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Nonprofit · EIN 95-4252561

LEE GRAFF FOUNDATION

Tax-exempt · SAN CLEMENTE, CA 92673

Financials

$104K$194K2023$153K$213K2024$135K$229K2025
Revenue Expenses · by fiscal year end
Financials of LEE GRAFF FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$134,853$228,894-$94,041$1,707,915$0$1,707,915
December 31, 2024990-PF$153,321$213,426-$60,105$1,801,956$0$1,801,956
December 31, 2023990-PF$103,988$193,886-$89,898$1,862,061$0$1,862,061
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$39,233
Interest
$14,775
Net gain from sales of assets
$79,891
Other income
$954

Expenses

Grants and similar amounts paid
$154,004
Compensation of officers, directors and key employees
$42,000
Disbursements for charitable purposes
$154,004
Excise tax on investment income
$1,417

Balance sheet and other

Total assets, start of year
$1,801,956
Total assets, end of year
$1,707,915
Total liabilities, end of year
$0
Net assets, end of year
$1,707,915
Fair market value of assets
$2,852,492
Qualifying distributions
$154,004
Net investment income
$134,853

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.

NameTitleHours / weekCompensation
JASMINE MORIELLI
11 VIA FRANCA, SAN CLEMENTE, CA 92673
Trustee10$36,000
VICTORIA SCHAFFER
11095 MATTHEWS DRIVE, TUSTIN, CA 92782
Trustee2$6,000
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
JASMINE MORIELLI
11 VIA FRANCA, SAN CLEMENTE, CA 92673
Trustee10$27,000
VICTORIA SCHAFFER
11095 MATTHEWS DRIVE, TUSTIN, CA 92782
Trustee2$6,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
SCOTT MORIELLI
11 VIA FRANCA, SAN CLEMENTE, CA 92673
Trustee10$27,000
VICTORIA SCHAFFER
11095 MATTHEWS DRIVE, TUSTIN, CA 92782
Trustee2$6,000
JASMINE MORIELLI
11 VIA FRANCA, SAN CLEMENTE, CA 92673
Trustee2$3,000

Address and contacts

Address (IRS master file)
11 VIA FRANCA, SAN CLEMENTE, CA 92673-7046
In care of
% LEE GRAFF
Signed the 990-PF
JASMINE MOREILLI, Trustee
Phone
(310) 308-4123
Return prepared by
ATS Accounting Group Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 95-4252561 or by the name LEE GRAFF FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
95-4252561
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
1990
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,707,915
Income (IRS master file)
$683,306

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$134,853$228,894$1,707,915IRS
990-PFDecember 2024$153,321$213,426$1,801,956XML
990-PFDecember 2023$103,988$193,886$1,862,061XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 95-4252561).

Questions about LEE GRAFF FOUNDATION

What is the EIN of LEE GRAFF FOUNDATION?
The employer identification number (EIN) of LEE GRAFF FOUNDATION is 95-4252561.
Is LEE GRAFF FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
Are donations to LEE GRAFF FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEE GRAFF FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEE GRAFF FOUNDATION 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 GRAFF FOUNDATION 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 GRAFF FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $36,000 (JASMINE MORIELLI, Trustee).
How much revenue does LEE GRAFF FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $134,853, expenses of $228,894 and total assets of $1,707,915 at year end.

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