Nonprofit · EIN 91-6520620
LILLIS FOUNDATION
Also known as LILLIS CHARLES M ETAL TTEES
Tax-exempt · CASTLE ROCK, CO 80104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $310,518 | $571,420 | -$260,902 | $5,157,581 | $0 | $5,157,581 |
| December 31, 2023 | 990-PF | $231,760 | $547,593 | -$315,833 | $5,418,483 | $0 | $5,418,483 |
| December 31, 2021 | 990-PF | $495,779 | $392,726 | $103,053 | $5,274,053 | $0 | $5,274,053 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $102,558
- Interest
- $4,560
- Net gain from sales of assets
- $201,900
- Other income
- $1,500
Expenses
- Grants and similar amounts paid
- $371,583
- Compensation of officers, directors and key employees
- $75,000
- Disbursements for charitable purposes
- $544,789
- Excise tax on investment income
- $4,490
Balance sheet and other
- Total assets, start of year
- $5,418,483
- Total assets, end of year
- $5,157,581
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,157,581
- Fair market value of assets
- $12,020,427
- Qualifying distributions
- $544,789
- Net investment income
- $374,746
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 |
|---|---|---|---|
| CARRIE C KNOX 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE/EXECUTIVE DIRECTOR | 30 | $75,000 |
| GWENDOLYN H LILLIS 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE | 20 | $0 |
| CHARLES M LILLIS 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE (PASSED ON 9/10/24) | 2 | $0 |
| JESSICA L ISAACS 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE | 10 | $0 |
| LORI L HOFF 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE | 20 | $0 |
| TIMOTHY S LILLIS 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE | 2 | $0 |
| GENEVA IRENE LILLIS 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | JUNIOR TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE C KNOX 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE/EXECUTIVE DIRECTOR | 30 | $74,689 |
| GWENDOLYN H LILLIS 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE | 20 | $0 |
| CHARLES M LILLIS 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE | 2 | $0 |
| JESSICA L ISAACS 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE | 10 | $0 |
| LORI L HOFF 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE | 20 | $0 |
| TIMOTHY S LILLIS 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | TRUSTEE | 2 | $0 |
| GENEVA IRENE LILLIS 221 WILCOX ST STE 201, CASTLE ROCK, CO 80104 | JUNIOR TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARRIE KNOX PO BOX 1479, CASTLE ROCK, CO 80104 | SCHOLARSHIP ADMINSTR Highest-paid employee | 40 | $55,329 |
| GWENDOLYN H LILLIS PO BOX 1479, CASTLE ROCK, CO 80104 | TRUSTEE | 20 | $0 |
| CHARLES M LILLIS PO BOX 1479, CASTLE ROCK, CO 80104 | TRUSTEE | 2 | $0 |
| JESSICA L ISAACS PO BOX 1479, CASTLE ROCK, CO 80104 | TRUSTEE | 10 | $0 |
| LORI L HOFF PO BOX 1479, CASTLE ROCK, CO 80104 | TRUSTEE | 20 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1479, CASTLE ROCK, CO 80104-1479
- In care of
- % U S TRUST CO OF NY
- Signed the 990-PF
- GWENDOLYN H LILLIS, TRUSTEE
- Phone
- (303) 395-2633
- Website
- WWW.LILLISFOUNDATION.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
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
- 91-6520620
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,157,581
- Income (IRS master file)
- $865,361
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $310,518 | $571,420 | $5,157,581 | XML |
| 990-PF | December 2023 | $231,760 | $547,593 | $5,418,483 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $495,779 | $392,726 | $5,274,053 | XML |
| 990-PF | December 2020 | – | – | – | 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 91-6520620).
Questions about LILLIS FOUNDATION
- What is the EIN of LILLIS FOUNDATION?
- The employer identification number (EIN) of LILLIS FOUNDATION is 91-6520620.
- Is LILLIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LILLIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LILLIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LILLIS FOUNDATION 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 LILLIS FOUNDATION 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 LILLIS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $75,000 (CARRIE C KNOX, TRUSTEE/EXECUTIVE DIRECTOR).
- How much revenue does LILLIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $310,518, expenses of $571,420 and total assets of $5,157,581 at year end.
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All nonprofits in CASTLE ROCK · Colorado · Philanthropy, voluntarism and grantmaking foundations