Nonprofit · EIN 36-3608619
SECURIAN FINANCIAL FOUNDATION
Tax-exempt · SAINT PAUL, MN 55101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $22,978,044 | $5,005,431 | $17,972,613 | $113,633,597 | $21,150 | $113,612,448 |
| December 31, 2024 | 990-PF | $7,534,718 | $4,793,098 | $2,741,620 | $86,271,215 | $17,666 | $86,253,549 |
| December 31, 2023 | 990-PF | $9,135,963 | $4,873,242 | $4,262,721 | $77,197,726 | $22,658 | $77,175,068 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $19,988,259
- Dividends
- $2,861,205
- Interest
- $18,769
- Net gain from sales of assets
- $109,811
Expenses
- Grants and similar amounts paid
- $4,428,728
- Compensation of officers, directors and key employees
- $139,953
- Disbursements for charitable purposes
- $4,736,983
- Excise tax on investment income
- $274,253
Balance sheet and other
- Total assets, start of year
- $86,271,215
- Total assets, end of year
- $113,633,597
- Total liabilities, end of year
- $21,150
- Net assets, end of year
- $113,612,448
- Fair market value of assets
- $113,587,638
- Qualifying distributions
- $4,736,983
- Net investment income
- $19,732,323
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 |
|---|---|---|---|
| TARIQ MALIK 400 Robert Street North, Saint Paul, MN 551012015 | Director | 14 | $73,206 |
| KATHLEEN MAYER 400 Robert Street North, Saint Paul, MN 551012015 | ASSOCIATE DIRECTOR | 20 | $66,747 |
| CHRIS HILGER 400 Robert Street North, Saint Paul, MN 551012015 | PRESIDENT | 0 | $0 |
| KRISTI FOX 400 Robert Street North, Saint Paul, MN 551012015 | Vice President | 0 | $0 |
| PETER BERLUTE 400 Robert Street North, Saint Paul, MN 551012015 | TREASURER | 0 | $0 |
| JAMES FULLER 400 Robert Street North, Saint Paul, MN 551012015 | SECRETARY | 0 | $0 |
| ROBERT EHREN 400 Robert Street North, Saint Paul, MN 551012015 | DIRECTOR | 0 | $0 |
| RENEE MONTZ 400 Robert Street North, Saint Paul, MN 551012015 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TARIQ MALIK 400 Robert Street North, Saint Paul, MN 551012015 | Director | 14 | $76,994 |
| KATHLEEN MAYER 400 Robert Street North, Saint Paul, MN 551012015 | ASSOCIATE DIRECTOR | 20 | $70,299 |
| CHRIS HILGER 400 Robert Street North, Saint Paul, MN 551012015 | PRESIDENT | 0 | $0 |
| KRISTI FOX 400 Robert Street North, Saint Paul, MN 551012015 | Vice President | 0 | $0 |
| WARREN ZACCARO 400 Robert Street North, Saint Paul, MN 551012015 | TREASURER | 0 | $0 |
| JAMES FULLER 400 Robert Street North, Saint Paul, MN 551012015 | SECRETARY | 0 | $0 |
| ROBERT EHREN 400 Robert Street North, Saint Paul, MN 551012015 | DIRECTOR | 0 | $0 |
| RENEE MONTZ 400 Robert Street North, Saint Paul, MN 551012015 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TARIQ MALIK 400 Robert Street North, Saint Paul, MN 551012015 | Director | 40 | $63,495 |
| CHRIS HILGER 400 Robert Street North, Saint Paul, MN 551012015 | PRESIDENT | 0 | $0 |
| KRISTI FOX 400 Robert Street North, Saint Paul, MN 551012015 | Vice President | 0 | $0 |
| WARREN ZACCARO 400 Robert Street North, Saint Paul, MN 551012015 | TREASURER | 0 | $0 |
| JAMES FULLER 400 Robert Street North, Saint Paul, MN 551012015 | SECRETARY | 0 | $0 |
| ROBERT EHREN 400 Robert Street North, Saint Paul, MN 551012015 | DIRECTOR | 0 | $0 |
| RENEE MONTZ 400 Robert Street North, Saint Paul, MN 551012015 | DIRECTOR | 0 | $0 |
| KATHLEEN MAYER 400 Robert Street North, Saint Paul, MN 551012015 | ASSOCIATE DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 ROBERT STREET NORTH, SAINT PAUL, MN 55101-2037
- In care of
- % MELISSA ROCKVOY
- Signed the 990-PF
- PETER BERLUTE, Treasurer
- Phone
- (651) 665-3501
- Website
- https://www.securian.com/
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
- 36-3608619
- 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
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $113,633,597
- Income (IRS master file)
- $75,414,841
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $22,978,044 | $5,005,431 | $113,633,597 | IRS |
| 990-PF | December 2024 | $7,534,718 | $4,793,098 | $86,271,215 | IRS |
| 990-PF | December 2023 | $9,135,963 | $4,873,242 | $77,197,726 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 36-3608619).
Questions about SECURIAN FINANCIAL FOUNDATION
- What is the EIN of SECURIAN FINANCIAL FOUNDATION?
- The employer identification number (EIN) of SECURIAN FINANCIAL FOUNDATION is 36-3608619.
- Is SECURIAN FINANCIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to SECURIAN FINANCIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SECURIAN FINANCIAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SECURIAN FINANCIAL 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 SECURIAN FINANCIAL 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 SECURIAN FINANCIAL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 2 received compensation from the organization, the highest $73,206 (TARIQ MALIK, Director).
- How much revenue does SECURIAN FINANCIAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $22,978,044, expenses of $5,005,431 and total assets of $113,633,597 at year end.
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