Patrick P Lee Foundation logo

Patrick P Lee Foundation

Private foundation · Grantmaker Williamsville, NY EIN: 45-3845576 Website

The Patrick P Lee Foundation is a private foundation based in Williamsville, New York. It supports education and mental health, with a stated commitment to achieving immediate and measurable impact in both areas.

Patrick P Lee Foundation at a glance

In short: Patrick P Lee Foundation gave $1.9M across 56 grants in 2024 (avg $35K), mostly in New York. 41% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$1,945,277
-12.7% vs 2023
Grants made (2024)
56
+3.7% vs 2023
Average grant
$34,737
-15.8% vs 2023
Median grant
$24,588
Total assets
$44,560,171
+6.7% vs 2023
New grantees (estimate)
41% first-time grantees (17 of 41, 2024)
Primary geography
New York (83% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Patrick P Lee Foundation

How to Apply

The Foundation proactively identifies nonprofits working in education and mental health. Nonprofits may provide information about programs aligned with its goals; most grants are initiated by the Foundation through direct contact or requests for proposals. Its scholarship program provides education grants to selected Lee Scholars through the Distinguished Lee Scholar Award. The Foundation is dedicated to education and mental health.

Review Cycle
The Foundation board meets quarterly to approve grant awards.
Deadline
The Foundation board meets quarterly to approve grant awards.
Contact

Application contact: Patrick P Lee Foundation
Mailing address: 5166 Main Street Suite 303, Williamsville, NY 14221
Phone: (716) 844-3100
Website: https://patrickpleefoundation.org

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Patrick P Lee Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Build Promise: $250KBuild Promise$250KSpectrum Health and Human Services: $200KSpectrum Health and HumanServices$200KRochester Institute of Technology: $176K across 3 grantsRochester Institute ofTechnology$176K · 3 grantsCompeer Buffalo: $150K across 2 grantsCompeer Buffalo$150K · 2 grantsOcean Reef Community Foundation: $122KOcean Reef CommunityFoundation$122KUniversity Psychiatric Practice Inc: $92KUniversity PsychiatricPractice Inc$92KEnvision Wellness WNY: $75KEnvision Wellness WNY$75KFamily & Childrens Services of Ithaca: $65KFamily & Childrens Services ofIthaca$65KEcmc Foundation: $52KEcmc Foundation$52KNortheastern University: $51K across 3 grantsNortheastern University$51K · 3 grants

The largest 2024 recipient was Build Promise ($250K). Together the top 10 received $1.2M.

Organizations only. It also paid 2 individual scholarships ($24,000), which are not listed by name.

Grant Size Distribution

202 grants across all recorded years

122<$50K49$50–100K28$100–250K3$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 122 grants of 202 (60%).

Geographic Focus

Where this funder awards grants

In 2024, 83% of grant dollars went to recipients in New York, followed by Massachusetts (8%), Florida (6%), Delaware (2%), and Missouri (1%).

Grant Distribution by State

16states

Share of 2024 grant dollars across all 56 itemized grants.

Cities

BuffaloRochesterSyracuseBostonSt. LouisGetzvilleKey LargoTroySanburnAmherstClarenceOmahaPhiladelphiaSanbornWashingtonBaltimoreIndianapolisIthacaKansas CityKenmore

Is Patrick P Lee Foundation open to new grantees?

41%

first-time grantees, 2024

In 2024, 17 of 41 grantees (41%) were first-time recipients. First grants averaged $53K; repeat grants $44K. How we count

Medians: $36K first-time, $32K repeat.

  • 46% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+8%). Method
  • In 2024 it paid out 110% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2018–2024). 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

$0$1M$2M$3M30 grants2018 23 grants2020 25 grants2021 44 grants2022 54 grants2023 56 grants2024

From 2018 to 2024, annual grant giving ranged from $1.4M (2018) to $2.4M (2022). In 2024 it made 56 grants totaling $1.9M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Build Promise Buffalo, NYCapital Campaign$250,000
Spectrum Health and Human Services Orchard Park, NYCapital Project$200,000
Ocean Reef Community Foundation Key Largo, FLDiscretionary Grants$122,000
Rochester Institute of Technology Rochester, NYEngineering Scholarship Program$110,406
University Psychiatric Practice Inc Buffalo, NYUb Doctoral Psychology Internship$92,400
Compeer Buffalo Buffalo, NYMental Health Workforce Initiative$75,000
Compeer Buffalo Buffalo, NYMental Health Workforce Initiative$75,000
Envision Wellness WNY Kenmore, NYMental Health Workforce Initiative$75,000
Family & Childrens Services of Ithaca Ithaca, NYMental Health Workforce Initiative$65,000
Rochester Institute of Technology Rochester, NYEngineering Scholarship Program$63,672
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$44,560,171$4,534,541$2,952,836$1,945,27756$2,528,446$3,135,335$2,291,851
2023$41,778,087$3,032,352$3,803,671$2,227,41054$2,676,019$1,481,641$2,038,689
2022$39,288,345$2,018,322$2,643,375$2,372,94844$2,753,749$638,278$2,370,922
2021$46,217,197$4,061,668$3,382,300$1,802,54725$2,105,896$2,539,769$2,359,516
2020$42,848,933$2,064,157$1,540,214$1,759,30323—$1,103,689$2,070,787
2018$38,368,186$17,036,675$2,412,107$1,408,64530—$1,412,511$1,701,949

Under IRS private-foundation payout rules, Patrick P Lee Foundation reported a distributable amount of $2.3M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The Foundation’s mission is to achieve immediate and measurable impact in education and mental health. Its vision is a community where people can achieve economic self-sufficiency without undue financial burden, and where people living with mental illnesses are engaged and supported members of the community.

Its education focus includes scholarships for post-secondary students studying engineering and technology, as well as graduate students training for mental health fields. Its mental health work includes strengthening the workforce, investing in community programs and services, advocating for increased public funding, and building community mental health literacy.

Grantees in 2024 included organizations with varied missions. Build Promise, which received $250,000, describes its mission as providing year-round and emergency shelter, along with health and social service options through partner agencies. Rochester Institute of Technology, which received two grants totaling $174,078, describes its work as using technology, arts, and design for the greater good. University Psychiatric Practice, which received $92,400, says it assists the University at Buffalo Department of Psychiatry with health care delivery, physician recruitment and retention, and psychiatric research.

Grantmaking

In 2024, the Foundation awarded 56 grants totaling $1,945,277. The grants ranged from $100 to $250,000, with a median grant of $24,588. Examples include $200,000 to Spectrum Health and Human Services for a capital project; $122,000 to Ocean Reef Community Foundation for discretionary grants; $110,406 to Rochester Institute of Technology for an engineering scholarship program; and $75,000 each to Compeer Buffalo and Envision Wellness WNY for a mental health workforce initiative.

The Foundation also describes an open re-entry program supporting educational and training opportunities for residents of eight Western New York counties seeking economic self-sufficiency.

Leadership & Key People

Leadership team and compensation from IRS filings

Officers and directors listed on the 2024 filing include Patrick P. Lee, chairman; Jane Mogavero, executive director; Lee Wortham, vice chairman; Barbara Rhee, secretary; and Arthur Michalek, treasurer. The directors listed are John Rhee, Cynthia Lee, Jon Pellish, Suzanne Stern, and Amy Case.

Patrick P Lee Foundation is led by Jane Mogavero, Executive Director on every filing since 2018; 1 of 10 officers listed in 2024 is compensated.

Officers on the 2024 filing

  • Jane Mogavero

    Executive Director

    On filings since 2018

    40 hrs/week

    $128K (2018) → $170K (2024)

  • Patrick P. Lee

    Chairman

    On filings since 2018

    5 hrs/week

    No compensation reported

  • Cynthia Lee

    Director

    On filings since 2018

    2 hrs/week

    No compensation reported

  • John Rhee

    Director

    On filings since 2018

    2 hrs/week

    No compensation reported

  • Jon Pellish

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Suzanne Stern

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Amy Case

    Director

    On filings since 2023

    2 hrs/week

    No compensation reported

  • Barbara Rhee

    Secretary

    Vice Chair → Director, 2020

    Director → Secretary, 2022

    On filings since 2018

    2 hrs/week

    No compensation reported

  • Lee Wortham

    Vice Chairman

    Vice Chair → Vice Chairman, 2021

    On filings since 2018

    2 hrs/week

    No compensation reported

  • Arthur Michalek

    Treasurer

    On filings since 2021

    2 hrs/week

    No compensation reported

Former officers (6)
  • Former: Michele Lee (2018–2023) — Director
  • Former: Christopher Lee (2018–2021) — Director
  • Former: David Horan (2018–2021) — Secretary
  • Former: Jennifer McNamara (2018–2021) — Director
  • Former: Robert Lane Jr. (2018–2021) — Director
  • Former: Art Michalek (2018–2020) — Director

Data from IRS Form 990 filings, 2018–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Jane Mogavero — Executive Director: $170KJane MogaveroExecutive Director$170K

The highest reported compensation on the 2024 filing was $170K, to Jane Mogavero (Executive Director).

Frequently asked questions about Patrick P Lee Foundation

How much does Patrick P Lee Foundation give each year?

Patrick P Lee Foundation gave $1.9M across 56 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.2M across 54 grants.

What is Patrick P Lee Foundation's typical grant size?

Patrick P Lee Foundation's median grant in 2024 was $24,588, and its average grant was $34,737, across 56 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Patrick P Lee Foundation that year got $53K on average.

Where does Patrick P Lee Foundation give grants?

Patrick P Lee Foundation gives mostly in New York: 83% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Massachusetts (8%) and Florida (6%). The most frequent recipient cities were Buffalo, NY (15 grants), Boston, MA (9 grants), Rochester, NY (6 grants) and Syracuse, NY (3 grants).

Does Patrick P Lee Foundation give general operating support?

Not in 2024: none of the 56 grants with a stated purpose on Patrick P Lee Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Engineering Scholarship Program" (14 grants), "Discretionary Grant" (9 grants) and "STEM Scholarship Program" (8 grants).

Who are Patrick P Lee Foundation's largest grantees?

Patrick P Lee Foundation's largest 2024 grantees include Build Promise ($250,000), Spectrum Health and Human Services ($200,000) and Rochester Institute of Technology ($176,172 across 3 grants), according to its 2024 IRS Form 990-PF. It also paid 2 individual scholarships ($24,000), which are not listed by name. Together they received 32% of its itemized 2024 grant dollars.

How large is Patrick P Lee Foundation?

Patrick P Lee Foundation reported $44.6M in total assets on its 2024 IRS Form 990-PF. It paid out $2.5M in qualifying distributions that year, against a required minimum of $2.3M (roughly 5% of its investment assets).

What does Patrick P Lee Foundation fund?

The Foundation’s mission is to achieve immediate and measurable impact in education and mental health. See mission & focus areas ↑

How do I apply for a grant from Patrick P Lee Foundation?

The Foundation proactively identifies nonprofits working in education and mental health. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Patrick P Lee Foundation's EIN?

Patrick P Lee Foundation's EIN (Employer Identification Number) is 45-3845576. IRS Form 990 filing data is available on this page for 2018–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2018 (received by the IRS January 30, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS November 15, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2025)
  7. IRS filings on file for fiscal years 2018–2024

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Cite this profile

Grantable. (2026). Patrick P Lee Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/patrick-p-lee-foundation-morg_c3efc7f54f0d4f9aa72173ff85a572c8

BibTeX
@misc{grantable_453845576_2026,
  author       = {{Grantable}},
  title        = {{Patrick P Lee Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/patrick-p-lee-foundation-morg_c3efc7f54f0d4f9aa72173ff85a572c8},
  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 Patrick P Lee Foundation'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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