Nonprofit · EIN 36-3330631
TRUSTMARK FOUNDATION
Tax-exempt · LAKE FOREST, IL 60045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,489,212 | $1,867,947 | $621,265 | $14,538,220 | $0 | $14,538,220 |
| December 31, 2024 | 990-PF | $2,363,526 | $1,529,871 | $833,655 | $13,466,560 | $0 | $13,466,560 |
| December 31, 2023 | 990-PF | $2,140,092 | $1,338,092 | $802,000 | $12,368,187 | $0 | $12,368,187 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,877,329
- Dividends
- $520,606
- Interest
- $66,413
- Net gain from sales of assets
- $22,930
- Other income
- $1,934
Expenses
- Grants and similar amounts paid
- $1,823,963
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $31,731
- Disbursements for charitable purposes
- $1,823,963
- Excise tax on investment income
- $8,478
Balance sheet and other
- Total assets, start of year
- $13,466,560
- Total assets, end of year
- $14,538,220
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,538,220
- Fair market value of assets
- $14,538,220
- Qualifying distributions
- $1,823,963
- Net investment income
- $609,949
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Wiklund 400 FIELD DRIVE, LAKE FOREST, IL 60045 | Trustee Nominee | 0 | $0 |
| Tayva Bancroft 400 FIELD DRIVE, LAKE FOREST, IL 60045 | Trustee Nominee | 0 | $0 |
| Katie Licup 400 Field Drive, LAKE FOREST, IL 60045 | Trustee Nominee | 0 | $0 |
| Daniel Mandarino 400 FIELD DRIVE, LAKE FOREST, IL 60045 | Chairperson | 40 | $0 |
| Nina Durkin 400 Field Drive, Lake Forest, IL 60045 | Trustee Nominee | 0 | $0 |
| David Weick 400 Field Drive, Lake Forest, IL 60045 | Trustee Nominee | 0 | $0 |
| Jennifer Daniels 400 Field Drive, Lake Forest, IL 60045 | Trustee Nominee | 0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Wiklund 400 FIELD DRIVE, LAKE FOREST, IL 60045 | Trustee Nominee | 0 | $0 |
| Tayva Bancroft 400 FIELD DRIVE, LAKE FOREST, IL 60045 | Trustee Nominee | 0 | $0 |
| Katie Licup 400 Field Drive, LAKE FOREST, IL 60045 | Trustee Nominee | 0 | $0 |
| Daniel Mandarino 400 FIELD DRIVE, LAKE FOREST, IL 60045 | Chairperson | 40 | $0 |
| Nina Durkin 400 Field Drive, Lake Forest, IL 60045 | Trustee Nominee | 0 | $0 |
| David Weick 400 Field Drive, Lake Forest, IL 60045 | Trustee Nominee | 0 | $0 |
| Jennifer Daniels 400 Field Drive, Lake Forest, IL 60045 | Trustee Nominee | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Wiklund 400 FIELD DRIVE, LAKE FOREST, IL 60045 | Trustee Nominee | 0 | $0 |
| Tayva Bancroft 400 FIELD DRIVE, LAKE FOREST, IL 60045 | Trustee Nominee | 0 | $0 |
| Katie Licup 400 Field Drive, LAKE FOREST, IL 60045 | Trustee Nominee | 0 | $0 |
| Daniel Mandarino 400 FIELD DRIVE, LAKE FOREST, IL 60045 | Chairperson | 40 | $0 |
| Nina Durkin 400 Field Drive, Lake Forest, IL 60045 | Trustee Nominee | 0 | $0 |
| David Weick 400 Field Drive, Lake Forest, IL 60045 | Trustee Nominee | 0 | $0 |
| Jennifer Daniels 400 Field Drive, Lake Forest, IL 60045 | Trustee Nominee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 N FIELD DR, LAKE FOREST, IL 60045-4809
- In care of
- % DANIEL MANDARINO
- Signed the 990-PF
- Daniel Mandarino, Vice President
- Phone
- (847) 615-1500
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-3330631
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,538,220
- Income (IRS master file)
- $2,489,212
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,489,212 | $1,867,947 | $14,538,220 | IRS |
| 990-PF | December 2024 | $2,363,526 | $1,529,871 | $13,466,560 | XML |
| 990-PF | December 2023 | $2,140,092 | $1,338,092 | $12,368,187 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3330631).
Questions about TRUSTMARK FOUNDATION
- What is the EIN of TRUSTMARK FOUNDATION?
- The employer identification number (EIN) of TRUSTMARK FOUNDATION is 36-3330631.
- Is TRUSTMARK FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to TRUSTMARK FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUSTMARK FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUSTMARK FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUSTMARK FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TRUSTMARK FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does TRUSTMARK FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,489,212, expenses of $1,867,947 and total assets of $14,538,220 at year end.
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