Edwin and Margaret Lee Foundation Z75738425

MERRIMACK, NH EIN: 81-0548702

Edwin and Margaret Lee Foundation Z75738425 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MERRIMACK, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $828K in total assets. In 2024, it awarded 1 grants totaling $11K. Net investment income was $38K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$828K

+14.9% YoY

Annual Giving

$11K

+990.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

+990.0% YoY

Under IRS private-foundation payout rules, Edwin and Margaret Lee Foundation Z75738425 reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.

About Edwin and Margaret Lee Foundation Z75738425

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $94K (86%)

Hawaii $15K (14%)

States

California Hawaii

Cities

BerkeleyCupertinoHonoluluSan FranciscoSan Jose

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$828,355	$721,144	$631,893
Revenue	$139,347	$94,621	$121,819
Expenses	$15,545	$4,913	$29,240
Qualifying Distributions	$15,155	$4,686	$27,880
Net Investment Income	$38,065	$24,877	$21,819
Distributable Amount	$42,814	$30,730	$23,511

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

17 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Self Help for the Elderly ($10,900).

Recipient	Purpose	Amount
SELF HELP FOR THE ELDERLY SAN FRANCISCO, CA	SUPPORT LOCAL COMMUNITY	$10,900

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
EDWIN LEE	PRESIDENT	5	—
MARGARET LEE	VICE PRESIDENT	5	—
JEFFREY LEE	SECRETARY	5	—
PHILIP LEE	TREASURER	5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Edwin and Margaret Lee Foundation Z75738425?

Edwin and Margaret Lee Foundation Z75738425 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MERRIMACK, NH. It holds $828K in total assets as of 2024.

How large is Edwin and Margaret Lee Foundation Z75738425?

As of 2024, Edwin and Margaret Lee Foundation Z75738425 holds $828K in total assets with $139K in annual revenue. It awarded 1 grants totaling $11K in 2024.

Where does Edwin and Margaret Lee Foundation Z75738425 operate?

Edwin and Margaret Lee Foundation Z75738425 has awarded grants in California, Hawaii.

What size grants does Edwin and Margaret Lee Foundation Z75738425 award?

In 2024, Edwin and Margaret Lee Foundation Z75738425 awarded 1 grants totaling $11K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is Edwin and Margaret Lee Foundation Z75738425 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Edwin and Margaret Lee Foundation Z75738425 reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Edwin and Margaret Lee Foundation Z75738425's EIN?

Edwin and Margaret Lee Foundation Z75738425's EIN (Employer Identification Number) is 81-0548702. IRS Form 990 filing data is available on this page for 2020–2024.