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Nonprofit · EIN 27-4012727

LILLIAN & LUIS FERNANDEZ FOUNDATION INC

Tax-exempt · WEST PALM BCH, FL 33401

Financials

$1.8M$711K2023$6M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of LILLIAN & LUIS FERNANDEZ FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5,988,406$1,349,145$4,639,261$14,692,303$0$14,692,303
December 31, 2023990-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.

NameTitleHours / weekCompensation
LUIS J FERNANDEZ
ONE NORTH CLEMANTIS STREET STE 200, WEST PALM BEACH, FL 33401
PRESIDENT/TREASURER/DIRECTOR1$0
LILLIAN F FERNANDEZ
ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401
VP/SECRETARY/DIRECTOR0.5$0
LUIS A FERNANDEZ
ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401
DIRECTOR0.25$0
ALFONSO G FERNANDEZ
ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401
DIRECTOR0.25$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LUIS J FERNANDEZ
ONE NORTH CLEMANTIS STREET STE 200, WEST PALM BEACH, FL 33401
PRESIDENT/TREASURER/DIRECTOR1$0
LILLIAN F FERNANDEZ
ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401
VP/SECRETARY/DIRECTOR0.5$0
LUIS A FERNANDEZ
ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401
DIRECTOR0.25$0
ALFONSO G FERNANDEZ
ONE NORTH CLEMATIS STREET STE 200, WEST PALM BEACH, FL 33401
DIRECTOR0.25$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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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
Assets (IRS master file)
$14,692,303
Income (IRS master file)
$7,901,871

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5,988,406$1,349,145$14,692,303IRS
990-PFDecember 2023$1,813,519$710,578$11,638,953XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 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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