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
Ready to take the next step with John M & Janie R Lee Charitable Tr?
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.
Explore Open Grants
Browse active grant opportunities in John M & Janie R Lee Charitable Tr's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
The Us Charitable Gift Trust
BOSTON, MA
Assets
$2.2B
Grants
6,518
Total Given
$231.4M
Ernst & Young Foundation
NEW YORK, NY
Assets
$43.3M
Grants
631
Total Given
$16.8M
Cayman Biomedical Research Institute
ANN ARBOR, MI
Assets
$538K
Grants
31
Total Given
$261K
President and Fellows of Harvard College
CAMBRIDGE, MA
Assets
$74.4B
Grants
344
Total Given
$181.7M
The Community Foundation of Louisville
LOUISVILLE, KY
Assets
$22.0M
Grants
373
Total Given
$18.6M
The Commonwealth Fund
NEW YORK, NY
Assets
$922.7M
Grants
534
Total Given
$31.3M
Alzheimer's Disease & Related Disorders
CHICAGO, IL
Assets
$523.7M
Grants
79
Total Given
$73.3M
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
Brown University
PROVIDENCE, RI
Assets
$10.0B
Grants
235
Total Given
$45.5M
Tch Jural Couey Carter
ORLANDO, FL
Assets
$353K
Grants
5
Total Given
$12K
Christian Community Foundation of
MEMPHIS, TN
Assets
$218.6M
Grants
612
Total Given
$82.3M
Yale University
NEW HAVEN, CT
Assets
$55.2B
Grants
344
Total Given
$137.2M
More Funders in Florida
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with John M & Janie R Lee Charitable Tr on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities