Lee Family Foundation

FERNANDINA BEACH, FL EIN: 30-6519917

Lee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FERNANDINA BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $111K in total assets. In 2024, it awarded 11 grants totaling $35K. Net investment income was $55K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$111K

+22.2% YoY

Annual Giving

$35K

+3.0% YoY

Grant Count

11

+37.5% YoY

Avg Grant Size

$3K

-25.1% YoY

About Lee Family Foundation

Based on IRS filings

Lee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FERNANDINA BEACH, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $111K in total assets. In 2024, it awarded 11 grants totaling $35K. Net investment income was $55K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

AtlantaBronxvilleCedar GroveClarkstonDetroitDunwoodyEgg Harbord TownshipFernandina BeachFort LauderdaleJacksonvilleManhattan BeachMariettaNew BrunswickNew YorkOrlandoSanta ClaraSinsinawaSperryvilleStaten IslandTehachapi

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$30K$46K$61K20202021202220232024
Metric202420232022
Total Assets$110,640$90,512$115,816
Revenue$55,386$9,562$52,951
Expenses$35,258$34,866$37,802
Qualifying Distributions$34,500$33,500$36,000
Net Investment Income$55,386$9,562$52,951
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$18K$27K$36K14 grants202014 grants202115 grants20228 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Take Stock in Children$20KNassau County Council on…$5KPope Globalization Acade…$3KGirls Inc$1KJust in Time Foundation$1KMicahs Place Inc$1KFernandina Beach Pride$1KFlorida Theatre Inc$1KFurkids Animal Rescue$500Tunnel to Towers Foundat…$500

Grant Size Distribution

62 grants across all recorded years

62<$50K$50–100K$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 Take Stock in Children ($20,000), Nassau County Council on Aging ($5,000), Pope Globalization Academy Foundati ($3,000).

RecipientPurposeAmount
Take Stock in Children Fort Lauderdale, FLcharitable Gift$20,000
Girls Inc New York, NYCharitable Gift$1,000
Just in Time Foundation Cedar Grove, NJCharitable Gift$1,000
Furkids Animal Rescue Atlanta, GACharitable Gift$500
Micahs Place Inc Fernandina Beach, FLDonation$1,000
Nassau County Council on Aging Fernandina Beach, FLDonation$5,000
Fernandina Beach Pride Fernandina Beach, FLDonation$1,000
Tunnel to Towers Foundation Staten Island, NYCharitable Contributions$500
Coalition for the Homeless of Nassa Fernandina Beach, FLCharitable donation$500
Florida Theatre Inc Jacksonville, FLCharitable Contribution$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
James E LeeTrustee1
Regina R LeeTrustee1
Jason D LeeTrustee1
David E LeeTrustee1
Katherine M LeeTrustee1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Lee Family Foundation?

Lee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FERNANDINA BEACH, FL. It holds $111K in total assets as of 2024.

How large is Lee Family Foundation?

As of 2024, Lee Family Foundation holds $111K in total assets with $55K in annual revenue. It awarded 11 grants totaling $35K in 2024.

Where does Lee Family Foundation operate?

Lee Family Foundation has awarded grants in California, Florida, Georgia, Michigan, New Jersey, New York, Pennsylvania, Virginia, Wisconsin.

What size grants does Lee Family Foundation award?

In 2024, Lee Family Foundation awarded 11 grants totaling $35K — an average of about $3K per grant, based on its IRS Form 990 filings.

What is Lee Family Foundation's EIN?

Lee Family Foundation's EIN (Employer Identification Number) is 30-6519917. IRS Form 990 filing data is available on this page for 2020–2024.

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

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