TRUSTMARK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTMARK FOUNDATION (EIN 36-3330631)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202231299349103758
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T16:02:37-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 |
| Foreign Phone | 8476151500 | ForeignPhoneNum |
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 | Trustee | PersonTitleTxt |
| Signature | 2022-05-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,454,945 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,518,960 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $21,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,665 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | 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 | $11,598 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,552,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,665 | 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 | $0 | 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 | $0 | 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 | $0 | 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 | $1,296,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,296,012 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,296,012 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,296,012 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,256,211 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,665 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,005 | CashBOYAmt |
| Cash EOY | $134,591 | CashEOYAmt |
| Cash EOYFMV | $134,591 | CashEOYFMVAmt |
| 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 | $2,224,469 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,320,354 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,320,354 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,228,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,454,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,454,945 | 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 | $2,228,474 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,454,945 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,228,474 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,454,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,228,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,454,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,228,474 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,256,211 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,484,685 | SubtotalAmt |
| Other Decreases | $29,740 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,454,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $301 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $301 | SubtotalAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Original Return Tax Paid | $301 | OriginalReturnTaxPaidAmt |
| Tax Due | $301 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | 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 |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Karin Lowry | ||||||||
| 400 FIELD DRIVE | LAKE FOREST | IL | 60045 | Chairperson | 40.00 | $0 | $0 | $0 |
| Tayva Bancroft | ||||||||
| 400 FIELD DRIVE | LAKE FOREST | IL | 60045 | Trustee Nominee | 0 | $0 | $0 | $0 |
| Eric Knox | ||||||||
| 400 Field Drive | LAKE FOREST | IL | 60045 | Trustee Nominee | 0 | $0 | $0 | $0 |
| Daniel Mandarino | ||||||||
| 400 FIELD DRIVE | LAKE FOREST | IL | 60045 | Trustee Nominee | 0 | $0 | $0 | $0 |
| Sandy Przybyszewski | ||||||||
| 400 Field Drive | Lake Forest | IL | 60045 | Trustee Nominee | 0 | $0 | $0 | $0 |
| David Weick | ||||||||
| 400 Field Drive | Lake Forest | IL | 60045 | Trustee Nominee | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,304,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,304,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,304,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,269,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $301 | TotalTaxAmt |
| Distributable Before Adj | $113,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,598 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $124,770 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $124,770 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,296,012 | 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 | $1,296,012 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $124,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $877,561 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $875,966 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $924,931 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,023,835 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,247,159 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,949,452 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,296,012 | QualifyingDistributionsAmt |
| Applied To Current Year | $124,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,171,242 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Total Corpus | $6,120,694 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $877,561 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,243,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $875,966 | ExcessFromYear4Amt |
| Excess From Year3 | $924,931 | ExcessFromYear3Amt |
| Excess From Year2 | $1,023,835 | ExcessFromYear2Amt |
| Excess From Year1 | $1,247,159 | ExcessFromYear1Amt |
| Excess From Current Year | $1,171,242 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | N A | ContributingManagerNm |
| Shareholder Manager | N A | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (205 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 23RD Veteran | ||||||||
| 24 N 21st Ave W | Duluth | MN | 55806 | No Relationship | N A | N A | $2,500 | |
| A Childs Place | ||||||||
| 601 EAST 5TH ST STE 230 | CHARLOTTE | NC | 28202 | No Relationship | N A | N A | $5,114 | |
| A SAFE PLACE | ||||||||
| 2710 17TH ST | ZION | IL | 60099 | No Relationship | N A | N A | $30,000 | |
| ALLENDALE ASSOCIATION | ||||||||
| PO BOX 1088 | LAKE VILLA | IL | 60046 | No Relationship | N A | N A | $15,866 | |
| AARONS ACRES | ||||||||
| 1861 CHARTER LANE | LANCASTER | PA | 17601 | No Relationship | N A | N A | $2,500 | |
| ALEXIAN BROTHER HOUSING AND HEALTH | ||||||||
| 825 W WELINGTON AVE | CHICAGO | IL | 60657 | No Relationship | N A | N A | $15,000 | |
| ALZHEIMERS ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | No Relationship | N A | N A | $4,873 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 314 GOOD DR | LANCSTER | PA | 17603 | No Relationship | N A | N A | $1,863 | |
| BEACON PLACE | ||||||||
| 603 S MCALISTER | WAUKEGAN | IL | 60085 | No Relationship | N A | N A | $26,008 | |
| BERNIES BOOK BANK | ||||||||
| 917 NORTH SHORE DR | LAKE FLUFF | IL | 60044 | No Relationship | N A | N A | $16,530 | |
| BIG BROTHER BIG SISTERS | ||||||||
| 560 W LAKE STREET 5TH FL | CHICAGO | IL | 60661 | No Relationship | N A | N A | $7,500 | |
| BOYS AND GIRLS CLUB OF SE MICHIGAN | ||||||||
| 26777 HALSTED RD STE 100 | FARMINGTON HILLS | MI | 483315603 | No Relationship | N A | N A | $10,000 | |
| BOYS GIRLS CLUB OF LAKE COUNTY | ||||||||
| 18001 SHERIDAN RD STE 202 | NORTH CHICAGIO | IL | 60064 | No Relationship | N A | N A | $15,000 | |
| BUTTERFLY GUILD OF NATIONWIDE CHILD | ||||||||
| 700 CHILDRENS DR | COLUMBUS | OH | 43215 | No Relationship | N A | N A | $6,000 | |
| CARING FOR KIDS CLOTHING | ||||||||
| 335 PRAIRIE AVE | WINTHORP HARBOR | IL | 60096 | No Relationship | N A | N A | $4,100 | |
| CASA OF LAKE COUNTY | ||||||||
| 700 FOREST EDGE DR | VERNON HILLS | IL | 60061 | No Relationship | N A | N A | $25,000 | |
| CATHOLIC CHARITIES | ||||||||
| 671 S LEWIS AVE | WAUKEGAN | IL | 60085 | No Relationship | N A | N A | $26,111 | |
| CENTRAL OHIO YOUNG MARINES | ||||||||
| 3024 HIGHLAND PARK DR | PICKERINGTON | OH | 43147 | No Relationship | N A | N A | $3,000 | |
| CITY OF REFUGE BALTIMORE | ||||||||
| 901 PONTIAC AVE | BALTIMORE | MD | 21225 | No Relationship | N A | N A | $3,000 | |
| COLLEGE OF LAKE COUNTY FOUNDATION | ||||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 600301981 | No Relationship | N A | N A | $7,500 | |
| COMMUNITY ANTI DRUG COALITIONS OF A | ||||||||
| 625 SLATERS LANE STE 300 | ALEXANDRIA | VA | 22314 | No Relationship | N A | N A | $7,500 | |
| COMMUNITYHEALTH | ||||||||
| 2611 W CHICAGO | CHICAGO | IL | 60622 | No Relationship | N A | N A | $15,000 | |
| CRISTO REY KANSAS CITY | ||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 63104 | No Relationship | N A | N A | $1,230 | |
| CRYSTAL LAKE TEEN CENTER | ||||||||
| PO BOX 76408 | BALTIMORE | MD | 21275 | No Relationship | N A | N A | $4,100 | |
| DOGS ON THE GO ASISTANCE DOGS | ||||||||
| 37 PEABODY ST 206 | NASHVILLE | TN | 37210 | No Relationship | N A | N A | $4,100 | |
| ERIE FAMILY HEALTH CENTER | ||||||||
| 1701 W SUPERIOR ST 3RD FL | CHICAGO | IL | 60622 | No Relationship | N A | N A | $7,500 | |
| FAMILY SERVICE OF LAKE COUNTY | ||||||||
| 777 CENTRAL AVE STE 17 | HIGHLAND PARK | IL | 60035 | No Relationship | N A | N A | $15,000 | |
| FEEDING AMERICA | ||||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | No Relationship | N A | N A | $13,000 | |
| FOOD BANK OF IOWA | ||||||||
| PO BOX 1517 | DES MOINES | IA | 50305 | No Relationship | N A | N A | $8,000 | |
| FOLDS OF HONOR FOUNDATION | ||||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | No Relationship | N A | N A | $8,000 | |
| FORGOTTEN HARVEST | ||||||||
| 21800 GREENFIELD RD | OAK PARK | MI | 48237 | No Relationship | N A | N A | $10,000 | |
| GIRLS ON THE RUN TWIN CITIES | ||||||||
| 3433 BROADWAY ST NE STE 430 | MINNEAPOLIS | MN | 55413 | No Relationship | N A | N A | $5,000 | |
| GREAT LAKES ADAPTIVE SPORTS ASSOCIA | ||||||||
| 24863 IRMA LEE CIRCLE 101 | LAKE FOREST | IL | 60045 | No Relationship | N A | N A | $10,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | No Relationship | N A | N A | $1,435 | |
| HAVE DREAMS | ||||||||
| 515 BUSSE HIGHWAY STE 150 | PARK RIDGE | IL | 60068 | No Relationship | N A | N A | $4,100 | |
| HEARTSTRINGS COMMUNITY FOUNDATION | ||||||||
| 11599 S RIDGEVIEW RD | OLATHE | KS | 66061 | No Relationship | N A | N A | $10,000 | |
| HENDRICK FAMILY FOUNDATION | ||||||||
| 6000 MONROE RD STE 100 | CHARLOTTE | NC | 28212 | No Relationship | N A | N A | $12,000 | |
| HEROES LIKE HALEY | ||||||||
| PO BOX 723 | ARLINGTON HEIGHTS | IL | 60006 | No Relationship | N A | N A | $4,100 | |
| HUNGER TASK FORCE | ||||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 53214 | No Relationship | N A | N A | $11,250 | |
| LAKE COUNTY HAVEN | ||||||||
| PO BOX 127 | LIBERTYVILLE | IL | 60148 | No Relationship | N A | N A | $25,000 | |
| JOURNEYCARE | ||||||||
| 405 LAKE ZURICH RD | BARRINGTON | IL | 60010 | No Relationship | N A | N A | $7,500 | |
| KENNEDY KRIEGER INSTITUTE | ||||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | No Relationship | N A | N A | $15,000 | |
| KEYSTONE HUMAN SERVICES | ||||||||
| 4391 STURBRIDGE DR | HARRISBURG | PA | 17110 | No Relationship | N A | N A | $10,000 | |
| LAKE COUNTY CENTER FOR INDEPENDENT | ||||||||
| 377 N SEYMOUR AVE | MUNDELEIN | IL | 60060 | No Relationship | N A | N A | $10,000 | |
| LAMBS FARM | ||||||||
| 14245 W ROCKLAND RD | LIBERTYVILLE | IL | 60048 | No Relationship | N A | N A | $15,000 | |
| LANCASTER COUNTY COMMUNITY FOUNDATI | ||||||||
| 24 W KING ST STE 201 | LANCASTER | PA | 17603 | No Relationship | N A | N A | $5,000 | |
| LANDIS COMMUNITIES | ||||||||
| 1001 E OREGON RD | LITITZ | PA | 17543 | No Relationship | N A | N A | $2,500 | |
| LEGAL AID CHICAGO | ||||||||
| 120 S LASALLE ST STE 900 | CHICAGO | IL | 60603 | No Relationship | N A | N A | $10,000 | |
| LEGAL AID OF NORTH CAROLINA | ||||||||
| 224 N DAWSON ST | RALEIGH | NC | 27601 | No Relationship | N A | N A | $10,000 | |
| MCKENNAS SQUAD BEAUTY BAR | ||||||||
| 6349 KNOB BEND DR | GRAND BLANC | MI | 48439 | No Relationship | N A | N A | $6,000 | |
| MELS CHARITIES INC | ||||||||
| W61N297 WASHINGTON AVE STE 2 | CEDARBURG | WI | 53012 | No Relationship | N A | N A | $11,556 | |
| MOTHERS TRUST FOUNDATION | ||||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | No Relationship | N A | N A | $25,000 | |
| NICASA | ||||||||
| 31979 N FISH LAKE RD | ROUND LAKE | IL | 60073 | No Relationship | N A | N A | $15,000 | |
| NORTHERN ILLINOIS FOOD BANK | ||||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | No Relationship | N A | N A | $29,368 | |
| NORTH CHICAGO COMMUNITY PARTNERS | ||||||||
| 855 N SKOKIE HIGHWAY STE E | LAKE BLUFF | IL | 60044 | No Relationship | N A | N A | $15,000 | |
| NORTH SHORE UNIVERSITY HEALTH SYSTE | ||||||||
| 1033 UNIVERSITY PL STE 450 | EVANSTON | IL | 60201 | No Relationship | N A | N A | $4,100 | |
| OLD YOUNG NEWSBOYS GOODFELLOW ASSOC | ||||||||
| PO BOX 421 | MT CLEMENS | MI | 48046 | No Relationship | N A | N A | $10,000 | |
| OMNI YOUTH SERVICES | ||||||||
| 1111 W LAKE COOK RD | BUFFALO GROVE | IL | 60089 | No Relationship | N A | N A | $20,000 | |
| OPERATION BREAKTHROUGH | ||||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | No Relationship | N A | N A | $8,000 | |
| PA COLLEGE OF HEALTH SCIENCES | ||||||||
| 850 GREENFIELD RD | LANCASTER | PA | 17601 | No Relationship | N A | N A | $7,500 | |
| PATRICK SCHOONOVER HEARTH FOUNDATIO | ||||||||
| 1060 COUNTY RD E W | SHOREVIEW | MN | 55126 | No Relationship | N A | N A | $5,000 | |
| PERSPECTIVES INC | ||||||||
| 3381 GORHAM AVE | ST LOUIS PARK | MN | 55426 | No Relationship | N A | N A | $5,000 | |
| RASE PROJECT | ||||||||
| 100 N CAMERON ST STE401-E | HARRISBURG | PA | 17101 | No Relationship | N A | N A | $15,000 | |
| RESCUE MISSION OF THE MAHONING VALL | ||||||||
| 962 MARTIN LUTHER KING JR BLVD | YOUNGSTOWN | OH | 44510 | No Relationship | N A | N A | $24 | |
| RONALD MCDONALD HOUSE CHARITIES OF | ||||||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | No Relationship | N A | N A | $12,915 | |
| ROSE BROOKS CENTER | ||||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | No Relationship | N A | N A | $10,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| ONE SCHOLARSHIP WAY | SAINT PETER | MN | 56082 | No Relationship | N A | N A | $104,900 | |
| SEDOL FOUNDATION | ||||||||
| 18160 GAGES LAKE RD | GAGES LAKE | IL | 60030 | No Relationship | N A | N A | $10,000 | |
| SOUP MOBILE | ||||||||
| 2423 S GOOD LATIMER | DALLAS | TX | 75215 | No Relationship | N A | N A | $5,000 | |
| SPANISH AMERICAN CIVIL ASSOCIATION | ||||||||
| 453 S LIME ST STE A | LANCASTER | PA | 17602 | No Relationship | N A | N A | $1,000 | |
| THE ACTUARIAL FOUNDATION | ||||||||
| 475 N MARTINGALE RD STE 600 | SCHAUMBURG | IL | 60173 | No Relationship | N A | N A | $882 | |
| THE BOULEVARD | ||||||||
| 3456 W FRANLIN BLVD | CHICAGO | IL | 60624 | No Relationship | N A | N A | $15,000 | |
| THE CHILDRENS HEART FOUNDATION | ||||||||
| 5 REVERE DR STE 200 | NORTHBROOK | IL | 60062 | No Relationship | N A | N A | $6,700 | |
| THE GATHERING PLACE | ||||||||
| PO BOX 1222 | LANCASTER | PA | 17608 | No Relationship | N A | N A | $2,500 | |
| UNITED WAY OF LAKE COUNTY | ||||||||
| 330 S GREENLEAF ST | GURNEE | IL | 60031 | No Relationship | N A | N A | $139,646 | |
| THE LINDY INFANTE FOUNDATION | ||||||||
| 6515 LONGSHORE LOOP 100 | DUBLIN | OH | 43017 | No Relationship | N A | N A | $6,000 | |
| TU NIDITO CHILDREN AND FAMILY SERVI | ||||||||
| 3922 N MOUNTAIN AVE | TUCSON | AZ | 85719 | No Relationship | N A | N A | $15,000 | |
| TURNING POINT INC | ||||||||
| PO BOX 1123 | MT CLEMENS | MI | 48046 | No Relationship | N A | N A | $10,000 | |
| VEAP | ||||||||
| 9600 ALDRICH AVE | BLOOMINGTON | MN | 55420 | No Relationship | N A | N A | $24,675 | |
| WILLOW HOUSE | ||||||||
| 2231 LAKESIDE DR | BANNOCKBURN | IL | 60015 | No Relationship | N A | N A | $25,000 | |
| YOUTH FAMILY COUNSELING | ||||||||
| 1113 S MILWAUKEE AVE | LIBERTYBILLE | IL | 60048 | No Relationship | N A | N A | $28,402 | |
| WOMEN AND CHILDREN HORIZON INC | ||||||||
| 2526 63RD ST | KENOSHA | WI | 53143 | No Relationship | N A | N A | $4,100 | |
| ZACHARIAS SEXUAL ABUSE CENTER | ||||||||
| 4275 OLD GRAND AVE | GURNEE | IL | 60031 | No Relationship | N A | N A | $15,000 | |
| YOUTHBUILD | ||||||||
| 2303 KEMBLE AVE | NORTH CHICAGO | IL | 60064 | No Relationship | N A | N A | $4,100 | |
| Adaptive Sports Program of Ohio | ||||||||
| 2148 Eagle Pass Suite C | Wooster | OH | 44961 | No Relationship | N A | N A | $7,435 | |
| All Worthy of Love | ||||||||
| 2844 Livernois Rd | Troy | MI | 48099 | No Relationship | PF | N A | $313 | |
| American Diabetes Association | ||||||||
| P O Box 7023 | Merrifield | VA | 22116 | No Relationship | N A | N A | $699 | |
| American Heart Assocaition | ||||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | No Relationship | N A | N A | $160 | |
| American Red Cross | ||||||||
| PO Box 37839 | Boone | IA | 50037 | No Relationship | N A | N A | $1,405 | |
| Animal Charities | ||||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | No Relationship | N A | N A | $435 | |
| Apple Breast Cancer Warrior Foundat | ||||||||
| 1403 Heirloom Dr | Conway | SC | 29527 | No Relationship | N A | N A | $7,000 | |
| Arlington Heights | ||||||||
| 33 S Arlington Heights Road | Arlington Heights | IL | 60005 | No Relationship | N A | N A | $463 | |
| Armenian All Saints | ||||||||
| 1701 Greenwood Rd | Glenview | IL | 60026 | No Relationship | N A | N A | $1,647 | |
| Artemis Center | ||||||||
| 310 W Monument Ave | Dayton | OH | 45402 | No Relationship | N A | N A | $90 | |
| Arts Worcester | ||||||||
| 44 Portland St | Worcester | MA | 01608 | No Relationship | N A | N A | $5,000 | |
| Assoc of Independent Baptist Church | ||||||||
| 651 E Pells St | Paxton | IL | 60957 | No Relationship | N A | N A | $189 | |
| Autisim of the Seas Foundation | ||||||||
| 494 Bridgeport Avenue | Shelton | CT | 06484 | No Relationship | N A | N A | $1,800 | STE 101-346 |
| Avenues to Independence | ||||||||
| 515 Busse Hwy | Park Ridge | IL | 60068 | No Relationship | N A | N A | $1,070 | |
| Avon Cares Food Pantry | ||||||||
| 433 E Washington St | Round Lake Park | IL | 60073 | No Relationship | N A | N A | $157 | |
| Bancroft Neurohelath | ||||||||
| 1255 Caldwell Rd | Cherry Hill | NJ | 08034 | No Relationship | N A | N A | $2,500 | |
| Beat Kid's Cancer | ||||||||
| 8101 Boat Club Road | Forth Worth | TX | 76179 | No Relationship | N A | N A | $183 | Ste 240 196 |
| Beatitude House for Women | ||||||||
| 238 Tod Ln 1881 | Youngstown | OH | 44504 | No Relationship | N A | N A | $7,000 | |
| Big Bros Big Sisters Gre Pittsburgh | ||||||||
| 5989 Centre Ave 1 | Pttsburgh | PA | 15206 | No Relationship | N A | N A | $5,000 | |
| Boys and Girls Club of Kenosha | ||||||||
| 1330 52nd Street | Kenosha | WI | 53140 | No Relationship | N A | N A | $2,050 | |
| Boys and Girls Club of Worcester | ||||||||
| 65 Boys and Girls Club Way | Worcester | MA | 01610 | No Relationship | N A | N A | $5,000 | |
| Carthage College | ||||||||
| 2001 Alford Park Drive | Kenosha | WI | 53142 | No Relationship | N A | N A | $1,655 | |
| Catholic Charities Chicago | ||||||||
| P O Box 7154 | Carol Stream | IL | 60197 | No Relationship | N A | N A | $1,470 | |
| Cavaliers in Action at Piqua Cathol | ||||||||
| 503 W North St | Piqua | OH | 45356 | No Relationship | N A | N A | $500 | |
| Chasing Chad | ||||||||
| W243n2724 Creekside Dr | Pewaukee | WI | 53072 | No Relationship | N A | N A | $1,009 | |
| Chicago Area Mountain | ||||||||
| 336 Patricia Ln | Bartlett | IL | 60103 | No Relationship | N A | N A | $463 | |
| Chicago Waldorf School Dev Dept | ||||||||
| 5200 Ashland Ave | Chicago | IL | 60640 | No Relationship | N A | N A | $2,738 | |
| Children's Organ | ||||||||
| 7936 S Cottage Grove Ave | Chicago | IL | 60619 | No Relationship | N A | N A | $155 | |
| Conestoga Valley Education Foundati | ||||||||
| 2110 Horseshoe Road | Lancaster | PA | 17601 | No Relationship | N A | N A | $2,500 | |
| Crisis Assistance Ministry | ||||||||
| 500-A Spratt St | Charlotte | NC | 28206 | No Relationship | N A | N A | $114 | |
| Doctors Without Borders USA | ||||||||
| PO Box 5030 | Hagerstown | MD | 21741 | No Relationship | N A | N A | $130 | |
| Domestic Violence Services | ||||||||
| PO Box 92049 | Austin | TX | 78709 | No Relationship | N A | N A | $262 | |
| Equestrian Connection | ||||||||
| 600 Bradley Road | Lake Forest | IL | 60045 | No Relationship | N A | N A | $527 | |
| Family Rescue Inc | ||||||||
| 8811 S Stony Ave | Chicago | IL | 60617 | No Relationship | N A | N A | $1,070 | |
| Feed My Starving Children | ||||||||
| 742 E Park Ave | Libertyville | IL | 60048 | No Relationship | N A | N A | $2,129 | |
| Fire Fighters for Healing | ||||||||
| 816 Portland Ave | Minneapolis | MN | 55404 | No Relationship | N A | N A | $2,500 | |
| Fore Kids Foundation | ||||||||
| 11005 Lapalco Blvd | Avondale | LA | 70094 | No Relationship | N A | N A | $83 | |
| Fox Valley Food For Health | ||||||||
| PO Box 532 | Geneva | IL | 60134 | No Relationship | N A | N A | $251 | |
| Fox Valley Helping Paws | ||||||||
| 2500 Harding Ln | Woodstock | IL | 60098 | No Relationship | N A | N A | $157 | |
| Fremont Public Library | ||||||||
| 1170 N Midlothian Rd | Mundelein | IL | 60060 | No Relationship | N A | N A | $1,451 | |
| Full Circle Foundation | ||||||||
| 7301 Burgett Rd | Richmond | IL | 60071 | No Relationship | N A | N A | $902 | |
| Genesis Club Inc | ||||||||
| 274 Lincoln st | Worcester | MA | 01605 | No Relationship | N A | N A | $5,000 | |
| Golden String | ||||||||
| 601 S Hill St D1 | Los Angelos | CA | 90014 | No Relationship | N A | N A | $506 | |
| Greater Twin Cities United Way | ||||||||
| 404 S 8th St | Minneapolis | MN | 55404 | No Relationship | N A | N A | $396 | |
| Habitat for Humanity | ||||||||
| 322 West Lamar Street | Americus | GA | 31709 | No Relationship | N A | N A | $365 | |
| Hallett Community Center | ||||||||
| 470 8th St NE | Crosby | MN | 56441 | No Relationship | N A | N A | $10 | |
| Harrison United Methodist Church | ||||||||
| 6348 Harrison Ave | Hammond | IN | 46324 | No Relationship | N A | N A | $1,491 | |
| Hawthorne Hill | ||||||||
| 28 Brookside Dr | Elgin | IL | 60123 | No Relationship | N A | N A | $7,500 | |
| Heartbeat4paws | ||||||||
| PO BOX 1096 | Greenwood | IN | 46142 | No Relationship | N A | N A | $188 | |
| Houston Food Bank | ||||||||
| 535 Portwall St | Houston | TX | 77029 | No Relationship | N A | N A | $155 | |
| Its About Caring For Kids | ||||||||
| 444 E Algonquin Rf | Arlington Heights | IL | 60005 | No Relationship | N A | N A | $705 | |
| Jessica and Friends Community | ||||||||
| 1625 E Market Street | York | PA | 17403 | No Relationship | N A | N A | $117 | |
| Kansas State School for the Deaf | ||||||||
| 450 E Park Ave | Olathe | KS | 66061 | No Relationship | N A | N A | $60 | |
| Kenosha Achievement Center | ||||||||
| 1218 79th St | Kenosha | WI | 53143 | No Relationship | N A | N A | $360 | |
| Kenosha Literacy Council | ||||||||
| 2419 63rd St | Kenosha | WI | 53143 | No Relationship | N A | N A | $989 | |
| Khan Acadamy | ||||||||
| PO Box 1630 | Mountain View | CA | 94042 | No Relationship | N A | N A | $180 | |
| Lake County Lightning Baseball | ||||||||
| 22222 Peterson Road | Grayslake | IL | 60030 | No Relationship | N A | N A | $683 | |
| Leg Up Farm | ||||||||
| 4880 N Sherman St | Mount Wolf | PA | 17347 | No Relationship | N A | N A | $117 | |
| Loyola Acadamy | ||||||||
| 1100 Laramie Avenue | Wilmette | IL | 60091 | No Relationship | N A | N A | $1,435 | |
| Lupus Foundation of America | ||||||||
| 2121 K Street NW | Washington | DC | 20037 | No Relationship | N A | N A | $202 | Suite 200 |
| Lurie Children Hospital | ||||||||
| 225 E Chicago Ave | Chicago | IL | 60611 | No Relationship | N A | N A | $149 | |
| Make A Wish TX Gulf Coast | ||||||||
| 3340 Severn Ave | Metairie | LA | 70002 | No Relationship | N A | N A | $1,756 | |
| Make a Wish Illinois | ||||||||
| 640 N LaSalle Dr 280 | Chicago | IL | 60654 | No Relationship | N A | N A | $921 | |
| Make a Wish Phoenix | ||||||||
| 1702 E Highland Ave 400 | Phoenix | AZ | 85016 | No Relationship | N A | N A | $17 | |
| Mano A Mano | ||||||||
| 6 E Main St | Round Lake Park | IL | 60073 | No Relationship | N A | N A | $157 | |
| Matthias Academy | ||||||||
| 12603 224th Ave | Bristol | WI | 53104 | No Relationship | N A | N A | $4,234 | |
| Mercy Home | ||||||||
| 1140 W Jackson Blvd | Chicago | IL | 60607 | No Relationship | N A | N A | $760 | |
| Midwest Veterans Closet | ||||||||
| 2323 Green Bay Rd | North Chicago | IL | 60064 | No Relationship | N A | N A | $4,100 | |
| Milagro House | ||||||||
| 669 W Chestnut St | Lancaster | PA | 17603 | No Relationship | N A | N A | $187 | |
| Minnesota Ovarian Cancer Alliance | ||||||||
| 4604 Chicago Ave | Minneapolis | MN | 55407 | No Relationship | N A | N A | $175 | |
| Mundelein Dug Out Club | ||||||||
| 46 S Emerald Ave | Mundelein | IL | 60060 | No Relationship | N A | N A | $1,505 | |
| National MS Society Wisc Chapter | ||||||||
| 1120 James Drive Suite A | Hartland | WI | 53029 | No Relationship | N A | N A | $350 | |
| New Hope Ministries | ||||||||
| 99 W Church St | Dillsburg | PA | 17019 | No Relationship | N A | N A | $82 | |
| Nicholas House | ||||||||
| 830 Boulevard SE | Atlanta | GA | 30312 | No Relationship | N A | N A | $250 | |
| Nolan Michael Himes Foundation | ||||||||
| 133 Quary Rd | Leola | PA | 17540 | No Relationship | N A | N A | $5,000 | |
| Northfield Township | ||||||||
| 2550 Waukegan Rd Suite 100 | Glenview | IL | 60025 | No Relationship | N A | N A | $523 | |
| Oasis for Orphans | ||||||||
| PO Box 1144 | Wheaton | IL | 60187 | No Relationship | N A | N A | $4,122 | |
| Open Arms Mission | ||||||||
| 1548 Main St | Antioch | IL | 60002 | No Relationship | N A | N A | $830 | |
| Phoebe Devitt Homes | ||||||||
| 1925 W Turner St | Allentown | PA | 18104 | No Relationship | N A | N A | $2,500 | |
| Project Angel Hugs | ||||||||
| 307 E Mill St 1 | Plymouth | WI | 53073 | No Relationship | N A | N A | $522 | |
| Rebuilding Together N Suburban Chi | ||||||||
| 500 Lake St | Evanston | IL | 60201 | No Relationship | N A | N A | $5,000 | |
| Red Bank Charter School Foundation | ||||||||
| 58 Oakland St | Red Bank | NJ | 07701 | No Relationship | N A | N A | $751 | |
| Ronald McDonald House | ||||||||
| 26345 Network Place | Chicago | IL | 60673 | No Relationship | N A | N A | $1,777 | |
| Round Lake HS Fine Arts | ||||||||
| 800 Panther Blvd | Round Lake Beach | IL | 60073 | No Relationship | N A | N A | $781 | |
| Salvation Army - Worcester | ||||||||
| 72 Cambridge St | Worceser | MA | 01603 | No Relationship | N A | N A | $135 | |
| Samaritans Purse | ||||||||
| PO Box 3000 | Boone | NC | 28607 | No Relationship | N A | N A | $3,106 | |
| Save a Pet | ||||||||
| 31664 N Fairfield Rd | Grayslake | IL | 60030 | No Relationship | N A | N A | $1,236 | |
| Second Harvest Metorlina | ||||||||
| 500 Spratt St B | Charlotte | NC | 28206 | No Relationship | N A | N A | $10,500 | |
| Second Harvest Hearland | ||||||||
| 7101 Winnetka Ave N | Brooklyn Park | MN | 55428 | No Relationship | N A | N A | $280 | |
| Senior Resource Connection | ||||||||
| 222 Salem Ave | Dayton | OH | 45406 | No Relationship | N A | N A | $90 | |
| Shelby County United Way | ||||||||
| 232 S Ohio Ave | Sidney | OH | 45365 | No Relationship | N A | N A | $29 | |
| Snow City Arts Foundation | ||||||||
| 1653 W Congress Pkwy | Chicago | IL | 60612 | No Relationship | N A | N A | $1,647 | |
| Special Olympics Ohio | ||||||||
| 3303 Winchester Pike | Columbus | OH | 43232 | No Relationship | N A | N A | $7,000 | |
| St Joseph Catholic | ||||||||
| 121 E Maple Ave | Libertyville | IL | 60048 | No Relationship | N A | N A | $1,230 | |
| St Jude Children's Research Hospita | ||||||||
| 5501 N Cumberland Ave 10 | Chicago | IL | 60656 | No Relationship | N A | N A | $1,248 | |
| The Ark | ||||||||
| 6450 N California Ave | Chicago | IL | 60045 | No Relationship | N A | N A | $370 | |
| The Arrow Company | ||||||||
| PO Box 1127 | Louisville | KY | 40059 | No Relationship | N A | N A | $2,500 | |
| The Assoc Jewish Fed of Baltimore | ||||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 21201 | No Relationship | N A | N A | $2,500 | |
| Threshold Choir | ||||||||
| PO Box 8496 | Santa Rosa | CA | 95407 | No Relationship | N A | N A | $1,843 | |
| Together We Cope | ||||||||
| 17010 Oak Park Ave | Tinley Park | IL | 60477 | No Relationship | N A | N A | $2,433 | |
| United Way of Central Maryland | ||||||||
| 1800 Washington Blvd | Baltimore | MD | 21230 | No Relationship | N A | N A | $1,019 | Suite 340 |
| United Way of Central Ohio | ||||||||
| 360 S 3rd St | Columbus | OH | 43215 | No Relationship | N A | N A | $501 | |
| United Way of Dane County | ||||||||
| 2059 Atwood Ave | Madison | WI | 53704 | No Relationship | N A | N A | $375 | |
| United Way of Kenosha County | ||||||||
| 5500 6th Ave | Kenosha | WI | 53140 | No Relationship | N A | N A | $872 | |
| United Way of Lancaster County | ||||||||
| 1910 Harrington Dr | Lancaster | PA | 17601 | No Relationship | N A | N A | $1,043 | |
| United Way of North Carolina | ||||||||
| 1130 Kildaire Farm Rd 100 | Cary | NC | 27511 | No Relationship | N A | N A | $443 | |
| United Way of the Low Country | ||||||||
| PO Box 202 | Beaufort | SC | 29901 | No Relationship | N A | N A | $250 | |
| United Way of Will County | ||||||||
| 54 N Ottowa St STE 300 | Joliet | IL | 60432 | No Relationship | N A | N A | $275 | |
| United Way of York County | ||||||||
| 140 E Market St | York | PA | 17401 | No Relationship | N A | N A | $366 | |
| United Way of Youngstown | ||||||||
| 255 Watt St | Youngstown | OH | 44505 | No Relationship | N A | N A | $87 | |
| UW Greater Milwaukee | ||||||||
| 225 W Vine St | Milwaukee | WI | 53212 | No Relationship | N A | N A | $463 | |
| Vets Returning Home | ||||||||
| 17955 E 11 Mile Rd | Roseville | MI | 48066 | No Relationship | N A | N A | $10,000 | |
| Wabash College | ||||||||
| 301 W Wabash Ave | Crawfordsville | IN | 47933 | No Relationship | N A | N A | $2,511 | |
| Walkin in my shoes | ||||||||
| 2211 50th St | Kenosha | WI | 53140 | No Relationship | N A | N A | $724 | |
| Warwick Boys and Girls Club | ||||||||
| PO Box 8938 | Warwick | RI | 02888 | No Relationship | N A | N A | $144 | |
| Western Bear Foundation | ||||||||
| PO Box 2044 | Codyy | WY | 82414 | No Relationship | N A | N A | $825 | |
| Worcester County Food Bank | ||||||||
| 474 Boston Turnpike | Shrewsbury | MA | 01545 | No Relationship | N A | N A | $5,000 | |
| World Central Kitchen | ||||||||
| 200 Massachusetts Ave NW 7th Floor | Washington | DC | 20001 | No Relationship | N A | N A | $370 | |
| Wounded Warrior Project | ||||||||
| 4899 Belfort Road Suite 300 | Jacksonville | FL | 32256 | No Relationship | N A | N A | $175 | |
| Youthlink CO Development Office | ||||||||
| 41 N 12th St | Minneapolis | MN | 55403 | No Relationship | N A | N A | $838 | |
| YWCA of Lake County | ||||||||
| 1425 Tri State Pkwy Suite 180 | Gurnee | IL | 60031 | No Relationship | N A | N A | $866 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,296,012 | 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 | 14 | ExclusionCd |
| Exclusion | $21,665 | 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 | $21,665 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,665 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Trustmark Insurance Company | ContributorPersonNm |
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 | $2,518,960 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,224,469 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,320,354 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,320,354 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,320,354 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Asset | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Decrease in Value of Treasury Notes Held | Desc |
| Amt | $29,740 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income Loss | Desc |
| Revenue And Expenses Per Books | $11,598 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Comments