Nonprofit · EIN 36-3795280
MARVIN AND KAY LICHTMAN FOUNDATION
Tax-exempt · ARLINGTON HTS, IL 60004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $437,054 | $590,742 | -$153,688 | $7,885,314 | $0 | $7,885,314 |
| December 31, 2024 | 990-PF | $450,514 | $595,086 | -$144,572 | $8,042,547 | $0 | $8,042,547 |
| December 31, 2023 | 990-PF | $436,534 | $584,012 | -$147,478 | $8,189,077 | $0 | $8,189,077 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $418,207
- Net gain from sales of assets
- $18,847
Expenses
- Grants and similar amounts paid
- $300,000
- Compensation of officers, directors and key employees
- $205,000
- Salaries, compensation and benefits (total)
- $40,000
- Disbursements for charitable purposes
- $474,774
- Excise tax on investment income
- $4,463
Balance sheet and other
- Total assets, start of year
- $8,042,547
- Total assets, end of year
- $7,885,314
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,885,314
- Fair market value of assets
- $10,286,358
- Qualifying distributions
- $474,774
- Net investment income
- $437,054
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHEILA BURNS 1109 HARMS AVE, LIBERTYVILLE, IL 60048 | EXECUTIVE DIRECTOR | 29 | $120,000 |
| GLEN BERMAN 962 PEAR TREE LANE, WHEELING, IL 60090 | TREASURER/SECRETARY | 8 | $60,000 |
| THOMAS HORNER 660 WINNETKA MEWS 413, WINNETKA, IL 60093 | INVESTMENT MANAGER Highest-paid employee | 15 | $40,000 |
| BRIAN BURNS 1109 HARMS AVE, LIBERTYVILLE, IL 60048 | DIRECTOR | 4 | $20,000 |
| FLOYD D PERKINS 12833 W TANGLEWOOD, PALOS PARK, IL 60464 | DIRECTOR | 4 | $5,000 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHEILA BURNS 1109 HARMS AVE, LIBERTYVILLE, IL 60048 | EXECUTIVE DIRECTOR | 29 | $120,000 |
| GLEN BERMAN 962 PEAR TREE LANE, WHEELING, IL 60090 | TREASURER/SECRETARY | 8 | $60,000 |
| THOMAS HORNER 660 WINNETKA MEWS 413, WINNETKA, IL 60093 | INVESTMENT MANAGER Highest-paid employee | 15 | $40,000 |
| BRIAN BURNS 1109 HARMS AVE, LIBERTYVILLE, IL 60048 | DIRECTOR | 4 | $20,000 |
| FLOYD D PERKINS 12833 W TANGLEWOOD, PALOS PARK, IL 60464 | DIRECTOR | 4 | $5,000 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHEILA BURNS 1109 HARMS AVE, LIBERTYVILLE, IL 60048 | EXECUTIVE DIRECTOR | 29 | $120,000 |
| GLEN BERMAN 962 PEAR TREE LANE, WHEELING, IL 60090 | TREASURER/SECRETARY | 8 | $60,000 |
| THOMAS HORNER 660 WINNETKA MEWS 413, WINNETKA, IL 60093 | INVESTMENT MANAGER Highest-paid employee | 15 | $40,000 |
| BRIAN BURNS 1109 HARMS AVE, LIBERTYVILLE, IL 60048 | DIRECTOR | 4 | $20,000 |
| FLOYD D PERKINS 12833 W TANGLEWOOD, PALOS PARK, IL 60464 | DIRECTOR | 4 | $10,000 |
Address and contacts
- Address (IRS master file)
- 3405 N KENNICOTT AVE STE C # 3, ARLINGTON HTS, IL 60004-1470
- In care of
- % SHEILA BURNS
- Signed the 990-PF
- SHEILA BURNS, PRESIDENT/EXECUTIVE DIRECTOR
- Phone
- (623) 223-0371
- Return prepared by
- LEGACY PROFESSIONALS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-3795280
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,885,314
- Income (IRS master file)
- $968,482
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $437,054 | $590,742 | $7,885,314 | XML |
| 990-PF | December 2024 | $450,514 | $595,086 | $8,042,547 | XML |
| 990-PF | December 2023 | $436,534 | $584,012 | $8,189,077 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 36-3795280).
Questions about MARVIN AND KAY LICHTMAN FOUNDATION
- What is the EIN of MARVIN AND KAY LICHTMAN FOUNDATION?
- The employer identification number (EIN) of MARVIN AND KAY LICHTMAN FOUNDATION is 36-3795280.
- Is MARVIN AND KAY LICHTMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to MARVIN AND KAY LICHTMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARVIN AND KAY LICHTMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARVIN AND KAY LICHTMAN FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARVIN AND KAY LICHTMAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MARVIN AND KAY LICHTMAN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $120,000 (SHEILA BURNS, EXECUTIVE DIRECTOR).
- How much revenue does MARVIN AND KAY LICHTMAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $437,054, expenses of $590,742 and total assets of $7,885,314 at year end.
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