Henry and Shirley Lee Foundation is a private foundation focused on Education, based in LAGUNA WOODS, CA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 4 grants totaling $29K.
Key facts about Henry and Shirley Lee Foundation
- EIN
- 47-5352519
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $28,873
- Grants made (2023)
- 4
- Average grant
- $7,218
- Median grant
- $5,500
- Primary geography
- California (100% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated April 2026.
Who Henry and Shirley Lee Foundation funds
By grant dollars, the top recipient states for Henry and Shirley Lee Foundation's 4 itemized 2023 grants were California (100%). The most frequent recipient cities were Laguna Woods, CA (2 grants). None of its 4 grants with a stated purpose were described as general or operating support. Recurring purposes include "Support" (4 grants).
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$29K
-8.4% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$7K
-8.4% YoY
About Henry and Shirley Lee Foundation
Based on IRS filings
Henry and Shirley Lee Foundation is a private foundation focused on Education, based in LAGUNA WOODS, CA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 4 grants totaling $29K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2023 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | — | $28,877 | $20,398 |
| Revenue | — | $40,000 | $20,000 |
| Expenses | $28,873 | $31,525 | $14,020 |
| Qualifying Distributions | $28,873 | $31,525 | $14,000 |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2023
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest recipients include Misc Organizations ($16,873), Saddlebak Memorial ($6,000), UCI Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Misc Organizations Laguna Woods, CA | Support | $16,873 |
| Saddlebak Memorial Laguna Hills, CA | Support | $6,000 |
| UCI Foundation Irvine, CA | Support | $5,000 |
| Chinese-American Club and Others Laguna Woods, CA | Support | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Shirley Lee | Secretary | — | — |
| Henry Lee | President | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Henry and Shirley Lee Foundation?
Henry and Shirley Lee Foundation is a private foundation focused on Education, based in LAGUNA WOODS, CA. It holds — in total assets as of 2023.
Where does Henry and Shirley Lee Foundation operate?
Henry and Shirley Lee Foundation has awarded grants in California.
What size grants does Henry and Shirley Lee Foundation award?
In 2023, Henry and Shirley Lee Foundation awarded 4 grants totaling $29K — an average of about $7K per grant, based on its IRS Form 990 filings.
What is Henry and Shirley Lee Foundation's EIN?
Henry and Shirley Lee Foundation's EIN (Employer Identification Number) is 47-5352519. IRS Form 990 filing data is available on this page for 2020–2023.
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Browse active grant opportunities in Henry and Shirley Lee 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.