Ella Ann Lee Holding Foundation

Foundation · Grantmaker Smithfield, NC EIN: 26-3066843

Ella Ann Lee Holding Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Smithfield, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it awarded 1 grant totaling $57K. Net investment income was $85K.

Key facts about Ella Ann Lee Holding Foundation

EIN: 26-3066843
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $57,000
Grants made (2024): 1
Average grant: $57,000
Median grant: $57,000
Total assets: $1,112,311
Primary geography: North Carolina (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

How Ella Ann Lee Holding Foundation gives

Giving held roughly steady from 2021 to 2024 (+4%). Method
In 2024 it paid out 88% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Next steps with Ella Ann Lee Holding Foundation

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+2.5% YoY

Annual Giving

$57K

-1.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$57K

-1.7% YoY

Under IRS private-foundation payout rules, Ella Ann Lee Holding Foundation reported a distributable amount of $65K for 2024 — the minimum it must pay out in qualifying distributions.

About Ella Ann Lee Holding Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $57K (100%)

Share of all 1 itemized 2024 grant dollars.

States

North Carolina

Cities

Raleigh

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,112,311	$1,085,247	$1,124,666
Revenue	$92,909	$27,173	$-22,816
Expenses	$65,845	$66,592	$79,240
Qualifying Distributions	$57,550	$58,600	$65,500
Net Investment Income	$84,505	$18,199	$10,046
Distributable Amount	$65,437	$56,630	$58,328

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2020–2024

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

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include North Carolina Symphony Inc ($57,000).

Recipient	Purpose	Amount
NORTH CAROLINA SYMPHONY INC Raleigh, NC	PROMOTION OF MUSICAL ACTIVITIES	$57,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

No officer or director reported compensation in the available filings.

From 2024 IRS filing

Name	Title	Hours	Compensation
Ella Ann Lee Holding	President	0.5	—
Olivia B Holding	VP/Secretary	0.5	—
Hope H Bryant	Treasurer	0.5	—
Frank B Holding Jr	Director	0.5	—
Carson Holding Brice	Director	0.5	—
Claire Holding Bristow	Director	0.5	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ella Ann Lee Holding Foundation?

Ella Ann Lee Holding Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Smithfield, NC. It holds $1.1M in total assets as of 2024.

How large is Ella Ann Lee Holding Foundation?

As of 2024, Ella Ann Lee Holding Foundation holds $1.1M in total assets with $93K in annual revenue. It awarded 1 grant totaling $57K in 2024.

Where does Ella Ann Lee Holding Foundation operate?

Ella Ann Lee Holding Foundation has awarded grants in North Carolina.

What size grants does Ella Ann Lee Holding Foundation award?

In 2024, Ella Ann Lee Holding Foundation awarded 1 grant totaling $57K — an average of about $57K per grant, based on its IRS Form 990 filings.

How much is Ella Ann Lee Holding Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ella Ann Lee Holding Foundation reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ella Ann Lee Holding Foundation's EIN?

Ella Ann Lee Holding Foundation's EIN (Employer Identification Number) is 26-3066843. IRS Form 990 filing data is available on this page for 2020–2024.