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Private foundation (trust)EIN 046919219Est. 2001-04

LEE FAMILY FOUNDATION

SARASOTA, FL 34231

Accepts unsolicited proposals

Total Assets

$1.8M

FY 2023

Annual Giving

$34K

FY 2023

Grants Made

34

FY 2023

Avg Grant

$993

FY 2023

Grant Range

$100–$10K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$112K

Total Expenses

$45K

Qualifying Distributions

$35K

Distributable Amount

$84K

Min. Investment Return

$85K

Undistributed Income

$84K

Payout rate 42%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.42%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

34 grants

Grant sizes from minimum $100 through median $500 to maximum $10K, 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 $61K in 2021. Hover bars for details.

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

Top Recipients

177 grants

SELBY GARDENS
$36K
5 grants
VAN WEZEL FOUNDATION
$20K
5 grants
LEHIGH UNIVERSITY CREW
$20K
3 grants
ALL FAITH FOOD BANK
$10K
2 grants
RINGLING MUSEUM FOUNDATION
$8K
3 grants
SARASOTA HEALTHCARE FDN
$6K
2 grants
LEADERSHIP INSTITUTE CAMPUS REFORM
$6K
5 grants
SARASOTA ORCHESTRA
$5K
4 grants

Grant Size Distribution

177 grants

<$10K
176
grants
$10–50K
1
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

20 states

Florida
$107K
62% of total
Pennsylvania
$20K
12% of total
District of Columbia
$15K
9% of total
Virginia
$11K
6% of total
California
$6K
3% of total
New York
$4K
2% of total
Tennessee
$2K
1% of total
Arizona
$2K
1% of total
Massachusetts
$2K
1% of total
Georgia
$1K
1% of total

+10 more states

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LEE FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo