Robert and Ruth K Lee Foundation

Private foundation · Grantmaker Saint Louis, MO EIN: 56-6562309

Robert and Ruth K Lee Foundation is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $629K in total assets. In 2025, it awarded 7 grants totaling $30K. Net investment income was $39K.

Robert and Ruth K Lee Foundation at a glance

In short: Robert and Ruth K Lee Foundation gave $30K across 7 grants in 2025 (avg $4K), mostly in South Carolina. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$30,000
+15.4% vs 2024
Grants made (2025)
7
+40.0% vs 2024
Average grant
$4,286
-17.6% vs 2024
Median grant
$5,000
Total assets
$629,415
+0.5% vs 2024
Primary geography
South Carolina (92% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

How to apply to Robert and Ruth K Lee Foundation

Who Robert and Ruth K Lee Foundation funds

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

The Salvation Army: $5KThe Salvation Army$5KUnited Ministries: $5KUnited Ministries$5KMeals on Wheels of Greenville Inc: $5KMeals on Wheels of GreenvilleInc$5KCarolina Youth Symphony: $5KCarolina Youth Symphony$5KFine Arts Center Partners: $5KFine Arts Center Partners$5KGreenville Civic Chorale Association: $3KGreenville Civic ChoraleAssociation$3KCancer for College: $3KCancer for College$3K

The largest 2025 recipient was The Salvation Army ($5K). Together the top 7 received $30K.

Grant Size Distribution

33 grants across all recorded years

33<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 33 grants of 33 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 7 itemized grants.

Cities

GreenvilleGreemnvilleN CharlestonOrangeburgSan Diego

How Robert and Ruth K Lee Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−14%). Method
  • In 2025 it paid out 94% 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

$0$10K$20K$30K$40K8 grants2020 8 grants2021 7 grants2022 6 grants2023 5 grants2024 7 grants2025

From 2020 to 2025, annual grant giving ranged from $26K (2024) to $35K (2022). In 2025 it made 7 grants totaling $30K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Salvation Army Greenville, SCGeneral Operating$5,000
United Ministries Greenville, SCGeneral Operating$5,000
Meals on Wheels of Greenville Inc Greenville, SCGeneral Operating$5,000
Carolina Youth Symphony Greenville, SCGeneral Operating$5,000
Fine Arts Center Partners Greenville, SCGeneral Operating$5,000
Greenville Civic Chorale Association Greenville, SCGeneral Operating$2,500
Cancer for College San Diego, CAGeneral Operating$2,500
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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
2025$629,415$49,594$46,210$30,0007$35,445$39,259$37,837
2024$626,563$30,736$40,668$26,0005$31,816$21,371$35,901
2023$635,853$20,252$43,729$30,0006$35,445$11,754$33,323
2022$660,056$28,959$50,580$35,0007$40,688$20,114$35,317
2021$681,903$72,468$46,358$30,0008$36,191$62,760$39,497
2020$655,687$49,326$48,563$34,1058—$40,866$34,451

Under IRS private-foundation payout rules, Robert and Ruth K Lee Foundation reported a distributable amount of $38K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Robert and Ruth K Lee Foundation's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Wells Fargo Bank N A

    Trustee

    On filings since 2020

    1 hr/week

    $11K (2020) → $13K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Wells Fargo Bank N a — Trustee: $13KWells Fargo Bank N aTrustee$13K

The highest reported compensation on the 2025 filing was $13K, to Wells Fargo Bank N a (Trustee).

Frequently asked questions about Robert and Ruth K Lee Foundation

How much does Robert and Ruth K Lee Foundation give each year?

Robert and Ruth K Lee Foundation gave $30K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 5 grants.

What is Robert and Ruth K Lee Foundation's typical grant size?

Robert and Ruth K Lee Foundation's median grant in 2025 was $5,000, and its average grant was $4,286, across 7 grants on its 2025 IRS Form 990-PF.

Where does Robert and Ruth K Lee Foundation give grants?

Robert and Ruth K Lee Foundation gives mostly in South Carolina: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (8%). The most frequent recipient cities were Greenville, SC (6 grants).

Does Robert and Ruth K Lee Foundation give general operating support?

Yes: 100% of Robert and Ruth K Lee Foundation's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Robert and Ruth K Lee Foundation's largest grantees?

Robert and Ruth K Lee Foundation's largest 2025 grantees include The Salvation Army ($5,000), United Ministries ($5,000) and Meals on Wheels of Greenville Inc ($5,000), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.

How large is Robert and Ruth K Lee Foundation?

Robert and Ruth K Lee Foundation reported $629K in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $38K (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 Robert and Ruth K Lee Foundation's EIN?

Robert and Ruth K Lee Foundation's EIN (Employer Identification Number) is 56-6562309. IRS Form 990 filing data is available on this page for 2020–2025.

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

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Robert and Ruth K 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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