Harold Lee And Vernita Ruth McEachern Family

WILMINGTON, DE EIN: 31-1770414

Harold Lee And Vernita Ruth McEachern Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 5 grants totaling $133K. Net investment income was $107K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

-3.9% YoY

Annual Giving

$133K

+6.3% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$27K

+6.3% YoY

Under IRS private-foundation payout rules, Harold Lee And Vernita Ruth McEachern Family reported a distributable amount of $184K for 2024 — the minimum it must pay out in qualifying distributions.

About Harold Lee And Vernita Ruth McEachern Family

Based on IRS filings

Harold Lee And Vernita Ruth McEachern Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 5 grants totaling $133K. Net investment income was $107K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Los GatosMinneapolisMoorheadMorrisSan FranciscoSan Jose

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$47K$93K$140K$187K20202021202220232024
Metric202420232022
Total Assets$2,239,545$2,331,298$2,404,299
Revenue$76,595$84,431$82,463
Expenses$168,348$157,432$167,597
Qualifying Distributions$166,883$156,176$165,997
Net Investment Income$107,052$105,399$85,798
Distributable Amount$183,643$159,858$158,931

Giving Over Time

Total grant dollars and number of grants per year

$0$35K$70K$105K$140K1 grants20204 grants20216 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

THE ROMAN CATHOLIC BISHO…$50KHILLBROOK SCHOOL$48KCONCORDIA COLLEGE CORPOR…$25KTHE ROMAN CATHOLIC BISHO…$5KTHE ROMAN CATHOLIC BISHO…$5K

Grant Size Distribution

21 grants across all recorded years

15<$50K5$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Roman Catholic Bishop of San Jose ($50,000), Hillbrook School ($47,900), Concordia College Corporation ($25,000).

RecipientPurposeAmount
CONCORDIA COLLEGE CORPORATION MOORHEAD, MNConcordia College's Softball program at the discretion of Coach Scott Carter for equipment needs, field and dugout improvements, player experience, etc. that are above and beyond the softball athletic budget$25,000
HILLBROOK SCHOOL LOS GATOS, CAHillbrook School Annual Benefit 2024 event$47,900
THE ROMAN CATHOLIC BISHOP OF SAN JOSE SAN JOSE, CATo fund a classroom initiative at Saint Frances Cabrini$5,000
THE ROMAN CATHOLIC BISHOP OF SAN JOSE SAN JOSE, CACharitable Event$5,000
THE ROMAN CATHOLIC BISHOP OF SAN JOSE SAN JOSE, CASaint Frances Cabrini School Library Project$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Robilyn BowmanDir, Pres$5KAndrew KlobnockDir, Sec, Treas, VP$5KEmma BowmanDir$2KRyan BowmanDir$2K

From 2024 filing

NameTitleHoursCompensation
Emma BowmanDir1$2,000
Robilyn BowmanDir, Pres2$5,000
Ryan BowmanDir1$2,000
Andrew KlobnockDir, Sec, Treas, VP2$5,000

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Harold Lee And Vernita Ruth McEachern Family?

Harold Lee And Vernita Ruth McEachern Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $2.2M in total assets as of 2024.

How large is Harold Lee And Vernita Ruth McEachern Family?

As of 2024, Harold Lee And Vernita Ruth McEachern Family holds $2.2M in total assets with $77K in annual revenue. It awarded 5 grants totaling $133K in 2024.

Where does Harold Lee And Vernita Ruth McEachern Family operate?

Harold Lee And Vernita Ruth McEachern Family has awarded grants in California, Minnesota.

What size grants does Harold Lee And Vernita Ruth McEachern Family award?

In 2024, Harold Lee And Vernita Ruth McEachern Family awarded 5 grants totaling $133K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Harold Lee And Vernita Ruth McEachern Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harold Lee And Vernita Ruth McEachern Family reported a distributable amount of $184K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harold Lee And Vernita Ruth McEachern Family's EIN?

Harold Lee And Vernita Ruth McEachern Family's EIN (Employer Identification Number) is 31-1770414. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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