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Lee Family Foundation Trust is a private trust based in SARASOTA, FL. The foundation received its IRS ruling in 2001. The principal officer is Steven J Lee. It holds total assets of $1.8M. Annual income is reported at $1.3M. Total assets have grown from $927K in 2011 to $1.4M in 2023. The foundation is governed by 4 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Florida, District of Columbia and Virginia. According to available records, Lee Family Foundation Trust has made 100 grants totaling $97K, with a median grant of $362.5. Annual giving has decreased from $63K in 2022 to $34K in 2023. Individual grants have ranged from $100 to $10K, with an average award of $968. The foundation has supported 46 unique organizations. The foundation primarily supports organizations in Florida, District of Columbia, Pennsylvania, which account for 52% of all grants. Grantmaking reaches organizations across 13 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$250
Average Grant
$726
Largest Grant
$5K
Based on 37 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Lee Family Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 100 grants. Its grantmaking reaches organizations primarily in FL, DC, PA.
Lee Family Foundation Trust has distributed a total of $97K across 100 grants. The median grant size is $362.5, with an average of $968. Individual grants have ranged from $100 to $10K.
Lee Family Foundation Trust typically selects its grantees rather than accepting unsolicited proposals. Subject to vote by trustees.
Lee Family Foundation Trust is headquartered in SARASOTA, FL. While based in FL, the foundation distributes grants to organizations across 13 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Megan A Lee | TRUSTEE | $0 | $0 | N/A |
| Steven J Lee | PRESIDENT | $0 | $0 | N/A |
| Karen A Lee | TRUSTEE | $0 | $0 | N/A |
| Justin S Lee | TRUSTEE | $0 | $0 | N/A |
Total Giving
$45K
Total Assets
$1.4M
Fair Market Value
$1.8M
Net Worth
$1.4M
Grants Paid
$34K
Contributions
N/A
Net Investment Income
$102K
Distribution Amount
$84K
Total: $800K
Total Grants
100
Total Giving
$97K
Average Grant
$968
Median Grant
$362.5
Unique Recipients
46
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Heritage FoundationCHARITABLE | Washington Dc, DC | $1K | 2023 |
| American Cancer SocietyCHARITABLE | Atlanta, GA | $100 | 2023 |
| Selby GardensCHARITABLE | Sarasota, FL | $10K | 2023 |
| Van Wezel FoundationCHARITABLE | Sarasota, FL | $4K | 2023 |
| The RinglingCHARITABLE | Sarasota, FL | $3K | 2023 |
| Leadership Institute Campus ReformCHARITABLE | Arlington, VA | $2K | 2023 |
| International Fellowship ChristiansCHARITABLE | Washington Dc, DC | $2K | 2023 |
| Sherborn Fire & RescueCHARITABLE | Sherborn, MA | $1K | 2023 |
| Turning Point UsaCHARITABLE | Phoenix, AZ | $1K | 2023 |
| Prager UniversityCHARITABLE | Sherman Oaks, CA | $1K | 2023 |
| Tunnel To TowersCHARITABLE | Staten Island, NY | $1K | 2023 |
| Alzheimers AssociationCHARITABLE | Washington, DC | $1K | 2023 |
| Sarasota OrchestraCHARITABLE | Sarasota, FL | $1K | 2023 |
| St JudeCHARITABLE | Memphis, TN | $500 | 2023 |
| Capital Research CtrCHARITABLE | Washington, DC | $500 | 2023 |
| Police Family Survivors FundCHARITABLE | Titusville, FL | $500 | 2023 |
| All Faiths Food BankCHARITABLE | Sarasota, FL | $500 | 2023 |
| Judicial WatchCHARITABLE | Washington, DC | $500 | 2023 |
| Semper K-9CHARITABLE | Quantico, VA | $500 | 2023 |
| Vet Foreign WarsCHARITABLE | St Petersburg, FL | $300 | 2023 |
| Shriners Hospital For ChildrenCHARITABLE | Atlanta, GA | $250 | 2023 |
| Hillsdale CollegeCHARITABLE | Hillsdale, MI | $250 | 2023 |
| American Jewish CommitteeCHARITABLE | Jericho, NY | $250 | 2023 |
| Florida TheatreCHARITABLE | Jacksonville, FL | $250 | 2023 |
| Mutts With A MissionCHARITABLE | Virginia Beach, VA | $200 | 2023 |
| Compassion & ChoicesCHARITABLE | Portland, OR | $200 | 2023 |
| Marine Corp Heritage FundCHARITABLE | Triangle, VA | $200 | 2023 |
| Companions For HerosCHARITABLE | Brunswick, GA | $200 | 2023 |
| Marine Corp Scholarship FundCHARITABLE | Alexanfria, VA | $200 | 2023 |
| Wounded WarriorCHARITABLE | Jacksonville, FL | $100 | 2023 |
| Nra-IlaCHARITABLE | Fairfax, VA | $100 | 2023 |
| Florida Sherrifs AssocCHARITABLE | Tallahassee, FL | $100 | 2023 |
| Coast Guard FoundationCHARITABLE | Stonington, CT | $100 | 2023 |
| WsmrCHARITABLE | Tampa, FL | $100 | 2023 |
| Lehigh University CrewCHARITABLE | Bethlehem, PA | $5K | 2022 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL