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Nonprofit · EIN 87-6150803

LAWRENCE T & JANET T DEE FDN

Tax-exempt · SALT LAKE CTY, UT 84158

Financials

$1.5M$3.4M2023$2.8M$3.6M2024
Revenue Expenses · by fiscal year end
Financials of LAWRENCE T & JANET T DEE FDN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,764,869$3,621,188-$856,319$52,292,694$0$52,292,694
December 31, 2023990-PF$1,526,357$3,375,377-$1,849,020$53,149,013$0$53,149,013
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,266,914
Interest
$254,355
Net gain from sales of assets
$1,003,099
Other income
$240,501

Expenses

Grants and similar amounts paid
$3,041,500
Compensation of officers, directors and key employees
$12,500
Disbursements for charitable purposes
$3,129,877
Excise tax on investment income
$31,214

Balance sheet and other

Total assets, start of year
$53,149,013
Total assets, end of year
$52,292,694
Total liabilities, end of year
$0
Net assets, end of year
$52,292,694
Fair market value of assets
$63,089,834
Qualifying distributions
$3,129,877
Net investment income
$2,708,549

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
NATHAN C DEE
PO Box 58767, Salt Lake City, UT 84158
DIRECTOR1$2,500
THOMAS D DEE III
PO Box 58767, Salt Lake City, UT 84158
DIRECTOR1$2,500
DAVID DEE
PO Box 58767, Salt Lake City, UT 84158
DIRECTOR1$2,500
ELISABETH DEE
PO Box 58767, Salt Lake City, UT 84158
DIRECTOR1$2,500
MATTHEW T DEE
PO Box 58767, Salt Lake City, UT 84158
DIRECTOR1$2,500
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
THOMAS D DEE III
PO BOX 58767, SALT LAKE CITY, UT 84158
DIRECTOR1$2,500
DAVID DEE
PO BOX 58767, SALT LAKE CITY, UT 84158
DIRECTOR1$2,500
MATTHEW T DEE
PO BOX 58767, SALT LAKE CITY, UT 84158
DIRECTOR1$2,500
NATHAN C DEE
PO BOX 58767, SALT LAKE CITY, UT 84158
DIRECTOR1$2,500
E LISABETH DEE
PO BOX 58767, SALT LAKE CITY, UT 84158
DIRECTOR1$2,500

Address and contacts

Address (IRS master file)
PO BOX 58767, SALT LAKE CTY, UT 84158-0767
In care of
% FORVIS LLP
Signed the 990-PF
THOMAS DEE, DIRECTOR
Phone
(801) 647-0604
Return prepared by
Forvis Mazars 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 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, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
87-6150803
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
1971
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$52,292,694
Income (IRS master file)
$31,650,126

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,764,869$3,621,188$52,292,694XML
990-TDecember 2024–––IRS
990-PFDecember 2023$1,526,357$3,375,377$53,149,013XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 87-6150803).

Questions about LAWRENCE T & JANET T DEE FDN

What is the EIN of LAWRENCE T & JANET T DEE FDN?
The employer identification number (EIN) of LAWRENCE T & JANET T DEE FDN is 87-6150803.
Is LAWRENCE T & JANET T DEE FDN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to LAWRENCE T & JANET T DEE FDN tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LAWRENCE T & JANET T DEE FDN file?
Form 990-PF. Private foundations file every year.
When is the next return of LAWRENCE T & JANET T DEE FDN 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 LAWRENCE T & JANET T DEE FDN last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of LAWRENCE T & JANET T DEE FDN?
The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $2,500 (NATHAN C DEE, DIRECTOR).
How much revenue does LAWRENCE T & JANET T DEE FDN have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,764,869, expenses of $3,621,188 and total assets of $52,292,694 at year end.

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