Joe R Lee Family Foundation Inc
Joe R Lee Family Foundation Inc is a private foundation, based in Wilmington, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 8 grants totaling $220K. Net investment income was $187K.
Joe R Lee Family Foundation Inc at a glance
In short: Joe R Lee Family Foundation Inc gave $220K across 8 grants in 2024 (avg $28K), mostly in Florida. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $220,000
- +2.3% vs 2023
- Grants made (2024)
- 8
- +14.3% vs 2023
- Average grant
- $27,500
- -10.5% vs 2023
- Median grant
- $25,000
- Total assets
- $4,344,673
- -1.4% vs 2023
- Primary geography
- Florida (70% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Joe R Lee Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was Boys & Girls Clubs of Central Florida ($100K). Together the top 7 received $220K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 22 grants of 27 (81%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
How Joe R Lee Family Foundation Inc gives
- Giving fell 27% from 2021 to 2024. Method
- In 2024 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $190K (2022) to $300K (2021). In 2024 it made 8 grants totaling $220K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Clubs of Central Florida Orlando, FL | Joe R. Lee Branch in Eatonville, FL FUND | $100,000 |
| Canine Companions for Independence Orlando, FL | In support of purchasing, training and care of a service dog | $25,000 |
| K9 Warriors Inc Galloway, NJ | General & Unrestricted | $25,000 |
| Mayo Clinic Rochester, MN | General & Unrestricted | $25,000 |
| The Church of ELEVEN22 Inc Jacksonville, FL | Jacksonville FL/San Pablo Campus "10:10 Life CAMPAIGN | $25,000 |
| MLC Ministries Inc Cumming, GA | God's Not Done Yet Campaign/Local Church Dawson Fund | $10,000 |
| Canine Companions for Independence Orlando, FL | General & Unrestricted | $5,000 |
| Mikeroweworks Foundation Los Angeles, CA | Scholarship Fund | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,344,673 | $232,738 | $296,047 | $220,000 | 8 | $249,317 | $186,714 | $278,048 |
| 2023 | $4,407,982 | $33,796 | $280,277 | $215,000 | 7 | $234,341 | $45,103 | $247,273 |
| 2022 | $4,654,463 | $116,650 | $266,452 | $190,000 | 6 | $211,219 | $70,089 | $253,359 |
| 2021 | $4,804,265 | $1,120,161 | $379,880 | $300,000 | 1 | $323,653 | $1,073,336 | $279,393 |
| 2020 | $4,063,984 | $330,883 | $315,592 | $240,000 | 5 | — | $277,341 | $248,756 |
Under IRS private-foundation payout rules, Joe R Lee Family Foundation Inc reported a distributable amount of $278K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joe R Lee Family Foundation Inc is led by Joe R Lee, President & Director on every filing since 2020; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Joe R Lee
President & Director
On filings since 2020
1 hr/week
No compensation reported
Carolyn Dale Lee
Vice President
On filings since 2020
1 hr/week
No compensation reported
Keena Rene Lee
Secretary
On filings since 2020
1 hr/week
No compensation reported
Michael Frederick Lee
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 Joe R Lee Family Foundation Inc
How much does Joe R Lee Family Foundation Inc give each year?
Joe R Lee Family Foundation Inc gave $220K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $215K across 7 grants.
What is Joe R Lee Family Foundation Inc's typical grant size?
Joe R Lee Family Foundation Inc's median grant in 2024 was $25,000, and its average grant was $27,500, across 8 grants on its 2024 IRS Form 990-PF.
Where does Joe R Lee Family Foundation Inc give grants?
Joe R Lee Family Foundation Inc gives mostly in Florida: 70% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (11%) and Minnesota (11%). The most frequent recipient cities were Orlando, FL (3 grants).
Does Joe R Lee Family Foundation Inc give general operating support?
Yes: 38% of Joe R Lee Family Foundation Inc's 2024 grants with a stated purpose (3 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Joe R Lee Family Foundation Inc's largest grantees?
Joe R Lee Family Foundation Inc's largest 2024 grantees include Boys & Girls Clubs of Central Florida ($100,000), Canine Companions for Independence ($30,000 across 2 grants) and K9 Warriors Inc ($25,000), according to its 2024 IRS Form 990-PF. Together they received 70% of its itemized 2024 grant dollars.
How large is Joe R Lee Family Foundation Inc?
Joe R Lee Family Foundation Inc reported $4.3M in total assets on its 2024 IRS Form 990-PF. It paid out $249K in qualifying distributions that year, against a required minimum of $278K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Joe R Lee Family Foundation Inc's EIN?
Joe R Lee Family Foundation Inc's EIN (Employer Identification Number) is 20-5975648. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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