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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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)

(847) 615-1500
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$13,466,560J 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) 1,808,896
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 518,599 0 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
22,831
b Gross sales price for all assets on line 6a 22,831
7 Capital gain net income (from Part IV, line 2)... 22,831
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
List of Attached Documents:
// Content
13,200 0 0
12 Total. Add lines 1 through 11........ 2,363,526 22,831 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)... Click to see attachment
List of Attached Documents:
// Content
11,202 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
1,526 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,728 0 0 0
25 Contributions, gifts, grants paid....... 1,517,143 1,517,143
26 Total expenses and disbursements. Add lines 24 and 25 1,529,871 0 0 1,517,143
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 833,655
b Net investment income (if negative, enter -0-) 22,831
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 219,363 351,939 351,939
2 Savings and temporary cash investments.........   1,431,995 1,431,995
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     18,672 18,672
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) 12,148,824 Click to see attachment
List of Attached Documents:
// Content
2,132,475 		2,132,475
b Investments—corporate stock (attach schedule)....... 0 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 Click to see attachment
List of Attached Documents:
// Content
9,531,479 		9,531,479
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) 12,368,187 13,466,560 13,466,560
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........... 12,368,187 13,466,560
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)..... 12,368,187 13,466,560
30 Total liabilities and net assets/fund balances (see instructions). 12,368,187 13,466,560
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
12,368,187
2
Enter amount from Part I, line 27a .....................
2
833,655
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
264,718
4
Add lines 1, 2, and 3 ..........................
4
13,466,560
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
13,466,560
Form 990-PF (2024)
Form 990-PF (2024)
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 Public Traded Securities      
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 22,831 0 0 22,831
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       22,831
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 22,831
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) 1 317
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........................... 3 317
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- ..... 5 317
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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 9 317
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
13,669,271
b
Average of monthly cash balances.......................
1b
285,651
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,954,922
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
13,954,922
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
209,324
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,745,598
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
687,280
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
687,280
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
317
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
317
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
686,963
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
686,963
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
686,963
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
1,517,143
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
1,517,143
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 686,963
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,023,835
b From 2020...... 1,247,159
c From 2021...... 1,171,242
d From 2022...... 1,111,483
e From 2023...... 664,109
f Total of lines 3a through e ........ 5,217,828
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,517,143
a Applied to 2023, 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 2024 distributable amount..... 686,963
e Remaining amount distributed out of corpus 830,180
5 Excess distributions carryover applied to 2024.    
(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 6,048,008
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,048,008
10 Analysis of line 9:
a Excess from 2020.... 1,247,159
b Excess from 2021.... 1,171,242
c Excess from 2022.... 1,111,483
d Excess from 2023.... 664,109
e Excess from 2024.... 830,180
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

CARPLS

17 N State St Suite 1850
Chicago,IL60602 		No Relationship N A Contribution provided 5,000

The Jared Box Project

129 Fenwick Dr
Port Matilda,PA16870 		No Relationship N A Contribution provided 1,000

Capoeira and Brazilian Cultural Arts Ctr

1016 N Broad St Unit C
New Orleans,LA70119 		No Relationship N A Contribution provided 2,000

Neighborhood Strings

323 Main St
Worcester,MA01608 		No Relationship N A Contribution provided 2,000

Rocket Academy Governance Council Inc

321 N 2nd Street
Cedar Grove,WI53013 		No Relationship N A Contribution provided 2,000

Future Cycle Breakers

PO Box 291
Valparaiso,IN46385 		No Relationship N A Contribution provided 2,000

Gyrls In The HOOD Foundation

605 E 71st
Chicago,IL60619 		No Relationship N A Contribution provided 7,500

Whitehouse Alano Club

1400 Pennsylvania Ave
Des Moines,IA50316 		No Relationship N A Contribution provided 2,000

Rhinos Foundation

PO Box 689
River Falls,WI54022 		No Relationship N A Contribution provided 7,500

ESP Cancer Outreach Inc

1203 Lake Ridge Lane
Atlanta,GA30338 		No Relationship N A Contribution provided 5,000

One Health Ohio

726 Wick Ave
Youngstown,OH44505 		No Relationship N A Contribution provided 5,000

The MFDM Foundation

346 Broadway St
Loveland,OH45140 		No Relationship N A Contribution provided 2,000

National Multiple Sclerosis Society

525 W Monroe St 1510
Chicago,IL60661 		No Relationship N A Contribution provided 2,000

DBA Foundation

PO Box 1092
West Seneca,NY14224 		No Relationship N A Contribution provided 2,000

The Marcus Foundation

7 Cutler St
Hopedale,MA01747 		No Relationship N A Contribution provided 2,000

Hoffman Homes for Youth

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

Eastern Pennsylvania Down Syndrome Ctr

6900 Hamilton Blvd
Trexlertown,PA18087 		No Relationship N A Contribution provided 5,000

YMCA of Tuscaloosa County

2300 13th St
Tuscaloosa,AL35401 		No Relationship N A Contribution provided 2,000

Veterans Community Project

8900 Troost Ave
Kansas City,MO64131 		No Relationship N A Contribution provided 2,500

Ronald Mcdonalds house

Tripp Ave at Airmail Rd
Hines,IL60141 		No Relationship N A Contribution provided 7,500

Angels on the Moon

8900 257th Ct
Salem,WI53168 		No Relationship N A Contribution provided 7,500

Autism Rocks Inc

30 Susan Circle Apt 7
Milford,OH45150 		No Relationship N A Contribution provided 5,000

A Safe Haven

2750 West Roosevelt Rd
Chicago,IL60608 		No Relationship N A Contribution provided 7,500

FARM127

1016 Sandbox Circle
Indian Trail,NC28079 		No Relationship N A Contribution provided 7,500

Fire Fighters for Healing

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

Agape House

43 School St
Bristol,CT06010 		No Relationship N A Contribution provided 5,000

St Vincent de Paul

5256 Fairview Ave
Boise,ID83706 		No Relationship N A Contribution provided 5,000

Meals on Wheels People

7710 SW 31st Ave
Portland,OR97219 		No Relationship N A Contribution provided 5,000

The Idaho Foodbank

3630 E Commercial Ct
Meridian,ID83642 		No Relationship N A Contribution provided 5,000

Gleaners Foodbank Livingston County

2131 Beaufait
Detroit,MI48207 		No Relationship N A Contribution provided 10,000

Cool Ministries

800 W Glen Flora Ave
Waukegan,IL60085 		No Relationship N A Contribution provided 10,000

Keeping Familes Covered

3250 N Oak Grove Ave
Waukegan,IL60087 		No Relationship N A Contribution provided 5,000

Caring For Kids Clothing

1800 Wedgewood Dr 106
Gurnee,IL60031 		No Relationship N A Contribution provided 7,500

Kenosha Human Development Services

3536 52nd St
Kenosha,WI53144 		No Relationship N A Contribution provided 10,000

Madis House

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

Crystal Lake Parks Initiative Foundation

1 E Crystal Lake Ave
Crystal Lake,IL60014 		No Relationship N A Contribution provided 2,500

HopeKids

PO Box 1628
Keller,TX76244 		No Relationship N A Contribution provided 2,500

Crystal Lake Teen Center The Break

6292 Northwest Hwy
Crystal Lake,IL60014 		No Relationship N A Contribution provided 5,000

Maine Niles Ass of Special Recreation

6820 W Dempster St
Morton Grove,IL60053 		No Relationship N A Contribution provided 5,000

Equi Librium

524 Fehr Rd
Nazareth,PA18064 		No Relationship N A Contribution provided 5,000

Partners with Paws Service Dogs Corp

5703 Oakdale Ct
Grafton,WI53024 		No Relationship N A Contribution provided 5,000

Merrick Inc

3210 Labore Rd
Vadnais Heights,MN55110 		No Relationship N A Contribution provided 5,000

Chileda

1825 Victory St
La Crosse,WI54601 		No Relationship N A Contribution provided 5,000

Extra Special People esp

PO Box 615
Watkinsville,GA30677 		No Relationship N A Contribution provided 5,000

Chinese Community Center

9800 Town Park Dr
Houston,TX77036 		No Relationship N A Contribution provided 2,500

ACTS Housing

2414 W Vliet St
Milwaukee,WI53205 		No Relationship N A Contribution provided 500

Firefighters for Healing

PO Box 374
Champlin,MN55316 		No Relationship N A Contribution provided 1,250

NAMI McHenry County

620 Dakota Street
Crystal Lake,IL60012 		No Relationship N A Contribution provided 1,250

Natl Center for Missing and Exploited Children

333 John Carlyle Street Ste 125
Alexandria,VA22314 		No Relationship N A Contribution provided 500

National Marrow Donor Program

500 N Fifth Street
Minneapolis,MN55401 		No Relationship N A Contribution provided 500

Susan G Komen Foundation

13770 Noel Road Ste 801889
Dallas,TX75380 		No Relationship N A Contribution provided 500

Thurgood Marshall College Fund

901 F Street NW Ste 700
Washington,DC20004 		No Relationship N A Contribution provided 1,250

Youngstown Blue Coats

PO Box 224
Hubbard,OH44425 		No Relationship N A Contribution provided 500

A Safe Place

2710 17TH ST
Zion,IL60099 		No Relationship N A Contribution provided 40,000

Ascension Alexian Housing and Health Alliance

825 W Wellington Ave
Chicago,IL60657 		No Relationship N A Contribution provided 15,000

Beacon Place

603 S McAlister Ave
Waukegan,IL60085 		No Relationship N A Contribution provided 30,000

CASA Lake County

700 Forest Edge Drive
Vernon Hills,IL60061 		No Relationship N A Contribution provided 35,000

College of Lake County Foundation

19351 W Washington Street
Grayslake,IL60030 		No Relationship N A Contribution provided 10,000

Community Health

2611 W Chicago Avenue
Chicago,IL60632 		No Relationship N A Contribution provided 20,000

Equestrian Connection

872 S Milwaukee Ave 273
Libertyville,IL60048 		No Relationship N A Contribution provided 10,000

Josselyn formerly Family Services of Lake County

405 Central Avenue
Northfield,IL60093 		No Relationship N A Contribution provided 25,000

Journeys the Road Home

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

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
Libertyille,IL60048 		No Relationship N A Contribution provided 35,000

Lambs Farm

14245 W Rockland Road
Libertyille,IL60048 		No Relationship N A Contribution provided 25,000

Mothers Trust Foundation

400 E Illinois Road
Lake Forest,IL60045 		No Relationship N A Contribution provided 35,000

Nicasa

31979 N Fish Lake Road
Round Lake,IL60073 		No Relationship N A Contribution provided 20,000

Omni Youth Services

1111 W Lake Cook Road
Buffalo Grove,IL60089 		No Relationship N A Contribution provided 25,000

Rebuilding Together

PO Box 626
Glenview,IL60025 		No Relationship N A Contribution provided 10,000

SEDOL Foundation

18160 Gages Lake Road
Gages Lake,IL60030 		No Relationship N A Contribution provided 15,000

The Boulevard formerly Interfaith House

3456 West Franklin Blvd
Chicago,IL60624 		No Relationship N A Contribution provided 15,000

Willow House

2231 Lakeside Drive
Bannockburn,IL60015 		No Relationship N A Contribution provided 30,000

WINGS Program

P O Box 95615
Palatine,IL60095 		No Relationship N A Contribution provided 10,000

Youth Outlook

1828 Old Naperville Road
Naperville,IL60563 		No Relationship N A Contribution provided 10,000

Zacharias Sexual Abuse Center Formerly Lacasa

4275 Old Grand Avenue
Gurnee,IL60031 		No Relationship N A Contribution provided 20,000

American Diabetes Association

PO Box 7023
Merrifield,VA22116 		No Relationship N A Contribution provided 180

American Heart Association

7272 Greenville Ave
Dallas,TX75231 		No Relationship N A Contribution provided 283

Animal Charities

4140 Market St
Youngstown,OH44512 		No Relationship N A Contribution provided 499

Ann and Robert H Lurie Childrens Hosp

225 E Chicago Ave
Chicago,IL60611 		No Relationship N A Contribution provided 192

Arlington Heights Community Concert Band Inc

307 N Evergreen Ave
Arlington Height,IL60004 		No Relationship N A Contribution provided 49

Assoc of Independent Baptist Churches of IL

31457 N Allegany Rd
Grayslake,IL60030 		No Relationship N A Contribution provided 273

Bobs House for Dogs

PO Box 15
Eau Claire,WI54702 		No Relationship N A Contribution provided 163

Boys and Girls Club Fox Valley Inc

160 S Badger Ave
Appleton,WI54914 		No Relationship N A Contribution provided 2,295

Boys and Girls Club of Kenosha

1330 52nd St
Kenosha,WI53140 		No Relationship N A Contribution provided 231

Boys and Girls Club of America

1275 Peachtree St NE
Atlanta,GA30309 		No Relationship N A Contribution provided 205

Brotherhood Against Drugs

530 S Pine St
Lansing,MI48933 		No Relationship N A Contribution provided 235

Carthage College

2001 Alford Park Dr
Kenosha,WI53140 		No Relationship N A Contribution provided 1,735

Chasing Chad

W243N2724 Creekside Dr
Pewaukee,WI53072 		No Relationship N A Contribution provided 1,772

Council for Native Hawaiian Advancement

91 1270 Kinoiki St Ste 1
Kapolei,HI96707 		No Relationship N A Contribution provided 72

Cristo Rey St Martin School

3106 Belvidere Rd
Waukegan,IL60085 		No Relationship N A Contribution provided 2,060

Dogs on the Go Assistance Dogs

720 S Eastwood Drive 175
Woodstock,IL60098 		No Relationship N A Contribution provided 375

Fox Valley Helping Paws

2500 Harding Ln
Woodstock,IL60098 		No Relationship N A Contribution provided 196

Fremont Public Library Foundation

1170 N Midlothian Rd
Mundelein,IL60060 		No Relationship N A Contribution provided 1,841

Greater Twin Cities United Way

404 S 8th St
Minneapolis,MN55404 		No Relationship N A Contribution provided 557

Healing Soils Foundation

708 Church St Ste 212
Evanston,IL60204 		No Relationship N A Contribution provided 1,906

Housing Forward

1851 S 9th Ave
Maywood,IL60153 		No Relationship N A Contribution provided 681

Kenosha County Humane Society

7811 60th Ave
Kenosha,WI53142 		No Relationship N A Contribution provided 853

Kenosha Literacy Council

2419 63rd Street
Kenosha,WI53143 		No Relationship N A Contribution provided 1,516

Kindred Kitties Ltd

614 59th St
Kenosha,WI53140 		No Relationship N A Contribution provided 625

Laneys Legacy of Hope

PO Box 5861
Reading,PA19610 		No Relationship N A Contribution provided 133

Livingston County United Way

2980 Dorr Rd
Brighton,MI48116 		No Relationship N A Contribution provided 260

Love Inc of Lake County

PO Box 7796
Gurnee,IL60031 		No Relationship N A Contribution provided 553

Loyola Academy

1100 Laramie Ave
Wilmette,IL60091 		No Relationship N A Contribution provided 3,353

Make A Wish America

17052 E Highland Ave Ste 400
Phoenix,AZ85016 		No Relationship N A Contribution provided 88

Marys Safe Haven

2109 Cincinnati Rd
Georgetown,KY40324 		No Relationship N A Contribution provided 650

Mels Charities

W61N297 Washington Ave Ste 2
Cedarburg,WI53012 		No Relationship N A Contribution provided 540

Mercy Home

1140 W Jackson Blvd
Chicago,IL60607 		No Relationship N A Contribution provided 1,870

Midwest Access Coalition

PO Box 408363
Chicago,IL60640 		No Relationship N A Contribution provided 1,906

Mountain Shelter Humane Society

129 Bowling Gap Cir
Blairsville,GA30512 		No Relationship N A Contribution provided 241

Mundelein Mustangs Dugout Club

319 W Arden Ln
Round Lake,IL60073 		No Relationship N A Contribution provided 256

My Community Kitchen

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

National MS Society Wisconsin Chapter

PO Box 88540
Carol Stream,IL60188 		No Relationship N A Contribution provided 366

North Suburban Legal Aid Clinic

3500 Western Ave Ste 2A
Highland Park,IL60035 		No Relationship N A Contribution provided 388

Oasis for Orphans

PO Box 1144
Wheaton,IL60187 		No Relationship N A Contribution provided 4,726

Operation Sweet Life Inc

1600 Todd Farm Unit A
Elgin,IL60123 		No Relationship N A Contribution provided 72

Pads to Hope DBA Journeys The Road Home

1140 East NW Hwy
Palatine,IL60074 		No Relationship N A Contribution provided 650

Planned Parenthood of Illinois

17 N State St Ste 500
Chicago,IL60602 		No Relationship N A Contribution provided 375

Prescott Animal Park Association

1403 Heritage Park Rd
Prescott,AZ86301 		No Relationship N A Contribution provided 89

Project Angel Hugs

307 East Mill St Ste 1
Plymouth,WI53073 		No Relationship N A Contribution provided 54

Red Bank Charter School Foundation

68 White St Ste 7 165
Red Bank,NJ07701 		No Relationship N A Contribution provided 200

Rescue Mission of Mahoning County

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

Rising Kites

PO Box 928
Bridgman,MI49106 		No Relationship N A Contribution provided 68

Roof Above

PO Box 31335
Charlotte,NC28206 		No Relationship N A Contribution provided 30

Rustic Hope

3666 Simon Rd
Russia,OH45363 		No Relationship N A Contribution provided 650

Salvation Army Worcester

640 Main St
Worcester,MA01608 		No Relationship N A Contribution provided 299

Save A Pet Inc

31664 N Fairfield Rd
Grayslake,IL60030 		No Relationship N A Contribution provided 31

Second Harvest Food Bank

2805 Salt Springs Rd
Youngstown,OH44509 		No Relationship N A Contribution provided 499

Second Harvest Food Bank of Metrolina

500 B Spratt St
Charlotte,NC28206 		No Relationship N A Contribution provided 96

Shalom Center

4314 39th Ave
Kenosha,WI53144 		No Relationship N A Contribution provided 98

St Jude Childrens Research Hospital

501 St Jude Place
Memphis,TN38105 		No Relationship N A Contribution provided 1,099

The Actuarial Foundation

1515 E Woodfield Rd Ste 625
Schaumburg,IL60173 		No Relationship N A Contribution provided 989

The Childrens Heart Foundation

5 Revere Dr One Northbrook Pl
Ste 200
Northbrook,IL60062 		No Relationship N A Contribution provided 2,600

The Cradle Foundation

2049 Ridge Ave
Evanston,IL60201 		No Relationship N A Contribution provided 525

Together We Cope

17010 Oak Park Ave
Tinley Park,IL60477 		No Relationship N A Contribution provided 1,355

Turning Point Inc

PO Box 723
Woodstock,IL60098 		No Relationship N A Contribution provided 78

United Way For Southeastern Michigan

3011 W Grand Blvd Ste 500
Detroit,MI48202 		No Relationship N A Contribution provided 137

United Way of Central Massachusetts

18 Chestnut St Ste 530
Worcester,MA01608 		No Relationship N A Contribution provided 65

United Way of Central New Mexico

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

United Way Of Central Ohio Inc

360 S 3rd St
Columbus,OH43215 		No Relationship N A Contribution provided 650

United Way Of Greater Kansas City

4801 Main St Ste 425
Kansas City,MO64112 		No Relationship N A Contribution provided 79

United Way of Greater McHenry County IL

4508 Prime Pkwy
McHenry,IL60050 		No Relationship N A Contribution provided 196

UW of Milwaukee and Waukesha County

225 W Vine St
Milwaukee,WI53212 		No Relationship N A Contribution provided 389

United Way of Mid Coast Maine

34 Wing Farm Pkwy Ste 201
Bath,ME04530 		No Relationship N A Contribution provided 71

United Way of Northwest Arkansas

100 Parkwood St
Lowell,AR72745 		No Relationship N A Contribution provided 49

United Way of the Bluegrass

651 Perimeter Dr Ste 510
Lexington,KY40517 		No Relationship N A Contribution provided 65

United Way of the Lowcountry

1277 Ribaut Road
Beaufort,SC29902 		No Relationship N A Contribution provided 750

Walkin In My Shoes

2211 50th St
Kenosha,WI53140 		No Relationship N A Contribution provided 799

Warren Family Mission

155 Tod Ave NW
Warren,OH44482 		No Relationship N A Contribution provided 28

Wounded Warrior Project

4899 Belford Rd
Jacksonville,FL32256 		No Relationship N A Contribution provided 859

Youth and Family Counseling

1113 S Milwaukee Ave Ste 104
Libertyville,IL60048 		No Relationship N A Contribution provided 1,712

YouthLink

41 N 12th St
Minneapolis,MN55403 		No Relationship N A Contribution provided 959

Alzheimers Association

225 N Michigan Ave Fl 17
Chicago,IL60601 		No Relationship N A Contribution provided 7,500

Avon Cares Food Pantry

PO Box 525
Round Lake Beach,IL60073 		No Relationship N A Contribution provided 10,000

Avon Cares Food Pantry

433 E Washington St
Round Lake Park,IL60073 		No Relationship N A Contribution provided 530

Bernies Book Bank

917 N Shore Drive
Lake Bluff,IL60044 		No Relationship N A Contribution provided 25,000

Bernies Book Bank

917 N Shore Dr
Lake Bluff,IL60044 		No Relationship N A Contribution provided 1,105

Boys and Girls Club of Lake County

730 S MLK Ave
Waukegan,IL60085 		No Relationship N A Contribution provided 5,000

Boys and Girls Club of Lake County

730 Martin Luther King Jr Ave
Waukegan,IL60085 		No Relationship N A Contribution provided 20,000

Feed My Starving Children

401 93rd Avenue NW
Coon Rapids,MN55433 		No Relationship N A Contribution provided 1,000

Feed My Starving Children

401 93rd Avenue NW
Coon Rapids,MN55433 		No Relationship N A Contribution provided 1,210

Fill a Heart 4 Kids

1 Market Square
Lake Forest,IL60045 		No Relationship N A Contribution provided 10,000

Fill a Heart 4 Kids

1 Market Square
Lake Forest,IL60045 		No Relationship N A Contribution provided 10,000

Keeping Families Covered

3250 B N Oak Grove Ave
Waukegan,IL60087 		No Relationship N A Contribution provided 500

Keeping Families Covered

3250 B N Oak Grove Ave
Waukegan,IL60087 		No Relationship N A Contribution provided 500

Keeping Families Covered

3250 N Oak Ave
Waukegan,IL60087 		No Relationship N A Contribution provided 15,000

Leukemia and Lymphoma Society

PO Box 22324
New York,NY10087 		No Relationship N A Contribution provided 500

Leukemia and Lymphoma Society

PO Box 22324
New York,NY10087 		No Relationship N A Contribution provided 500

Matthias Academy

12603 224th Ave
Benet Lake,WI53102 		No Relationship N A Contribution provided 7,500

Matthias Academy

12603 224th Ave
Benet Lake,WI53102 		No Relationship N A Contribution provided 500

Northern Illinois Food Bank

273 Dearborn Court
Geneva,IL60134 		No Relationship N A Contribution provided 50,000

Northern Illinois Food Bank

273 Dearborn Ct
Geneva,IL60134 		No Relationship N A Contribution provided 3,031

Scholarship America Inc

7900 International Drive
Suite 500
Minneapolis,MN55425 		No Relationship N A Contribution provided 7,280

Scholarship America Inc

7900 International Drive
Suite 500
Minneapolis,MN55425 		No Relationship N A Contribution provided 86,250

United Way of Lake County

330 S Greenleaf St
Gurnee,IL60031 		No Relationship N A Contribution provided 5,000

United Way of Lake County

330 S Greenleaf St
Gurnee,IL60031 		No Relationship N A Contribution provided 10,000

United Way of Lake County

330 S Greenleaf St
Gurnee,IL60031 		No Relationship N A Contribution provided 120,000

United Way of Lake County

330 South Greenleaf St
Gurnee,IL60031 		No Relationship N A Contribution provided 14,698

VEAP

9600 Aldrich Avenue South
Bloomington,MN55420 		No Relationship N A Contribution provided 500

VEAP

9600 Aldrich Avenue South
Bloomington,MN55420 		No Relationship N A Contribution provided 40,000

VEAP

9600 Aldrich Ave S
Bloomington,MN55420 		No Relationship N A Contribution provided 750

The Seeing Eye

PO Box 375
Morristown,NJ079630375 		No Relationship N A Contribution provided 1,000

Niles Metropolitan Chorus

5108 Harvard Terrace
Skokie,IL600772827 		No Relationship N A Contribution provided 2,000

Ranttila Scholarship Foundation

725 Boardman Canfield
Ste K5 South
Boardman,OH44512 		No Relationship N A Contribution provided 2,000

Patrick Schoonover Heart Foundation

1060 County Road E West
Shoreview,MN551268022 		No Relationship N A Contribution provided 7,500

Ann and Robert H Lurie Childrens Hosp

Dept 4586
Carol Stream,IL601224586 		No Relationship N A Contribution provided 10,000

Breakthrough T1D formerly JDRF

PO Box 5021
Hagerstown,MD217415021 		No Relationship N A Contribution provided 2,000

PanCan

PO Box 5041
Boone,IA509500041 		No Relationship N A Contribution provided 2,000

Ovarian Cancer Research Alliance

PO Box 32141
New York,NY100872141 		No Relationship N A Contribution provided 2,000

Epilepsy Foundation

3540 Crain Highway
Ste 675
Bowie,MD20716 		No Relationship N A Contribution provided 2,000

Crohns and Colitis Fdn England Chapter

72 River Park St
Ste 202
Needham,MA02494 		No Relationship N A Contribution provided 2,000

Crohns and Colitis Foundation Inc

766 Shrewsbury Ave
Ste 404 E Bldg
Tinton Falls,NJ07724 		No Relationship N A Contribution provided 2,000

The Childrens Heart Foundation

5 Revere Dr One Northbrook Pl
Ste 200
Northbrook,IL60062 		No Relationship N A Contribution provided 10,000

Skylight foundation

1033 University Pl
Ste 330
Evanston,IL60201 		No Relationship N A Contribution provided 10,000

Northshore Hospital Foundation Part of Endeavor Health

1001 University Pl
Ste 248
Evanston,IL60201 		No Relationship N A Contribution provided 5,000

Parkinsons Foundation

5757 Waterford District Dr
Ste 310
Miami,FL33126 		No Relationship N A Contribution provided 5,000

The Voices and Faces Project

303 E Wacker Drive
Ste 2108
Chicago,IL60601 		No Relationship N A Contribution provided 2,500

Lowe Syndrome Assocation

8190 Beechmont Ave
Ste 111
Cincinnati,OH45255 		No Relationship N A Contribution provided 2,000

Back on My Feet

PO Box 71536
Philadelphia,PA191761536 		No Relationship N A Contribution provided 2,500

Big Brothers Big Sisters Lone Star

5001 LBJ Freeway
Ste 450
Dallas,TX75244 		No Relationship N A Contribution provided 5,000

Save the Children Federation

501 Kings Hwy East
Ste 400
Fairfield,CT06825 		No Relationship N A Contribution provided 10,000

Sleep in Heavenly Peace IN Kosciusko

PO Box 390780
Omaha,NE68139 		No Relationship N A Contribution provided 2,000

CanCare Inc

9575 Katy Fwy
Ste 428
Houston,TX77024 		No Relationship N A Contribution provided 2,500

Brightpoint Childrens Home and Aid

200 W Monroe St
Ste 2100
Chicago,IL60606 		No Relationship N A Contribution provided 5,000

Pink Ribbon Good

350 Huls Dr
Dayton,OH453158982 		No Relationship N A Contribution provided 5,000

North Suburban Legal Aid Clinic

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

Kenosha United Way VITA Program

5500 6th Ave
Ste 210
Kenosha,WI53140 		No Relationship N A Contribution provided 2,500

Big Brothers Big Sisters of NW Arkansas

91 W Colt Square Dr
Ste 1
Fayetteville,AR72703 		No Relationship N A Contribution provided 2,500

Shining Abilities

300 N Milwaukee Ave
Ste N
Lake Villa,IL60046 		No Relationship N A Contribution provided 5,000

Have Dreams

515 Busse Hwy
Ste 150
Park Ridge,IL60068 		No Relationship N A Contribution provided 5,000

Mels Charity

W61N297 Washington Ave
Ste 2
Cedarburg,WI53012 		No Relationship N A Contribution provided 5,000

Autism on the Seas Foundation

494 Bridgeport Ave
Ste 101 346
Shelton,CT064844762 		No Relationship N A Contribution provided 5,000

American Red Cross

PO Box 37839
Boone,IA500370839 		No Relationship N A Contribution provided 3,000

Autism on the Seas Foundation

494 Bridgeport Avenue
Suite 101 346
Shelton,CT064844762 		No Relationship N A Contribution provided 500

American Red Cross for Hurricane Relief

PO Box 37839
Boone,IA500370839 		No Relationship N A Contribution provided 1,250

ASPCA

PO Box 96929
Washington,DC200906929 		No Relationship N A Contribution provided 500

Feeding America

PO Box 96749
Washington,DC200906749 		No Relationship N A Contribution provided 500

Allendale Association

PO Box 1088 Grand Avenue
Offield Drive
Lake Villa,IL60046 		No Relationship N A Contribution provided 15,000

Big Brothers Big Sisters of Metropolitan Chicago

PO Box 778848
Chicago,IL60677 		No Relationship N A Contribution provided 10,000

Catholic Charities Lake County

721 N LaSalle
Chicago,IL60654 		No Relationship N A Contribution provided 25,000

Erie Family Health Centers formerly HealthReach

1701 W Superior Street
3rd Floor
Chicago,IL60632 		No Relationship N A Contribution provided 10,000

GiveNKind

1000 Asbury Drive
Suite 5
Buffalo Grove,IL60089 		No Relationship N A Contribution provided 10,000

GLASA Great Lakes Adaptive Sports Assoc

24864 Irma Lee Circle
Unit 101
Lake Forest,IL60045 		No Relationship N A Contribution provided 15,000

Legal Aid Chicago

120 S LaSalle Street
Ste 900
Chicago,IL60603 		No Relationship N A Contribution provided 10,000

North Chicago Community Partners

855 N Skokie Highway
Suite E
Lake Bluff,IL60044 		No Relationship N A Contribution provided 25,000

North Suburban Legal Aid Clinic

3500 Western Avenue
Suite 2A
Highland Park,IL60035 		No Relationship N A Contribution provided 10,000

The Actuarial Foundation

1515 E Woodfield Rd
Ste 625
Schaumburg,IL60173 		No Relationship N A Contribution provided 10,000

The HAP Foundation formerly Journey Care

1 Lincoln Center
Suite 1120
Oakbrook Terrace,IL60181 		No Relationship N A Contribution provided 10,000

Youth and Family Counseling

1113 S Milwaukee Avenue
Suite 104
Libertyville,IL60048 		No Relationship N A Contribution provided 30,000

ASPCA

Philanthropy Dept 424
E 92nd St
New York,NY10128 		No Relationship N A Contribution provided 479

Boy Scouts Of America

850 Forest Edge Dr
Vernon Hills,IL600613105 		No Relationship N A Contribution provided 138

Catholic Charities of Chicago

PO Box 7154
Carol Stream,IL601977154 		No Relationship N A Contribution provided 2,506

Chicago Cheetahs Bldg Strong Leaders

811 East Grand Ave
Bensenville,IL60106 		No Relationship N A Contribution provided 1,355

Habitat for Humanity International Inc

322 West Lamar St
Americus,GA317093543 		No Relationship N A Contribution provided 187

Khan Academy

PO Box 1630
Mountain View,CA940421630 		No Relationship N A Contribution provided 264

Make A Wish Illinois

200 W Monroe St
Ste 1801
Chicago,IL60606 		No Relationship N A Contribution provided 240

The Michael J Fox Foundation for Parkinsons Research

Grand Central Station
PO Box 4777
New York,NY10163 		No Relationship N A Contribution provided 1,851

Wabash College

301 W Wabash Ave
PO Box 352
Crawfordsville,IN47933 		No Relationship N A Contribution provided 713

Adaptive Sports Program of Ohio

1720 Enterprise Pkwy Ste C
Wooster,OH44691 		No Relationship N A Contribution provided 145

ALS Association

1300 Wilson Blvd Ste 600
Arlington,VA22209 		No Relationship N A Contribution provided 368

Alzheimers Association

225 N Michigan Ave Ste 1700
Chicago,IL60601 		No Relationship N A Contribution provided 944

American Cancer Society Inc

PO Box 6704
Hagerstown,MD21741 		No Relationship N A Contribution provided 412
Total .................................right arrow 3a 1,517,143
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020569
Software Version: V2.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

36-3330631
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
TRUSTMARK FOUNDATION
  		Employer identification number
36-3330631
Part I
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

$ 1,517,143


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsGovtObligationsSch
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
24020569
Software Version:
V2.0
US Government Securities - End of Year Book Value:

12,148,824
US Government Securities - End of Year Fair Market Value:

2,132,475
State & Local Government Securities - End of Year Book Value:


2,132,475
State & Local Government Securities - End of Year Fair Market Value:


2,132,475


TY 2024 InvestmentsOtherSchedule2
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
24020569
Software Version:
V2.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Exchange Traded Fund Securities FMV 9,531,479 9,531,479

TY 2024 OtherExpensesSchedule
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
24020569
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General and Sundry Expense 1,526 0 0 0


TY 2024 OtherIncomeSchedule2
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
24020569
Software Version:
V2.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Change in Accrued Income 13,200 0 0


TY 2024 OtherIncreasesSchedule
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
24020569
Software Version:
V2.0
Description Amount
Unrealized Gain on public traded securities 264,718


TY 2024 TaxesSchedule
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
24020569
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Other State Taxes 11,202 0 0 0