Lee Bank Foundation Inc
Lee Bank Foundation Inc is a private foundation based in Lee, Massachusetts. Established in 2021, it supports nonprofit organizations whose programs and projects benefit residents of Berkshire County, with a stated emphasis on direct, measurable impact for youth and families.
Lee Bank Foundation Inc at a glance
In short: Lee Bank Foundation Inc gave $209K across 42 grants in 2025 (avg $5K), mostly in Massachusetts. 29% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $208,500
- +14.3% vs 2024
- Grants made (2025)
- 42
- +2.4% vs 2024
- Average grant
- $4,964
- +11.6% vs 2024
- Median grant
- $5,000
- Total assets
- $5,331,892
- +5.8% vs 2024
- New grantees (estimate)
- 29% first-time grantees (12 of 42, 2025)
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Lee Bank Foundation Inc
- How to Apply
-
The foundation’s filing directs applicants to submit an application through the Lee Bank website. Its website says eligible 501(c)(3) organizations may apply for programs and projects that directly benefit Berkshire County residents. Organizations may receive one foundation grant within a 12-month period; funding for the same program is limited to three consecutive years, after which an organization must apply for a new program or take a one-year break before reapplying. The foundation does not restrict giving to preselected organizations.
- Review Cycle
- December 1, 2026.
- Deadline
- December 1, 2026.
- Contact
Application contact: Alison Brigham
Mailing address: 75 Park Street, Lee, MA 01238
Phone: (413) 243-0117
Email: requests@leebank.com
Website: https://leebank.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lee Bank Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Construct ($10K). Together the top 10 received $85K.
Grant Size Distribution
180 grants across all recorded years
The most common grant size was under $50K: 180 grants of 180 (100%).
Geographic Focus
Where this funder awards grants
The foundation’s website identifies Berkshire County as its service area and says its grants should directly benefit county residents, with a strong preference for organizations rooted in the local community. In filing year 2025, all reported grant dollars went to recipients in Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 42 itemized grants.
Cities
Is Lee Bank Foundation Inc open to new grantees?
29%
first-time grantees, 2025
In 2025, 12 of 42 grantees (29%) were first-time recipients. First grants averaged $5K; repeat grants $5K. How we count
Medians: $5K first-time, $5K repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−19%). Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $56K (2021) to $258K (2022). In 2025 it made 42 grants totaling $209K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Construct Great Barrington, MA | Exempt Purpose | $10,000 |
| Elizabeth Freeman Center Pittsfield, MA | Exempt Purpose | $10,000 |
| Mahaiwe Performing Arts Center Great Barrington, MA | Exempt Purpose | $10,000 |
| Volunteers in Medicine- Vim Berkshires Great Barrington, MA | Exempt Purpose | $10,000 |
| Berkshire Agricultural Ventures Great Barrington, MA | Exempt Purpose | $7,500 |
| Berkshire Film & Media Collaborative Pittsfield, MA | Exempt Purpose | $7,500 |
| Berkshire Grown Great Barrington, MA | Exempt Purpose | $7,500 |
| Big Brothers Big Sisters of Western MA West Springfield, MA | Exempt Purpose | $7,500 |
| Downtown Pittsfield Cultural Association Pittsfield, MA | Exempt Purpose | $7,500 |
| Root Rising Pittsfield, MA | Exempt Purpose | $7,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,331,892 | $360,709 | $255,201 | $208,500 | 42 | $211,700 | $315,203 | $250,757 |
| 2024 | $5,041,613 | $1,474,348 | $217,573 | $182,370 | 41 | $186,070 | $104,910 | $209,742 |
| 2023 | $3,421,538 | $1,199,364 | $230,803 | $204,470 | 45 | $207,670 | $44,136 | $134,462 |
| 2022 | $2,066,313 | $1,566,694 | $276,247 | $258,060 | 41 | $263,435 | $172,675 | $81,655 |
| 2021 | $1,109,074 | $1,153,010 | $78,692 | $55,500 | 11 | $78,406 | $1,057 | $26,667 |
Under IRS private-foundation payout rules, Lee Bank Foundation Inc reported a distributable amount of $251K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated primary focus is reducing the opportunity and wealth gap for youth and families in Berkshire County. Its areas of interest include education and literacy; food security and nutrition; economic growth and development; health and human services; mentorship, internships, and school-to-work initiatives; and arts and culture. The foundation gives priority to organizations supporting and empowering low-to-moderate-income residents.
The foundation supports eligible 501(c)(3) organizations through program- and project-based grants. Its website says these should have clearly defined goals and outcomes and that funding is designed for programs and projects rather than general operating expenses or capital campaigns. Its 2024 filing states that it may occasionally fund general operating expenses and capital projects.
Its 2025 grantees illustrate a range of work. Construct describes its mission as providing affordable housing solutions and related support services to neighbors with low and moderate incomes. Elizabeth Freeman Center says it provides free, accessible, confidential services to people experiencing or affected by domestic and sexual violence. Mahaiwe Performing Arts Center describes presenting performances, film, cultural events, and educational and family programs. Other recipients included organizations whose stated work involves local food systems, job readiness, early-childhood development, and arts access for people with disabilities.
Grantmaking
In filing year 2025, the foundation reported 42 grants totaling $208,500. The grants ranged from $1,000 to $10,000, with a median of $5,000. Its website lists typical grant amounts of $1,000 to $25,000.
The largest 2025 grants included $10,000 each to Construct, Elizabeth Freeman Center, and Mahaiwe Performing Arts Center. Other notable awards were $7,500 each to Berkshire Agricultural Ventures, Berkshire Grown, and Second Street Second Chances, and $6,000 to Pediatric Development Center.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Charles Leach as president and director; Alison Brigham as treasurer and director; and Nina Garlington as secretary and director. It also lists Jason McCandless, Sandra Lojano, Jennibeth Gomez, Linda Clairmont, James Terryberry, and Ursula Maloy as directors.
Lee Bank Foundation Inc is led by Charles Leach, President & Director since 2025 (on filings since 2021); none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Charles Leach
President & Director
President → President & Director, 2025
On filings since 2021
1 hr/week
No compensation reported
Alison Brigham
Treasurer & Director
Treasurer → Treasurer & Director, 2025
On filings since 2021
1 hr/week
No compensation reported
Jason McCandless
Director
On filings since 2021
1 hr/week
No compensation reported
Jennibeth Gomez
Director
On filings since 2021
1 hr/week
No compensation reported
Nina Garlington
Secretary & Director
Secretary → Secretary & Director, 2025
On filings since 2021
1 hr/week
No compensation reported
Sandra Lojano
Director
On filings since 2023
1 hr/week
No compensation reported
James Terryberry
Director
On filings since 2024
1 hr/week
No compensation reported
Linda Clairmont
Director
New on the 2025 filing
1 hr/week
No compensation reported
Ursula Maloy
Director
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: Brooke Larkin (2021–2024) — Director · Filing note: Ended 32024
- Former: Kevin Bisaccio (2021–2022) — Director
Data from IRS Form 990 filings, 2021–2025. "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 Lee Bank Foundation Inc
How much does Lee Bank Foundation Inc give each year?
Lee Bank Foundation Inc gave $209K across 42 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $182K across 41 grants.
What is Lee Bank Foundation Inc's typical grant size?
Lee Bank Foundation Inc's median grant in 2025 was $5,000, and its average grant was $4,964, across 42 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lee Bank Foundation Inc that year got $5K on average.
Where does Lee Bank Foundation Inc give grants?
Lee Bank Foundation Inc gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Pittsfield, MA (13 grants), Great Barrington, MA (12 grants) and Stockbridge, MA (2 grants).
Who are Lee Bank Foundation Inc's largest grantees?
Lee Bank Foundation Inc's largest 2025 grantees include Construct ($10,000), Elizabeth Freeman Center ($10,000) and Mahaiwe Performing Arts Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 14% of its itemized 2025 grant dollars.
How large is Lee Bank Foundation Inc?
Lee Bank Foundation Inc reported $5.3M in total assets on its 2025 IRS Form 990-PF. It paid out $212K in qualifying distributions that year, against a required minimum of $251K (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.
What does Lee Bank Foundation Inc fund?
The foundation’s stated primary focus is reducing the opportunity and wealth gap for youth and families in Berkshire County. See mission & focus areas ↑
How do I apply for a grant from Lee Bank Foundation Inc?
The foundation’s filing directs applicants to submit an application through the Lee Bank website. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lee Bank Foundation Inc's EIN?
Lee Bank Foundation Inc's EIN (Employer Identification Number) is 86-1211806. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Lee Bank Foundation Inc funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/lee-bank-foundation-inc-morg_c525046751aa480ebcde91d3813e5c09
BibTeX
@misc{grantable_861211806_2026,
author = {{Grantable}},
title = {{Lee Bank Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lee-bank-foundation-inc-morg_c525046751aa480ebcde91d3813e5c09},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
} The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Lee Bank Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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