Society Of The Lees Of Virginia
- Assets
- $694.3k
- Revenue
- $10.1k
- Investments
- $0.0
- Employees
- 0
- Location
- Los Angeles, CA
- Founding
- 06/1971
- Data as of
- 12/2021
- EIN
- 23-7115411
Organization Overview
Society Of The Lees Of Virginia is located in Los Angeles, CA. The organization was established in 1971. According to its NTEE Classification (A82) the organization is classified as: Historical Societies & Historic Preservation, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Society Of The Lees Of Virginia is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Society Of The Lees Of Virginia generated $10.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (20.4%) each year. All expenses for the organization totaled $64.4k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Society Of The Lees Of Virginia has awarded 28 individual grants totaling $199,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE KNOWLEDGE OF THE PATRIOTIC SERVICES OF THE LEE FAMILY OF VIRGINIA TO THE UNITED STATES; TO PRESERVE AND RESTORE FAMILY HISTORIC SITES; TO MAINTAIN AND IMPROVE HOUSES,BUILDINGS AND CEMETERIES CONNECTED WITH FAMILY HISTORY; TO DISBURSE AND LEND ITS FUNDS FOR SCHOLARSHIPS AND EDUCATIONAL PURPOSES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
MAINTENANCE AND REPAIR OF FAMILY CEMETERIES.
RESTORATION AND PRESERVATION OF FAMILY HISTORIC HOUSES.
IMPARTING FAMILY HISTORICAL RESEARCH TO MEMBERS IN THE FORM OF WRITTEN AND ORAL REPORTS.
VIRGINIA HISTORICAL TRUST - PRESERVATION FUND
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
John Page President | OfficerTrustee | 2 | $0 |
Roberta Culver Treasurer | OfficerTrustee | 2 | $0 |
Kenneth R Lee Corp Secretary | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $300 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $3,351 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,651 |
| Total Program Service Revenue | $0 |
| Investment income | $6,400 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $10,051 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $53,844 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $5,348 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $1,773 |
| All other expenses | $3,465 |
| Total functional expenses | $64,430 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $694,291 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $694,291 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $44,393 |
| Total liabilities and net assets/fund balances | $694,291 |
Grants Awarded
Over the last fiscal year, Society Of The Lees Of Virginia has awarded $47,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
STRATFORD HALL PURPOSE: GENERAL CHARITABLE PURPOSES | $35,000 |
LEE FENDALL HOUSE PURPOSE: GENERAL CHARITABLE PURPOSESGENERAL CHARITABLE PURPOSES | $12,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Filoli Center Woodside, CA | $25,536,430 | $12,805,929 |
Ebell Of Los Angeles A Corp Los Angeles, CA | $0 | $4,120,329 |
Arizona Historical Society Tucson, AZ | $4,905,511 | $5,450,544 |
Balboa Park Conservancy San Diego, CA | $0 | $0 |
Pioneer Courthouse Square Of Portland Inc Portland, OR | $2,433,302 | $2,453,569 |
California Historical Society San Francisco, CA | $4,682,304 | $1,015,761 |
San Mateo County Historical Association Redwood City, CA | $17,041,726 | $2,189,539 |
San Diego Historical Society San Diego, CA | $5,956,806 | $1,548,156 |
Santa Barbara Historical Museum Santa Barbara, CA | $11,048,211 | $1,546,553 |
La Jolla Historical Society La Jolla, CA | $4,824,303 | $1,847,731 |
Gay Lesbian Bisexual Transgender Historical Society San Francisco, CA | $850,305 | $1,392,606 |
Maricopa County Historical Society Wickenburg, AZ | $19,800,198 | $1,675,075 |