Donald Lee and Sally Steadman Lucas
Donald Lee and Sally Steadman Lucas is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, CA. IRS filing data is available for 2020. In 2020, it awarded 8 grants totaling $396K. Net investment income was $132K.
Financial Overview
From 2020 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$396K
Grant Count
8
Avg Grant Size
$50K
Under IRS private-foundation payout rules, Donald Lee and Sally Steadman Lucas reported a distributable amount of $15K for 2020 — the minimum it must pay out in qualifying distributions.
About Donald Lee and Sally Steadman Lucas
Based on IRS filings
Donald Lee and Sally Steadman Lucas is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, CA. IRS filing data is available for 2020. In 2020, it awarded 8 grants totaling $396K. Net investment income was $132K.
Focus Areas
Ready to take the next step with Donald Lee and Sally Steadman Lucas?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2020 |
|---|---|
| Total Assets | — |
| Revenue | $140,694 |
| Expenses | $405,298 |
| Qualifying Distributions | — |
| Net Investment Income | $131,675 |
| Distributable Amount | $14,503 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2020
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2020 grants, the largest include Montalvo Arts Center ($250,000), Salvation Army of Monterey Peninsul ($100,000), Gathering for Women - Monterey ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MONTALVO ARTS CENTER SARATOGA, CA | 100K FOR LAP AND 1K IN MEMORY OF PAUL MEHUS | $250,000 |
| CHURCH IN THE FOREST PEBBLE BEACH, CA | GENERAL & UNRESTRICTED | $10,000 |
| NORTHERN CALIFORNIA PGA FDN VACAVILLE, CA | GENERAL & UNRESTRICTED | $2,500 |
| CASA ABREGO PRESERVATION FDN MONTEREY, CA | GENERAL & UNRESTRICTED | $2,500 |
| KQED SAN JOSE, CA | GENERAL & UNRESTRICTED | $1,000 |
| SALVATION ARMY OF MONTEREY PENINSUL SEASIDE, CA | GENERAL & UNRESTRICTED | $100,000 |
| CARMEL IDEAS FOUNDATION CARMELBYTHESEA, CA | GENERAL & UNRESTRICTED | $5,000 |
| GATHERING FOR WOMEN - MONTEREY MONTEREY, CA | GENERAL & UNRESTRICTED | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2020 IRS filing
From 2020 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SALLY S LUCAS | PRES/TREAS/SEC | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Donald Lee and Sally Steadman Lucas?
Donald Lee and Sally Steadman Lucas is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, CA. It holds — in total assets as of 2020.
Where does Donald Lee and Sally Steadman Lucas operate?
Donald Lee and Sally Steadman Lucas has awarded grants in California.
What size grants does Donald Lee and Sally Steadman Lucas award?
In 2020, Donald Lee and Sally Steadman Lucas awarded 8 grants totaling $396K — an average of about $50K per grant, based on its IRS Form 990 filings.
How much is Donald Lee and Sally Steadman Lucas required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2020, Donald Lee and Sally Steadman Lucas reported a distributable amount of $15K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Donald Lee and Sally Steadman Lucas's EIN?
Donald Lee and Sally Steadman Lucas's EIN (Employer Identification Number) is 27-0167162. IRS Form 990 filing data is available on this page for 2020.
Explore Open Grants
Browse active grant opportunities in Donald Lee and Sally Steadman Lucas's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Monterey Peninsula Foundation
MONTEREY, CA
Assets
$50.7M
Grants
201
Total Given
$17.4M
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
The Bessemer Giving Fund
WOODBRIDGE, NJ
Assets
$948.2M
Grants
1,653
Total Given
$138.5M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
Columbus Foundation
COLUMBUS, OH
Assets
$2.8B
Grants
1,747
Total Given
$242.7M
The Glen and Angela Charles
ENCINO, CA
Assets
$1.4M
Grants
31
Total Given
$286K
Penner Family Foundation Inc
BENTONVILLE, AR
Assets
$97.3M
Grants
82
Total Given
$31.3M
Amos and Ruth Wilnai Foundation
PALO ALTO, CA
Assets
$23.1M
Grants
9
Total Given
$834K
MOB Family Foundation
DALLAS, TX
Assets
—
Grants
23
Total Given
$233K
Kramer Foundation
WOODBURY, NY
Assets
$4.8M
Grants
35
Total Given
$178K
More Funders in California
Data last updated April 2026. Sourced from IRS Form 990-PF filings.