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Lillie Family Foundation

  • Miami Beach, FL
  • Tax-exempt since May 2018
  • EIN: 82-3316664

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$6.21M (2025)

Expenses
$367k (2025)

Total Assets
$10.4M (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2018 to 2025

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 June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,205,625
Expenses
$367,255
Net Income
$5,838,370
Net Assets
$10,372,280
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,117,201
98.6%
Interest Revenue $2,173
0.0%
Dividends $97,766
1.6%
Sales of Assets -$11,515
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $363,980
99.1%
Compensation of Officers* $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 $10,372,280
Total Liabilities $0
Net Assets $10,372,280
Compensation
Key Employees and Officers Compensation Other
James E Lillie (Trustee) $0 $0
Lisa Marie Sheffield (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$429,181
Expenses
$504,575
Net Income
-$75,394
Net Assets
$4,533,910
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $350,000
81.6%
Interest Revenue $2,521
0.6%
Dividends $76,660
17.9%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $501,300
99.4%
Compensation of Officers* $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 $4,533,910
Total Liabilities $0
Net Assets $4,533,910
Compensation
Key Employees and Officers Compensation Other
James E Lillie (Trustee) $0 $0
Lisa Marie Sheffield (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$391,707
Expenses
$272,459
Net Income
$119,248
Net Assets
$4,609,304
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $360,219
92.0%
Interest Revenue $3,108
0.8%
Dividends $28,380
7.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $269,284
98.8%
Compensation of Officers* $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 $4,609,304
Total Liabilities $0
Net Assets $4,609,304
Compensation
Key Employees and Officers Compensation Other
James E Lillie (Trustee) $0 $0
Lisa Marie Sheffield (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,113,505
Expenses
$285,265
Net Income
-$1,398,770
Net Assets
$4,490,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $489,781
Interest Revenue $257
Dividends $798
Sales of Assets -$1,604,341
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $272,315
95.5%
Compensation of Officers* $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 $4,490,056
Total Liabilities $0
Net Assets $4,490,056
Compensation
Key Employees and Officers Compensation Other
James E Lillie (Trustee) $0 $0
Lisa Marie Sheffield (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,663,020
Expenses
$325,680
Net Income
$2,337,340
Net Assets
$5,888,825
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,661,000
99.9%
Interest Revenue $15
0.0%
Dividends $2,005
0.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $303,500
93.2%
Compensation of Officers* $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 $5,888,826
Total Liabilities $1
Net Assets $5,888,825
Compensation
Key Employees and Officers Compensation Other
James E Lillie (Trustee) $0 $0
Lisa Marie Sheffield (Trustee) $0 $0

Document Links

990-PF
Filed on Oct. 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,077,160
Expenses
$264,450
Net Income
$812,710
Net Assets
$3,551,485
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $125,000
11.6%
Interest Revenue $1,765
0.2%
Dividends $6,315
0.6%
Sales of Assets $944,080
87.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $261,500
98.9%
Compensation of Officers* $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 $3,551,486
Total Liabilities $1
Net Assets $3,551,485
Compensation
Key Employees and Officers Compensation Other
James E Lillie (Trustee) $0 $0
Lisa Marie Sheffield (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,833
Expenses
$167,510
Net Income
-$159,677
Net Assets
$2,738,776
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,877
75.0%
Dividends $2,268
29.0%
Sales of Assets -$312
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $156,000
93.1%
Compensation of Officers* $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 $2,738,776
Total Liabilities $0
Net Assets $2,738,776
Compensation
Key Employees and Officers Compensation Other
James E Lillie (Trustee) $0 $0
Lisa Marie Sheffield (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,898,453
Expenses
$0
Net Income
$2,898,453
Net Assets
$2,898,453
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,898,453
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $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 $2,898,453
Total Liabilities $0
Net Assets $2,898,453
Compensation
Key Employees and Officers Compensation Other
James Lillie (Trustee) $0 $0
Lisa Lillie (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • 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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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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