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Nonprofit · EIN 42-6057173

LEE FOUNDATION

Tax-exempt · DAVENPORT, IA 52807

Financials

−$1K$137K2022$81K$82K2023−$1K$62K2024
Revenue Expenses · by fiscal year end
Financials of LEE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF-$1,441$62,250-$63,691$493,444$0$493,444
September 30, 2024990-PF$81,167$81,924-$757$514,454$0$514,454
September 30, 2023990-PF-$1,258$137,479-$138,737$482,244$0$482,244
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$21,065
Dividends
$23,330
Net gain from sales of assets
-$45,836

Expenses

Grants and similar amounts paid
$47,210
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$47,210
Excise tax on investment income
$115

Balance sheet and other

Total assets, start of year
$514,454
Total assets, end of year
$493,444
Total liabilities, end of year
$0
Net assets, end of year
$493,444
Fair market value of assets
$493,444
Qualifying distributions
$47,210
Net investment income
$23,330

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Kevin D Mowbray
4600 E 53rd Street, Davenport, IA 52807
President1$0
Nathan A Bekke
4600 E 53rd Street, Davenport, IA 52807
Vice President1$0
Timothy R Millage
4600 E 53rd Street, Davenport, IA 52807
Treasurer1$0
Astrid Garcia
4600 E 53rd Street, Davenport, IA 52807
Director1$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
Kevin D Mowbray
4600 E 53rd Street, Davenport, IA 52807
President1$0
Nathan A Bekke
4600 E 53rd Street, Davenport, IA 52807
Vice President1$0
Timothy R Millage
4600 E 53rd Street, Davenport, IA 52807
Treasurer1$0
Astrid Garcia
4600 E 53rd Street, Davenport, IA 52807
Director1$0
990-PF for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
Kevin D Mowbray
4600 E 53rd St, Davenport, IA 52807
President1$0
Nathan A Bekke
4600 E 53rd St, Davenport, IA 52807
Vice President1$0
Timothy R Millage
4600 E 53rd St, Davenport, IA 52807
Treasurer1$0
Astrid Garcia
4600 E 53rd St, Davenport, IA 52807
Director1$0

Address and contacts

Address (IRS master file)
4600 E 53RD ST, DAVENPORT, IA 52807-3479
In care of
% TIMOTHY MILLAGE
Signed the 990-PF
Nathan Bekke, Vice President
Phone
(563) 383-2100

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
42-6057173
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
1963
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$493,444
Income (IRS master file)
$306,143

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025-$1,441$62,250$493,444XML
990-PFSeptember 2024$81,167$81,924$514,454XML
990-PFSeptember 2023-$1,258$137,479$482,244XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2019–––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 42-6057173).

Questions about LEE FOUNDATION

What is the EIN of LEE FOUNDATION?
The employer identification number (EIN) of LEE FOUNDATION is 42-6057173.
Is LEE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to LEE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEE FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of LEE FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does LEE FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of -$1,441, expenses of $62,250 and total assets of $493,444 at year end.

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