Joe R Lee Family Foundation Inc
Joe R Lee Family Foundation Inc 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 $4.3M in total assets. In 2024, it awarded 8 grants totaling $220K. Net investment income was $187K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.3M
-1.4% YoY
Annual Giving
$220K
+2.3% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$28K
-10.5% YoY
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.
About Joe R Lee Family Foundation Inc
Based on IRS filings
Joe R Lee Family Foundation Inc 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 $4.3M in total assets. In 2024, it awarded 8 grants totaling $220K. Net investment income was $187K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,344,673 | $4,407,982 | $4,654,463 |
| Revenue | $232,738 | $33,796 | $116,650 |
| Expenses | $296,047 | $280,277 | $266,452 |
| Qualifying Distributions | $249,317 | $234,341 | $211,219 |
| Net Investment Income | $186,714 | $45,103 | $70,089 |
| Distributable Amount | $278,048 | $247,273 | $253,359 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
27 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Boys & Girls Clubs of Central Florida ($100,000), Canine Companions for Independence ($25,000), K9 Warriors Inc ($25,000).
| 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 | General & Unrestricted | $5,000 |
| 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 |
| MIKEROWEWORKS FOUNDATION LOS ANGELES, CA | Scholarship Fund | $5,000 |
| MLC MINISTRIES INC CUMMING, GA | God's Not Done Yet Campaign/Local Church Dawson Fund | $10,000 |
| THE CHURCH OF ELEVEN22 INC JACKSONVILLE, FL | Jacksonville FL/San Pablo Campus "10:10 Life CAMPAIGN | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Carolyn Dale Lee | VP | 1 | — |
| Joe R Lee | Pres, Dir | 1 | — |
| Keena Rene Lee | Sec | 1 | — |
| Michael Frederick Lee | Treas | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joe R Lee Family Foundation Inc?
Joe R Lee Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $4.3M in total assets as of 2024.
How large is Joe R Lee Family Foundation Inc?
As of 2024, Joe R Lee Family Foundation Inc holds $4.3M in total assets with $233K in annual revenue. It awarded 8 grants totaling $220K in 2024.
Where does Joe R Lee Family Foundation Inc operate?
Joe R Lee Family Foundation Inc has awarded grants in California, Florida, Georgia, Minnesota, New Jersey, New York.
What size grants does Joe R Lee Family Foundation Inc award?
In 2024, Joe R Lee Family Foundation Inc awarded 8 grants totaling $220K — an average of about $28K per grant, based on its IRS Form 990 filings.
How much is Joe R Lee Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joe R Lee Family Foundation Inc reported a distributable amount of $278K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Joe R Lee Family Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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