Lee Financial Family Foundation

Private foundation · Grantmaker Honolulu, HI EIN: 99-4840993

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.

Key facts about Lee Financial Family Foundation

In short: Lee Financial Family Foundation gave $63K across 10 grants in 2025 (avg $6K), mostly in Hawaii. Source: 2025 IRS Form 990-PF.

EIN
99-4840993
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$63,000
Grants made (2025)
10
Average grant
$6,300
Median grant
$5,000
Total assets
$409,217
Primary geography
Hawaii (98% of itemized 2025 grant dollars)
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. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$409K

+6.8% YoY

Annual Giving

$63K

Grant Count

10

Avg Grant Size

$6K

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.

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.

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).

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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

2states

Share of 2025 grant dollars across all 10 itemized grants.

Cities

HonoluluClarionWaianae

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K0 grants2024 10 grants2025

In 2025 it made 10 grants totaling $63K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2025

University of Hawaii Foundation: $32K across 2 grantsUniversity of HawaiiFoundation$32K · 2 grantsKula No NA Po'e Hawaii: $7KKula No NA Po'e Hawaii$7KAloha Harvest: $5KAloha Harvest$5KCatfriends: $5KCatfriends$5KKupuna Paws Foundation: $5KKupuna Paws Foundation$5KPunahou School: $4KPunahou School$4KSurf Paws Foundation: $3KSurf Paws Foundation$3KZenith Community Program: $2KZenith Community Program$2KMakaha Community Center: $500Makaha Community Center$500

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

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Hawaii Foundation Honolulu, HIEducation$20,000
University of Hawaii Foundation Honolulu, HIEducation$12,000
Kula No NA Po'e Hawaii Honolulu, HIEducation$7,000
Aloha Harvest Honolulu, HICommunity Needs$5,000
Catfriends Honolulu, HIAnimal Welfare$5,000
Kupuna Paws Foundation Honolulu, HIAnimal Welfare$5,000
Punahou School Honolulu, HIEducation$4,000
Surf Paws Foundation Honolulu, HIAnimal Welfare$3,000
Zenith Community Program Clarion, PACommunity Needs$1,500
Makaha Community Center Waianae, HICommunity Needs$500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $409,217 $107,814 $63,004 $63,000 across 10 grants
2024 $383,331 $400,375 $3 0 grants
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2024 2025
Metric20252024
Total Assets$409,217$383,331
Revenue$107,814$400,375
Expenses$63,004$3
Qualifying Distributions$63,000—
Net Investment Income$7,814$1
Distributable Amount$19,244$3,224

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  2. IRS filings on file for fiscal year 2024

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.

Contact

Mailing address: PO Box 240116, Honolulu, HI 96824
Phone: (385) 220-9450

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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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