Civic Intelligence

Jjll Family Foundation

EIN 33-2298697 • Irvine, CA

Pub. 78 Eligible

Profile

The activities of this organization are focused on identifying and supporting charitable causes related to education, religion, prevention of cruelty to children and animals, and public health.

8583 Irvine Center Dr Ste 150Irvine, CA 92618
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$34,217,875

Up $30,442,545 (+806%) from 2024

Liabilities

Up

$7,478

Up $7,478 from 2024

Net Assets

Up

$34,210,397

Up $30,435,067 (+806%) from 2024

Operations

Revenue

Up

$30,442,545

Up $26,663,792 (+706%) from 2024

Expenses

Up

$7,478

Up $7,478 from 2024

Net Income

Up

$30,435,067

Up $26,656,314 (+705%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2024: $3,775,330Liabilities 2024: $0Net Assets 2024: $3,775,3302024Assets 2025: $34,217,875Liabilities 2025: $7,478Net Assets 2025: $34,210,3972025

Highlighted filing

2025

Assets$34,217,875
Liabilities$7,478
Net Assets$34,210,397
Open 2025 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0Revenue 2024: $3,778,753Expenses 2024: $0Net Income 2024: $3,778,7532024Revenue 2025: $30,442,545Expenses 2025: $7,478Net Income 2025: $30,435,0672025

Highlighted filing

2025

Revenue$30,442,545
Expenses$7,478
Net Income$30,435,067
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,217,875
Liabilities
$7,478
Net assets
$34,210,397
Revenue
$30,442,545
Expenses
$7,478
Net income
$30,435,067
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.2$0.01$34.2$30.4$0.01$30.4
2024Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$3.78$0.00$3.78
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
May 11, 2026
Return Version
2025v4.1
Gross Receipts
$30,442,545
Mission and Program Overview

Mission

The activities of this organization are focused on identifying and supporting charitable causes related to education, religion, prevention of cruelty to children and animals, and public health.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds-$34,210,397-
Savings and Temporary Cash Investments$28$30,008,231▲ $30,008,203
Investments in Publicly Traded Securities$3,775,302$4,209,644▲ $434,342
Cap Stk Tr Prin Current Funds$3,775,330--
Total Assets$3,775,330$34,217,875▲ $30,442,545
Liabilities
Accounts Payable and Accrued Expenses-$7,478-
Total Liabilities$0$7,478▲ $7,478
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,775,330$34,210,397▲ $30,435,067
Total Liabilities and Net Assets / Fund Balance$3,775,330$34,217,875▲ $30,442,545
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeffrey LoChairperson
Jeannette LoCEO
Jonathan LoCFO
Julianna LoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$30,000,000
Program Service Revenue
$0
Investment Income
$442,545
Other Revenue
$0
All Other Contributions
$30,000,000
Change in Net Assets
$30,435,067
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,478
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel-$7,478-$7,478
Total Functional Expenses$0$7,478$0$7,478
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“The initial officers and directors of this organization consist of two married individuals and their two adult children.”

Committee meeting documentation Part VI line 8B

“The board has not established any committees yet but likely will in future years.”

Form 990 governing body review Part VI line 11

“The board was provided with a copy of 990 for review before filing”

Conflict of interest policy compliance Part VI line 12C

“The organization has a written conflict of interest policy and complied with it. There were no potentially conflicted actions or transactions this year.”

Governing documents etc available to public Part VI line 19

“Documents available upon request”

Filing and Contact Details

Filer

Filer Name
Jjll Family Foundation
EIN
33-2298697
In Care Of
% Jeffrey Lo
Address
8583 IRVINE CENTER DR STE 150, Irvine, CA 92618

Signing Officer

Name
Jeffrey Lo
Title
Chairperson
Phone
6618771631
Signed
2026-05-11
Discuss with paid preparer
No

Organization Details

Formed
2024
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Firm
Santos Walding LLP
Address
1300 Clay Street Suite 600, Oakland, CA 94612
Preparer
Matt Walding
Phone
5108587192
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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