Nonprofit · EIN 27-4318322
LISE AND JEFFREY WILKS FAMILY FOUNDATION
Tax-exempt · HICKSVILLE, NY 11802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $755,053 | $1,024,698 | -$269,645 | $3,184,003 | $0 | $3,184,003 |
| July 31, 2024 | 990-PF | $756,446 | $464,038 | $292,408 | $3,453,648 | $0 | $3,453,648 |
| July 31, 2023 | 990-PF | $945,061 | $1,069,000 | -$123,939 | $3,147,757 | $0 | $3,147,757 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $700,000
- Dividends
- $134,755
- Interest
- $104
- Net gain from sales of assets
- -$79,806
Expenses
- Grants and similar amounts paid
- $1,017,465
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,017,715
- Excise tax on investment income
- $1,875
Balance sheet and other
- Total assets, start of year
- $3,453,648
- Total assets, end of year
- $3,184,003
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,184,003
- Fair market value of assets
- $3,193,291
- Qualifying distributions
- $1,017,715
- Net investment income
- $134,859
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISE SPIEGEL WILKS PO BOX 6, HICKSVILLE, NY 11802 | PRESIDENT | 10 | $0 |
| JEFFREY WILKS PO BOX 6, HICKSVILLE, NY 11802 | TREASURER | 10 | $0 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISE SPIEGEL WILKS PO BOX 6, HICKSVILLE, NY 11802 | PRESIDENT | 10 | $0 |
| JEFFREY WILKS PO BOX 6, HICKSVILLE, NY 11802 | TREASURER | 10 | $0 |
990-PF for the year ended July 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISE SPIEGEL WILKS PO BOX 6, HICKSVILLE, NY 11802 | PRESIDENT | 10 | $0 |
| JEFFREY WILKS PO BOX 6, HICKSVILLE, NY 11802 | TREASURER | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6, HICKSVILLE, NY 11802-0006
- In care of
- % LISE WILKS
- Signed the 990-PF
- LISE SPIEGEL WILKS, PRESIDENT
- Phone
- (516) 935-1100
- Return prepared by
- FRENDEL BROWN & WEISSMAN LLP CPA'S
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4318322
- 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
- 2011
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,184,003
- Income (IRS master file)
- $909,491
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $755,053 | $1,024,698 | $3,184,003 | XML |
| 990-PF | July 2024 | $756,446 | $464,038 | $3,453,648 | XML |
| 990-PF | July 2023 | $945,061 | $1,069,000 | $3,147,757 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2020 | – | – | – | IRS |
| 990-PF | July 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 27-4318322).
Questions about LISE AND JEFFREY WILKS FAMILY FOUNDATION
- What is the EIN of LISE AND JEFFREY WILKS FAMILY FOUNDATION?
- The employer identification number (EIN) of LISE AND JEFFREY WILKS FAMILY FOUNDATION is 27-4318322.
- Is LISE AND JEFFREY WILKS FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to LISE AND JEFFREY WILKS FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LISE AND JEFFREY WILKS FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LISE AND JEFFREY WILKS FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LISE AND JEFFREY WILKS FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of LISE AND JEFFREY WILKS FAMILY FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LISE AND JEFFREY WILKS FAMILY FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $755,053, expenses of $1,024,698 and total assets of $3,184,003 at year end.
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