Nonprofit · EIN 86-1211806
LEE BANK FOUNDATION INC
Tax-exempt · LEE, MA 01238
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $238,012 | $287,098 | -$49,086 | $5,669,779 | $199 | $5,669,580 |
| June 30, 2025 | 990-PF | $360,709 | $255,201 | $105,508 | $5,331,892 | $346 | $5,331,546 |
| June 30, 2024 | 990-PF | $1,474,348 | $217,573 | $1,256,775 | $5,041,613 | $54 | $5,041,559 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $167,793
- Net gain from sales of assets
- $70,219
Expenses
- Grants and similar amounts paid
- $235,380
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $236,801
- Excise tax on investment income
- $2,719
Balance sheet and other
- Total assets, start of year
- $5,331,892
- Total assets, end of year
- $5,669,779
- Total liabilities, end of year
- $199
- Net assets, end of year
- $5,669,580
- Fair market value of assets
- $5,669,779
- Qualifying distributions
- $236,801
- Net investment income
- $238,012
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES LEACH 75 PARK STREET, LEE, MA 01238 | PRESIDENT/DIRECTOR | 1 | $0 |
| ALISON BRIGHAM 75 PARK STREET, LEE, MA 01238 | TREASURER/DIRECTOR | 1 | $0 |
| NINA GARLINGTON 75 PARK STREET, LEE, MA 01238 | SECRETARY/DIRECTOR | 1 | $0 |
| JASON MCCANDLESS 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| SANDRA LOJANO 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| JENNIBETH GOMEZ 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| LINDA CLAIRMONT 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| JAMES TERRYBERRY 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2025: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES LEACH 75 PARK STREET, LEE, MA 01238 | PRESIDENT/DIRECTOR | 1 | $0 |
| ALISON BRIGHAM 75 PARK STREET, LEE, MA 01238 | TREASURER/DIRECTOR | 1 | $0 |
| NINA GARLINGTON 75 PARK STREET, LEE, MA 01238 | SECRETARY/DIRECTOR | 1 | $0 |
| JASON MCCANDLESS 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| SANDRA LOJANO 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| JENNIBETH GOMEZ 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| LINDA CLAIRMONT AS OF 525 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| JAMES TERRYBERRY 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| URSULA MALOY AS OF 625 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES LEACH 75 PARK STREET, LEE, MA 01238 | PRESIDENT | 1 | $0 |
| ALISON BRIGHAM 75 PARK STREET, LEE, MA 01238 | TREASURER | 1 | $0 |
| NINA GARLINGTON 75 PARK STREET, LEE, MA 01238 | SECRETARY | 1 | $0 |
| JASON MCCANDLESS 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| SANDRA LOJANO 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| JENNIBETH GOMEZ 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| BROOKE LARKIN ENDED 32024 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
| JAMES TERRYBERRY AS OF 32024 75 PARK STREET, LEE, MA 01238 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 75 PARK ST, LEE, MA 01238-1701
- In care of
- % CHARLES LEACH
- Signed the 990-PF
- CHARLES LEACH, PRESIDENT
- Phone
- (413) 243-0117
- Return prepared by
- WOLF & COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-1211806
- 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
- 2021
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $5,669,779
- Income (IRS master file)
- $891,149
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $238,012 | $287,098 | $5,669,779 | XML |
| 990-PF | June 2025 | $360,709 | $255,201 | $5,331,892 | XML |
| 990-PF | June 2024 | $1,474,348 | $217,573 | $5,041,613 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 86-1211806).
Questions about LEE BANK FOUNDATION INC
- What is the EIN of LEE BANK FOUNDATION INC?
- The employer identification number (EIN) of LEE BANK FOUNDATION INC is 86-1211806.
- Is LEE BANK FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to LEE BANK FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEE BANK FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEE BANK FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEE BANK FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of LEE BANK FOUNDATION INC?
- The 990-PF for the year ended June 30, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does LEE BANK FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $238,012, expenses of $287,098 and total assets of $5,669,779 at year end.
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