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Elias Genevieve & Georgianna Atol Char Tr

Frank Lee 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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$573k (2025)

Expenses
$1.35M (2025)

Total Assets
$14M (2025)

Total Liabilities
$1.27M (2025)

Years with missing data
Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$572,664
Expenses
$1,345,567
Net Income
-$772,903
Net Assets
$12,690,073
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $251,495
43.9%
Sales of Assets $338,073
59.0%
Other Income -$16,904
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,221,025
90.7%
Compensation of Officers* $100,000
7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $13,957,646
Total Liabilities $1,267,573
Net Assets $12,690,073
Compensation
Key Employees and Officers Compensation Other
Frank Lee Cpa (Trustee) $50,000 $0
Kerri Lee Od (Trustee) $50,000 $0
Rachel S Cohen (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$543,451
Expenses
$1,229,918
Net Income
-$1,773,369
Net Assets
$13,462,976
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $313,491
Sales of Assets -$879,332
Other Income $22,390
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,061,200
86.3%
Compensation of Officers* $100,000
8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $14,378,107
Total Liabilities $915,131
Net Assets $13,462,976
Compensation
Key Employees and Officers Compensation Other
Frank Lee Cpa (Trustee) $50,000 $0
Kerri Lee Od (Trustee) $50,000 $0
Rachel S Cohen (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,803,874
Expenses
$1,341,878
Net Income
$461,996
Net Assets
$15,236,345
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $313,691
17.4%
Sales of Assets $1,440,465
79.9%
Other Income $49,718
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,211,100
90.3%
Compensation of Officers* $100,000
7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $15,529,836
Total Liabilities $293,491
Net Assets $15,236,345
Compensation
Key Employees and Officers Compensation Other
Frank Lee Cpa (Trustee) $50,000 $0
Kerri Lee Od (Trustee) $50,000 $0
Rachel S Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$952,157
Expenses
$902,020
Net Income
$50,137
Net Assets
$14,774,349
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $301,646
31.7%
Sales of Assets $581,435
61.1%
Other Income $69,076
7.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $786,000
87.1%
Compensation of Officers* $100,000
11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,708,545
Total Liabilities $1,934,196
Net Assets $14,774,349
Compensation
Key Employees and Officers Compensation Other
Frank Lee Cpa (Trustee) $50,000 $0
Kerri Lee Od (Trustee) $50,000 $0
Rachel S Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,843,552
Expenses
$901,251
Net Income
-$2,744,803
Net Assets
$14,724,212
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $309,208
Sales of Assets $0
Other Income $3,950
Notable Expenses Percent of Total Expenses
Charitable Disbursements $780,018
86.5%
Compensation of Officers* $100,000
11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $16,304,812
Total Liabilities $1,580,600
Net Assets $14,724,212
Compensation
Key Employees and Officers Compensation Other
Frank Lee Cpa (Trustee) $50,000 $0
Kerri Lee Od (Trustee) $50,000 $0
Rachel S Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$66,427
Expenses
$1,030,762
Net Income
-$1,097,189
Net Assets
$17,469,015
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $350,969
Sales of Assets $0
Other Income $24,810
Notable Expenses Percent of Total Expenses
Charitable Disbursements $933,060
90.5%
Compensation of Officers* $100,000
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $17,614,764
Total Liabilities $145,749
Net Assets $17,469,015
Compensation
Key Employees and Officers Compensation Other
Frank Lee Cpa (Trustee) $50,000 $0
Kerri Lee Od (Trustee) $50,000 $0
Rachel S Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$555,696
Expenses
$685,139
Net Income
-$129,443
Net Assets
$18,566,204
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $358,614
64.5%
Sales of Assets $181,877
32.7%
Other Income $15,205
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $608,585
88.8%
Compensation of Officers* $100,000
14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,566,204
Total Liabilities $0
Net Assets $18,566,204
Compensation
Key Employees and Officers Compensation Other
Frank Lee Cpa (Trustee) $50,000 $0
Kerri Lee Od (Trustee) $50,000 $0
Rachel S Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$934,383
Expenses
$734,425
Net Income
$199,958
Net Assets
$18,695,647
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $98
0.0%
Dividends $354,034
37.9%
Sales of Assets $581,882
62.3%
Other Income -$1,631
Notable Expenses Percent of Total Expenses
Charitable Disbursements $585,860
79.8%
Compensation of Officers* $100,000
13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,700,176
Total Liabilities $4,529
Net Assets $18,695,647
Compensation
Key Employees and Officers Compensation Other
Frank Lee Cpa (Trustee) $50,000 $0
Kerri Lee Od (Trustee) $50,000 $0
Rachel S Lee (Trustee) $0 $0

Document Links

Fiscal Year Ending June
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

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$150,684
Expenses
$668,370
Net Income
-$517,686
Net Assets
$18,089,402
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $325,665
> 100%
Sales of Assets $0
Other Income -$32,044
Notable Expenses Percent of Total Expenses
Charitable Disbursements $595,160
89.0%
Compensation of Officers* $100,000
15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,089,402
Total Liabilities $0
Net Assets $18,089,402

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,050,141
Expenses
$683,656
Net Income
$366,485
Net Assets
$18,607,088
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2
0.0%
Dividends $363,626
34.6%
Sales of Assets $720,759
68.6%
Other Income -$34,246
Notable Expenses Percent of Total Expenses
Charitable Disbursements $619,916
90.7%
Compensation of Officers* $100,000
14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,607,088
Total Liabilities $0
Net Assets $18,607,088

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$500,540
Expenses
$612,853
Net Income
-$112,313
Net Assets
$18,240,603
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $154
0.0%
Dividends $382,901
76.5%
Sales of Assets $166,841
33.3%
Other Income -$49,356
Notable Expenses Percent of Total Expenses
Charitable Disbursements $555,060
90.6%
Compensation of Officers* $100,000
16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,240,603
Total Liabilities $0
Net Assets $18,240,603

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$165,095
Expenses
$763,825
Net Income
-$598,730
Net Assets
$18,352,916
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $868
0.5%
Dividends $375,789
> 100%
Sales of Assets $0
Other Income -$55,633
Notable Expenses Percent of Total Expenses
Charitable Disbursements $707,535
92.6%
Compensation of Officers* $100,000
13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,352,916
Total Liabilities $0
Net Assets $18,352,916

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$76,174
Expenses
$776,547
Net Income
-$700,373
Net Assets
$18,951,646
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $355
0.5%
Dividends $344,881
> 100%
Sales of Assets $0
Other Income -$38,882
Notable Expenses Percent of Total Expenses
Charitable Disbursements $720,085
92.7%
Compensation of Officers* $100,000
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 $18,951,646
Total Liabilities $0
Net Assets $18,951,646

Document Links

Fiscal Year Ending June
2011

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 June
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 June
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 June
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

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 »

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