Lee Family Foundation

Private foundation · Grantmaker Fernandina Beach, FL EIN: 30-6519917

The Lee Family Foundation is a private foundation based in Fernandina Beach, Florida. Its 2025 filing reports charitable grants to organizations in several states, including Florida, New Jersey, and New York.

Lee Family Foundation at a glance

In short: Lee Family Foundation gave $47K across 13 grants in 2025 (avg $4K), mostly in Florida. 54% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$46,500
+34.8% vs 2024
Grants made (2025)
13
+18.2% vs 2024
Average grant
$3,577
+14.0% vs 2024
Median grant
$2,000
Total assets
$74,030
-33.1% vs 2024
New grantees (estimate)
54% first-time grantees (7 of 13, 2025; small sample)
Primary geography
Florida (60% 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 Family Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 607 Ocean Club Court, Fernandina Beach, FL 32034
Phone: (904) 356-2600

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Lee Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Take Stock in Children: $20KTake Stock in Children$20KTheatre Q Asbury: $5KTheatre Q Asbury$5KAmelia Museum of History: $5KAmelia Museum of History$5KJust in Time Foundation: $3KJust in Time Foundation$3KFood Bank of Santa Barbara Cty CA: $3KFood Bank of Santa Barbara CtyCA$3KPlanned Parenthood: $3KPlanned Parenthood$3KMPN Research Foundation: $2KMPN Research Foundation$2KPublic Broadcasting System Atlanta: $2KPublic Broadcasting SystemAtlanta$2KGirls Inc: $1KGirls Inc$1KFernandina Beach Pride: $1KFernandina Beach Pride$1K

The largest 2025 recipient was Take Stock in Children ($20K). Together the top 10 received $45K.

Grant Size Distribution

61 grants across all recorded years

61<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 61 grants of 61 (100%).

Geographic Focus

Where this funder awards grants

The foundation’s 2025 grant dollars went to recipients in multiple states. Florida accounted for 60% of grant dollars, followed by New Jersey (17%), New York (8%), California (6%), and Illinois (4%).

Grant Distribution by State

10states

Share of 2025 grant dollars across all 13 itemized grants.

Cities

Fernandina BeachNew YorkFort LauderdaleAtlantaJacksonvilleCedar GroveSperryvilleClarkstonAsbury ParkBronxvilleCarol StreamDetroitDunwoodyEgg Harbord TownshipGoletaManhattan BeachMariettaNew BrunswickOrlandoSanta Clara

Is Lee Family Foundation open to new grantees?

54%

first-time grantees, 2025

In 2025, 7 of 13 grantees (54%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $3K; repeat grants $5K. How we count

Medians: $2K first-time, $2K repeat.

  • 31% of 2025 grantees were also funded in 2024. Method
  • Giving grew 29% from 2022 to 2025. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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

$0$20K$40K$60K14 grants2020 14 grants2021 15 grants2022 8 grants2023 11 grants2024 13 grants2025

From 2020 to 2025, annual grant giving ranged from $22K (2021) to $47K (2025). In 2025 it made 13 grants totaling $47K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Take Stock in Children Fort Lauderdale, FLCharitable Donation$20,000
Theatre Q Asbury Asbury Park, NJCharitable Donation$5,000
Amelia Museum of History Fernandina Beach, FLCharitable Donation$5,000
Just in Time Foundation Cedar Grove, NJCharitable Donation$3,000
Food Bank of Santa Barbara Cty CA Goleta, CACharitable Donation$3,000
Planned Parenthood New York, NYCharitable Donation$2,500
MPN Research Foundation Carol Stream, ILCharitable Donation$2,000
Public Broadcasting System Atlanta Atlanta, GACharitable Donation$2,000
Girls Inc New York, NYCharitable Donation$1,000
Fernandina Beach Pride Fernandina Beach, FLCharitable Donation$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment Income
2025$74,030$11,480$48,090$46,50013$46,500$11,469
2024$110,640$55,386$35,258$34,50011$34,500$55,386
2023$90,512$9,562$34,866$33,5008$33,500$9,562
2022$115,816$52,951$37,802$36,00015$36,000$52,951
2021$533,347$7,445$22,766$22,00014$22,000$7,304
2020$398,129$36,768$34,500$34,00014—$36,768

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

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants went to organizations including education, arts, history, food assistance, health, and community organizations; these are descriptions of the listed recipients, not stated foundation priorities. Girls Inc., a 2025 recipient, describes its mission as serving girls and young women through leadership programming, mentorship, supportive spaces, and evidence-based programs.

Grantmaking

In 2025, the foundation reported 13 grants totaling $46,500. Grants ranged from $500 to $20,000, with a median grant of $2,000. Notable awards included $20,000 to Take Stock in Children; $5,000 each to Theatre Q Asbury and Amelia Museum of History; and $3,000 each to Just in Time Foundation and Food Bank of Santa Barbara Cty CA. Each listed grant was designated as a “Charitable Donation.”

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists James E Lee, Regina R Lee, Jason D Lee, David E Lee, and Katherine M Lee as trustees.

Lee Family Foundation's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David E Lee

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • James E Lee

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jason D Lee

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Katherine M Lee

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Regina R Lee

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "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 Family Foundation

How much does Lee Family Foundation give each year?

Lee Family Foundation gave $47K across 13 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $35K across 11 grants.

What is Lee Family Foundation's typical grant size?

Lee Family Foundation's median grant in 2025 was $2,000, and its average grant was $3,577, across 13 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lee Family Foundation that year got $3K on average.

Where does Lee Family Foundation give grants?

Lee Family Foundation gives mostly in Florida: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New Jersey (17%) and New York (8%). The most frequent recipient cities were Fernandina Beach, FL (3 grants), New York, NY (2 grants) and Jacksonville, FL (2 grants).

Does Lee Family Foundation give general operating support?

Not in 2025: none of the 13 grants with a stated purpose on Lee Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Donation" (13 grants).

Who are Lee Family Foundation's largest grantees?

Lee Family Foundation's largest 2025 grantees include Take Stock in Children ($20,000), Theatre Q Asbury ($5,000) and Amelia Museum of History ($5,000), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.

How large is Lee Family Foundation?

Lee Family Foundation reported $74K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $11K.

What does Lee Family Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants went to organizations including education, arts, history, food assistance, health, and community organizations; these are descriptions of the listed recipients, not stated foundation priorities. See mission & focus areas ↑

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

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2020–2025.

Does Lee Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 12, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Lee Family Foundation'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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