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Nonprofit · EIN 36-4410181

LELLO FAMILY FOUNDATION

Tax-exempt · ROCKFORD, IL 61125

Financials

$9K$17K2023$23K$48K2024$21K$26K2025
Revenue Expenses · by fiscal year end
Financials of LELLO FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$20,861$25,583-$4,722$189,668$0$189,668
December 31, 2024990-PF$23,362$48,169-$24,807$194,369$0$194,369
December 31, 2023990-PF$8,933$16,886-$7,953$219,176$0$219,176
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$15
Dividends
$5,579
Interest
$9
Net gain from sales of assets
$15,258

Expenses

Grants and similar amounts paid
$21,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$22,352
Excise tax on investment income
$245

Balance sheet and other

Total assets, start of year
$194,369
Total assets, end of year
$189,668
Total liabilities, end of year
$0
Net assets, end of year
$189,668
Fair market value of assets
$200,440
Qualifying distributions
$22,352
Net investment income
$20,846

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.

NameTitleHours / weekCompensation
DENNIS W LELLO
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
PRESIDENT0$0
PEGGY A LELLO
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
VICE-PRES0$0
PHILIP R FRANKFORT
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
DIRECTOR0$0
CHRISTINE ANN LELLO MIKUL
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
DIRECTOR0$0
MICHAEL J SCHAPPERT
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
DENNIS W LELLO
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
PRESIDENT0$0
PEGGY A LELLO
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
VICE-PRES0$0
PHILIP R FRANKFORT
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
DIRECTOR0$0
CHRISTINE ANN LELLO MIKUL
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
DIRECTOR0$0
MICHAEL J SCHAPPERT
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DENNIS W LELLO
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
PRESIDENT0$0
PEGGY A LELLO
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
VICE-PRES0$0
PHILIP R FRANKFORT
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
DIRECTOR0$0
CHRISTINE ANN LELLO MIKUL
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
DIRECTOR0$0
MICHAEL J SCHAPPERT
800 N CHURCH STREET P O BOX 589, ROCKFORD, IL 611050589
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 5971, ROCKFORD, IL 61125-0971
In care of
% HOLMSTROM & KENNEDY PC
Signed the 990-PF
MICHAEL J SCHAPPERT, DIRECTOR
Phone
(815) 968-4653
Return prepared by
RSM US 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-4410181
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$189,668
Income (IRS master file)
$77,479

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$20,861$25,583$189,668IRS
990-PFDecember 2024$23,362$48,169$194,369XML
990-PFDecember 2023$8,933$16,886$219,176XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 36-4410181).

Questions about LELLO FAMILY FOUNDATION

What is the EIN of LELLO FAMILY FOUNDATION?
The employer identification number (EIN) of LELLO FAMILY FOUNDATION is 36-4410181.
Is LELLO FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to LELLO FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LELLO FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LELLO FAMILY 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 LELLO FAMILY 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 LELLO FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does LELLO FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,861, expenses of $25,583 and total assets of $189,668 at year end.

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