John M & Janie R Lee Charitable Tr
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 / Named Trusts/Foundations N.E.C. (NTEE)
Donations to this organization are tax deductible.
Summary charts: organization finances over time
Revenue $171k (2025)
Expenses $347k (2025)
Total Assets $3.7M (2025)
Total Liabilities $0 (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 March
2025
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $166,884 |
97.5%
|
| Sales of Assets | $4,356 |
2.5%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $297,409 |
85.6%
|
| Compensation of Officers* | $28,844 |
8.3%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,704,369 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Truist Bank (Trustee) | $28,844 | $0 |
Document Links
990-PF
Filed on June 25, 2025Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2024
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $161,366 |
61.4%
|
| Sales of Assets | $101,416 |
38.6%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $282,318 |
85.4%
|
| Compensation of Officers* | $26,427 |
8.0%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,881,294 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Truist Bank (Trustee) | $26,427 | $0 |
Document Links
990-PF
Filed on June 27, 2024Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2023
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $152,711 |
43.0%
|
| Sales of Assets | $202,249 |
57.0%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $416,117 |
90.3%
|
| Compensation of Officers* | $25,651 |
5.6%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,943,337 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Truist Bank (Trustee) | $25,651 | $0 |
Document Links
990-PF
Filed on Aug. 4, 2023Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2022
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $137,410 |
> 100%
|
| Sales of Assets | -$13,860 | |
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $262,547 |
83.9%
|
| Compensation of Officers* | $27,189 |
8.7%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,947,169 | |
| Total Liabilities | $0 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Truist Bank (Trustee) | $27,189 | $0 |
Document Links
990-PF
Filed on June 7, 2022Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2021
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $148,018 |
26.6%
|
| Sales of Assets | $409,186 |
73.4%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $266,936 |
86.0%
|
| Compensation of Officers* | $23,940 |
7.7%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $4,141,257 | |
| Total Liabilities | $1 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Truist Bank Fka Suntrust Bank (Trustee) | $23,940 | $0 |
Document Links
990-PF
Filed on July 13, 2021Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2020
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $173,435 |
> 100%
|
| Sales of Assets | $0 | |
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $265,216 |
86.6%
|
| Compensation of Officers* | $24,399 |
8.0%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $3,894,140 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2019
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2018
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2016
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $158,372 |
27.5%
|
| Sales of Assets | $418,074 |
72.5%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $375,309 |
89.6%
|
| Compensation of Officers* | $23,831 |
5.7%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $4,297,106 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2015
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $161,200 |
83.5%
|
| Sales of Assets | $31,915 |
16.5%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $166,682 |
78.0%
|
| Compensation of Officers* | $25,173 |
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 | $4,139,725 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2014
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $179,481 |
52.0%
|
| Sales of Assets | $166,000 |
48.0%
|
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $276,679 |
85.7%
|
| Compensation of Officers* | $32,536 |
10.1%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $4,160,339 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2013
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $136,293 |
> 100%
|
| Sales of Assets | $0 | |
| Other Income | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $260,088 |
82.7%
|
| Compensation of Officers* | $28,878 |
9.2%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $4,137,531 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
2012
Extracted Financial Data
Extracted Financial Data from Form 990-PF
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $111,766 | |
| Sales of Assets | $0 | |
| Other Income | $53 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursements | $249,756 |
82.7%
|
| Compensation of Officers* | $24,784 |
8.2%
|
| * Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $4,405,836 | |
| Total Liabilities | $0 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
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
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending March
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
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending March
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
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending March
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
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending March
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
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending March
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
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending March
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
990
Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending March
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
990
Primary tax return for a nonprofit’s activities, finances, and governance
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