Nonprofit · EIN 45-6070257
AUDREY T LEE TRUST UA
Tax-exempt · SIOUX FALLS, SD 57108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $78,827 | $76,570 | $2,257 | $1,235,271 | $0 | $1,235,271 |
| December 31, 2024 | 990-PF | $76,405 | $77,207 | -$802 | $1,233,729 | $0 | $1,233,729 |
| December 31, 2023 | 990-PF | $88,190 | $71,656 | $16,534 | $1,234,531 | $0 | $1,234,531 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $44,191
- Net gain from sales of assets
- $34,636
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $15,238
- Disbursements for charitable purposes
- $60,000
- Excise tax on investment income
- $883
Balance sheet and other
- Total assets, start of year
- $1,233,729
- Total assets, end of year
- $1,235,271
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,235,271
- Fair market value of assets
- $1,296,663
- Qualifying distributions
- $60,000
- Net investment income
- $78,827
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 |
|---|---|---|---|
| FIRST INTERNATIONAL BANK AND TRUST 100 N MAIN, WATFORD, ND 58854 | TRUSTEE | 1 | $15,238 |
| WEALTH ENHANCEMENT TRUST SERVICES 5006 S BROADBAND, SIOUX FALLS, SD 57108 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRSAT INTERNATIONAL BANK & TRUST 100 N MAIN, WATFORD, ND 58854 | TRUSTEE | 1 | $14,787 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRSAT INTERNATIONAL BANK & TRUST 100 N MAIN, WATFORD, ND 58854 | TRUSTEE | 1 | $10,839 |
Address and contacts
- Address (IRS master file)
- 5006 S BROADBAND LN STE 110, SIOUX FALLS, SD 57108-2327
- In care of
- % 1ST INTERNATL BANK
- Signed the 990-PF
- ANDREW BRIENEN, TRUST OFFICER
- Phone
- (608) 826-2569
- Return prepared by
- FIDUCIARY TAX CONSULTANTS LLC
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
- 45-6070257
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X11)
- Assets (IRS master file)
- $1,235,271
- Income (IRS master file)
- $340,598
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $78,827 | $76,570 | $1,235,271 | IRS |
| 990-PF | December 2024 | $76,405 | $77,207 | $1,233,729 | IRS |
| 990-PF | December 2023 | $88,190 | $71,656 | $1,234,531 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 45-6070257).
Questions about AUDREY T LEE TRUST UA
- What is the EIN of AUDREY T LEE TRUST UA?
- The employer identification number (EIN) of AUDREY T LEE TRUST UA is 45-6070257.
- Is AUDREY T LEE TRUST UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to AUDREY T LEE TRUST UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AUDREY T LEE TRUST UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AUDREY T LEE TRUST UA 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 AUDREY T LEE TRUST UA 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 AUDREY T LEE TRUST UA?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $15,238 (FIRST INTERNATIONAL BANK AND TRUST, TRUSTEE).
- How much revenue does AUDREY T LEE TRUST UA have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $78,827, expenses of $76,570 and total assets of $1,235,271 at year end.
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