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← LAKE FOREST-LAKE BLUFF SENIOR CITIZENS FOUNDATION

Form 990 for tax year 2025

Filed by LAKE FOREST-LAKE BLUFF SENIOR CITIZENS FOUNDATION.

Totals

Total revenue
$715,305
Total expenses
$325,987
Contributions and grants received
$162,197
Grants paid
$242,942
Program service revenue
$0
Investment income
$553,108
Other revenue
$0
Total assets, end of year
$5,669,074
Total liabilities, end of year
$25,104
Net assets or fund balances, end of year
$5,643,970
Program services expenses (Part IX)
$242,942
Management and general expenses
$46,512
Fundraising expenses
$36,533
Program service expenses (Part III)
$242,942

Program services were 74.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $10,000

  • 1f · All other contributions, gifts and grants

    $152,197

  • 3 · Investment income

    total $362,254 · excluded $362,254

  • 7a · Gross sales of assets other than inventory

    securities $945,228

  • 7b · Less cost or other basis and sales expenses

    securities $754,374

  • 7c · Gain or loss

    securities $190,854

  • 7d · Net gain or loss

    total $190,854 · excluded $190,854

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $242,942 · program services $242,942

  • 11c · Fees: accounting

    total $23,643 · management and general $23,643

  • 11f · Fees: investment management

    total $8,910 · management and general $8,910

  • 11g · Fees: other

    total $24,650 · management and general $12,325 · fundraising $12,325

  • 13 · Office expenses

    total $3,524 · management and general $371 · fundraising $3,153

  • 23 · Insurance

    total $1,263 · management and general $1,263

  • 24a · Other expenses: FUNDRAISING EXPENSES

    total $21,055 · fundraising $21,055

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $37,391 · end of year $12,532

  • 2 · Savings and temporary cash investments

    beginning of year $32,081 · end of year $24,541

  • 11 · Investments: publicly traded securities

    beginning of year $4,918,844 · end of year $5,632,001

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,687 · end of year $25,104

  • 27 · Net assets without donor restrictions

    beginning of year $4,292,634 · end of year $4,837,201

  • 28 · Net assets with donor restrictions

    beginning of year $674,995 · end of year $806,769

Mission and programs · 2025

Mission

TO CREATE AN AWARENESS IN LAKE FOREST AND LAKE BLUFF OF THE INTERESTS AND NEEDS OF SENIOR CITIZENS; TO SUPPORT THE ACTIVITIES AND FACILITIES OF DICKINSON HALL, THE SENIOR CENTER SERVING LAKE FOREST AND LAKE BLUFF; TO PROVIDE MATERIAL AND FINANCIAL SUPPORT TO THE LAKE FOREST-LAKE BLUFF SENIOR RESOURCES COMMISSION

Activities or mission (Part I)

TO PROVIDE PARTIAL FUNDING FOR THE LAKE FOREST-LAKE BLUFF SENIOR CENTER

  • PROVIDE SUPPORT FOR SENIOR CENTER PROGRAM ACTIVITIES, CAPITAL IMPROVEMENTS, AND TRANSPORTATION PROGRAM

    Expenses $116,606 · Grants $116,606

  • PROVIDE SUPPORT FOR SOCIAL SERVICE PROGRAMS FOR SENIOR CITIZENS, INCLUDING SENIOR ADVOCATE AND SOCIAL WORKER

    Expenses $126,336 · Grants $126,336

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paul Lemieux

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Steve Potsic

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joann Desmond

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Dewart

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerry Henry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Dillon

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Gale Strenger Wayne

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Ellard Pfaelzer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jill Rosa

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Karlblom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Cullen

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Bill Summer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • SENIOR ADVOCATE

    $86,643

    SOCIAL SERVICES

  • SENIOR RESOURCES COMMISSION

    $81,010

    FINANCIAL SUPPORT

  • SENIOR TRANSPORTATION

    $34,000

    TRANSPORTATION SERVICE

  • FAITH IN ACTION

    $30,000

    SOCIAL SERVICES

Provenance

Return type
form_990
Tax year
2025
Filed
22 July 2026
IRS schema version
2025v4.2
Source object
202612039349301291

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