Nonprofit · EIN 13-7115395
SUMAC FOUNDATION TR
Also known as FREEBAIRN LUCRECIA B ET AL TTEE
Tax-exempt · OAK PARK, IL 60302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $405,874 | $462,501 | -$56,627 | $9,322,861 | $2,360,659 | $6,962,202 |
| March 31, 2024 | 990-PF | $631,699 | $427,264 | $204,435 | $7,018,829 | $0 | $7,018,829 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $403,146
- Interest
- $214
- Net gain from sales of assets
- $80
- Other income
- $2,434
Expenses
- Grants and similar amounts paid
- $414,500
- Disbursements for charitable purposes
- $414,500
- Excise tax on investment income
- $5,608
Balance sheet and other
- Total assets, start of year
- $7,018,829
- Total assets, end of year
- $9,322,861
- Total liabilities, end of year
- $2,360,659
- Net assets, end of year
- $6,962,202
- Fair market value of assets
- $9,169,785
- Qualifying distributions
- $414,500
- Net investment income
- $403,440
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM A FREEBAIRN 112 S ELMWOOD AVE, OAK PARK, IL 60302 | Trustee | 5 | $0 |
| KENNETH T FREEBAIRN 112 S ELMWOOD AVENUE, OAK PARK, IL 60302 | Trustee | 5 | $0 |
| ELIZABETH FREEBAIRN 112 S ELMWOOD AVENUE, OAK PARK, IL 60302 | Trustee | 5 | $0 |
990-PF for the year ended March 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM A FREEBAIRN 112 S ELMWOOD AVE, OAK PARK, IL 60302 | Trustee | 5 | $0 |
| KENNETH T FREEBAIRN 112 S ELMWOOD AVENUE, OAK PARK, IL 60302 | Trustee | 5 | $0 |
| ELIZABETH FREEBAIRN 112 S ELMWOOD AVENUE, OAK PARK, IL 60302 | Trustee | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 112 S ELMWOOD AVE, OAK PARK, IL 60302-2918
- In care of
- % JP MORGAN CHASE
- Signed the 990-PF
- ELIZABETH FREEBAIRN, Trustee
- Phone
- (708) 263-3747
- Return prepared by
- Brown CPA Group Ltd
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7115395
- 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
- 1997
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $9,322,861
- Income (IRS master file)
- $407,114
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $405,874 | $462,501 | $9,322,861 | XML |
| 990-PF | March 2024 | $631,699 | $427,264 | $7,018,829 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 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 13-7115395).
Questions about SUMAC FOUNDATION TR
- What is the EIN of SUMAC FOUNDATION TR?
- The employer identification number (EIN) of SUMAC FOUNDATION TR is 13-7115395.
- Is SUMAC FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to SUMAC FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUMAC FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUMAC FOUNDATION TR due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUMAC FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of SUMAC FOUNDATION TR?
- The 990-PF for the year ended March 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does SUMAC FOUNDATION TR have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $405,874, expenses of $462,501 and total assets of $9,322,861 at year end.
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