Juliana Lee Foundation

Foundation · Grantmaker Palo Alto, CA EIN: 47-5285237

Juliana Lee Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Palo Alto, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $51K in total assets. In 2024, it awarded 10 grants totaling $20K.

Key facts about Juliana Lee Foundation

In short: Juliana Lee Foundation gave $20K across 10 grants in 2024 (avg $2K), mostly in California. 60% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
47-5285237
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$19,671
Grants made (2024)
10
Average grant
$1,967
Median grant
$1,000
New grantees (estimate)
60% first-time grantees (6 of 10, 2024)
Total assets
$50,502
Primary geography
California (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$51K

+25.6% YoY

Annual Giving

$20K

-24.4% YoY

Grant Count

10

-28.6% YoY

Avg Grant Size

$2K

+5.8% YoY

Under IRS private-foundation payout rules, Juliana Lee Foundation reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.

Is Juliana Lee Foundation open to new grantees?

60%

first-time grantees, 2024

In 2024, 6 of 10 grantees (60%) were first-time recipients. First grants averaged $2K; repeat grants $2K. How we count

Medians: $425 first-time, $2K repeat.

  • 30% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−6%). Method
  • In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 10 itemized 2024 grant dollars.

States

Cities

Palo AltoLos AltosMenlo ParkMountain ViewStanfordSan JoseBerkerlyCampbellCupertinoMonterey ParkMoss LandingRedwood CitySan FranciscoSaratogaSunnyvaleWalnut

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K12 grants20206 grants202110 grants202214 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Pie: $11KPie$11KMountain View Education Foundation: $2KMountain View EducationFoundation$2KPalo Alto Chinese School: $2KPalo Alto Chinese School$2KJoy Foundation: $2KJoy Foundation$2KBarron Park PTA: $2KBarron Park PTA$2KMvla High School Foundation: $500Mvla High School Foundation$500Duo Duo Project: $500Duo Duo Project$500Baloon: $350Baloon$350Tsghsaa: $250Tsghsaa$250Montclaire Parent Teacher Org: $25Montclaire Parent Teacher Org$25

Grant Size Distribution

52 grants across all recorded years

52<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
PIE Palo Alto, CAFUNDING ASSISTANCE$11,000
MOUNTAIN VIEW EDUCATION FOUNDATION Mountain View, CAFUNDING ASSISTANCE$2,000
PALO ALTO CHINESE SCHOOL Palo Alto, CAFUNDING ASSISTANCE$1,800
JOY FOUNDATION Menlo Park, CAFUNDING ASSISTANCE$1,746
BARRON PARK PTA Palo Alto, CAFUNDING ASSISTANCE$1,500
MVLA HIGH SCHOOL FOUNDATION Los Altos, CAFUNDING ASSISTANCE$500
DUO DUO PROJECT Sunnyvale, CAFUNDING ASSISTANCE$500
BALOON Palo Alto, CAFUNDING ASSISTANCE$350
TSGHSAA Saratoga, CAFUNDING ASSISTANCE$250
MONTCLAIRE PARENT TEACHER ORG Los Altos, CAFUNDING ASSISTANCE$25

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K20202021202220232024
Metric202420232022
Total Assets$50,502$40,204$68,559
Revenue$34,800$2,640$18,000
Expenses$24,502$30,995$34,823
Qualifying Distributions$21,771$26,035$34,197
Net Investment Income———
Distributable Amount$1,375$2,618$3,708

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Juliana Lee Foundation is led by Juliana Lee, Director on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2024 filing

  • Juliana Lee

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Juliana Lee Foundation

How much does Juliana Lee Foundation give each year?

Juliana Lee Foundation gave $20K across 10 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $26K across 14 grants.

What is Juliana Lee Foundation's typical grant size?

Juliana Lee Foundation's median grant in 2024 was $1,000, and its average grant was $1,967, across 10 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Juliana Lee Foundation that year got $2K on average.

Where does Juliana Lee Foundation give grants?

Juliana Lee Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Palo Alto, CA (4 grants) and Los Altos, CA (2 grants).

Does Juliana Lee Foundation give general operating support?

Not in 2024: none of the 10 grants with a stated purpose on Juliana Lee Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Funding Assistance" (10 grants).

Who are Juliana Lee Foundation's largest grantees?

Juliana Lee Foundation's largest 2024 grantees include Pie ($11,000), Mountain View Education Foundation ($2,000) and Palo Alto Chinese School ($1,800), according to its 2024 IRS Form 990-PF. Together they received 75% of its itemized 2024 grant dollars.

How large is Juliana Lee Foundation?

Juliana Lee Foundation reported $51K in total assets on its 2024 IRS Form 990-PF. It paid out $22K in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets).

What is Juliana Lee Foundation?

Juliana Lee Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Palo Alto, CA. It holds $51K in total assets as of 2024.

What is Juliana Lee Foundation's EIN?

Juliana Lee Foundation's EIN (Employer Identification Number) is 47-5285237. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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