Terry Lee Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, IN. IRS filing data is available from 2021 through 2023. As of 2023, the organization holds $313K in total assets. In 2023, it awarded 2 grants totaling $6K. Net investment income was $11K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$313K
+30.0% YoY
Annual Giving
$6K
-35.1% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$3K
+29.9% YoY
About Terry Lee Foundation
Based on IRS filings
Terry Lee Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARMEL, IN. IRS filing data is available from 2021 through 2023. As of 2023, the organization holds $313K in total assets. In 2023, it awarded 2 grants totaling $6K. Net investment income was $11K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $313,135 | $240,927 | $91,647 |
| Revenue | $459,585 | $220,632 | $157,545 |
| Expenses | $21,855 | $9,812 | $9,584 |
| Qualifying Distributions | $15,150 | $8,995 | $9,500 |
| Net Investment Income | $10,628 | $2,121 | $7,548 |
| Distributable Amount | $17,616 | $6,776 | $3,952 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2023
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| TERRY LEE | CHAIRMAN | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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