STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

THE NORMAN AND SADIE LEE FOUNDATION

2024 · Form 990PF · revenue $925K · expenses $2.0M · assets $31.6M

EIN
95-3333368
Address
CO CLA 925 CENTURY PARK E 16TH F, LOS ANGELES, CA 90266-0000
NTEE code
-
Subsection
501(c)(3)
Ruling year
1979
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

No one listed on these returns was paid.

Unpaid officers and directors · 4 people
NameLatest titleYearsOrganizations
Paul James DIRECTOR AND PRESIDENT2011-2024 1
Bryan Isaacs DIRECTOR, SECRETARY AND TREASURER2011-2024 1
Mark James (former) VICE PRESIDENT2022 1
Ira L Mishkind Deceased (former) DIR/VP/TREAS/SEC2011 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL JAMES DIRECTOR AND PRESIDENT4 $0-$0 $01
BRYAN ISAACS DIRECTOR, SECRETARY AND TREASURER4 $0-$0 $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL JAMES DIRECTOR AND PRESIDENT4 $0-$0 $01
BRYAN ISAACS DIRECTOR, SECRETARY AND TREASURER4 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL JAMES DIRECTOR AND PRESIDENT4 $0-$0 $01
BRYAN ISAACS DIRECTOR, SECRETARY AND TREASURER4 $0-$0 $01
MARK JAMES VICE PRESIDENT2 $0-$0 $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL A JAMES DIR/PRESIDENT/TREAS/SEC1 $0-$0 $01
BRYAN ISAACS DIRECTOR1 $0-$0 $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL A JAMES DIR/PRESIDENT/TREAS/SEC1 $0-$0 $01
BRYAN ISAACS DIRECTOR1 $0-$0 $01
2018 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL A JAMES DIR/PRESIDENT/TREAS/SEC1 $0-$0 $01
BRYAN ISAACS DIRECTOR1 $0-$0 $01
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL A JAMES DIR/PRESIDENT/TREAS/SEC1 $0-$0 $01
BRYAN ISAACS DIRECTOR1 $0-$0 $01
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL A JAMES DIR/PRESIDENT/TREAS/SEC1 $0-$0 $01
BRYAN ISAACS DIRECTOR1 $0-$0 $01
2015 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL A JAMES DIR/PRESIDENT/TREAS/SEC1 $0-$0 $01
BRYAN ISAACS DIRECTOR1 $0-$0 $01
2014 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL A JAMES DIR/PRESIDENT/TREAS/SEC1 $0-$0 $01
BRYAN ISAACS DIRECTOR1 $0-$0 $01
2013 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL A JAMES DIR/PRESIDENT/TREAS/SEC1 $0-$0 $01
BRYAN ISAACS DIRECTOR1 $0-$0 $01
2012 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PAUL A JAMES DIR/PRESIDENT/TREAS/SEC0 $0-$0 $01
BRYAN ISAACS DIRECTOR0 $0-$0 $01
2011 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
IRA L MISHKIND DECEASED DIR/VP/TREAS/SEC0 $0-$0 $01
PAUL A JAMES DIR/PRESIDENT0 $0-$0 $01
BRYAN ISAACS DIRECTOR0 $0-$0 $01

Highest-paid independent contractors

2024 · 2 contractors · $228K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT$162,932
CLIFTONLARSONALLEN LLPMINNEAPOLIS, MNBOOKKEEPING AND TAX PREPARATION$65,405
2023 · 2 contractors · $239K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT$161,717
CLIFTONLARSONALLEN LLPMINNEAPOLIS, MNBOOKKEEPING AND TAX PREPARATION$77,280
2022 · 1 contractor · $163K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT$162,842
2021 · 1 contractor · $155K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT$155,159
2020 · 1 contractor · $146K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT$145,848
2018 · 1 contractor · $182K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT$181,860
2017 · 1 contractor · $201K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT$200,560
2016 · 1 contractor · $194K
NameLocationServicePaid
MORGAN STANLEYNEW YORK, NYINVESTMENT MANAGEMENT$193,677
2015 · 2 contractors · $230K
NameLocationServicePaid
BARCLAYS CAPITALJERSEY CITY, NJINVESTMENT MANAGEMENT$171,579
MORGANSTANLEYNEW YORK, NYINVESTMENT MANAGEMENT$57,942
2014 · 1 contractor · $166K
NameLocationServicePaid
BARCLAYS CAPITALJERSEY CITY, NJINVESTMENT MANAGEMENT$165,603
2013 · 2 contractors · $248K
NameLocationServicePaid
BARCLAYS CAPITALJERSEY CITYINVESTMENT MANAGEMENT$170,921
NSBN LLPBEVERLY HILLSACCOUNTING$77,297

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 28 grants to organizations · $1.7M
2023 · 23 grants to organizations · $1.8M
2022 · 26 grants to organizations · $1.9M
2021 · 29 grants to organizations · $1.8M
2020 · 29 grants to organizations · $1.9M
2018 · 31 grants to organizations · $1.9M
2017 · 30 grants to organizations · $1.8M
2016 · 29 grants to organizations · $2.0M
2015 · 21 grants to organizations · $2.0M
2014 · 16 grants to organizations · $2.0M
2013 · 17 grants to organizations · $2.0M
2012 · 18 grants to organizations · $1.8M
2011 · 14 grants to organizations · $678K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2011 · 1 contributor · $4.3M
#ContributorTypeCity, stateTotalNoncashSource
1 THE NORMAN SADIE LEE LIVING TRUST Person BEVERLY HILLS, CA $4,302,611- Form 990PF Sch. B, 2011 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$925,322$1,963,051 $31,649,250$31,649,250 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
-$107,574$2,121,034 $32,686,979$32,686,979 -- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$639,200$2,300,825 $34,915,587$34,915,587 $0- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$2,642,239$2,062,142 $36,780,501$36,773,027 $0- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$233,339$2,290,975 $36,199,180$36,192,930 $0- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$2,502,835$2,377,669 $38,928,069$38,925,860 $0- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$3,605,106$2,263,084 $38,902,356$38,801,013 $0- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$1,455,119$2,372,620 $37,459,607$37,459,607 $0- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$2,324,057$2,403,223 $38,377,108$38,377,108 $0- $0--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$1,987,339$2,403,956 $38,456,274$38,456,274 $0- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$2,444,721$2,334,973 $38,872,891$38,872,891 $0- $0--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$1,535,339$1,934,768 $38,763,143$38,763,143 -- $0--
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$5,498,225$825,180 $39,174,580$39,174,580 -- $0--

Funders of this organization

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Similar organizations

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Who funds organizations like this

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Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $1,963,051 spent · pay $0 · grants $1,684,000 · events $1,240
LineAs describedTotalShare
Contributions, gifts, grants paid $1,684,000 85.8%
Fees: other professional $162,932 8.3%
Fees: accounting $65,405 3.3%
Occupancy $30,026 1.5%
Taxes $10,938 0.6%
Fees: legal $5,000 0.3%
Other expenses $3,510 0.2%
Travel, conferences and meetings $1,240 0.1%
Total$1,963,051100%

View the filing

2023 · Form 990PF · $2,121,034 spent · pay $0 · grants $1,832,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,832,000 86.4%
Fees: other professional $161,717 7.6%
Fees: accounting $84,735 4.0%
Occupancy $30,026 1.4%
Taxes $9,826 0.5%
Other expenses $2,730 0.1%
Total$2,121,034100%

View the filing

2022 · Form 990PF · $2,300,825 spent · pay $0 · grants $1,885,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,885,000 81.9%
Fees: other professional $183,483 8.0%
Fees: accounting $72,925 3.2%
Taxes $70,568 3.1%
Other expenses $60,281 2.6%
Occupancy $28,568 1.2%
Total$2,300,825100%

View the filing

2021 · Form 990PF · $2,062,142 spent · pay $0 · grants $1,750,500 · events $1,042
LineAs describedTotalShare
Contributions, gifts, grants paid $1,750,500 84.9%
Fees: other professional $177,338 8.6%
Other expenses $75,373 3.7%
Occupancy $29,204 1.4%
Taxes $14,929 0.7%
Fees: accounting $13,756 0.7%
Travel, conferences and meetings $1,042 0.1%
Total$2,062,142100%

View the filing

2020 · Form 990PF · $2,290,975 spent · pay $0 · grants $1,906,500 · events $408
LineAs describedTotalShare
Contributions, gifts, grants paid $1,906,500 83.2%
Fees: other professional $145,885 6.4%
Fees: accounting $104,735 4.6%
Other expenses $96,083 4.2%
Occupancy $29,250 1.3%
Taxes $8,114 0.4%
Travel, conferences and meetings $408 0.0%
Total$2,290,975100%

View the filing

2018 · Form 990PF · $2,377,669 spent · pay $0 · grants $1,900,000 · events $36,034
LineAs describedTotalShare
Contributions, gifts, grants paid $1,900,000 79.9%
Other expenses $213,013 9.0%
Taxes $167,757 7.1%
Travel, conferences and meetings $36,034 1.5%
Fees: accounting $33,865 1.4%
Occupancy $27,000 1.1%
Total$2,377,669100%

View the filing

2017 · Form 990PF · $2,263,084 spent · pay $0 · grants $1,849,951 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,849,951 81.7%
Other expenses $307,692 13.6%
Occupancy $58,185 2.6%
Taxes $37,932 1.7%
Fees: accounting $8,825 0.4%
Fees: legal $293 0.0%
Interest $206 0.0%
Total$2,263,084100%

View the filing

2016 · Form 990PF · $2,372,620 spent · pay $0 · grants $2,000,028 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,000,028 84.3%
Other expenses $273,846 11.5%
Fees: accounting $51,291 2.2%
Taxes $42,710 1.8%
Fees: legal $4,745 0.2%
Total$2,372,620100%

View the filing

2015 · Form 990PF · $2,403,223 spent · pay $0 · grants $2,000,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,000,000 83.2%
Other expenses $337,782 14.1%
Fees: accounting $41,047 1.7%
Taxes $23,704 1.0%
Fees: legal $670 0.0%
Interest $20 0.0%
Total$2,403,223100%

View the filing

2014 · Form 990PF · $2,403,956 spent · pay $0 · grants $2,000,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,000,000 83.2%
Other expenses $333,977 13.9%
Taxes $44,965 1.9%
Fees: accounting $24,474 1.0%
Fees: legal $540 0.0%
Total$2,403,956100%

View the filing

2013 · Form 990PF · $2,334,973 spent · pay $0 · grants $2,000,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,000,000 85.7%
Other expenses $202,229 8.7%
Fees: accounting $77,298 3.3%
Taxes $53,768 2.3%
Fees: legal $1,678 0.1%
Total$2,334,973100%

View the filing

2012 · Form 990PF · $1,934,768 spent · pay $0 · grants $1,793,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,793,500 92.7%
Other expenses $123,070 6.4%
Fees: accounting $8,360 0.4%
Taxes $5,104 0.3%
Fees: legal $4,734 0.2%
Total$1,934,768100%

View the filing

2011 · Form 990PF · $825,180 spent · pay $0 · grants $677,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $677,500 82.1%
Other expenses $70,152 8.5%
Fees: accounting $64,509 7.8%
Taxes $11,972 1.5%
Fees: legal $1,047 0.1%
Total$825,180100%

View the filing