Lee Foundation Inc
Lee Foundation Inc is a private foundation based in Mary Esther, Florida. Its 2025 filing reports $103,300 in grants to 14 recipients, including organizations in Florida, Georgia, Tennessee, and North Carolina.
Lee Foundation Inc at a glance
In short: Lee Foundation Inc gave $103K across 14 grants in 2025 (avg $7K), mostly in Florida. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $103,300
- -6.8% vs 2024
- Grants made (2025)
- 14
- -6.7% vs 2024
- Average grant
- $7,379
- -0.1% vs 2024
- Median grant
- $6,000
- Total assets
- $2,171,053
- +1.9% vs 2024
- New grantees (estimate)
- 14% first-time grantees (2 of 14, 2025; small sample)
- Primary geography
- Florida (87% 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 Foundation Inc
- How to Apply
-
The 2025 filing says applicants should submit an application in letter form to Robert E Lee. Applicants must be 501(c)(3) organizations. The filing states that there are no deadlines.
- Contact
Application contact: Robert E Lee
Mailing address: PO Box 1447, Fort Walton Beach, FL 32549
Phone: (850) 226-4022
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Lee Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was One More Child ($24K). Together the top 10 received $99K.
Grant Size Distribution
81 grants across all recorded years
The most common grant size was under $50K: 81 grants of 81 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 87% of grant dollars went to recipients in Florida, 10% to Georgia, 2% to Tennessee, and 1% to North Carolina.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
Cities
Is Lee Foundation Inc open to new grantees?
14%
first-time grantees, 2025
In 2025, 2 of 14 grantees (14%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $1K; repeat grants $8K. How we count
Medians: $1K first-time, $8K repeat.
- 86% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−3%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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
From 2020 to 2025, annual grant giving ranged from $95K (2020) to $111K (2024). In 2025 it made 14 grants totaling $103K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| One More Child Lakeland, FL | Offerings | $24,000 |
| First Baptist Church Destin, FL | Offerings | $14,000 |
| Opportunity Place Inc Fort Walton Beach, FL | Operational Support | $10,000 |
| Meals on Wheels of Okaloosa County Fort Walton Beach, FL | Operational Support | $10,000 |
| Sharing and Caring of Okaloosa County Fort Walton Beach, FL | Operational Support | $10,000 |
| Fresh Start for Children & Families Fort Walton Beach, FL | Operational Support | $10,000 |
| Journey Church Tifton, GA | Operational Support | $6,000 |
| Mental Health Association of Okaloosawalton County Florida Fort Walton Beach, FL | Christmas Project Cheer | $6,000 |
| Pioneers-USA Orlando, FL | Dejan and michelle azdajic - support for moving expenses | $5,000 |
| Impact Racing Ministries Griffin, GA | Operational Support | $4,000 |
Ready to take the next step with Lee Foundation Inc?
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 | $2,171,053 | $146,943 | $108,367 | $103,300 | 14 | $104,311 | $145,993 | $108,455 |
| 2024 | $2,131,477 | $110,934 | $113,237 | $110,800 | 15 | $111,618 | $110,176 | $106,998 |
| 2023 | $2,123,235 | $62,248 | $110,579 | $108,600 | 17 | $109,411 | $61,258 | $107,732 |
| 2022 | $2,157,441 | $18,000 | $116,205 | $106,300 | 15 | $107,142 | $12,801 | $110,523 |
| 2021 | $2,255,646 | $276,915 | $107,583 | $105,000 | 20 | $105,811 | $276,165 | $109,441 |
| 2020 | $2,090,321 | $72,777 | $98,293 | $95,200 | 12 | — | $72,014 | $104,989 |
Under IRS private-foundation payout rules, Lee Foundation Inc reported a distributable amount of $108K 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 include offerings and operational support, as well as support for a Christmas project, moving expenses, and a university fellowship.
One recipient, Opportunity Place Inc, describes its mission as “to help homeless women and families achieve sufficiency.” That is the grantee’s stated mission, not a mission statement for the foundation.
Grantmaking
In 2025, the foundation gave $103,300 through 14 grants. Grant amounts ranged from $300 to $24,000, with a median grant of $6,000.
Among its largest 2025 grants were $24,000 to One More Child for offerings, $14,000 to First Baptist Church in Destin for offerings, and $10,000 each to Opportunity Place Inc, Meals on Wheels of Okaloosa County, Sharing and Caring of Okaloosa County, and Fresh Start for Children & Families for operational support. Other reported grants included $6,000 to Journey Church for operational support and $6,000 to the Mental Health Association of Okaloosa-Walton County Florida for its Christmas Project Cheer.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Robert E Lee as president. Board members are Nancy Lee, Laura Lee-Anderson, Helen Ashley, and Jamie Thompson.
Lee Foundation Inc is led by Robert E. Lee, President on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert E. Lee
President
On filings since 2020
1 hr/week
No compensation reported
Helen Ashley
Board Member
On filings since 2020
1 hr/week
No compensation reported
Jamie Thompson
Board Member
On filings since 2020
1 hr/week
No compensation reported
Laura Lee-Anderson
Board Member
On filings since 2020
1 hr/week
No compensation reported
Nancy Lee
Board Member
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 Foundation Inc
How much does Lee Foundation Inc give each year?
Lee Foundation Inc gave $103K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $111K across 15 grants.
What is Lee Foundation Inc's typical grant size?
Lee Foundation Inc's median grant in 2025 was $6,000, and its average grant was $7,379, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Lee Foundation Inc that year got $1K on average.
Where does Lee Foundation Inc give grants?
Lee Foundation Inc gives mostly in Florida: 87% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Georgia (10%). The most frequent recipient cities were Fort Walton Beach, FL (6 grants).
Does Lee Foundation Inc give general operating support?
Yes: 64% of Lee Foundation Inc's 2025 grants with a stated purpose (9 of 14) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lee Foundation Inc's largest grantees?
Lee Foundation Inc's largest 2025 grantees include One More Child ($24,000), First Baptist Church ($14,000) and Opportunity Place Inc ($10,000), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.
How large is Lee Foundation Inc?
Lee Foundation Inc reported $2.2M in total assets on its 2025 IRS Form 990-PF. It paid out $104K in qualifying distributions that year, against a required minimum of $108K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Lee Foundation Inc fund?
No mission statement for the foundation is provided. Its 2025 grants include offerings and operational support, as well as support for a Christmas project, moving expenses, and a university fellowship. See mission & focus areas ↑
How do I apply for a grant from Lee Foundation Inc?
The 2025 filing says applicants should submit an application in letter form to Robert E Lee. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lee Foundation Inc's EIN?
Lee Foundation Inc's EIN (Employer Identification Number) is 82-3350398. IRS Form 990 filing data is available on this page for 2020–2025.
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 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Lee Foundation Inc funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/lee-foundation-inc-morg_65077952baec487b86ccdc8c31c2e1bc
BibTeX
@misc{grantable_823350398_2026,
author = {{Grantable}},
title = {{Lee Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/lee-foundation-inc-morg_65077952baec487b86ccdc8c31c2e1bc},
note = {Accessed 2026-10-12. 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 Foundation Inc'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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