Nonprofit · EIN 27-4012727
LILLIAN & LUIS FERNANDEZ FOUNDATION INC
Tax-exempt · WEST PALM BCH, FL 33401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,988,406 | $1,349,145 | $4,639,261 | $14,692,303 | $0 | $14,692,303 |
| December 31, 2023 | 990-PF | $1,813,519 | $710,578 | $1,102,941 | $11,638,953 | $0 | $11,638,953 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,997,506
- Dividends
- $169,403
- Net gain from sales of assets
- $2,821,497
Expenses
- Grants and similar amounts paid
- $1,235,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,235,000
- Excise tax on investment income
- $39,951
Balance sheet and other
- Total assets, start of year
- $11,638,953
- Total assets, end of year
- $14,692,303
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,692,303
- Fair market value of assets
- $23,062,598
- Qualifying distributions
- $1,235,000
- Net investment income
- $3,000,680
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUIS J FERNANDEZ ONE NORTH CLEMANTIS STREET STE 200, WEST PALM BEACH, FL 33401 | PRESIDENT/TREASURER/DIRECTOR | 1 | $0 |
| LILLIAN F FERNANDEZ ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401 | VP/SECRETARY/DIRECTOR | 0.5 | $0 |
| LUIS A FERNANDEZ ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401 | DIRECTOR | 0.25 | $0 |
| ALFONSO G FERNANDEZ ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LUIS J FERNANDEZ ONE NORTH CLEMANTIS STREET STE 200, WEST PALM BEACH, FL 33401 | PRESIDENT/TREASURER/DIRECTOR | 1 | $0 |
| LILLIAN F FERNANDEZ ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401 | VP/SECRETARY/DIRECTOR | 0.5 | $0 |
| LUIS A FERNANDEZ ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401 | DIRECTOR | 0.25 | $0 |
| ALFONSO G FERNANDEZ ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401 | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 1 N CLEMATIS ST STE 200, WEST PALM BCH, FL 33401-5551
- In care of
- % LUIS J FERNANDEZ
- Signed the 990-PF
- LUIS J FERNANDEZ, PRESIDENT
- Phone
- (561) 366-5100
- Return prepared by
- KPMG LLP
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 | Not 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
- 27-4012727
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $14,692,303
- Income (IRS master file)
- $7,901,871
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,988,406 | $1,349,145 | $14,692,303 | IRS |
| 990-PF | December 2023 | $1,813,519 | $710,578 | $11,638,953 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 27-4012727).
Questions about LILLIAN & LUIS FERNANDEZ FOUNDATION INC
- What is the EIN of LILLIAN & LUIS FERNANDEZ FOUNDATION INC?
- The employer identification number (EIN) of LILLIAN & LUIS FERNANDEZ FOUNDATION INC is 27-4012727.
- Is LILLIAN & LUIS FERNANDEZ FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to LILLIAN & LUIS FERNANDEZ FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LILLIAN & LUIS FERNANDEZ FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LILLIAN & LUIS FERNANDEZ FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LILLIAN & LUIS FERNANDEZ FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LILLIAN & LUIS FERNANDEZ FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does LILLIAN & LUIS FERNANDEZ FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,988,406, expenses of $1,349,145 and total assets of $14,692,303 at year end.
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