Lillia Perpetual Trust 10815051354

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$41,236
Expenses
$18,623
Net Income
$22,613
Net Assets
$324,197
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,400
30.1%
Sales of Assets $28,832
69.9%
Other Income $4
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,313
66.1%
Compensation of Officers* $5,282
28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $324,197
Total Liabilities $0
Net Assets $324,197
Compensation
Key Employees and Officers Compensation Other
Bmo Bank Na (Prior Trustee) $4,116 $0
Midwest Trust Corporation (Trustee) $1,166 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$13,057
Expenses
$20,786
Net Income
-$7,729
Net Assets
$301,618
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,592
73.5%
Sales of Assets $3,465
26.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,446
74.3%
Compensation of Officers* $6,787
32.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $301,618
Total Liabilities $0
Net Assets $301,618
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Trustee) $6,787 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,973
Expenses
$32,480
Net Income
-$25,507
Net Assets
$309,432
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,497
> 100%
Sales of Assets -$524
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,940
79.9%
Compensation of Officers* $6,943
21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $309,432
Total Liabilities $0
Net Assets $309,432
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Trustee) $6,943 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,114
Expenses
$27,555
Net Income
$7,559
Net Assets
$335,321
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,907
22.5%
Sales of Assets $27,105
77.2%
Other Income $102
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,096
76.6%
Compensation of Officers* $8,017
29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $335,321
Total Liabilities $0
Net Assets $335,321
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Trustee) $8,017 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,950
Expenses
$37,993
Net Income
-$23,043
Net Assets
$327,485
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,852
52.5%
Sales of Assets $7,098
47.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,041
79.1%
Compensation of Officers* $6,674
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $327,486
Total Liabilities $1
Net Assets $327,485
Compensation
Key Employees and Officers Compensation Other
Bank Of The West (Trustee) $6,674 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,583
Expenses
$13,718
Net Income
$9,865
Net Assets
$350,486
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,165
43.1%
Sales of Assets $13,418
56.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $9,225
67.2%
Compensation of Officers* $5,462
39.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $350,486
Total Liabilities $0
Net Assets $350,486

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,431
Expenses
$44,328
Net Income
-$16,897
Net Assets
$359,891
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,137
33.3%
Sales of Assets $17,594
64.1%
Other Income $700
2.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,504
82.3%
Compensation of Officers* $5,772
13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $359,891
Total Liabilities $0
Net Assets $359,891

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,428
Expenses
$13,748
Net Income
$10,680
Net Assets
$373,889
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,622
39.4%
Sales of Assets $14,806
60.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,170
59.4%
Compensation of Officers* $5,924
43.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $373,889
Total Liabilities $0
Net Assets $373,889

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$39,598
Expenses
$41,790
Net Income
-$2,192
Net Assets
$357,388
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,385
21.2%
Sales of Assets $31,213
78.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,439
82.4%
Compensation of Officers* $5,628
13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $357,388
Total Liabilities $0
Net Assets $357,388

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,935
Expenses
$10,093
Net Income
$17,842
Net Assets
$359,342
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,642
38.1%
Sales of Assets $12,885
46.1%
Other Income $4,408
15.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,490
64.3%
Compensation of Officers* $4,577
45.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $359,342
Total Liabilities $0
Net Assets $359,342

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,847
Expenses
$9,539
Net Income
-$5,692
Net Assets
$341,759
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,356
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,072
63.7%
Compensation of Officers* $4,463
46.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $341,759
Total Liabilities $0
Net Assets $341,759

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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