William E & Mary C Lee Trust The Garen William Lee Memorial Fund

Smith Center, KS
Tax-exempt since March 2007
EIN: 34-2027326

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Type of Nonprofit

Designated as a 501(c)(3) 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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$6.07k (2024)

Expenses

$8.08k (2024)

Total Assets

$106k (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 Nov.
2024

Revenue

$6,066

Expenses

$8,079

Net Income

-$2,013

Net Assets

$106,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,698	44.5%
Dividends	$2,576	42.5%
Sales of Assets	$792	13.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,863	84.9%
Compensation of Officers*	$1,238	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$106,495
Total Liabilities	$0
Net Assets	$106,495

Compensation

Key Employees and Officers	Compensation	Other
The Peoples Bank (Trustee)	$1,238	$0

990-PF

Filed on March 8, 2025

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

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Fiscal Year Ending Nov.
2023

Revenue

$4,517

Expenses

$7,781

Net Income

-$3,264

Net Assets

$108,508

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,380	52.7%
Dividends	$2,678	59.3%
Sales of Assets	-$541
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,781	87.1%
Compensation of Officers*	$1,014	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$108,508
Total Liabilities	$0
Net Assets	$108,508

Compensation

Key Employees and Officers	Compensation	Other
The Peoples Bank (Trustee)	$1,014	$0

990-PF

Filed on Dec. 20, 2023

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

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Fiscal Year Ending Nov.
2022

Revenue

$164

Expenses

$8,795

Net Income

-$8,631

Net Assets

$111,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,045	> 100%
Dividends	$2,989	> 100%
Sales of Assets	-$3,870
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,761	88.2%
Compensation of Officers*	$923	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	$111,772
Total Liabilities	$0
Net Assets	$111,772

Compensation

Key Employees and Officers	Compensation	Other
The Peoples Bank (Trustee)	$923	$0

990-PF

Filed on Feb. 7, 2023

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

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Fiscal Year Ending Nov.
2021

Revenue

$12,634

Expenses

$8,424

Net Income

$4,210

Net Assets

$120,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,994	15.8%
Dividends	$2,803	22.2%
Sales of Assets	$7,837	62.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,276	86.4%
Compensation of Officers*	$1,139	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	$120,403
Total Liabilities	$0
Net Assets	$120,403

Compensation

Key Employees and Officers	Compensation	Other
The Peoples Bank (Trustee)	$1,139	$0

990-PF

Filed on Feb. 1, 2022

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

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XML

Fiscal Year Ending Nov.
2020

Revenue

$5,060

Expenses

$8,330

Net Income

-$3,270

Net Assets

$116,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,797	55.3%
Dividends	$2,036	40.2%
Sales of Assets	$227	4.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,176	86.1%
Compensation of Officers*	$1,080	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$116,193
Total Liabilities	$1
Net Assets	$116,192

Compensation

Key Employees and Officers	Compensation	Other
The Peoples Bank (Trustee)	$1,080	$0

990-PF

Filed on Jan. 12, 2021

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

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Fiscal Year Ending Nov.
2019

Revenue

$7,710

Expenses

$8,215

Net Income

-$505

Net Assets

$119,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,443	44.7%
Dividends	$1,833	23.8%
Sales of Assets	$2,434	31.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,016	85.4%
Compensation of Officers*	$1,063	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$119,463
Total Liabilities	$1
Net Assets	$119,462

Compensation

Key Employees and Officers	Compensation	Other
The Peoples Bank (Trustee)	$1,063	$0

990-PF

Filed on March 2, 2020

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

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Fiscal Year Ending Nov.
2018

Revenue

$11,028

Expenses

$8,081

Net Income

$2,947

Net Assets

$119,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,270	29.7%
Dividends	$1,667	15.1%
Sales of Assets	$6,091	55.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,974	86.3%
Compensation of Officers*	$1,037	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$119,968
Total Liabilities	$0
Net Assets	$119,968

Compensation

Key Employees and Officers	Compensation	Other
The Peoples Bank (Trustee)	$1,037	$0

990-PF

Filed on April 9, 2019

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

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Fiscal Year Ending Nov.
2017

Revenue

$7,664

Expenses

$7,886

Net Income

-$222

Net Assets

$117,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,571	46.6%
Dividends	$1,404	18.3%
Sales of Assets	$2,689	35.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,881	87.3%
Compensation of Officers*	$1,020	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$117,021
Total Liabilities	$0
Net Assets	$117,021

Compensation

Key Employees and Officers	Compensation	Other
The Peoples Bank (Trustee)	$1,020	$0

990-PF

Filed on April 19, 2018

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

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Fiscal Year Ending Nov.
2016

Revenue

$3,635

Expenses

$8,055

Net Income

-$4,420

Net Assets

$117,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,279	> 100%
Dividends	$1,358	37.4%
Sales of Assets	-$2,026
Other Income	$24	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,036	87.3%
Compensation of Officers*	$1,036	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$117,246
Total Liabilities	$0
Net Assets	$117,246

Compensation

Key Employees and Officers	Compensation	Other
The Peoples Bank (Trustee)	$1,036	$0

990-PF

Filed on April 17, 2017

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

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Fiscal Year Ending Nov.
2015

Revenue

$5,956

Expenses

$8,056

Net Income

-$2,100

Net Assets

$121,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,788	63.6%
Dividends	$1,493	25.1%
Sales of Assets	$675	11.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,041	87.4%
Compensation of Officers*	$1,034	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$121,665
Total Liabilities	$0
Net Assets	$121,665

Compensation

Key Employees and Officers	Compensation	Other
The Peoples Bank (Trustee)	$1,034	$0

990-PF

Filed on April 1, 2016

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

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Fiscal Year Ending Nov.
2014

Revenue

$5,371

Expenses

$7,944

Net Income

-$2,573

Net Assets

$123,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,257	60.6%
Dividends	$1,957	36.4%
Sales of Assets	$157	2.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,921	87.1%
Compensation of Officers*	$1,034	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$123,950
Total Liabilities	$0
Net Assets	$123,950

Compensation

Key Employees and Officers	Compensation	Other
The Peoples Bank (Trustee)	$1,034	$0

990-PF

Filed on April 15, 2015

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

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Fiscal Year Ending Nov.
2013

Revenue

$6,201

Expenses

$7,904

Net Income

-$1,703

Net Assets

$126,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,674	59.2%
Dividends	$2,164	34.9%
Sales of Assets	$363	5.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,948	87.9%
Compensation of Officers*	$960	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$126,523
Total Liabilities	$1
Net Assets	$126,522

990-PF

Filed on May 27, 2014

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

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Fiscal Year Ending Nov.
2012

Revenue

$5,948

Expenses

$7,623

Net Income

-$1,675

Net Assets

$128,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,084	68.7%
Dividends	$1,937	32.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,709	88.0%
Compensation of Officers*	$899	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$128,226
Total Liabilities	$1
Net Assets	$128,225

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$7,455

Expenses

$7,349

Net Income

$106

Net Assets

$129,900

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,118	68.7%
Dividends	$1,446	19.4%
Sales of Assets	$891	12.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,480	88.2%
Compensation of Officers*	$875	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	$129,901
Total Liabilities	$1
Net Assets	$129,900

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.

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Updated September 25, 2025

William E & Mary C Lee Trust The Garen William Lee Memorial Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $6.07k (2024)

Expenses $8.08k (2024)

Total Assets $106k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$6.07k (2024)

Expenses

$8.08k (2024)

Total Assets

$106k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005