RB Lee Trust Uw
RB Lee Trust Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $428K in total assets. In 2026, it awarded 6 grants totaling $15K. Net investment income was $54K.
RB Lee Trust Uw at a glance
In short: RB Lee Trust Uw gave $15K across 6 grants in 2026 (avg $3K), mostly in Florida. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $15,132
- -17.8% vs 2025
- Grants made (2026)
- 6
- +0.0% vs 2025
- Average grant
- $2,522
- -17.8% vs 2025
- Median grant
- $2,522
- Total assets
- $427,750
- +5.8% vs 2025
- Primary geography
- Florida (50% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who RB Lee Trust Uw funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2026
The largest 2026 recipient was Metropolitan Opera Association ($3K). Together the top 6 received $15K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 30 grants of 30 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 6 itemized grants.
Cities
How RB Lee Trust Uw gives
- Giving held roughly steady from 2023 to 2026 (−12%). Method
- In 2026 it paid out 77% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $15K (2021) to $21K (2024). In 2026 it made 6 grants totaling $15K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Metropolitan Opera Association New York, NY | Unrestricted General | $2,522 |
| American Cancer Society Inc Oklahoma City, OK | Unrestricted General | $2,522 |
| American Heart Association St Petersburg, FL | Unrestricted General | $2,522 |
| American National Red Cross Washington, DC | Unrestricted General | $2,522 |
| All Children's Hospital St Petersburg, FL | Unrestricted General | $2,522 |
| Eckerd College St Petersburg, FL | Unrestricted General | $2,522 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $427,750 | $59,203 | $24,099 | $15,132 | 6 | $18,226 | $53,902 | $23,645 |
| 2025 | $404,316 | $39,150 | $26,537 | $18,408 | 6 | $21,347 | $33,718 | $22,465 |
| 2024 | $391,107 | $10,943 | $28,886 | $21,462 | 6 | $24,192 | $5,705 | $20,756 |
| 2023 | $409,388 | $-9,638 | $26,659 | $17,244 | 6 | $20,033 | $3,348 | $20,977 |
| 2022 | $446,863 | $85,459 | $29,757 | $21,084 | 6 | $24,235 | $79,685 | $23,670 |
| 2021 | $393,010 | $26,567 | $23,024 | $15,132 | 6 | — | $22,037 | $20,517 |
| 2020 | $386,604 | $26,504 | $22,585 | $15,630 | 6 | — | $23,004 | $19,849 |
Under IRS private-foundation payout rules, RB Lee Trust Uw reported a distributable amount of $24K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
RB Lee Trust Uw's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$7K (2022) → $6K (2026)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $6K, to Bank of America (Trustee).
Frequently asked questions about RB Lee Trust Uw
How much does RB Lee Trust Uw give each year?
RB Lee Trust Uw gave $15K across 6 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $18K across 6 grants.
What is RB Lee Trust Uw's typical grant size?
RB Lee Trust Uw's median grant in 2026 was $2,522, and its average grant was $2,522, across 6 grants on its 2026 IRS Form 990-PF.
Where does RB Lee Trust Uw give grants?
RB Lee Trust Uw gives mostly in Florida: 50% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest states were New York (17%) and Oklahoma (17%). The most frequent recipient cities were St Petersburg, FL (3 grants).
Does RB Lee Trust Uw give general operating support?
Yes: 100% of RB Lee Trust Uw's 2026 grants with a stated purpose (6 of 6) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are RB Lee Trust Uw's largest grantees?
RB Lee Trust Uw's largest 2026 grantees include Metropolitan Opera Association ($2,522), American Cancer Society Inc ($2,522) and American Heart Association ($2,522), according to its 2026 IRS Form 990-PF. Together they received 50% of its itemized 2026 grant dollars.
How large is RB Lee Trust Uw?
RB Lee Trust Uw reported $428K in total assets on its 2026 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is RB Lee Trust Uw's EIN?
RB Lee Trust Uw's EIN (Employer Identification Number) is 59-6499563. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 26, 2026)
- IRS filings on file for fiscal years 2020–2025
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