Nonprofit · EIN 82-3316664
LILLIE FAMILY FOUNDATION
Tax-exempt · MIAMI BEACH, FL 33140
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $6,205,625 | $367,255 | $5,838,370 | $10,372,280 | $0 | $10,372,280 |
| June 30, 2024 | 990-PF | $429,181 | $504,575 | -$75,394 | $4,533,910 | $0 | $4,533,910 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,117,201
- Dividends
- $97,766
- Interest
- $2,173
- Net gain from sales of assets
- -$11,515
Expenses
- Grants and similar amounts paid
- $363,980
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $363,980
- Excise tax on investment income
- $1,344
Balance sheet and other
- Total assets, start of year
- $4,533,910
- Total assets, end of year
- $10,372,280
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,372,280
- Fair market value of assets
- $12,102,326
- Qualifying distributions
- $363,980
- Net investment income
- $99,939
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E LILLIE 3651 COLLINS AVENUE UNIT 300, MIAMI BEACH, FL 33140 | TRUSTEE | 2 | $0 |
| LISA MARIE SHEFFIELD 3651 COLLINS AVENUE UNIT 300, MIAMI BEACH, FL 33140 | TRUSTEE | 2 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES E LILLIE 3651 COLLINS AVENUE UNIT 300, MIAMI BEACH, FL 33140 | TRUSTEE | 2 | $0 |
| LISA MARIE SHEFFIELD 3651 COLLINS AVENUE UNIT 300, MIAMI BEACH, FL 33140 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3651 COLLINS AVENUE UNIT 300, MIAMI BEACH, FL 33140-4009
- In care of
- % LISA MARIE SHEFFLEID
- Signed the 990-PF
- LISA MARIE SHEFFIELD, TRUSTEE
- Phone
- (203) 984-8252
- Return prepared by
- LEONARD C GREEN & CO PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-3316664
- 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
- 2018
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $10,372,280
- Income (IRS master file)
- $6,217,140
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $6,205,625 | $367,255 | $10,372,280 | XML |
| 990-PF | June 2024 | $429,181 | $504,575 | $4,533,910 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 82-3316664).
Questions about LILLIE FAMILY FOUNDATION
- What is the EIN of LILLIE FAMILY FOUNDATION?
- The employer identification number (EIN) of LILLIE FAMILY FOUNDATION is 82-3316664.
- Is LILLIE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to LILLIE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LILLIE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LILLIE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LILLIE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of LILLIE FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LILLIE FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $6,205,625, expenses of $367,255 and total assets of $10,372,280 at year end.
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- STAR FAMILY FOUNDATION EIN 46-1477949 · last filed 990-PF for 2025
- JULIE AND MARTIN FRANKLIN FAMILY FOUNDATION INC EIN 81-3940545 · last filed 990-PF for 2024
- BRILLEMBOURG OCHOA FAMILY FOUNDATION INC EIN 27-1550328 · last filed 990-PF for 2024
- ROTHBERG FAM CHARITABLE FOUNDATION FOR CHILDRENS DISEASES EIN 06-1519674 · last filed 990-PF for 2025
- ANIL AND PRAGATI SHARMA FAMILY FOUNDATION EIN 81-4600520 · last filed 990-PF for 2024
- BILLIE AND FRAN HOFFMAN FOUNDATON EIN 93-3166966 · last filed 990-PF for 2025
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All nonprofits in MIAMI BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations