Nonprofit · EIN 81-2179168
JERRY AND POLLY LEE FAMILY FOUNDATION TRUST
Tax-exempt · PASCAGOULA, MS 39567
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $35,884 | $27,436 | $8,448 | $428,154 | $0 | $428,154 |
| December 31, 2024 | 990-PF | $42,352 | $27,138 | $15,214 | $419,706 | $0 | $419,706 |
| December 31, 2023 | 990-PF | $15,232 | $29,281 | -$14,049 | $404,492 | $0 | $404,492 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,072
- Interest
- $5
- Net gain from sales of assets
- $24,807
Expenses
- Grants and similar amounts paid
- $23,500
- Disbursements for charitable purposes
- $23,500
- Excise tax on investment income
- $455
Balance sheet and other
- Total assets, start of year
- $419,706
- Total assets, end of year
- $428,154
- Total liabilities, end of year
- $0
- Net assets, end of year
- $428,154
- Fair market value of assets
- $475,084
- Qualifying distributions
- $23,500
- Net investment income
- $35,763
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 |
|---|---|---|---|
| JIMMIE F LEE 3007 BEACH BLVD, PASCAGOULA, MS 39567 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIMMIE F LEE 3007 BEACH BLVD, PASCAGOULA, MS 39567 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIMMIE F LEE 3007 BEACH BLVD, PASCAGOULA, MS 39567 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1501 BEACH BLVD, PASCAGOULA, MS 39567-1209
- Signed the 990-PF
- JIMMIE F LEE, TRUSTEE
- Phone
- (228) 497-2730
- Return prepared by
- RANKIN & ASSOCIATES PLLC
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
- 81-2179168
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $428,154
- Income (IRS master file)
- $182,592
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $35,884 | $27,436 | $428,154 | XML |
| 990-PF | December 2024 | $42,352 | $27,138 | $419,706 | XML |
| 990-PF | December 2023 | $15,232 | $29,281 | $404,492 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 81-2179168).
Questions about JERRY AND POLLY LEE FAMILY FOUNDATION TRUST
- What is the EIN of JERRY AND POLLY LEE FAMILY FOUNDATION TRUST?
- The employer identification number (EIN) of JERRY AND POLLY LEE FAMILY FOUNDATION TRUST is 81-2179168.
- Is JERRY AND POLLY LEE FAMILY FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to JERRY AND POLLY LEE FAMILY FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JERRY AND POLLY LEE FAMILY FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERRY AND POLLY LEE FAMILY FOUNDATION TRUST 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 JERRY AND POLLY LEE FAMILY FOUNDATION TRUST 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 JERRY AND POLLY LEE FAMILY FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JERRY AND POLLY LEE FAMILY FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,884, expenses of $27,436 and total assets of $428,154 at year end.
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