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Nonprofit · EIN 20-5269657

JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH

Tax-exempt · SOUTHAMPTON, NY 11969

Financials

$584K$465K2022$675K$509K2023$702K$463K2024
Revenue Expenses · by fiscal year end
Financials of JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$702,405$462,710$239,695$4,055,400$8,000$4,047,400
October 31, 2024990$675,266$508,698$166,568$3,701,751$22,456$3,679,295
October 31, 2023990$584,458$465,494$118,964$3,001,999$6,701$2,995,298
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$472,925
Program service revenue
$0
Investment income
$229,480
Net gain from sales of assets
$22,227
Other revenue
$0

Expenses

Grants and similar amounts paid
$442,500
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$12,994
Program services (functional)
$442,500
Management and general (functional)
$20,210

Balance sheet and other

Total assets, start of year
$3,701,751
Total assets, end of year
$4,055,400
Total liabilities, end of year
$8,000
Net assets, end of year
$4,047,400
Publicly traded securities
$3,923,026
Net assets without donor restrictions
$4,047,400
Gross receipts
$1,534,827
Employees
0
Volunteers
5
Year formed
2006
State of legal domicile
DE

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL X MCBRIDEPRESIDENT
Trustee or director, Officer
1$0
WINSTON W HUTCHINSTREASURER/SECRETARY
Trustee or director, Officer
1$0
PAUL ELLWOODDIRECTOR
Trustee or director
1$0
JAMES B LEE IIIDIRECTOR
Trustee or director
1$0
RICHARD R PLUMDIRECTOR
Trustee or director
1$0
990 for the year ended October 31, 2024: 5 people
NameTitleHours / weekCompensation
MICHAEL X MCBRIDEPRESIDENT & DIRECTOR
Trustee or director, Officer
1$0
WINSTON W HUTCHINSSECRETARY/TREASURER & DIR.
Trustee or director, Officer
1$0
RICHARD R PLUMDIRECTOR
Trustee or director
1$0
JAMES B LEE IIIDIRECTOR
Trustee or director
1$0
PAUL ELLWOODDIRECTOR
Trustee or director
1$0
990 for the year ended October 31, 2023: 5 people
NameTitleHours / weekCompensation
MICHAEL X MCBRIDEPRESIDENT & DIRECTOR
Trustee or director, Officer
1$0
WINSTON W HUTCHINSSECRETARY/TREASURER & DIR.
Trustee or director, Officer
1$0
RICHARD R PLUMDIRECTOR
Trustee or director
1$0
JAMES B LEE IIIDIRECTOR
Trustee or director
1$0
PAUL ELLWOODDIRECTOR
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 1366, SOUTHAMPTON, NY 11969-1366
In care of
% JPMORGAN CHASE & CO
Mailing address (990-N for 2019)
35 Potunk Lane, Westhampton Beach NY 11978
Principal officer (990 for 2024)
MICHAEL X MCBRIDE, P O BOX 1366, SOUTHAMPTON, NY 119691366
Principal officer (990-N for 2019)
Mary Kathryn President, 35 Potunk Lane, Westhampton Beach NY 11978
Signed the 990
WINSTON W HUTCHINS, PRESIDENT
Phone
(631) 283-0410
Return prepared by
CONDON O'MEARA MCGINTY & DONNELLY LLP

Mission

TO FURTHER CHARITABLE AND EDUCATIONAL PURPOSES BY PROVIDING SCHOLARSHIPS TO INDIVIDUALS FOR STUDY AT A COLLEGE, UNIVERSITY, OR VOCATIONAL SCHOOL.

990 for the year ended October 31, 2025

Program accomplishments

  • PROVIDING SCHOLARSHIPS TO INDIVIDUALS FOR STUDY AT A COLLEGE, UNIVERSITY OR VOCATIONAL SCHOOL.
    Expenses $426,500 · grants $426,500
  • THE MCBRIDE HARDSHIP RELIEF FUND (THE "PROGRAM") IS A PROGRAM OF THE JAMES B. LEE, JR. SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH A. MCBRIDE (THE "FUND") AND HAS BEEN FORMED TO PROVIDE HARDSHIP GRANTS TO NEEDY INDIVIDUALS WHO REQUIRE FINANCIAL ASSISTANCE AS A RESULT OF SUDDEN OR OVERWHELMING HARDSHIP SITUATIONS BEYOND THEIR CONTROL.GRANTS MAY BE USED TO PAY FOR EXPENSES SUCH AS BASIC LIVING EXPENSES (E.G., RENT, MORTGAGE, ESSENTIAL UTILITIES, AND FOOD) AND MEDICAL EXPENSES, BUT ONLY TO THE EXTENT THAT SUCH EXPENSES ARE NOT COVERED BY INSURANCE OR BY FINANCIAL ASSISTANCE FROM OTHER NON-PROFIT ORGANIZATIONS OR GOVERNMENT AGENCIES.
    Expenses $16,000 · grants $16,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file

IRS record

EIN
20-5269657
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2006
Accounting year ends
October
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$4,055,400
Income (IRS master file)
$1,534,827

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$702,405$462,710$4,055,400XML
990October 2024$675,266$508,698$3,701,751XML
990October 2023$584,458$465,494$3,001,999XML
990October 2022$528,148$354,208$2,862,922IRS
990October 2021–––IRS
990-N for 2019
Officer: Mary Kathryn President
October 31, 2020≤ $50,000 receipts––e-Postcard
990October 2020–––IRS
990October 2019–––IRS
990October 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5269657).

Questions about JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH

What is the EIN of JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH?
The employer identification number (EIN) of JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH is 20-5269657.
Is JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended October 2025.
Who is the principal officer of JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH?
The 990 for the year ended October 31, 2025 names MICHAEL X MCBRIDE.
Who are the officers and directors of JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH?
The 990 for the year ended October 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does JAMES B LEE JR SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH have?
On its 990 for the year ended October 31, 2025 it reported revenue of $702,405, expenses of $462,710 and total assets of $4,055,400 at year end.

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