Lee Family Charitable Foundation
Lee Family Charitable Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2022. In 2022, it awarded 6 grants totaling $633K. Net investment income was $282K.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$633K
+1819.7% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$106K
+1819.7% YoY
Under IRS private-foundation payout rules, Lee Family Charitable Foundation reported a distributable amount of $28K for 2022 — the minimum it must pay out in qualifying distributions.
About Lee Family Charitable Foundation
Based on IRS filings
Lee Family Charitable Foundation is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2022. In 2022, it awarded 6 grants totaling $633K. Net investment income was $282K.
Ready to take the next step with Lee Family Charitable Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $360,578 | $346,496 |
| Revenue | $297,983 | $53,725 | $18,716 |
| Expenses | $658,561 | $39,643 | $33,518 |
| Qualifying Distributions | $642,521 | $34,285 | — |
| Net Investment Income | $281,942 | $48,367 | $14,302 |
| Distributable Amount | $28,119 | $42,300 | $33,675 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2022
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2022 grants, the largest include Boston Symphony Orchestra ($105,581), Harvard College ($105,581), Mass General Hospital ($105,581).
| Recipient | Purpose | Amount |
|---|---|---|
| BOSTON SYMPHONY ORCHESTRA BOSTON, MA | SYMPHONY ORCHESTRA | $105,581 |
| HARVARD COLLEGE CAMBRIDGE, MA | EDUCATIONAL | $105,581 |
| MASS GENERAL HOSPITAL BOSTON, MA | MEDICAL | $105,581 |
| MILTON ACADEMY MILTON, MA | EDUCATIONAL | $105,581 |
| MUSEUM OF FINE ARTS BOSTON, MA | MUSEUM | $105,581 |
| TUFTS MEDICAL CENTER BOSTON, MA | MEDICAL | $105,581 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM E FLANAGAN | TRUSTEE | 1 | — |
| DAVID S LEE | TRUSTEE | 1 | — |
| JAMES J LEE JR | TRUSTEE | 1 | — |
Frequently Asked Questions
Where does Lee Family Charitable Foundation operate?
Lee Family Charitable Foundation has awarded grants in Massachusetts.
What size grants does Lee Family Charitable Foundation award?
In 2022, Lee Family Charitable Foundation awarded 6 grants totaling $633K — an average of about $106K per grant, based on its IRS Form 990 filings.
How much is Lee Family Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2022, Lee Family Charitable Foundation reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lee Family Charitable Foundation's EIN?
Lee Family Charitable Foundation's EIN (Employer Identification Number) is 04-6022029. IRS Form 990 filing data is available on this page for 2020–2022.
Explore Open Grants
Browse active grant opportunities in Lee Family Charitable Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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