Civic Intelligence

Lee Family Foundation

EIN 30-6519917 • Fernandina Beach, FL

607 Ocean Club CourtFernandina Beach, FL 32034
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

479%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$110,640

Up $20,128 (+22%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$110,640

Up $20,128 (+22%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin84th percentile

Revenue

Up

$55,386

Up $45,824 (+479%) from 2023

Expenses

Up

$35,258

Up $392 (+1.1%) from 2023

Net Income

Up

$20,128

Up $45,432 (+180%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2016: $271,242Liabilities 2016: $3,913Net Assets 2016: $267,3292016Assets 2017: $315,789Liabilities 2017: $0Net Assets 2017: $315,7892017Assets 2019: $330,658Liabilities 2019: $0Net Assets 2019: $330,6582019Assets 2020: $398,129Liabilities 2020: $0Net Assets 2020: $398,1292020Assets 2021: $533,347Liabilities 2021: $0Net Assets 2021: $533,3472021Assets 2022: $115,816Liabilities 2022: $0Net Assets 2022: $115,8162022Assets 2023: $90,512Liabilities 2023: $0Net Assets 2023: $90,5122023Assets 2024: $110,640Liabilities 2024: $0Net Assets 2024: $110,6402024

Highlighted filing

2024

Assets$110,640
Liabilities$0
Net Assets$110,640
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2016: $271,242Expenses 2016: $3,913Net Income 2016: $267,3292016Revenue 2017: $5,065Expenses 2017: $15,500Net Income 2017: -$10,4352017Revenue 2019: $7,058Expenses 2019: $12,500Net Income 2019: -$5,4422019Revenue 2020: $36,768Expenses 2020: $34,500Net Income 2020: $2,2682020Revenue 2021: $7,445Expenses 2021: $22,766Net Income 2021: -$15,3212021Revenue 2022: $52,951Expenses 2022: $37,802Net Income 2022: $15,1492022Revenue 2023: $9,562Expenses 2023: $34,866Net Income 2023: -$25,3042023Revenue 2024: $55,386Expenses 2024: $35,258Net Income 2024: $20,1282024

Highlighted filing

2024

Revenue$55,386
Expenses$35,258
Net Income$20,128
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,640
Liabilities
$0
Net assets
$110,640
Revenue
$55,386
Expenses
$35,258
Net income
$20,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.55$0.35$0.20
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.35$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.53$0.38$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.07$0.23$0.15
2020Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.37$0.35$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.07$0.13$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.05$0.16$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.71$0.04$2.67$2.71$0.04$2.67
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James E LeeTrustee-$0--
Regina R LeeTrustee-$0--
Jason D LeeTrustee-$0--
David E LeeTrustee-$0--
Katherine M LeeTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-charitable GiftPCFort Lauderdale, FL, US$20,000
Paid Grant-DonationPCFernandina Beach, FL, US$5,000
Paid Grant-Charitable DonationPCMarietta, GA, US$3,000
Paid Grant-Charitable GiftPCNew York, NY, US$1,000
Paid Grant-Charitable GiftPCCedar Grove, NJ, US$1,000
Paid Grant-DonationPCFernandina Beach, FL, US$1,000
Paid Grant-DonationPCFernandina Beach, FL, US$1,000
Paid Grant-Charitable ContributionPCJacksonville, FL, US$1,000
Paid Grant-Charitable GiftPCAtlanta, GA, US$500
Paid Grant-Charitable ContributionsPCStaten Island, NY, US$500
Paid Grant-Charitable donationPCFernandina Beach, FL, US$500
Filing and Contact Details

Filer

Filer Name
Lee Family Foundation
EIN
30-6519917
Phone
9043562600
Address
607 Ocean Club Court, Fernandina Beach, FL 32034

Signing Officer

Name
James E Lee
Title
Trustee
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Strickland & Company PC
Address
4653 Olde Towne Pkwy, Marietta, GA 30068
Preparer
Kendyl C Strickland
Phone
7709776892
Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Take Stock in Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Girls Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Just in Time Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Furkids Animal Rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Micahs Place Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Nassau County Council on Aging
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Fernandina Beach Pride
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Tunnel to Towers Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8Coalition for the Homeless of Nassa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Florida Theatre Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Pope Globalization Academy Foundati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7Charitable Organization
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10No Relationship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03000 NE 30th Place ste 409
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1120 Wall Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt261 Dennison Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32650 Pleasantdale Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4474311 E State Rd 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51901 Island Walk Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 15171
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72361 Hylan Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO Box 16123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9128 E Forsyth Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt103001 Hembree Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Fort Lauderdale
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cedar Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Atlanta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Fernandina Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Fernandina Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Fernandina Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Staten Island
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Fernandina Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Jacksonville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Marietta
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd207009
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd330340
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd532034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd632035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd832035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd932202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1030068
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt033500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt036000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt022000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012500
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0160000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt033500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt036000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt022000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034000
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0172500
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0138000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0625
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Tax Preparation
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0133
TaxesSchedule/TaxesDetail/CategoryTxt0Net Investment Tax
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James E Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lee Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEEF
ReturnHeader/Filer/EIN0306519917
ReturnHeader/Filer/PhoneNum09043562600
ReturnHeader/Filer/USAddress/AddressLine1Txt0607 Ocean Club Court
ReturnHeader/Filer/USAddress/CityNm0Fernandina Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582018171
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Strickland & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04653 Olde Towne Pkwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marietta
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030068
ReturnHeader/PreparerPersonGrp/PhoneNum07709776892
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kendyl C Strickland
ReturnHeader/ReturnTs02025-11-17T08:46:01-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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