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.
Key facts about John M & Janie R Lee Charitable Tr
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.
- EIN
- 62-6364522
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $312,055
- Grants made (2026)
- 1
- Average grant
- $312,055
- Median grant
- $312,055
- Total assets
- $4,004,485
- Primary geography
- Tennessee (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$4.0M
+8.1% YoY
Annual Giving
$312K
+11.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$312K
+11.3% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vanderbilt University Medical Center Nashville, TN | General Operating | $312,055 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $4,004,485 | $3,704,369 | $3,881,294 |
| Revenue | $679,663 | $171,240 | $262,782 |
| Expenses | $380,518 | $347,437 | $330,720 |
| Qualifying Distributions | $329,604 | $297,409 | $282,318 |
| Net Investment Income | $630,787 | $124,151 | $218,945 |
| Distributable Amount | $337,086 | $328,977 | $296,200 |
Data update history
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
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.
Here's the math on researching John M & Janie R Lee Charitable Tr by hand.
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