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LILLIE FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LILLIE FAMILY FOUNDATION (EIN 82-3316664)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-11-04
IRS object ID
202003099349101005
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-04T15:43:25-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222138828PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEONARD C GREEN & CO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1900 ROUTE 9AddressLine1Txt
CityWOODBRIDGECityNm
State AbbreviationNJStateAbbreviationCd
ZIP07095ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823316664EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LILLIE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLILLBusinessNameControlTxt
Phone2039848252PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13651 COLLINS AVENUE UNIT 300AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33140ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA MARIE SHEFFIELDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2039848252PhoneNum
Signature2020-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEONARD C GREENPreparerPersonNm
PTINP00226901PTIN
Phone7326345100PhoneNum
Preparation2020-11-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.254.81.65IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-04IPDt
IP Tm14:18:37IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9C8AFBCC8FE017652E903C2064D003754058425FAtSubmissionCreationDeviceId
At Submission Filing Device Id9C8AFBCC8FE017652E903C2064D003754058425FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,664,729FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$125,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,765InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,765InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,315DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,315DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$944,080NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,663,289GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$944,080CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,077,160TotalRevAndExpnssAmt
Total Net Invst Incm$952,160TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,950OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,950OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,950TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,950TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$261,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$261,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$264,450TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,950TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$261,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$812,710ExcessRevenueOverExpensesAmt
Net Investment Income$949,210NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$664,853CashBOYAmt
Cash EOY$3,196,772CashEOYAmt
Cash EOYFMV$3,196,772CashEOYFMVAmt
Other Investments BOY$2,073,923OtherInvestmentsBOYAmt
Other Investments EOY$354,714OtherInvestmentsEOYAmt
Other Investments EOYFMV$467,957OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,738,776TotalAssetsBOYAmt
Total Assets EOY$3,551,486TotalAssetsEOYAmt
Total Assets EOYFMV$3,664,729TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,738,776RetainedEarningBOYAmt
Retained Earning EOY$3,551,486RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,738,776TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,551,486TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,738,776TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,551,486TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,738,776TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$812,710ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,551,486SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,551,486TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyJP MORGAN B55032001PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2019-07-01AcquiredDt
Sold2020-06-30SoldDt
Gross Sales Price$2,663,289GrossSalesPriceAmt
Cost Or Other Basis$1,719,209CostOrOtherBasisAmt
Gain Or Loss$944,080GainOrLossAmt
Gains Minus Excess Or Losses$944,080GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$944,080CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$156,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$147,629NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.056703DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,513,843NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution1.056703TotalDistributionRt
Average Distribution0.528352AverageDistributionRt
Net Vl Noncharitable Assets$3,550,699NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,876,019AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$9,492NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,885,511AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$261,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,984InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,984SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,984TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$571EsPenaltyAmt
Tax Due$19,555TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES E LILLIE AND LISA MARIE SHEFIndividualWithBooksNm
Phone2039848252PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13651 COLLINS AVENUE UNIT 300AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33140ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES E LILLIE
3651 COLLINS AVENUE UNIT 300MIAMI BEACHFL33140TRUSTEE2.00$0$0$0
LISA MARIE SHEFFIELD
3651 COLLINS AVENUE UNIT 300MIAMI BEACHFL33140TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,898,928AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,705,843AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,604,771TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,604,771AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,072CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,550,699NetVlNoncharitableAssetsAmt
Minimum Investment Return$177,535MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$177,535MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,984TaxBasedOnInvestmentIncomeAmt
Total Tax$18,984TotalTaxAmt
Distributable Before Adj$158,551DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$158,551DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$158,551DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$261,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$261,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$261,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$158,551DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$113,739ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$113,531ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$94,707ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$148,619ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$470,596TotalExcessDistributionCyovAmt
Qualifying Distributions$261,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$158,551AppliedToCurrentYearAmt
Remaining Distri From Corpus$102,949RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$573,545TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$113,739ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$459,806ExcessDistriCyovToNextYrAmt
Excess From Year4$113,531ExcessFromYear4Amt
Excess From Year3$94,707ExcessFromYear3Amt
Excess From Year1$148,619ExcessFromYear1Amt
Excess From Current Year$102,949ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES E LILLIE AND LISA MARIE SHEFFRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13651 COLLINS AVENUE UNIT 300AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33140ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2039848252RecipientPhoneNum
Recipient Email AddressSHEFLILLIE123@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsAPPLICANT SHOULD APPLY IN WRITING AND INCLUDE THE PURPOSE OF THE GRANT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLOCK ISLAND HEALTH SERVICES
PO BOX 919BLOCK ISLANDRI02807NONEEXEMPTUNRESTRICTED$100,000
HEALTH IN THE HOOD
900 BISCAYNE BLVDMIAMIFL33132NONEEXEMPTUNRESTRICTED$75,000
THEATRE ASPEN
110 E HALLAM STREET 126ASPENCO81611NONEEXEMPTUNRESTRICTED$25,000
ASPEN EDUCATION FOUNDATION
PO BOX 2200ASPENCO81611NONEEXEMPTUNRESTRICTED$10,000
ASPEN COMMUNITY FOUNDATION
455 GOLD RIVERS COURT SUITE 515BASALTCO81612NONEEXEMPTUNRESTRICTED$50,000
ASPEN VALLEY SKI AND SNOWBOARD CLUB
300 AVSC DRIVEASPENCO81611NONEEXEMPTUNRESTRICTED$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$261,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,765ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,315ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$944,080ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$952,160ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$952,160TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES E LILLIE AND LISA M SHEFFIELDBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13651 COLLINS AVENUE UNIT 300AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33140ZIPCd
FieldValueIRS element (for citing)
Total Contributions$125,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemJP MORGANCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$354,714BookValueAmt
EOYFMV$467,957EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL AND PROFESSIONAL FEESCategoryTxt
Amt$2,950Amt
Net Investment Income$2,950NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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