Agreement Establishing Lee Family Foundation Tr
- Assets
- $2.7m
- Revenue
- $1.9m
- Investments
- $2.7m
- Employees
- 0
- Location
- Jamestown, RI
- Founding
- Data as of
- 12/2023
- EIN
- 87-6428064
Organization Overview
Agreement Establishing Lee Family Foundation Tr is located in Jamestown, RI. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Agreement Establishing Lee Family Foundation 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 12/2023, Agreement Establishing Lee Family Foundation Tr generated $1.9m in total revenue. All expenses for the organization totaled $235.4k during the year ending 12/2023.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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PDF Copies of 990 Filings
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,900,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $48,846 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$1,772 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,947,074 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $12,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,972 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $15,381 |
| Total operating and administrative expenses | $35,353 |
| Contributions, gifts, grants paid | $200,000 |
| Total expenses and disbursements | $235,353 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $14,323 |
| Savings and temporary cash investments | $0 |
| 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 | $1,202,420 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,693,595 |
| 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 |