John M & Janie R Lee Charitable Tr
John M & Janie R Lee Charitable Tr is a private foundation, based in Orlando, FL. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $4.0M in total assets. In 2026, it awarded 1 grant totaling $312K. Net investment income was $631K.
John M & Janie R Lee Charitable Tr at a glance
In short: John M & Janie R Lee Charitable Tr gave $312K across 1 grant in 2026 (avg $312K), mostly in Tennessee. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $312,055
- +11.3% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $312,055
- +11.3% vs 2025
- Median grant
- $312,055
- Total assets
- $4,004,485
- +8.1% vs 2025
- Primary geography
- Tennessee (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who John M & Janie R Lee Charitable Tr funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Vanderbilt University Medical Center ($312K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How John M & Janie R Lee Charitable Tr gives
- Giving fell 22% from 2023 to 2026. Method
- In 2026 it paid out 98% 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 2021 to 2026, annual grant giving ranged from $246K (2022) to $401K (2023). In 2026 it made 1 grant totaling $312K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vanderbilt University Medical Center Nashville, TN | General Operating | $312,055 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $4,004,485 | $679,663 | $380,518 | $312,055 | 1 | $329,604 | $630,787 | $337,086 |
| 2025 | $3,704,369 | $171,240 | $347,437 | $280,487 | 1 | $297,409 | $124,151 | $328,977 |
| 2024 | $3,881,294 | $262,782 | $330,720 | $266,605 | 1 | $282,318 | $218,945 | $296,200 |
| 2023 | $3,943,337 | $354,960 | $460,698 | $400,791 | 1 | $416,117 | $311,751 | $391,509 |
| 2022 | $3,947,169 | $123,550 | $313,018 | $246,452 | 1 | $262,547 | $92,697 | $307,308 |
| 2021 | $4,141,257 | $557,204 | $310,268 | $252,466 | 1 | — | $516,981 | $260,922 |
Under IRS private-foundation payout rules, John M & Janie R Lee Charitable Tr reported a distributable amount of $337K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John M & Janie R Lee Charitable Tr's only listed officer is Truist Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Truist Bank
Trustee
On filings since 2022
1 hr/week
$27K (2022) → $30K (2026)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $30K, to Truist Bank (Trustee).
Frequently asked questions about John M & Janie R Lee Charitable Tr
How much does John M & Janie R Lee Charitable Tr give each year?
John M & Janie R Lee Charitable Tr gave $312K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $280K across 1 grant.
How large is John M & Janie R Lee Charitable Tr?
John M & Janie R Lee Charitable Tr reported $4.0M in total assets on its 2026 IRS Form 990-PF. It paid out $330K in qualifying distributions that year, against a required minimum of $337K (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.
Where does John M & Janie R Lee Charitable Tr operate?
John M & Janie R Lee Charitable Tr has awarded grants in Tennessee.
What is John M & Janie R Lee Charitable Tr's EIN?
John M & Janie R Lee Charitable Tr's EIN (Employer Identification Number) is 62-6364522. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 1, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work John M & Janie R Lee Charitable Tr funds
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