Roger and Clarissa Lee Family Foundation
The Roger and Clarissa Lee Family Foundation is a private foundation based in Boston, Massachusetts. Established in 2016, it operates as a 501(c)(3) organization dedicated to philanthropic grantmaking.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$10.8M
+5.3% YoY
Annual Giving
$315K
-91.6% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$39K
-91.6% YoY
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.
Mission & Focus Areas
The foundation primarily funds education initiatives. Its grant-making focuses on:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation made six grants in 2024, including:
Grant Range
** Typical awards range from $8,000 to $5,168,000
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking priorities include:
- California
- Connecticut
- New Hampshire
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $10,290,909 (as of fiscal year ending June 2024)
Total Revenues: $1,873,695 (FYE 06/2024)
Total Expenses: $3,935,271 (FYE 06/2024)
Investment Income: $370,682 (FYE 06/2024), representing a 43.3% increase from the prior year
Employees: 0
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $10,836,722 | $10,290,909 | $11,790,803 |
| Revenue | $1,068,395 | $1,873,695 | $16,052,429 |
| Expenses | $433,387 | $3,935,271 | $5,857,319 |
| Qualifying Distributions | $347,645 | $3,801,499 | $8,974,270 |
| Net Investment Income | $982,653 | $3,909,918 | $14,793,796 |
| Distributable Amount | $548,267 | $515,206 | $411,543 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Holderness School ($100,000), Riekes Center ($75,000), Enneagram Prison Project ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HOLDERNESS SCHOOL HOLDERNESS, NH | EDUCATION FUNDING | $100,000 |
| RIEKES CENTER MENLO PARK, CA | EDUCATION FUNDING | $75,000 |
| ENNEAGRAM PRISON PROJECT LOS GATOS, CA | EDUCATION FUNDING | $30,000 |
| REPRODUCTIVE FREEDOM FOR ALL WASHINGTON, DC | EDUCATION FUNDING | $25,000 |
| PENINSULA BRIDGE SAN MATEO, CA | EDUCATION FUNDING | $25,000 |
| THE TAFT SCHOOL WATERTOWN, CT | EDUCATION FUNDING | $25,000 |
| YALE NEW HAVEN, CT | EDUCATION FUNDING | $25,000 |
| MENLO ANTHERON HIGH SCHOOL MENLO PARK, CA | EDUCATION FUNDING | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROGER H LEE | PRESIDENT | 1 | — |
| CLARISSA H LEE | SECRETARY & TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Roger and Clarissa Lee Family Foundation fund?
The foundation primarily funds education initiatives. Its grant-making focuses on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Roger and Clarissa Lee Family Foundation?
**Grant Activity:** The foundation made six grants in 2024, including: • The Taft School Corporation: $241,000 (Education Funding) • Mory's Preservation: $50,000 (Education Funding) • Holderness School: $50,000 (Education Funding) **Total Giving:** $315,000 (most recent fiscal year) **Grant Range:** Typical awards range from $8,000 to $5,168,000
Where does Roger and Clarissa Lee Family Foundation make grants?
The foundation's grantmaking priorities include: • California • Connecticut • New Hampshire
What size grants does Roger and Clarissa Lee Family Foundation award?
In 2025, Roger and Clarissa Lee Family Foundation awarded 8 grants totaling $315K — an average of about $39K per grant, based on its IRS Form 990 filings.
How much is Roger and Clarissa Lee Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Roger and Clarissa Lee Family Foundation reported a distributable amount of $548K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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