H S Lee Family Foundation
H S Lee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA ROSA BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 5 grants totaling $1.4M. Net investment income was $724K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.9M
-15.8% YoY
Annual Giving
$1.4M
-52.1% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$290K
-42.5% YoY
Under IRS private-foundation payout rules, H S Lee Family Foundation reported a distributable amount of $237K for 2024 — the minimum it must pay out in qualifying distributions.
About H S Lee Family Foundation
Based on IRS filings
H S Lee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA ROSA BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.9M in total assets. In 2024, it awarded 5 grants totaling $1.4M. Net investment income was $724K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,949,538 | $4,691,642 | $6,679,340 |
| Revenue | $724,485 | $730,008 | $59,719 |
| Expenses | $1,466,589 | $3,060,588 | $45,864 |
| Qualifying Distributions | $1,450,000 | $3,024,000 | $15,000 |
| Net Investment Income | $724,485 | $730,008 | $262,283 |
| Distributable Amount | $237,421 | $334,828 | $412,065 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Lehigh University ($1,000,000), Surgical Education International ($300,000), Little Sisters of the Holy Family ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Nourishing Bethesda Bethesda, MD | GENERAL OPERATING SUPPORT | $40,000 |
| Calista Education and Culture Inc Anchorage, AK | GENERAL OPERATING SUPPORT | $10,000 |
| Little Sisters of the Holy Family Potomac, MD | GENERAL OPERATING SUPPORT | $100,000 |
| Lehigh University BETHLEHEM, PA | GENERAL OPERATING SUPPORT | $1,000,000 |
| Surgical Education International Irvine, CA | GENERAL OPERATING SUPPORT | $300,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HYO SANG LEE | PRESIDENT | — | — |
| SOO LEE | VICE-PRESIDENT | — | — |
| ARNOLD H LEE | TREASURER | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is H S Lee Family Foundation?
H S Lee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA ROSA BEACH, FL. It holds $3.9M in total assets as of 2024.
How large is H S Lee Family Foundation?
As of 2024, H S Lee Family Foundation holds $3.9M in total assets with $724K in annual revenue. It awarded 5 grants totaling $1.4M in 2024.
Where does H S Lee Family Foundation operate?
H S Lee Family Foundation has awarded grants in Alaska, Alabama, California, Maryland, New York, Pennsylvania.
What size grants does H S Lee Family Foundation award?
In 2024, H S Lee Family Foundation awarded 5 grants totaling $1.4M — an average of about $290K per grant, based on its IRS Form 990 filings.
How much is H S Lee Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, H S Lee Family Foundation reported a distributable amount of $237K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is H S Lee Family Foundation's EIN?
H S Lee Family Foundation's EIN (Employer Identification Number) is 82-3635509. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in H S Lee Family Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.