James M Li and Elizabeth S Lee
James M Li and Elizabeth S Lee is a private foundation, based in Jupiter, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $485K in total assets. In 2025, it awarded 2 grants totaling $52K. Net investment income was $44K.
Key facts about James M Li and Elizabeth S Lee
In short: James M Li and Elizabeth S Lee gave $52K across 2 grants in 2025 (avg $26K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 82-6631444
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $51,500
- Grants made (2025)
- 2
- Average grant
- $25,750
- Median grant
- $25,750
- Total assets
- $485,016
- Primary geography
- Florida (71% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$485K
-2.0% YoY
Annual Giving
$52K
-3.7% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$26K
-3.7% YoY
Under IRS private-foundation payout rules, James M Li and Elizabeth S Lee reported a distributable amount of $33K for 2025 — the minimum it must pay out in qualifying distributions.
How James M Li and Elizabeth S Lee gives
- Giving grew 81% from 2022 to 2025. Method
- In 2025 it paid out 164% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $29K (2022) to $85K (2021). In 2025 it made 2 grants totaling $52K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Admirals Cove Foundation ($37K). Together the top 2 received $52K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 7 grants of 9 (78%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Admirals Cove Foundation Jupiter, FL | General Charitable Purposes | $36,500 |
| Trustee of Columbia University in the City of NY New York, NY | General Charitable Purposes | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $485,016 | $494,906 | $560,043 |
| Revenue | $51,010 | $-2,469 | $-41,595 |
| Expenses | $60,900 | $62,668 | $67,545 |
| Qualifying Distributions | $53,750 | $55,750 | $61,750 |
| Net Investment Income | $43,860 | — | — |
| Distributable Amount | $32,793 | $29,306 | $26,530 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Leadership & Key People
Officers and directors from IRS filings
James M Li and Elizabeth S Lee's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
James M. Li
Trustee
On filings since 2020
1 hr/week
No compensation reported
Elizabeth S. Lee
Trustee
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Elizabeth S Li (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 M Li and Elizabeth S Lee
How much does James M Li and Elizabeth S Lee give each year?
James M Li and Elizabeth S Lee gave $52K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $54K across 2 grants.
How large is James M Li and Elizabeth S Lee?
James M Li and Elizabeth S Lee reported $485K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $33K (roughly 5% of its investment assets).
Where does James M Li and Elizabeth S Lee operate?
James M Li and Elizabeth S Lee has awarded grants in Florida, New York.
What is James M Li and Elizabeth S Lee's EIN?
James M Li and Elizabeth S Lee's EIN (Employer Identification Number) is 82-6631444. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching James M Li and Elizabeth S Lee by hand.
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