Nonprofit · EIN 62-6364522
JOHN M & JANIE R LEE CHARITABLE TR
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $679,663 | $380,518 | $299,145 | $4,004,485 | $0 | $4,004,485 |
| March 31, 2025 | 990-PF | $171,240 | $347,437 | -$176,197 | $3,704,369 | $0 | $3,704,369 |
| March 31, 2024 | 990-PF | $262,782 | $330,720 | -$67,938 | $3,881,294 | $0 | $3,881,294 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $154,247
- Net gain from sales of assets
- $525,416
Expenses
- Grants and similar amounts paid
- $312,055
- Compensation of officers, directors and key employees
- $30,098
- Disbursements for charitable purposes
- $329,604
- Excise tax on investment income
- $8,768
Balance sheet and other
- Total assets, start of year
- $3,704,369
- Total assets, end of year
- $4,004,485
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,004,485
- Fair market value of assets
- $6,833,201
- Qualifying distributions
- $329,604
- Net investment income
- $679,663
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 328919798 | TRUSTEE | 1 | $30,098 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 328919798 | TRUSTEE | 1 | $28,844 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK PO BOX 919798, ORLANDO, FL 328919798 | TRUSTEE | 1 | $26,427 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % TRUIST BANK
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (404) 724-3644
- Return prepared by
- ERNST & YOUNG US 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 62-6364522
- 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
- 2000
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $4,004,485
- Income (IRS master file)
- $2,259,012
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $679,663 | $380,518 | $4,004,485 | XML |
| 990-PF | March 2025 | $171,240 | $347,437 | $3,704,369 | XML |
| 990-PF | March 2024 | $262,782 | $330,720 | $3,881,294 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | 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 62-6364522).
Questions about JOHN M & JANIE R LEE CHARITABLE TR
- What is the EIN of JOHN M & JANIE R LEE CHARITABLE TR?
- The employer identification number (EIN) of JOHN M & JANIE R LEE CHARITABLE TR is 62-6364522.
- Is JOHN M & JANIE R LEE CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JOHN M & JANIE R LEE CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN M & JANIE R LEE CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN M & JANIE R LEE CHARITABLE TR due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN M & JANIE R LEE CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of JOHN M & JANIE R LEE CHARITABLE TR?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $30,098 (TRUIST BANK, TRUSTEE).
- How much revenue does JOHN M & JANIE R LEE CHARITABLE TR have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $679,663, expenses of $380,518 and total assets of $4,004,485 at year end.
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