Lee Family Foundation

Private foundation · Grantmaker Cupertino, CA EIN: 77-0471749

Lee Family Foundation is a private foundation, based in Cupertino, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $137K in total assets. In 2025, it awarded 3 grants totaling $45K. Net investment income was $106K.

Key facts about Lee Family Foundation

In short: Lee Family Foundation gave $45K across 3 grants in 2025 (avg $15K), mostly in California. Source: 2025 IRS Form 990-PF.

EIN
77-0471749
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$45,000
Grants made (2025)
3
Average grant
$15,000
Median grant
$15,000
Total assets
$137,201
Primary geography
California (78% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$137K

-47.3% YoY

Annual Giving

$45K

+0.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$15K

+0.0% YoY

Under IRS private-foundation payout rules, Lee Family Foundation reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.

How Lee Family Foundation gives

  • Giving fell 35% from 2022 to 2025. Method
  • In 2025 it paid out 187% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

San JoseNew YorkMilpitasSanta CruzSan FranciscoScottsdaleSonora

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K6 grants2020 0 grants2021 3 grants2022 2 grants2023 3 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $21K (2023) to $90K (2020). In 2025 it made 3 grants totaling $45K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Sky's the Limit Fund: $20KSky's the Limit Fund$20KSecond Harvest Food Bank: $15KSecond Harvest Food Bank$15KSmile Train Inc: $10KSmile Train Inc$10K

The largest 2025 recipient was Sky's the Limit Fund ($20K). Together the top 3 received $45K.

Grant Size Distribution

11 grants across all recorded years

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 11 grants of 11 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Sky's the Limit Fund Milpitas, CACommunity Outreach$20,000
Second Harvest Food Bank San Jose, CACommunity Outreach$15,000
Smile Train Inc New York, NYCommunity Outreach$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$137,201$260,418$260,418
Revenue$107,425$4,585$3,960
Expenses$47,184$59,487$30,782
Qualifying Distributions$45,013$45,013$21,025
Net Investment Income$106,333——
Distributable Amount$24,059$30,287$24,473

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 24, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS October 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 8, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 15, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 14, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 15, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

Lee Family Foundation's only listed officer is Laurie Bemis, CFO on every filing since 2020 (uncompensated).

Officers on the 2025 filing

  • Laurie Bemis

    CFO

    On filings since 2020

    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 $45K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $45K across 3 grants.

What is Lee Family Foundation's typical grant size?

Lee Family Foundation's median grant in 2025 was $15,000, and its average grant was $15,000, across 3 grants on its 2025 IRS Form 990-PF.

Where does Lee Family Foundation give grants?

Lee Family Foundation gives mostly in California: 78% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (22%).

Does Lee Family Foundation give general operating support?

Not in 2025: none of the 3 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 "Community Outreach" (3 grants).

How large is Lee Family Foundation?

Lee Family Foundation reported $137K in total assets on its 2025 IRS Form 990-PF. It paid out $45K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).

What is Lee Family Foundation's EIN?

Lee Family Foundation's EIN (Employer Identification Number) is 77-0471749. IRS Form 990 filing data is available on this page for 2020–2025.

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

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