Nonprofit · EIN 36-3584276
SJL FOUNDATION
Tax-exempt · MONTECITO, CA 93108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $26,662 | $118,707 | -$92,045 | $449,358 | $0 | $449,358 |
| December 31, 2024 | 990-PF | $13,469 | $136,386 | -$122,917 | $541,403 | $0 | $541,403 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $980
- Dividends
- $18,634
- Interest
- $164
- Net gain from sales of assets
- $6,864
- Other income
- $20
Expenses
- Grants and similar amounts paid
- $90,048
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $108,447
- Excise tax on investment income
- $217
Balance sheet and other
- Total assets, start of year
- $541,403
- Total assets, end of year
- $449,358
- Total liabilities, end of year
- $0
- Net assets, end of year
- $449,358
- Fair market value of assets
- $530,990
- Qualifying distributions
- $108,447
- Net investment income
- $25,682
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE D LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 2 | $0 |
| BRIAN M LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 0.2 | $0 |
| KEVIN T LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 0.2 | $0 |
| DENISE L LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 1 | $0 |
| PARKER LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 0.2 | $0 |
| KAYLA LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 0.2 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE D LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 2 | $0 |
| BRIAN M LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 0.2 | $0 |
| KEVIN T LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 0.2 | $0 |
| DENISE L LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 1 | $0 |
| PARKER LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 0.2 | $0 |
| KAYLA LILLY 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108 | TRUSTEE | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- 1482 EAST VALLEY ROAD 712, MONTECITO, CA 93108-1200
- Signed the 990-PF
- GEORGE D LILLY, TRUSTEE
- Phone
- (805) 963-1837
- Return prepared by
- HUTCHINSON & BLOODGOOD 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 | 990-PF 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
- 36-3584276
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $449,358
- Income (IRS master file)
- $444,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $324,196 | $102,529 | $664,320 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about SJL FOUNDATION
- What is the EIN of SJL FOUNDATION?
- The employer identification number (EIN) of SJL FOUNDATION is 36-3584276.
- Is SJL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to SJL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SJL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SJL FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SJL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SJL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SJL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $26,662, expenses of $118,707 and total assets of $449,358 at year end.
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