Civic Intelligence
Officer

JP MORGAN CHASE

142 organizations • 246 returns • Latest tax year 2024

TrusteeInvestment Manager & CustoInstitutional TrusteeMemberBank Trustee
Name Match Caveat

This page groups activity by normalized name only. It may combine different people who share the same name.

Organizations

142

Returns

246

Total Compensation

$5,318,911

Total Benefits

$0

Organizations

OrganizationEINReturnsLatest YearLatest TitleCompensation
Delta Pilots Disability and Survivorship Trust36-675161662024Trustee$1,020,846
Maxine Ann Staley Fund XXXXX200773-145503742021Trustee$466,578
Howard Young Medical Center Trust XXXXX000513-306221112018Trustee$287,649
Constans-Culver Foundation P6018000013-604805922019Trustee$138,881
Donald L Hutt Trust XXXXX200475-600880912020Trustee$126,237
Helens Park Trust Texas Commerce Bank Na76-608282322019Trustee$117,535
Sinsheimer Foundation P6013400713-604742112018Trustee$110,802
Otis a & Margaret T Barnes Trust XXXXX400384-602346612018Trustee$109,830
Herman J Adelmann Univ of Illinois Medical36-640416132020Trustee$95,765
Clementine C Conkling Trust XXXXX100706-602212022019Trustee$95,523
Louis & Rose Klosk Fund UW L Klost T-700213-632899422018Trustee$93,254
Nancy D Carmichael Trust R76163006 55103170174-608882922019Trustee$90,920
Henry Family Charitable Foundation C/O Charles R Henry Co-Trustee20-8046242102019Investment Manager & Custo$89,805
Eisenberg Family Trust XXXXX600952-709139212018Trustee$89,740
Arthur K Watson Trust XXXXX500113-298946812018Trustee$85,491
Federation of Protestant Welfare Agencies Trust P0709900813-603635512018Trustee$78,358
Northwest Airlines Group Medical Trust27-136510842024Trustee$72,000
Orval & Lillian Shore Trust 1 R5648200416-654844142020Trustee$66,108
Irwin Block and Sonia Wysocki Block Scholarship Memorial Fund13-309623822019Trustee$62,266
Edgar Wilson Charitable Trust XXXXX500461-616280422018Trustee$59,724
W B Munson Foundation XXXXX500875-601506812018Trustee$58,908
Rodney B Janes Memorial Fund XXXXX800516-618375522018Trustee$56,406
Delta Pilots Medical Trust36-679191762024Trustee$52,938
Katharine Scallan Scholarship Tr XXXXX100636-762374812018Trustee$52,625
Delta Account-Based Medical Trust75-326160062024Trustee$52,215
Delta Family Care Medical Trust36-679191662024Trustee$49,711
Lillian J Wallace Tr UW No 2 XXXXX400661-609145822020Trustee$48,725
Oliver W Storer Scholarship Foundation35-601204412018Trustee$46,618
Sheets Blanche Trust XXXXX200431-602101332020Trustee$43,255
Grant Campbell Orbie Durham & Maudene Gronlund Chr Tr20-527510622020Trustee$39,250
Frederick Ingalls Trust FBO Margaret Ingalls R6361700636-601121912019Trustee$39,169
Glen D Vandenbelt Tr No II38-642399822020Trustee$38,370
Henry W Gregory Trust U Will 3202 City Trust Co06-602225732019Trustee$37,950
Harry S Fredenburgh Scholarship Fund Trust 31701112016-622978122018Trustee$37,392
Ethel R Russell Intervivos Trust XXXXX000275-654610922019Trustee$36,697
Karl Gassert Charitable Trust XXXXX100135-633660822019Trustee$33,936
Herman J Adelmann Tr Silver Cross Hospital Trust R6420500936-640415932020Trustee$32,775
The Weber W Sebald Foundation 6818021900 / R5796000831-602073032020Trustee$32,085
Gregory Menn Foundation XXXXX700139-614325432021Trustee$30,833
Mary Foley Walsh Charitable Tr 63003120038-684094212019Trustee$29,770
The Grace Law Trust XXXXX300361-612533122019Trustee$29,235
Robert and Mabel Lipscomb Fd XXXXX700674-232397312018Trustee$28,723
The William B Pollock Company Foundation34-651407812018Trustee$28,082
Sarah Gassert Charitable Trust XXXXX800835-638751922019Trustee$27,275
Delta Family Care Disability and Survivorship Trust36-675161562024Trustee$26,145
Society of Women Geographers Tr XXXXX100413-602468432019Trustee$25,773
A G Cox Charity Trust XXXXX900136-601149812018Trustee$24,601
Loretta a Wells Nursing Scholarship Tr39-636473412019Trustee$23,523
Doris a Mackinnon Charitable Trust XXXXX100420-601659812018Trustee$23,214
Blair a & Martha C Rieth Family Fdn XXXXX700435-670434112018Trustee$22,375
Herman J Adelmann Tr Joliet Junior College Trust R6420600736-640416022019Trustee$21,427
Edith and Ethel Jardine Family Trust13-711950012018Trustee$20,883
Margaret M Fauver Charitable Foundation45-371259512018Trustee$20,690
Texas Scottish Rite Hospital for Children Trust75-601387512018Trustee$20,680
Clement C Seibel Foundation Fund R7078000339-159113612019Trustee$20,508
Helen S Barnes Trust FBO St James Episcopal Church72-609273322019Trustee$20,372
Russell a Firestone Church Trust 6842003900 / R5961100534-651607332020Trustee$20,027
National Academy of Design Tr XXXXX300113-675556212018Trustee$19,564
William Laux Jr Memorial Trust XXXXX400139-655197112019Trustee$19,449
Firestone Raymond C Church Trust XXXXX900831-650244122020Trustee$19,178
Alice Shaw Farber Trust UW Charities13-676345512018Trustee$18,502
Theodore P Davis Charitable Trust R7632800574-625489512018Trustee$18,461
Bomar Charitable Trust XXXXX500775-644918712018Trustee$18,288
William Van Law Plankey Charitable Endowment Trust R7682600875-267293512018Trustee$17,869
Nason Pritchard Fund in Engineering Wvu R7321600555-610430312018Trustee$17,851
John Frank Hulse and Brittie M Hulse Memorial Fund 8300259700 / R7600800374-300580212018Trustee$17,755
Fred G Suhling Char Trust 2657300636-621189212019Trustee$17,712
Claude Jones Trust XXXXX300475-618396412018Trustee$17,544
Lesser Franklin Family Memorial Charitable Trust G W Franklin Ttee36-662133732020Trustee$16,924
Madalynne F Laux Memorial Trust XXXXX500839-655197212019Trustee$16,644
Alberty FBO Capital XXXXX100231-609617212018Trustee$15,397
Ava S Burrows and Robert M Burrows Trust to Help Crippled Children74-644000932020Trustee$15,233
Harry Evert Haynes Fund XXXXX200513-621130212018Trustee$15,057
Barnett FBO Indiana University Fdn XXXXX500720-305368512018Trustee$14,975
Mckenzie Family Foundation XXXXX400480-086007212018Trustee$14,514
Mary Frazer Trust UW 340108200061-603058312018Trustee$13,676
Barron Scholarship Tr Ua 01179638-666289312018Trustee$13,249
Samuel H Shouse Sr XXXXX200661-612405122019Trustee$12,910
Dorothy a Ashcraft Charitable XXXXX700839-646188012018Trustee$12,540
Nellie Bundy Bailey Trust R60757003 282012180035-601209912018Trustee$12,407
Succ Tr UW Wm Higgins - Avelena Fund 2835167310 / R6070100135-600920912018Trustee$11,733
Kaufman & Coffman Scholarship Fund XXXXX600761-625277412018Trustee$11,712
Herman J Adelmann Tr Joliet YMCA Trust36-640416212020Trustee$11,519
J L & C N Coffman Foundation XXXXX500173-619560012018Trustee$11,228
Lenora Gross Grindon Trust XXXXX200537-126745312018Trustee$11,209
New York Assn for the Blind Trust Ua R5078300113-602444612018Trustee$10,675
Herman M Danke Trust XXXXX000806-620595712019Trustee$10,656
Morse Student Loan Fund Char Tr XXXXX500974-287855112018Trustee$10,635
Old Goshen Church & Cemetery Memorial Foundation Inc.31-097141512019Trustee$10,563
John S Wheelan Fund XXXXX300313-621130312018Trustee$10,532
Igud Yotzei Sin Israel Charitable Foundation 66100129216-644629112018Trustee$10,417
Mary Rohrer Miller Scholarship Fund 280034220020-555263212018Trustee$10,059
F B Parriott Trust Co Trust Company Of73-608989022017Trustee$9,631
George & Anna Dittmer Scholarship Trust Fund39-633071722020Trustee$9,555
U of Notre Dame Trust R54392007 Murray J Booth16-652184812019Trustee$9,457
Frances Hollis Palmros Trust C/O Team Bank75-639818212018Trustee$9,257
Freda Maytag-Grace Crawford Trust 101200191084-608560012018Trustee$9,183
Rose & Louis Klosk Fund UW R Klosk Trust R5174200613-633434812018Trustee$8,980
Russell & Frieda Deyong Foundation XXXXX400036-705413122019Trustee$8,936
Arnold Fisher Trust for the Homeless39-657830612019Trustee$8,830
Annabel Taylor Tr UW R70922001 957215951039-614678512018Trustee$8,580
E C Adleta Foundation XXXXX400175-601006112018Trustee$7,698
Robert E Harrison Memorial Fund XXXXX700826-009389612018Trustee$7,622
Russell Farley Tuw FBO Centenary Col83-606680412018Trustee$6,999
Tw Sarah Beardsley FBO Bridgeport Hospital R5018000006-602196612019Trustee$6,094
L M Holtz Test Trust FBO Dorthy a Holtz Trust 30101060016-616255622018Trustee$5,538
Ella & Max Metzger Trust XXXXX500774-630881912018Trustee$5,405
Dr George H Kilpatrick Memorial Trust XXX-XX-XXXX / R7605400774-603252412018Trustee$5,384
Kaplan Coal City High Sch Fd XXXXX400236-687881222019Trustee$5,070
Ruth Coyer Scholarship Trust XXXXX100439-658214412019Trustee$4,719
Robert E Lee Testamentary Tr XXXXX200139-664263232021Trustee$4,404
R David and Sherri M Jones Foundation38-701966812018Trustee$4,377
John and Ena K Lund-Centenary College72-608783222018Trustee$4,344
Sebald Ww and E Mck Fund XXXXX100631-602073112018Trustee$4,293
Guy Mccomas Charitable Tr XXXXX200136-746585522019Trustee$3,701
Frank C King and Blanche H King Memorial Fund R7410400261-614004612018Trustee$3,000
Charles W Blair Testamentary Trust B R7525400472-613098312018Trustee$2,937
Roger W & Mary C Lyons Memorial Trust 955907711139-664262312019Trustee$2,890
Virginia E Jeffers Trust Na 938846600055-604726712019Trustee$2,834
Wymer Tr FBO Faith Christian School 2820476500 R6139800535-639601812018Trustee$2,831
Agnes a Crook Trust UW Dtd 121548 XXXXX600534-651480312018Trustee$2,785
Margaret L Davis Trust Fund XXXXX900335-197350512018Trustee$2,710
Burdette E Snyder Foundation XXXXX800813-602321212018Trustee$2,605
Dennis R and Nina B Jones Memorial Scholarship Fund36-676077812018Trustee$2,400
The Walter Curtis Palmer Scholarship R70827002 / 956701431039-603771312018Trustee$2,280
Cunningham Educational Memorial Fund16-601510212019Trustee$2,130
Dorothy G Evans Trust XXXXX200227-711299512019Trustee$2,059
Marjorie Sterrett Battleship Fund XXXXX200613-602566712018Trustee$2,053
W N Beard Trust XXXXX900775-601393912018Trustee$1,830
Robert Ewing Scholarship Trust 3601224802 R7489400872-602152312018Trustee$1,665
Florence E Kasel Testamentary Trust XXXXX900139-622004312019Trustee$1,596
Tw Clute Memorial Fund 309034080 R5259200415-601407012019Trustee$1,145
Bernice Pickens Parsons Foundation55-602699912012Trustee$1,008
Barnitz W O XXXXX800231-602069012018Trustee$828
Edward Lane Murphy Testamentary Trust B73-132580612018Trustee$824
Lewis a & Eleanor Shay Donaldson Trust R63808001 / 262009210336-601553912018Trustee$565
Perkins Jacob Henry Tw XXXXXXXX2-Pf22-602180112020Trustee$364
William B Young Trust XXXXX200616-617201812018Trustee$224
Fern Brown Memorial Fund 7000412800 R7570700173-616257312018Trustee$181
Reynolds American Medsave Plan56-642192672024Institutional Trustee$0
Financial Services Forum52-224164472019Member$0
Wal-Mart Stores Inc Associates' Health & Welfare Trust71-056942112013Bank Trustee$0

Returns

Tax YearOrganizationTypeTitleHours / WeekCompensationBenefitsReturn
2024Delta Pilots Disability and Survivorship Trust990Trustee1$58,736$0View return
2024Northwest Airlines Group Medical Trust990Trustee1$24,000$0View return
2024Delta Pilots Medical Trust990Trustee1$10,000$0View return
2024Delta Family Care Medical Trust990Trustee1$10,000$0View return
2024Delta Account-Based Medical Trust990Trustee1$10,000$0View return
2024Delta Family Care Disability and Survivorship Trust990Trustee1$633$0View return
2024Reynolds American Medsave Plan990Institutional Trustee0$0$0View return
2023Delta Pilots Disability and Survivorship Trust990Trustee1$332,420$0View return
2023Northwest Airlines Group Medical Trust990Trustee1$16,000$0View return
2023Delta Family Care Medical Trust990Trustee1$8,000$0View return
2023Delta Account-Based Medical Trust990Trustee1$8,000$0View return
2023Delta Pilots Medical Trust990Trustee1$8,000$0View return
2023Delta Family Care Disability and Survivorship Trust990Trustee1$480$0View return
2023Reynolds American Medsave Plan990Institutional Trustee0$0$0View return
2022Delta Pilots Disability and Survivorship Trust990Trustee1$120,658$0View return
2022Northwest Airlines Group Medical Trust990Trustee1$16,000$0View return
2022Delta Family Care Medical Trust990Trustee1$6,000$0View return
2022Delta Pilots Medical Trust990Trustee1$6,000$0View return
2022Delta Account-Based Medical Trust990Trustee1$6,000$0View return
2022Delta Family Care Disability and Survivorship Trust990Trustee1$405$0View return
2022Reynolds American Medsave Plan990Institutional Trustee0$0$0View return
2021Delta Pilots Disability and Survivorship Trust990Trustee1$253,822$0View return
2021Maxine Ann Staley Fund XXXXX2007990PFTrustee2$85,226-View return
2021Northwest Airlines Group Medical Trust990Trustee1$16,000$0View return
2021Delta Family Care Medical Trust990Trustee1$10,000$0View return
2021Delta Pilots Medical Trust990Trustee1$10,000$0View return
2021Delta Account-Based Medical Trust990Trustee0$10,000$0View return
2021Gregory Menn Foundation XXXXX7001990PFTrustee2$3,037$0View return
2021Robert E Lee Testamentary Tr XXXXX2001990PFTrustee2$1,135-View return
2021Delta Family Care Disability and Survivorship Trust990Trustee1$858$0View return
2021Reynolds American Medsave Plan990Institutional Trustee1$0$0View return
2020Donald L Hutt Trust XXXXX2004990PFTrustee2$126,237-View return
2020Delta Pilots Disability and Survivorship Trust990Trustee0$115,696$0View return
2020Maxine Ann Staley Fund XXXXX2007990PFTrustee2$72,215-View return
2020Herman J Adelmann Univ of Illinois Medical990PFTrustee2$34,754-View return
2020Lillian J Wallace Tr UW No 2 XXXXX4006990PFTrustee2$24,410-View return
2020Glen D Vandenbelt Tr No II990PFTrustee2$21,064-View return
2020Grant Campbell Orbie Durham & Maudene Gronlund Chr Tr990PFTrustee2$20,483-View return
2020Orval & Lillian Shore Trust 1 R56482004990PFTrustee2$19,335-View return
2020Sheets Blanche Trust XXXXX2004990PFTrustee2$15,840-View return
2020Gregory Menn Foundation XXXXX7001990PFTrustee2$14,431$0View return
2020Firestone Raymond C Church Trust XXXXX9008990PFTrustee2$12,195-View return
2020Herman J Adelmann Tr Silver Cross Hospital Trust R64205009990PFTrustee2$11,839-View return
2020The Weber W Sebald Foundation 6818021900 / R57960008990PFTrustee2$11,685-View return
2020Herman J Adelmann Tr Joliet YMCA Trust990PFTrustee2$11,519-View return
2020Delta Account-Based Medical Trust990Trustee0$9,988$0View return
2020Russell a Firestone Church Trust 6842003900 / R59611005990PFTrustee2$8,000-View return
2020Lesser Franklin Family Memorial Charitable Trust G W Franklin Ttee990PFTrustee2$6,274-View return
2020Delta Pilots Medical Trust990Trustee1$6,000$0View return
2020Delta Family Care Medical Trust990Trustee1$6,000$0View return
2020Ava S Burrows and Robert M Burrows Trust to Help Crippled Children990PFTrustee2$5,047-View return
2020George & Anna Dittmer Scholarship Trust Fund990PFTrustee2$4,664-View return
2020Robert E Lee Testamentary Tr XXXXX2001990PFTrustee2$1,149-View return
2020Delta Family Care Disability and Survivorship Trust990Trustee0$441$0View return
2020Perkins Jacob Henry Tw XXXXXXXX2-Pf990PFTrustee2$364-View return
2020Reynolds American Medsave Plan990Institutional Trustee1$0$0View return
2019Maxine Ann Staley Fund XXXXX2007990PFTrustee2$69,805-View return
2019Constans-Culver Foundation P60180000990PFTrustee2$67,949-View return
2019Helens Park Trust Texas Commerce Bank Na990PFTrustee4$65,465-View return
2019Clementine C Conkling Trust XXXXX1007990PFTrustee2$50,730-View return
2019Nancy D Carmichael Trust R76163006 551031701990PFTrustee2$46,540-View return
2019Frederick Ingalls Trust FBO Margaret Ingalls R63617006990PFTrustee2$39,169-View return
2019Herman J Adelmann Univ of Illinois Medical990PFTrustee2$34,424-View return
2019Irwin Block and Sonia Wysocki Block Scholarship Memorial Fund990PFTrustee2$30,358-View return
2019Mary Foley Walsh Charitable Tr 630031200990PFTrustee2$29,770-View return
2019Lillian J Wallace Tr UW No 2 XXXXX4006990PFTrustee2$24,315-View return
2019Loretta a Wells Nursing Scholarship Tr990PFTrustee2$23,523-View return
2019Clement C Seibel Foundation Fund R70780003990PFTrustee2$20,508-View return
2019Ethel R Russell Intervivos Trust XXXXX0002990PFTrustee2$20,390-View return
2019William Laux Jr Memorial Trust XXXXX4001990PFTrustee2$19,449-View return
2019Sheets Blanche Trust XXXXX2004990PFTrustee2$19,212-View return
2019Orval & Lillian Shore Trust 1 R56482004990PFTrustee2$18,965-View return
2019Grant Campbell Orbie Durham & Maudene Gronlund Chr Tr990PFTrustee2$18,767-View return
2019Karl Gassert Charitable Trust XXXXX1001990PFTrustee2$18,002-View return
2019Fred G Suhling Char Trust 26573006990PFTrustee2$17,712-View return
2019Glen D Vandenbelt Tr No II990PFTrustee2$17,306-View return
2019Madalynne F Laux Memorial Trust XXXXX5008990PFTrustee2$16,644-View return
2019The Grace Law Trust XXXXX3003990PFTrustee2$16,315-View return
2019Henry Family Charitable Foundation C/O Charles R Henry Co-Trustee990PFInvestment Manager & Custo1$15,775$0View return
2019Henry W Gregory Trust U Will 3202 City Trust Co990PFTrustee2$15,340-View return
2019Sarah Gassert Charitable Trust XXXXX8008990PFTrustee2$14,260-View return
2019Herman J Adelmann Tr Joliet Junior College Trust R64206007990PFTrustee2$11,929-View return
2019Herman J Adelmann Tr Silver Cross Hospital Trust R64205009990PFTrustee2$11,678-View return
2019The Weber W Sebald Foundation 6818021900 / R57960008990PFTrustee2$11,536-View return
2019Herman M Danke Trust XXXXX0008990PFTrustee2$10,656-View return
2019Old Goshen Church & Cemetery Memorial Foundation Inc.990PFTrustee2$10,563-View return
2019U of Notre Dame Trust R54392007 Murray J Booth990PFTrustee2$9,457-View return
2019Arnold Fisher Trust for the Homeless990PFTrustee2$8,830$0View return
2019Samuel H Shouse Sr XXXXX2006990PFTrustee2$8,707-View return
2019Russell a Firestone Church Trust 6842003900 / R59611005990PFTrustee2$6,211-View return
2019Lesser Franklin Family Memorial Charitable Trust G W Franklin Ttee990PFTrustee2$6,097-View return
2019Tw Sarah Beardsley FBO Bridgeport Hospital R50180000990PFTrustee2$6,094-View return
2019Ava S Burrows and Robert M Burrows Trust to Help Crippled Children990PFTrustee2$4,973-View return
2019Society of Women Geographers Tr XXXXX1004990PFTrustee2$4,951-View return
2019George & Anna Dittmer Scholarship Trust Fund990PFTrustee2$4,891-View return
2019Ruth Coyer Scholarship Trust XXXXX1004990PFTrustee2$4,719-View return
2019Russell & Frieda Deyong Foundation XXXXX4000990PFTrustee2$4,386-View return
2019Roger W & Mary C Lyons Memorial Trust 9559077111990PFTrustee2$2,890-View return
2019Virginia E Jeffers Trust Na 9388466000990PFTrustee2$2,834-View return
2019Helen S Barnes Trust FBO St James Episcopal Church990PFTrustee2$2,269-View return
2019Cunningham Educational Memorial Fund990PFTrustee2$2,130-View return
2019Robert E Lee Testamentary Tr XXXXX2001990PFTrustee2$2,120-View return
2019Dorothy G Evans Trust XXXXX2002990PFTrustee2$2,059-View return
2019Kaplan Coal City High Sch Fd XXXXX4002990PFTrustee2$1,909-View return
2019Florence E Kasel Testamentary Trust XXXXX9001990PFTrustee2$1,596-View return
2019Guy Mccomas Charitable Tr XXXXX2001990PFTrustee2$1,347-View return
2019Tw Clute Memorial Fund 309034080 R52592004990PFTrustee2$1,145-View return
2019Financial Services Forum990Member0$0$0View return
2019Reynolds American Medsave Plan990Institutional Trustee1$0$0View return
2018Howard Young Medical Center Trust XXXXX0005990PFTrustee2$287,649-View return
2018Maxine Ann Staley Fund XXXXX2007990PFTrustee2$239,332-View return
2018Sinsheimer Foundation P60134007990PFTrustee10$110,802-View return
2018Otis a & Margaret T Barnes Trust XXXXX4003990PFTrustee2$109,830-View return
2018Eisenberg Family Trust XXXXX6009990PFTrustee2$89,740-View return
2018Arthur K Watson Trust XXXXX5001990PFTrustee5$85,491-View return
2018Federation of Protestant Welfare Agencies Trust P07099008990PFTrustee2$78,358-View return
2018Constans-Culver Foundation P60180000990PFTrustee2$70,932-View return
2018W B Munson Foundation XXXXX5008990PFTrustee2$58,908-View return
2018Katharine Scallan Scholarship Tr XXXXX1006990PFTrustee2$52,625-View return
2018Helens Park Trust Texas Commerce Bank Na990PFTrustee4$52,070-View return
2018Louis & Rose Klosk Fund UW L Klost T-7002990PFTrustee2$46,627-View return
2018Louis & Rose Klosk Fund UW L Klost T-7002990PFTrustee2$46,627-View return
2018Oliver W Storer Scholarship Foundation990PFTrustee2$46,618-View return
2018Clementine C Conkling Trust XXXXX1007990PFTrustee2$44,793-View return
2018Nancy D Carmichael Trust R76163006 551031701990PFTrustee2$44,380-View return
2018Irwin Block and Sonia Wysocki Block Scholarship Memorial Fund990PFTrustee2$31,908-View return
2018Edgar Wilson Charitable Trust XXXXX5004990PFTrustee2$29,862-View return
2018Edgar Wilson Charitable Trust XXXXX5004990PFTrustee2$29,862-View return
2018Robert and Mabel Lipscomb Fd XXXXX7006990PFTrustee2$28,723-View return
2018Rodney B Janes Memorial Fund XXXXX8005990PFTrustee2$28,203-View return
2018Rodney B Janes Memorial Fund XXXXX8005990PFTrustee2$28,203-View return
2018The William B Pollock Company Foundation990PFTrustee2$28,082-View return
2018Herman J Adelmann Univ of Illinois Medical990PFTrustee2$26,587-View return
2018A G Cox Charity Trust XXXXX9001990PFTrustee2$24,601-View return
2018Doris a Mackinnon Charitable Trust XXXXX1004990PFTrustee2$23,214-View return
2018Blair a & Martha C Rieth Family Fdn XXXXX7004990PFTrustee2$22,375-View return
2018Edith and Ethel Jardine Family Trust990PFTrustee2$20,883-View return
2018Margaret M Fauver Charitable Foundation990PFTrustee2$20,690-View return
2018Texas Scottish Rite Hospital for Children Trust990PFTrustee2$20,680-View return
2018National Academy of Design Tr XXXXX3001990PFTrustee2$19,564-View return
2018Harry S Fredenburgh Scholarship Fund Trust 317011120990PFTrustee2$18,696-View return
2018Harry S Fredenburgh Scholarship Fund Trust 317011120990PFTrustee2$18,696-View return
2018Alice Shaw Farber Trust UW Charities990PFTrustee2$18,502-View return
2018Theodore P Davis Charitable Trust R76328005990PFTrustee2$18,461-View return
2018Bomar Charitable Trust XXXXX5007990PFTrustee2$18,288-View return
2018Helen S Barnes Trust FBO St James Episcopal Church990PFTrustee2$18,103-View return
2018William Van Law Plankey Charitable Endowment Trust R76826008990PFTrustee2$17,869-View return
2018Nason Pritchard Fund in Engineering Wvu R73216005990PFTrustee2$17,851-View return
2018John Frank Hulse and Brittie M Hulse Memorial Fund 8300259700 / R76008003990PFTrustee2$17,755-View return
2018Claude Jones Trust XXXXX3004990PFTrustee2$17,544-View return
2018Henry Family Charitable Foundation C/O Charles R Henry Co-Trustee990PFInvestment Manager & Custo1$17,060$0View return
2018Ethel R Russell Intervivos Trust XXXXX0002990PFTrustee2$16,307-View return
2018Karl Gassert Charitable Trust XXXXX1001990PFTrustee2$15,934-View return
2018Alberty FBO Capital XXXXX1002990PFTrustee2$15,397-View return
2018Harry Evert Haynes Fund XXXXX2005990PFTrustee2$15,057-View return
2018Barnett FBO Indiana University Fdn XXXXX5007990PFTrustee2$14,975-View return
2018Mckenzie Family Foundation XXXXX4004990PFTrustee2$14,514-View return
2018Orval & Lillian Shore Trust 1 R56482004990PFTrustee2$13,904-View return
2018Orval & Lillian Shore Trust 1 R56482004990PFTrustee2$13,904-View return
2018Mary Frazer Trust UW 3401082000990PFTrustee2$13,676-View return
2018Gregory Menn Foundation XXXXX7001990PFTrustee2$13,365-View return
2018Barron Scholarship Tr Ua 011796990PFTrustee2$13,249-View return
2018Sarah Gassert Charitable Trust XXXXX8008990PFTrustee2$13,015-View return
2018The Grace Law Trust XXXXX3003990PFTrustee2$12,920-View return
2018Dorothy a Ashcraft Charitable XXXXX7008990PFTrustee2$12,540-View return
2018Nellie Bundy Bailey Trust R60757003 2820121800990PFTrustee2$12,407-View return
2018Succ Tr UW Wm Higgins - Avelena Fund 2835167310 / R60701001990PFTrustee2$11,733-View return
2018Kaufman & Coffman Scholarship Fund XXXXX6007990PFTrustee2$11,712-View return
2018Henry W Gregory Trust U Will 3202 City Trust Co990PFTrustee2$11,305-View return
2018Henry W Gregory Trust U Will 3202 City Trust Co990PFTrustee2$11,305-View return
2018J L & C N Coffman Foundation XXXXX5001990PFTrustee2$11,228-View return
2018Lenora Gross Grindon Trust XXXXX2005990PFTrustee2$11,209-View return
2018New York Assn for the Blind Trust Ua R50783001990PFTrustee2$10,675-View return
2018Morse Student Loan Fund Char Tr XXXXX5009990PFTrustee2$10,635-View return
2018John S Wheelan Fund XXXXX3003990PFTrustee2$10,532-View return
2018Igud Yotzei Sin Israel Charitable Foundation 661001292990PFTrustee2$10,417-View return
2018Society of Women Geographers Tr XXXXX1004990PFTrustee2$10,411-View return
2018Society of Women Geographers Tr XXXXX1004990PFTrustee2$10,411-View return
2018Mary Rohrer Miller Scholarship Fund 2800342200990PFTrustee2$10,059-View return
2018Herman J Adelmann Tr Joliet Junior College Trust R64206007990PFTrustee2$9,498-View return
2018Herman J Adelmann Tr Silver Cross Hospital Trust R64205009990PFTrustee2$9,258-View return
2018Frances Hollis Palmros Trust C/O Team Bank990PFTrustee2$9,257-View return
2018Freda Maytag-Grace Crawford Trust 1012001910990PFTrustee2$9,183-View return
2018Rose & Louis Klosk Fund UW R Klosk Trust R51742006990PFTrustee2$8,980-View return
2018The Weber W Sebald Foundation 6818021900 / R57960008990PFTrustee2$8,864-View return
2018Annabel Taylor Tr UW R70922001 9572159510990PFTrustee2$8,580-View return
2018Sheets Blanche Trust XXXXX2004990PFTrustee2$8,203-View return
2018E C Adleta Foundation XXXXX4001990PFTrustee2$7,698-View return
2018Robert E Harrison Memorial Fund XXXXX7008990PFTrustee2$7,622-View return
2018Russell Farley Tuw FBO Centenary Col990PFTrustee2$6,999-View return
2018Firestone Raymond C Church Trust XXXXX9008990PFTrustee2$6,983-View return
2018Russell a Firestone Church Trust 6842003900 / R59611005990PFTrustee2$5,816-View return
2018Ella & Max Metzger Trust XXXXX5007990PFTrustee2$5,405-View return
2018Dr George H Kilpatrick Memorial Trust XXX-XX-XXXX / R76054007990PFTrustee2$5,384-View return
2018Ava S Burrows and Robert M Burrows Trust to Help Crippled Children990PFTrustee2$5,213-View return
2018Lesser Franklin Family Memorial Charitable Trust G W Franklin Ttee990PFTrustee2$4,553-View return
2018Russell & Frieda Deyong Foundation XXXXX4000990PFTrustee2$4,550-View return
2018R David and Sherri M Jones Foundation990PFTrustee2$4,377-View return
2018Sebald Ww and E Mck Fund XXXXX1006990PFTrustee2$4,293-View return
2018Samuel H Shouse Sr XXXXX2006990PFTrustee2$4,203-View return
2018Kaplan Coal City High Sch Fd XXXXX4002990PFTrustee2$3,161-View return
2018Frank C King and Blanche H King Memorial Fund R74104002990PFTrustee2$3,000-View return
2018Charles W Blair Testamentary Trust B R75254004990PFTrustee2$2,937-View return
2018Wymer Tr FBO Faith Christian School 2820476500 R61398005990PFTrustee2$2,831-View return
2018Agnes a Crook Trust UW Dtd 121548 XXXXX6005990PFTrustee2$2,785-View return
2018L M Holtz Test Trust FBO Dorthy a Holtz Trust 301010600990PFTrustee2$2,769-View return
2018L M Holtz Test Trust FBO Dorthy a Holtz Trust 301010600990PFTrustee2$2,769-View return
2018Margaret L Davis Trust Fund XXXXX9003990PFTrustee2$2,710-View return
2018Burdette E Snyder Foundation XXXXX8008990PFTrustee2$2,605-View return
2018Dennis R and Nina B Jones Memorial Scholarship Fund990PFTrustee2$2,400-View return
2018Guy Mccomas Charitable Tr XXXXX2001990PFTrustee2$2,354-View return
2018The Walter Curtis Palmer Scholarship R70827002 / 9567014310990PFTrustee2$2,280-View return
2018John and Ena K Lund-Centenary College990PFTrustee2$2,172-View return
2018John and Ena K Lund-Centenary College990PFTrustee2$2,172-View return
2018Marjorie Sterrett Battleship Fund XXXXX2006990PFTrustee2$2,053-View return
2018W N Beard Trust XXXXX9007990PFTrustee2$1,830-View return
2018Robert Ewing Scholarship Trust 3601224802 R74894008990PFTrustee2$1,665-View return
2018Barnitz W O XXXXX8002990PFTrustee2$828-View return
2018Edward Lane Murphy Testamentary Trust B990PFTrustee2$824-View return
2018Lewis a & Eleanor Shay Donaldson Trust R63808001 / 2620092103990PFTrustee2$565-View return
2018William B Young Trust XXXXX2006990PFTrustee2$224-View return
2018Fern Brown Memorial Fund 7000412800 R75707001990PFTrustee2$181-View return
2018Financial Services Forum990Member0$0$0View return
2018Reynolds American Medsave Plan990Institutional Trustee1$0$0View return
2017Henry Family Charitable Foundation C/O Charles R Henry Co-Trustee990PFInvestment Manager & Custo1$18,269$0View return
2017F B Parriott Trust Co Trust Company Of990PFTrustee2$2,164-View return
2017Financial Services Forum990Member0$0$0View return
2016Henry Family Charitable Foundation C/O Charles R Henry Co-Trustee990PFInvestment Manager & Custo1$16,512$0View return
2016F B Parriott Trust Co Trust Company Of990PFTrustee2$7,467-View return
2016Financial Services Forum990Member0$0$0View return
2015Henry Family Charitable Foundation C/O Charles R Henry Co-Trustee990PFInvestment Manager & Custo1$9,251$0View return
2015Financial Services Forum990Member0$0$0View return
2014Henry Family Charitable Foundation C/O Charles R Henry Co-Trustee990PFInvestment Manager & Custo1$2,678$0View return
2014Financial Services Forum990Member0$0$0View return
2013Delta Pilots Disability and Survivorship Trust990Trustee1$139,514$0View return
2013Delta Family Care Disability and Survivorship Trust990Trustee1$23,328$0View return
2013Delta Pilots Medical Trust990Trustee1$12,938$0View return
2013Delta Family Care Medical Trust990Trustee1$9,711$0View return
2013Delta Account-Based Medical Trust990Trustee1$8,227$0View return
2013Henry Family Charitable Foundation C/O Charles R Henry Co-Trustee990PFInvestment Manager & Custo1$2,328$0View return
2013Financial Services Forum990Member0$0$0View return
2013Wal-Mart Stores Inc Associates' Health & Welfare Trust990Bank Trustee40$0$0View return
2012Henry Family Charitable Foundation C/O Charles R Henry Co-Trustee990PFInvestment Manager & Custo1$1,910$0View return
2012Bernice Pickens Parsons Foundation990PFTrustee1$1,008$0View return
2011Henry Family Charitable Foundation C/O Charles R Henry Co-Trustee990PFInvestment Manager & Custo1$2,436$0View return
2010Henry Family Charitable Foundation C/O Charles R Henry Co-Trustee990PFInvestment Manager & Custo1$3,586$0View return