Lee and Carol Tager Family Foundation

AUBURN, CA EIN: 27-4268264

The Lee and Carol Tager Family Foundation is a private family foundation based in Auburn, California. Established in 2011, the foundation supports public charity programs across multiple sectors and geographic regions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.8M

+6.8% YoY

Annual Giving

$165K

-41.2% YoY

Grant Count

79

+14.5% YoY

Avg Grant Size

$2K

-48.7% YoY

Under IRS private-foundation payout rules, Lee and Carol Tager Family Foundation reported a distributable amount of $328K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation primarily funds the support of public charity programs. Its grantmaking focuses on three main areas:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Grantmaking

The foundation supports a diverse range of nonprofit organizations across its focus areas.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

  • California
  • New York
  • Illinois

Grant Distribution by State

23states
+15 more states

Cities

AlexandriaArroyo GrandeAtascaderoAuburnAustinBerkeleyBoiseBrooklineCaldwellCaryChagrin FallsChicagoClinton TownshipColumbiaDavisDenverDublinElk GroveErlangerFolsom

Financial History

Multi-year comparison from IRS filings

As of 2023:

  • Total assets: $3,548,157
  • Total revenues: $407,621
  • Total expenses: $283,073
  • Grants and contributions: $270,000
  • Investment income and dividends: $64,522

As of 2024:

  • Total assets: $3,787,743
  • Total giving: $165,100

Staffing:

  • Number of employees: 0
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$174K$349K$523K$698K20202021202220232024
Metric202420232022
Total Assets$3,787,743$3,548,157$3,411,684
Revenue$382,434$407,621$361,915
Expenses$167,435$283,073$297,778
Qualifying Distributions$165,100$280,850$280,850
Net Investment Income$207,434$137,621$111,915
Distributable Amount$327,866$273,789$247,550

Giving Over Time

Total grant dollars and number of grants per year

$0$70K$140K$211K$281K77 grants202063 grants202178 grants202269 grants202379 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CALIFORNIA EMERGENCY FOO…$13KAMERICAN RED CROSS-SIERR…$10KADDARIO LUNG CANCER MEDI…$5KCURE ALZHEIMER'S FUND$5KDIRECT RELIEF$5KCHILD ADVOCATES OF PLACE…$4KAMERICARES$3KFEEDING AMERICA$3KHILLEL AT DAVIS AND SACR…$3KINTERNATIONAL RELIEF TEAMS$3K

Grant Size Distribution

250 grants across all recorded years

247<$50K1$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include California Emergency Food Link ($12,500), American Red Cross-sierra Delta ($10,000), Addario Lung Cancer Medical Institute ($5,000).

RecipientPurposeAmount
10000 DEGREES SAN RAFAEL, CASUPPORT OF PUBLIC CHARITY PROGRAM$1,000
5CITIES HOMELESS COALITION GROVER BEACH, CASUPPORT OF PUBLIC CHARITY PROGRAM$1,000
ACLU NORTHERN CALIFORNIA SAN FRANCISCO, CASUPPORT OF PUBLIC CHARITY PROGRAM$1,000
ADDARIO LUNG CANCER MEDICAL INSTITUTE SAN CARLOS, CASUPPORT OF PUBLIC CHARITY PROGRAM$5,000
ADVOCATES AGAINST FAMILY VIOLENCE CALDWELL, IDSUPPORT OF PUBLIC CHARITY PROGRAM$250
ALLIES AGAINST SLAVERY AUSTIN, TXSUPPORT OF PUBLIC CHARITY PROGRAM$250
AMERICAN BREAST CANCER FOUNDATION COLUMBIA, MDSUPPORT OF PUBLIC CHARITY PROGRAM$500
AMERICAN JEWISH WORLD SERVICE NEW YORK, NYSUPPORT OF PUBLIC CHARITY PROGRAM$2,000
AMERICAN KIDNEY FUND ROCKVILLE, MDSUPPORT OF PUBLIC CHARITY PROGRAM$2,000
AMERICAN LUNG ASSOCATION CHICAGO, ILSUPPORT OF PUBLIC CHARITY PROGRAM$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
MELINDA NAYEPRESIDENT2.5
ANDREA BERNARDVICE PRESIDENT0.5
LEON H TAGERTREASURER2.5
AMBER DAVISSECRETARY0.5
CAROL R TAGERDIRECTOR0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Lee and Carol Tager Family Foundation fund?

The foundation primarily funds the support of public charity programs. Its grantmaking focuses on three main areas: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services

How do I apply for a grant from Lee and Carol Tager Family Foundation?

**Grant Activity:** • Total giving (2023): $165,100 • Total giving (most recent): $165,100 • Made 69 grants in 2023 • Typical award range: $100–$110,000 **Recent Grant Examples (2023):** • Maui Food Bank: $11,500 • United Way of Northern California: $10,000 • Direct Relief: $10,000 • Jewish Federation of Sacramento: (amount not specified) The foundation supports a diverse range of nonprofit organizations across its focus areas.

Where does Lee and Carol Tager Family Foundation make grants?

The foundation primarily funds organizations in: • California • New York • Illinois

What size grants does Lee and Carol Tager Family Foundation award?

In 2024, Lee and Carol Tager Family Foundation awarded 79 grants totaling $165K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Lee and Carol Tager Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lee and Carol Tager Family Foundation reported a distributable amount of $328K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lee and Carol Tager Family Foundation's EIN?

Lee and Carol Tager Family Foundation's EIN (Employer Identification Number) is 27-4268264. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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