Private foundation (trust)EIN 823350398Est. 2018-08

LEE FOUNDATION INC

MARY ESTHER, FL 32569

Accepts unsolicited proposals

Total Assets

$2.2M

FY 2023

Annual Giving

$109K

FY 2023

Grants Made

17

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$300–$24K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$62K

Total Expenses

$111K

Qualifying Distributions

$109K

Distributable Amount

$108K

Min. Investment Return

$109K

Undistributed Income

$107K

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

17 grants

Grant sizes from minimum $300 through median $5K to maximum $24K, 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 $109K in 2023. Hover bars for details.

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

Top Recipients

70 grants

FIRST BAPTIST CHURCH
$107K
5 grants
FLORIDA BAPTIST CHILDREN'S HOMES
$59K
4 grants
ONE MORE CHILD
$49K
2 grants
OPPORTUNITY PLACE INC
$41K
4 grants
FRESH START FOR CHILDREN & FAMILIES
$40K
4 grants
MEALS ON WHEELS OF OKALOOSA COUNTY
$28K
3 grants
SHARING AND CARING OF OKALOOSA COUNTY
$25K
3 grants
OCSO SHERIFF'S STAR CHARITY
$18K
3 grants

Grant Size Distribution

70 grants

<$10K
61
grants
$10–50K
9
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

9 states

Florida
$426K
92% of total
Georgia
$26K
5% of total
Tennessee
$4K
1% of total
Washington
$3K
1% of total
North Carolina
$2K
0% of total
Alabama
$2K
0% of total
Wisconsin
$2K
0% of total
Missouri
$1K
0% of total
Louisiana
$300
0% of total

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LEE FOUNDATION INC — Grants, Financials & Contact | Grantivo