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Agreement Establishing Lee Family Foundation Trust is a private trust based in JAMESTOWN, RI. The foundation received its IRS ruling in 2022. The principal officer is % Soon Yung Lee Ttee. It holds total assets of $4.7M. Annual income is reported at $3.8M. According to available records, Agreement Establishing Lee Family Foundation Trust has made 2 grants totaling $203K, with a median grant of $102K. Annual giving has grown from $3K in 2022 to $200K in 2023. Individual grants have ranged from $3K to $200K, with an average award of $102K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Massachusetts. Contributions to this foundation are tax-deductible.
Agreement Establishing Lee Family Foundation Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 2 grants. Its grantmaking reaches organizations primarily in MA.
Agreement Establishing Lee Family Foundation Trust has distributed a total of $203K across 2 grants. The median grant size is $102K, with an average of $102K. Individual grants have ranged from $3K to $200K.
Agreement Establishing Lee Family Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Agreement Establishing Lee Family Foundation Trust is headquartered in JAMESTOWN, RI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Susanna I Lee | Trustee | $12K | $0 | $12K |
Total Giving
$235K
Total Assets
$2.7M
Fair Market Value
$3.1M
Net Worth
$2.7M
Grants Paid
$200K
Contributions
$1.9M
Net Investment Income
$34K
Distribution Amount
$95K
Total: $1.5M
Total Grants
2
Total Giving
$203K
Average Grant
$102K
Median Grant
$102K
Unique Recipients
2
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lee Family Foundation Scholar AwardRESEARCH | Boston, MA | $200K | 2023 |
| Madeline SerticRESEARCH | Boston, MA | $3K | 2022 |
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