Lee Financial Family Foundation
Lee Financial Family Foundation is a private foundation based in Honolulu, Hawaii. In its 2025 filing, it reported 10 grants totaling $63,000, with recipients primarily in Hawaii and purposes including education, community needs, and animal welfare.
Lee Financial Family Foundation at a glance
In short: Lee Financial Family Foundation gave $63K across 10 grants in 2025 (avg $6K), mostly in Hawaii. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $63,000
- Grants made (2025)
- 10
- Average grant
- $6,300
- Median grant
- $5,000
- Total assets
- $409,217
- +6.8% vs 2024
- Primary geography
- Hawaii (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Lee Financial 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: PO Box 240116, Honolulu, HI 96824
Phone: (385) 220-9450
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lee Financial Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was University of Hawaii Foundation ($32K across 2 grants). Together the top 9 received $63K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 98% of grant dollars went to recipients in Hawaii and 2% to recipients in Pennsylvania.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
States
Cities
How Lee Financial Family Foundation gives
- In 2025 it paid out 327% of 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
In 2025 it made 10 grants totaling $63K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Hawaii Foundation Honolulu, HI | Education | $20,000 |
| University of Hawaii Foundation Honolulu, HI | Education | $12,000 |
| Kula No NA Po'e Hawaii Honolulu, HI | Education | $7,000 |
| Aloha Harvest Honolulu, HI | Community Needs | $5,000 |
| Catfriends Honolulu, HI | Animal Welfare | $5,000 |
| Kupuna Paws Foundation Honolulu, HI | Animal Welfare | $5,000 |
| Punahou School Honolulu, HI | Education | $4,000 |
| Surf Paws Foundation Honolulu, HI | Animal Welfare | $3,000 |
| Zenith Community Program Clarion, PA | Community Needs | $1,500 |
| Makaha Community Center Waianae, HI | Community Needs | $500 |
Ready to take the next step with Lee Financial Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $409,217 | $107,814 | $63,004 | $63,000 | 10 | $63,000 | $7,814 | $19,244 |
| 2024 | $383,331 | $400,375 | $3 | — | — | — | $1 | $3,224 |
Under IRS private-foundation payout rules, Lee Financial Family Foundation reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
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 whose listed purposes include education, community needs, and animal welfare. Among the grantees, the University of Hawaii Foundation describes its mission as raising and managing philanthropic support to benefit the University of Hawai‘i and the people of Hawai‘i. Kula No Na Po‘e Hawai‘i describes its work as providing educational and health services and promoting cultural, educational, environmental, and health equity. Aloha Harvest says it rescues quality food to nourish and strengthen the community. These are the grantees’ descriptions, not the foundation’s.
Grantmaking
In 2025, the foundation gave $63,000 through 10 grants. Grant amounts ranged from $500 to $20,000, with a median of $5,000. The largest listed grants were $20,000 and $12,000 to the University of Hawaii Foundation, $7,000 to Kula No Na Po‘e Hawai‘i, and $5,000 each to Aloha Harvest, CatFriends, and Kupuna Paws Foundation. Other listed recipients were Punahou School ($4,000), Surf Paws Foundation ($3,000), Zenith Community Program ($1,500), and Makaha Community Center ($500).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Terrence K H Lee as president, Summer Lee as vice-president, and Brandon Kikuchi as director.
Lee Financial Family Foundation is led by Terrence K. H. Lee, President on every filing since 2024; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Terrence K. H. Lee
President
On filings since 2024
2 hrs/week
No compensation reported
Brandon Kikuchi
Director
On filings since 2024
0.5 hrs/week
No compensation reported
Summer Lee
Vice President
On filings since 2024
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2024–2025. "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 Financial Family Foundation
How much does Lee Financial Family Foundation give each year?
Lee Financial Family Foundation gave $63K across 10 grants in 2025, according to its 2025 IRS Form 990-PF.
What is Lee Financial Family Foundation's typical grant size?
Lee Financial Family Foundation's median grant in 2025 was $5,000, and its average grant was $6,300, across 10 grants on its 2025 IRS Form 990-PF.
Where does Lee Financial Family Foundation give grants?
Lee Financial Family Foundation gives mostly in Hawaii: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Honolulu, HI (8 grants).
Does Lee Financial Family Foundation give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Lee Financial Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (4 grants), "Community Needs" (3 grants) and "Animal Welfare" (3 grants).
Who are Lee Financial Family Foundation's largest grantees?
Lee Financial Family Foundation's largest 2025 grantees include University of Hawaii Foundation ($32,000 across 2 grants), Kula No NA Po'e Hawaii ($7,000) and Aloha Harvest ($5,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Lee Financial Family Foundation?
Lee Financial Family Foundation reported $409K in total assets on its 2025 IRS Form 990-PF. It paid out $63K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
What does Lee Financial Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations whose listed purposes include education, community needs, and animal welfare. See mission & focus areas ↑
How do I apply for a grant from Lee Financial 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 Financial Family Foundation's EIN?
Lee Financial Family Foundation's EIN (Employer Identification Number) is 99-4840993. IRS Form 990 filing data is available on this page for 2024–2025.
Does Lee Financial 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal year 2024
Live grants for the work Lee Financial Family Foundation funds
Community Improvement & Capacity Building Open opportunities, soonest deadline first.
- Leveling-Up Award $1,000 · Due October 25, 2026
- Arnold F. Keller, Jr. Grant for New Initiatives/Program Expansion $25,000 · Due October 27, 2026
- Wausau Marathon County Impact Grants (Community Foundation of North Central Wisconsin) $1,000 to $100,000 depending on the scope of the project · Due October 27, 2026
Explore Open Grants
Browse active grant opportunities in Lee Financial Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Lee Financial Family Foundation funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/lee-financial-family-foundation-morg_80493fcbb3d94a1cb3b9be167974f28b
BibTeX
@misc{grantable_994840993_2026,
author = {{Grantable}},
title = {{Lee Financial Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lee-financial-family-foundation-morg_80493fcbb3d94a1cb3b9be167974f28b},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Lee Financial 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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