Lee Guardianship Services Inc
Trust and fiduciary services for the benefit of indigent elders, mentally ill and disabled individuals.
Key facts about Lee Guardianship Services Inc
In short: Lee Guardianship Services Inc gave $90K across 5 grants in 2025 (avg $18K), mostly in Florida. Source: 2025 IRS Form 990.
- EIN
- 65-0432968
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $90,000
- Grants made (2025)
- 5
- Average grant
- $18,000
- Median grant
- $20,000
- Total assets
- $2,084,861
- Primary geography
- Florida (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$2.1M
+13.2% YoY
Annual Giving
$90K
+80.0% YoY
Grant Count
5
+66.7% YoY
Avg Grant Size
$18K
+8.0% YoY
How Lee Guardianship Services Inc gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Lee Guardianship Services Inc
Based on IRS filings
Lee Guardianship Services Inc is a public charity, based in Fort Meyers, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 5 grants totaling $90K. Net investment income was $102K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $50K (2019) to $110K (2023). In 2025 it made 5 grants totaling $90K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Lee Country Legal Aid Society Inc ($20K). Together the top 5 received $90K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lee Country Legal Aid Society Inc Fort Myers, FL | General Support | $20,000 |
| Alzheimer's Support Network Naples, FL | General Support | $20,000 |
| Alvin Dubin Alzheimer's Resource Center Fort Myers, FL | General Support | $20,000 |
| Florida Guardianship Foundation Co Gina Rossi Stuart, FL | General Support | $20,000 |
| Ryan Healing Center Fort Myers, FL | General Support | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,084,861 | $1,841,101 | $1,530,173 |
| Revenue | $363,434 | $386,378 | $333,740 |
| Expenses | $276,098 | $214,350 | $305,323 |
| Net Investment Income | $101,955 | $49,691 | $2,506 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS June 7, 2021)
- Updated Form 990 for fiscal year 2025 (received by the IRS May 19, 2026)
- Added Form 990 for fiscal year 2019 (received by the IRS June 16, 2020)
- Updated Form 990 for fiscal year 2021 (received by the IRS July 6, 2023)
- Updated Form 990 for fiscal year 2022 (received by the IRS July 6, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS September 5, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS July 10, 2025)
Leadership & Key People
Officers and directors from IRS filings
Lee Guardianship Services Inc is led by Lance M. McKinney, President since 2025 (on filings since 2019); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lance M. McKinney
President
President → President & Vice President, 2024
President & Vice President → President, 2025
On filings since 2019
1 hr/week
No compensation reported
Debra J. Aikens
Secretary
On filings since 2019
1 hr/week
No compensation reported
Heidi M. Brown
Treasurer
On filings since 2019
1 hr/week
No compensation reported
Wess M. Jacobs
Vice President
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (1)
- Former: Philip V. Howard (2021–2023) — Vice President
Data from IRS Form 990 filings, 2019–2025. "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 Guardianship Services Inc
How much does Lee Guardianship Services Inc give each year?
Lee Guardianship Services Inc gave $90K across 5 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $50K across 3 grants.
What is Lee Guardianship Services Inc's typical grant size?
Lee Guardianship Services Inc's median grant in 2025 was $20,000, and its average grant was $18,000, across 5 grants on its 2025 IRS Form 990.
Where does Lee Guardianship Services Inc give grants?
Lee Guardianship Services Inc gives mostly in Florida: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Fort Myers, FL (3 grants).
Does Lee Guardianship Services Inc give general operating support?
Yes: 100% of Lee Guardianship Services Inc's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990.
Who are Lee Guardianship Services Inc's largest grantees?
Lee Guardianship Services Inc's largest 2025 grantees include Lee Country Legal Aid Society Inc ($20,000), Alzheimer's Support Network ($20,000) and Alvin Dubin Alzheimer's Resource Center ($20,000), according to its 2025 IRS Form 990. Together they received 67% of its itemized 2025 grant dollars.
How large is Lee Guardianship Services Inc?
Lee Guardianship Services Inc reported $2.1M in total assets on its 2025 IRS Form 990. Its revenue that year was $363K.
What is Lee Guardianship Services Inc's EIN?
Lee Guardianship Services Inc's EIN (Employer Identification Number) is 65-0432968. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Lee Guardianship Services Inc by hand.
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