Funder DirectoryDANIEL R AND KAREN KALES LEE FAMILY
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Private foundation (trust)EIN 364157608Est. 1997-09

DANIEL R AND KAREN KALES LEE FAMILY

GLENCOE, IL 60022

Total Assets

$7.5M

FY 2023

Annual Giving

$361K

FY 2023

Grants Made

19

FY 2023

Avg Grant

$19K

FY 2023

Grant Range

$100–$125K

Typical

Deadlines

Applications

Focus Areas

Public Foundations

Financial Snapshot

2023 filing

Total Revenue

$859K

Total Expenses

$388K

Qualifying Distributions

$364K

Distributable Amount

$331K

Min. Investment Return

$336K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

19 grants

Grant sizes from minimum $100 through median $4K to maximum $125K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $564K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

100 grants

JEWISH UNITED FUND
$561K
5 grants
NORTHWESTERN MEMORIAL FOUNDATION
$525K
2 grants
AMERICAN FRIENDS-MAGEN DAVID
$305K
4 grants
AM SHALOM
$88K
5 grants
BERNIE'S BOOK BANK
$64K
5 grants
CJE SENIOR LIFE
$54K
1 grant
THE ARK
$36K
1 grant
JEWISH FEDERATION OF GREATER PHOENIX
$30K
3 grants

Grant Size Distribution

100 grants

<$10K
78
grants
$10–50K
12
grants
$50–250K
9
grants
$250K–1M
1
grants
$1–5M
$5M+

Geographic Focus

11 states

Illinois
$1.7M
92% of total
Louisiana
$54K
3% of total
Arizona
$42K
2% of total
New York
$30K
2% of total
Florida
$10K
1% of total
California
$5K
0% of total
District of Columbia
$3K
0% of total
Maryland
$1K
0% of total
Michigan
$1K
0% of total
Wisconsin
$430
0% of total

+1 more states

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DANIEL R AND KAREN KALES LEE FAMILY — Grants, Financials & Contact | Grantivo