TRUSTMARK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTMARK FOUNDATION (EIN 36-3330631)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202141279349101979
- Schema version
- 2020v4.0
- 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 Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T16:55:17-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $228,474 | 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 | $1,574,160 | 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 | $32,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,356 | 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 | $20,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,626,516 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,356 | 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 | $712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $712 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $712 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,334,181 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,334,181 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,334,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,334,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $291,623 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,356 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $143,968 | CashBOYAmt |
| Cash EOY | $4,005 | CashEOYAmt |
| Cash EOYFMV | $4,005 | 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 | $1,811,725 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,224,469 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $224,469 | 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 | $395 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,956,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,228,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $228,474 | 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 | $1,956,088 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,228,474 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,956,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,228,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,956,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,228,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,956,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $291,623 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,247,711 | SubtotalAmt |
| Other Decreases | $19,237 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,228,474 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $450 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $450 | SubtotalAmt |
| Tax Based On Investment Income | $450 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Original Return Tax Paid | $450 | OriginalReturnTaxPaidAmt |
| Tax Due | $450 | 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 | Not Applicable | 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 |
|---|---|---|---|---|---|---|---|---|
| Karin Lowry | ||||||||
| 400 FIELD DRIVE | LAKE FOREST | IL | 60045 | Chairperson | 40.00 | $0 | $0 | $0 |
| Kim Croisant | ||||||||
| 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 |
| Tayva Bancroft | ||||||||
| 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 |
| Steve Horvath | ||||||||
| 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 | $1,302,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,385,867 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,385,867 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,365,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $68,254 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $68,254 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $450 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $450 | TotalTaxAmt |
| Distributable Before Adj | $67,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $19,218 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,022 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,022 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,334,893 | 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 | $1,334,893 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,334,893 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,006,238 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $877,561 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $875,966 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $924,931 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,023,835 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,708,531 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,334,893 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,022 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,247,159 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,955,690 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,006,238 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,949,452 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,006,238 | ExcessFromYear4Amt |
| Excess From Year3 | $877,561 | ExcessFromYear3Amt |
| Excess From Year2 | $875,966 | ExcessFromYear2Amt |
| Excess From Year1 | $924,931 | ExcessFromYear1Amt |
| Excess From Current Year | $1,023,835 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (121 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Childs Place | |||||||
| 601 EAST 5TH ST STE 230 | CHARLOTTE | NC | 28202 | No Relationship | N/A | NA | $9,000 |
| A SAFE PLACE | |||||||
| 2710 17TH ST | ZION | IL | 60099 | No Relationship | N/A | NA | $30,000 |
| ALLENDALE ASSOCIATION | |||||||
| PO BOX 1088 | LAKE VILLA | IL | 60046 | No Relationship | N/A | NA | $10,000 |
| ARCH STREET | |||||||
| 629 N MARKET ST | LANCASTER | PA | 17603 | No Relationship | N/A | NA | $2,500 |
| BEACON PLACE | |||||||
| 603 S MCALISTER | WAUKEGAN | IL | 60085 | No Relationship | N/A | NA | $25,000 |
| CATHOLIC CHARITIES | |||||||
| 671 S LEWIS AVE | WAUKEGAN | IL | 60085 | No Relationship | N/A | NA | $25,000 |
| FOOD BANK OF IOWA | |||||||
| PO BOX 1517 | DES MOINES | IA | 50305 | No Relationship | N/A | NA | $14,000 |
| LAKE COUNTY HAVEN | |||||||
| PO BOX 127 | LIBERTYVILLE | IL | 60148 | No Relationship | N/A | NA | $25,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | No Relationship | N/A | NA | $28,000 |
| UNITED WAY OF LAKE COUNTY | |||||||
| 330 S GREENLEAF ST | GURNEE | IL | 60031 | No Relationship | N/A | NA | $160,000 |
| VEAP | |||||||
| 9600 ALDRICH AVE | BLOOMINGTON | MN | 55420 | No Relationship | N/A | NA | $25,000 |
| YOUTH FAMILY COUNSELING | |||||||
| 1113 S MILWAUKEE AVE | LIBERTYBILLE | IL | 60048 | No Relationship | N/A | NA | $26,500 |
| ZACHARIAS SEXUAL ABUSE CENTER | |||||||
| 4275 OLD GRAND AVE | GURNEE | IL | 60031 | No Relationship | N/A | NA | $10,000 |
| VETERAN | |||||||
| 24 N 21ST AVE W | DULUTH | MN | 55806 | No Relationship | N/A | NA | $5,000 |
| AARONS ACRES | |||||||
| 1861 CHARTER LANE | LANCASTER | PA | 17601 | No Relationship | N/A | NA | $2,500 |
| ACTS HOUSING | |||||||
| 2414 W VILET | MILWAUKEE | WI | 53205 | No Relationship | N/A | NA | $2,200 |
| AFRICAN COMMUNITY EDUCATION PROGRAM | |||||||
| 484 MAIN ST | WORCESTER | MA | 01608 | No Relationship | N/A | NA | $7,500 |
| ALEXIAN BROTHER HOUSING AND HEALTH | |||||||
| 825 W WELINGTON AVE | CHICAGO | IL | 60657 | No Relationship | N/A | NA | $10,000 |
| ALIVIO MEDICAL CENTER | |||||||
| 2355 S WESTERN AVE | CHICAGO | IL | 60608 | No Relationship | N/A | NA | $2,200 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | No Relationship | N/A | NA | $2,200 |
| AMERICAN FOUNDATION FOR SUICIDE PRE | |||||||
| 1045 PARK AVE | NEW YORK | NY | 10028 | No Relationship | N/A | NA | $2,200 |
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 101586503 | No Relationship | N/A | NS | $50 |
| BERNIES BOOK BANK | |||||||
| 917 NORTH SHORE DR | LAKE FLUFF | IL | 60044 | No Relationship | N/A | NA | $10,000 |
| BIG BROTHER BIG SISTERS | |||||||
| 560 W LAKE STREET 5TH FL | CHICAGO | IL | 60661 | No Relationship | N/A | NA | $7,500 |
| BOYS AND GIRLS CLUB OF SE MICHIGAN | |||||||
| 26777 HALSTED RD STE 100 | FARMINGTON HILLS | MI | 483315603 | No Relationship | N/A | NA | $7,500 |
| BUTTERFLY GUILD OF NATIONWIDE CHILD | |||||||
| 700 CHILDRENS DR | COLUMBUS | OH | 43215 | No Relationship | N/A | NA | $5,000 |
| CALUMET COLLEGE OF ST JOSEPH | |||||||
| 2400 NEW YORK AVE | WHITING | IN | 46394 | No Relationship | N/A | NA | $2,200 |
| CARING FOR KIDS CLOTHING | |||||||
| 335 PRAIRIE AVE | WINTHORP HARBOR | IL | 60096 | No Relationship | N/A | NA | $2,200 |
| CASA OF LAKE COUNTY | |||||||
| 700 FOREST EDGE DR | VERNON HILLS | IL | 60061 | No Relationship | N/A | NA | $25,000 |
| CASSIE HINES SHOE CANCER FOUNDATION | |||||||
| PO BOX 345 | WASHINGTON | MI | 48094 | No Relationship | N/A | NA | $5,500 |
| CENTRAL OHIO YOUNG MARINES | |||||||
| 3024 HIGHLAND PARK DR | PICKERINGTON | OH | 43147 | No Relationship | N/A | NA | $3,000 |
| CITY OF REFUGE BALTIMORE | |||||||
| 901 PONTIAC AVE | BALTIMORE | MD | 21225 | No Relationship | N/A | NA | $2,000 |
| CLEARBROOK | |||||||
| 1835 W CENTRAL RD | ARLINGTON HEIGHTS | IL | 60005 | No Relationship | N/A | NA | $2,200 |
| COLLEGE OF LAKE COUNTY FOUNDATION | |||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 600301981 | No Relationship | N/A | NA | $5,000 |
| COMMUNITY ANTI DRUG COALITIONS OF A | |||||||
| 625 SLATERS LANE STE 300 | ALEXANDRIA | VA | 22314 | No Relationship | N/A | NA | $5,000 |
| COMMUNITY FIRST FUND | |||||||
| 51 S DUKE ST STE 400 | LANCASTER | PA | 17602 | No Relationship | N/A | NA | $2,500 |
| COMMUNITYHEALTH | |||||||
| 2611 W CHICAGO | CHICAGO | IL | 60622 | No Relationship | N/A | NA | $10,000 |
| COOK COUNTY HEALTH FOUNDATION | |||||||
| 1603 ORRINGTON AVE STE 500 | EVANSTON | IL | 60201 | No Relationship | N/A | NA | $3,000 |
| CRISTO REY KANSAS CITY | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 63104 | No Relationship | N/A | NA | $10,000 |
| CRYSTAL LAKE TEEN CENTER | |||||||
| PO BOX 76408 | BALTIMORE | MD | 21275 | No Relationship | N/A | NA | $2,200 |
| DOGS ON THE GO ASISTANCE DOGS | |||||||
| 37 PEABODY ST 206 | NASHVILLE | TN | 37210 | No Relationship | N/A | NA | $2,200 |
| EASTERSEALS | |||||||
| 1939 W 13TH ST STE 300 | CHICAGO | IL | 60608 | No Relationship | N/A | NA | $2,200 |
| EDUCATION IS FREEDOM | |||||||
| 1111 W MOCKINGBIRD LN STE 1300B | DALLA | TX | 75247 | No Relationship | N/A | NA | $7,500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 63104 | No Relationship | N/A | NA | $10,000 |
| ERIE FAMILY HEALTH CENTER | |||||||
| 1701 W SUPERIOR ST 3RD FL | CHICAGO | IL | 60622 | No Relationship | N/A | NA | $10,000 |
| FAMILY SERVICE OF LAKE COUNTY | |||||||
| 777 CENTRAL AVE STE 17 | HIGHLAND PARK | IL | 60035 | No Relationship | N/A | NA | $15,000 |
| FAVORITE CHARITIES PROGRAM | |||||||
| NA | NA | IL | 00000 | No Relationship | N/A | NA | $99,081 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | No Relationship | N/A | NA | $65,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | No Relationship | N/A | NA | $3,000 |
| FORGOTTEN HARVEST | |||||||
| 21800 GREENFIELD RD | OAK PARK | MI | 48237 | No Relationship | N/A | NA | $10,000 |
| GIRLS ON THE RUN TWIN CITIES | |||||||
| 3433 BROADWAY ST NE STE 430 | MINNEAPOLIS | MN | 55413 | No Relationship | N/A | NA | $5,000 |
| GLEANERS COMMUNITY FOOD BANK | |||||||
| 2131 BEAUFAIT ST | DETROIT | MI | 48207 | No Relationship | N/A | NA | $6,000 |
| GREAT LAKES ADAPTIVE SPORTS ASSOCIA | |||||||
| 24863 IRMA LEE CIRCLE 101 | LAKE FOREST | IL | 60045 | No Relationship | N/A | NA | $10,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | No Relationship | N/A | NA | $20,000 |
| GREATER WORCESTER COMMUNITY FOUNDAT | |||||||
| 370 MAIN ST STE 650 | WORCESTER | MA | 01608 | No Relationship | N/A | NA | $6,000 |
| HAVE DREAMS | |||||||
| 515 BUSSE HIGHWAY STE 150 | PARK RIDGE | IL | 60068 | No Relationship | N/A | NA | $2,200 |
| HEARTSTRINGS COMMUNITY FOUNDATION | |||||||
| 11599 S RIDGEVIEW RD | OLATHE | KS | 66061 | No Relationship | N/A | NA | $5,000 |
| HENDRICK FAMILY FOUNDATION | |||||||
| 6000 MONROE RD STE 100 | CHARLOTTE | NC | 28212 | No Relationship | N/A | NA | $12,000 |
| HEROES LIKE HALEY | |||||||
| PO BOX 723 | ARLINGTON HEIGHTS | IL | 60006 | No Relationship | N/A | NA | $2,200 |
| HOLY TRINITY CATHOLIC CHURCH | |||||||
| 9150 PFLUMM RD | LENEXA | KS | 66215 | No Relationship | N/A | NA | $250 |
| HORIZONS FOR YOUTH | |||||||
| 703 W MONROE ST | CHICAGO | IL | 60661 | No Relationship | N/A | NA | $2,200 |
| HUNGER TASK FORCE | |||||||
| 201 S HAWLEY CT | MILWAUKEE | WI | 53214 | No Relationship | N/A | NA | $10,500 |
| INSPRIRING MINDS | |||||||
| 237 W FRONT ST | YOUNGSTOWN | OH | 44503 | No Relationship | N/A | NA | $6,500 |
| JOURNEYCARE | |||||||
| 405 LAKE ZURICH RD | BARRINGTON | IL | 60010 | No Relationship | N/A | NA | $5,000 |
| JUNIOR ACHIEVEMENT OF SOUTH CENTRAL | |||||||
| 115 EAST KING ST | LANCASTER | PA | 17602 | No Relationship | N/A | NA | $2,500 |
| KEEPING FAMILIES COVERED | |||||||
| 3250-B N OAK GROVE AVE | WAUKEGAN | IL | 60087 | No Relationship | N/A | NA | $2,200 |
| KENNEDY KRIEGER INSTITUTE | |||||||
| 707 N BROADWAY | BALTIMORE | MD | 21205 | No Relationship | N/A | NA | $15,000 |
| KEYSTONE HUMAN SERVICES | |||||||
| 4391 STURBRIDGE DR | HARRISBURG | PA | 17110 | No Relationship | N/A | NA | $10,000 |
| KOOL BOIZ FOUNDATION | |||||||
| PO BOX 766 | YOUNGSTOWN | OH | 45111 | No Relationship | N/A | NA | $6,500 |
| LAKE COUNTY CENTER FOR INDEPENDENT | |||||||
| 377 N SEYMOUR AVE | MUNDELEIN | IL | 60060 | No Relationship | N/A | NA | $5,000 |
| LAMBS FARM | |||||||
| 14245 W ROCKLAND RD | LIBERTYVILLE | IL | 60048 | No Relationship | N/A | NA | $10,000 |
| LANCASTER COUNTY COMMUNITY FOUNDATI | |||||||
| 24 W KING ST STE 201 | LANCASTER | PA | 17603 | No Relationship | N/A | NA | $5,500 |
| LANDIS COMMUNITIES | |||||||
| 1001 E OREGON RD | LITITZ | PA | 17543 | No Relationship | N/A | NA | $2,500 |
| LEGAL AID CHICAGO | |||||||
| 120 S LASALLE ST STE 900 | CHICAGO | IL | 60603 | No Relationship | N/A | NA | $7,500 |
| LEGAL AID OF NORTH CAROLINA | |||||||
| 224 N DAWSON ST | RALEIGH | NC | 27601 | No Relationship | N/A | NA | $7,500 |
| LG HEALTH FOUNDATION | |||||||
| 609 N CHERRY ST | LANCASTER | PA | 17603 | No Relationship | N/A | NA | $8,000 |
| LOVE INC OF LAKE COUNTY | |||||||
| PO BOX 7796 | GURNEE | IL | 60031 | No Relationship | N/A | NA | $2,200 |
| MAGGIES WIGS FOR KIDS OF MICHIGAN | |||||||
| 30130 HARPER AVE | ST CLAIR SHORES | MI | 48081 | No Relationship | N/A | NA | $5,500 |
| MCKENNAS SQUAD BEAUTY BAR | |||||||
| 6349 KNOB BEND DR | GRAND BLANC | MI | 48439 | No Relationship | N/A | NA | $2,500 |
| MELS CHARITIES INC | |||||||
| W61N297 WASHINGTON AVE STE 2 | CEDARBURG | WI | 53012 | No Relationship | N/A | NA | $10,500 |
| MISERCORDIA HEART OF MERCY | |||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | No Relationship | N/A | NA | $2,200 |
| MOTHERS TRUST FOUNDATION | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | No Relationship | N/A | NA | $30,250 |
| NICASA | |||||||
| 31979 N FISH LAKE RD | ROUND LAKE | IL | 60073 | No Relationship | N/A | NA | $10,000 |
| NORTH CHICAGO COMMUNITY PARTNERS | |||||||
| 855 N SKOKIE HIGHWAY STE E | LAKE BLUFF | IL | 60044 | No Relationship | N/A | NA | $7,500 |
| NORTH SHORE UNIVERSITY HEALTH SYSTE | |||||||
| 1033 UNIVERSITY PL STE 450 | EVANSTON | IL | 60201 | No Relationship | N/A | NA | $2,200 |
| OLD YOUNG NEWSBOYS GOODFELLOW ASSOC | |||||||
| PO BOX 421 | MT CLEMENS | MI | 48046 | No Relationship | N/A | NA | $5,500 |
| OMNI YOUTH SERVICES | |||||||
| 1111 W LAKE COOK RD | BUFFALO GROVE | IL | 60089 | No Relationship | N/A | NA | $20,000 |
| OPERATION BREAKTHROUGH | |||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | No Relationship | N/A | NA | $5,000 |
| PA COLLEGE OF HEALTH SCIENCES | |||||||
| 850 GREENFIELD RD | LANCASTER | PA | 17601 | No Relationship | N/A | NA | $5,000 |
| PATIENT ACCESS NETWORK | |||||||
| PO BOX 76408 | BALTIMORE | MD | 21275 | No Relationship | N/A | NA | $3,000 |
| PATRICK SCHOONOVER HEARTH FOUNDATIO | |||||||
| 1060 COUNTY RD E W | SHOREVIEW | MN | 55126 | No Relationship | N/A | NA | $5,000 |
| PERNET FAMILY HEALTH SERVICE | |||||||
| 12 MILLBURY ST | WORCESTER | MA | 01610 | No Relationship | N/A | NA | $7,500 |
| PERSPECTIVES INC | |||||||
| 3381 GORHAM AVE | ST LOUIS PARK | MN | 55426 | No Relationship | N/A | NA | $5,000 |
| PROJECT MKC | |||||||
| 6961 SOUTHERN BLVD STE A | YOUNGSTOWN | PA | 44512 | No Relationship | N/A | NA | $6,500 |
| RASE PROJECT | |||||||
| 100 N CAMERON ST STE401-E | HARRISBURG | PA | 17101 | No Relationship | N/A | NA | $10,000 |
| RESCUE MISSION OF THE MAHONING VALL | |||||||
| 962 MARTIN LUTHER KING JR BLVD | YOUNGSTOWN | OH | 44510 | No Relationship | N/A | NA | $6,500 |
| ROLE MODEL MOVEMENT INC | |||||||
| 47 W POLK STE 100 | CHICAGO | IL | 60605 | No Relationship | N/A | NA | $2,200 |
| RONALD MCDONALD HOUSE CHARITIES OF | |||||||
| 2502 CHERRY ST | KANSAS CITY | MO | 64108 | No Relationship | N/A | NA | $10,000 |
| ROSE BROOKS CENTER | |||||||
| PO BOX 320599 | KANSAS CITY | MO | 64132 | No Relationship | N/A | NA | $10,000 |
| SCHOLARSHIP AMERICA | |||||||
| ONE SCHOLARSHIP WAY | SAINT PETER | MN | 56082 | No Relationship | N/A | NA | $104,600 |
| SECOND BRIDGE INC | |||||||
| 1530 CRABTREE LN | CRYSTAL LAKE | IL | 60014 | No Relationship | N/A | NA | $2,200 |
| SEDOL FOUNDATION | |||||||
| 18160 GAGES LAKE RD | GAGES LAKE | IL | 60030 | No Relationship | N/A | NA | $10,000 |
| SICKLE CELL DISEASE FOUNDATION | |||||||
| 1336 VICKERS RD | TALLAHASSEE | FL | 32303 | No Relationship | N/A | NA | $250 |
| SOUP MOBILE | |||||||
| 2423 S GOOD LATIMER | DALLAS | TX | 75215 | No Relationship | N/A | NA | $5,000 |
| SPANISH AMERICAN CIVIL ASSOCIATION | |||||||
| 453 S LIME ST STE A | LANCASTER | PA | 17602 | No Relationship | N/A | NA | $5,000 |
| TENNESSEE KIDNEY FOUNDATION | |||||||
| 37 PEABODY ST 206 | NASHVILLE | TN | 37210 | No Relationship | N/A | NA | $5,000 |
| THE ACTUARIAL FOUNDATION | |||||||
| 475 N MARTINGALE RD STE 600 | SCHAUMBURG | IL | 60173 | No Relationship | N/A | NA | $10,000 |
| THE BOULEVARD | |||||||
| 3456 W FRANLIN BLVD | CHICAGO | IL | 60624 | No Relationship | N/A | NA | $10,000 |
| THE CHILDRENS HEART FOUNDATION | |||||||
| 5 REVERE DR STE 200 | NORTHBROOK | IL | 60062 | No Relationship | N/A | NA | $2,200 |
| THE DYSLEXIA FOUNDATION | |||||||
| 1 CLINTON PLACE | NEW BEDFORD | MA | 02740 | No Relationship | N/A | NA | $250 |
| THE GATHERING PLACE | |||||||
| PO BOX 1222 | LANCASTER | PA | 17608 | No Relationship | N/A | NA | $2,500 |
| THE LINDY INFANTE FOUNDATION | |||||||
| 6515 LONGSHORE LOOP 100 | DUBLIN | OH | 43017 | No Relationship | N/A | NA | $6,000 |
| TU NIDITO CHILDREN AND FAMILY SERVI | |||||||
| 3922 N MOUNTAIN AVE | TUCSON | AZ | 85719 | No Relationship | N/A | NA | $14,000 |
| TURNING POINT INC | |||||||
| PO BOX 1123 | MT CLEMENS | MI | 48046 | No Relationship | N/A | NA | $8,000 |
| UNLIKELY HEROES HEADQUARTERS | |||||||
| PO BOX 518 | GRAPEVINE | TX | 76099 | No Relationship | N/A | NA | $50 |
| VOICES OF HOPE | |||||||
| 2545 N ST | LINCOLN | NE | 06810 | No Relationship | N/A | NA | $250 |
| WILLOW HOUSE | |||||||
| 2231 LAKESIDE DR | BANNOCKBURN | IL | 60015 | No Relationship | N/A | NA | $25,250 |
| WOMEN AND CHILDREN HORIZON INC | |||||||
| 2526 63RD ST | KENOSHA | WI | 53143 | No Relationship | N/A | NA | $2,200 |
| YOUTHBUILD | |||||||
| 2303 KEMBLE AVE | NORTH CHICAGO | IL | 60064 | No Relationship | N/A | NA | $2,200 |
| AMERICAN CANCER SOCIETY | |||||||
| 314 GOOD DR | LANCSTER | PA | 17603 | No Relationship | N/A | NA | $2,500 |
| BOYS GIRLS CLUB OF LAKE COUNTY | |||||||
| 18001 SHERIDAN RD STE 202 | NORTH CHICAGIO | IL | 60064 | No Relationship | N/A | NA | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,334,181 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,356 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| 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 | $32,356 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,356 | 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 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 | $1,574,160 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,811,725 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $224,469 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,224,469 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $224,469 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Asset | Desc |
| BOY Book Value | $395 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other | Desc |
| Amt | $19,237 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Expense | Desc |
| Revenue And Expenses Per Books | $712 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $712 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $20,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Comments