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US nonprofit · EIN 205269657 · Southampton, NYiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 205269657) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 31 October 2025: assets, liabilities, staff, website, telephone, pay, grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Principal officer IRS Form 990-N (e-Postcard) - principal officer named for tax year 2019.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

James B Lee JR Scholarship and Relief Fund in Honor of Joseph

Donations deductible
Revenue
$702k
year to 31 October 2025
Expenses
$463k
year to 31 October 2025
Total assets
$4.1m
$8k liabilities
Net assets
$4m
assets less liabilities
Directors and trustees
5
8.0y av
Staff
0
5 volunteers
Left since last filing
0
no seats appear to have opened
Voting members
5
reported in Part VI
How am I connected?

James B Lee JR Scholarship and Relief Fund in Honor of Joseph's network

5 people5 organisationsi5 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (6) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
James B Lee IIIDirector2018
8 yrs
Michael X McBridePresident2018
8 yrs
Paul EllwoodDirector2020
6 yrs
Richard R PlumDirector2018
8 yrs
Winston W HutchinsTreasurer/Secretary2018
8 yrs
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 31 October 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Michael X McBridePresident1$0
Winston W HutchinsTreasurer/Secretary1$0
Paul EllwoodDirector1$0
James B Lee IIIDirector1$0
Richard R PlumDirector1$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
James B Lee Jr Scholarship and Relief Fund in Honor of Joseph
EIN
205269657
Address
Po Box 1366, Southampton, NY, 11969-1366
State
New York
Mission
To further charitable and educational purposes by providing scholarships to individuals for study at a college, university, or vocational school. (as filed on the Form 990)
Activity (NTEE)
B82 Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
6 (IRS master file code)
Formed
2006
Principal officer
Michael X McBride (as named on the Form 990)
IRS ruling date
1 September 2006
Status
Code 01 (unconditional exemption)
Form 990 filings on record
8, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsJames B Lee III
≥8years on the filingsMichael X McBride
≥8years on the filingsRichard R Plum
≥8years on the filingsWinston W Hutchins

Latest return

year to 31 October 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 October 2025. US dollars, as filed.
Total assets
$4.1m
Total liabilities
$8k
Net assets or fund balances
$4m
Contributions and grants received
$473k
Program service revenue
$0
Grants and similar paid out
$443k
Employees
0
Volunteers
5

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2023$675k$509k$167k

As filed on the IRS Form 990. US dollars.

Grants paid

1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
Evans Scholars FoundationGeneral support$10k