Nonprofit · EIN 30-6519917
LEE FAMILY FOUNDATION
Also known as JAMES E LEE REGINA R LEE ET AL TTEE
Tax-exempt · FERN BCH, FL 32034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,480 | $48,090 | -$36,610 | $74,030 | $0 | $74,030 |
| December 31, 2024 | 990-PF | $55,386 | $35,258 | $20,128 | $110,640 | $0 | $110,640 |
| December 31, 2023 | 990-PF | $9,562 | $34,866 | -$25,304 | $90,512 | $0 | $90,512 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,475
- Interest
- $5
Expenses
- Grants and similar amounts paid
- $46,500
- Disbursements for charitable purposes
- $46,500
- Excise tax on investment income
- $159
Balance sheet and other
- Total assets, start of year
- $110,640
- Total assets, end of year
- $74,030
- Total liabilities, end of year
- $0
- Net assets, end of year
- $74,030
- Qualifying distributions
- $46,500
- Net investment income
- $11,480
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 |
|---|---|---|---|
| James E Lee 607 Ocean Club Ct, Fernandina Beach, FL 32034 | Trustee | 1 | $0 |
| Regina R Lee 607 Oean Club Ct, Fernandina Beach, FL 32034 | Trustee | 1 | $0 |
| Jason D Lee 5552 Woodsong Trail, Dunwoody, GA 30338 | Trustee | 1 | $0 |
| David E Lee 4222 Kessler Ridge Dr, Marietta, GA 30062 | Trustee | 1 | $0 |
| Katherine M Lee 329 West Anapamu Street, Santa Barbara, CA 93101 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James E Lee 2962 S Fletcher Avenue, Fernandina Beach, FL 32034 | Trustee | 1 | $0 |
| Regina R Lee 2962 S Fletcher Avenue, Fernandina Beach, FL 32034 | Trustee | 1 | $0 |
| Jason D Lee 5552 Woodsong Trail, Dunwoody, GA 30338 | Trustee | 1 | $0 |
| David E Lee 1951 Rotherham Way, Dunwoody, GA 30338 | Trustee | 1 | $0 |
| Katherine M Lee 329 West Anapamu Street, Santa Barbara, CA 93101 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James E Lee 2962 S Fletcher Avenue, Fernandina Beach, FL 32034 | Trustee | 1 | $0 |
| Regina R Lee 2962 S Fletcher Avenue, Fernandina Beach, FL 32034 | Trustee | 1 | $0 |
| Jason D Lee 5552 Woodsong Trail, Dunwoody, GA 30338 | Trustee | 1 | $0 |
| David E Lee 1951 Rotherham Way, Dunwoody, GA 30338 | Trustee | 1 | $0 |
| Katherine M Lee 329 West Anapamu Street, Santa Barbara, CA 93101 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 607 OCEAN CLUB CT, FERN BCH, FL 32034-6564
- Signed the 990-PF
- James E Lee, Trustee
- Phone
- (904) 356-2600
- Return prepared by
- Strickland & Company PC
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
- 30-6519917
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $74,030
- Income (IRS master file)
- $11,480
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,480 | $48,090 | $74,030 | IRS |
| 990-PF | December 2024 | $55,386 | $35,258 | $110,640 | IRS |
| 990-PF | December 2023 | $9,562 | $34,866 | $90,512 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 30-6519917).
Questions about LEE FAMILY FOUNDATION
- What is the EIN of LEE FAMILY FOUNDATION?
- The employer identification number (EIN) of LEE FAMILY FOUNDATION is 30-6519917.
- Is LEE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to LEE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEE FAMILY 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 LEE FAMILY 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 LEE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LEE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,480, expenses of $48,090 and total assets of $74,030 at year end.
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All nonprofits in FERN BCH · Florida · Philanthropy, voluntarism and grantmaking foundations