Nonprofit · EIN 33-0353715
H & H LEE CHARITABLE FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,318,579 | $3,421,921 | -$2,103,342 | $18,829,807 | $0 | $18,829,807 |
| December 31, 2024 | 990-PF (amended) | $119,964 | $3,437,377 | -$3,317,413 | $20,683,966 | $0 | $20,683,966 |
| December 31, 2023 | 990-PF | -$165,960 | $3,381,170 | -$3,547,130 | $22,325,746 | $0 | $22,325,746 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Net gain from sales of assets
- $1,318,579
Expenses
- Grants and similar amounts paid
- $3,200,000
- Compensation of officers, directors and key employees
- $75,000
- Disbursements for charitable purposes
- $3,421,921
- Excise tax on investment income
- $3,930
Balance sheet and other
- Total assets, start of year
- $20,683,966
- Total assets, end of year
- $18,829,807
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,829,807
- Qualifying distributions
- $3,421,921
- Net investment income
- $504,636
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 |
|---|---|---|---|
| KENNETH S LORIN 4299 MACARTHUR BLVD 211, NEWPORT BEACH, CA 92660 | Director | 0 | $25,000 |
| CHRISTOPHER READ 26121 CRESTVIEW DR, IDYLLWILD, CA 92549 | Director | 0 | $25,000 |
| HENRIETTA DORNER 943 E AGAPE AVE, SAN JACINTO, CA 92583 | Director | 0 | $25,000 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH S LORIN 4299 MACARTHUR BLVD 211, NEWPORT BEACH, CA 92660 | Director | 0 | $25,000 |
| CHRISTOPHER READ 26121 CRESTVIEW DR, IDYLLWILD, CA 92549 | Director | 0 | $25,000 |
| PATRICIA JONES 29482 INTEGRITY COURT, VISTA, CA 92084 | Director | 0 | $25,000 |
| HENRIETTA DORNER 943 E AGAPE AVE, SAN JACINTO, CA 92583 | Director | 0 | $25,000 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KENNETH S LORIN 4299 MACARTHUR BLVD 211, NEWPORT BEACH, CA 92660 | Director | 0 | $25,000 |
| CHRISTOPHER READ 26121 CRESTVIEW DR, IDYLLWILD, CA 92549 | Director | 0 | $25,000 |
| PATRICIA JONES 29482 INTEGRITY COURT, VISTA, CA 92084 | Director | 0 | $25,000 |
| HENRIETTA DORNER 943 E AGAPE AVE, SAN JACINTO, CA 92583 | Director | 0 | $25,000 |
Address and contacts
- Address (IRS master file)
- 4299 MACARTHUR BLVD STE 211, NEWPORT BEACH, CA 92660-2020
- Signed the 990-PF
- KENNETH S LORIN, Director
- Phone
- (949) 553-1040
- Return prepared by
- ZWEIG & ASSOCIATES CPAS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0353715 or by the name H & H LEE CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 33-0353715
- 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
- 1991
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,829,807
- Income (IRS master file)
- $12,635,907
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,318,579 | $3,421,921 | $18,829,807 | IRS |
| 990-T | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | $119,964 | $3,467,377 | $20,683,966 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | -$165,960 | $3,381,170 | $22,325,746 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | 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 33-0353715).
Questions about H & H LEE CHARITABLE FOUNDATION
- What is the EIN of H & H LEE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of H & H LEE CHARITABLE FOUNDATION is 33-0353715.
- Is H & H LEE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to H & H LEE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does H & H LEE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of H & H LEE CHARITABLE 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 H & H LEE CHARITABLE 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 H & H LEE CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $25,000 (KENNETH S LORIN, Director).
- How much revenue does H & H LEE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,318,579, expenses of $3,421,921 and total assets of $18,829,807 at year end.
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