Lee Foundation

Davenport, IA
Tax-exempt since Nov. 1963
EIN: 42-6057173

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.

Donations to this organization are tax deductible.

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 Sept.
2024

Revenue

$81,167

Expenses

$81,924

Net Income

-$757

Net Assets

$514,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$61,681	76.0%
Interest Revenue	$0
Dividends	$24,210	29.8%
Sales of Assets	-$4,724
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,924	81.7%
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	$514,454
Total Liabilities	$0
Net Assets	$514,454

Compensation

Key Employees and Officers	Compensation	Other
Kevin D Mowbray (President)	$0	$0
Nathan A Bekke (Vice President)	$0	$0
Timothy R Millage (Treasurer)	$0	$0
Astrid Garcia (Director)	$0	$0

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990-PF

Filed on Aug. 11, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2023

Revenue

-$1,258

Expenses

$137,479

Net Income

-$138,737

Net Assets

$482,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,068
Sales of Assets	-$25,326
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,479	89.1%
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	$482,244
Total Liabilities	$0
Net Assets	$482,244

Compensation

Key Employees and Officers	Compensation	Other
Kevin D Mowbray (President)	$0	$0
Nathan A Bekke (Vice President)	$0	$0
Timothy R Millage (Treasurer)	$0	$0
Astrid Garcia (Director)	$0	$0

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990-PF

Filed on Aug. 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2022

Revenue

$80,237

Expenses

$160,636

Net Income

-$80,399

Net Assets

$602,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$57,850	72.1%
Interest Revenue	$0
Dividends	$19,113	23.8%
Sales of Assets	$3,274	4.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,386	88.6%
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	$602,004
Total Liabilities	$0
Net Assets	$602,004

Compensation

Key Employees and Officers	Compensation	Other
Kevin D Mowbray (President)	$0	$0
Nathan A Bekke (Vice President)	$0	$0
Timothy R Millage (Treasurer)	$0	$0
Astrid Garcia (Director)	$0	$0

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990-PF

Filed on Aug. 14, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$99,881

Expenses

$127,931

Net Income

-$28,050

Net Assets

$799,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$58,036	58.1%
Interest Revenue	$0
Dividends	$27,812	27.8%
Sales of Assets	$14,033	14.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,181	85.3%
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	$799,691
Total Liabilities	$0
Net Assets	$799,691

Compensation

Key Employees and Officers	Compensation	Other
Kevin D Mowbray (President)	$0	$0
Nathan A Bekke (Vice President)	$0	$0
Timothy R Millage (Treasurer)	$0	$0
Astrid Garcia (Director)	$0	$0

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990-PF

Filed on Aug. 8, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2020

Revenue

$82,878

Expenses

$152,259

Net Income

-$69,381

Net Assets

$845,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$49,550	59.8%
Interest Revenue	$0
Dividends	$29,174	35.2%
Sales of Assets	$4,154	5.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,301	96.7%
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	$847,693
Total Liabilities	$2,000
Net Assets	$845,693

Compensation

Key Employees and Officers	Compensation	Other
Mary E Junck (President)	$0	$0
Kevin D Mowbray (Vice President)	$0	$0
James A Green (Vice President)	$0	$0
Timothy R Millage (Treasurer)	$0	$0
Astrid Garcia (Director)	$0	$0

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990-PF

Filed on Aug. 11, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$16,919

Expenses

$540,132

Net Income

-$523,213

Net Assets

$836,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,350	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$520,719	96.4%
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	$969,229
Total Liabilities	$132,985
Net Assets	$836,244

Compensation

Key Employees and Officers	Compensation	Other
Mary E Junck (President And Director)	$0	$0
Kevin D Mowbray (Vice Pres And Director)	$0	$0
James A Green (Vice Pres And Director)	$0	$0
Timothy R Millage (Secretary And Treasurer)	$0	$0
Astrid Garcia (Director)	$0	$0

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990-PF

Filed on April 24, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

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 Sept.
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 Sept.
2016

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 Sept.
2015

Revenue

$474,093

Expenses

$741,624

Net Income

-$267,531

Net Assets

$2,892,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,246	9.3%
Sales of Assets	$429,468	90.6%
Other Income	$379	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$733,740	98.9%
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	$2,927,625
Total Liabilities	$35,299
Net Assets	$2,892,326

990-PF

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

PDF

Fiscal Year Ending Sept.
2014

Revenue

$268,988

Expenses

$759,473

Net Income

-$490,485

Net Assets

$3,680,722

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$80,369	29.9%
Sales of Assets	$186,119	69.2%
Other Income	$2,500	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$749,036	98.6%
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	$3,759,199
Total Liabilities	$78,477
Net Assets	$3,680,722

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$175,916

Expenses

$868,169

Net Income

-$692,253

Net Assets

$4,162,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$108,202	61.5%
Sales of Assets	$67,714	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$856,484	98.7%
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	$4,162,999
Total Liabilities	$0
Net Assets	$4,162,999

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2012

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 Sept.
2012

Revenue

$179,709

Expenses

$589,054

Net Income

-$409,345

Net Assets

$4,505,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,825	67.2%
Sales of Assets	$60,883	33.9%
Other Income	-$1,999

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$575,723	97.7%
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	$4,519,154
Total Liabilities	$13,500
Net Assets	$4,505,654

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$145,729

Expenses

$411,877

Net Income

-$266,148

Net Assets

$4,914,999

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$120,937	83.0%
Sales of Assets	$24,779	17.0%
Other Income	$13	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$404,475	98.2%
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	$4,914,999
Total Liabilities	$0
Net Assets	$4,914,999

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.

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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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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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.
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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

Lee Foundation

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending Dec. 2012

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001