The Patrick P Lee Foundation is a private 501(c)(3) foundation based in Williamsville, New York. Established in 2007 and tax-exempt since October 2018, the foundation operates as a family foundation dedicated to creating immediate and measurable impact in its core investment areas.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$1.9M
-12.7% YoY
Grant Count
56
+3.7% YoY
Avg Grant Size
$35K
-15.8% YoY
Mission & Focus Areas
The Lee Foundation is committed to achieving immediate and measurable impact in two primary areas:
Education: The foundation envisions a community where individuals achieve economic self-sufficiency without experiencing undue financial burden. It pursues this vision by providing post-secondary scholarships to students pursuing science, technology, engineering, math, or mental health fields.
Mental Health: The foundation's vision is for people living with serious mental illnesses to be engaged and supported members of the community. It works toward this goal by strengthening the mental health workforce, investing in community programs and services, advocating for increased public funding, and building mental health literacy in the community.
Grantmaking
The foundation has awarded $1 million in grants to support the mental health workforce and has extended scholarship support for psychiatric mental health nurse practitioner programs.
Grant Range
s:** Typical awards range from $100,000 to $300,000.
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on New York, Massachusetts, and Virginia.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $44,560,171
- Total Revenues: $4,534,541
- Total Expenses: $2,952,836
- Total Giving: $1,945,276
As of 2023:
- Total Assets: $41.8M
- Total Revenues: $3.03M
- Total Expenses: $3.8M
- Total Liabilities: $723,000
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
192 grants across all recorded years
Open Grants
2 open opportunities from Patrick P Lee Foundation
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Jane Mogavero – Executive Director (Compensation: $157,805 as of 2024)
George Schnell – Director of Finance and Administration
Renata Quimby – Finance Manager
The foundation operates with 1 full-time employee on staff.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PATRICK P LEE | CHAIRMAN | 5 | — |
| JANE MOGAVERO | EXECUTIVE DIRECTOR | 40 | $170,090 |
| LEE WORTHAM | VICE CHAIRMAN | 2 | — |
| BARBARA RHEE | SECRETARY | 2 | — |
| JOHN RHEE | DIRECTOR | 2 | — |
| CYNTHIA LEE | DIRECTOR | 2 | — |
| ARTHUR MICHALEK | TREASURER | 2 | — |
| JON PELLISH | DIRECTOR | 2 | — |
| SUZANNE STERN | DIRECTOR | 2 | — |
| AMY CASE | DIRECTOR | 2 | — |
Recent News & Activity
Recent developments and announcements
The foundation announced $1 million in grants to support the mental health workforce. It has extended scholarship support for the Psychiatric Mental Health Nurse Practitioner Program at the University of Rochester School of Nursing. The foundation has also awarded $90,000 in mental health grants and engineering scholarships.
Patrick P. Lee Foundation awards $1 million in grantsSubject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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