Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
TY LEE FAMILY FOUNDATION INC IMA ATTN
 
Number and street (or P.O. box number if mail is not delivered to street address) 11 JOHNS DRIVE
  Room/suite
City or town
WARREN
State or province
NJ
Country  
ZIP or foreign postal code
07059
A Employer identification number

06-1713883
B Telephone number (see instructions)

9734642086
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,540,361J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 62,278 62,261  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 171,603
b Gross sales price for all assets on line 6a 982,851
7 Capital gain net income (from Part IV, line 2)... 171,603
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 233,881 233,864  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,247 1,026   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,909 20,879   30
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,156 21,905 0 1,030
25 Contributions, gifts, grants paid....... 254,000 254,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 279,156 21,905 0 255,030
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -45,275
b Net investment income (if negative, enter -0-) 211,959
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 68,787 41,748 41,889
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,037,110 Click to see attachment
List of Attached Documents:
// Content
2,018,294 		2,498,472
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,105,897 2,060,042 2,540,361
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,105,897 2,060,042
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,105,897 2,060,042
30 Total liabilities and net assets/fund balances (see instructions). 2,105,897 2,060,042
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,105,897
2
Enter amount from Part I, line 27a .....................
2
-45,275
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
143
4
Add lines 1, 2, and 3 ..........................
4
2,060,765
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
723
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,060,042
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 313. BROADCOM INC COM     2025-01-13
b 60.2112 EATON VANCE MUT FDS TR FLT RT CL I   2024-12-02 2025-01-13
c 10.954 GMO OPPORTUNISTIC INCOME I   2024-12-02 2025-01-13
d 5.968 BRANDYWINEGLOBAL HIGH YIELD IS   2024-12-02 2025-01-13
e 483.539 ARTISAN PTRNS FDS INC     2025-03-11
151.84 ARTISAN PTRNS FDS INC     2025-03-11
1171.227 BAIRD AGGREGATE BOND FUND-IS   2024-12-02 2025-03-11
201.001 BARON EMERGING MARKETS INSTITUTIONAL   2024-12-02 2025-03-11
8.778 GMO OPPORTUNISTIC INCOME I   2024-12-02 2025-03-11
322.418 GOLDMAN SACHS EM MKTS EQ INSIGHTS INTL     2025-03-11
268.229 GUGGENHEIM-TOTAL RET BOND-IS   2024-08-28 2025-03-11
990.933 HARTFORD INTL VALUE FUND-I     2025-03-11
470.716 HARTFORD INTL VALUE FUND-I     2025-03-11
12. INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL W   2025-01-13 2025-03-11
195. INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL W     2025-03-11
1444.003 WCM FOCUSED INTL GROWTH FUND-INSTL     2025-03-11
50. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND     2025-03-11
16. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND   2023-07-10 2025-03-11
9.514 PRINCIPAL PFD SECURITIES FUND   2024-12-02 2025-03-11
61. SCHWAB STRATEGIC TR US TIPS ETF   2024-12-02 2025-03-11
79. VANGUARD SCOTTSDALE FDS VNG RUS1000VAL   2025-01-13 2025-03-11
9. VANGUARD SCOTTSDALE FDS VNG RUS1000VAL   2023-02-03 2025-03-11
814.397 VICTORY TRIVALENT INTERNATIONAL SM-CP I   2024-12-02 2025-03-11
167.804 ARTISAN PTRNS FDS INC   2020-11-19 2025-04-14
408.361 BARON EMERGING MARKETS INSTITUTIONAL     2025-04-14
104.657 BARON EMERGING MARKETS INSTITUTIONAL   2021-08-02 2025-04-14
5829.975 EATON VANCE MUT FDS TR FLT RT CL I     2025-04-14
48.005 GMO OPPORTUNISTIC INCOME I   2024-12-02 2025-04-14
863.353 GOLDMAN SACHS EM MKTS EQ INSIGHTS INTL   2024-12-02 2025-04-14
839.99 GUGGENHEIM-TOTAL RET BOND-IS   2024-08-28 2025-04-14
281.655 HARTFORD INTL VALUE FUND-I     2025-04-14
357.447 WCM FOCUSED INTL GROWTH FUND-INSTL   2025-01-13 2025-04-14
163.517 WCM FOCUSED INTL GROWTH FUND-INSTL     2025-04-14
65.476 CLEARBRIDGE LARGE CAP GROWTH IS   2025-01-13 2025-04-14
17.466 PRINCIPAL PFD SECURITIES FUND   2024-12-02 2025-04-14
183. STATE STREET SPDR S&P 600 SMALL CAP GROWTH ET     2025-04-14
258. STATE STREET SPDR S&P 600 SMALL CAP GROWTH ET   2023-11-01 2025-04-14
72. STATE STREET SPDR S&P 400 MID CAP GROWTH ETF     2025-04-14
388. STATE STREET SPDR S&P 400 MID CAP GROWTH ETF   2023-11-01 2025-04-14
47. VANGUARD SCOTTSDALE FDS VNG RUS1000GRW     2025-04-14
119.319 COLUMBIA SELECT LARGE-CAP VALUE Z   2025-01-13 2025-06-12
72.861 WCM FOCUSED INTL GROWTH FUND-INSTL   2020-11-19 2025-06-12
80. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND   2025-04-14 2025-06-12
352. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND     2025-06-12
1203.926 PIMCO FDS PAC INVT FOREIGN BD INSTL   2024-12-02 2025-06-12
171.927 PRINCIPAL PFD SECURITIES FUND     2025-06-12
5059.359 PRINCIPAL PFD SECURITIES FUND     2025-06-12
7. VANGUARD SCOTTSDALE FDS VNG RUS1000GRW   2025-03-11 2025-06-12
3028.608 VICTORY TRIVALENT INTERNATIONAL SM-CP I     2025-06-12
37.359 ARTISAN PTRNS FDS INC   2025-06-12 2025-07-10
4.63481 BAIRD AGGREGATE BOND FUND-IS   2024-12-02 2025-07-10
1063.58719 BAIRD AGGREGATE BOND FUND-IS   2024-12-02 2025-07-10
196.308 BARON EMERGING MARKETS INSTITUTIONAL   2025-06-12 2025-07-10
346.32 COLUMBIA SELECT LARGE-CAP VALUE Z   2025-01-13 2025-07-10
43.116 GMO OPPORTUNISTIC INCOME I   2025-06-12 2025-07-10
396.449 GOLDMAN SACHS EM MKTS EQ INSIGHTS INTL   2025-06-12 2025-07-10
201.245 GUGGENHEIM-TOTAL RET BOND-IS   2024-08-28 2025-07-10
17.637 HARTFORD INTL VALUE FUND-I   2025-06-12 2025-07-10
133.992 HARTFORD INTL VALUE FUND-I   2019-08-08 2025-07-10
157.089 WCM FOCUSED INTL GROWTH FUND-INSTL   2020-11-19 2025-07-10
143.534 CLEARBRIDGE LARGE CAP GROWTH IS     2025-07-10
90.427 BRANDYWINEGLOBAL HIGH YIELD IS     2025-07-10
70.021 PIMCO FDS PAC INVT FOREIGN BD INSTL   2024-12-02 2025-07-10
11. SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ET   2025-06-12 2025-07-10
18. SCHWAB STRATEGIC TR US TIPS ETF   2024-12-02 2025-07-10
243.245 TCW FDS INC EMRG MKTS CL I   2024-12-02 2025-07-10
17. VANGUARD SHORT-TERM TREASURY INDEX FUND   2025-04-14 2025-07-10
96. VANGUARD SCOTTSDALE FDS VNG RUS1000GRW   2025-03-11 2025-07-10
4. VANGUARD SCOTTSDALE FDS VNG RUS1000GRW   2022-11-02 2025-07-10
60. VANGUARD SCOTTSDALE FDS VNG RUS1000VAL   2025-06-12 2025-07-10
25. VANGUARD S&P 500 ETF     2025-07-10
80.249 ARTISAN PTRNS FDS INC   2025-06-12 2025-08-15
25.277 ARTISAN PTRNS FDS INC   2020-11-19 2025-08-15
1621.386 BAIRD AGGREGATE BOND FUND-IS     2025-08-15
15.298 BARON EMERGING MARKETS INSTITUTIONAL   2025-06-12 2025-08-15
327.715 BARON EMERGING MARKETS INSTITUTIONAL     2025-08-15
358.271 COLUMBIA SELECT LARGE-CAP VALUE Z     2025-08-15
76.581 GMO OPPORTUNISTIC INCOME I   2025-06-12 2025-08-15
515.153 GOLDMAN SACHS EM MKTS EQ INSIGHTS INTL     2025-08-15
191.271 GOLDMAN SACHS EM MKTS EQ INSIGHTS INTL     2025-08-15
292.745 GUGGENHEIM-TOTAL RET BOND-IS   2024-08-28 2025-08-15
220.371 HARTFORD INTL VALUE FUND-I   2019-08-08 2025-08-15
75.831 WCM FOCUSED INTL GROWTH FUND-INSTL   2020-11-19 2025-08-15
32. ISHARES GOLD TR ISHARES NEW   2025-06-12 2025-08-15
192.165 CLEARBRIDGE LARGE CAP GROWTH IS     2025-08-15
152.841 BRANDYWINEGLOBAL HIGH YIELD IS     2025-08-15
135.457 PIMCO FDS PAC INVT FOREIGN BD INSTL   2024-12-02 2025-08-15
17. SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ET   2025-06-12 2025-08-15
26. SCHWAB STRATEGIC TR US TIPS ETF   2024-12-02 2025-08-15
450.96 TCW FDS INC EMRG MKTS CL I     2025-08-15
32. VANGUARD SHORT-TERM TREASURY INDEX FUND   2025-04-14 2025-08-15
121. VANGUARD SCOTTSDALE FDS VNG RUS1000GRW   2022-11-02 2025-08-15
63. VANGUARD SCOTTSDALE FDS VNG RUS1000VAL     2025-08-15
30. VANGUARD S&P 500 ETF   2025-06-12 2025-08-15
1368.65 BARON EMERGING MARKETS INSTITUTIONAL     2025-12-17
2723.132 GOLDMAN SACHS EM MKTS EQ INSIGHTS INTL     2025-12-17
41.199 HARTFORD INTL VALUE FUND-I   2019-08-08 2025-12-17
2694.191 BRANDYWINEGLOBAL HIGH YIELD IS     2025-12-17
1222.011 BRANDYWINEGLOBAL HIGH YIELD IS   2024-07-09 2025-12-17
644. SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ET   2025-06-12 2025-12-17
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 70,809   6,573 64,236
b 505   505  
c 264   265 -1
d 61   62 -1
e 24,013   23,479 534
7,540   6,069 1,471
11,501   11,560 -59
3,126   3,081 45
214   212 2
2,857   2,880 -23
6,392   6,483 -91
19,670   18,204 1,466
9,344   7,398 1,946
2,069   2,091 -22
33,627   28,642 4,985
33,183   34,309 -1,126
5,246   5,782 -536
1,679   1,591 88
88   88  
1,619   1,609 10
6,419   6,411 8
731   637 94
12,737   12,680 57
8,081   6,162 1,919
6,138   6,125 13
1,573   1,982 -409
47,339   48,849 -1,510
1,164   1,161 3
7,364   7,615 -251
19,706   20,303 -597
5,422   3,863 1,559
8,060   7,724 336
3,687   4,255 -568
4,450   4,904 -454
157   162 -5
14,188   17,267 -3,079
20,002   17,971 2,031
5,459   5,925 -466
29,417   25,611 3,806
4,246   4,491 -245
4,441   4,140 301
1,934   1,722 212
8,651   7,654 997
38,065   34,937 3,128
11,955   12,087 -132
1,590   1,589 1
46,799   44,281 2,518
740   657 83
55,696   47,084 8,612
1,952   1,956 -4
46   46  
10,444   10,497 -53
3,469   3,416 53
13,278   12,017 1,261
1,048   1,049 -1
3,925   3,853 72
4,792   4,864 -72
400   392 8
3,038   1,816 1,222
4,196   3,712 484
11,267   10,796 471
920   935 -15
693   703 -10
254   256 -2
477   475 2
1,618   1,618  
994   996 -2
10,535   9,011 1,524
439   225 214
5,183   5,037 146
14,323   13,876 447
4,299   4,203 96
1,354   928 426
15,987   15,953 34
279   266 13
5,968   6,189 -221
13,851   12,247 1,604
1,866   1,862 4
5,306   4,520 786
1,970   2,385 -415
6,991   7,076 -85
5,234   2,986 2,248
2,016   1,792 224
2,012   2,043 -31
15,342   13,516 1,826
1,559   1,576 -17
1,344   1,360 -16
390   396 -6
692   686 6
3,067   2,968 99
1,877   1,875 2
14,000   6,810 7,190
5,495   5,097 398
17,775   16,607 1,168
25,087   23,754 1,333
29,818   29,091 727
1,008   558 450
27,292   27,692 -400
12,379   12,416 -37
14,509   15,010 -501
      57,925
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      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
      57,925
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       64,236
b        
c       -1
d       -1
e       534
      1,471
      -59
      45
      2
      -23
      -91
      1,466
      1,946
      -22
      4,985
      -1,126
      -536
      88
       
      10
      8
      94
      57
      1,919
      13
      -409
      -1,510
      3
      -251
      -597
      1,559
      336
      -568
      -454
      -5
      -3,079
      2,031
      -466
      3,806
      -245
      301
      212
      997
      3,128
      -132
      1
      2,518
      83
      8,612
      -4
       
      -53
      53
      1,261
      -1
      72
      -72
      8
      1,222
      484
      471
      -15
      -10
      -2
      2
       
      -2
      1,524
      214
      146
      447
      96
      426
      34
      13
      -221
      1,604
      4
      786
      -415
      -85
      2,248
      224
      -31
      1,826
      -17
      -16
      -6
      6
      99
      2
      7,190
      398
      1,168
      1,333
      727
      450
      -400
      -37
      -501
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 171,603
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,946
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,946
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,946
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 1,992
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,992
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 954
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofTZUO-YAN LEE Telephone no. (973) 464-2086

Located at11 JOHNS DRIVEWARRENNJ ZIP+407059
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
TZUO-YAN LEE PRESIDENT, AS REQ'D
0 		0    
11 JOHNS DRIVE
WARREN,NJ07059
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,471,305
b
Average of monthly cash balances.......................
1b
29,181
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,500,486
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,500,486
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
37,507
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,462,979
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
123,149
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
123,149
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
2,946
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,946
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
120,203
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
120,203
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
120,203
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
255,030
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
255,030
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 120,203
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 73,015
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 255,030
a Applied to 2024, but not more than line 2a 73,015
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 120,203
e Remaining amount distributed out of corpus 61,812
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 61,812
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		61,812
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 61,812
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
TZUO-YAN LEE AND JEAN C LEE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE RIVER CHURCH OF NEW JERSEY

9 GENESSEE AVE
TEANECK,NJ07666 		NONE   GENERAL OPERATING 10,000

INTERNATIONAL COLLEGE STUDENTS MINISTRY

PO BOX C
COLORADO SPRINGS,CO80901 		NONE   GENERAL OPERATING 5,000

TEAM

PO BOX 1683
CAROL STREAM,IL601321683 		NONE   GENERAL OPERATING 5,000

INTERVARSITY CHRISTIAN FELLOWSHIP

PO BOX 7895
MADISON,WI537077895 		NONE   GENERAL OPERATING 7,500

MISSION TO THE WORLD

PO BOX 744165
ATLANTA,GA303744165 		NONE   GENERAL OPERATING 7,000

LOVE 146

1800 CAMDEN ROAD SUITE 107-273
CHARLOTTE,NC28203 		NONE   GENERAL OPERATING 5,000

SIM USA

14830 CHOATE CIRCLE
CHARLOTTE,NC28273 		NONE   GENERAL OPERATING 20,000

LIGHTHOUSE PREGNANCY RESOURCE CENTER

PO BOX 227
HAWTHORNE,NJ07506 		NONE   GENERAL OPERATING 10,000

BRIGHTSIDE MANOR

300 TEANECK ROAD
TEANECK,NJ07666 		NONE   GENERAL OPERATING 7,500

New City Kids
Attn Shaun Hopkins
936 ALPINE AVE NW
Grand Rapids,MI49504 		NONE   GENERAL OPERATING 100,000

CHARITY GLOBAL INC

230 FRANKLIN RD STE 11-II
FRANKLIN,TN37064 		NONE   GENERAL OPERATING 1,000

CHINESE CHRISTIAN CHURCH OF NJ

232 S BERVEWYCK ROAD
PARSIPANNY,NJ070544410 		NONE   GENERAL OPERATING 24,000

CHRISTIAN COUNSELING AND EDUCATION
FOUNDATION
1803 E WILLOW GROVE AVE
GLENSIDE,PA19038 		NONE   GENERAL OPERATING 10,000

LIGONIER MINISTRIES

421 LIGONIER CT
SANFORD,FL32771 		NONE   GENERAL OPERATING 10,000

LEARN TO EARN SOUTH AFRICA

1519 N MOHAWK ST APT 200
CHICAGO,IL60610 		NONE   GENERAL OPERATING 20,000

INTERNATIONAL JUSTICE SYSTEM

PO BOX 96961
WASHINGTON DC,DC200906961 		NONE   GENERAL OPERATING 5,000

VIETNAMESE BOAT PEOPLE

527 VALLEY ROAD 43634
MONTCLAIR,NJ07043 		NONE   GENERAL OPERATING 4,000

OAKS & CROWN LEADERSHIP

731 CHAPEL HILL DRIVE
COLORADO SPRINGS,CO80920 		NONE   GENERAL OPERATING 3,000
Total ................................. 3a 254,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 62,278  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 171,603  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   233,881  
13Total. Add line 12, columns (b), (d), and (e)..................
13
233,881
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
TY LEE FAMILY FOUNDATION INC IMA ATTN
EIN:
06-1713883
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2025 InvestmentsOtherSchedule2
Name:
TY LEE FAMILY FOUNDATION INC IMA ATTN
EIN:
06-1713883
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENTS      
362014219 GMO OPPORTUNISTIC IN AT COST 49,329 50,183
52472T718 BRANDYWINEGLOBAL HIG      
78464A821 SPDR SER TR S&P 400      
92206C680 VANGUARD SCOTTSDALE AT COST 87,046 180,068
92647K309 VICTORY TRIVALENT IN      
808524870 SCHWAB STRATEGIC TR AT COST 17,154 17,430
92206C714 VANGUARD SCOTTSDALE AT COST 91,496 118,329
46137V357 INVESCO EXCHANGE-TRA      
52469H255 CLEARBRIDGE LARGE CA AT COST 241,990 336,589
19766H528 COLUMBIA SELECT LARG AT COST 199,766 287,651
06828M876 BARON EMERGING MARKE AT COST 48,364 73,609
38144N569 GOLDMAN SACHS EM MKT AT COST 53,671 72,451
78464A201 SPDR SERIES TRUST      
04314H667 ARTISAN PTRNS FDS IN AT COST 61,347 93,591
41664M631 HARTFORD INTL VALUE AT COST 34,419 65,139
40168W525 GUGGENHEIM-TOTAL RET AT COST 175,203 176,016
461418444 WCM FOCUSED INTL GRO AT COST 93,140 107,253
922908363 VANGUARD S&P 500 ETF AT COST 224,320 274,683
057071854 BAIRD AGGREGATE BOND AT COST 415,762 399,467
74253Q416 PRINCIPAL PFD SECURI      
277911491 EATON VANCE MUT FDS      
87234N765 TCW FDS INC EMRG MKT AT COST 45,235 51,680
693390882 PIMCO FDS PAC INVT F AT COST 34,815 35,758
464287804 ISHARES CORE S&P SMA      
11135F101 BROADCOM INC COM      
464285204 COMMODITIES AND PREC AT COST 80,027 93,183
72201M776 PIMCO FDS FOREIGN BO AT COST 15,295 15,354
92206C102 VANGUARD SHORT TERM AT COST 49,915 50,038

TY 2025 OtherDecreasesSchedule
Name:
TY LEE FAMILY FOUNDATION INC IMA ATTN
EIN:
06-1713883
Description Amount
MUTUAL FUND TIMING ADJ 723


TY 2025 OtherExpensesSchedule
Name:
TY LEE FAMILY FOUNDATION INC IMA ATTN
EIN:
06-1713883
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 30 0   30
OTHER EXPENSE (NON-DEDUCTIBLE 20,879 20,879   0


TY 2025 OtherIncreasesSchedule
Name:
TY LEE FAMILY FOUNDATION INC IMA ATTN
EIN:
06-1713883
Description Amount
COST BASIS ADJUSTMENT 143


TY 2025 TaxesSchedule
Name:
TY LEE FAMILY FOUNDATION INC IMA ATTN
EIN:
06-1713883
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 229 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,992 0   0
FOREIGN TAXES ON QUALIFIED FOR 531 531   0
FOREIGN TAXES ON NONQUALIFIED 495 495   0