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John And Mary Jane Lee Charitable Foundation

  • Milwaukee, WI
  • Tax-exempt since Feb. 2010
  • EIN: 26-6700047

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 N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$76.3k (2024)

Expenses
$287k (2024)

Total Assets
$1M (2024)

Total Liabilities
$0 (2024)

Years with missing data
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 Oct.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$76,271
Expenses
$286,616
Net Income
-$210,345
Net Assets
$1,004,698
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $43,673
57.3%
Sales of Assets $32,563
42.7%
Other Income $35
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $264,807
92.4%
Compensation of Officers* $23,069
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,004,698
Total Liabilities $0
Net Assets $1,004,698
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Corp. Trustee) $23,069 $0
James Hitchcock (Committee Member) $0 $0
Michael Houser (Committee Member) $0 $0
Donald Binz (Committee Member) $0 $0
Gregory Kirsch (Committee Member) $0 $0
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Document Links

990-PF
Filed on Feb. 24, 2025

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

View Filing
XML

Fiscal Year Ending Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,275
Expenses
$187,578
Net Income
-$121,303
Net Assets
$1,215,051
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $41,764
63.0%
Sales of Assets $22,894
34.5%
Other Income $1,617
2.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $167,237
89.2%
Compensation of Officers* $22,372
11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,215,051
Total Liabilities $0
Net Assets $1,215,051
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $22,372 $0
James Hitchcock (Committee Member) $0 $0
Michael Houser (Committee Member) $0 $0
Donald Binz (Committee Member) $0 $0
Gregory Kirsch (Committee Member) $0 $0
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Document Links

990-PF
Filed on March 12, 2024

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

View Filing
XML

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,211
Expenses
$297,696
Net Income
-$228,485
Net Assets
$1,336,516
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $45,715
66.1%
Sales of Assets $23,450
33.9%
Other Income $46
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $268,155
90.1%
Compensation of Officers* $26,551
8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,336,516
Total Liabilities $0
Net Assets $1,336,516
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $26,551 $0
James Hitchcock (Committee Member) $0 $0
Michael Houser (Committee Member) $0 $0
Donald Binz (Committee Member) $0 $0
Gregory Kirsch (Committee Member) $0 $0
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Document Links

990-PF
Filed on March 10, 2023

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

View Filing
XML

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$234,706
Expenses
$250,542
Net Income
-$15,836
Net Assets
$1,474,485
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,561
15.2%
Sales of Assets $199,145
84.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $219,837
87.7%
Compensation of Officers* $33,367
13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,474,485
Total Liabilities $0
Net Assets $1,474,485
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $33,367 $0
James Hitchcock (Committee Member) $0 $0
Michael Houser (Committee Member) $0 $0
Donald Binz (Committee Member) $0 $0
Gregory Kirsch (Committee Member) $0 $0
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Document Links

990-PF
Filed on March 7, 2022

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

View Filing
XML

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$97,728
Expenses
$291,647
Net Income
-$193,919
Net Assets
$1,579,692
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $46,033
47.1%
Sales of Assets $51,695
52.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $261,566
89.7%
Compensation of Officers* $30,660
10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,579,693
Total Liabilities $1
Net Assets $1,579,692
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $30,660 $0
James Hitchcock (Committee Member) $0 $0
Michael Houser (Committee Member) $0 $0
Donald Binz (Committee Member) $0 $0
Gregory Kirsch (Committee Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Feb. 23, 2021

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

View Filing
XML

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,329
Expenses
$36,402
Net Income
$47,927
Net Assets
$1,773,636
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $44,577
52.9%
Sales of Assets $39,752
47.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,699
15.7%
Compensation of Officers* $31,991
87.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,773,636
Total Liabilities $0
Net Assets $1,773,636

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2018

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 Oct.
2017

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 Oct.
2016

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 Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$85,441
Expenses
$301,188
Net Income
-$215,747
Net Assets
$2,392,801
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $57,210
67.0%
Sales of Assets $28,231
33.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $256,926
85.3%
Compensation of Officers* $40,712
13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,392,801
Total Liabilities $0
Net Assets $2,392,801

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$461,141
Expenses
$547,045
Net Income
-$85,904
Net Assets
$2,608,404
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $63,260
13.7%
Sales of Assets $397,881
86.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $502,877
91.9%
Compensation of Officers* $46,114
8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,608,404
Total Liabilities $0
Net Assets $2,608,404

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$237,796
Expenses
$381,421
Net Income
-$143,625
Net Assets
$2,693,845
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $79,138
33.3%
Sales of Assets $158,658
66.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $337,146
88.4%
Compensation of Officers* $46,461
12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,693,845
Total Liabilities $0
Net Assets $2,693,845

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$236,643
Expenses
$353,745
Net Income
-$117,102
Net Assets
$2,837,291
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $79,371
33.5%
Sales of Assets $157,272
66.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $311,458
88.0%
Compensation of Officers* $44,580
12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,837,291
Total Liabilities $0
Net Assets $2,837,291

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$325,777
Expenses
$296,208
Net Income
$29,569
Net Assets
$2,954,225
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $222,782
68.4%
Interest Revenue $0
Dividends $94,294
28.9%
Sales of Assets $8,701
2.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $262,135
88.5%
Compensation of Officers* $36,345
12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,954,225
Total Liabilities $0
Net Assets $2,954,225

Document Links

990-PF

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

PDF

Fiscal Year Ending Oct.
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

Fiscal Year Ending Oct.
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

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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About Nonprofit Explorer

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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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