John M & Janie R Lee Charitable Tr
- Assets
- $3.9m
- Revenue
- $123.6k
- Investments
- $3.6m
- Employees
- 0
- Location
- Orlando, FL
- Founding
- 05/2000
- Data as of
- 03/2022
- EIN
- 62-6364522
Organization Overview
John M & Janie R Lee Charitable Tr is located in Orlando, FL. The organization was established in 2000. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. John M & Janie R Lee Charitable Tr 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 03/2022, John M & Janie R Lee Charitable Tr generated $123.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (10.6%) each year. All expenses for the organization totaled $313.0k during the year ending 03/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $137,410 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$13,860 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $123,550 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $27,189 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $6,738 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $24 |
| Total operating and administrative expenses | $66,566 |
| Contributions, gifts, grants paid | $246,452 |
| Total expenses and disbursements | $313,018 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $343,525 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $101,730 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,947,169 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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