The Lee Family Foundation

Foundation · Grantmaker Millwood, GA EIN: 59-7162329

The Lee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Millwood, GA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $92K in total assets. In 2025, it awarded 2 grants totaling $4K. Net investment income was $7K.

Key facts about The Lee Family Foundation

In short: The Lee Family Foundation gave $4K across 2 grants in 2025 (avg $2K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
59-7162329
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$3,500
Grants made (2025)
2
Average grant
$1,750
Median grant
$1,750
Total assets
$91,860
Primary geography
Florida (86% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$92K

+9.1% YoY

Annual Giving

$4K

-12.5% YoY

Grant Count

2

-50.0% YoY

Avg Grant Size

$2K

+75.0% YoY

Under IRS private-foundation payout rules, The Lee Family Foundation reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.

How The Lee Family Foundation gives

  • Giving fell 22% from 2022 to 2025. Method
  • In 2025 it paid out 83% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 2 itemized 2025 grant dollars.

Cities

JacksonvilleWaycrossDouglasGainesvilleMillwood

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$4K$6K1 grants20202 grants20213 grants20223 grants20234 grants20242 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Baptist Health Systems Foundation: $3KBaptist Health SystemsFoundation$3KOther Charities: $500Other Charities$500

Grant Size Distribution

14 grants across all recorded years

14<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
BAPTIST HEALTH SYSTEMS FOUNDATION Jacksonville, FLCOMMUNITY HEALTHCARE$3,000
OTHER CHARITIES Millwood, GASUPPORT VARIOUS CHARITIES$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K202020212022202320242025
Metric202520242023
Total Assets$91,860$84,189$78,135
Revenue$7,669$9,781$5,219
Expenses$4,081$4,750$4,542
Qualifying Distributions$3,500$4,000$4,000
Net Investment Income$7,088$5,849$2,727
Distributable Amount$4,236$3,916$3,745

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 27, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 11, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 13, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

The Lee Family Foundation is led by Fred Lee, Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Fred Lee

    Trustee

    On filings since 2020

    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 The Lee Family Foundation

How much does The Lee Family Foundation give each year?

The Lee Family Foundation gave $4K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 4 grants.

How large is The Lee Family Foundation?

The Lee Family Foundation reported $92K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets).

What is The Lee Family Foundation?

The Lee Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Millwood, GA. It holds $92K in total assets as of 2025.

Where does The Lee Family Foundation operate?

The Lee Family Foundation has awarded grants in Florida, Georgia.

What is The Lee Family Foundation's EIN?

The Lee Family Foundation's EIN (Employer Identification Number) is 59-7162329. 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.

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