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Joe R Lee Family Foundation Inc

  • Wilmington, DE
  • Tax-exempt since Feb. 2007
  • EIN: 20-5975648

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$233k (2024)

Expenses
$296k (2024)

Total Assets
$4.34M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$232,738
Expenses
$296,047
Net Income
-$63,309
Net Assets
$4,344,673
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,097
6.1%
Dividends $87,571
37.6%
Sales of Assets $123,564
53.1%
Other Income $7,506
3.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $249,317
84.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,344,673
Total Liabilities $0
Net Assets $4,344,673
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres, Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
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Document Links

990-PF
Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,796
Expenses
$280,277
Net Income
-$246,481
Net Assets
$4,407,982
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12,128
35.9%
Dividends $73,952
> 100%
Sales of Assets -$55,611
Other Income $3,327
9.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $234,341
83.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,407,982
Total Liabilities $0
Net Assets $4,407,982
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres, Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$116,650
Expenses
$266,452
Net Income
-$149,802
Net Assets
$4,654,463
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,261
1.1%
Dividends $58,077
49.8%
Sales of Assets $53,704
46.0%
Other Income $3,608
3.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $211,219
79.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,654,463
Total Liabilities $0
Net Assets $4,654,463
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres, Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
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Document Links

990-PF
Filed on Oct. 3, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,120,161
Expenses
$379,880
Net Income
$740,281
Net Assets
$4,804,265
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $9
0.0%
Dividends $71,166
6.4%
Sales of Assets $1,047,143
93.5%
Other Income $1,843
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $323,653
85.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,804,265
Total Liabilities $0
Net Assets $4,804,265
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres, Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$330,883
Expenses
$315,592
Net Income
$15,291
Net Assets
$4,063,983
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $384
0.1%
Dividends $65,414
19.8%
Sales of Assets $272,689
82.4%
Other Income -$7,604
Notable Expenses Percent of Total Expenses
Charitable Disbursements $259,100
82.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,063,984
Total Liabilities $1
Net Assets $4,063,983
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres, Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$9,187
Expenses
$285,962
Net Income
-$295,149
Net Assets
$4,048,692
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,374
Dividends $76,276
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $239,265
83.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,048,693
Total Liabilities $1
Net Assets $4,048,692
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres, Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$246,993
Expenses
$276,606
Net Income
-$29,613
Net Assets
$4,343,842
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,430
1.0%
Dividends $73,165
29.6%
Sales of Assets $171,153
69.3%
Other Income $245
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $229,744
83.1%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,343,842
Total Liabilities $0
Net Assets $4,343,842
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres, Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$330,519
Expenses
$227,727
Net Income
$102,792
Net Assets
$4,373,455
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,119
0.3%
Dividends $79,100
23.9%
Sales of Assets $249,806
75.6%
Other Income $494
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $189,408
83.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,373,455
Total Liabilities $0
Net Assets $4,373,455
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres, Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 30, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,293
Expenses
$53,545
Net Income
$53,748
Net Assets
$4,270,663
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $305
0.3%
Dividends $66,445
61.9%
Sales of Assets $39,334
36.7%
Other Income $1,209
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,195
35.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,270,663
Total Liabilities $0
Net Assets $4,270,663
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres / Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$91,286
Expenses
$156,599
Net Income
-$65,313
Net Assets
$4,216,915
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $25
0.0%
Dividends $72,616
79.5%
Sales of Assets $16,145
17.7%
Other Income $2,500
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $119,879
76.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,216,915
Total Liabilities $0
Net Assets $4,216,915
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres / Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 21, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$155,688
Expenses
$61,516
Net Income
$94,172
Net Assets
$4,282,228
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $84,241
54.1%
Sales of Assets $70,553
45.3%
Other Income $894
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $18,133
29.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,282,228
Total Liabilities $0
Net Assets $4,282,228
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres / Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 27, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$143,320
Expenses
$558,485
Net Income
-$415,165
Net Assets
$4,188,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $78,916
55.1%
Sales of Assets $55,408
38.7%
Other Income $8,996
6.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $517,808
92.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,188,056
Total Liabilities $0
Net Assets $4,188,056
Compensation
Key Employees and Officers Compensation Other
Carolyn Dale Lee (Vp) $0 $0
Joe R Lee (Pres / Dir) $0 $0
Keena Rene Lee (Sec) $0 $0
Michael Frederick Lee (Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$137,034
Expenses
$402,058
Net Income
-$265,024
Net Assets
$4,603,221
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $83,985
61.3%
Sales of Assets $7,982
5.8%
Other Income $45,067
32.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $354,520
88.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,603,221
Total Liabilities $0
Net Assets $4,603,221

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$26,351
Expenses
$361,458
Net Income
-$387,809
Net Assets
$4,704,002
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $78,783
Sales of Assets $0
Other Income $187
Notable Expenses Percent of Total Expenses
Charitable Disbursements $311,629
86.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,704,002
Total Liabilities $0
Net Assets $4,704,002

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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