Nonprofit · EIN 13-6161749
HELEN SPERRY LEA FOUNDATION
Tax-exempt · VENICE, CA 90291
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $97,899 | $163,420 | -$65,521 | $1,623,042 | $0 | $1,623,042 |
| December 31, 2024 | 990-PF | $86,942 | $153,319 | -$66,377 | $1,582,281 | $0 | $1,582,281 |
| December 31, 2023 | 990-PF | $96,030 | $174,683 | -$78,653 | $1,532,534 | $15,000 | $1,517,534 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $75,299
- Net gain from sales of assets
- $21,181
- Other income
- $1,419
Expenses
- Grants and similar amounts paid
- $133,509
- Excise tax on investment income
- $940
Balance sheet and other
- Total assets, start of year
- $1,578,840
- Total assets, end of year
- $1,623,042
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,623,042
- Fair market value of assets
- $2,906,475
- Net investment income
- $96,480
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 |
|---|---|---|---|
| R BROOKE LEA II 931 FAIRMOUNT AVE, SAINT PAUL, MN 55105 | PRESIDENT | 1 | $0 |
| EMILY FIELDS 931 FAIRMOUNT AVE, SAINT PAUL, MN 55105 | VICE PRESIDENT | 1 | $0 |
| HELENA LEA-BASTILLE 224 SHERMAN CANAL, VENICE, CA 90291 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R BROOKE LEA II 931 FAIRMOUNT AVE, SAINT PAUL, MN 55105 | PRESIDENT | 1 | $0 |
| EMILY FIELDS 931 FAIRMOUNT AVE, SAINT PAUL, MN 55105 | VICE PRESIDENT | 1 | $0 |
| HELENA LEA-BASTILLE 224 SHERMAN CANAL, VENICE, CA 90291 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| R BROOKE LEA II 931 FAIRMOUNT AVE, SAINT PAUL, MN 55105 | PRESIDENT | 1 | $0 |
| EMILY FIELDS 931 FAIRMOUNT AVE, SAINT PAUL, MN 55105 | VICE PRESIDENT | 1 | $0 |
| HELENA LEA-BASTILLE 224 SHERMAN CANAL, VENICE, CA 90291 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 224 SHERMAN CANAL, VENICE, CA 90291-4515
- In care of
- % HELENA LEA-BASTILLE
- Signed the 990-PF
- HELENA LEA-BASTILLE, VICE PRESIDENT
- Phone
- (651) 216-7535
- Return prepared by
- Financial Planning Dept Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 13-6161749 or by the name HELEN SPERRY LEA FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 13-6161749
- 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
- 1942
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,623,042
- Income (IRS master file)
- $164,217
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $97,899 | $163,420 | $1,623,042 | XML |
| 990-PF | December 2024 | $86,942 | $153,319 | $1,582,281 | XML |
| 990-PF | December 2023 | $96,030 | $174,683 | $1,532,534 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 13-6161749).
Questions about HELEN SPERRY LEA FOUNDATION
- What is the EIN of HELEN SPERRY LEA FOUNDATION?
- The employer identification number (EIN) of HELEN SPERRY LEA FOUNDATION is 13-6161749.
- Is HELEN SPERRY LEA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to HELEN SPERRY LEA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN SPERRY LEA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN SPERRY LEA 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 HELEN SPERRY LEA 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 HELEN SPERRY LEA FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HELEN SPERRY LEA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $97,899, expenses of $163,420 and total assets of $1,623,042 at year end.
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