDORA,ND58645 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

TROT INC

PO BOX 1621
OLDSMAR,FL34677 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

THORNE MEMORIAL BUILDING

PO BOX 1087
MILLBROOK,NY12545 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

TINY HOOVES SANCTUARY

1117 N BRITTON ROAD
UNION GROVE,WI53182 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 1,500

TREVOR ZOO

282 MILLBROOK SCHOOL RD
MILLBROOK,NY12545 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

UNITED STATES EQUESTRIAN TEAM FOUNDATION

1040 POTTERSVILLE RD
GLADSTONE,NJ07934 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

UNITED WAY OF LAKE COUNTY

330 S GREENLEAF ST
CHICAGO,IL60031 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

UNITED WAY OF METROPOLITAN CHICAGO

333 S WABASH AVENUE
CHICAGO,IL60604 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

WASHINGTON AMBULANCE ASSOCIATION

PO BOX 4292
OLYMPIA,WA98501 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

WASHINGTON LIBRARY

6880 CAPITOL BLVD SE
TURNWATER,WA98501 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

WEATHERSFIELD FOUNDATION INC

257 PUGSLEY HILL RD
AMENIA,NY12501 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

WELLWOOD CLIMATE RESEARCH CENTER

149 WOODS HOLE ROAD
FALMOUTH,MA02540 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

WESTMINISTER SCHOOL

995 HOPMEADOW STREET
SIMSBURY,CT06070 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

WETLANDS INITIATIVE

53 W JACKSON BLVD 1015
CHICAGO,IL60604 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

WILDLANDS TRUST INC

675 LONG POND RD
PLYMOUTH,MA02360 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

WILLIAMS COLLEGE

880 MAIN ST
WILLIAMSTOWN,MA01267 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

WOUNDED WARRIOR PROJECT

4899 BELFORT ROAD 300
JACKSONVILLE,FL32256 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

WTTW - CHANNEL 11

5400 N ST LOUIS AVENUE
CHICAGO,IL60625 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

CAMP QUALITY OF ILLINOIS

32405 N US HWY 12
INGLESIDE,IL60041 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

COA CHAPLIN SENIOR CENTER

37 PLEASENT STREET
NEW LONDON,NH03257 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

HOUSE OF HOPE ANIMAL RESCUE

PO BOX 430
NORTH EAST,MD21901 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

MAX MCGRAW WILDLIFE FOUNDATION

PO BOX 897
DUNDEE,IL60118 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 35,000

MORTON ARBORETUM

4100 ILLINIOIS 54
LISIE,IL60532 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

SHEDD AQUARIUM

1200 S LAKE SHORE DRIVE
CHICAGO,IL60605 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

LAKE FOREST HOSPITAL

1000 N WESTMORELAND ROAD
LAKE FOREST,IL60045 		NO INDIVIDUALS PC GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000
Total .................................right arrow 3a 2,237,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 9,093  
4 Dividends and interest from securities ....     14 1,578,997  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -213,889  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,374,201 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,374,201
(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:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE BUCHANAN FAMILY FOUNDATION
EIN:
36-6160998
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING SERVICES AND TAX PREPARATION FEES 9,370 7,028   2,342

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE BUCHANAN FAMILY FOUNDATION
EIN:
36-6160998
Name of Bond End of Year Book Value End of Year Fair Market Value
BLACKROCK INC, 3.5%, 3/18/24; 500,000 501,714 502,952
SCHWAB CHARLES CORP 3.85% 5/21/2025; 250,000 253,905 245,202

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BUCHANAN FAMILY FOUNDATION
EIN:
36-6160998
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES - 11,500 SHARES 427,766 1,265,805
ABBVIE, INC - 3,500 SHARES 87,053 542,395
ACCENTURE PLC - 1,875 SHARES 288,360 657,956
AIR PRODUCTS AND CHEMICALS INC - 820 SHARES 223,532 224,516
ALLSTATE CORP COM - 1,900 SHARES 217,349 265,962
AMERICAN EXPRESS COMPANY - 7,000 SHARES 511,250 1,311,380
AMGEN, INC - 4,670 SHARES 936,171 1,345,053
APPLE, INC - 10,500 SHARES 244,852 2,021,565
ARCHER DANIELS MIDLAND CO - 7,000 SHARES 258,680 505,540
AT & T, INC - 10,000 SHARES 263,513 167,800
AUTOMATIC DATA PROCESSING INC - 1,000 SHARES 140,681 232,970
BLACKROCK INC - 1,345 SHARES 392,116 1,091,871
BRISTOL MYERS SQUIBB COMPANY - 7,000 SHARES 180,127 359,170
CHEVRON CORP, 3,000 SHARES 295,530 447,480
CHEWY INC - 4,500 SHARES 240,184 106,335
CISCO SYS INC; 21,600 SHARES 811,850 1,091,232
COMCAST CORP (NEW) CL A -15,000 SHARES 535,734 657,750
CONOCOPHILLIPS - 3,000 SHARES 167,852 348,210
CVS CAREMARK CORPORATION - 6,000 SHARES 467,175 473,760
DOW INC - 5,325 SHARES 299,420 292,023
DRIVEN BRANDS HLDGS INC COM - 2,575 SHARES 73,969 36,720
EMERSON ELECTRIC CO. - 5,000 SHARES 244,877 486,650
ENBRIDGE ENERGY CORP; 6,888 SHARES 172,836 248,106
EVERSOURCE ENERGY - 12,000 SHARES 811,889 740,640
EXTRA SPACE STORAGE INC- 1,000 SHARES 153,948 160,330
EXXON MOBIL CORPORATION - 3,154 SHARES 226,242 315,337
FEDEX CORP - 1,000 SHARES 158,614 252,970
GENERAC HOLDINGS INC - 840 SHARES 182,392 108,562
GENERAL DYNAMICS CORP COM - 1,000 SHARES 210,299 259,670
GENERAL MILLS INC - 5,000 SHARES 212,724 325,700
JOHNSON & JOHNSON - 5,000 SHARES 303,023 783,700
JPMORGAN CHASE & CO - 4,450 SHARES 308,548 756,945
KIMBERLY CLARK - 2,000 SHARES 185,408 243,020
KORNIT DIGITAL LTD - 5,000 SHARES 301,645 95,800
LOCKHEED MARTIN CORP - 1,250 SHARES 269,022 566,550
MERCK & CO, INC 4,350 SHARES 213,976 474,237
MICROSOFT CORP - 7,875 SHARES 416,470 2,961,315
MONTROSE ENVIRONMENTAL GROUP - 4,200 SHARES 203,589 134,946
MSC INDUSTRIAL DIRECT - 2,770 SHARES 247,475 280,490
NEOGEN CORP COM - 3,115 SHARES 63,831 62,643
NEXTERA ENERGY INC COM - 3,500 SHARES 256,455 212,590
NIKE INC B; 4,000 SHARES 219,589 434,280
NORTHERN TRUST CORP COM - 2,400 SHARES 251,461 202,512
NORTHROP GRUMMAN CORP. - 1,000 SHARES 373,731 468,140
NOVO-NORDISK A/S ADR - 10,000 SHARES 174,673 1,034,500
PEPSICO INC CMN - 2,500 SHARES 216,712 424,600
PHILIP MORRIS INT - 3,000 SHARES 253,355 282,240
PHILLIPS 66 - 4,000 SHARES 288,409 532,560
POWERSCHOOL HOLDINGS INC COM - 3,195 SHARES 76,046 75,274
PROCTOR & GAMBLE COMPANY - 4,000 SHARES 258,168 586,160
PROGRESSIVE CORP - 3,700 SHARES 229,017 589,336
PRUDENTIAL FINANCIAL INC - 3,500 SHARES 297,036 362,985
RAYTHEON CO. - 4,834 SHARES 342,046 406,733
SPROUT SOCIAL INC - 3,000 SHARES 193,261 184,320
STRYKER CORP, - 2,500 SHARES 407,472 748,650
SYSCO CORP - 8,000 SHARES 221,827 585,040
TACTILE SYS TECHNOLOGY INC. - 11,250 SHARES 272,021 160,875
THE SOUTHERN COMPANY - 5,000 SHARES 146,150 350,600
TJX COS INC NEW; 6,000 SHARES 236,659 562,860
TREEHOUSE FOODS INC - 7,500 SHARES 310,758 310,875
UNION PACIFIC - 3,000 SHARES 218,580 736,860
UNITED PARCEL SERVICE, INC - 3,000 SHARES 202,859 471,690
VERIZON COMMUNICATIONS INC - 21,000 SHARES 1,003,897 791,700
WALMART INC. COM - 1,900 SHARES 252,330 299,535
WALT DISNEY CORP; 3,500 SHARES 384,735 316,015
WASTE MANAGEMENT INC - 4,000 SHARES 147,351 716,400
WEC ENERGY GROUP - 7,500 SHARES 361,097 631,275
XOMETRY INC CLASS A - 5,000 SHARES 170,582 179,550

TY 2023 InvestmentsGovtObligationsSch
Name:
THE BUCHANAN FAMILY FOUNDATION
EIN:
36-6160998
US Government Securities - End of Year Book Value:

5,329,347
US Government Securities - End of Year Fair Market Value:

5,424,447
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 OtherExpensesSchedule
Name:
THE BUCHANAN FAMILY FOUNDATION
EIN:
36-6160998
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SECRETARIAL SERVICES 28,357 0   28,357
INSURANCE 3,798 0   3,798
INVESTMENT FEES 175 175   0
MISCELLANEOUS 25 25   0
MEETING EXPENSES 13,216 991   12,225
OFFICE EXPENSES 2,614 0   2,614


TY 2023 TaxesSchedule
Name:
THE BUCHANAN FAMILY FOUNDATION
EIN:
36-6160998
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 8,008 601   7,407
FOREIGN TAXES 2,777 2,777   0
FEDERAL TAXES 121 0   0