Private foundation (trust)EIN 472513505Est. 2015-03

LEE FOUNDATION

OWATONNA, MN 55060

Total Assets

$317K

FY 2023

Annual Giving

$25K

FY 2023

Grants Made

2

FY 2023

Avg Grant

$13K

FY 2023

Grant Range

$5K–$20K

Typical

Deadlines

Applications

Focus Areas

Education

Financial Snapshot

2023 filing

Total Revenue

$119K

Total Expenses

$52K

Qualifying Distributions

$33K

Distributable Amount

$28K

Min. Investment Return

$28K

Undistributed Income

$16K

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.

Giving Over Time

3 years

Giving over time from 2018 to 2023. Peak $33K in 2022. Hover bars for details.

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

Top Recipients

8 grants

UNIVERSITY OF MN
$57K
3 grants
MN STATE UNIVERSITY MANKATO
$13K
2 grants
SOUTH CENTRAL COLLEGE
$10K
1 grant
DAVIS CROSS CULTURAL ASSOCIATION
$3K
1 grant
FERDINANDS RESCUE INC
$3K
1 grant

Grant Size Distribution

8 grants

<$10K
5
grants
$10–50K
3
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

3 states

Minnesota
$80K
93% of total
California
$3K
4% of total
Indiana
$3K
4% of total

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LEE FOUNDATION — Grants, Financials & Contact | Grantivo