Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
LAKE FOREST
State or province
IL
Country  
ZIP or foreign postal code
60045
A Employer identification number

36-6160998
B Telephone number (see instructions)

8472340235
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$57,311,273
J 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 .................
3 Interest on savings and temporary cash investments 8,936 8,936  
4 Dividends and interest from securities... 1,665,902 1,665,902  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,454,046
b Gross sales price for all assets on line 6a 9,047,150
7 Capital gain net income (from Part IV, line 2)... 2,454,046
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)....... 746 746  
12 Total. Add lines 1 through 11........ 4,129,630 4,129,630  
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)....... 10,000 7,500   2,500
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 75,056 3,677   7,301
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 10,200 0   10,200
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 44,776 708   44,068
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 240,032 19,385   156,569
25 Contributions, gifts, grants paid....... 2,510,300 2,510,300
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,750,332 19,385   2,666,869
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,379,298
b Net investment income (if negative, enter -0-) 4,110,245
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 13,308,532 14,983,635 14,989,228
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 6,404,058 Click to see attachment
List of Attached Documents:
// Content
7,722,073
7,826,331
b Investments—corporate stock (attach schedule)....... 17,832,819 Click to see attachment
List of Attached Documents:
// Content
16,218,999
34,495,714
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,545,409 38,924,707 57,311,273
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 29,017,337 30,396,635
29 Total net assets or fund balances (see instructions)..... 37,545,409 38,924,707
30 Total liabilities and net assets/fund balances (see instructions). 37,545,409 38,924,707
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
37,545,409
2
Enter amount from Part I, line 27a .....................
2
1,379,298
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
38,924,707
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
38,924,707
Form 990-PF (2025)
Form 990-PF (2025)
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 2001-01-01 2025-12-31
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 9,047,150   6,593,104 2,454,046
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       2,454,046
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 2,454,046
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 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 57,132
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 57,132
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 57,132
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 42,960
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 42,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 14,172
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
IL
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofKENNETH H BUCHANAN Telephone no. (847) 234-0235

Located at222 E WISCONSIN AVENUE SUITE 308LAKE FORESTIL ZIP+460045
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
44,130,710
b
Average of monthly cash balances.......................
1b
12,688,317
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
56,819,027
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
56,819,027
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
852,285
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
55,966,742
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
2,798,337
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,798,337
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
57,132
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
57,132
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,741,205
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,741,205
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
2,741,205
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, line 26, column (d) ..........
1a
2,666,869
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
2,666,869
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2024
(c)
2024
(d)
2025
1 Distributable amount for 2025 from Part X, line 7 2,741,205
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022...... 258,595
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 258,595
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,666,869
a Applied to 2024, 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 2025 distributable amount..... 2,666,869
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 74,336 74,336
(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 5 184,259
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 ..........
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 2020 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ......
184,259
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 184,259
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

ADLER PLANETARIUM

1300 S LAKE SHORE DRIVE
CHICAGO,IL60605
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

ADVOCATE LUTHERAN GENERAL HOSPITAL

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

ALLIANCE FOR THE GREAT LAKES

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

AMERICAN RED CROSS

2200 W HARRISON STREET
CHICAGO,IL60612
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

ANGELS OF LIGHT

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

ART INSTITUTE OF CHICAGO

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

ATLANTA BOTANICAL GARDEN

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

AVON OLD FARMS SCHOOL

500 OLD FARMS ROAD
AVON,CT06001
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 100,000

BEEF 4 HUNGER

PO BOX 464
LAKE FOREST,IL60045
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

BERKSHIRE SCHOOL

245 N UNDERMOUNTAIN R
SHEFFIELD,MA01257
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

BILLION OYSTER PROJECT

10 SOUTH STREET SLIP 7
NEW YORK,NY10004
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

BOCA GRANDE HEALTH CLINIC FOUNDATION

280 PARK AVENUE
BOCA GRANDE,FL33921
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

BONEFISH & TARPON TRUST

2937 SW 27TH AVE SUITE 203
MIAMI,FL33133
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

BOYS & GIRLS CLUB OF LAKE COUNTY

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

BOZEMAN SPORTS PARK FOUNDATION

4600 BAXTER LANE
BOZEMAN,MT59718
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 50,000

BROOKFIELD ZOO

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

BRUSHWOOD CENTER AT RYERSON WOODS

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

CAMP BIG SKY

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

CAMP QUALITY OF ILLINOIS

32405 N US HWY 12
INGLESIDE,IL60041
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

CAPTAINS FOR CLEAN WATER

PO BOX 1653
FORT MYERS,FL33902
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

CARTER COUNTY MUSEUM

306 MAIN ST N
EKALAKA,MT59324
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

CARY INSTITUTE OF ECOSYSTEM STUDIES

2801 SHARON TURNPIKE
MILLBROOK,NY125450129
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

CATHOLIC CHARITIES OF LAKE COUNTRY

101 N CEDAR LAKE RD
LAKE FOREST,IL60073
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

CHARLOTTE CENTRAL SCHOOL

408 HINESBURG RD
CHARLOTTE,VT05445
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

CHICAGO ARCHITECTURE CENTER

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

CHICAGO BOTANIC GARDEN

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

CHICAGO HISTORY MUSEUM

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

CHICAGO YOUTH SYMPHONY ORCHESTRA

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

COA CHAPIN SENIOR CENTER

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

COLLEGE OF LAKE COUNTY FOUNDATION

19351 WEST WASHINGTON STREET
GRAYSLAKE,IL60030
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 45,000

COMMUNITY CENTER OF BOCA GRANDE

131 1ST ST W
BOCA GRANDE,FL33921
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

DARTMOUTH HITCHCOCK MEDICAL CENTER

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

DELTA WATERFOWL

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

DUTCHESS DAY SCHOOL

415 NY-343
MILLBROOK,NJ12545
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

DUTCHESS LAND CONSERVATORY

4289 NY-82
MILLBROOK,NJ12545
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 35,000

EASTERN ILLINOIS UNIVERSITY FOUNDATION

860 WEST LINCOLN AVENUE
CHARLESTON,IL61920
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

ELAWA FARM FOUNDATION

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

ELLEN THEATRE

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

EQUESTRIAN CONNECTION

600 BRADLEY ROAD
LAKE FOREST,IL60045
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

EVERGREEN CLIMATE INNOVATIONS

1600 EL CAMINO REAL SUITE 155
MENLO PARK,CA94025
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

FEINSTEIN INSTITUTE

350 COMMUNITY DRIVE
MANHASSET,NY11030
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 50,000

FIELD MUSEUM OF NATURAL HISTORY

1400 S LAKE SHORE DR
CHICAGO,IL60605
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

FLORIDA EQUINE DISASTER RESPONSE

PO BOX 3204
OKEECHOBEE,FL34973
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

FOUNDING FISH NETWORK

78 FIRST AVENUE SUITE 2
ATLANTIC HIGHLANDS,NJ07716
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

FOX VALLEY FOOD FOR HEALTH

2430 W INDIAN TRAIL SUITE 201
AURORA,IL60506
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

FOXCROFT SCHOOL

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

FREEDOM RIDE ANIMAL RESCUE

300 W HARLEM AVE SUITE B
MONMOUTH,IL61462
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

FRIENDS OF THAI DAUGHTERS

PO BOX 370
TREVETT,ME04571
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

GALLATIN VALLEY LAND TRUST

212 S WALLAVE AVE 102
BOZEMAN,MT59715
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

GASPARILLA ISLAND CONSERVATION & IMPROVEMENT

131 1ST ST W 8
BOCA GRANDE,FL33921
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

GENEVA ACADEMIC FOUNDATION

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

GENEVA COMMUNITY CHEST

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

GENEVA HISTORY MUSEUM

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

GENEVA PARK DISTRICT FOUNDATION

710 WESTERN AVENUE
GENEVA,IL60134
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

GIRL SCOUTS OF AMERICA

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

GOODMAN THEATRE

170 N DEARBORN ST
CHICAGO,IL60601
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

GORTON COMMUNITY CENTER

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

GREAT LAKES ADAPTIVE SPORTS ASSOCIATION

27864 IRMA LEE CIR STE 101
LAKE FOREST,IL60045
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

GREEN MOUNTAIN HORSE ASSOCIATION

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

GROUND ZERO VETERANS OUTREACH

1011 MAIN ST
UNION GROVE,WI53182
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,000

HABITAT FOR HUMANITY OF LAKE COUNTY

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

HAP FOUNDATION

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

HISTORY CENTER OF LAKE FOREST - LAKE BUFF

509 E DEERPATH RD
CHICAGO,IL60045
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 75,000

HOLLISTER HOUSE GARDEN

300 NETTLETON HOLLOW RD
WASHINGTON,CT06793
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

HOPE SAFEHOUSE

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

HURON MOUNTAIN WILDLIFE FOUNDATION

71 LINKS ROAD
HOBE SOUND,FL33455
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 50,000

K9S FOR WARRIORS

114 CAMP K9 ROAD
PONTE VEDRA,FL32081
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

KELLY BRUSH FOUNDATION

3 MAIN ST 105
BURLINGTON,VT05401
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

KENNETH C GRIFFIN MUSEUM OF SCIENCE AND INDUSTRY

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

KENT SCHOOL

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

KGLT FM RADIO

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

KINDRED KITTIES

3200 SHERIDAN RD
KENOSHA,WI53140
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

LAKE COUNTY COMMUNITY FOUNDATION

114 S GENESEE ST SUIT 505
LAKE FOREST,IL60085
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 60,000

LAKE FOREST - LAKE BLUFF SENIOR CITIZENS FOUNDATION

100 E OLD MILL RD
LAKE FOREST,IL60045
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 33,000

LAKE FOREST COLLEGE

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

LAKE FOREST COUNTRY DAY SCHOOL

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

LAKE FOREST LIBRARY

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

LAKE SUNAPEE HOME CARE AND HOSPICE

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

LAMB'S FARM

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

LAND CONSERVANCY OF LAKE COUNTY

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

LAND TRUST ALLIANCE

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

LINCOLN PARK ZOO

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

MARKLUND

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

MAX MCGRAW WILDLIFE FOUNDATION

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

MCKINLOCK POST FOUNDATION

PO BOX 264
LAKE FOREST,IL60045
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

MEALS ON WHEELS - NORTHEASTERN ILLINOIS

1723 SIMPSON ST
EVANSTON,IL60201
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

MIDWEST YOUNG ARTISTS CONSERVATORY

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

MILLBROOK SCHOOL

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

MONTANA PBS

11 W GRANT ST STE 183
BOZEMAN,MT59715
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

MORTON ARBORETUM

4100 ILLINIOIS 54
LISIE,IL60532
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

MOTE MARINE LABORATORY & AQUARIUM

1600 KEN THOMPSON PKWY
SARASOTA,FL34236
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

MOTHERS TRUST FOUNDATION

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

NATURE CONSERVANCY OF ILLINOIS

8 S MICHIGAN AVENUE
ARLINGTON,VA60603
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

NATURE CONSERVANCY OF MONTANA

32 SOUTH EWING
HELENA,MT59601
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

NORTH CHICAGO COMMUNITY PARTNERS

855 N SKOKIE HIGHWAY
LAKE BLUFF,IL60044
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

NORTHERN ILLNOIS FOOD BANK

273 DEARBORN COURT
GENEVA,IL60134
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

NORTHERN SUBURBAN SPECIAL RECREATION

1221 COUNTY LINE RD
HIGHLAND PARK,IL60035
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

NORTHWESTERN MEDICINE LAKE FOREST HOSPITAL

1000 N WESTMORELAND ROAD
LAKE FOREST,IL60045
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

OCALA POLO - SOLDIERS FREEDOM OUTDOOR INC

4342 SE 8TH AVENUE
MELROSE,FL32666
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

OHIO STATE UNIVERSITY COLLEGE OF VETERINARY

601 VERNON L THARP ST
COLUMBUS,OH43210
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 55,000

OPEN LANDS - LAKES FOREST

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

OPEN LANDS PROJECT - CHICAGO

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

ORPHANS OF THE STORM - EVERYONE EATS

2200 RIVERWOODS ROAD
RIVERWOODS,IL60015
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

OUR HOUSE OF HOPE ANIMAL RESCUE

PO BOX 430
NORTH EAST,MD21901
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

PAWS ATLANTA

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

PLANNED PARENTHOOD ASSOCIATION

18 S MICHIGAN AVENUE 6TH FLOOR
CHICAGO,IL60603
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 30,000

POLO PONY RESCUE

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

PRESERVATION FOUNDATION OF THE LAKE COUNTY FOREST PRESERVES

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

PURDUE UNIVERSITY

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

RACINE COUNTY MEALS ON WHEELS

7730 SHERIDAN RD
KENOSHA,WI53143
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

RAINBOWS FOR ALL CHILDREN INC

614 DEMPSTER STREET SUITE C
CHICAGO,IL60202
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

RAISON D'ETRE - DANCE COMPANY

19 HALO DR
BOZEMAN,MT59718
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 35,000

RANCHERS STEWARDSHIP ALLIANCE

121 S 2ND ST E
MALTA,MT59538
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

RAVINIA FESTIVAL

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

RENDEZVOUS ARTS

4129 N MOZART STREET UNIT 3
CHICAGO,IL60618
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

RESCUE OUTREACH

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

EIO RANCH

5115 241ST STREET E
MYAKKA CITY,FL34251
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

ROLLINS COLLEGE

1000 HOLT AVENUE
WINTER PARK,FL32789
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

ROOT

560 SPRUCE ST
SUSANVILLE,CA96130
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

ROYAL PALM PLAYERS

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

RUGBY CREEK ANIMAL RESCUE

1314 RUGBY ROAD
MOUTH OF WILSON,VA24363
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

RUSH COUNTY COMMUNITY FOOD BANK

1850 N MAIN ST
RUSHVILLE,IN46173
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

SALT FOUNDATION INC

167 CLAREMONT AVENUE 1ST FLOOR
JERSEY CITY,NJ07305
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

SALVATION ARMY

5040 N PULASKI ROAD
CHICAGO,IL60630
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

SHEDD AQUARIUM

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

SHIRLEY RYAN ABILITY LAB

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

SIGMA CHI FOUNDATION

1714 N HINMAN AVE
EVANSTON,IL60201
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

SLEEP IN HEAVENLY PEACE

127 TOBACCO SHED RD
LOCK HAVEB,PA17745
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

SMITH COLLEGE

10 ELM STREET
NORTHHAMPTON,MA01063
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 100,000

SPECIAL GIFTS THEATRE

PO BOX 2231
CHICAGO,IL60065
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

SPECIAL OLYMPICS OF ILLINOIS

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

STEPPENWOLF THEATRE

1650 N HALSTED STREET
CHICAGO,IL60614
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

STRAY RESCUE OF ST LOUIS

2320 PINE ST
ST LOUIS,MO63103
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

SUGAR'S GIFT

5910 POST BLVD
BRANDENTON,FL34211
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 40,000

TALL PINES CONSERVATORY

N44W32882 WATERTOWN PLANK RD
NASHOTAH,WI53058
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 75,000

TAP CANCER OUT

9499 OLD BAILES ROAD
INDIAN LAND,SC29707
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

THE LESOTHO CONNECTION

1404 N CEDAR ST
TACOMA,WA98406
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 18,000

THE NEWBERRY LIBRARY

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

UN MUNDO DE AMIGOS PRE-SCHOOL

241 CEDAR AVE
LONG BEACH,CA90802
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 5,000

UNITED STATES EQUESTRIAN TEAM FOUNDATION

1040 POTTERSVILLE RD
GLADSTONE,NJ07934
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 25,000

UNITED WAY OF LAKE COUNTY

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

UNITED WAY OF METROPOLITAN CHICAGO

333 S WABASH AVENUE
CHICAGO,IL60604
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

UNIVERSITY OF MIAMI ROSENSTIEL SCHOOL

4600 RICKENBACKER CAUSEWAY
KEY BISCAYNE,FL33149
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 20,000

VILLAGES HONOR FLIGHT

PO BOX 490
LADY LAKE,FL32158
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

WASHINGTON LIBRARY

6880 CAPITOL BLVD SE
TURNWATER,WA98501
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 2,500

WEATHERSFIELD FOUNDATION INC

257 PUGSLEY HILL RD
AMENIA,NY12501
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 12,800

WESTMINISTER SCHOOL

995 HOPMEADOW STREET
SIMSBURY,CT06070
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 12,000

WETLANDS INITIATIVE

53 W JACKSON BLVD 1015
CHICAGO,IL60604
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

WILLIAMS COLLEGE

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

WOMEN OF WELLINGTON

3361 FAIRLANE FARMS ROAD SUITE 1 D
WELLINGTON,FL33414
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 10,000

WOODWELL CLIMATE RESEARCH CENTER

149 WOODS HOLE ROAD
FALMOUTH,MA02540
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL. 15,000

WTTW - CHANNEL 11

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

WOW POLO SERIES INC

13481 FOUNTAIN VIEW BLVD
WELLINGTON,FL33414
NO INDIVIDUALS   GENERAL, OPERATING, ENDOWMENT OR CAPITAL 15,000
Total ................................. 3a 2,510,300
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 8,936  
4 Dividends and interest from securities ....     14 1,665,902  
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 .....     14 746  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 2,454,046  
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 4,129,630 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,129,630
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 10,000 7,500   2,500

TY 2025 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 - 9,500 SHARES 337,467 1,190,255
ABBVIE, INC - 3,500 SHARES 87,053 799,715
ACCENTURE PLC - 2,875 SHARES 540,526 771,363
AGILENT TECHOLOGIES - 1,250 SHARES 165,925 170,088
AIR PRODUCTS AND CHEMICALS INC - 820 SHARES 223,532 202,556
ALPHABET INC. - 2,650 SHARES 516,748 831,570
AMERICAN EXPRESS COMPANY - 3,500 SHARES 229,433 1,294,825
AMGEN, INC - 4,670 SHARES 936,171 1,528,538
APPLE, INC - 6,400 SHARES 166,265 1,739,904
ARCHER DANIELS MIDLAND CO - 7,000 SHARES 258,680 402,430
AUTOMATIC DATA PROCESSING INC - 1,000 SHARES 140,681 257,230
BLACKROCK INC - 1,345 SHARES 392,116 1,439,607
CHEVRON CORP - 3,000 SHARES 295,530 457,230
CHEWY INC - 6,000 SHARES 297,844 198,300
CISCO SYS INC - 21,600 SHARES 811,850 1,663,848
COMCAST CORP (NEW) CL A -7,500 SHARES 246,746 224,175
CONOCOPHILLIPS - 3,000 SHARES 167,852 280,830
DOW INC - 5,325 SHARES 299,420 124,499
EMERSON ELECTRIC CO. - 5,000 SHARES 244,877 663,600
ENBRIDGE ENERGY CORP; 6,888 SHARES 172,836 329,453
EVERSOURCE ENERGY - 12,000 SHARES 811,889 807,960
EXXON MOBIL CORPORATION - 3,154 SHARES 226,242 379,552
FEDEX CORP - 1,000 SHARES 158,614 288,860
GENERAC HOLDINGS INC - 840 SHARES 182,392 114,551
JOHNSON & JOHNSON - 4,000 SHARES 245,738 827,800
JPMORGAN CHASE & CO - 4,450 SHARES 308,548 1,433,879
KORNIT DIGITAL LTD - 2,500 SHARES 56,653 35,950
LOCKHEED MARTIN CORP - 1,250 SHARES 269,022 604,588
MERCK & CO, INC 4,350 SHARES 213,976 457,881
META PLATFORMS INC CLASS A - 325 SHARES 248,952 214,529
MICROSOFT CORP - 6,000 SHARES 313,017 2,901,720
MONTROSE ENVIRONMENTAL GROUP - 4,200 SHARES 203,589 104,286
MSC INDUSTRIAL DIRECT - 2,770 SHARES 247,475 232,957
NEXTERA ENERGY INC COM - 3,500 SHARES 256,455 280,980
NIKE INC B; 4,000 SHARES 219,589 254,840
NORTHERN TRUST CORP COM - 2,400 SHARES 251,461 327,816
NORTHROP GRUMMAN CORP. - 1,000 SHARES 373,731 570,210
PEPSICO INC CMN - 2,500 SHARES 216,712 358,800
PHILLIPS 66 - 4,000 SHARES 288,409 516,160
PROCTOR & GAMBLE COMPANY - 4,000 SHARES 258,168 573,240
PRUDENTIAL FINANCIAL INC - 3,500 SHARES 297,036 395,080
RAYTHEON CO. - 4,834 SHARES 342,046 886,556
STRYKER CORP, - 2,000 SHARES 322,472 702,940
SYSCO CORP - 8,000 SHARES 221,827 589,520
THE SOUTHERN COMPANY - 5,000 SHARES 146,150 436,000
THERMO FISHER SCIENTIFIC INC - 535 SHARES 251,148 310,006
TJX COS INC NEW; 6,000 SHARES 236,659 921,660
TREEHOUSE FOODS INC - 7,500 SHARES 310,758 176,925
UNION PACIFIC - 3,000 SHARES 218,580 693,960
VERIZON COMMUNICATIONS INC - 21,000 SHARES 1,003,897 855,330
WALMART INC. COM - 5,700 SHARES 252,330 635,037
WASTE MANAGEMENT INC - 4,000 SHARES 147,351 878,840
WEC ENERGY GROUP - 7,500 SHARES 361,097 790,950
XOMETRY INC CLASS A - 6,160 SHARES 225,464 366,335

TY 2025 InvestmentsGovtObligationsSch
Name:
THE BUCHANAN FAMILY FOUNDATION
EIN:
36-6160998
US Government Securities - End of Year Book Value:

7,722,073
US Government Securities - End of Year Fair Market Value:

7,826,331
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 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 39,404 483   38,921
INSURANCE 3,741 0   3,741
INVESTMENT FEES 200 200   0
MISCELLANEOUS 25 25   0
OFFICE EXPENSES 1,406 0   1,406


TY 2025 OtherIncomeSchedule2
Name:
THE BUCHANAN FAMILY FOUNDATION
EIN:
36-6160998
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
WILLIAM BLAIR 746 746 746


TY 2025 TaxesSchedule
Name:
THE BUCHANAN FAMILY FOUNDATION
EIN:
36-6160998
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 7,893 592   7,301
FOREIGN TAXES 3,085 3,085   0
FEDERAL TAXES 64,078 0   0