Lee Guardianship Services Inc

Public charity · Grantmaker Fort Meyers, FL EIN: 65-0432968

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

2states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

Fort MyersNaplesCape CoralFort Myers BeachNorth Fort MeyersTallahasseeLong BeachStuartVenice

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K5 grants2019 3 grants2020 5 grants2021 7 grants2022 8 grants2023 3 grants2024 5 grants2025

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

Lee Country Legal Aid Society Inc: $20KLee Country Legal Aid SocietyInc$20KAlzheimer's Support Network: $20KAlzheimer's Support Network$20KAlvin Dubin Alzheimer's Resource Center: $20KAlvin Dubin Alzheimer'sResource Center$20KFlorida Guardianship Foundation Co Gina Rossi: $20KFlorida GuardianshipFoundation Co Gina Rossi$20KRyan Healing Center: $10KRyan Healing Center$10K

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

28<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 28 grants of 28 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Lee Country Legal Aid Society Inc Fort Myers, FLGeneral Support$20,000
Alzheimer's Support Network Naples, FLGeneral Support$20,000
Alvin Dubin Alzheimer's Resource Center Fort Myers, FLGeneral Support$20,000
Florida Guardianship Foundation Co Gina Rossi Stuart, FLGeneral Support$20,000
Ryan Healing Center Fort Myers, FLGeneral Support$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$200K$400K$600K$800K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990 for fiscal year 2020 (received by the IRS June 7, 2021)
  2. Updated Form 990 for fiscal year 2025 (received by the IRS May 19, 2026)
  3. Added Form 990 for fiscal year 2019 (received by the IRS June 16, 2020)
  4. Updated Form 990 for fiscal year 2021 (received by the IRS July 6, 2023)
  5. Updated Form 990 for fiscal year 2022 (received by the IRS July 6, 2023)
  6. Updated Form 990 for fiscal year 2023 (received by the IRS September 5, 2024)
  7. 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.

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