Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
TRUSTMARK FOUNDATION
 
% Daniel Mandarino
Number and street (or P.O. box number if mail is not delivered to street address)400 N FIELD DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAKE FOREST, IL600454809
A Employer identification number

36-3330631
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$228,474J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,574,160
2 Check bullet.............
3 Interest on savings and temporary cash investments 0 0 0
4 Dividends and interest from securities... 32,356 32,356 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 0
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... Click to see attachment 20,000 0 0
12 Total. Add lines 1 through 11........ 1,626,516 32,356 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... 0 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments 712 0 0 712
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 712 0 0 712
25 Contributions, gifts, grants paid....... 1,334,181 1,334,181
26 Total expenses and disbursements. Add lines 24 and 25 1,334,893 0 0 1,334,893
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 291,623
b Net investment income (if negative, enter -0-) 32,356
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 143,968 4,005 4,005
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,811,725 Click to see attachment2,224,469 224,469
b Investments—corporate stock (attach schedule).......   0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) Click to see attachment395 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,956,088 2,228,474 228,474
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,956,088 2,228,474
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,956,088 2,228,474
30 Total liabilities and net assets/fund balances (see instructions). 1,956,088 2,228,474
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,956,088
2
Enter amount from Part I, line 27a .....................
2
291,623
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,247,711
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
19,237
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,228,474
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 0
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 450
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 450
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 450
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 450 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 450
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletNot Applicable
    14
    The books are in care ofbulletDaniel Mandarino Telephone no.bullet (847) 283-4131

    Located atbullet400 N FIELD DRIVELAKE FORESTIL ZIP+4bullet60045
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Karin LowryClick to see attachment Chairperson
    40.00     		0 0 0
    400 FIELD DRIVE
    LAKE FOREST,IL60045
    Kim CroisantClick to see attachment Trustee/Nominee
    0     		0 0 0
    400 FIELD DRIVE
    LAKE FOREST,IL60045
    Daniel MandarinoClick to see attachment Trustee/Nominee
    0     		0 0 0
    400 Field Drive
    LAKE FOREST,IL60045
    Tayva BancroftClick to see attachment Trustee/Nominee
    0     		0 0 0
    400 FIELD DRIVE
    LAKE FOREST,IL60045
    Sandy PrzybyszewskiClick to see attachment Trustee/Nominee
    0     		0 0 0
    400 Field Drive
    Lake Forest,IL60045
    Steve HorvathClick to see attachment Trustee/Nominee
    0     		0 0 0
    400 Field Drive
    Lake Forest,IL60045
    David WeickClick to see attachment Trustee/Nominee
    0     		0 0 0
    400 Field Drive
    Lake Forest,IL60045
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,302,589
    b
    Average of monthly cash balances.......................
    1b
    83,278
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,385,867
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,385,867
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    20,788
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,365,079
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    68,254
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    68,254
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    450
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    450
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    67,804
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    19,218
    5
    Add lines 3 and 4............................
    5
    87,022
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    87,022
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,334,893
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,334,893
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,334,893
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 87,022
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,006,238
    b From 2016...... 877,561
    c From 2017...... 875,966
    d From 2018...... 924,931
    e From 2019...... 1,023,835
    fTotal of lines 3a through e........ 4,708,531
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,334,893
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 87,022
    e Remaining amount distributed out of corpus 1,247,159
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,955,690
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,006,238
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		4,949,452
    10 Analysis of line 9:
    a Excess from 2016.... 1,006,238
    b Excess from 2017.... 877,561
    c Excess from 2018.... 875,966
    d Excess from 2019.... 924,931
    e Excess from 2020.... 1,023,835
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NA
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A Childs Place
    601 EAST 5TH ST STE 230
    CHARLOTTE,NC28202     		No Relationship N/A NA 9,000
    A SAFE PLACE
    2710 17TH ST
    ZION,IL60099     		No Relationship N/A NA 30,000
    ALLENDALE ASSOCIATION
    PO BOX 1088
    LAKE VILLA,IL60046     		No Relationship N/A NA 10,000
    ARCH STREET
    629 N MARKET ST
    LANCASTER,PA17603     		No Relationship N/A NA 2,500
    BEACON PLACE
    603 S MCALISTER
    WAUKEGAN,IL60085     		No Relationship N/A NA 25,000
    CATHOLIC CHARITIES
    671 S LEWIS AVE
    WAUKEGAN,IL60085     		No Relationship N/A NA 25,000
    FOOD BANK OF IOWA
    PO BOX 1517
    DES MOINES,IA50305     		No Relationship N/A NA 14,000
    LAKE COUNTY HAVEN
    PO BOX 127
    LIBERTYVILLE,IL60148     		No Relationship N/A NA 25,000
    NORTHERN ILLINOIS FOOD BANK
    273 DEARBORN COURT
    GENEVA,IL60134     		No Relationship N/A NA 28,000
    UNITED WAY OF LAKE COUNTY
    330 S GREENLEAF ST
    GURNEE,IL60031     		No Relationship N/A NA 160,000
    VEAP
    9600 ALDRICH AVE
    BLOOMINGTON,MN55420     		No Relationship N/A NA 25,000
    YOUTH FAMILY COUNSELING
    1113 S MILWAUKEE AVE
    LIBERTYBILLE,IL60048     		No Relationship N/A NA 26,500
    ZACHARIAS SEXUAL ABUSE CENTER
    4275 OLD GRAND AVE
    GURNEE,IL60031     		No Relationship N/A NA 10,000
    VETERAN
    24 N 21ST AVE W
    DULUTH,MN55806     		No Relationship N/A NA 5,000
    AARONS ACRES
    1861 CHARTER LANE
    LANCASTER,PA17601     		No Relationship N/A NA 2,500
    ACTS HOUSING
    2414 W VILET
    MILWAUKEE,WI53205     		No Relationship N/A NA 2,200
    AFRICAN COMMUNITY EDUCATION PROGRAM
    484 MAIN ST
    WORCESTER,MA01608     		No Relationship N/A NA 7,500
    ALEXIAN BROTHER HOUSING AND HEALTH
    825 W WELINGTON AVE
    CHICAGO,IL60657     		No Relationship N/A NA 10,000
    ALIVIO MEDICAL CENTER
    2355 S WESTERN AVE
    CHICAGO,IL60608     		No Relationship N/A NA 2,200
    ALZHEIMERS ASSOCIATION
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601     		No Relationship N/A NA 2,200
    AMERICAN FOUNDATION FOR SUICIDE PRE
    1045 PARK AVE
    NEW YORK,NY10028     		No Relationship N/A NA 2,200
    ANTI DEFAMATION LEAGUE
    605 THIRD AVE
    NEW YORK,NY101586503     		No Relationship N/A NS 50
    BERNIES BOOK BANK
    917 NORTH SHORE DR
    LAKE FLUFF,IL60044     		No Relationship N/A NA 10,000
    BIG BROTHER BIG SISTERS
    560 W LAKE STREET 5TH FL
    CHICAGO,IL60661     		No Relationship N/A NA 7,500
    BOYS AND GIRLS CLUB OF SE MICHIGAN
    26777 HALSTED RD STE 100
    FARMINGTON HILLS,MI483315603     		No Relationship N/A NA 7,500
    BUTTERFLY GUILD OF NATIONWIDE CHILD
    700 CHILDRENS DR
    COLUMBUS,OH43215     		No Relationship N/A NA 5,000
    CALUMET COLLEGE OF ST JOSEPH
    2400 NEW YORK AVE
    WHITING,IN46394     		No Relationship N/A NA 2,200
    CARING FOR KIDS CLOTHING
    335 PRAIRIE AVE
    WINTHORP HARBOR,IL60096     		No Relationship N/A NA 2,200
    CASA OF LAKE COUNTY
    700 FOREST EDGE DR
    VERNON HILLS,IL60061     		No Relationship N/A NA 25,000
    CASSIE HINES SHOE CANCER FOUNDATION
    PO BOX 345
    WASHINGTON,MI48094     		No Relationship N/A NA 5,500
    CENTRAL OHIO YOUNG MARINES
    3024 HIGHLAND PARK DR
    PICKERINGTON,OH43147     		No Relationship N/A NA 3,000
    CITY OF REFUGE BALTIMORE
    901 PONTIAC AVE
    BALTIMORE,MD21225     		No Relationship N/A NA 2,000
    CLEARBROOK
    1835 W CENTRAL RD
    ARLINGTON HEIGHTS,IL60005     		No Relationship N/A NA 2,200
    COLLEGE OF LAKE COUNTY FOUNDATION
    19351 W WASHINGTON ST
    GRAYSLAKE,IL600301981     		No Relationship N/A NA 5,000
    COMMUNITY ANTI DRUG COALITIONS OF A
    625 SLATERS LANE STE 300
    ALEXANDRIA,VA22314     		No Relationship N/A NA 5,000
    COMMUNITY FIRST FUND
    51 S DUKE ST STE 400
    LANCASTER,PA17602     		No Relationship N/A NA 2,500
    COMMUNITYHEALTH
    2611 W CHICAGO
    CHICAGO,IL60622     		No Relationship N/A NA 10,000
    COOK COUNTY HEALTH FOUNDATION
    1603 ORRINGTON AVE STE 500
    EVANSTON,IL60201     		No Relationship N/A NA 3,000
    CRISTO REY KANSAS CITY
    122 COMMERCE ST
    MONTGOMERY,AL63104     		No Relationship N/A NA 10,000
    CRYSTAL LAKE TEEN CENTER
    PO BOX 76408
    BALTIMORE,MD21275     		No Relationship N/A NA 2,200
    DOGS ON THE GO ASISTANCE DOGS
    37 PEABODY ST 206
    NASHVILLE,TN37210     		No Relationship N/A NA 2,200
    EASTERSEALS
    1939 W 13TH ST STE 300
    CHICAGO,IL60608     		No Relationship N/A NA 2,200
    EDUCATION IS FREEDOM
    1111 W MOCKINGBIRD LN STE 1300B
    DALLA,TX75247     		No Relationship N/A NA 7,500
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL63104     		No Relationship N/A NA 10,000
    ERIE FAMILY HEALTH CENTER
    1701 W SUPERIOR ST 3RD FL
    CHICAGO,IL60622     		No Relationship N/A NA 10,000
    FAMILY SERVICE OF LAKE COUNTY
    777 CENTRAL AVE STE 17
    HIGHLAND PARK,IL60035     		No Relationship N/A NA 15,000
    FAVORITE CHARITIES PROGRAM
    NA
    NA,IL00000     		No Relationship N/A NA 99,081
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC20090     		No Relationship N/A NA 65,000
    FOLDS OF HONOR FOUNDATION
    5800 N PATRIOT DR
    OWASSO,OK74055     		No Relationship N/A NA 3,000
    FORGOTTEN HARVEST
    21800 GREENFIELD RD
    OAK PARK,MI48237     		No Relationship N/A NA 10,000
    GIRLS ON THE RUN TWIN CITIES
    3433 BROADWAY ST NE STE 430
    MINNEAPOLIS,MN55413     		No Relationship N/A NA 5,000
    GLEANERS COMMUNITY FOOD BANK
    2131 BEAUFAIT ST
    DETROIT,MI48207     		No Relationship N/A NA 6,000
    GREAT LAKES ADAPTIVE SPORTS ASSOCIA
    24863 IRMA LEE CIRCLE 101
    LAKE FOREST,IL60045     		No Relationship N/A NA 10,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W ANN LURIE PLACE
    CHICAGO,IL60632     		No Relationship N/A NA 20,000
    GREATER WORCESTER COMMUNITY FOUNDAT
    370 MAIN ST STE 650
    WORCESTER,MA01608     		No Relationship N/A NA 6,000
    HAVE DREAMS
    515 BUSSE HIGHWAY STE 150
    PARK RIDGE,IL60068     		No Relationship N/A NA 2,200
    HEARTSTRINGS COMMUNITY FOUNDATION
    11599 S RIDGEVIEW RD
    OLATHE,KS66061     		No Relationship N/A NA 5,000
    HENDRICK FAMILY FOUNDATION
    6000 MONROE RD STE 100
    CHARLOTTE,NC28212     		No Relationship N/A NA 12,000
    HEROES LIKE HALEY
    PO BOX 723
    ARLINGTON HEIGHTS,IL60006     		No Relationship N/A NA 2,200
    HOLY TRINITY CATHOLIC CHURCH
    9150 PFLUMM RD
    LENEXA,KS66215     		No Relationship N/A NA 250
    HORIZONS FOR YOUTH
    703 W MONROE ST
    CHICAGO,IL60661     		No Relationship N/A NA 2,200
    HUNGER TASK FORCE
    201 S HAWLEY CT
    MILWAUKEE,WI53214     		No Relationship N/A NA 10,500
    INSPRIRING MINDS
    237 W FRONT ST
    YOUNGSTOWN,OH44503     		No Relationship N/A NA 6,500
    JOURNEYCARE
    405 LAKE ZURICH RD
    BARRINGTON,IL60010     		No Relationship N/A NA 5,000
    JUNIOR ACHIEVEMENT OF SOUTH CENTRAL
    115 EAST KING ST
    LANCASTER,PA17602     		No Relationship N/A NA 2,500
    KEEPING FAMILIES COVERED
    3250-B N OAK GROVE AVE
    WAUKEGAN,IL60087     		No Relationship N/A NA 2,200
    KENNEDY KRIEGER INSTITUTE
    707 N BROADWAY
    BALTIMORE,MD21205     		No Relationship N/A NA 15,000
    KEYSTONE HUMAN SERVICES
    4391 STURBRIDGE DR
    HARRISBURG,PA17110     		No Relationship N/A NA 10,000
    KOOL BOIZ FOUNDATION
    PO BOX 766
    YOUNGSTOWN,OH45111     		No Relationship N/A NA 6,500
    LAKE COUNTY CENTER FOR INDEPENDENT
    377 N SEYMOUR AVE
    MUNDELEIN,IL60060     		No Relationship N/A NA 5,000
    LAMBS FARM
    14245 W ROCKLAND RD
    LIBERTYVILLE,IL60048     		No Relationship N/A NA 10,000
    LANCASTER COUNTY COMMUNITY FOUNDATI
    24 W KING ST STE 201
    LANCASTER,PA17603     		No Relationship N/A NA 5,500
    LANDIS COMMUNITIES
    1001 E OREGON RD
    LITITZ,PA17543     		No Relationship N/A NA 2,500
    LEGAL AID CHICAGO
    120 S LASALLE ST STE 900
    CHICAGO,IL60603     		No Relationship N/A NA 7,500
    LEGAL AID OF NORTH CAROLINA
    224 N DAWSON ST
    RALEIGH,NC27601     		No Relationship N/A NA 7,500
    LG HEALTH FOUNDATION
    609 N CHERRY ST
    LANCASTER,PA17603     		No Relationship N/A NA 8,000
    LOVE INC OF LAKE COUNTY
    PO BOX 7796
    GURNEE,IL60031     		No Relationship N/A NA 2,200
    MAGGIES WIGS FOR KIDS OF MICHIGAN
    30130 HARPER AVE
    ST CLAIR SHORES,MI48081     		No Relationship N/A NA 5,500
    MCKENNAS SQUAD BEAUTY BAR
    6349 KNOB BEND DR
    GRAND BLANC,MI48439     		No Relationship N/A NA 2,500
    MELS CHARITIES INC
    W61N297 WASHINGTON AVE STE 2
    CEDARBURG,WI53012     		No Relationship N/A NA 10,500
    MISERCORDIA HEART OF MERCY
    6300 N RIDGE
    CHICAGO,IL60660     		No Relationship N/A NA 2,200
    MOTHERS TRUST FOUNDATION
    400 E ILLINOIS RD
    LAKE FOREST,IL60045     		No Relationship N/A NA 30,250
    NICASA
    31979 N FISH LAKE RD
    ROUND LAKE,IL60073     		No Relationship N/A NA 10,000
    NORTH CHICAGO COMMUNITY PARTNERS
    855 N SKOKIE HIGHWAY STE E
    LAKE BLUFF,IL60044     		No Relationship N/A NA 7,500
    NORTH SHORE UNIVERSITY HEALTH SYSTE
    1033 UNIVERSITY PL STE 450
    EVANSTON,IL60201     		No Relationship N/A NA 2,200
    OLD YOUNG NEWSBOYS GOODFELLOW ASSOC
    PO BOX 421
    MT CLEMENS,MI48046     		No Relationship N/A NA 5,500
    OMNI YOUTH SERVICES
    1111 W LAKE COOK RD
    BUFFALO GROVE,IL60089     		No Relationship N/A NA 20,000
    OPERATION BREAKTHROUGH
    3039 TROOST AVE
    KANSAS CITY,MO64109     		No Relationship N/A NA 5,000
    PA COLLEGE OF HEALTH SCIENCES
    850 GREENFIELD RD
    LANCASTER,PA17601     		No Relationship N/A NA 5,000
    PATIENT ACCESS NETWORK
    PO BOX 76408
    BALTIMORE,MD21275     		No Relationship N/A NA 3,000
    PATRICK SCHOONOVER HEARTH FOUNDATIO
    1060 COUNTY RD E W
    SHOREVIEW,MN55126     		No Relationship N/A NA 5,000
    PERNET FAMILY HEALTH SERVICE
    12 MILLBURY ST
    WORCESTER,MA01610     		No Relationship N/A NA 7,500
    PERSPECTIVES INC
    3381 GORHAM AVE
    ST LOUIS PARK,MN55426     		No Relationship N/A NA 5,000
    PROJECT MKC
    6961 SOUTHERN BLVD STE A
    YOUNGSTOWN,PA44512     		No Relationship N/A NA 6,500
    RASE PROJECT
    100 N CAMERON ST STE401-E
    HARRISBURG,PA17101     		No Relationship N/A NA 10,000
    RESCUE MISSION OF THE MAHONING VALL
    962 MARTIN LUTHER KING JR BLVD
    YOUNGSTOWN,OH44510     		No Relationship N/A NA 6,500
    ROLE MODEL MOVEMENT INC
    47 W POLK STE 100
    CHICAGO,IL60605     		No Relationship N/A NA 2,200
    RONALD MCDONALD HOUSE CHARITIES OF
    2502 CHERRY ST
    KANSAS CITY,MO64108     		No Relationship N/A NA 10,000
    ROSE BROOKS CENTER
    PO BOX 320599
    KANSAS CITY,MO64132     		No Relationship N/A NA 10,000
    SCHOLARSHIP AMERICA
    ONE SCHOLARSHIP WAY
    SAINT PETER,MN56082     		No Relationship N/A NA 104,600
    SECOND BRIDGE INC
    1530 CRABTREE LN
    CRYSTAL LAKE,IL60014     		No Relationship N/A NA 2,200
    SEDOL FOUNDATION
    18160 GAGES LAKE RD
    GAGES LAKE,IL60030     		No Relationship N/A NA 10,000
    SICKLE CELL DISEASE FOUNDATION
    1336 VICKERS RD
    TALLAHASSEE,FL32303     		No Relationship N/A NA 250
    SOUP MOBILE
    2423 S GOOD LATIMER
    DALLAS,TX75215     		No Relationship N/A NA 5,000
    SPANISH AMERICAN CIVIL ASSOCIATION
    453 S LIME ST STE A
    LANCASTER,PA17602     		No Relationship N/A NA 5,000
    TENNESSEE KIDNEY FOUNDATION
    37 PEABODY ST 206
    NASHVILLE,TN37210     		No Relationship N/A NA 5,000
    THE ACTUARIAL FOUNDATION
    475 N MARTINGALE RD STE 600
    SCHAUMBURG,IL60173     		No Relationship N/A NA 10,000
    THE BOULEVARD
    3456 W FRANLIN BLVD
    CHICAGO,IL60624     		No Relationship N/A NA 10,000
    THE CHILDRENS HEART FOUNDATION
    5 REVERE DR STE 200
    NORTHBROOK,IL60062     		No Relationship N/A NA 2,200
    THE DYSLEXIA FOUNDATION
    1 CLINTON PLACE
    NEW BEDFORD,MA02740     		No Relationship N/A NA 250
    THE GATHERING PLACE
    PO BOX 1222
    LANCASTER,PA17608     		No Relationship N/A NA 2,500
    THE LINDY INFANTE FOUNDATION
    6515 LONGSHORE LOOP 100
    DUBLIN,OH43017     		No Relationship N/A NA 6,000
    TU NIDITO CHILDREN AND FAMILY SERVI
    3922 N MOUNTAIN AVE
    TUCSON,AZ85719     		No Relationship N/A NA 14,000
    TURNING POINT INC
    PO BOX 1123
    MT CLEMENS,MI48046     		No Relationship N/A NA 8,000
    UNLIKELY HEROES HEADQUARTERS
    PO BOX 518
    GRAPEVINE,TX76099     		No Relationship N/A NA 50
    VOICES OF HOPE
    2545 N ST
    LINCOLN,NE06810     		No Relationship N/A NA 250
    WILLOW HOUSE
    2231 LAKESIDE DR
    BANNOCKBURN,IL60015     		No Relationship N/A NA 25,250
    WOMEN AND CHILDREN HORIZON INC
    2526 63RD ST
    KENOSHA,WI53143     		No Relationship N/A NA 2,200
    YOUTHBUILD
    2303 KEMBLE AVE
    NORTH CHICAGO,IL60064     		No Relationship N/A NA 2,200
    AMERICAN CANCER SOCIETY
    314 GOOD DR
    LANCSTER,PA17603     		No Relationship N/A NA 2,500
    BOYS GIRLS CLUB OF LAKE COUNTY
    18001 SHERIDAN RD STE 202
    NORTH CHICAGIO,IL60064     		No Relationship N/A NA 10,000
    Total .................................bullet 3a 1,334,181
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0   0 0
    4 Dividends and interest from securities....   0 14 32,356 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0   0 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a       		  0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 32,356 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    32,356
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 450


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    TRUSTMARK FOUNDATION
     
    Employer identification number

    36-3330631
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    TRUSTMARK FOUNDATION
          		Employer identification number
    36-3330631
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    TRUSTMARK INSURANCE COMPANY
     
    400 N FIELD DRIVE
     
    LAKE FOREST, IL60045

    		$ 1,574,160


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    TRUSTMARK FOUNDATION
          		Employer identification number

    36-3330631
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    TRUSTMARK FOUNDATION
          		Employer identification number

    36-3330631
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    TRUSTMARK FOUNDATION
    EIN:
    36-3330631
    Software ID:
    20012075
    Software Version:
    V1.0
    US Government Securities - End of Year Book Value:

    1,811,725
    US Government Securities - End of Year Fair Market Value:

    224,469
    State & Local Government Securities - End of Year Book Value:


    2,224,469
    State & Local Government Securities - End of Year Fair Market Value:


    224,469


    TY 2020 OtherAssetsSchedule
    Name:
    TRUSTMARK FOUNDATION
    EIN:
    36-3330631
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Other Asset 395 0 0


    TY 2020 OtherDecreasesSchedule
    Name:
    TRUSTMARK FOUNDATION
    EIN:
    36-3330631
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    Other 19,237


    TY 2020 OtherExpensesSchedule
    Name:
    TRUSTMARK FOUNDATION
    EIN:
    36-3330631
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Other Expense 712 0 0 712


    TY 2020 OtherIncomeSchedule2
    Name:
    TRUSTMARK FOUNDATION
    EIN:
    36-3330631
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Income 20,000 0 0