Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$12,368,187J 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) 1,335,290
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 408,134 408,134 0
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
396,668
b Gross sales price for all assets on line 6a 396,668
7 Capital gain net income (from Part IV, line 2)... 396,668
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)....... 0 0 0
12 Total. Add lines 1 through 11........ 2,140,092 804,802 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
List of Attached Documents:
// Content
2,318 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,318 0 0 0
25 Contributions, gifts, grants paid....... 1,335,774 1,335,774
26 Total expenses and disbursements. Add lines 24 and 25 1,338,092 0 0 1,335,774
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 802,000
b Net investment income (if negative, enter -0-) 804,802
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 338,540 219,363 219,363
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 11,227,647 Click to see attachment
List of Attached Documents:
// Content
12,148,824 		12,148,824
b Investments—corporate stock (attach schedule).......   0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,566,187 12,368,187 12,368,187
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 11,566,187 12,368,187
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 11,566,187 12,368,187
30 Total liabilities and net assets/fund balances (see instructions). 11,566,187 12,368,187
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
11,566,187
2
Enter amount from Part I, line 27a .....................
2
802,000
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
12,368,187
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,368,187
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Change in Value of Fidelity Account P 2023-01-01 2023-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 396,668 0 0 396,668
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       396,668
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 2 396,668
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 11,187
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 11,187
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 11,187
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 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.............. 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.......right arrow 9 11,187
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowDaniel Mandarino Telephone no.right arrow (847) 283-4131

Located atright arrow400 N FIELD DRIVELAKE FORESTIL ZIP+4right arrow60045
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
 
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
John WiklundClick to see attachment
List of Attached Documents:
// Content
Trustee Nominee
0.00 		0 0 0
400 FIELD DRIVE
LAKE FOREST,IL60045
Tayva BancroftClick to see attachment
List of Attached Documents:
// Content
Trustee Nominee
0.00 		0 0 0
400 FIELD DRIVE
LAKE FOREST,IL60045
Katie LicupClick to see attachment
List of Attached Documents:
// Content
Trustee Nominee
0.00 		0 0 0
400 Field Drive
LAKE FOREST,IL60045
Daniel MandarinoClick to see attachment
List of Attached Documents:
// Content
Chairperson
40.00 		0 0 0
400 FIELD DRIVE
LAKE FOREST,IL60045
Nina DurkinClick to see attachment
List of Attached Documents:
// Content
Trustee Nominee
0.00 		0 0 0
400 Field Drive
Lake Forest,IL60045
David WeickClick to see attachment
List of Attached Documents:
// Content
Trustee Nominee
0.00 		0 0 0
400 Field Drive
Lake Forest,IL60045
Jennifer DanielsClick to see attachment
List of Attached Documents:
// Content
Trustee Nominee
0.00 		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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
13,586,058
b
Average of monthly cash balances.......................
1b
278,951
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,865,009
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) Click to see attachment
List of Attached Documents:
// Content
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
13,865,009
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
207,975
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,657,034
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
682,852
Part X
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 IX, line 6..................
1
682,852
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11,187
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
11,187
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
671,665
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
671,665
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
671,665
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,335,774
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
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) Click to see attachment
List of Attached Documents:
// Content
.................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,335,774
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 671,665
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 8,681
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 924,931
b From 2019...... 1,023,835
c From 2020...... 1,247,159
d From 2021...... 1,171,242
e From 2022...... 1,111,483
f Total of lines 3a through e ........ 5,478,650
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,335,774
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 671,665
e Remaining amount distributed out of corpus 664,109
5 Excess distributions carryover applied to 2023.    
(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 6,142,759
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		8,681
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		6,142,759
10 Analysis of line 9:
a Excess from 2019.... 1,023,835
b Excess from 2020.... 1,247,159
c Excess from 2021.... 1,171,242
d Excess from 2022.... 1,111,483
e Excess from 2023.... 664,109
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 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 IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
23RD Veteran


24 N 21ST AVE W
DULUTH,MN55806 		No Relationship N A Contribution provided 5,000
29 Acres


3000 Moseley Rd
Cross Roads,TX76227 		No Relationship N A Contribution provided 5,000
A Safe Place


2710 17TH ST
ZION,IL60099 		No Relationship N A Contribution provided 35,000
ACTS Housing


2414 W VILET
MILWAUKEE,WI53205 		No Relationship N A Contribution provided 5,000
Adaptive Sports Program of Ohio


2148 Eagle Pass Suite C
Wooster,OH44961 		No Relationship N A Contribution provided 142
Alameda County Community Food Bank


PO Box 2599
Oakland,CA94614 		No Relationship N A Contribution provided 260
ALIVE Rescue


P O Box 39111
Chicago,IL60639 		No Relationship N A Contribution provided 500
Allendale Association


PO BOX 1088
LAKE VILLA,IL60046 		No Relationship N A Contribution provided 15,000
ALS Association


PO Box 37022
Boone,IA50037 		No Relationship N A Contribution provided 358
Alzheimer's Association


225 N MICHIGAN AVE FLOOR 17
CHICAGO,IL60601 		No Relationship N A Contribution provided 766

Alzheimers Association Walk to End Alzheimers

225 N MICHIGAN AVE FLOOR 17
CHICAGO,IL60601 		No Relationship N A Contribution provided 2,500
American Cancer Society


225 N MICHIGAN AVE FLOOR 17
CHICAGO,IL60601 		No Relationship N A Contribution provided 625
American Cancer Society National


225 N MICHIGAN AVE FLOOR 17
CHICAGO,IL60601 		No Relationship N A Contribution provided 1,008
American Diabetes Association


P O Box 7023
Merrifield,VA22116 		No Relationship N A Contribution provided 250

American Foundation for Suicide Prevention

1045 PARK AVENUE
NEW YORK,NY10028 		No Relationship N A Contribution provided 625
American Heart Association


7272 Greenville Avenue
DALLAS,TX75231 		No Relationship N A Contribution provided 262
Animal House Rescue


P O Box 264
Wauseon,OH43567 		No Relationship N A Contribution provided 500

Ascension Alexian Housing and Health Alliance

825 W Wellington Ave
Chicago,IL60657 		No Relationship N A Contribution provided 15,000
Association of Zoos and Aquariums


8403 Colesville Rd Ste 710
Silver Spring,MD20910 		No Relationship N A Contribution provided 1,000
Autism on the Seas Foundation Inc


494 Bridgeport Ave Suite 101 346
Shelton,CT06484 		No Relationship N A Contribution provided 500
Avon Cares Food Pantry


433 E Washington St
Round Lake Park,IL60073 		No Relationship N A Contribution provided 395
Beacon Place


603 S MCALISTER
WAUKEGAN,IL60085 		No Relationship N A Contribution provided 25,000
Bench Mark Program


102 S Prince Street East
Lancaster,PA17603 		No Relationship N A Contribution provided 5,000
Bernie's Book Bank


917 NORTH SHORE DRIVE
LAKE BLUFF,IL60044 		No Relationship N A Contribution provided 20,000
Bernie's Book Bank


917 NORTH SHORE DRIVE
LAKE BLUFF,IL60044 		No Relationship N A Contribution provided 2,683
Big Brothers Big Sisters Lone Star


5001 LBJ Fwy Ste 450
Dallas,TX75244 		No Relationship N A Contribution provided 5,000
Bob's House for Dogs


PO Box 15
Eau Claire,WI54702 		No Relationship N A Contribution provided 65
Boys Girls Club of Lake County


18001 SHERIDAN ROAD STE 202
NORTH CHICAGO,IL60064 		No Relationship N A Contribution provided 20,000
Brotherhood Against Drugs


1100 Boulder Ct
Lansing,MI48917 		No Relationship N A Contribution provided 1,000
Brotherhood Against Drugs


1100 Boulder Ct
Lansing,MI48917 		No Relationship N A Contribution provided 436

Capoeira and Brazilian Cutural Arts Center

1016 N Broad St
New Orleans,LA70119 		No Relationship N A Contribution provided 500
Caring for Kids


335 Prairie Ave
Winthrop Harbor,IL60096 		No Relationship N A Contribution provided 5,000
Carrie Tingly Hospital Foundation


700 Lomas Blvd NE Bldg 2 22
Albuquerque,NM87102 		No Relationship N A Contribution provided 500
Carthage College


2001 Alford Park Dr
Kenosha,WI53140 		No Relationship N A Contribution provided 1,735
CASA of Lake County


700 FOREST EDGE DRIVE
VERNON HILLS,IL60061 		No Relationship N A Contribution provided 30,000
Catholic Charities Lake County


671 S LEWIS AVE
WAUKEGAN,IL60085 		No Relationship N A Contribution provided 2,420

Catholic Charities Worcester County

10 Hammond St
Worcester,MA01610 		No Relationship N A Contribution provided 330

Cavaliers in Action at Piqua Catholic School

503 W North St
Piqua,OH45356 		No Relationship N A Contribution provided 500
CHASING CHAD


W243n2724 Creekside Dr
Pewaukee,WI53072 		No Relationship N A Contribution provided 1,656

Chicago Cheetahs Bldg Strong Women Ldrs

811 East Grand Avevue
Bensenville,IL60106 		No Relationship N A Contribution provided 1,303

Chicago Waldorf School Development Dept

1300 W Loyola Avenue
Chicago,IL60626 		No Relationship N A Contribution provided 59
College of Lake County Foundation


19351 WEST WASHINGTON STREET
Grayslake,IL600301198 		No Relationship N A Contribution provided 10,000
CommunityHealth


2611 W CHICAGO
CHICAGO,IL60622 		No Relationship N A Contribution provided 20,000
Compass to Care


6323 N Avondale Ave Ste 25
Chicago,IL60631 		No Relationship N A Contribution provided 5,000

Council for Native Hawaiian Advancement

91 1270 Kinoiki Street Ste 1
Kapolei,HI96707 		No Relationship N A Contribution provided 65

Crystal Lake Teen Center aka The Break

6292 Northwest Hwy
CRYSTAL LAKE,IL60014 		No Relationship N A Contribution provided 5,000
Dogs on the Go Assistance Dogs


720 S Eastwood Dr 175
Woodstock,IL60098 		No Relationship N A Contribution provided 375
Dogs on the Go Assistance Dogs


720 S Eastwood Dr 175
Woodstock,IL60098 		No Relationship N A Contribution provided 7,500

Eastern Pennsylvania Down Syndrome Center

6900 Hamilton Blvd
Trexlertown,PA18087 		No Relationship N A Contribution provided 2,500

Erie Family Health Centers formerly HealthReach

1701 WEST SUPERIOR STREET 3RD FL
CHICAGO,IL60622 		No Relationship N A Contribution provided 10,000
Every Meal


2723 Patton Rd
Roseville,MN55113 		No Relationship N A Contribution provided 10,000
Extra Special People


189 VFW Drive
Watkinsville,GA30677 		No Relationship N A Contribution provided 5,000
Feed My People Food Bank


2610 Alpine Road
Eau Claire,WI54703 		No Relationship N A Contribution provided 65
Feed My Starving Children


742 E Park Ave
Libertyville,IL60048 		No Relationship N A Contribution provided 5,000
Feed My Starving Children


742 E Park Ave
Libertyville,IL60048 		No Relationship N A Contribution provided 1,234
Firefighters for Healing


PO Box 374
Champlin,MN55316 		No Relationship N A Contribution provided 5,000
Firefighters for Healing


PO Box 374
Champlin,MN55316 		No Relationship N A Contribution provided 500
Focus on Community


1240 Washington Ave
Racine,WI53403 		No Relationship N A Contribution provided 5,000
Focus on Community


1240 Washington Ave
Racine,WI53403 		No Relationship N A Contribution provided 33
Food Bank of Iowa


2220 E 17th St
Des Moines,IA50316 		No Relationship N A Contribution provided 37
Fox Valley Helping Paws


2500 Harding Ln
Woodstock,IL60098 		No Relationship N A Contribution provided 221
Fremont Public Library


1170 N Midlothian Rd
Mundelein,IL60060 		No Relationship N A Contribution provided 1,524
Gateway Foundation


55 E Jackson Blvd Suite 1500
Chicago,IL60604 		No Relationship N A Contribution provided 500
Girls on the Run Minnesota


3433 Broadway St NE Ste 430
Minneapolis,MN55413 		No Relationship N A Contribution provided 2,500
Gleaners Community Food Bank


2131 Beaufait
Detroit,MI48207 		No Relationship N A Contribution provided 10,000
God's Garage


2106 E Davis St
Conroe,TX77301 		No Relationship N A Contribution provided 2,500
Greater Twin Cities United Way


404 S 8th St
Minneapolis,MN55404 		No Relationship N A Contribution provided 924
Gwyneth's Gift Foundation


2217 Princess Anne St Ste 101
Fredericksburg,VA22401 		No Relationship N A Contribution provided 5,000
Haritage Park Zoologial Sanctuary


1403 Heritage Park Rd
Prescott,AZ86301 		No Relationship N A Contribution provided 500
HAVE DREAMS


515 BUSSE HIGHWAY SUITE 150
PARK RIDGE,IL60068 		No Relationship N A Contribution provided 5,000
Healing Soils Foundation


708 Church Street Suite 234
Evanston,IL60204 		No Relationship N A Contribution provided 1,833
Heartland Animal Shelter


586 Palwaukee Dr
Wheeling,IL60090 		No Relationship N A Contribution provided 500

Herma Heart Institute-Childrens WI Fndtn

PO Box 1997
Milwaukee,WI53201 		No Relationship N A Contribution provided 128
Hoffman Homes for Youth


815 Orphanage Rd
Littlestown,PA17340 		No Relationship N A Contribution provided 10,000
HomePlate Youth Services


12520 SW 3rd St
Beaverton,OR97005 		No Relationship N A Contribution provided 10,000
Icing Smiles Inc


7500 Montpelier Rd Ste 105 345
Laurel,MD20723 		No Relationship N A Contribution provided 2,500
It's About Caring for Kids


444 E Algonquin Rd
ARLINGTON HEIGHTS,IL60005 		No Relationship N A Contribution provided 754
Jewels Academy


1620 Pleasant St Ste 216
Des Moines,IA50314 		No Relationship N A Contribution provided 2,500

Josselyn formerly Family Services of Lake County

405 Central Avenue
Northfield,IL60093 		No Relationship N A Contribution provided 20,000
JOURNEYS - The Road Home


1140 E Northwest Hwy
Palatine,IL60074 		No Relationship N A Contribution provided 10,000

Juvenile Diabetes Research Foundation

200 Vesey St 28th Fl
New York,NY10281 		No Relationship N A Contribution provided 1,000
KC Angels


15621 W 87th St Pkwy 238
Lenexa,KS66219 		No Relationship N A Contribution provided 500
Keeping Families Covered


3250 B N OAK GROVE AVE
WAUKEGAN,IL60087 		No Relationship N A Contribution provided 5,000
Keeping Families Covered


3250 B N OAK GROVE AVE
WAUKEGAN,IL60087 		No Relationship N A Contribution provided 500
Kenosha County Humane Society


7811 60th Ave
Kenosha,WI53142 		No Relationship N A Contribution provided 783
Kenosha Human Development Services


3536 52nd Street
Kenosha,WI53144 		No Relationship N A Contribution provided 10,000
Kenosha Literacy Council


2419 63rd St
Kenosha,WI53143 		No Relationship N A Contribution provided 1,628
Khan Academy


PO Box 1630
Mountain View,CA94042 		No Relationship N A Contribution provided 232
Kool Boiz Foundation


11 West Federal St Ste 604
Youngstown,OH44503 		No Relationship N A Contribution provided 2,500

Lake County Center for Independent Living

377 N SEYMOUR AVENUE
Mundelein,IL60060 		No Relationship N A Contribution provided 10,000
Lake County Haven


PO BOX 127
Libertyville,IL60048 		No Relationship N A Contribution provided 30,000
Lakeland Animal Shelter


P O Box 1000
Elkhorn,WI53121 		No Relationship N A Contribution provided 500
Lambs Farm


14245 W ROCKLAND RD
Libertyville,IL60048 		No Relationship N A Contribution provided 20,000
Leg Up Farm


4880 N Sherman Street
Mount Wolf,PA17347 		No Relationship N A Contribution provided 100
Legal Aid Chicago


120 S LASALLE STREET STE 900
CHICAGO,IL60603 		No Relationship N A Contribution provided 10,000
Leave No Trace


PO Box 997
Boulder,CO80306 		No Relationship N A Contribution provided 1,000
Leukemia Research Foundation


191 Waukegan Road Suite 105
Northfield,IL60093 		No Relationship N A Contribution provided 49
Life Lessons Scholarship Program


1530 Wilson Blvd Ste 1060
Arlington,VA22209 		No Relationship N A Contribution provided 1,000
Lost Paws Animal Rescue


P O Box 128
Pittstown,NJ08867 		No Relationship N A Contribution provided 500
Love Inc of Lake County


PO Box 7796
Gurnee,IL60031 		No Relationship N A Contribution provided 500
Love Inc of Lake County


PO Box 7796
Gurnee,IL60031 		No Relationship N A Contribution provided 5,000
Lowe Syndrome Association


8190 Beechmont Ave Ste 111
Cincinnati,OH45255 		No Relationship N A Contribution provided 1,000
Loyola Academy


1100 Laramie Ave
Wilmette,IL60091 		No Relationship N A Contribution provided 3,224
Lurie Childrens Hospital


225 E Chicago Ave
Chicago,IL60611 		No Relationship N A Contribution provided 183
Madi's House


2360 Kipling Ave
Cincinnati,OH45239 		No Relationship N A Contribution provided 5,000
Maine Needs


PO Box 4174
Portland,ME04101 		No Relationship N A Contribution provided 5,000

Make a Wish Foundation of the Panhandle

2607 Wolflin Ave
Amarillo,TX79109 		No Relationship N A Contribution provided 2,500
Make-A-Wish America


640 N La Salle Dr Ste 280
Chicago,IL60654 		No Relationship N A Contribution provided 77
Mary's Safe Haven


2109 Cincinnati Rd
Georgetown,KY40324 		No Relationship N A Contribution provided 10,000
Mary's Safe Haven


2109 Cincinnati Rd
Georgetown,KY40324 		No Relationship N A Contribution provided 130
Matthew 25 Ministries


11060 Kenwood Rd
Cincinnati,OH45242 		No Relationship N A Contribution provided 65
Matthias Academy


12603 224th Ave
Benet lake,WI53102 		No Relationship N A Contribution provided 625
Matthias Academy Corporation


12603 224th Ave
Benet Lake,WI53102 		No Relationship N A Contribution provided 5,000
Meals On Wheels of Tampa


5320 North Blvd
Tampa,FL33603 		No Relationship N A Contribution provided 7,500
Mel's Charities


W61N297 Washington Ave 2
Cedarburg,WI53012 		No Relationship N A Contribution provided 519
Mel's Charity


W61 N297 Washington Ave
CEDARBURG,WI53012 		No Relationship N A Contribution provided 5,000
Mercy Home


1140 W Jackson Blvd
CHICAGO,IL60607 		No Relationship N A Contribution provided 1,794
Midwest Access Coalition


PO Box 408363
Chicago,IL60640 		No Relationship N A Contribution provided 1,833
MLB of Glenview


1948 Lehigh Ave Ste D
Glenview,IL60026 		No Relationship N A Contribution provided 10,000
MOAB House


PO Box 3294
Boardman,OH44513 		No Relationship N A Contribution provided 5,000
Mothers Trust Foundation


400 E Illinois Road
Lake Forest,IL60045 		No Relationship N A Contribution provided 30,000
My Community Kitchen


551 Mahoning Avenue
Yourngstown,OH44502 		No Relationship N A Contribution provided 49

National Alliance of Mental Illness

NCL Dunwoody PO Box 888792
Dunwoody,GA30356 		No Relationship N A Contribution provided 5,000
National Breast Cancer Foundation


7460 Warren Parkway Suite 150
Frisco,TX75034 		No Relationship N A Contribution provided 625
National Forest Foundation


27 Fort Missoula Rd Ste 3
Missoula,MT59804 		No Relationship N A Contribution provided 500

National MS Society - Wisconsin Chapter

1120 James Dr Ste A
Hartland,WI53029 		No Relationship N A Contribution provided 366
Nicasa


31979 N FISH LAKE ROAD
ROUND LAKE,IL60073 		No Relationship N A Contribution provided 20,000
Niles Metropolitan Chorus


6801 N Milwaukee Ave 710
Niles,IL60714 		No Relationship N A Contribution provided 500
North Chicago Community Partners


855 N SKOKIE HIGHWAY STE E
LAKE BLUFF,IL60044 		No Relationship N A Contribution provided 25,000
North Suburban Legal Aid Clinic


3500 Western Ave Ste 2A
Highland Park,IL60035 		No Relationship N A Contribution provided 10,000
Northern Illinois Food Bank


273 Dearborn Ct
Geneva,IL60134 		No Relationship N A Contribution provided 40,000
Northern Illinois Food Bank


273 DEARBORN COURT
Geneva,IL60134 		No Relationship N A Contribution provided 625
Northern Illinois Food Bank


274 DEARBORN COURT
Geneva,IL60135 		No Relationship N A Contribution provided 1,887
Northfield Township Food Pantry


2550 Waukegan Rd Ste 100
Glenview,IL60025 		No Relationship N A Contribution provided 1,640
Oasis for Orphans


PO Box 1144
Wheaton,IL60187 		No Relationship N A Contribution provided 4,501
Omni Youth Services


1111 W LAKE COOK ROAD
BUFFALO GROVE,IL60089 		No Relationship N A Contribution provided 25,000

Pads to Hope DBA-Journeys The Road Home

1140 East Northwest Highway
Palatine,IL60074 		No Relationship N A Contribution provided 531
Patrick Schoonover Heart Foundation


1060 County Rd E W
Shoreview,MN55126 		No Relationship N A Contribution provided 5,000
Pink Ribbon Good


350 Huls Dr
Dayton,OH45315 		No Relationship N A Contribution provided 5,000
Planned Parenthood of Illinois


17 N State Street Suite 500
Chicago,IL60602 		No Relationship N A Contribution provided 375
Portland Homeless Family Solutions


6220 SE 92nd Ave
Portland,OR97266 		No Relationship N A Contribution provided 10,000
Project Angel Hugs


307 E Mill St 1
Plymouth,WI53073 		No Relationship N A Contribution provided 650
Rebuilding Together


500 Lake St
EVANSTON,IL60201 		No Relationship N A Contribution provided 10,000
Red Bank Charter School Foundation


58 Oakland St
Red Bank,NJ07701 		No Relationship N A Contribution provided 2,500
Rescue Mission of Mahoning County


1300 Martin Luther King Jr Blvd
Youngstown,OH44510 		No Relationship N A Contribution provided 49
Rock Steady Boxing


6847 Hillsdale Ct
Indianapolis,IN46250 		No Relationship N A Contribution provided 2,500
Salvation Army - Worcester


72 Cambridge St
WORCESTER,MA01603 		No Relationship N A Contribution provided 291
Samaritan's Purse


P O Box 3000
Boone,NC28607 		No Relationship N A Contribution provided 354
Save-A-Pet


31664 N Fairfield Rd
Grayslake,IL60030 		No Relationship N A Contribution provided 133
Scholarship America


ONE SCHOLARSHIP WAY
SAINT PETER,MN56082 		No Relationship N A Contribution provided 110,965
Second Harvest Food Bank


2805 Sat Springs Road
Youngstown,OH44509 		No Relationship N A Contribution provided 470

Second Harvest Food Bank of Metrolina

500 B Spratt Street
Charlotte,NC28206 		No Relationship N A Contribution provided 91
SEDOL Foundation


18160 GAGES LAKE ROAD
GAGES LAKE,IL60030 		No Relationship N A Contribution provided 15,000
Shalom Center


4314 39th Avenue
Kenosha,WI53144 		No Relationship N A Contribution provided 70
Signature Healthcare Foundation


12369 Old Tesson Road Suite 115
St Louis,MO63128 		No Relationship N A Contribution provided 500
Southern Lakes Area Love Inc


480 S Pine St
Burlington,WI53105 		No Relationship N A Contribution provided 5,000

Spina Bifida Association Of Kentucky

982 Eastern Pkwy Ste 18
Louisville,KY40217 		No Relationship N A Contribution provided 5,000
St Joseph catholic church


121 E Maple Ave
Libertyville,IL60048 		No Relationship N A Contribution provided 3,800
St Joseph catholic church


121 E Maple Ave
Libertyville,IL60048 		No Relationship N A Contribution provided 1,000
The Actuarial Foundation


475 N MARTINGALE RD STE 600
SCHAUMBURG,IL601732226 		No Relationship N A Contribution provided 10,000
The Actuarial Foundation


475 N MARTINGALE RD STE 600
SCHAUMBURG,IL601732226 		No Relationship N A Contribution provided 942

The Boulevard formerly Interfaith House

3456 W FRANKLIN BLVD
CHICAGO,IL60624 		No Relationship N A Contribution provided 15,000
The Buddy Foundation


65 W Seegers Road
Arlington Heights,IL60005 		No Relationship N A Contribution provided 242
The Carroll Center for the blind


770 Centre St
Newton,MA02458 		No Relationship N A Contribution provided 5,000
The Children's Heart Foundation


5 REVERE DRIVE STE 200
NORTHBROOK,IL60062 		No Relationship N A Contribution provided 5,000
The Children's Heart Foundation


620 Margate Dr
Lincolnshire,IL60069 		No Relationship N A Contribution provided 2,600
The Giving Trees International


14869 NW Vance Drive
Portland,OR97229 		No Relationship N A Contribution provided 1,000

The Hap Foundation formerly Journey Care

18W140 Butterfield Rd Ste 1120
Oakbrook Terrace,IL60181 		No Relationship N A Contribution provided 10,000

The National Multiple Sclerosis Society

PO Box 91891
Washington,DC20090 		No Relationship N A Contribution provided 1,000
The VFW - Veterans of Foreign Wars


PO Box 2002
Milford,NH03055 		No Relationship N A Contribution provided 1,000
Threshold Choir


PO Box 8496
Santa Rosa,CA95407 		No Relationship N A Contribution provided 76
Together We Cope


17010 Oak Park Ave
Tinley Park,IL60477 		No Relationship N A Contribution provided 1,303
Trumbull Neighborhood Partnership


736 Mahoning Ave NW
Warren,OH44483 		No Relationship N A Contribution provided 5,000
Turning Point


11019 US 14
Woodstock,IL60098 		No Relationship N A Contribution provided 74
United Way of Central New Mexico


2340 Alamo Ave SE
Albuquerque,NM87106 		No Relationship N A Contribution provided 1,300

United Way of Greater McHenry County IL

4508 Prime Pkwy
McHenry,IL60050 		No Relationship N A Contribution provided 188
United Way of Lake County


330 S GREENLEAF ST
GURNEE,IL60031 		No Relationship N A Contribution provided 130,000
United Way of Lake County


330 S GREENLEAF ST
GURNEE,IL60031 		No Relationship N A Contribution provided 8,101
United Way Of Metro Chicago


333 S Wabash Avenue 30th Floor
Chicago,IL60604 		No Relationship N A Contribution provided 59
United Way of North Carolina


875 Walnut St Ste 150
Cary,NC27511 		No Relationship N A Contribution provided 239

UW of Greater Milwaukee & Waukesha Cnty

225 W Vine St
Milwaukee,WI53212 		No Relationship N A Contribution provided 325
VEAP


9600 ALDRICH AVENUE
BLOOMINGTON,MN55420 		No Relationship N A Contribution provided 30,000
VEAP


9600 ALDRICH AVENUE
BLOOMINGTON,MN55420 		No Relationship N A Contribution provided 500
VEAP


9600 ALDRICH AVENUE
BLOOMINGTON,MN55420 		No Relationship N A Contribution provided 650

VEDA Vestibular Disorders Association

5018 NE 15th Ave
Portland,OR97211 		No Relationship N A Contribution provided 1,000
Wabash College


301 W Wabash Ave
Crawfordsville,IN479330352 		No Relationship N A Contribution provided 676
Walkin' In My Shoes


2211 50th St
Kenosha,WI53140 		No Relationship N A Contribution provided 768
Warhawk PTSD Service Dogs


PO Box 1322
Bartlesville,OK74005 		No Relationship N A Contribution provided 1,000
Warren Family Mission


1228 W Market St
Warren,OH44485 		No Relationship N A Contribution provided 58
Willow House


2231 LAKESIDE DRIVE
BANNOCKBURN,IL60015 		No Relationship N A Contribution provided 30,000
Wounded Warrior Project


4899 Belfort Road Suite 300
Jacksonville,FL32256 		No Relationship N A Contribution provided 1,121
YMCA of Tuscaloosa


2300 13th St
Tuscaloosa,AL35401 		No Relationship N A Contribution provided 2,500
Youngstown Blue Coats


PO Box 224
Hubbard,OH44425 		No Relationship N A Contribution provided 7,500
Youth and Family Counseling


1113 S MILWAUKEE AVE 104
Libertyville,IL60048 		No Relationship N A Contribution provided 30,000
Youth Outlook


1828 Old Naperville Rd
Naperville,IL60563 		No Relationship N A Contribution provided 5,000
YouthLink


41 N 12th St
Minneapolis,MN55403 		No Relationship N A Contribution provided 905

Zacharias Sexual Abuse Center Formerly Lacasa

4275 OLD GRAND AVE
GURNEE,IL60031 		No Relationship N A Contribution provided 20,000
Animal Charity of Ohio Inc


1255 23rd Street
Suite 450
Washington,DC20037 		No Relationship N A Contribution provided 470
Kindred Kitties Ltd


614 59th St
Kenosha,WI53140 		No Relationship N A Contribution provided 390
ASPCA


PO Box 96929
Washington,DC200906929 		No Relationship N A Contribution provided 772
Boys and Girls Club of Kenosha


1330 52nd Street
Kenosha,WI53140 		No Relationship N A Contribution provided 2,196

Big Brothers Big Sisters of Metropolitian Chicago

560 W LAKE STREET
5TH FLOOR
CHICAGO,IL60661 		No Relationship N A Contribution provided 10,000
Balance Inc


1350 14th Ave
4
Grafton,WI53024 		No Relationship N A Contribution provided 5,000
GLASA


24863 IRMA LEE CIRCLE 101
Lake Forest,IL60045 		No Relationship N A Contribution provided 15,000
Catholic Charities Lake County


671 S LEWIS AVE
WAUKEGAN,IL60085 		No Relationship N A Contribution provided 25,000
Cristo Rey St Martin School


3106 Belvidere Rd
Waukegan,IL60085 		No Relationship N A Contribution provided 2,763
Infants Remembered in Silence Inc


218 Third Ave
NW
Faribault,MN55021 		No Relationship N A Contribution provided 5,000
Ken Anderson AllianceAutism Rocks


6940 Plainfield Rd
Cincinnati,OH45236 		No Relationship N A Contribution provided 7,500
Ronald McDonald House Charities Inc


1 Kroc Dr
Oak Brook,IL60523 		No Relationship N A Contribution provided 65
Red Bank Charter School CCO


58 Oakland St
Red Bank,NJ07701 		No Relationship N A Contribution provided 800
Milwaukee Urban League


435 W North Ave
Milwaukee,WI53212 		No Relationship N A Contribution provided 75

Michael J Fox Foundation for Parkinsons Research

Grand Central Station P O Box 4777
New York,NY10163 		No Relationship N A Contribution provided 1,500
Mercy Health Foundation


7676 Market St
Boardman,OH44512 		No Relationship N A Contribution provided 625
Merrick Inc


3210 Labore Rd
Vadnais Heights,MN55110 		No Relationship N A Contribution provided 5,000
National Association on Drug Abuse


355 Lexington Ave 2nd Fl
New York,NY10017 		No Relationship N A Contribution provided 5,000
Northshore University HealthSystem


1033 University Place Suite 450
Evanston,IL60201 		No Relationship N A Contribution provided 1,000
St Jude Childrens Research Hospital


5501 N Cumberland Ave Ste 101
Chicago,IL60656 		No Relationship N A Contribution provided 1,976
The Marcus Foundation


7 Cutler St
Hopedale,MA01747 		No Relationship N A Contribution provided 1,000
United Way of the Low Country


P O Box 202
Beaufort,SC29901 		No Relationship N A Contribution provided 500
Vested Interest in K9s Inc


PO Box 9
East Taunton,MA02718 		No Relationship N A Contribution provided 1,000
YWCA EvanstonNorth Shore


1215 Church Street
Evanston,IL60201 		No Relationship N A Contribution provided 500
LGBTQ Center Lake County


PO Box 593
Grayslake,IL60030 		No Relationship N A Contribution provided 5,000
Youth Services of GlenviewNorthbro


3080 West Lake Ave
Glenview,IL60026 		No Relationship N A Contribution provided 5,000
Association of Independent Baptist


651 E Pells St
Paxton,IL60957 		No Relationship N A Contribution provided 230
Total .................................right arrow 3a 1,335,774
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a     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   0 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 0 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
0
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
 
(2) Other assets.................................
1a(2)
 
 
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
 
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
 
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
 
(4) Reimbursement arrangements...........................
1b(4)
 
 
(5) Loans or loan guarantees.............................
1b(5)
 
 
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
 
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
 
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017649
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 1,335,290


(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 InvestmentsGovtObligationsSch
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
23017649
Software Version:
V2.0
US Government Securities - End of Year Book Value:

11,227,647
US Government Securities - End of Year Fair Market Value:

12,148,824
State & Local Government Securities - End of Year Book Value:


12,148,824
State & Local Government Securities - End of Year Fair Market Value:


12,148,824


TY 2023 OtherAssetsSchedule
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
23017649
Software Version:
V2.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Other Asset 0 0 0
Other Assets 0 0 0


TY 2023 OtherExpensesSchedule
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
23017649
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Other Expense 2,318 0 0 0