Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
TRUSTMARK FOUNDATION
 
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
LAKE FOREST
State or province
IL
Country  
ZIP or foreign postal code
600454809
A Employer identification number

36-3330631
B Telephone number (see instructions)

8476151500
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$14,538,220J 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) 1,877,329
2 Check .................
3 Interest on savings and temporary cash investments 66,413 66,413  
4 Dividends and interest from securities... 520,606 520,606 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
22,930
b Gross sales price for all assets on line 6a 22,930
7 Capital gain net income (from Part IV, line 2)... 22,930
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
1,934 0 0
12 Total. Add lines 1 through 11........ 2,489,212 609,949 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 31,731 0 0 0
15 Pension plans, employee benefits....... 4,911 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
332 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
7,010 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,984 0 0 0
25 Contributions, gifts, grants paid....... 1,823,963 1,823,963
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,867,947 0 0 1,823,963
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 621,265
b Net investment income (if negative, enter -0-) 609,949
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 351,939 857,015 857,015
2 Savings and temporary cash investments......... 1,431,995 1,015,050 1,015,050
3 Accounts receivable  
Less: allowance for doubtful accounts   18,672 21,225 21,225
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,132,475 Click to see attachment
List of Attached Documents:
// Content
2,124,149 		2,124,149
b Investments—corporate stock (attach schedule)....... 0 0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,531,479 Click to see attachment
List of Attached Documents:
// Content
10,520,781 		10,520,781
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)     0  
15 Other assets (describe ) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,466,560 14,538,220 14,538,220
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 ) 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
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 13,466,560 14,538,220
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 13,466,560 14,538,220
30 Total liabilities and net assets/fund balances (see instructions). 13,466,560 14,538,220
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
13,466,560
2
Enter amount from Part I, line 27a .....................
2
621,265
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
450,395
4
Add lines 1, 2, and 3 ..........................
4
14,538,220
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
14,538,220
Form 990-PF (2025)
Form 990-PF (2025)
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 22,930 0 0 22,930
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       22,930
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 22,930
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 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 8,478
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 8,478
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 8,478
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 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....... 9 8,478
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
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 2025 or the taxable year beginning in 2025? 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 addressN A
14
The books are in care ofDaniel Mandarino Telephone no. (847) 283-4131

Located at400 N FIELD DRLAKE FORESTIL ZIP+460045
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
14,606,055
b
Average of monthly cash balances.......................
1b
604,477
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
15,210,532
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
15,210,532
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
228,158
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,982,374
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
749,119
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
749,119
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,478
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
0
c
Add lines 2a and 2b............................
2c
8,478
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
740,641
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
740,641
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
740,641
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, line 26, column (d) ..........
1a
1,823,963
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
1,823,963
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 740,641
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 1,247,159
b From 2021...... 1,171,242
c From 2022...... 1,111,483
d From 2023...... 664,109
e From 2024...... 830,180
f Total of lines 3a through e ........ 5,024,173
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,823,963
a Applied to 2024, 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 2025 distributable amount..... 740,641
e Remaining amount distributed out of corpus 1,083,322
5 Excess distributions carryover applied to 2025.    
(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 6,107,495
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		6,107,495
10 Analysis of line 9:
a Excess from 2021 .... 1,171,242
b Excess from 2022 .... 1,111,483
c Excess from 2023 .... 664,109
d Excess from 2024 .... 830,180
e Excess from 2025 .... 1,083,322
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

American Red Cross

PO Box 37839
Minneapolis,IA50037 		No Relationship   Contribution provided 5,000

Scholarship America

7900 International Drive
Suite 500
Gurnee,MN55425 		No Relationship   Contribution provided 177,500

Multiple Myeloma Research Foundation

383 Main Avenue
7th Floor
Chicago,CT06851 		No Relationship   Contribution provided 1,000

LakeForest Lake Bluff Senior Citizens Foundation

100 Old Mill Road
Minneapolis,IL60045 		No Relationship   Contribution provided 1,000

Hoffman Homes inc

815 Orphanage Rd
Coon Rapids,PA17340 		No Relationship   Contribution provided 10,000

Kenosha Human Development Services

3536 52nd Street
Bloomington,WI53144 		No Relationship   Contribution provided 10,000

Living Well Disability Services

1168 Northland Drive
New Orleans,MN55120 		No Relationship   Contribution provided 7,500

Project SHARE

5 N Orange St Suite 4
Worcester,PA17013 		No Relationship   Contribution provided 7,500

Gleaners Community Food Bank of Southeastern Michigan

5924 Sterling Dr
Skokie,MI48843 		No Relationship   Contribution provided 7,500

Compass to Care

6323 N Avondale Ave
Ste 250
Boardman,IL60631 		No Relationship   Contribution provided 7,500

EquineAssisted Therapies of South Florida Inc

PO Box 273542
Cedar Grove,FL33427 		No Relationship   Contribution provided 7,500

Cool Ministries

800 W Glen Flora Ave
Valparaiso,IL60085 		No Relationship   Contribution provided 7,500

Patrick Schoonover Heart Foundation

1060 County Road E W
Chicago,MN55126 		No Relationship   Contribution provided 7,500

The Trevor Project

PO Box 69232
Des Moines,CA90069 		No Relationship   Contribution provided 7,500

Midwest Veterans Closet Impacting Veterans Lives Inc

PO Box 278
Shoreview,IL60083 		No Relationship   Contribution provided 7,500

Life Lessons Scholarship The Life Fund

1000 Wilson Blvd
Suite 1890
Atlanta,VA22209 		No Relationship   Contribution provided 7,500

Hephzibah Childrens Association

1144 Lake Street
Youngstown,IL60301 		No Relationship   Contribution provided 7,500

Blessings in a Backpack

1435 Auburn Road
Carol Stream,MI48309 		No Relationship   Contribution provided 7,500

Logan County Cancer Society

205 E Palmer Road
Hagerstown,OH43311 		No Relationship   Contribution provided 7,500

Riddicks Ride Foundation

3509 Woodland Circle South
Boone,IL60042 		No Relationship   Contribution provided 7,500

Hunger Task Force

5000 W Electric Avenue
New York,WI53219 		No Relationship   Contribution provided 7,500

The Aliveness Project

3808 Nicollet Ave
Bowie,MN55409 		No Relationship   Contribution provided 7,500

Brain Injury Association of Arizona

5025 E Washington St
Ste 106
Loveland,AZ85034 		No Relationship   Contribution provided 7,500

SHALVA

PO Box 46375
Chicago,IL60646 		No Relationship   Contribution provided 7,500

Big Brothers Big Sisters Lone Star Greater Dallas

5001 LBJ Fwy Suite 450
West Seneca,TX75244 		No Relationship   Contribution provided 5,000

MidAtlantic Mothers Milk Bank Three Rivers Mothers Milk Bank

3127 Penn Avenue
Tinton Falls,PA15201 		No Relationship   Contribution provided 5,000

Habitat for Humanity of Waukesha Jefferson Counties

2020 Springdale Rd
Hopedale,WI53186 		No Relationship   Contribution provided 5,000

The ALS Association

1300 Wilson Boulevard
Suite 600
Chicago,VA22209 		No Relationship   Contribution provided 5,000

Beyond Type

400 Concar Dr
Northbrook,CA94402 		No Relationship   Contribution provided 5,000

ForeBatten Foundation

11312 US 15501 North
Suite 107 117
Evanston,NC27517 		No Relationship   Contribution provided 5,000

Caring for Kids Clothing

1800 Wedgewood Dr 106
Littlestown,IL60031 		No Relationship   Contribution provided 5,000

YWCA Metropolitan Chicago Streetwise

2009 S State Street
Evanston,IL60616 		No Relationship   Contribution provided 5,000

Ann Robert H Lurie Childrens Hospital of Chicago

225 E Chicago Ave Box 4
Miami,IL60611 		No Relationship   Contribution provided 5,000

Ozaukee Family Services

4922 Columbia Road
Trexlertown,WI53012 		No Relationship   Contribution provided 5,000

Veterans Community Project

8900 Troost Avenue
Tuscaloosa,MO64131 		No Relationship   Contribution provided 5,000

St Vincent de Paul of Idaho

5256 W Fairview Ave
Chicago,ID83706 		No Relationship   Contribution provided 5,000

Alzheimers Association KenRac Walk to End Alzheimers

12701 Whitewater Dr Suite 290
Cincinnati,MN55343 		No Relationship   Contribution provided 5,000

Pink Ribbon Good

350 Huls Drive
Philadelphia,OH45315 		No Relationship   Contribution provided 5,000

WBEZChicago Public Media

848 East Grand Avenue
Kansas City,IL60611 		No Relationship   Contribution provided 5,000

Partners with Paws Service Dogs Corporation

W4702 Cty Hwy A
Hines,WI53021 		No Relationship   Contribution provided 5,000

Firefighters for Healing

630 Portland Ave Suite 200
Salem,MN55415 		No Relationship   Contribution provided 5,000

Shalom Center of Interfaith Network of Kenosha County Inc

4314 39th Avenue
Dallas,WI53144 		No Relationship   Contribution provided 5,000

Brightpoint

200 West Monroe Street Suite 2100
Fairfield,IL60606 		No Relationship   Contribution provided 5,000

Angels on the Moon

8900 257th Ct
Omaha,WI53168 		No Relationship   Contribution provided 5,000

Skylight Foundation

1033 University Pl Suite 330
Chicago,IL60201 		No Relationship   Contribution provided 5,000

ACTS Housing

270 E Kilbourn Ave 5th Floor
Indian Trail,WI53202 		No Relationship   Contribution provided 5,000

Shining Abilities

300 N Milwaukee Ave Suite N
Waukegan,IL60046 		No Relationship   Contribution provided 5,000

Spokes Fighting Strokes Inc

PO Box 4161
Champlin,AZ85123 		No Relationship   Contribution provided 5,000

Crystal Lake Teen Center The Break

6292 Northwest Highway
Bristol,IL60014 		No Relationship   Contribution provided 5,000

Meals on Wheels People

7710 SW 31st Ave
Boise,OR97219 		No Relationship   Contribution provided 5,000

Hiawatha Valley Mental Health Center

420 East Sarnia Street Suite 2100
Portland,MN55987 		No Relationship   Contribution provided 5,000

Have Dreams

515 Busse Highway Suite 150
Meridian,IL60068 		No Relationship   Contribution provided 5,000

Rocky Mountain Youth Corps

2921 Second St NW
Round Lake Beach,NM87107 		No Relationship   Contribution provided 3,500

New York New Jersey Trail Conference

600 Ramapo Valley Rd
Detroit,NJ07430 		No Relationship   Contribution provided 3,500

Highland Friendship Club

1795 Holton St
Lake Forest,MN55113 		No Relationship   Contribution provided 2,500

Live Well Geary County

119 E 9th Street
Waukegan,KS66441 		No Relationship   Contribution provided 2,500

Cals AllStar Angel Foundation Inc

2422 West Main Street Unit 3B
Houston,IL60175 		No Relationship   Contribution provided 2,500

NAOAGA

8406 Cloverport Dr
Benet Lake,KY40228 		No Relationship   Contribution provided 2,500

Breast Cancer Prevention Partners

1388 Sutter Street Suite 901
Chicago,CA94109 		No Relationship   Contribution provided 2,500

Amy Krouse Rosenthal Foundation

2906 Central St Box 223
Waukegan,IL60201 		No Relationship   Contribution provided 2,500

Friends of Camp Anokijig inc

W5639 ANOKIJIG LANE
Gurnee,WI53073 		No Relationship   Contribution provided 2,500

Shoes for the Shoeless

PO Box 41655
Dayton,OH45441 		No Relationship   Contribution provided 2,500

Cumberland Youth Hockey Association Inc

500 8th St
Kenosha,WI54829 		No Relationship   Contribution provided 2,500

Susie Qs Kids Inc

6340 East 14 Mile Road
Highland Park,MI48092 		No Relationship   Contribution provided 2,500

Center for Story Witness recently changed name from The Voices and Faces Pr

303 East Wacker Drive Suite 2108
Cincinnati,IL60601 		No Relationship   Contribution provided 2,500

HopeKids North Texas

PO Box 1628
Crystal Lake,TX76244 		No Relationship   Contribution provided 2,500

Family First Center of Lake County

2504 Washington St
Suite 603
Keller,IL60085 		No Relationship   Contribution provided 2,500

Heart of the City

114 S Genesee St
Kenosha,IL60085 		No Relationship   Contribution provided 2,500

Ravinia Festival Association

418 Sheridan Road
Fayetteville,IL60035 		No Relationship   Contribution provided 2,500

Youngstown Blue Coats

2654 North Main Street
Crystal Lake,OH44425 		No Relationship   Contribution provided 2,500

Blacks Academy of Excellence

43055 N Delany Road
Morton Grove,IL60099 		No Relationship   Contribution provided 2,500

Autism Rocks Inc

30 Susan Circle Apt 7
Nazareth,OH45150 		No Relationship   Contribution provided 2,500

Eastern PA Down Syndrome Center

3895 Adler Pl Suite 135
Grafton,PA18017 		No Relationship   Contribution provided 2,500

Junior Achievement of Chicago

651 West Washington Blvd
Suite 404
Lake Villa,IL60661 		No Relationship   Contribution provided 2,500

The Rutland Parks Foundation

134 Community Drive
La Crosse,VT05701 		No Relationship   Contribution provided 2,500

Paint the Delaware Pink

717 Lock House Road
Park Ridge,PA18017 		No Relationship   Contribution provided 2,500

WildStang Robotics Support Association

9 S Elmhurst Road STE 164
Watkinsville,IL60070 		No Relationship   Contribution provided 2,500

Madis House

2360 Kipling Avenue
Cedarburg,OH45239 		No Relationship   Contribution provided 2,500

MakeAWish Illinois

200 W Monroe Street Suite 1801
Shelton,IL60606 		No Relationship   Contribution provided 2,500

Lowe Syndrome Association

8190 Beechmont Avenue Suite 111
Houston,OH45255 		No Relationship   Contribution provided 2,000

Pancreatic Cancer Action Network

Donation Processing Center PO Box
5041
Boone,IA50950 		No Relationship   Contribution provided 2,000

Rocket Academy

321 North 2nd Street
Shelton,WI53013 		No Relationship   Contribution provided 2,000

Crohns and Colitus Foundation

733 THIRD AVENUE SUITE 510
Waukegan,NY10017 		No Relationship   Contribution provided 2,000

Alano Society Inc aka Whitehouse

1400 Pennsylvania Avenue
Milwaukee,IA50316 		No Relationship   Contribution provided 2,000

Niles Metropolitan Chorus

5108 Harvard Ter
Boone,IL60077 		No Relationship   Contribution provided 2,000

The Max McGraw Wildlife Foundation

14N322 Illinois Route 25
Washington,IL60118 		No Relationship   Contribution provided 1,000

A

2781 W MacArthur Blvd Ste B 605
Washington,CA92704 		No Relationship   Contribution provided 1,000

YnoT Project

co Sheila Smith Treasurer 3345
Legendary Trails Dr
Waukegan,OH45245 		No Relationship   Contribution provided 1,000

Adaptive Sports Program of Ohio

1720 Enterprise Pkwy Ste C
New York,OH44691 		No Relationship   Contribution provided 182

ALS Association

PO Box 37022
Benet Lake,IA50037 		No Relationship   Contribution provided 380

American Cancer Society

PO Box 6704
Minneapolis,MD21741 		No Relationship   Contribution provided 511

American Civil Liberties Union Foundation Inc

125 Broad Street 18th Floor
Dallas,NY10004 		No Relationship   Contribution provided 1,983

American Diabetes Association

PO Box 7023
Washington,VA22116 		No Relationship   Contribution provided 75

American Heart Association

PO Box 840692
Hubbard,TX75284 		No Relationship   Contribution provided 278

American Society for the Prevention of Cruelty to Animals

PO Box 96929
Zion,DC20090 		No Relationship   Contribution provided 497

Animal Charity of Ohio Inc

8469 Southern Blvd Bldg 3
Lake Villa,OH44512 		No Relationship   Contribution provided 607

Animal Rescue League of Iowa Inc

5452 NE 22nd Street
Chicago,IA50313 		No Relationship   Contribution provided 30

Ann Robert H Lurie Childrens Hospital of Chicago Foundation

Dept 4586
Waukegan,IL60122 		No Relationship   Contribution provided 2,800

Boy Scouts Of America

850 Forest Edge Drive
Waukegan,IL60061 		No Relationship   Contribution provided 206

Boys Girls Club of Kenosha Inc

1330 52nd Street
Vernon Hills,WI53140 		No Relationship   Contribution provided 240

Boys Girls Clubs of the Fox Valley

160 S Badger Avenue
Chicago,WI54914 		No Relationship   Contribution provided 2,387

Carthage College

2001 Alford Park Drive
Grayslake,WI53142 		No Relationship   Contribution provided 1,735

Castoff Pet Rescue ORG

240 Patton Place
Chicago,GA30512 		No Relationship   Contribution provided 138

Catholic Charities Lake County

671 S Lewis Avenue
Libertyville,IL60085 		No Relationship   Contribution provided 2,624

Chasing Chad

W243N2724 Creekside Drive
Chicago,WI53072 		No Relationship   Contribution provided 1,914

Chicago Cheetahs Building Strong Women Leaders

811 E Grand Avevue
Lake Forest,IL60106 		No Relationship   Contribution provided 1,407

Clearbrook

1835 W Central Road
Buffalo Grove,IL60005 		No Relationship   Contribution provided 385

Cradle Society

2049 Ridge Avenue
Lake Forest,IL60201 		No Relationship   Contribution provided 206

Cycle for Survival

PO Box 27432
Northfield,NY10087 		No Relationship   Contribution provided 131

Fairfield Church of Christ

745 Symmes Road
Palatine,OH45014 		No Relationship   Contribution provided 68

Feed My Starving Children

401 93rd Avenue NW
Waukegan,MN55433 		No Relationship   Contribution provided 1,240

Fox Valley Helping Paws

2500 Harding Lane
Mundelein,IL60098 		No Relationship   Contribution provided 255

Fremont Public Library Foundation

1170 N Midlothian Road
Libertyille,IL60060 		No Relationship   Contribution provided 343

Granite United Way

22 Concord Street FL 4
Libertyille,MH03101 		No Relationship   Contribution provided 246

Greater Milwaukee Urban League

435 W North Avenue
Chicago,IL53212 		No Relationship   Contribution provided 94

Greater Twin Cities United Way

PO Box 856213
Lake Forest,MN55485 		No Relationship   Contribution provided 685

HFH of Kansas City Restore Overland Park

1423 E Linwood Blvd
Round Lake,MO64109 		No Relationship   Contribution provided 60

Interfaith Caregivers of Polk County Inc

PO Box 833
Lake Bluff,WI54024 		No Relationship   Contribution provided 625

Its About Caring for Kids Inc

PO Box 16201
Highland Park,NY14616 		No Relationship   Contribution provided 234

Kansas School for the Deaf Endowment Association

450 E Park Street
Geneva,KS66061 		No Relationship   Contribution provided 125

Kenosha County Humane Society

7811 60th Avenue
Buffalo Grove,WI53142 		No Relationship   Contribution provided 852

Kenosha Literacy Council

2419 63rd Street
Glenview,WI53143 		No Relationship   Contribution provided 1,564

Khan Academy

PO Box 1630
Gages Lake,CA94042 		No Relationship   Contribution provided 275

Kindred Kitties Ltd

614 59th Street
Schaumburg,WI53140 		No Relationship   Contribution provided 625

Laneys Legacy of Hope

PO Box 5861
Chicago,PA19610 		No Relationship   Contribution provided 138

Loyola Academy

1100 Laramie Avenue
Oakbrook Terrace,IL60091 		No Relationship   Contribution provided 3,353

MakeAWish Foundation of America

1702 E Highland Ave Ste 400
Bloomington,AZ85016 		No Relationship   Contribution provided 90

MakeAWish Foundation of Illinois

200 W Monroe Street Ste 1801
Bannockburn,IL60606 		No Relationship   Contribution provided 72

Maranatha Baptist Church

31457 N Alleghany Road
Palatine,IL60030 		No Relationship   Contribution provided 390

Marys Safe Haven

2109 Cincinnati Rd
Libertyville,KY40324 		No Relationship   Contribution provided 130

Mercy Home

1140 W Jackson Boulevard
Gurnee,IL60607 		No Relationship   Contribution provided 1,959

Midwest Access Coalition

PO Box 736527
Gurnee,IL60673 		No Relationship   Contribution provided 1,983

Mountain Shelter Humane Society

PO Box 1252
Wooster,GA30514 		No Relationship   Contribution provided 138

Mundelein Mustangs Dugout Club

736 Ascot Court
Arlington,IL60048 		No Relationship   Contribution provided 343

Oasis for Orphans

PO Box 1144
Youngstown,IL60187 		No Relationship   Contribution provided 4,963

Ohio State University H Advisory Committee Of Mahoning

490 S Broad Street
Chicago,OH44406 		No Relationship   Contribution provided 193

PADS to Hope Inc

1140 E Northwest Highway
Arlington Height,IL60074 		No Relationship   Contribution provided 289

Prescott Animal Park Association

1403 Heritage Park Road
New York,AZ86301 		No Relationship   Contribution provided 92

Rising Kites

PO Box 928
Grayslake,MI49106 		No Relationship   Contribution provided 70

Ronald McDonald House Charities of Kansas City

2502 Cherry Street
Round Lake Park,MO64108 		No Relationship   Contribution provided 125

Salvation Army Worcester

640 Main Street
Lake Bluff,MA01608 		No Relationship   Contribution provided 308

Second Harvest Food Bank

2805 Salt Springs Road
Eau Claire,OH44509 		No Relationship   Contribution provided 516

Second Harvest Food Bank of Metrolina

500 Spratt Street B
Vernon Hills,NC28206 		No Relationship   Contribution provided 96

The Chapel of Lake County

1200 American Way
Atlanta,IL60048 		No Relationship   Contribution provided 816

The Michael J Fox Foundation for Parkinsons Research

PO Box 5014
Lansing,MD21741 		No Relationship   Contribution provided 2,199

Together We Cope

17010 S Oak Park Avenue
Kenosha,IL60477 		No Relationship   Contribution provided 1,407

United Way Of Central Ohio Inc

PO Box 951571
Carol Stream,OH44193 		No Relationship   Contribution provided 750

United Way of Greater Kansas City

PO Box 871400
Pewaukee,MO64187 		No Relationship   Contribution provided 260

United Way of Greater McHenry County

4508 Prime Parkway
Bensenville,IL60050 		No Relationship   Contribution provided 255

United Way of Kenosha County

5500 6th Avenue Suite 210
Kapolei,WI53140 		No Relationship   Contribution provided 125

United Way of Metropolitan Chicago

222 Merchandise Mart Plaza
Suite 633
Woodstock,IL60654 		No Relationship   Contribution provided 37

United Way of Mid Coast Maine

34 Wing Farm Parkway Ste 201
Coon Rapids,ME04530 		No Relationship   Contribution provided 73

United Way of North Central New Mexico

2340 Alamo Avenue SE 2nd Floor
Woodstock,NM87106 		No Relationship   Contribution provided 1,365

United Way of Palm Beach County

477 S Rosemary Ave Ste 230
Mundelein,FL33401 		No Relationship   Contribution provided 232

United Way of Tarrant County

201 N Rupert Street Ste 107
Minneapolis,TX76107 		No Relationship   Contribution provided 61

United Way of the Lowcountry

PO Box 202
Americus,SC29901 		No Relationship   Contribution provided 750

United Way Worldwide

PO Box 418607
Evanston,MA02241 		No Relationship   Contribution provided 37

UW of Greater Milwaukee Waukesha County

PO Box 88988
Maywood,WI53288 		No Relationship   Contribution provided 313

VEAP Volunteers Enlisted to Assist People

9600 Aldrich Avenue South
Kenosha,MN55420 		No Relationship   Contribution provided 434

Wabash College

301 W Wabash Avenue
Kenosha,IN47933 		No Relationship   Contribution provided 741

Walkin In My Shoes

221150th Street
Mountain View,WI53140 		No Relationship   Contribution provided 827

YouthLink

41 N 12th Street
Brighton,MN55403 		No Relationship   Contribution provided 988

Willow House

2231 Lakeside Drive
Wilmette,IL60015 		No Relationship   Contribution provided 30,000

The Boulevard

3456 West Franklin Blvd
Phoenix,IL60624 		No Relationship   Contribution provided 25,000

OMNI Youth Services

1111 W Lake Cook Road
Georgetown,IL60089 		No Relationship   Contribution provided 35,000

VEAP

9600 Aldrich Avenue South
Cedarburg,MN55420 		No Relationship   Contribution provided 50,000

Legal Aid Chicago

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

Erie Family Health Centers

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

Zacharias Sexual Abuse Center

4275 Old Grand Avenue
Blairsville,IL60031 		No Relationship   Contribution provided 30,000

WINGS Program

PO Box 95615
Yourngstown,IL60095 		No Relationship   Contribution provided 20,000

The HAP Foundation

1 Lincoln Center Suite 1120
Geneva,IL60181 		No Relationship   Contribution provided 10,000

North Suburban Legal Aid Clinic

3500 Western Avenue Suite 2A
Wheaton,IL60035 		No Relationship   Contribution provided 15,000

Allendale Association

PO Box 1088 Grand Avenue
Drive
Elgin,IL60046 		No Relationship   Contribution provided 15,000

Equestrian Connection

872 S Milwaukee Ave 273
Palatine,IL60048 		No Relationship   Contribution provided 10,000

Ascension Healthcare

co Tax Department PO Box 45998
Chicago,MO63145 		No Relationship   Contribution provided 15,000

North Chicago Community Partners

855 N Skokie Highway Suite E
Prescott,IL60044 		No Relationship   Contribution provided 25,000

Josselyn

405 Central Avenue
Plymouth,IL60093 		No Relationship   Contribution provided 25,000

Journeys the Road Home

1140 E Northwest Hwy
Red Bank,IL60074 		No Relationship   Contribution provided 25,000

Nicasa

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

Mothers Trust Foundation

400 E Illinois Road
Bridgman,IL60045 		No Relationship   Contribution provided 35,000

Boys and Girls Club of Lake County

730 Martin Luther King Jr Ave
Charlotte,IL60085 		No Relationship   Contribution provided 30,000

Lake County Center for Independent Living

377 N Seymour Avenue
Worcester,IL60060 		No Relationship   Contribution provided 20,000

Lambs Farm

14245 W Rockland Road
Grayslake,IL60048 		No Relationship   Contribution provided 35,000

Lake County Haven

PO Box 127
Youngstown,IL60048 		No Relationship   Contribution provided 45,000

CASA Lake County

700 Forest Edge Drive
Charlotte,IL60061 		No Relationship   Contribution provided 45,000

GiveNKind

1000 Asbury Drive Suite 5
Kenosha,IL60089 		No Relationship   Contribution provided 15,000

A Safe Place

2710 17th St
Memphis,IL60099 		No Relationship   Contribution provided 50,000

Beacon Place

603 S McAlister Ave
Schaumburg,IL60085 		No Relationship   Contribution provided 30,000

Big Brothers Big Sisters of Metropolitan Chicago

PO Box 778848
Evanston,IL60677 		No Relationship   Contribution provided 10,000

Catholic Charities

721 N LaSalle
New York,IL60654 		No Relationship   Contribution provided 25,000

College of Lake County Foundation

19351 W Washington Street
Tinley Park,IL60030 		No Relationship   Contribution provided 10,000

Community Health

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

Fill A Heart Kids

1 Market Square
Detroit,IL60045 		No Relationship   Contribution provided 15,000

GLASA Great Lakes Adaptive Sports Assoc

24864 Irma Lee Circle Unit 101
Worcester,IL60045 		No Relationship   Contribution provided 15,000

St Judes Childrens Research Hospital

501 St Jude Place
Albuquerque,TN38105 		No Relationship   Contribution provided 5,000

Rebuilding Together

PO Box 626
Columbus,IL60025 		No Relationship   Contribution provided 10,000

SEDOL Foundation

18160 Gages Lake Road
Kansas City,IL60030 		No Relationship   Contribution provided 15,000

PADS Lake County

1800 Grand Avenue
McHenry,IL60085 		No Relationship   Contribution provided 6,008

Law Center for Better Housing Chicago

100 North LaSalleSuite 2500
Milwaukee,IL60602 		No Relationship   Contribution provided 5,000

Heartland Animal Shelter

586 Palwaukee Drive
Bath,IL60090 		No Relationship   Contribution provided 500

Alzheimers Association

225 N Michigan Ave
Morristown,IL60601 		No Relationship   Contribution provided 1,000

Alzheimers Association

399 Market St 250
Crystal Lake,PA19106 		No Relationship   Contribution provided 84

Alzheimers Association

PO Box 96011
Alexandria,DC20090 		No Relationship   Contribution provided 941

Autism on the Seas Foundation

494 Bridgeport Avenue
Suite 101 346
Milford,CT06484 		No Relationship   Contribution provided 5,000

Autism on the Seas Foundation

494 Bridgeport Avenue
Suite 101 346
Gurnee,CT06484 		No Relationship   Contribution provided 500

Avon Cares Food Pantry

319 Nippersink Ave
Vadnais Heights,IL60073 		No Relationship   Contribution provided 2,500

Avon Cares Food Pantry

PO Box 525
Lake Bluff,IL60073 		No Relationship   Contribution provided 557

Bernies Book Bank

917 N Shore Drive
Chicago,IL60044 		No Relationship   Contribution provided 1,181

Bernies Book Bank

917 N Shore Drive
Ste 200
Northbrook,IL60044 		No Relationship   Contribution provided 30,000

Keeping Families Covered

3250B N Oak Grove Ave
Needham,IL60087 		No Relationship   Contribution provided 5,000

Keeping Families Covered

3250 N Oak Ave
Russia,IL60087 		No Relationship   Contribution provided 25,000

Mels Charities

W61N297 Washington Ave 2
Champlin,WI53012 		No Relationship   Contribution provided 1,000

Mels Charities

W61N297 Washington Avenue Ste 2
Naperville,WI53012 		No Relationship   Contribution provided 677

National Multiple Sclerosis Society

PO Box 91891
Chicago,DC20090 		No Relationship   Contribution provided 76

National Multiple Sclerosis Society

1120 James Drive Suite A
Hagerstown,WI53029 		No Relationship   Contribution provided 377

Northern Illinois Food Bank

273 Dearborn Court
Merrifield,IL60134 		No Relationship   Contribution provided 3,949

Northern Illinois Food Bank

273 Dearborn Court
Gurnee,IL60134 		No Relationship   Contribution provided 10,000

Northern Illinois Food Bank

273 Dearborn Court
Chicago,IL60134 		No Relationship   Contribution provided 60,000

Nourishing Hope

1716 W Hubbard St
River Falls,IL60622 		No Relationship   Contribution provided 7,500

Nourishing Hope

1716 W Hubbard Street
Dallas,IL60622 		No Relationship   Contribution provided 300

St Jude Childrens Research Hospital

501 St Jude Place
Port Matilda,TN38105 		No Relationship   Contribution provided 500

St Jude Childrens Research Hospital

501 St Jude Place
Appleton,TN38105 		No Relationship   Contribution provided 1,648

The Actuarial Foundation

PO Box 736557
Kenosha,IL60673 		No Relationship   Contribution provided 1,028

The Actuarial Foundation

1515 E Woodfield Rd Ste 625
Highland Park,IL60173 		No Relationship   Contribution provided 15,000

United Way of Lake County

330 S Greenleaf St
New York,IL60031 		No Relationship   Contribution provided 5,000

United Way of Lake County

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

United Way of Lake County

330 S Greenleaf Street
Waukegan,IL60031 		No Relationship   Contribution provided 14,005

United Way of Lake County

330 S Greenleaf St
Carol Stream,IL60031 		No Relationship   Contribution provided 150,000

Youth and Family Counseling

1113 S Milwaukee Avenue Ste 104
Reading,IL60048 		No Relationship   Contribution provided 1,798

Youth and Family Counseling

1113 S Milwaukee Avenue
Suite 104
Round Lake,IL60048 		No Relationship   Contribution provided 40,000

Wounded Warrior Project

PO Box 758516
Kenosha,KS66675 		No Relationship   Contribution provided 909
Total ................................. 3a 1,823,963
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022704
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

Attach to Form 990, 990-EZ, or 990-PF.
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 ......... $  
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. 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

$ 1,823,963


(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 2025 InvestmentsGovtObligationsSch
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
25022704
Software Version:
V2.0
US Government Securities - End of Year Book Value:

2,132,475
US Government Securities - End of Year Fair Market Value:

2,124,149
State & Local Government Securities - End of Year Book Value:


2,124,149
State & Local Government Securities - End of Year Fair Market Value:


2,124,149


TY 2025 InvestmentsOtherSchedule2
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
25022704
Software Version:
V2.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Exchange Traded Fund Securities FMV 10,520,781 10,520,781

TY 2025 OtherExpensesSchedule
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
25022704
Software Version:
V2.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
General and Sundry Expense 7,010 0 0 0


TY 2025 OtherIncomeSchedule2
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
25022704
Software Version:
V2.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Change in Accrued Income 1,934 0 0


TY 2025 OtherIncreasesSchedule
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
25022704
Software Version:
V2.0
Description Amount
Unrealized Gain on public traded securities 450,395


TY 2025 TaxesSchedule
Name:
TRUSTMARK FOUNDATION
EIN:
36-3330631
Software ID:
25022704
Software Version:
V2.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Other State Taxes 332 0 0 0