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← LAKE FOREST-LAKE BLUFF SENIOR CITIZENS FOUNDATION

Form 990 for tax year 2023

Filed by LAKE FOREST-LAKE BLUFF SENIOR CITIZENS FOUNDATION.

Totals

Total revenue
$294,695
Total expenses
$271,058
Contributions and grants received
$109,018
Grants paid
$210,125
Program service revenue
$0
Investment income
$185,677
Other revenue
$0
Total assets, end of year
$4,678,801
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,678,801
Program services expenses (Part IX)
$210,125
Management and general expenses
$47,633
Fundraising expenses
$13,300
Program service expenses (Part III)
$210,125

Program services were 77.5% 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

    $99,018

  • 3 · Investment income

    total $195,095 · excluded $195,095

  • 7a · Gross sales of assets other than inventory

    securities $734,645

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

    securities $744,063

  • 7c · Gain or loss

    securities -$9,418

  • 7d · Net gain or loss

    total -$9,418 · excluded -$9,418

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $210,125 · program services $210,125

  • 11c · Fees: accounting

    total $14,275 · management and general $14,275

  • 11g · Fees: other

    total $21,598 · management and general $21,598

  • 13 · Office expenses

    total $10,583 · management and general $10,583

  • 23 · Insurance

    total $1,177 · management and general $1,177

  • 24a · Other expenses: FUNDRAISING EXPENSES

    total $13,300 · fundraising $13,300

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $25,393 · end of year $18,880

  • 2 · Savings and temporary cash investments

    beginning of year $25,079 · end of year $51,994

  • 11 · Investments: publicly traded securities

    beginning of year $4,274,147 · end of year $4,607,927

  • 27 · Net assets without donor restrictions

    beginning of year $3,694,607 · end of year $4,021,013

  • 28 · Net assets with donor restrictions

    beginning of year $630,012 · end of year $657,788

Mission and programs · 2023

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 $127,085 · Grants $127,085

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

    Expenses $83,040 · Grants $83,040

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paul Lemieux

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Steve Potsic

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Joann Desmond

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Cathy Waldeck

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Jim Blanda

    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

  • Bob Karlblom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Howard Kerr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jack Meierhoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Dillon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gale Strenger Wayne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ellard Pfaelzer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donna Slayton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jill Rosa

    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

Provenance

Return type
form_990
Tax year
2023
Filed
29 May 2024
IRS schema version
2023v5.0
Source object
202441709349301139

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