Nonprofit · EIN 20-8039685
LEE FAMILY FOUNDATION INC
Tax-exempt · ANTHEM, AZ 85086
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,758,466 | $520,941 | $2,237,525 | $1,050,952 | $0 | $1,050,952 |
| December 31, 2023 | 990-PF | $454,407 | $375,222 | $79,185 | $57,797 | $0 | $57,797 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,456,811
- Dividends
- $49,119
- Interest
- $2
- Net gain from sales of assets
- $1,252,534
Expenses
- Grants and similar amounts paid
- $398,461
- Disbursements for charitable purposes
- $398,461
- Excise tax on investment income
- $16,391
Balance sheet and other
- Total assets, start of year
- $57,797
- Total assets, end of year
- $1,050,952
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,050,952
- Fair market value of assets
- $1,066,410
- Qualifying distributions
- $398,461
- Net investment income
- $1,301,655
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 |
|---|---|---|---|
| Terry G Lee 3655 W Anthem WaySte 109-421, Anthem, AZ 85086 | President | 8 | $0 |
| Bryan G Lee 2928 W Whitman Ct, Anthem, AZ 85086 | VPresident/CFO | 10 | $0 |
| Richard G Lee 12604 Stone Creek Ct, Firestone, CO 80504 | Treasurer | 0.25 | $0 |
| Stephanie Jeppsen 2136 North Rock Manor Drive, Centerville, UT 84014 | Secretary | 0.5 | $0 |
| Michael D Lee 2044 E Solano Dr, Phoenix, AZ 85016 | Asst Secretary | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY G LEE 3655 W ANTHEM WAY STE 109-421, ANTHEM, AZ 85086 | PRESIDENT | 8 | $0 |
| RICHARD G LEE 2823 EAGLE CIRCLE, ERIE, CO 80516 | TREASURER | 0.25 | $0 |
| STEPHANIE JEPPSEN 2136 NORTH ROCK MANOR DRIVE, CENTERVILLE, UT 84014 | SECRETARY | 0.5 | $0 |
| BRYAN G LEE 3655 W ANTHEM WAY STE 109-421, ANTHEM, AZ 85086 | VPRESIDENT/ CFO | 10 | $0 |
| MICHAEL D LEE 3655 W ANTHEM WAY STE109-421, ANTHEM, AZ 85086 | ASS'T SECRETARY | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 3655 W ANTHEM WAY STE A109 PMB 421, ANTHEM, AZ 85086-0430
- In care of
- % TERRY G LEE
- Signed the 990-PF
- Bryan Lee, VP Finance/CFO
- Phone
- (480) 363-3486
- Return prepared by
- Spires & Company Inc
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
- 20-8039685
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,050,952
- Income (IRS master file)
- $2,965,350
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,758,466 | $520,941 | $1,050,952 | XML |
| 990-PF | December 2023 | $454,407 | $375,222 | $57,797 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 20-8039685).
Questions about LEE FAMILY FOUNDATION INC
- What is the EIN of LEE FAMILY FOUNDATION INC?
- The employer identification number (EIN) of LEE FAMILY FOUNDATION INC is 20-8039685.
- Is LEE FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to LEE FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEE FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEE FAMILY FOUNDATION INC 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 LEE FAMILY FOUNDATION INC 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 LEE FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does LEE FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,758,466, expenses of $520,941 and total assets of $1,050,952 at year end.
Other nonprofits in ANTHEM
- YOUTH FOR TROOPS EIN 82-1081014 · last filed 990 for 2025
- ANTHEM ROTARY FOUNDATION EIN 47-0930766 · last filed 990 for 2025
- MICHAEL AND CARMEN DUFFEK FOUNDATION INC EIN 51-0619630 · last filed 990-PF for 2025
- ANTHEM WAY FOUNDATION EIN 45-2643774 · last filed 990-EZ for 2023
- SOUTH CHANNEL FOUNDATION EIN 88-0789946 · last filed 990-PF for 2025
- ANTHEM COMMUNITY COUNCIL INC AN ARIZONA CORPORATION EIN 86-0953369 · last filed 990 for 2024
- MUSICAL THEATRE OF ANTHEM INC EIN 26-2408540 · last filed 990 for 2025
- ARIZONA CYBER THREAT RESPONSE ALLIANCE INC EIN 46-2255512 · last filed 990 for 2024
All nonprofits in ANTHEM · Arizona · Philanthropy, voluntarism and grantmaking foundations