Nonprofit · EIN 31-1708308
LEE J AND ANNE MONLEZUN FAMILY FOUNDATION
Tax-exempt · LAKE CHARLES, LA 70607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $195 | $128 | $67 | $9,017 | $0 | $9,017 |
| December 31, 2024 | 990-PF | $218 | $116 | $102 | $8,950 | $0 | $8,950 |
| December 31, 2023 | 990-PF | $227 | $116 | $111 | $8,848 | $0 | $8,848 |
| December 31, 2021 | 990-PF | $743 | $118 | $625 | $8,520 | $0 | $8,520 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $285
- Net gain from sales of assets
- -$130
- Other income
- $40
Expenses
- Grants and similar amounts paid
- $0
- Excise tax on investment income
- $4
Balance sheet and other
- Total assets, start of year
- $8,950
- Total assets, end of year
- $9,017
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,017
- Net investment income
- $406
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE J MONLEZUN JR 3505 5TH AVENUE SUITE A-1, LAKE CHARLES, LA 70607 | DIRECTOR | 0 | $0 |
| ANNE MONLEZUN 3505 5TH AVENUE SUITE A-1, LAKE CHARLES, LA 70607 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE J MONLEZUN JR 3505 5TH AVENUE SUITE A-1, LAKE CHARLES, LA 70607 | DIRECTOR | 0 | $0 |
| ANNE MONLEZUN 3505 5TH AVENUE SUITE A-1, LAKE CHARLES, LA 70607 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE J MONLEZUN JR 3505 5TH AVENUE SUITE A-1, LAKE CHARLES, LA 70607 | DIRECTOR | 0 | $0 |
| ANNE MONLEZUN 3505 5TH AVENUE SUITE A-1, LAKE CHARLES, LA 70607 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2021: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE J MONLEZUN JR 3505 5TH AVENUE SUITE A-1, LAKE CHARLES, LA 70607 | DIRECTOR | 0 | $0 |
| ANNE MONLEZUN 3505 5TH AVENUE SUITE A-1, LAKE CHARLES, LA 70607 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3505 5TH AVENUE SUITE A-1, LAKE CHARLES, LA 70607-2156
- In care of
- % DR LEE J MONLEZUN JR
- Signed the 990-PF
- LEE J MONLEZUN JR, DIRECTOR
- Phone
- (337) 439-3434
- Return prepared by
- MARIE AGOSTO PREJEAN CPA LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1708308
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $9,017
- Income (IRS master file)
- $1,666
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $195 | $128 | $9,017 | XML |
| 990-PF | December 2024 | $218 | $116 | $8,950 | XML |
| 990-PF | December 2023 | $227 | $116 | $8,848 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $743 | $118 | $8,520 | XML |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 31-1708308).
Questions about LEE J AND ANNE MONLEZUN FAMILY FOUNDATION
- What is the EIN of LEE J AND ANNE MONLEZUN FAMILY FOUNDATION?
- The employer identification number (EIN) of LEE J AND ANNE MONLEZUN FAMILY FOUNDATION is 31-1708308.
- Is LEE J AND ANNE MONLEZUN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to LEE J AND ANNE MONLEZUN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEE J AND ANNE MONLEZUN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEE J AND ANNE MONLEZUN FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEE J AND ANNE MONLEZUN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LEE J AND ANNE MONLEZUN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LEE J AND ANNE MONLEZUN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $195, expenses of $128 and total assets of $9,017 at year end.
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