Jonathan and Theresa Lee

ANAHEIM, CA EIN: 20-3069431

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 grants totaling $5K.

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 grants totaling $5K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AnaheimLos Angeles

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$165K$330K$496K$661K20202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$150K$300K$450K$600K1 grants20203 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Eastside Christian Church$5K

Grant Size Distribution

7 grants across all recorded years

2<$50K2$50–100K2$100–250K$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Eastside Christian Church ($5,000).

RecipientPurposeAmount
Eastside Christian Church Anaheim, CAGeneral Feeding/Clothing of poor$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Jonathan LeePresident
Theresa LeeSecretary/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 grants 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 grants 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 April 2026. Sourced from IRS Form 990-PF filings.

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