Jonathan and Theresa Lee
Jonathan and Theresa Lee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Anaheim, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $102K in total assets. In 2024, it awarded 1 grant totaling $5K.
Key facts about Jonathan and Theresa Lee
- EIN
- 20-3069431
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $5,000
- Grants made (2024)
- 1
- Average grant
- $5,000
- Median grant
- $5,000
- Total assets
- $102,069
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
How Jonathan and Theresa Lee gives
- Giving fell 98% from 2021 to 2024. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with Jonathan and Theresa Lee
- How to evaluate Jonathan and Theresa Lee as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$102K
+169.9% YoY
Annual Giving
$5K
-99.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$5K
-99.2% YoY
About Jonathan and Theresa Lee
Based on IRS filings
Jonathan and Theresa Lee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Anaheim, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $102K in total assets. In 2024, it awarded 1 grant totaling $5K.
Focus Areas
Ready to take the next step with Jonathan and Theresa Lee?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $102,069 | $37,819 | $238,519 |
| Revenue | $70,000 | $400,000 | $150,000 |
| Expenses | $5,750 | $600,700 | $100,675 |
| Qualifying Distributions | $5,000 | $600,000 | $100,000 |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 2024
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Eastside Christian Church ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Eastside Christian Church Anaheim, CA | General Feeding/Clothing of poor | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Jonathan Lee | President | — | — |
| Theresa Lee | Secretary/CFO | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jonathan and Theresa Lee?
Jonathan and Theresa Lee is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Anaheim, CA. It holds $102K in total assets as of 2024.
How large is Jonathan and Theresa Lee?
As of 2024, Jonathan and Theresa Lee holds $102K in total assets with $70K in annual revenue. It awarded 1 grant totaling $5K in 2024.
Where does Jonathan and Theresa Lee operate?
Jonathan and Theresa Lee has awarded grants in California.
What size grants does Jonathan and Theresa Lee award?
In 2024, Jonathan and Theresa Lee awarded 1 grant totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.
What is Jonathan and Theresa Lee's EIN?
Jonathan and Theresa Lee's EIN (Employer Identification Number) is 20-3069431. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.