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Lee Family Foundation Tr

Lee Steven J Ttee

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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$112k (2023)

Expenses
$45.1k (2023)

Total Assets
$1.41M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$112,215
Expenses
$45,132
Net Income
$67,083
Net Assets
$1,408,040
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,637
1.5%
Dividends $42,032
37.5%
Sales of Assets $68,546
61.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,250
78.1%
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 $1,408,040
Total Liabilities $0
Net Assets $1,408,040
Compensation
Key Employees and Officers Compensation Other
Steven J Lee (President) $0 $0
Karen A Lee (Trustee) $0 $0
Justin S Lee (Trustee) $0 $0
Megan A Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$98,602
Expenses
$42,795
Net Income
$55,807
Net Assets
$1,343,805
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $41,079
41.7%
Sales of Assets $57,523
58.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,025
77.2%
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 $1,343,805
Total Liabilities $0
Net Assets $1,343,805
Compensation
Key Employees and Officers Compensation Other
Steven J Lee (President) $0 $0
Karen A Lee (Trustee) $0 $0
Justin S Lee (Trustee) $0 $0
Megan A Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,689
Expenses
$73,247
Net Income
$11,442
Net Assets
$1,288,373
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,789
43.4%
Sales of Assets $47,900
56.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,438
86.6%
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 $1,288,373
Total Liabilities $0
Net Assets $1,288,373
Compensation
Key Employees and Officers Compensation Other
Steven J Lee (President) $0 $0
Karen A Lee (Trustee) $0 $0
Justin S Lee (Trustee) $0 $0
Megan A Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$124,011
Expenses
$36,654
Net Income
$87,357
Net Assets
$1,277,244
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $34,632
27.9%
Sales of Assets $89,379
72.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,360
77.4%
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 $1,277,245
Total Liabilities $1
Net Assets $1,277,244
Compensation
Key Employees and Officers Compensation Other
Steven J Lee (President) $0 $0
Karen A Lee (Trustee) $0 $0
Justin S Lee (Trustee) $0 $0
Megan A Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$112,197
Expenses
$45,513
Net Income
$66,684
Net Assets
$1,189,887
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $35,212
31.4%
Sales of Assets $76,985
68.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,355
77.7%
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 $1,189,888
Total Liabilities $1
Net Assets $1,189,887
Compensation
Key Employees and Officers Compensation Other
Steven J Lee (President) $0 $0
Karen A Lee (Trustee) $0 $0
Justin S Lee (Trustee) $0 $0
Megan A Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,920
Expenses
$32,232
Net Income
$20,688
Net Assets
$1,123,204
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $29
0.1%
Dividends $32,488
61.4%
Sales of Assets $20,403
38.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $21,000
65.2%
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 $1,123,204
Total Liabilities $0
Net Assets $1,123,204
Compensation
Key Employees and Officers Compensation Other
Steven J Lee (President) $0 $0
Karen A Lee (Trustee) $0 $0
Justin S Lee (Trustee) $0 $0
Megan A Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,684
Expenses
$27,336
Net Income
$20,348
Net Assets
$1,102,842
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,893
62.7%
Sales of Assets $17,791
37.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,015
62.2%
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 $1,102,842
Total Liabilities $0
Net Assets $1,102,842
Compensation
Key Employees and Officers Compensation Other
Steven J Lee (President) $0 $0
Karen A Lee (Trustee) $0 $0
Justin S Lee (Trustee) $0 $0
Megan A Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,570
Expenses
$70,494
Net Income
-$3,924
Net Assets
$1,084,822
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $36
0.1%
Dividends $25,796
38.8%
Sales of Assets $40,738
61.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $60,360
85.6%
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 $1,084,822
Total Liabilities $0
Net Assets $1,084,822
Compensation
Key Employees and Officers Compensation Other
Steven J Lee (President) $0 $0
Karen A Lee (Trustee) $0 $0
Justin S Lee (Trustee) $0 $0
Megan A Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$136,527
Expenses
$77,481
Net Income
$59,046
Net Assets
$1,090,260
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,000
36.6%
Interest Revenue $4
0.0%
Dividends $28,874
21.1%
Sales of Assets $57,649
42.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,560
85.9%
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 $1,090,260
Total Liabilities $0
Net Assets $1,090,260
Compensation
Key Employees and Officers Compensation Other
Steven J Lee (President) $0 $0
Karen A Lee (Trustee) $0 $0
Justin S Lee (Trustee) $0 $0
Megan A Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$85,879
Expenses
$122,130
Net Income
-$36,251
Net Assets
$1,032,728
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $29,305
34.1%
Sales of Assets $56,574
65.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $111,935
91.7%
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 $1,032,728
Total Liabilities $0
Net Assets $1,032,728
Compensation
Key Employees and Officers Compensation Other
Steven J Lee (Trustee) $0 $0
Karen A Lee (Trustee) $0 $0
Justin S Lee (Trustee) $0 $0
Megan A Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$216,436
Expenses
$222,556
Net Income
-$6,120
Net Assets
$1,070,086
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $100,000
46.2%
Interest Revenue $0
Dividends $28,170
13.0%
Sales of Assets $88,266
40.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $216,814
97.4%
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 $1,070,086
Total Liabilities $0
Net Assets $1,070,086
Compensation
Key Employees and Officers Compensation Other
Steven J Lee (Trustee) $0 $0
Karen A Lee (Trustee) $0 $0
Justin S Lee (Trustee) $0 $0
Megan A Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$203,572
Expenses
$50,180
Net Income
$153,392
Net Assets
$1,080,191
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $25,489
12.5%
Sales of Assets $178,083
87.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,261
90.2%
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 $1,080,191
Total Liabilities $0
Net Assets $1,080,191

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,614
Expenses
$53,472
Net Income
-$14,858
Net Assets
$927,322
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $36,171
93.7%
Sales of Assets $2,443
6.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,632
83.5%
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 $927,322
Total Liabilities $0
Net Assets $927,322

Document Links

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

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

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

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

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

Fiscal Year Ending Dec.
2005

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

Fiscal Year Ending Dec.
2004

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

Fiscal Year Ending Dec.
2003

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

Fiscal Year Ending Dec.
2002

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

Fiscal Year Ending Dec.
2001

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

About 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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