M Ruth Lee Scholarship Fund

PRINCETON, MA EIN: 04-2773935

M Ruth Lee Scholarship Fund is a private foundation, based in PRINCETON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $563K in total assets. In 2024, it awarded 17 grants totaling $34K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$563K

-3.4% YoY

Annual Giving

$34K

-5.6% YoY

Grant Count

17

+0.0% YoY

Avg Grant Size

$2K

-5.6% YoY

Under IRS private-foundation payout rules, M Ruth Lee Scholarship Fund reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.

About M Ruth Lee Scholarship Fund

Based on IRS filings

M Ruth Lee Scholarship Fund is a private foundation, based in PRINCETON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $563K in total assets. In 2024, it awarded 17 grants totaling $34K. Net investment income was $18K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AmherstBiddefordBostonBridgewaterFitchburgFranklinGardnerKutztownLeominsterMiltonNewportSmithfieldSyracuseWalthamWenhamWestfieldWestonWorcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$15K$29K$44K$59K2021202220232024
Metric202420232022
Total Assets$563,161$583,234$606,209
Revenue$23,495$24,537$53,272
Expenses$43,568$47,512$43,056
Qualifying Distributions$34,000$38,300$38,300
Net Investment Income$18,377$17,610$49,693
Distributable Amount$32,629$31,994$39,229

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$29K$39K22 grants202120 grants202217 grants202317 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CASSIDY GORDELL$2KFABIOLA GOMEZ-LOPEZ$2KTATYANA WOLFE$2KBIANCA HELOISE PINLEIRO$2KZOEY YANG$2KJACOB PASKELL$2KBELLA MELENDEZ$2KLUCAS MIRANDA$2KCAIO SANTOS JOSEF$2KISABELLE ARSENAULT$2K

Grant Size Distribution

76 grants across all recorded years

76<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cassidy Gordell ($2,000), Fabiola Gomez-lopez ($2,000), Tatyana Wolfe ($2,000).

RecipientPurposeAmount
CASSIDY GORDELL GARDNER, MASCHOLARSHIP$2,000
FABIOLA GOMEZ-LOPEZ FITCHBURG, MASCHOLARSHIP$2,000
TATYANA WOLFE WESTFIELD, MASCHOLARSHIP$2,000
BIANCA HELOISE PINLEIRO GARDNER, MASCHOLARSHIP$2,000
ZOEY YANG FITCHBURG, MASCHOLARSHIP$2,000
JACOB PASKELL WORCESTER, MASCHOLARSHIP$2,000
BELLA MELENDEZ FRANKLIN, MASCHOLARSHIP$2,000
LUCAS MIRANDA FITCHBURG, MASCHOLARSHIP$2,000
CAIO SANTOS JOSEF BOSTON, MASCHOLARSHIP$2,000
ISABELLE ARSENAULT FITCHBURG, MASCHOLARSHIP$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

CARY LEBLANCTRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
CARY LEBLANCTRUSTEE$1,950
REBECCA W KILLIONTRUSTEE

Frequently Asked Questions

How large is M Ruth Lee Scholarship Fund?

As of 2024, M Ruth Lee Scholarship Fund holds $563K in total assets with $23K in annual revenue. It awarded 17 grants totaling $34K in 2024.

Where does M Ruth Lee Scholarship Fund operate?

M Ruth Lee Scholarship Fund has awarded grants in Massachusetts, Maine, New York, Pennsylvania, Rhode Island.

What size grants does M Ruth Lee Scholarship Fund award?

In 2024, M Ruth Lee Scholarship Fund awarded 17 grants totaling $34K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is M Ruth Lee Scholarship Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, M Ruth Lee Scholarship Fund reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is M Ruth Lee Scholarship Fund's EIN?

M Ruth Lee Scholarship Fund's EIN (Employer Identification Number) is 04-2773935. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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