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Nonprofit · EIN 75-2461720

HELEN LEE FOUNDATION INC

Tax-exempt · GRANBURY, TX 76048

Financials

$98K$139K2023$235K$141K2024
Revenue Expenses · by fiscal year end
Financials of HELEN LEE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$234,694$141,121$93,573$627,502$0$627,502
June 30, 2024990-PF$97,903$139,224-$41,321$565,071$30,907$534,164
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$125,993
Dividends
$784
Interest
$120
Net gain from sales of assets
$1,700
Other income
$106,097

Expenses

Grants and similar amounts paid
$442
Disbursements for charitable purposes
$124,198
Excise tax on investment income
$1,307

Balance sheet and other

Total assets, start of year
$565,071
Total assets, end of year
$627,502
Total liabilities, end of year
$0
Net assets, end of year
$627,502
Fair market value of assets
$1,936,895
Qualifying distributions
$131,962
Net investment income
$107,001

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
VAN VERNON
4117 CHEROKEE CT, GRANBURY, TX 76048
MANAGING DIR1$0
VICKI VERNON
300 N MARIENFELD STE 800, MIDLAND, TX 79701
Director1$0
CHAD SLONE
11912 GRIZZLY BEAR DR, FT WORTH, TX 76244
Director1$0
MIKE STARR
1127 JUDSON RD STE 211, LONGVIEW, TX 75601
Director1$0
VIRGINIA WELLS
5408 BULL RUN CIRCLE, AUSTIN, TX 78727
Secretary2$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
VAN VERNON
4117 CHEROKEE CT, GRANBURY, TX 76048
MANAGING DIR1$0
VICKI VERNON
300 N MARIENFELD STE 800, MIDLAND, TX 79701
Director1$0
CHAD SLONE
11912 GRIZZLY BEAR DR, FT WORTH, TX 76244
Director1$0
MIKE STARR
1127 JUDSON RD STE 211, LONGVIEW, TX 75601
Director1$0
VIRGINIA WELLS
5408 BULL RUN CIRCLE, AUSTIN, TX 78727
Secretary2$0

Address and contacts

Address (IRS master file)
4117 CHEROKEE CT, GRANBURY, TX 76048-6174
In care of
% VA VERNON
Signed the 990-PF
VAN VERNON, MANAGING DIR
Phone
(682) 205-4541
Return prepared by
HENRY & PETERS PC

What it must file and when

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

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
75-2461720
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1993
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$627,502
Income (IRS master file)
$234,694

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$234,694$141,121$627,502XML
990-PFJune 2024$97,903$139,224$565,071XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 75-2461720).

Questions about HELEN LEE FOUNDATION INC

What is the EIN of HELEN LEE FOUNDATION INC?
The employer identification number (EIN) of HELEN LEE FOUNDATION INC is 75-2461720.
Is HELEN LEE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to HELEN LEE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does HELEN LEE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HELEN LEE FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELEN LEE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of HELEN LEE FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does HELEN LEE FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $234,694, expenses of $141,121 and total assets of $627,502 at year end.

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