John M & Janie R Lee Charitable Tr
John M & Janie R Lee Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 1 grants totaling $280K. Net investment income was $124K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.7M
-4.6% YoY
Annual Giving
$280K
+5.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$280K
+5.2% YoY
Under IRS private-foundation payout rules, John M & Janie R Lee Charitable Tr reported a distributable amount of $329K for 2025 — the minimum it must pay out in qualifying distributions.
About John M & Janie R Lee Charitable Tr
Based on IRS filings
John M & Janie R Lee Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 1 grants totaling $280K. Net investment income was $124K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,704,369 | $3,881,294 | $3,943,337 |
| Revenue | $171,240 | $262,782 | $354,960 |
| Expenses | $347,437 | $330,720 | $460,698 |
| Qualifying Distributions | $297,409 | $282,318 | $416,117 |
| Net Investment Income | $124,151 | $218,945 | $311,751 |
| Distributable Amount | $328,977 | $296,200 | $391,509 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Vanderbilt University Medical Center ($280,487).
| Recipient | Purpose | Amount |
|---|---|---|
| VANDERBILT UNIVERSITY MEDICAL CENTER NASHVILLE, TN | GENERAL OPERATING | $280,487 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TRUIST BANK | TRUSTEE | 1 | $28,844 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is John M & Janie R Lee Charitable Tr?
John M & Janie R Lee Charitable Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORLANDO, FL. It holds $3.7M in total assets as of 2025.
How large is John M & Janie R Lee Charitable Tr?
As of 2025, John M & Janie R Lee Charitable Tr holds $3.7M in total assets with $171K in annual revenue. It awarded 1 grants totaling $280K in 2025.
Where does John M & Janie R Lee Charitable Tr operate?
John M & Janie R Lee Charitable Tr has awarded grants in Tennessee.
What size grants does John M & Janie R Lee Charitable Tr award?
In 2025, John M & Janie R Lee Charitable Tr awarded 1 grants totaling $280K — an average of about $280K per grant, based on its IRS Form 990 filings.
How much is John M & Janie R Lee Charitable Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, John M & Janie R Lee Charitable Tr reported a distributable amount of $329K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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