Robert E Lee Testamentary Tr 9559079410

Chicago, IL
Tax-exempt since Aug. 1998
EIN: 39-6642632

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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)

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 Feb.
2023

Revenue

-$412

Expenses

$200,466

Net Income

-$200,878

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,407
Sales of Assets	-$2,819
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,928	99.7%
Compensation of Officers*	$995	0.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$995	$0

990-PF

Filed on July 6, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2022

Revenue

$21,963

Expenses

$10,271

Net Income

$11,692

Net Assets

$200,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,675	25.8%
Sales of Assets	$16,288	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,958	97.0%
Compensation of Officers*	$1,269	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$200,880
Total Liabilities	$0
Net Assets	$200,880

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$1,269	$0

990-PF

Filed on July 11, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2021

Revenue

$14,073

Expenses

$9,901

Net Income

$4,172

Net Assets

$189,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,508	24.9%
Sales of Assets	$10,565	75.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,695	97.9%
Compensation of Officers*	$1,135	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$189,187
Total Liabilities	$1
Net Assets	$189,186

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase (Trustee)	$1,135	$0

990-PF

Filed on June 4, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2020

Revenue

$8,351

Expenses

$9,959

Net Income

-$1,608

Net Assets

$185,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,098	49.1%
Sales of Assets	$4,253	50.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,756	98.0%
Compensation of Officers*	$1,149	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$185,015
Total Liabilities	$1
Net Assets	$185,014

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase (Trustee)	$1,149	$0

990-PF

Filed on June 24, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2019

Revenue

$11,754

Expenses

$11,117

Net Income

$637

Net Assets

$186,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,809	32.4%
Sales of Assets	$7,945	67.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,383	84.4%
Compensation of Officers*	$2,120	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$186,623
Total Liabilities	$0
Net Assets	$186,623

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase (Trustee)	$2,120	$0

990-PF

Filed on June 7, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2018

Revenue

$13,616

Expenses

$11,265

Net Income

$2,351

Net Assets

$185,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,793	27.9%
Sales of Assets	$9,823	72.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,577	85.0%
Compensation of Officers*	$2,748	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$185,985
Total Liabilities	$0
Net Assets	$185,985

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$2,748	$0

990-PF

Filed on July 11, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2017

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

990-PF

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

PDF

Fiscal Year Ending Feb.
2016

Revenue

$9,782

Expenses

$12,845

Net Income

-$3,063

Net Assets

$192,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,450	55.7%
Sales of Assets	$4,232	43.3%
Other Income	$100	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,951	85.3%
Compensation of Officers*	$2,790	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$192,052
Total Liabilities	$0
Net Assets	$192,052

990-PF

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

PDF

Fiscal Year Ending Feb.
2015

Revenue

$13,890

Expenses

$12,916

Net Income

$974

Net Assets

$195,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,011	28.9%
Sales of Assets	$9,879	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,561	81.8%
Compensation of Officers*	$2,885	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$195,115
Total Liabilities	$0
Net Assets	$195,115

990-PF

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

PDF

Fiscal Year Ending Feb.
2014

Revenue

$11,051

Expenses

$12,471

Net Income

-$1,420

Net Assets

$194,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,448	40.2%
Sales of Assets	$6,603	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,266	82.3%
Compensation of Officers*	$2,868	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$194,141
Total Liabilities	$0
Net Assets	$194,141

990-PF

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

PDF

Fiscal Year Ending Feb.
2013

Revenue

$3,239

Expenses

$11,876

Net Income

-$8,637

Net Assets

$195,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,521	77.8%
Sales of Assets	$718	22.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,656	81.3%
Compensation of Officers*	$2,852	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$195,563
Total Liabilities	$0
Net Assets	$195,563

990-PF

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

PDF

Fiscal Year Ending Feb.
2012

Revenue

$9,964

Expenses

$12,892

Net Income

-$2,928

Net Assets

$204,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$6,086	61.1%
Sales of Assets	$3,876	38.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,750	83.4%
Compensation of Officers*	$2,847	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$204,199
Total Liabilities	$1
Net Assets	$204,198

990

Primary tax return for a nonprofit’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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Updated April 20, 2026

Robert E Lee Testamentary Tr 9559079410

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2011

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2009

No Extracted Financial Data

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
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Fiscal Year Ending Feb.
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