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Nonprofit · EIN 04-6919219

LEE FAMILY FOUNDATION TR

Also known as LEE STEVEN J TTEE

Tax-exempt · SARASOTA, FL 34231

Financials

$112K$45K2023$461K$42K2024$103K$247K2025
Revenue Expenses · by fiscal year end
Financials of LEE FAMILY FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$103,336$246,574-$143,238$1,672,064$23,942$1,648,122
December 31, 2024990-PF$461,283$41,789$419,494$1,818,498$0$1,818,498
December 31, 2023990-PF$112,215$45,132$67,083$1,408,040$0$1,408,040
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$23,919
Interest
$2,737
Net gain from sales of assets
$76,680

Expenses

Grants and similar amounts paid
$235,575
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$237,325
Excise tax on investment income
$1,308

Balance sheet and other

Total assets, start of year
$1,818,498
Total assets, end of year
$1,672,064
Total liabilities, end of year
$23,942
Net assets, end of year
$1,648,122
Fair market value of assets
$1,970,512
Qualifying distributions
$237,325
Net investment income
$103,336

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.

NameTitleHours / weekCompensation
STEVEN J LEE
1439 SOUTH LAKESHORE DRIVE, SARASOTA, FL 34231
PRESIDENT0$0
KAREN A LEE
1439 SOUTH LAKESHORE DRIVE, SARASOTA, FL 34231
TRUSTEE0$0
JUSTIN S LEE
1207 N LAKESHORE DRIVE, SARASOTA, FL 34231
TRUSTEE0$0
MEGAN A LEE
8 PERKINS ROAD, MIDDLETOWN, MA 01949
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
STEVEN J LEE
1439 SOUTH LAKESHORE DRIVE, SARASOTA, FL 34231
PRESIDENT0$0
KAREN A LEE
1439 SOUTH LAKESHORE DRIVE, SARASOTA, FL 34231
TRUSTEE0$0
JUSTIN S LEE
1207 N LAKESHORE DRIVE, SARASOTA, FL 34231
TRUSTEE0$0
MEGAN A LEE
8 PERKINS ROAD, MIDDLETOWN, MA 01949
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
STEVEN J LEE
1439 SOUTH LAKESHORE DRIVE, SARASOTA, FL 34231
PRESIDENT0$0
KAREN A LEE
1439 SOUTH LAKESHORE DRIVE, SARASOTA, FL 34231
TRUSTEE0$0
JUSTIN S LEE
1207 N LAKESHORE DRIVE, SARASOTA, FL 34231
TRUSTEE0$0
MEGAN A LEE
8 PERKINS ROAD, MIDDLETOWN, MA 01949
TRUSTEE0$0

Address and contacts

Address (IRS master file)
1439 S LAKE SHORE DR, SARASOTA, FL 34231-3438
In care of
% STEVEN J LEE
Signed the 990-PF
STEVEN J LEE, PRESIDENT
Phone
(941) 260-8826
Return prepared by
MOSES AND SCHREIBER 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-6919219
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
Assets (IRS master file)
$1,672,064
Income (IRS master file)
$1,001,411

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$103,336$246,574$1,672,064IRS
990-PFDecember 2024$461,283$41,789$1,818,498IRS
990-PFDecember 2023$112,215$45,132$1,408,040XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 04-6919219).

Questions about LEE FAMILY FOUNDATION TR

What is the EIN of LEE FAMILY FOUNDATION TR?
The employer identification number (EIN) of LEE FAMILY FOUNDATION TR is 04-6919219.
Is LEE FAMILY FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to LEE FAMILY FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEE FAMILY FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of LEE FAMILY FOUNDATION TR 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 LEE FAMILY FOUNDATION TR 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 LEE FAMILY FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does LEE FAMILY FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $103,336, expenses of $246,574 and total assets of $1,672,064 at year end.

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