Roger and Clarissa Lee Family Foundation

Private foundation · Grantmaker Boston, MA EIN: 81-3134806

The Roger and Clarissa Lee Family Foundation is a private foundation based in Boston, Massachusetts. In 2025, it reported eight grants totaling $315,000; each grant was listed with the purpose “education funding.”

Roger and Clarissa Lee Family Foundation at a glance

In short: Roger and Clarissa Lee Family Foundation gave $315K across 8 grants in 2025 (avg $39K), top state California. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$315,000
-91.6% vs 2024
Grants made (2025)
8
+0.0% vs 2024
Average grant
$39,375
-91.6% vs 2024
Median grant
$25,000
Total assets
$10,836,722
+5.3% vs 2024
Primary geography
California (44% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

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

How to apply to Roger and Clarissa Lee Family Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 260 Franklin Street Suite 1510, Boston, MA 02210
Phone: (617) 948-3800

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

Who Roger and Clarissa Lee Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Holderness School: $100KHolderness School$100KRiekes Center: $75KRiekes Center$75KEnneagram Prison Project: $30KEnneagram Prison Project$30KReproductive Freedom for All: $25KReproductive Freedom for All$25KPeninsula Bridge: $25KPeninsula Bridge$25KThe Taft School: $25KThe Taft School$25KYale: $25KYale$25KMenlo Antheron High School: $10KMenlo Antheron High School$10K

The largest 2025 recipient was Holderness School ($100K). Together the top 8 received $315K.

Grant Size Distribution

32 grants across all recorded years

12<$50K9$50–100K5$100–250K2$250–500K1$500K–1M2$1–5M1$5M+

The most common grant size was under $50K: 12 grants of 32 (38%).

Geographic Focus

Where this funder awards grants

The 2025 grant dollars were distributed among recipients in California (44%), New Hampshire (32%), Connecticut (16%), and Washington, DC (8%).

Grant Distribution by State

8states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

New HavenWatertownMenlo ParkHoldernessPalo AltoPortlandSan FranciscoSan MateoWashingtonAthertonCincinnatiLos GatosNew YorkPurchaseTruckee

How Roger and Clarissa Lee Family Foundation gives

  • Giving fell 72% from 2022 to 2025. Method
  • In 2025 it paid out 63% 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$2.5M$5M$7.5M$10M6 grants2020 6 grants2021 5 grants2022 5 grants2023 8 grants2024 8 grants2025

From 2020 to 2025, annual grant giving ranged from $315K (2025) to $8.9M (2023). In 2025 it made 8 grants totaling $315K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Holderness School Holderness, NHEducation Funding$100,000
Riekes Center Menlo Park, CAEducation Funding$75,000
Enneagram Prison Project Los Gatos, CAEducation Funding$30,000
Reproductive Freedom for All Washington, DCEducation Funding$25,000
Peninsula Bridge San Mateo, CAEducation Funding$25,000
The Taft School Watertown, CTEducation Funding$25,000
Yale New Haven, CTEducation Funding$25,000
Menlo Antheron High School Menlo Park, CAEducation Funding$10,000
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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$10,836,722$1,068,395$433,387$315,0008$347,645$982,653$548,267
2024$10,290,909$1,873,695$3,935,271$3,769,0008$3,801,499$3,909,918$515,206
2023$11,790,803$16,052,429$5,857,319$8,938,0005$8,974,270$14,793,796$411,543
2022$3,374,103$5,208,816$1,231,383$1,132,0005$1,132,000$1,302,667$338,814
2021$2,692,175$5,839,910$1,035,224$992,5006—$2,552,008$143,478
2020$808,031$507,674$636,346$621,8656—$476,167$51,464

Under IRS private-foundation payout rules, Roger and Clarissa Lee Family Foundation reported a distributable amount of $548K for 2025 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grant listings identify education funding as the purpose of all eight grants. The recipients include schools and organizations with varied missions. For example, Holderness School says it fosters the development of mind, body, and spirit in a caring community, while The Taft School Corporation describes its mission as educating the whole student. Enneagram Prison Project says it works with incarcerated people to support self-awareness, self-regulation, and self-compassion. Reproductive Freedom for All describes its mission as building a constituency to use the political process to protect reproductive decision-making.

Grantmaking

In 2025, the foundation reported eight grants totaling $315,000. Grants ranged from $10,000 to $100,000, with a median of $25,000. The largest awards were $100,000 to Holderness School and $75,000 to Riekes Center. Other listed grants included $30,000 to Enneagram Prison Project and $25,000 each to Reproductive Freedom for All, Peninsula Bridge, The Taft School, and Yale.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Roger H Lee as president and Clarissa H Lee as secretary and treasurer.

Roger and Clarissa Lee Family Foundation is led by Roger H. Lee, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Roger H. Lee

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Clarissa H. Lee

    Secretary & Treasurer

    Sec'y & Treasurer → Secretary & Treasurer, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

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.

Frequently asked questions about Roger and Clarissa Lee Family Foundation

How much does Roger and Clarissa Lee Family Foundation give each year?

Roger and Clarissa Lee Family Foundation gave $315K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3.8M across 8 grants.

What is Roger and Clarissa Lee Family Foundation's typical grant size?

Roger and Clarissa Lee Family Foundation's median grant in 2025 was $25,000, and its average grant was $39,375, across 8 grants on its 2025 IRS Form 990-PF.

Where does Roger and Clarissa Lee Family Foundation give grants?

Roger and Clarissa Lee Family Foundation's top state is California, with 44% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New Hampshire (32%) and Connecticut (16%). The most frequent recipient cities were Menlo Park, CA (2 grants).

Does Roger and Clarissa Lee Family Foundation give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on Roger and Clarissa Lee Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education Funding" (8 grants).

Who are Roger and Clarissa Lee Family Foundation's largest grantees?

Roger and Clarissa Lee Family Foundation's largest 2025 grantees include Holderness School ($100,000), Riekes Center ($75,000) and Enneagram Prison Project ($30,000), according to its 2025 IRS Form 990-PF. Together they received 65% of its itemized 2025 grant dollars.

How large is Roger and Clarissa Lee Family Foundation?

Roger and Clarissa Lee Family Foundation reported $10.8M in total assets on its 2025 IRS Form 990-PF. It paid out $348K in qualifying distributions that year, against a required minimum of $548K (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 does Roger and Clarissa Lee Family Foundation fund?

No mission statement for the foundation is provided. Its 2025 grant listings identify education funding as the purpose of all eight grants. The recipients include schools and organizations with varied missions. See mission & focus areas ↑

How do I apply for a grant from Roger and Clarissa Lee Family Foundation?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Roger and Clarissa Lee Family Foundation's EIN?

Roger and Clarissa Lee Family Foundation's EIN (Employer Identification Number) is 81-3134806. IRS Form 990 filing data is available on this page for 2020–2025.

Does Roger and Clarissa Lee Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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

Figures come from Roger and Clarissa Lee Family 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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