TRUSTMARK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTMARK FOUNDATION (EIN 36-3330631)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-08
- IRS object ID
- 202510999349100206
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-08T15:29:18-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363330631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTMARK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Daniel Mandarino | InCareOfNm |
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 8476151500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N FIELD DR | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600454809 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel Mandarino | PersonNm |
| Person Title | Chairperson | PersonTitleTxt |
| Signature | 2025-04-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,466,560 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,808,896 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $518,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $0 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,831 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $13,200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,363,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,831 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,202 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,526 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,517,143 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,517,143 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,529,871 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,517,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $833,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,831 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $219,363 | CashBOYAmt |
| Cash EOY | $351,939 | CashEOYAmt |
| Cash EOYFMV | $351,939 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,431,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,431,995 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $18,672 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $18,672 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $12,148,824 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,132,475 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,132,475 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,531,479 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,531,479 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,368,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,466,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,466,560 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,368,187 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,466,560 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,368,187 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,466,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,368,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,466,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,368,187 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $833,655 | ExcessRevenueOverExpensesAmt |
| Other Increases | $264,718 | OtherIncreasesAmt |
| Subtotal | $13,466,560 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,466,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Public Traded Securities | PropertyDesc |
| Gross Sales Price | $22,831 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,831 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,831 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,831 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $317 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $317 | SubtotalAmt |
| Tax Based On Investment Income | $317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Tax Due | $317 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N A | WebsiteAddressTxt |
| Individual With Books | Daniel Mandarino | IndividualWithBooksNm |
| Phone | 8472834131 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N FIELD DRIVE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| John Wiklund | ||||||||
| 400 FIELD DRIVE | LAKE FOREST | IL | 60045 | Trustee Nominee | 0.00 | $0 | $0 | $0 |
| Tayva Bancroft | ||||||||
| 400 FIELD DRIVE | LAKE FOREST | IL | 60045 | Trustee Nominee | 0.00 | $0 | $0 | $0 |
| Katie Licup | ||||||||
| 400 Field Drive | LAKE FOREST | IL | 60045 | Trustee Nominee | 0.00 | $0 | $0 | $0 |
| Daniel Mandarino | ||||||||
| 400 FIELD DRIVE | LAKE FOREST | IL | 60045 | Chairperson | 40.00 | $0 | $0 | $0 |
| Nina Durkin | ||||||||
| 400 Field Drive | Lake Forest | IL | 60045 | Trustee Nominee | 0.00 | $0 | $0 | $0 |
| David Weick | ||||||||
| 400 Field Drive | Lake Forest | IL | 60045 | Trustee Nominee | 0.00 | $0 | $0 | $0 |
| Jennifer Daniels | ||||||||
| 400 Field Drive | Lake Forest | IL | 60045 | Trustee Nominee | 0.00 | $0 | $0 | $0 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,669,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $285,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,954,922 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,954,922 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $209,324 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,745,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $687,280 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $687,280 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $317 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $317 | TotalTaxAmt |
| Distributable Before Adj | $686,963 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $686,963 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $686,963 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,517,143 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,517,143 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $686,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $1,023,835 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,247,159 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,171,242 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,111,483 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $664,109 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,217,828 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,517,143 | QualifyingDistributionsAmt |
| Applied To Current Year | $686,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $830,180 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,048,008 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,048,008 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,247,159 | ExcessFromYear4Amt |
| Excess From Year3 | $1,171,242 | ExcessFromYear3Amt |
| Excess From Year2 | $1,111,483 | ExcessFromYear2Amt |
| Excess From Year1 | $664,109 | ExcessFromYear1Amt |
| Excess From Current Year | $830,180 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (241 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CARPLS | ||||||||
| 17 N State St Suite 1850 | Chicago | IL | 60602 | No Relationship | N A | Contribution provided | $5,000 | |
| The Jared Box Project | ||||||||
| 129 Fenwick Dr | Port Matilda | PA | 16870 | No Relationship | N A | Contribution provided | $1,000 | |
| Capoeira and Brazilian Cultural Arts Ctr | ||||||||
| 1016 N Broad St Unit C | New Orleans | LA | 70119 | No Relationship | N A | Contribution provided | $2,000 | |
| Neighborhood Strings | ||||||||
| 323 Main St | Worcester | MA | 01608 | No Relationship | N A | Contribution provided | $2,000 | |
| Rocket Academy Governance Council Inc | ||||||||
| 321 N 2nd Street | Cedar Grove | WI | 53013 | No Relationship | N A | Contribution provided | $2,000 | |
| Future Cycle Breakers | ||||||||
| PO Box 291 | Valparaiso | IN | 46385 | No Relationship | N A | Contribution provided | $2,000 | |
| Gyrls In The HOOD Foundation | ||||||||
| 605 E 71st | Chicago | IL | 60619 | No Relationship | N A | Contribution provided | $7,500 | |
| Whitehouse Alano Club | ||||||||
| 1400 Pennsylvania Ave | Des Moines | IA | 50316 | No Relationship | N A | Contribution provided | $2,000 | |
| Rhinos Foundation | ||||||||
| PO Box 689 | River Falls | WI | 54022 | No Relationship | N A | Contribution provided | $7,500 | |
| ESP Cancer Outreach Inc | ||||||||
| 1203 Lake Ridge Lane | Atlanta | GA | 30338 | No Relationship | N A | Contribution provided | $5,000 | |
| One Health Ohio | ||||||||
| 726 Wick Ave | Youngstown | OH | 44505 | No Relationship | N A | Contribution provided | $5,000 | |
| The MFDM Foundation | ||||||||
| 346 Broadway St | Loveland | OH | 45140 | No Relationship | N A | Contribution provided | $2,000 | |
| National Multiple Sclerosis Society | ||||||||
| 525 W Monroe St 1510 | Chicago | IL | 60661 | No Relationship | N A | Contribution provided | $2,000 | |
| DBA Foundation | ||||||||
| PO Box 1092 | West Seneca | NY | 14224 | No Relationship | N A | Contribution provided | $2,000 | |
| The Marcus Foundation | ||||||||
| 7 Cutler St | Hopedale | MA | 01747 | No Relationship | N A | Contribution provided | $2,000 | |
| Hoffman Homes for Youth | ||||||||
| 815 Orphanage Rd | Littlestown | PA | 17340 | No Relationship | N A | Contribution provided | $10,000 | |
| Eastern Pennsylvania Down Syndrome Ctr | ||||||||
| 6900 Hamilton Blvd | Trexlertown | PA | 18087 | No Relationship | N A | Contribution provided | $5,000 | |
| YMCA of Tuscaloosa County | ||||||||
| 2300 13th St | Tuscaloosa | AL | 35401 | No Relationship | N A | Contribution provided | $2,000 | |
| Veterans Community Project | ||||||||
| 8900 Troost Ave | Kansas City | MO | 64131 | No Relationship | N A | Contribution provided | $2,500 | |
| Ronald Mcdonalds house | ||||||||
| Tripp Ave at Airmail Rd | Hines | IL | 60141 | No Relationship | N A | Contribution provided | $7,500 | |
| Angels on the Moon | ||||||||
| 8900 257th Ct | Salem | WI | 53168 | No Relationship | N A | Contribution provided | $7,500 | |
| Autism Rocks Inc | ||||||||
| 30 Susan Circle Apt 7 | Milford | OH | 45150 | No Relationship | N A | Contribution provided | $5,000 | |
| A Safe Haven | ||||||||
| 2750 West Roosevelt Rd | Chicago | IL | 60608 | No Relationship | N A | Contribution provided | $7,500 | |
| FARM127 | ||||||||
| 1016 Sandbox Circle | Indian Trail | NC | 28079 | No Relationship | N A | Contribution provided | $7,500 | |
| Fire Fighters for Healing | ||||||||
| PO Box 374 | Champlin | MN | 55316 | No Relationship | N A | Contribution provided | $5,000 | |
| Agape House | ||||||||
| 43 School St | Bristol | CT | 06010 | No Relationship | N A | Contribution provided | $5,000 | |
| St Vincent de Paul | ||||||||
| 5256 Fairview Ave | Boise | ID | 83706 | No Relationship | N A | Contribution provided | $5,000 | |
| Meals on Wheels People | ||||||||
| 7710 SW 31st Ave | Portland | OR | 97219 | No Relationship | N A | Contribution provided | $5,000 | |
| The Idaho Foodbank | ||||||||
| 3630 E Commercial Ct | Meridian | ID | 83642 | No Relationship | N A | Contribution provided | $5,000 | |
| Gleaners Foodbank Livingston County | ||||||||
| 2131 Beaufait | Detroit | MI | 48207 | No Relationship | N A | Contribution provided | $10,000 | |
| Cool Ministries | ||||||||
| 800 W Glen Flora Ave | Waukegan | IL | 60085 | No Relationship | N A | Contribution provided | $10,000 | |
| Keeping Familes Covered | ||||||||
| 3250 N Oak Grove Ave | Waukegan | IL | 60087 | No Relationship | N A | Contribution provided | $5,000 | |
| Caring For Kids Clothing | ||||||||
| 1800 Wedgewood Dr 106 | Gurnee | IL | 60031 | No Relationship | N A | Contribution provided | $7,500 | |
| Kenosha Human Development Services | ||||||||
| 3536 52nd St | Kenosha | WI | 53144 | No Relationship | N A | Contribution provided | $10,000 | |
| Madis House | ||||||||
| 2360 Kipling Ave | Cincinnati | OH | 45239 | No Relationship | N A | Contribution provided | $5,000 | |
| Crystal Lake Parks Initiative Foundation | ||||||||
| 1 E Crystal Lake Ave | Crystal Lake | IL | 60014 | No Relationship | N A | Contribution provided | $2,500 | |
| HopeKids | ||||||||
| PO Box 1628 | Keller | TX | 76244 | No Relationship | N A | Contribution provided | $2,500 | |
| Crystal Lake Teen Center The Break | ||||||||
| 6292 Northwest Hwy | Crystal Lake | IL | 60014 | No Relationship | N A | Contribution provided | $5,000 | |
| Maine Niles Ass of Special Recreation | ||||||||
| 6820 W Dempster St | Morton Grove | IL | 60053 | No Relationship | N A | Contribution provided | $5,000 | |
| Equi Librium | ||||||||
| 524 Fehr Rd | Nazareth | PA | 18064 | No Relationship | N A | Contribution provided | $5,000 | |
| Partners with Paws Service Dogs Corp | ||||||||
| 5703 Oakdale Ct | Grafton | WI | 53024 | No Relationship | N A | Contribution provided | $5,000 | |
| Merrick Inc | ||||||||
| 3210 Labore Rd | Vadnais Heights | MN | 55110 | No Relationship | N A | Contribution provided | $5,000 | |
| Chileda | ||||||||
| 1825 Victory St | La Crosse | WI | 54601 | No Relationship | N A | Contribution provided | $5,000 | |
| Extra Special People esp | ||||||||
| PO Box 615 | Watkinsville | GA | 30677 | No Relationship | N A | Contribution provided | $5,000 | |
| Chinese Community Center | ||||||||
| 9800 Town Park Dr | Houston | TX | 77036 | No Relationship | N A | Contribution provided | $2,500 | |
| ACTS Housing | ||||||||
| 2414 W Vliet St | Milwaukee | WI | 53205 | No Relationship | N A | Contribution provided | $500 | |
| Firefighters for Healing | ||||||||
| PO Box 374 | Champlin | MN | 55316 | No Relationship | N A | Contribution provided | $1,250 | |
| NAMI McHenry County | ||||||||
| 620 Dakota Street | Crystal Lake | IL | 60012 | No Relationship | N A | Contribution provided | $1,250 | |
| Natl Center for Missing and Exploited Children | ||||||||
| 333 John Carlyle Street Ste 125 | Alexandria | VA | 22314 | No Relationship | N A | Contribution provided | $500 | |
| National Marrow Donor Program | ||||||||
| 500 N Fifth Street | Minneapolis | MN | 55401 | No Relationship | N A | Contribution provided | $500 | |
| Susan G Komen Foundation | ||||||||
| 13770 Noel Road Ste 801889 | Dallas | TX | 75380 | No Relationship | N A | Contribution provided | $500 | |
| Thurgood Marshall College Fund | ||||||||
| 901 F Street NW Ste 700 | Washington | DC | 20004 | No Relationship | N A | Contribution provided | $1,250 | |
| Youngstown Blue Coats | ||||||||
| PO Box 224 | Hubbard | OH | 44425 | No Relationship | N A | Contribution provided | $500 | |
| A Safe Place | ||||||||
| 2710 17TH ST | Zion | IL | 60099 | No Relationship | N A | Contribution provided | $40,000 | |
| Ascension Alexian Housing and Health Alliance | ||||||||
| 825 W Wellington Ave | Chicago | IL | 60657 | No Relationship | N A | Contribution provided | $15,000 | |
| Beacon Place | ||||||||
| 603 S McAlister Ave | Waukegan | IL | 60085 | No Relationship | N A | Contribution provided | $30,000 | |
| CASA Lake County | ||||||||
| 700 Forest Edge Drive | Vernon Hills | IL | 60061 | No Relationship | N A | Contribution provided | $35,000 | |
| College of Lake County Foundation | ||||||||
| 19351 W Washington Street | Grayslake | IL | 60030 | No Relationship | N A | Contribution provided | $10,000 | |
| Community Health | ||||||||
| 2611 W Chicago Avenue | Chicago | IL | 60632 | No Relationship | N A | Contribution provided | $20,000 | |
| Equestrian Connection | ||||||||
| 872 S Milwaukee Ave 273 | Libertyville | IL | 60048 | No Relationship | N A | Contribution provided | $10,000 | |
| Josselyn formerly Family Services of Lake County | ||||||||
| 405 Central Avenue | Northfield | IL | 60093 | No Relationship | N A | Contribution provided | $25,000 | |
| Journeys the Road Home | ||||||||
| 1140 E Northwest Hwy | Palatine | IL | 60074 | No Relationship | N A | Contribution provided | $10,000 | |
| Lake County Center for Independent Living | ||||||||
| 377 N Seymour Avenue | Mundelein | IL | 60060 | No Relationship | N A | Contribution provided | $10,000 | |
| Lake County Haven | ||||||||
| PO Box 127 | Libertyille | IL | 60048 | No Relationship | N A | Contribution provided | $35,000 | |
| Lambs Farm | ||||||||
| 14245 W Rockland Road | Libertyille | IL | 60048 | No Relationship | N A | Contribution provided | $25,000 | |
| Mothers Trust Foundation | ||||||||
| 400 E Illinois Road | Lake Forest | IL | 60045 | No Relationship | N A | Contribution provided | $35,000 | |
| Nicasa | ||||||||
| 31979 N Fish Lake Road | Round Lake | IL | 60073 | No Relationship | N A | Contribution provided | $20,000 | |
| Omni Youth Services | ||||||||
| 1111 W Lake Cook Road | Buffalo Grove | IL | 60089 | No Relationship | N A | Contribution provided | $25,000 | |
| Rebuilding Together | ||||||||
| PO Box 626 | Glenview | IL | 60025 | No Relationship | N A | Contribution provided | $10,000 | |
| SEDOL Foundation | ||||||||
| 18160 Gages Lake Road | Gages Lake | IL | 60030 | No Relationship | N A | Contribution provided | $15,000 | |
| The Boulevard formerly Interfaith House | ||||||||
| 3456 West Franklin Blvd | Chicago | IL | 60624 | No Relationship | N A | Contribution provided | $15,000 | |
| Willow House | ||||||||
| 2231 Lakeside Drive | Bannockburn | IL | 60015 | No Relationship | N A | Contribution provided | $30,000 | |
| WINGS Program | ||||||||
| P O Box 95615 | Palatine | IL | 60095 | No Relationship | N A | Contribution provided | $10,000 | |
| Youth Outlook | ||||||||
| 1828 Old Naperville Road | Naperville | IL | 60563 | No Relationship | N A | Contribution provided | $10,000 | |
| Zacharias Sexual Abuse Center Formerly Lacasa | ||||||||
| 4275 Old Grand Avenue | Gurnee | IL | 60031 | No Relationship | N A | Contribution provided | $20,000 | |
| American Diabetes Association | ||||||||
| PO Box 7023 | Merrifield | VA | 22116 | No Relationship | N A | Contribution provided | $180 | |
| American Heart Association | ||||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | No Relationship | N A | Contribution provided | $283 | |
| Animal Charities | ||||||||
| 4140 Market St | Youngstown | OH | 44512 | No Relationship | N A | Contribution provided | $499 | |
| Ann and Robert H Lurie Childrens Hosp | ||||||||
| 225 E Chicago Ave | Chicago | IL | 60611 | No Relationship | N A | Contribution provided | $192 | |
| Arlington Heights Community Concert Band Inc | ||||||||
| 307 N Evergreen Ave | Arlington Height | IL | 60004 | No Relationship | N A | Contribution provided | $49 | |
| Assoc of Independent Baptist Churches of IL | ||||||||
| 31457 N Allegany Rd | Grayslake | IL | 60030 | No Relationship | N A | Contribution provided | $273 | |
| Bobs House for Dogs | ||||||||
| PO Box 15 | Eau Claire | WI | 54702 | No Relationship | N A | Contribution provided | $163 | |
| Boys and Girls Club Fox Valley Inc | ||||||||
| 160 S Badger Ave | Appleton | WI | 54914 | No Relationship | N A | Contribution provided | $2,295 | |
| Boys and Girls Club of Kenosha | ||||||||
| 1330 52nd St | Kenosha | WI | 53140 | No Relationship | N A | Contribution provided | $231 | |
| Boys and Girls Club of America | ||||||||
| 1275 Peachtree St NE | Atlanta | GA | 30309 | No Relationship | N A | Contribution provided | $205 | |
| Brotherhood Against Drugs | ||||||||
| 530 S Pine St | Lansing | MI | 48933 | No Relationship | N A | Contribution provided | $235 | |
| Carthage College | ||||||||
| 2001 Alford Park Dr | Kenosha | WI | 53140 | No Relationship | N A | Contribution provided | $1,735 | |
| Chasing Chad | ||||||||
| W243N2724 Creekside Dr | Pewaukee | WI | 53072 | No Relationship | N A | Contribution provided | $1,772 | |
| Council for Native Hawaiian Advancement | ||||||||
| 91 1270 Kinoiki St Ste 1 | Kapolei | HI | 96707 | No Relationship | N A | Contribution provided | $72 | |
| Cristo Rey St Martin School | ||||||||
| 3106 Belvidere Rd | Waukegan | IL | 60085 | No Relationship | N A | Contribution provided | $2,060 | |
| Dogs on the Go Assistance Dogs | ||||||||
| 720 S Eastwood Drive 175 | Woodstock | IL | 60098 | No Relationship | N A | Contribution provided | $375 | |
| Fox Valley Helping Paws | ||||||||
| 2500 Harding Ln | Woodstock | IL | 60098 | No Relationship | N A | Contribution provided | $196 | |
| Fremont Public Library Foundation | ||||||||
| 1170 N Midlothian Rd | Mundelein | IL | 60060 | No Relationship | N A | Contribution provided | $1,841 | |
| Greater Twin Cities United Way | ||||||||
| 404 S 8th St | Minneapolis | MN | 55404 | No Relationship | N A | Contribution provided | $557 | |
| Healing Soils Foundation | ||||||||
| 708 Church St Ste 212 | Evanston | IL | 60204 | No Relationship | N A | Contribution provided | $1,906 | |
| Housing Forward | ||||||||
| 1851 S 9th Ave | Maywood | IL | 60153 | No Relationship | N A | Contribution provided | $681 | |
| Kenosha County Humane Society | ||||||||
| 7811 60th Ave | Kenosha | WI | 53142 | No Relationship | N A | Contribution provided | $853 | |
| Kenosha Literacy Council | ||||||||
| 2419 63rd Street | Kenosha | WI | 53143 | No Relationship | N A | Contribution provided | $1,516 | |
| Kindred Kitties Ltd | ||||||||
| 614 59th St | Kenosha | WI | 53140 | No Relationship | N A | Contribution provided | $625 | |
| Laneys Legacy of Hope | ||||||||
| PO Box 5861 | Reading | PA | 19610 | No Relationship | N A | Contribution provided | $133 | |
| Livingston County United Way | ||||||||
| 2980 Dorr Rd | Brighton | MI | 48116 | No Relationship | N A | Contribution provided | $260 | |
| Love Inc of Lake County | ||||||||
| PO Box 7796 | Gurnee | IL | 60031 | No Relationship | N A | Contribution provided | $553 | |
| Loyola Academy | ||||||||
| 1100 Laramie Ave | Wilmette | IL | 60091 | No Relationship | N A | Contribution provided | $3,353 | |
| Make A Wish America | ||||||||
| 17052 E Highland Ave Ste 400 | Phoenix | AZ | 85016 | No Relationship | N A | Contribution provided | $88 | |
| Marys Safe Haven | ||||||||
| 2109 Cincinnati Rd | Georgetown | KY | 40324 | No Relationship | N A | Contribution provided | $650 | |
| Mels Charities | ||||||||
| W61N297 Washington Ave Ste 2 | Cedarburg | WI | 53012 | No Relationship | N A | Contribution provided | $540 | |
| Mercy Home | ||||||||
| 1140 W Jackson Blvd | Chicago | IL | 60607 | No Relationship | N A | Contribution provided | $1,870 | |
| Midwest Access Coalition | ||||||||
| PO Box 408363 | Chicago | IL | 60640 | No Relationship | N A | Contribution provided | $1,906 | |
| Mountain Shelter Humane Society | ||||||||
| 129 Bowling Gap Cir | Blairsville | GA | 30512 | No Relationship | N A | Contribution provided | $241 | |
| Mundelein Mustangs Dugout Club | ||||||||
| 319 W Arden Ln | Round Lake | IL | 60073 | No Relationship | N A | Contribution provided | $256 | |
| My Community Kitchen | ||||||||
| 551 Mahoning Ave | Yourngstown | OH | 44502 | No Relationship | N A | Contribution provided | $49 | |
| National MS Society Wisconsin Chapter | ||||||||
| PO Box 88540 | Carol Stream | IL | 60188 | No Relationship | N A | Contribution provided | $366 | |
| North Suburban Legal Aid Clinic | ||||||||
| 3500 Western Ave Ste 2A | Highland Park | IL | 60035 | No Relationship | N A | Contribution provided | $388 | |
| Oasis for Orphans | ||||||||
| PO Box 1144 | Wheaton | IL | 60187 | No Relationship | N A | Contribution provided | $4,726 | |
| Operation Sweet Life Inc | ||||||||
| 1600 Todd Farm Unit A | Elgin | IL | 60123 | No Relationship | N A | Contribution provided | $72 | |
| Pads to Hope DBA Journeys The Road Home | ||||||||
| 1140 East NW Hwy | Palatine | IL | 60074 | No Relationship | N A | Contribution provided | $650 | |
| Planned Parenthood of Illinois | ||||||||
| 17 N State St Ste 500 | Chicago | IL | 60602 | No Relationship | N A | Contribution provided | $375 | |
| Prescott Animal Park Association | ||||||||
| 1403 Heritage Park Rd | Prescott | AZ | 86301 | No Relationship | N A | Contribution provided | $89 | |
| Project Angel Hugs | ||||||||
| 307 East Mill St Ste 1 | Plymouth | WI | 53073 | No Relationship | N A | Contribution provided | $54 | |
| Red Bank Charter School Foundation | ||||||||
| 68 White St Ste 7 165 | Red Bank | NJ | 07701 | No Relationship | N A | Contribution provided | $200 | |
| Rescue Mission of Mahoning County | ||||||||
| 1300 Martin Luther King Jr Blvd | Youngstown | OH | 44510 | No Relationship | N A | Contribution provided | $49 | |
| Rising Kites | ||||||||
| PO Box 928 | Bridgman | MI | 49106 | No Relationship | N A | Contribution provided | $68 | |
| Roof Above | ||||||||
| PO Box 31335 | Charlotte | NC | 28206 | No Relationship | N A | Contribution provided | $30 | |
| Rustic Hope | ||||||||
| 3666 Simon Rd | Russia | OH | 45363 | No Relationship | N A | Contribution provided | $650 | |
| Salvation Army Worcester | ||||||||
| 640 Main St | Worcester | MA | 01608 | No Relationship | N A | Contribution provided | $299 | |
| Save A Pet Inc | ||||||||
| 31664 N Fairfield Rd | Grayslake | IL | 60030 | No Relationship | N A | Contribution provided | $31 | |
| Second Harvest Food Bank | ||||||||
| 2805 Salt Springs Rd | Youngstown | OH | 44509 | No Relationship | N A | Contribution provided | $499 | |
| Second Harvest Food Bank of Metrolina | ||||||||
| 500 B Spratt St | Charlotte | NC | 28206 | No Relationship | N A | Contribution provided | $96 | |
| Shalom Center | ||||||||
| 4314 39th Ave | Kenosha | WI | 53144 | No Relationship | N A | Contribution provided | $98 | |
| St Jude Childrens Research Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | No Relationship | N A | Contribution provided | $1,099 | |
| The Actuarial Foundation | ||||||||
| 1515 E Woodfield Rd Ste 625 | Schaumburg | IL | 60173 | No Relationship | N A | Contribution provided | $989 | |
| The Childrens Heart Foundation | ||||||||
| 5 Revere Dr One Northbrook Pl | Northbrook | IL | 60062 | No Relationship | N A | Contribution provided | $2,600 | Ste 200 |
| The Cradle Foundation | ||||||||
| 2049 Ridge Ave | Evanston | IL | 60201 | No Relationship | N A | Contribution provided | $525 | |
| Together We Cope | ||||||||
| 17010 Oak Park Ave | Tinley Park | IL | 60477 | No Relationship | N A | Contribution provided | $1,355 | |
| Turning Point Inc | ||||||||
| PO Box 723 | Woodstock | IL | 60098 | No Relationship | N A | Contribution provided | $78 | |
| United Way For Southeastern Michigan | ||||||||
| 3011 W Grand Blvd Ste 500 | Detroit | MI | 48202 | No Relationship | N A | Contribution provided | $137 | |
| United Way of Central Massachusetts | ||||||||
| 18 Chestnut St Ste 530 | Worcester | MA | 01608 | No Relationship | N A | Contribution provided | $65 | |
| United Way of Central New Mexico | ||||||||
| 2340 Alamo Ave SE | Albuquerque | NM | 87106 | No Relationship | N A | Contribution provided | $1,300 | |
| United Way Of Central Ohio Inc | ||||||||
| 360 S 3rd St | Columbus | OH | 43215 | No Relationship | N A | Contribution provided | $650 | |
| United Way Of Greater Kansas City | ||||||||
| 4801 Main St Ste 425 | Kansas City | MO | 64112 | No Relationship | N A | Contribution provided | $79 | |
| United Way of Greater McHenry County IL | ||||||||
| 4508 Prime Pkwy | McHenry | IL | 60050 | No Relationship | N A | Contribution provided | $196 | |
| UW of Milwaukee and Waukesha County | ||||||||
| 225 W Vine St | Milwaukee | WI | 53212 | No Relationship | N A | Contribution provided | $389 | |
| United Way of Mid Coast Maine | ||||||||
| 34 Wing Farm Pkwy Ste 201 | Bath | ME | 04530 | No Relationship | N A | Contribution provided | $71 | |
| United Way of Northwest Arkansas | ||||||||
| 100 Parkwood St | Lowell | AR | 72745 | No Relationship | N A | Contribution provided | $49 | |
| United Way of the Bluegrass | ||||||||
| 651 Perimeter Dr Ste 510 | Lexington | KY | 40517 | No Relationship | N A | Contribution provided | $65 | |
| United Way of the Lowcountry | ||||||||
| 1277 Ribaut Road | Beaufort | SC | 29902 | No Relationship | N A | Contribution provided | $750 | |
| Walkin In My Shoes | ||||||||
| 2211 50th St | Kenosha | WI | 53140 | No Relationship | N A | Contribution provided | $799 | |
| Warren Family Mission | ||||||||
| 155 Tod Ave NW | Warren | OH | 44482 | No Relationship | N A | Contribution provided | $28 | |
| Wounded Warrior Project | ||||||||
| 4899 Belford Rd | Jacksonville | FL | 32256 | No Relationship | N A | Contribution provided | $859 | |
| Youth and Family Counseling | ||||||||
| 1113 S Milwaukee Ave Ste 104 | Libertyville | IL | 60048 | No Relationship | N A | Contribution provided | $1,712 | |
| YouthLink | ||||||||
| 41 N 12th St | Minneapolis | MN | 55403 | No Relationship | N A | Contribution provided | $959 | |
| Alzheimers Association | ||||||||
| 225 N Michigan Ave Fl 17 | Chicago | IL | 60601 | No Relationship | N A | Contribution provided | $7,500 | |
| Avon Cares Food Pantry | ||||||||
| PO Box 525 | Round Lake Beach | IL | 60073 | No Relationship | N A | Contribution provided | $10,000 | |
| Avon Cares Food Pantry | ||||||||
| 433 E Washington St | Round Lake Park | IL | 60073 | No Relationship | N A | Contribution provided | $530 | |
| Bernies Book Bank | ||||||||
| 917 N Shore Drive | Lake Bluff | IL | 60044 | No Relationship | N A | Contribution provided | $25,000 | |
| Bernies Book Bank | ||||||||
| 917 N Shore Dr | Lake Bluff | IL | 60044 | No Relationship | N A | Contribution provided | $1,105 | |
| Boys and Girls Club of Lake County | ||||||||
| 730 S MLK Ave | Waukegan | IL | 60085 | No Relationship | N A | Contribution provided | $5,000 | |
| Boys and Girls Club of Lake County | ||||||||
| 730 Martin Luther King Jr Ave | Waukegan | IL | 60085 | No Relationship | N A | Contribution provided | $20,000 | |
| Feed My Starving Children | ||||||||
| 401 93rd Avenue NW | Coon Rapids | MN | 55433 | No Relationship | N A | Contribution provided | $1,000 | |
| Feed My Starving Children | ||||||||
| 401 93rd Avenue NW | Coon Rapids | MN | 55433 | No Relationship | N A | Contribution provided | $1,210 | |
| Fill a Heart 4 Kids | ||||||||
| 1 Market Square | Lake Forest | IL | 60045 | No Relationship | N A | Contribution provided | $10,000 | |
| Fill a Heart 4 Kids | ||||||||
| 1 Market Square | Lake Forest | IL | 60045 | No Relationship | N A | Contribution provided | $10,000 | |
| Keeping Families Covered | ||||||||
| 3250 B N Oak Grove Ave | Waukegan | IL | 60087 | No Relationship | N A | Contribution provided | $500 | |
| Keeping Families Covered | ||||||||
| 3250 B N Oak Grove Ave | Waukegan | IL | 60087 | No Relationship | N A | Contribution provided | $500 | |
| Keeping Families Covered | ||||||||
| 3250 N Oak Ave | Waukegan | IL | 60087 | No Relationship | N A | Contribution provided | $15,000 | |
| Leukemia and Lymphoma Society | ||||||||
| PO Box 22324 | New York | NY | 10087 | No Relationship | N A | Contribution provided | $500 | |
| Leukemia and Lymphoma Society | ||||||||
| PO Box 22324 | New York | NY | 10087 | No Relationship | N A | Contribution provided | $500 | |
| Matthias Academy | ||||||||
| 12603 224th Ave | Benet Lake | WI | 53102 | No Relationship | N A | Contribution provided | $7,500 | |
| Matthias Academy | ||||||||
| 12603 224th Ave | Benet Lake | WI | 53102 | No Relationship | N A | Contribution provided | $500 | |
| Northern Illinois Food Bank | ||||||||
| 273 Dearborn Court | Geneva | IL | 60134 | No Relationship | N A | Contribution provided | $50,000 | |
| Northern Illinois Food Bank | ||||||||
| 273 Dearborn Ct | Geneva | IL | 60134 | No Relationship | N A | Contribution provided | $3,031 | |
| Scholarship America Inc | ||||||||
| 7900 International Drive | Minneapolis | MN | 55425 | No Relationship | N A | Contribution provided | $7,280 | Suite 500 |
| Scholarship America Inc | ||||||||
| 7900 International Drive | Minneapolis | MN | 55425 | No Relationship | N A | Contribution provided | $86,250 | Suite 500 |
| United Way of Lake County | ||||||||
| 330 S Greenleaf St | Gurnee | IL | 60031 | No Relationship | N A | Contribution provided | $5,000 | |
| United Way of Lake County | ||||||||
| 330 S Greenleaf St | Gurnee | IL | 60031 | No Relationship | N A | Contribution provided | $10,000 | |
| United Way of Lake County | ||||||||
| 330 S Greenleaf St | Gurnee | IL | 60031 | No Relationship | N A | Contribution provided | $120,000 | |
| United Way of Lake County | ||||||||
| 330 South Greenleaf St | Gurnee | IL | 60031 | No Relationship | N A | Contribution provided | $14,698 | |
| VEAP | ||||||||
| 9600 Aldrich Avenue South | Bloomington | MN | 55420 | No Relationship | N A | Contribution provided | $500 | |
| VEAP | ||||||||
| 9600 Aldrich Avenue South | Bloomington | MN | 55420 | No Relationship | N A | Contribution provided | $40,000 | |
| VEAP | ||||||||
| 9600 Aldrich Ave S | Bloomington | MN | 55420 | No Relationship | N A | Contribution provided | $750 | |
| The Seeing Eye | ||||||||
| PO Box 375 | Morristown | NJ | 079630375 | No Relationship | N A | Contribution provided | $1,000 | |
| Niles Metropolitan Chorus | ||||||||
| 5108 Harvard Terrace | Skokie | IL | 600772827 | No Relationship | N A | Contribution provided | $2,000 | |
| Ranttila Scholarship Foundation | ||||||||
| 725 Boardman Canfield | Boardman | OH | 44512 | No Relationship | N A | Contribution provided | $2,000 | Ste K5 South |
| Patrick Schoonover Heart Foundation | ||||||||
| 1060 County Road E West | Shoreview | MN | 551268022 | No Relationship | N A | Contribution provided | $7,500 | |
| Ann and Robert H Lurie Childrens Hosp | ||||||||
| Dept 4586 | Carol Stream | IL | 601224586 | No Relationship | N A | Contribution provided | $10,000 | |
| Breakthrough T1D formerly JDRF | ||||||||
| PO Box 5021 | Hagerstown | MD | 217415021 | No Relationship | N A | Contribution provided | $2,000 | |
| PanCan | ||||||||
| PO Box 5041 | Boone | IA | 509500041 | No Relationship | N A | Contribution provided | $2,000 | |
| Ovarian Cancer Research Alliance | ||||||||
| PO Box 32141 | New York | NY | 100872141 | No Relationship | N A | Contribution provided | $2,000 | |
| Epilepsy Foundation | ||||||||
| 3540 Crain Highway | Bowie | MD | 20716 | No Relationship | N A | Contribution provided | $2,000 | Ste 675 |
| Crohns and Colitis Fdn England Chapter | ||||||||
| 72 River Park St | Needham | MA | 02494 | No Relationship | N A | Contribution provided | $2,000 | Ste 202 |
| Crohns and Colitis Foundation Inc | ||||||||
| 766 Shrewsbury Ave | Tinton Falls | NJ | 07724 | No Relationship | N A | Contribution provided | $2,000 | Ste 404 E Bldg |
| The Childrens Heart Foundation | ||||||||
| 5 Revere Dr One Northbrook Pl | Northbrook | IL | 60062 | No Relationship | N A | Contribution provided | $10,000 | Ste 200 |
| Skylight foundation | ||||||||
| 1033 University Pl | Evanston | IL | 60201 | No Relationship | N A | Contribution provided | $10,000 | Ste 330 |
| Northshore Hospital Foundation Part of Endeavor Health | ||||||||
| 1001 University Pl | Evanston | IL | 60201 | No Relationship | N A | Contribution provided | $5,000 | Ste 248 |
| Parkinsons Foundation | ||||||||
| 5757 Waterford District Dr | Miami | FL | 33126 | No Relationship | N A | Contribution provided | $5,000 | Ste 310 |
| The Voices and Faces Project | ||||||||
| 303 E Wacker Drive | Chicago | IL | 60601 | No Relationship | N A | Contribution provided | $2,500 | Ste 2108 |
| Lowe Syndrome Assocation | ||||||||
| 8190 Beechmont Ave | Cincinnati | OH | 45255 | No Relationship | N A | Contribution provided | $2,000 | Ste 111 |
| Back on My Feet | ||||||||
| PO Box 71536 | Philadelphia | PA | 191761536 | No Relationship | N A | Contribution provided | $2,500 | |
| Big Brothers Big Sisters Lone Star | ||||||||
| 5001 LBJ Freeway | Dallas | TX | 75244 | No Relationship | N A | Contribution provided | $5,000 | Ste 450 |
| Save the Children Federation | ||||||||
| 501 Kings Hwy East | Fairfield | CT | 06825 | No Relationship | N A | Contribution provided | $10,000 | Ste 400 |
| Sleep in Heavenly Peace IN Kosciusko | ||||||||
| PO Box 390780 | Omaha | NE | 68139 | No Relationship | N A | Contribution provided | $2,000 | |
| CanCare Inc | ||||||||
| 9575 Katy Fwy | Houston | TX | 77024 | No Relationship | N A | Contribution provided | $2,500 | Ste 428 |
| Brightpoint Childrens Home and Aid | ||||||||
| 200 W Monroe St | Chicago | IL | 60606 | No Relationship | N A | Contribution provided | $5,000 | Ste 2100 |
| Pink Ribbon Good | ||||||||
| 350 Huls Dr | Dayton | OH | 453158982 | No Relationship | N A | Contribution provided | $5,000 | |
| North Suburban Legal Aid Clinic | ||||||||
| 3500 Western Ave | Highland Park | IL | 60035 | No Relationship | N A | Contribution provided | $10,000 | Ste 2A |
| Kenosha United Way VITA Program | ||||||||
| 5500 6th Ave | Kenosha | WI | 53140 | No Relationship | N A | Contribution provided | $2,500 | Ste 210 |
| Big Brothers Big Sisters of NW Arkansas | ||||||||
| 91 W Colt Square Dr | Fayetteville | AR | 72703 | No Relationship | N A | Contribution provided | $2,500 | Ste 1 |
| Shining Abilities | ||||||||
| 300 N Milwaukee Ave | Lake Villa | IL | 60046 | No Relationship | N A | Contribution provided | $5,000 | Ste N |
| Have Dreams | ||||||||
| 515 Busse Hwy | Park Ridge | IL | 60068 | No Relationship | N A | Contribution provided | $5,000 | Ste 150 |
| Mels Charity | ||||||||
| W61N297 Washington Ave | Cedarburg | WI | 53012 | No Relationship | N A | Contribution provided | $5,000 | Ste 2 |
| Autism on the Seas Foundation | ||||||||
| 494 Bridgeport Ave | Shelton | CT | 064844762 | No Relationship | N A | Contribution provided | $5,000 | Ste 101 346 |
| American Red Cross | ||||||||
| PO Box 37839 | Boone | IA | 500370839 | No Relationship | N A | Contribution provided | $3,000 | |
| Autism on the Seas Foundation | ||||||||
| 494 Bridgeport Avenue | Shelton | CT | 064844762 | No Relationship | N A | Contribution provided | $500 | Suite 101 346 |
| American Red Cross for Hurricane Relief | ||||||||
| PO Box 37839 | Boone | IA | 500370839 | No Relationship | N A | Contribution provided | $1,250 | |
| ASPCA | ||||||||
| PO Box 96929 | Washington | DC | 200906929 | No Relationship | N A | Contribution provided | $500 | |
| Feeding America | ||||||||
| PO Box 96749 | Washington | DC | 200906749 | No Relationship | N A | Contribution provided | $500 | |
| Allendale Association | ||||||||
| PO Box 1088 Grand Avenue | Lake Villa | IL | 60046 | No Relationship | N A | Contribution provided | $15,000 | Offield Drive |
| Big Brothers Big Sisters of Metropolitan Chicago | ||||||||
| PO Box 778848 | Chicago | IL | 60677 | No Relationship | N A | Contribution provided | $10,000 | |
| Catholic Charities Lake County | ||||||||
| 721 N LaSalle | Chicago | IL | 60654 | No Relationship | N A | Contribution provided | $25,000 | |
| Erie Family Health Centers formerly HealthReach | ||||||||
| 1701 W Superior Street | Chicago | IL | 60632 | No Relationship | N A | Contribution provided | $10,000 | 3rd Floor |
| GiveNKind | ||||||||
| 1000 Asbury Drive | Buffalo Grove | IL | 60089 | No Relationship | N A | Contribution provided | $10,000 | Suite 5 |
| GLASA Great Lakes Adaptive Sports Assoc | ||||||||
| 24864 Irma Lee Circle | Lake Forest | IL | 60045 | No Relationship | N A | Contribution provided | $15,000 | Unit 101 |
| Legal Aid Chicago | ||||||||
| 120 S LaSalle Street | Chicago | IL | 60603 | No Relationship | N A | Contribution provided | $10,000 | Ste 900 |
| North Chicago Community Partners | ||||||||
| 855 N Skokie Highway | Lake Bluff | IL | 60044 | No Relationship | N A | Contribution provided | $25,000 | Suite E |
| North Suburban Legal Aid Clinic | ||||||||
| 3500 Western Avenue | Highland Park | IL | 60035 | No Relationship | N A | Contribution provided | $10,000 | Suite 2A |
| The Actuarial Foundation | ||||||||
| 1515 E Woodfield Rd | Schaumburg | IL | 60173 | No Relationship | N A | Contribution provided | $10,000 | Ste 625 |
| The HAP Foundation formerly Journey Care | ||||||||
| 1 Lincoln Center | Oakbrook Terrace | IL | 60181 | No Relationship | N A | Contribution provided | $10,000 | Suite 1120 |
| Youth and Family Counseling | ||||||||
| 1113 S Milwaukee Avenue | Libertyville | IL | 60048 | No Relationship | N A | Contribution provided | $30,000 | Suite 104 |
| ASPCA | ||||||||
| Philanthropy Dept 424 | New York | NY | 10128 | No Relationship | N A | Contribution provided | $479 | E 92nd St |
| Boy Scouts Of America | ||||||||
| 850 Forest Edge Dr | Vernon Hills | IL | 600613105 | No Relationship | N A | Contribution provided | $138 | |
| Catholic Charities of Chicago | ||||||||
| PO Box 7154 | Carol Stream | IL | 601977154 | No Relationship | N A | Contribution provided | $2,506 | |
| Chicago Cheetahs Bldg Strong Leaders | ||||||||
| 811 East Grand Ave | Bensenville | IL | 60106 | No Relationship | N A | Contribution provided | $1,355 | |
| Habitat for Humanity International Inc | ||||||||
| 322 West Lamar St | Americus | GA | 317093543 | No Relationship | N A | Contribution provided | $187 | |
| Khan Academy | ||||||||
| PO Box 1630 | Mountain View | CA | 940421630 | No Relationship | N A | Contribution provided | $264 | |
| Make A Wish Illinois | ||||||||
| 200 W Monroe St | Chicago | IL | 60606 | No Relationship | N A | Contribution provided | $240 | Ste 1801 |
| The Michael J Fox Foundation for Parkinsons Research | ||||||||
| Grand Central Station | New York | NY | 10163 | No Relationship | N A | Contribution provided | $1,851 | PO Box 4777 |
| Wabash College | ||||||||
| 301 W Wabash Ave | Crawfordsville | IN | 47933 | No Relationship | N A | Contribution provided | $713 | PO Box 352 |
| Adaptive Sports Program of Ohio | ||||||||
| 1720 Enterprise Pkwy Ste C | Wooster | OH | 44691 | No Relationship | N A | Contribution provided | $145 | |
| ALS Association | ||||||||
| 1300 Wilson Blvd Ste 600 | Arlington | VA | 22209 | No Relationship | N A | Contribution provided | $368 | |
| Alzheimers Association | ||||||||
| 225 N Michigan Ave Ste 1700 | Chicago | IL | 60601 | No Relationship | N A | Contribution provided | $944 | |
| American Cancer Society Inc | ||||||||
| PO Box 6704 | Hagerstown | MD | 21741 | No Relationship | N A | Contribution provided | $412 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,517,143 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | TotalIncomeProducingActyAmt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustmark Insurance Company | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N Field Drive | AddressLine1Txt |
| City | Lake Forest | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,517,143 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,148,824 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,132,475 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,132,475 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,132,475 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Exchange Traded Fund Securities | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $9,531,479 | BookValueAmt |
| EOYFMV | $9,531,479 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | General and Sundry Expense | Desc |
| Revenue And Expenses Per Books | $1,526 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Change in Accrued Income | Desc |
| Revenue And Expenses Per Books | $13,200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on public traded securities | Desc |
| Amt | $264,718 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Other State Taxes | CategoryTxt |
| Amt | $11,202 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments