Private foundation (trust)EIN 596499563Est. 1975-02

RB LEE TRUST UW

DALLAS, TX 752653067

Total Assets

$487K

FY 2024

Annual Giving

$18K

FY 2024

Grants Made

6

FY 2024

Avg Grant

$3K

FY 2024

Grant Range

$3K–$3K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$39K

Total Expenses

$27K

Qualifying Distributions

$21K

Distributable Amount

$22K

Min. Investment Return

$23K

Undistributed Income

$4K

Payout rate 95%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.95%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

7 years

Giving over time from 2018 to 2024. Peak $21K in 2023. Hover bars for details.

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

Top Recipients

42 grants

AMERICAN CANCER SOCIETY INC
$21K
7 grants
AMERICAN HEART ASSOCIATION
$21K
7 grants
AMERICAN NATIONAL RED CROSS
$21K
7 grants
ECKERD COLLEGE
$21K
7 grants
METROPOLITAN OPERA ASSOCIATION
$16K
5 grants
ALL CHILDREN'S HOSPITAL
$16K
5 grants
METROPOLITAN OPERA ASSOC
$6K
2 grants
ALL CHILDRENS HOSPITAL
$6K
2 grants

Grant Size Distribution

42 grants

<$10K
42
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Florida
$64K
50% of total
New York
$21K
17% of total
Oklahoma
$21K
17% of total
District of Columbia
$21K
17% of total

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RB LEE TRUST UW — Grants, Financials & Contact | Grantivo