Nonprofit · EIN 45-3845576
PATRICK P LEE FOUNDATION INC
Tax-exempt · WILLIAMSVILLE, NY 14221
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,534,541 | $2,952,836 | $1,581,705 | $44,560,171 | $181,500 | $44,378,671 |
| December 31, 2023 | 990-PF | $3,032,352 | $3,803,671 | -$771,319 | $41,778,087 | $722,596 | $41,055,491 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $800,000
- Dividends
- $948,704
- Interest
- $186,306
- Net rental income
- -$89,346
- Net gain from sales of assets
- $1,525,301
- Other income
- $1,074,230
Expenses
- Grants and similar amounts paid
- $1,404,180
- Compensation of officers, directors and key employees
- $170,090
- Salaries, compensation and benefits (total)
- $160,988
- Disbursements for charitable purposes
- $2,528,446
- Excise tax on investment income
- $43,581
Balance sheet and other
- Total assets, start of year
- $41,778,087
- Total assets, end of year
- $44,560,171
- Total liabilities, end of year
- $181,500
- Net assets, end of year
- $44,378,671
- Fair market value of assets
- $44,560,171
- Qualifying distributions
- $2,528,446
- Net investment income
- $3,876,703
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 | Other / benefits |
|---|---|---|---|---|
| JANE MOGAVERO 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | EXECUTIVE DIRECTOR | 40 | $170,090 | $25,421 |
| PATRICK P LEE 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | CHAIRMAN | 5 | $0 | $0 |
| LEE WORTHAM 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | VICE CHAIRMAN | 2 | $0 | $0 |
| BARBARA RHEE 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | SECRETARY | 2 | $0 | $0 |
| JOHN RHEE 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | DIRECTOR | 2 | $0 | $0 |
| CYNTHIA LEE 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | DIRECTOR | 2 | $0 | $0 |
| ARTHUR MICHALEK 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | TREASURER | 2 | $0 | $0 |
| JON PELLISH 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | DIRECTOR | 2 | $0 | $0 |
| SUZANNE STERN 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | DIRECTOR | 2 | $0 | $0 |
| AMY CASE 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | DIRECTOR | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JANE MOGAVERO 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | EXECUTIVE DIRECTOR | 40 | $157,805 | $19,702 |
| PATRICK P LEE 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | CHAIRMAN | 5 | $0 | $0 |
| LEE WORTHAM 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | VICE CHAIRMAN | 2 | $0 | $0 |
| BARBARA RHEE 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | SECRETARY | 2 | $0 | $0 |
| JOHN RHEE 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | DIRECTOR | 2 | $0 | $0 |
| MICHELE LEE 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | DIRECTOR | 2 | $0 | $0 |
| CYNTHIA LEE 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | DIRECTOR | 2 | $0 | $0 |
| ARTHUR MICHALEK 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | TREASURER | 2 | $0 | $0 |
| JON PELLISH 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | DIRECTOR | 2 | $0 | $0 |
| SUZANNE STERN 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | DIRECTOR | 2 | $0 | $0 |
| AMY CASE 5166 MAIN STREET SUITE 303, WILLIAMSVILLE, NY 14221 | DIRECTOR | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5166 MAIN ST STE 303, WILLIAMSVILLE, NY 14221-5264
- Signed the 990-PF
- JANE MOGAVERO, EXECUTIVE DIRECTOR
- Phone
- (716) 844-3100
- Website
- PATRICKPLEEFOUNDATION.ORG
- Return prepared by
- CHIAMPOU TRAVIS BESAW & KERSHNER 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 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
- 45-3845576
- 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)
- $44,560,171
- Income (IRS master file)
- $5,133,377
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,534,541 | $2,952,836 | $44,560,171 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,032,352 | $3,803,671 | $41,778,087 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 45-3845576).
Questions about PATRICK P LEE FOUNDATION INC
- What is the EIN of PATRICK P LEE FOUNDATION INC?
- The employer identification number (EIN) of PATRICK P LEE FOUNDATION INC is 45-3845576.
- Is PATRICK P LEE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to PATRICK P LEE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PATRICK P LEE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PATRICK P LEE 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 PATRICK P LEE 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 PATRICK P LEE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 1 received compensation from the organization, the highest $170,090 (JANE MOGAVERO, EXECUTIVE DIRECTOR).
- How much revenue does PATRICK P LEE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,534,541, expenses of $2,952,836 and total assets of $44,560,171 at year end.
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