Lee Family Foundation

CUPERTINO, CA EIN: 77-0471749

Lee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CUPERTINO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $260K in total assets. In 2024, it awarded 3 grants totaling $45K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$260K

+0.0% YoY

Annual Giving

$45K

+114.3% YoY

Grant Count

3

+50.0% YoY

Avg Grant Size

$15K

+42.9% YoY

Under IRS private-foundation payout rules, Lee Family Foundation reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About Lee Family Foundation

Based on IRS filings

Lee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CUPERTINO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $260K in total assets. In 2024, it awarded 3 grants totaling $45K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

MilpitasNew YorkSan FranciscoSan JoseSanta CruzScottsdaleSonora

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$25K$50K$74K$99K20202021202220232024
Metric202420232022
Total Assets$260,418$260,418$260,418
Revenue$4,585$3,960$3,943
Expenses$59,487$30,782$73,201
Qualifying Distributions$45,013$21,025$69,200
Net Investment Income$2,056
Distributable Amount$30,287$24,473$27,687

Giving Over Time

Total grant dollars and number of grants per year

$0$23K$45K$68K$90K6 grants20200 grants20213 grants20222 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

SKY'S THE LIMIT FUND$20KSECOND HARVEST FOOD BANK$15KSMILE TRAIN INC$10K

Grant Size Distribution

14 grants across all recorded years

14<$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 Sky's the Limit Fund ($20,000), Second Harvest Food Bank ($15,000), Smile Train Inc ($10,000).

RecipientPurposeAmount
SECOND HARVEST FOOD BANK SAN JOSE, CACOMMUNITY OUTREACH$15,000
SKY'S THE LIMIT FUND MILPITAS, CACOMMUNITY OUTREACH$20,000
SMILE TRAIN INC NEW YORK, NYCOMMUNITY OUTREACH$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LAURIE BEMISCFO

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 CUPERTINO, CA. It holds $260K in total assets as of 2024.

How large is Lee Family Foundation?

As of 2024, Lee Family Foundation holds $260K in total assets with $5K in annual revenue. It awarded 3 grants totaling $45K in 2024.

Where does Lee Family Foundation operate?

Lee Family Foundation has awarded grants in Arizona, California, New York.

What size grants does Lee Family Foundation award?

In 2024, Lee Family Foundation awarded 3 grants totaling $45K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Lee Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lee Family Foundation reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.

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

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