James B Lee Jr Scholarship Fund IN

Public charity · Grantmaker Southampton, NY EIN: 20-5269657

To further charitable and educational purposes by providing scholarships to individuals for study at a college, university, or vocational school.

Key facts about James B Lee Jr Scholarship Fund IN

In short: James B Lee Jr Scholarship Fund IN gave $10K across 1 grant in 2025 (avg $10K), mostly in Illinois. Source: 2025 IRS Form 990.

EIN
20-5269657
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$10,000
Grants made (2025)
1
Average grant
$10,000
Median grant
$10,000
Total assets
$4,055,400
Primary geography
Illinois (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$4.1M

+9.6% YoY

Annual Giving

$10K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$10K

+0.0% YoY

About James B Lee Jr Scholarship Fund IN

Based on IRS filings

James B Lee Jr Scholarship Fund IN is a public charity focused on Education, based in Southampton, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.1M in total assets. In 2025, it awarded 1 grant totaling $10K. Net investment income was $229K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Glenview

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K0 grants2019 0 grants2020 0 grants2021 0 grants2022 1 grant2023 1 grant2024 1 grant2025

From 2023 to 2025, annual grant giving ranged from $10K (2023) to $10K (2025). In 2025 it made 1 grant totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Evans Scholars Foundation: $10KEvans Scholars Foundation$10K

The largest 2025 recipient was Evans Scholars Foundation ($10K).

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Evans Scholars Foundation Glenview, ILGeneral Support$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$4,055,400$3,701,751$3,001,999
Revenue$702,405$675,266$584,458
Expenses$462,710$508,698$465,494
Net Investment Income$229,480$100,486$78,016

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS March 11, 2020)
  2. Added Form 990 for fiscal year 2025 (received by the IRS June 25, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

James B Lee Jr Scholarship Fund IN is led by Michael X. McBride, President since 2025 (on filings since 2019); none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Michael X. McBride

    President

    President & Director → President, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

  • James B. Lee III

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Richard R. Plum

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Paul Ellwood

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Winston W. Hutchins

    Treasurer & Secretary

    Secretary, Treasurer & Director → Treasurer & Secretary, 2025

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about James B Lee Jr Scholarship Fund IN

How much does James B Lee Jr Scholarship Fund IN give each year?

James B Lee Jr Scholarship Fund IN gave $10K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $10K across 1 grant.

How large is James B Lee Jr Scholarship Fund IN?

James B Lee Jr Scholarship Fund IN reported $4.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $702K.

What is James B Lee Jr Scholarship Fund IN?

James B Lee Jr Scholarship Fund IN is a public charity focused on Education, based in Southampton, NY. It holds $4.1M in total assets as of 2025.

Where does James B Lee Jr Scholarship Fund IN operate?

James B Lee Jr Scholarship Fund IN has awarded grants in Illinois.

What is James B Lee Jr Scholarship Fund IN's EIN?

James B Lee Jr Scholarship Fund IN's EIN (Employer Identification Number) is 20-5269657. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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