Funder DirectoryROGER AND CLARISSA LEE FAMILY FOUNDATION
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Private foundation (trust)EIN 813134806Est. 2016-12

ROGER AND CLARISSA LEE FAMILY FOUNDATION

BOSTON, MA 02210

Total Assets

$10.3M

FY 2023

Annual Giving

$3.8M

FY 2023

Grants Made

8

FY 2023

Avg Grant

$471K

FY 2023

Grant Range

$8K–$3.3M

Typical

Deadlines

Applications

Focus Areas

PhilanthropyVoluntarism & Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$1.9M

Total Expenses

$3.9M

Qualifying Distributions

$3.8M

Distributable Amount

$515K

Min. Investment Return

$570K

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

8 grants

Grant sizes from minimum $8K through median $50K to maximum $3.3M, 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 2017 to 2023. Peak $8.9M in 2022. Hover bars for details.

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

Top Recipients

30 grants

THE TAFT SCHOOL
$6.1M
5 grants
YALE
$3.6M
2 grants
LEE FAMILY GIFT FUND
$3.3M
1 grant
YALE UNIVERSITY
$435K
3 grants
KEYS FAMILY DAY SCHOOL
$400K
3 grants
SCHOOLS MENTORING AND RESOURCE TEAM
$150K
1 grant
HOLDERNESS SCHOOL
$100K
2 grants
SMART SCHOLARS
$80K
1 grant

Grant Size Distribution

30 grants

<$10K
6
grants
$10–50K
12
grants
$50–250K
6
grants
$250K–1M
3
grants
$1–5M
2
grants
$5M+
1
grants

Geographic Focus

8 states

Connecticut
$10.1M
70% of total
Ohio
$3.3M
23% of total
California
$778K
5% of total
New Hampshire
$100K
1% of total
New York
$52K
0% of total
District of Columbia
$25K
0% of total
Maine
$25K
0% of total
Oregon
$3K
0% of total

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ROGER AND CLARISSA LEE FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo