Nonprofit · EIN 27-4667770
JAMES ABRAHAM LEE FAMILY CHARITABLE LEAD ANNUITY TRUST
Also known as LEE JAMES ABRAHAM TTEE
Tax-exempt · WEXFORD, PA 15090
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,350 | $13,195 | -$10,845 | $117,176 | $0 | $117,176 |
| December 31, 2024 | 990-PF | $2,980 | $9,495 | -$6,515 | $128,021 | $0 | $128,021 |
| December 31, 2023 | 990-PF | $3,115 | $11,956 | -$8,841 | $134,536 | $0 | $134,536 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $2,350
Expenses
- Grants and similar amounts paid
- $5,115
- Compensation of officers, directors and key employees
- $4,800
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $8,075
Balance sheet and other
- Total assets, start of year
- $128,021
- Total assets, end of year
- $117,176
- Total liabilities, end of year
- $0
- Net assets, end of year
- $117,176
- Fair market value of assets
- $117,176
- Qualifying distributions
- $8,075
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 |
|---|---|---|---|
| James Lee 340 Golfside Dr, Wexford, PA 15090 | Trustee | 10 | $5,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Lee 340 Golfside Dr, Wexford, PA 15090 | Trustee | 10 | $4,800 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James Lee 340 Golfside Dr, Wexford, PA 15090 | Trustee | 10 | $7,200 |
Address and contacts
- Address (IRS master file)
- 340 GOLFSIDE DR, WEXFORD, PA 15090-9418
- In care of
- % JAMES LEE
- Signed the 990-PF
- James Lee, Trustee
- Phone
- (310) 909-3280
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
- 27-4667770
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $117,176
- Income (IRS master file)
- $2,350
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,350 | $13,195 | $117,176 | XML |
| 990-PF | December 2024 | $2,980 | $9,495 | $128,021 | IRS |
| 990-PF | December 2023 | $3,115 | $11,956 | $134,536 | 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 27-4667770).
Questions about JAMES ABRAHAM LEE FAMILY CHARITABLE LEAD ANNUITY TRUST
- What is the EIN of JAMES ABRAHAM LEE FAMILY CHARITABLE LEAD ANNUITY TRUST?
- The employer identification number (EIN) of JAMES ABRAHAM LEE FAMILY CHARITABLE LEAD ANNUITY TRUST is 27-4667770.
- Is JAMES ABRAHAM LEE FAMILY CHARITABLE LEAD ANNUITY TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to JAMES ABRAHAM LEE FAMILY CHARITABLE LEAD ANNUITY TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES ABRAHAM LEE FAMILY CHARITABLE LEAD ANNUITY TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES ABRAHAM LEE FAMILY CHARITABLE LEAD ANNUITY TRUST 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 JAMES ABRAHAM LEE FAMILY CHARITABLE LEAD ANNUITY TRUST 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 JAMES ABRAHAM LEE FAMILY CHARITABLE LEAD ANNUITY TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,000 (James Lee, Trustee).
- How much revenue does JAMES ABRAHAM LEE FAMILY CHARITABLE LEAD ANNUITY TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,350, expenses of $13,195 and total assets of $117,176 at year end.
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