Nonprofit · EIN 82-3350398
LEE FOUNDATION INC
Tax-exempt · MARY ESTHER, FL 32569
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $146,943 | $108,367 | $38,576 | $2,171,053 | $0 | $2,171,053 |
| December 31, 2024 | 990-PF | $110,934 | $113,237 | -$2,303 | $2,131,477 | $0 | $2,131,477 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $62,521
- Interest
- $16,435
- Net gain from sales of assets
- $67,987
Expenses
- Grants and similar amounts paid
- $103,300
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $104,311
- Excise tax on investment income
- $2,029
Balance sheet and other
- Total assets, start of year
- $2,131,477
- Total assets, end of year
- $2,171,053
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,171,053
- Fair market value of assets
- $2,185,566
- Qualifying distributions
- $104,311
- Net investment income
- $146,943
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 |
|---|---|---|---|
| ROBERT E LEE 231 E MIRACLE STRIP PKWY, MARY ESTHER, FL 32569 | PRESIDENT | 1 | $0 |
| NANCY LEE 231 E MIRACLE STRIP PKWY, MARY ESTHER, FL 32569 | BOARD MEMBER | 1 | $0 |
| LAURA LEE-ANDERSON 231 E MIRACLE STRIP PKWY, MARY ESTHER, FL 32569 | BOARD MEMBER | 1 | $0 |
| HELEN ASHLEY 231 E MIRACLE STRIP PKWY, MARY ESTHER, FL 32569 | BOARD MEMBER | 1 | $0 |
| JAMIE THOMPSON 231 E MIRACLE STRIP PKWY, MARY ESTHER, FL 32569 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT E LEE 231 E MIRACLE STRIP PKWY, MARY ESTHER, FL 32569 | PRESIDENT | 1 | $0 |
| NANCY LEE 231 E MIRACLE STRIP PKWY, MARY ESTHER, FL 32569 | BOARD MEMBER | 1 | $0 |
| LAURA LEE-ANDERSON 231 E MIRACLE STRIP PKWY, MARY ESTHER, FL 32569 | BOARD MEMBER | 1 | $0 |
| HELEN ASHLEY 231 E MIRACLE STRIP PKWY, MARY ESTHER, FL 32569 | BOARD MEMBER | 1 | $0 |
| JAMIE THOMPSON 231 E MIRACLE STRIP PKWY, MARY ESTHER, FL 32569 | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 231 E MIRACLE STRIP PKWY, MARY ESTHER, FL 32569-1923
- Signed the 990-PF
- ROBERT LEE, PRESIDENT
- Phone
- (850) 244-7611
- Return prepared by
- WARREN AVERETT 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
- 82-3350398
- 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 (T20)
- Assets (IRS master file)
- $2,171,053
- Income (IRS master file)
- $2,097,157
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $62,248 | $110,579 | $2,123,235 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LEE FOUNDATION INC
- What is the EIN of LEE FOUNDATION INC?
- The employer identification number (EIN) of LEE FOUNDATION INC is 82-3350398.
- Is LEE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to LEE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEE FOUNDATION INC 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 FOUNDATION INC 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 FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LEE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $146,943, expenses of $108,367 and total assets of $2,171,053 at year end.
Other nonprofits in MARY ESTHER
- LOVE YOUR ART PROJECT INC EIN 84-3698749 · last filed 990-N for 2024
- THE WILLIAM H RADER FAMILY FOUNDATION INC EIN 30-0036997 · last filed 990-PF for 2025
- COMBAT CONTROL FOUNDATION CORPORATION EIN 83-3980682 · last filed 990 for 2025
- ADVANCED SACRED HOPE ACADEMY INC EIN 83-2476781 · last filed 990 for 2025
- VETERANS OF FOREIGN WARS OF THE UNITED STATES DEPT OF FLORIDA EIN 59-3082264 · last filed 990 for 2025
- AIR COMMANDO ASSOCIATION INC EIN 59-1400823 · last filed 990 for 2025
- JEFF WEIKERT CONSULTING INC EIN 82-4365775 · last filed 990 for 2025
- ZALTHO FOUNDATION INC EIN 04-3249942 · last filed 990 for 2025
All nonprofits in MARY ESTHER · Florida · Philanthropy, voluntarism and grantmaking foundations