Donald Lee and Sally Steadman Lucas
Donald Lee and Sally Steadman Lucas is a private foundation, based in Carmel, CA. IRS filing data is available for 2020. In 2020, it awarded 8 grants totaling $396K. Net investment income was $132K.
Donald Lee and Sally Steadman Lucas at a glance
In short: Donald Lee and Sally Steadman Lucas gave $396K across 8 grants in 2020 (avg $50K), mostly in California. Source: 2020 IRS Form 990-PF.
- Annual giving (2020)
- $396,000
- Grants made (2020)
- 8
- Average grant
- $49,500
- Median grant
- $7,500
- Primary geography
- California (100% of itemized 2020 grant dollars)
- Latest 990 filing
- Form 990-PF, 2020 View filing
Data from IRS Form 990-PF, 2020; updated September 2026.
Who Donald Lee and Sally Steadman Lucas funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2020
The largest 2020 recipient was Montalvo Arts Center ($250K). Together the top 8 received $396K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 6 grants of 8 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2020 grant dollars across all 8 itemized grants.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 8 grants totaling $396K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Montalvo Arts Center Saratoga, CA | 100k for lap and 1k in memory of paul mehus | $250,000 |
| Salvation Army of Monterey Peninsul Seaside, CA | General & Unrestricted | $100,000 |
| Gathering for Women - Monterey Monterey, CA | General & Unrestricted | $25,000 |
| Church in the Forest Pebble Beach, CA | General & Unrestricted | $10,000 |
| Carmel Ideas Foundation Carmelbythesea, CA | General & Unrestricted | $5,000 |
| 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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Revenue | Expenses | Grants paid | Grants | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2020 | $140,694 | $405,298 | $396,000 | 8 | $131,675 | $14,503 |
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.
Leadership & Key People
Officers and directors from IRS filings
Donald Lee and Sally Steadman Lucas is led by Sally S. Lucas, President, Treasurer & Secretary on the 2020 filing — the only officer listed, and uncompensated.
Officers on the 2020 filing
Sally S. Lucas
President, Treasurer & Secretary
New on the 2020 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Donald Lee and Sally Steadman Lucas
How much does Donald Lee and Sally Steadman Lucas give each year?
Donald Lee and Sally Steadman Lucas gave $396K across 8 grants in 2020, according to its 2020 IRS Form 990-PF.
What is Donald Lee and Sally Steadman Lucas's typical grant size?
Donald Lee and Sally Steadman Lucas's median grant in 2020 was $7,500, and its average grant was $49,500, across 8 grants on its 2020 IRS Form 990-PF.
Where does Donald Lee and Sally Steadman Lucas give grants?
Donald Lee and Sally Steadman Lucas gives mostly in California: 100% of the grant dollars itemized on its 2020 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Monterey, CA (2 grants).
Does Donald Lee and Sally Steadman Lucas give general operating support?
Yes: 88% of Donald Lee and Sally Steadman Lucas's 2020 grants with a stated purpose (7 of 8) were for general or operating support, per its 2020 IRS Form 990-PF.
Who are Donald Lee and Sally Steadman Lucas's largest grantees?
Donald Lee and Sally Steadman Lucas's largest 2020 grantees include Montalvo Arts Center ($250,000), Salvation Army of Monterey Peninsul ($100,000) and Gathering for Women - Monterey ($25,000), according to its 2020 IRS Form 990-PF. Together they received 95% of its itemized 2020 grant dollars.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal year 2020
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