Lee Family Charitable Foundation
Lee Family Charitable Foundation is a private foundation, based in Boston, MA. IRS filing data is available from 2019 through 2022. In 2022, it awarded 6 grants totaling $633K. Net investment income was $282K.
Lee Family Charitable Foundation at a glance
In short: Lee Family Charitable Foundation gave $633K across 6 grants in 2022 (avg $106K), mostly in Massachusetts. Source: 2022 IRS Form 990-PF.
- Annual giving (2022)
- $633,486
- +1819.7% vs 2021
- Grants made (2022)
- 6
- +0.0% vs 2021
- Average grant
- $105,581
- +1819.7% vs 2021
- Median grant
- $105,581
- Primary geography
- Massachusetts (100% of itemized 2022 grant dollars)
- Latest 990 filing
- Form 990-PF, 2022 View filing
Data from IRS Form 990-PF, 2022; updated September 2026.
Who Lee Family Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2022
The largest 2022 recipient was Boston Symphony Orchestra ($106K). Together the top 6 received $633K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 18 grants of 24 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2022 grant dollars across all 6 itemized grants.
States
Cities
How Lee Family Charitable Foundation gives
- Giving grew 2246% from 2019 to 2022. Method
- In 2022 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2022, annual grant giving ranged from $27K (2019) to $633K (2022). In 2022 it made 6 grants totaling $633K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2022 | — | $297,983 | $658,561 | $633,486 | 6 | $642,521 | $281,942 | $28,119 |
| 2021 | $360,578 | $53,725 | $39,643 | $33,000 | 6 | $34,285 | $48,367 | $42,300 |
| 2020 | $346,496 | $18,716 | $33,518 | $27,000 | 6 | — | $14,302 | $33,675 |
| 2019 | $361,298 | $37,327 | $32,955 | $27,000 | 6 | — | $33,275 | $30,799 |
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.
Leadership & Key People
Officers and directors from IRS filings
Lee Family Charitable Foundation's 2022 filing lists 3 officers; none of the 3 officers listed in 2022 report compensation.
Officers on the 2022 filing
David S. Lee
Trustee
On filings since 2019
1 hr/week
No compensation reported
James J. Lee Jr.
Trustee
On filings since 2019
1 hr/week
No compensation reported
William E. Flanagan
Trustee
New on the 2022 filing
1 hr/week
No compensation reported
Former officers (1)
- Former: William G. Michael (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2022. "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 Family Charitable Foundation
How much does Lee Family Charitable Foundation give each year?
Lee Family Charitable Foundation gave $633K across 6 grants in 2022, according to its 2022 IRS Form 990-PF. In 2021 it gave $33K across 6 grants.
What is Lee Family Charitable Foundation's typical grant size?
Lee Family Charitable Foundation's median grant in 2022 was $105,581, and its average grant was $105,581, across 6 grants on its 2022 IRS Form 990-PF.
Where does Lee Family Charitable Foundation give grants?
Lee Family Charitable Foundation gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2022 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (4 grants).
Does Lee Family Charitable Foundation give general operating support?
Not in 2022: none of the 6 grants with a stated purpose on Lee Family Charitable Foundation's 2022 IRS Form 990-PF were described as general or operating support.
Who are Lee Family Charitable Foundation's largest grantees?
Lee Family Charitable Foundation's largest 2022 grantees include Boston Symphony Orchestra ($105,581), Harvard College ($105,581) and Mass General Hospital ($105,581), according to its 2022 IRS Form 990-PF. Together they received 50% of its itemized 2022 grant dollars.
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 2019–2022.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 29, 2020)
- IRS filings on file for fiscal years 2020–2022
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