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Nonprofit · EIN 81-3134806

ROGER AND CLARISSA LEE FAMILY FOUNDATION

Tax-exempt · BOSTON, MA 02110

Financials

$16.1M$5.9M2022$1.9M$3.9M2023$1.1M$433K2024
Revenue Expenses · by fiscal year end
Financials of ROGER AND CLARISSA LEE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$1,068,395$433,387$635,008$10,836,722$0$10,836,722
June 30, 2024990-PF$1,873,695$3,935,271-$2,061,576$10,290,909$0$10,290,909
June 30, 2023990-PF$16,052,429$5,857,319$10,195,110$11,790,803$0$11,790,803
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$249,814
Other income
$818,581

Expenses

Grants and similar amounts paid
$315,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$347,645
Excise tax on investment income
$13,659

Balance sheet and other

Total assets, start of year
$10,290,909
Total assets, end of year
$10,836,722
Total liabilities, end of year
$0
Net assets, end of year
$10,836,722
Fair market value of assets
$10,836,722
Qualifying distributions
$347,645
Net investment income
$1,068,395

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROGER H LEE
C/O BRIAN LENTINE 260 FRANKLIN ST, BOSTON, MA 02210
PRESIDENT1$0
CLARISSA H LEE
C/O BRIAN LENTINE 260 FRANKLIN ST, BOSTON, MA 02210
SECRETARY & TREASURER1$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
ROGER H LEE
C/O BRIAN LENTINE 260 FRANKLIN ST, BOSTON, MA 02210
PRESIDENT1$0
CLARISSA H LEE
C/O BRIAN LENTINE 260 FRANKLIN ST, BOSTON, MA 02210
SECRETARY & TREASURER1$0
990-PF for the year ended June 30, 2023: 2 people
NameTitleHours / weekCompensation
ROGER H LEE
C/O BRIAN LENTINE 260 FRANKLIN ST, BOSTON, MA 02210
PRESIDENT1$0
CLARISSA H LEE
C/O BRIAN LENTINE 260 FRANKLIN ST, BOSTON, MA 02210
SECRETARY & TREASURER1$0

Address and contacts

Address (IRS master file)
260 FRANKLIN ST STE 1510, BOSTON, MA 02110-3112
In care of
% JOHN DINNEEN BATTERY GLOBAL ADV
Signed the 990-PF
ROGER LEE, PRESIDENT
Phone
(617) 948-3800
Return prepared by
BAKER TILLY ADVISORY GROUP LP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025Check at the IRS
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
81-3134806
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,836,722
Income (IRS master file)
$1,068,395

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$1,068,395$433,387$10,836,722IRS
990-PFJune 2024$1,873,695$3,935,271$10,290,909XML
990-PFJune 2023$16,052,429$5,857,319$11,790,803XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 2019–––IRS
990-PFJune 2018–––IRS
990-PFJune 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 81-3134806).

Questions about ROGER AND CLARISSA LEE FAMILY FOUNDATION

What is the EIN of ROGER AND CLARISSA LEE FAMILY FOUNDATION?
The employer identification number (EIN) of ROGER AND CLARISSA LEE FAMILY FOUNDATION is 81-3134806.
Is ROGER AND CLARISSA LEE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to ROGER AND CLARISSA LEE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROGER AND CLARISSA LEE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROGER AND CLARISSA LEE FAMILY FOUNDATION 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 ROGER AND CLARISSA LEE FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of ROGER AND CLARISSA LEE FAMILY FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does ROGER AND CLARISSA LEE FAMILY FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,068,395, expenses of $433,387 and total assets of $10,836,722 at year end.

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