Nonprofit · EIN 87-6428064
AGREEMENT ESTABLISHING LEE FAMILY FOUNDATION TR
Also known as SOON YUNG LEE TTEE
Tax-exempt · JAMESTOWN, RI 02835
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $279,389 | $258,083 | $21,306 | $4,709,423 | $0 | $4,709,423 |
| December 31, 2024 | 990-PF | $2,431,216 | $251,769 | $2,179,447 | $4,730,461 | $0 | $4,730,461 |
| December 31, 2023 | 990-PF | $1,947,074 | $235,353 | $1,711,721 | $2,693,595 | $0 | $2,693,595 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $111,924
- Net gain from sales of assets
- $167,465
Expenses
- Grants and similar amounts paid
- $200,000
- Compensation of officers, directors and key employees
- $13,200
- Disbursements for charitable purposes
- $220,812
- Excise tax on investment income
- $3,365
Balance sheet and other
- Total assets, start of year
- $4,730,461
- Total assets, end of year
- $4,709,423
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,709,423
- Fair market value of assets
- $6,351,839
- Qualifying distributions
- $220,812
- Net investment income
- $279,389
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 |
|---|---|---|---|
| SUSANNA I LEE 484 BEACON STREET APT 3, BOSTON, MA 02115 | TRUSTEE | 1 | $13,200 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSANNA I LEE 484 BEACON STREET APT 3, BOSTON, MA 02115 | TRUSTEE | 1 | $12,600 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSANNA I LEE 484 BEACON STREET APT 3, BOSTON, MA 02115 | Trustee | 1 | $12,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 577, JAMESTOWN, RI 02835-0577
- In care of
- % SOON YUNG LEE TTEE
- Signed the 990-PF
- SUSANA I LEE, TRUSTEE
- Phone
- (617) 549-5917
- Return prepared by
- DISANTO PRIEST & CO
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
- 87-6428064
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,709,423
- Income (IRS master file)
- $1,042,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $279,389 | $258,083 | $4,709,423 | IRS |
| 990-PF | December 2024 | $2,431,216 | $251,769 | $4,730,461 | IRS |
| 990-PF | December 2023 | $1,947,074 | $235,353 | $2,693,595 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-6428064).
Questions about AGREEMENT ESTABLISHING LEE FAMILY FOUNDATION TR
- What is the EIN of AGREEMENT ESTABLISHING LEE FAMILY FOUNDATION TR?
- The employer identification number (EIN) of AGREEMENT ESTABLISHING LEE FAMILY FOUNDATION TR is 87-6428064.
- Is AGREEMENT ESTABLISHING LEE FAMILY FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to AGREEMENT ESTABLISHING LEE FAMILY FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AGREEMENT ESTABLISHING LEE FAMILY FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AGREEMENT ESTABLISHING LEE FAMILY FOUNDATION TR 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 AGREEMENT ESTABLISHING LEE FAMILY FOUNDATION TR 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 AGREEMENT ESTABLISHING LEE FAMILY FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,200 (SUSANNA I LEE, TRUSTEE).
- How much revenue does AGREEMENT ESTABLISHING LEE FAMILY FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $279,389, expenses of $258,083 and total assets of $4,709,423 at year end.
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