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Nonprofit · EIN 36-2887911

LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION

Tax-exempt · LAKE FOREST, IL 60045

Financials

$150K$126K2021$164K$133K2023$152K$185K2024$194K$193K2025
Revenue Expenses · by fiscal year end
Financials of LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990$193,817$192,566$1,251$266,846$18,207$248,639
March 31, 2025990$151,734$185,400-$33,666$253,272$5,880$247,392
March 31, 2024990$163,905$133,005$30,900$275,495-$2,771$278,266
March 31, 2022990$149,865$126,252$23,613$260,897-$313$261,210
Financial details: 990 for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$178,270
Membership dues
$75,513
Program service revenue
$0
Investment income
$2,851
Other revenue
$12,696

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$101,368
Salaries, compensation and benefits (total)
$109,387
Professional fundraising fees
$0
Accounting fees
$4,733
Occupancy
$14,371
Program services (functional)
$178,905
Management and general (functional)
$13,661

Balance sheet and other

Total assets, start of year
$253,272
Total assets, end of year
$266,846
Total liabilities, end of year
$18,207
Net assets, end of year
$248,639
Net assets without donor restrictions
$248,639
Gross unrelated business income
$2,851
Gross receipts
$193,817
Employees
3
Year formed
1976
State of legal domicile
IL

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 for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
GINA ZisookDIRECTOR
Trustee or director
0$0
JIM OPSITNIKDIRECTOR
Trustee or director
0$0
JASON SmithDIRECTOR
Trustee or director
0$0
PERRY GeorgopoulosDirector
Trustee or director
0$0
TIM KnightTREASURER
Trustee or director, Officer
0$0
BRIAN NortonSECRETARY
Trustee or director, Officer
0$0
PATTI PothDIRECTOR
Trustee or director, Officer
0$0
STEVE BEDRINDIRECTOR
Trustee or director
0$0
RAY BUSCHMANNVP ADVOCACY
Trustee or director
0$0
HENRY KLEEMANPRESIDENT
Trustee or director, Officer
0$0
KARLA SCHWARTZVP COMMUNICATIONS
Trustee or director
0$0
PAULINE MOHRDIRECTOR
Trustee or director
0$0
NADINE SHEPARDVP PROGRAMS
Trustee or director
0$0
LINDA SHIELDSDIRECTOR
Trustee or director
0$0
ARTHUR MILLERVP COMMUNICATIONS
Trustee or director
0$0
26 more people on this return
NameTitleHours / weekCompensation
JAMES SHEARRONDIRECTOR
Trustee or director
0$0
JAN GIBSONVP DEVELOPMENT
Trustee or director, Officer
0$0
TOM GLEASONVP PROGRAMS
Trustee or director, Officer
0$0
MAX LYNCHDIRECTOR
Trustee or director
0$0
JENNIFER KARRASDIRECTOR
Trustee or director
0$0
SUSANNAH SULLIVANDIRECTOR
Trustee or director
0$0
KELSEY KLEINERTDIRECTOR
Trustee or director
0$0
JENNIFER MCGREGOREXECUTIVE DIRECTOR
Trustee or director, Officer
0$0
SUSAN BANKSOFFICE ASSISTANT
Trustee or director
0$0
R NICHOLAS LOOPEDIRECTOR
Trustee or director
0$0
ANN PHILLIPSDIRECTOR
Trustee or director
0$0
NADINE SHEPARDDIRECTOR
Trustee or director
0$0
LYNNE KENNEDYDIRECTOR
Trustee or director
0$0
ROBIN NORKUSDIRECTOR
Trustee or director
0$0
SUSAN ATHENSONIMMEDIATE PAST PRESIDENT
Former
0$0
MICHELLE CURRYFORMER SECRETARY
Former
0$0
Craig FoxDIRECTOR
Former
0$0
TREY GONZALESDIRECTOR
Former
0$0
JOHN JulianDIRECTOR
Former
0$0
LAURA LuceVP ADVOCACY
Former
0$0
PETER OMalleyDirector
Former
0$0
JOHN DIEFENBACHDIRECTOR
Former
0$0
SHIRLEY PADDOCKFORMER DIRECTOR
Former
0$0
MARCY KERRFORMER EXECUTIVE DIRECTOR
Former
0$0
NICOLE CURCIODIRECTOR
Former
0$0
DAWN KIMBRELDIRECTOR
Former
0$0
990 for the year ended March 31, 2025: 36 people
NameTitleHours / weekCompensation
JENNIFER MCGREGOREXECUTIVE DIRECTOR
Trustee or director, Officer
0$46,965
MARCY KERREXECUTIVE DIRECTOR
Former
0$37,474
SUSAN BANKSOFFICE ASSISTANT
Trustee or director
0$13,109
Craig FoxDIRECTOR
Trustee or director
0$0
TREY GONZALESDIRECTOR
Trustee or director, Officer
0$0
JOHN JulianDIRECTOR
Trustee or director
0$0
LAURA LuceVP ADVOCACY
Trustee or director
0$0
GINA ZisookDIRECTOR
Trustee or director
0$0
JIM OPSITNIKDIRECTOR
Trustee or director
0$0
JASON SmithDIRECTOR
Trustee or director
0$0
PERRY GeorgopoulosDirector
Trustee or director
0$0
TIM KnightTREASURER
Trustee or director, Officer
0$0
BRIAN NortonPRESIDENT
Trustee or director, Officer
0$0
PATTI PothDIRECTOR
Trustee or director, Officer
0$0
PETER OMalleyDirector
Trustee or director
0$0
STEVE BEDRINDIRECTOR
Trustee or director
0$0
RAY BUSCHMANNVP ADVOCACY
Trustee or director
0$0
HENRY KLEEMANDIRECTOR
Trustee or director
0$0
KARLA SCHWARTZVP COMMUNICATIONS
Trustee or director
0$0
PAULINE MOHRDIRECTOR
Trustee or director
0$0
JOHN DIEFENBACHDIRECTOR
Trustee or director
0$0
NADINE SHEPARDVP PROGRAMS
Trustee or director
0$0
LINDA SHIELDSDIRECTOR
Trustee or director
0$0
ARTHUR MILLERVP COMMUNICATIONS
Trustee or director
0$0
JAMES SHEARRONDIRECTOR
Trustee or director
0$0
JAN GIBSONVP DEVELOPMENT
Trustee or director, Officer
0$0
TOM GLEASONVP PROGRAMS
Trustee or director, Officer
0$0
MAX LYNCHDIRECTOR
Trustee or director
0$0
NICOLE CURCIODIRECTOR
Trustee or director
0$0
JENNIFER KARRASDIRECTOR
Trustee or director
0$0
SUSANNAH SULLIVANDIRECTOR
Trustee or director
0$0
DAWN KIMBRELDIRECTOR
Trustee or director
0$0
KELSEY KLEINERTDIRECTOR
Trustee or director
0$0
SUSAN ATHENSONIMMEDIATE PAST PRESIDENT
Former
0$0
MICHELLE CURRYFORMER SECRETARY
Former
0$0
SHIRLEY PADDOCKDIRECTOR
Former
0$0
990 for the year ended March 31, 2024: 28 people
NameTitleHours / weekCompensation
HENRY KLEEMANDIRECTOR
Trustee or director
0$0
KARLA SCHWARTZDIRECTOR
Trustee or director
0$0
PAULINE MOHRDIRECTOR
Trustee or director
0$0
Peter OMalleyDirector
Trustee or director
0$0
STEVE BEDRINDIRECTOR
Trustee or director
0$0
RAY BUSCMANNDIRECTOR
Trustee or director
0$0
JOHN DIEFENBACHDIRECTOR
Trustee or director
0$0
ARTHUR MILLEDIRECTOR
Trustee or director
0$0
JAMES SHEARRONDIRECTOR
Trustee or director
0$0
MARCY KERREXECUTIVE DIRECTOR
Trustee or director
0$0
NADINE SHEPARDDIRECTOR
Trustee or director
0$0
SHIRLEY PADDOCKDIRECTOR
Trustee or director
0$0
LINDA SHIELDDIRECTOR
Trustee or director
0$0
Laura LuceDIRECTOR
Trustee or director
0$0
Gina ZisookDIRECTOR
Trustee or director
0$0
Craig FoxDIRECTOR
Trustee or director
0$0
John JulianDIRECTOR
Trustee or director
0$0
Jason SmithDIRECTOR
Trustee or director
0$0
Perry GeorgopoulosDirector
Trustee or director
0$0
JAN GIBSONVP DEVELOPMENT
Trustee or director, Officer
0$0
Michelle CurrySECRETARY
Trustee or director, Officer
0$0
SUSAN AthensonIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
0$0
TOM GLEASONVP PROGRAMS
Trustee or director, Officer
0$0
Patti PothTreasurer
Trustee or director, Officer
0$0
Tim KnightVP COMMUNICATION
Trustee or director, Officer
0$0
Jim OpsitnikVP PROGRAMS
Trustee or director, Officer
0$0
Trey GonzalesVP DEVELOPMENT
Trustee or director, Officer
0$0
Brian NortonPRESIDENT
Trustee or director, Officer
0$0
990 for the year ended March 31, 2022: 26 people
NameTitleHours / weekCompensation
Jason SmithDIRECTOR
Trustee or director
0$0
Jim Farrell SrDIRECTOR
Trustee or director
0$0
Courtney TrombleyDIRECTOR
Trustee or director
0$0
Roger MohrDIRECTOR
Trustee or director
0$0
Jim OpsitnikDIRECTOR
Trustee or director
0$0
Natalie ReinkemeyerDIRECTOR
Trustee or director
0$0
Jennifer DurburgDirector
Trustee or director
0$0
Patti PothDirector
Trustee or director
0$0
Sarah SomersDirector
Trustee or director
0$0
Scott StreightiffDirector
Trustee or director
0$0
Perry GeorgopoulosDirector
Trustee or director
0$0
Tim KnightDirector
Trustee or director
0$0
Brian NortonDirector
Trustee or director
0$0
Michelle CurryDIRECTOR
Trustee or director
0$0
Adrienne FawcettDIRECTOR
Trustee or director
0$0
Angela FontanaDIRECTOR
Trustee or director
0$0
Robert AlfeDIRECTOR
Trustee or director
0$0
Susie AthensonDIRECTOR
Trustee or director
0$0
Liz BrandelVP PROGRAMS
Trustee or director
0$0
Lauren KellyDIRECTOR
Trustee or director
0$0
Laura LuceDIRECTOR
Trustee or director
0$0
Debbie MarcussonTREASURER
Trustee or director
0$0
Craig FoxDIRECTOR
Trustee or director, Officer
0$0
Elizabeth AbbattistaVP DEVELOPMENT
Trustee or director, Officer
0$0
John JulianSECRETARY
Trustee or director, Officer
0$0
Trey GonzalezVP PROGRAMS
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
400 E ILLINOIS RD, LAKE FOREST, IL 60045-2355
In care of
% TIMOTHY KNIGHT
Principal officer (990 for 2025)
HENRY KLEEMAN, 400 EAST ILLINOIS RD, LAKE FOREST, IL 60045
Signed the 990
TIMOTHY KNIGHT, TREASURER
Phone
(847) 295-0671
Return prepared by
ARCC CONSULTING LLC

Mission

THE LAKE FOREST PRESERVATION FOUNDATION IS DEDICATED TO THE PRESERVATION OF THE HISTORIC VISUAL CHARACTER OF LAKE FOREST, ILLINOIS THROUGH EDUCATION, ADVOCACY AND FUNDING ACTIVITIES.

990 for the year ended March 31, 2026

Program accomplishments

  • ENCOURAGEMENT OF HISTORIC PRESERVATION THROUGH HOUSE AND HISTORIC DISTRICT TOURS, AWARDING OF PRESERVATION PLAQUES, ASSISTING WITH THE RAISING OF FUNDS TO HELP PAY FOR THE RESTORATION AND RENOVATION OF LOCAL STRUCTURES AND PRINTING AND DISTRIBUTING A GUIDEBOOK, HOLDING INFORMATIONAL MEETINGS, AND OTHER RELATED PROJECTS.
    Expenses $178,905

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990 on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
36-2887911
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1977
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$266,846
Income (IRS master file)
$193,817

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2026$193,817$192,566$266,846XML
990March 2025$151,734$185,400$253,272XML
990March 2024$163,905$133,005$275,495XML
990March 2023$172,343$186,497$244,568IRS
990March 2022$149,865$126,252$260,897XML
990March 2021–––IRS
990March 2019–––IRS
990March 2018–––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 36-2887911).

Questions about LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION

What is the EIN of LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION?
The employer identification number (EIN) of LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION is 36-2887911.
Is LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2026.
Who is the principal officer of LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION?
The 990 for the year ended March 31, 2026 names HENRY KLEEMAN.
Who are the officers and directors of LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION?
The 990 for the year ended March 31, 2026 lists 41 people; 0 received compensation from the organization.
How much revenue does LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION have?
On its 990 for the year ended March 31, 2026 it reported revenue of $193,817, expenses of $192,566 and total assets of $266,846 at year end.

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