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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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