Lee Endowment Foundation | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Lee Endowment Foundation. Data shown is extracted from Form 990-PF filings.
EIN: 42-1074052
Foundation Overview
Based in Mason City, IA, Lee Endowment Foundation has awarded 141 grants totaling $238,958 to organizations in Iowa and Arizona. Individual grants range from $62 to $7,000, with a median award of $770.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
6 of 22 recipients (27%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.
Geographic Focus
92% of all grants are concentrated in Iowa, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Iowa, funding concentrates in Mason City (75%), Indianola (8%), Waterloo (8%).
Funding Trajectory
Declining funding trend with 80% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Diversified giving across multiple program areas with primary emphasis on general purposes (56%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Lee Endowment Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Christmas Cheer Fund | $62 | Mason City, IA, US | Operations | 2024 |
| First Presbyterian Church | $125 | Mason City, IA, US | Operations | 2024 |
| Mason City Parks & Rec Dept | $624 | Mason City, IA, US | Rick Rorick Park Support | 2024 |
| Mason City Ymca | $2,000 | Mason City, IA, US | Sustainability Project | 2024 |
| Niacc Foundation | $348 | Mason City, IA, US | Scholarships | 2024 |
| Simpson College | $125 | Indianola, IA, US | Operations | 2024 |
| St Andrews Presbyterian Church | $125 | Tucson, AZ, US | Operations | 2024 |
| Stebens Childrens Theatre | $2,000 | Mason City, IA, US | Making Space For Learning Project | 2024 |
| United Way Of North Central Iowa | $62 | Mason City, IA, US | Operations | 2024 |
| Winnebago Boy Scout Council | $125 | Waterloo, IA, US | Operations | 2024 |
| Yss Of North Iowa | $2,837 | Mason City, IA, US | Cwes Shelter & Crisis Stabilization Programs | 2024 |
| Christmas Cheer Fund | $62 | Mason City, IA, US | Operations | 2024 |
| First Presbyterian Church | $125 | Mason City, IA, US | Operations | 2024 |
| Mason City Parks & Rec Dept | $624 | Mason City, IA, US | Rick Rorick Park Support | 2024 |
| Mason City Ymca | $2,000 | Mason City, IA, US | Sustainability Project | 2024 |
| Niacc Foundation | $348 | Mason City, IA, US | Scholarships | 2024 |
| Simpson College | $125 | Indianola, IA, US | Operations | 2024 |
| St Andrews Presbyterian Church | $125 | Tucson, AZ, US | Operations | 2024 |
| Stebens Childrens Theatre | $2,000 | Mason City, IA, US | Making Space For Learning Project | 2024 |
| United Way Of North Central Iowa | $62 | Mason City, IA, US | Operations | 2024 |
| Winnebago Boy Scout Council | $125 | Waterloo, IA, US | Operations | 2024 |
| Yss Of North Iowa | $2,837 | Mason City, IA, US | Cwes Shelter & Crisis Stabilization Programs | 2024 |
| Charlie Brown Preschool & Child Care | $3,000 | Mason City, IA, US | Baby Classroom Improvement | 2023 |
| First Presbyterian Church | $285 | Mason City, IA, US | Operations | 2023 |
| Francis Lauer Youth Services | $5,000 | Mason City, IA, US | Yss Stabilization Programs | 2023 |
| Girl Scouts Of Greater Iowa | $3,000 | Mason City, IA, US | Challenge Course | 2023 |
| Mason City Parks & Rec Dept | $1,425 | Mason City, IA, US | Operations | 2023 |
| Niacc Foundation | $2,244 | Mason City, IA, US | Scholarships | 2023 |
| One Vision | $2,658 | Clear Lake, IA, US | Wellness Center | 2023 |
| Simpson College | $285 | Indianola, IA, US | Operations | 2023 |
| St Andrews Presbyterian Church | $285 | Tucson, AZ, US | Operations | 2023 |
| United Way Of North Central Iowa | $285 | Mason City, IA, US | Operations | 2023 |
| Winnebago Boy Scout Council | $285 | Waterloo, IA, US | Operations | 2023 |
| First Presbyterian Church | $322 | Mason City, IA, US | Operations | 2022 |
| Francis Lauer Youth Services | $3,000 | Mason City, IA, US | Yss Rapid Rehousing | 2022 |
| Globe Gazette Christmas Cheer Fund | $161 | Mason City, IA, US | Operations | 2022 |
| Mason City Parks & Rec Dept | $1,611 | Mason City, IA, US | Operations | 2022 |
| Niacc Foundation | $3,594 | Mason City, IA, US | Scholarships | 2022 |
| North Iowa Area Community College | $7,000 | Mason City, IA, US | Performing Arts & Leadership Series | 2022 |
| North Iowa Band Festival | $3,000 | Mason City, IA, US | Travel Stipends | 2022 |
| One Vision | $2,342 | Clear Lake, IA, US | Wellness Center | 2022 |
| Simpson College | $322 | Indianola, IA, US | Operations | 2022 |
| St Andrews Presbyterian Church | $322 | Tucson, AZ, US | Operations | 2022 |
| United Way Of North Central Iowa | $161 | Mason City, IA, US | Operations | 2022 |
| Winnebago Boy Scout Council | $322 | Waterloo, IA, US | Operations | 2022 |
| First Presbyterian Church | $322 | Mason City, IA, US | Operations | 2022 |
| Francis Lauer Youth Services | $3,000 | Mason City, IA, US | Yss Rapid Rehousing | 2022 |
| Globe Gazette Christmas Cheer Fund | $161 | Mason City, IA, US | Operations | 2022 |
| Mason City Parks & Rec Dept | $1,611 | Mason City, IA, US | Operations | 2022 |
| Niacc Foundation | $3,594 | Mason City, IA, US | Scholarships | 2022 |
| North Iowa Area Community College | $7,000 | Mason City, IA, US | Performing Arts & Leadership Series | 2022 |
| North Iowa Band Festival | $3,000 | Mason City, IA, US | Travel Stipends | 2022 |
| One Vision | $2,342 | Clear Lake, IA, US | Wellness Center | 2022 |
| Simpson College | $322 | Indianola, IA, US | Operations | 2022 |
| St Andrews Presbyterian Church | $322 | Tucson, AZ, US | Operations | 2022 |
| United Way Of North Central Iowa | $161 | Mason City, IA, US | Operations | 2022 |
| Winnebago Boy Scout Council | $322 | Waterloo, IA, US | Operations | 2022 |
| First Presbyterian Church | $322 | Mason City, IA, US | Operations | 2022 |
| Francis Lauer Youth Services | $3,000 | Mason City, IA, US | Yss Rapid Rehousing | 2022 |
| Globe Gazette Christmas Cheer Fund | $161 | Mason City, IA, US | Operations | 2022 |
| Mason City Parks & Rec Dept | $1,611 | Mason City, IA, US | Operations | 2022 |
| Niacc Foundation | $3,594 | Mason City, IA, US | Scholarships | 2022 |
| North Iowa Area Community College | $7,000 | Mason City, IA, US | Performing Arts & Leadership Series | 2022 |
| North Iowa Band Festival | $3,000 | Mason City, IA, US | Travel Stipends | 2022 |
| One Vision | $2,342 | Clear Lake, IA, US | Wellness Center | 2022 |
| Simpson College | $322 | Indianola, IA, US | Operations | 2022 |
| St Andrews Presbyterian Church | $322 | Tucson, AZ, US | Operations | 2022 |
| United Way Of North Central Iowa | $161 | Mason City, IA, US | Operations | 2022 |
| Winnebago Boy Scout Council | $322 | Waterloo, IA, US | Operations | 2022 |
| Central Gardens Of North Iowa | $621 | Clear Lake, IA, US | Programs For Youth | 2021 |
| First Presbyterian Church | $180 | Mason City, IA, US | Operations | 2021 |
| Francis Lauer Youth Services | $1,750 | Mason City, IA, US | Youth Emergency Shelter | 2021 |
| Globe Gazette Christmas Cheer Fund | $90 | Mason City, IA, US | Operations | 2021 |
| Mason City Foundation Music Man Square | $1,000 | Mason City, IA, US | Update Phone System | 2021 |
| Mason City Parks & Rec Dept | $900 | Mason City, IA, US | Ray Rorick Park Development | 2021 |
| Niacc Foundation | $770 | Mason City, IA, US | Scholarships | 2021 |
| North Iowa Area Community College | $2,000 | Mason City, IA, US | Performing Arts & Leadership Series | 2021 |
| One Vision | $1,500 | Clear Lake, IA, US | Wellness Center | 2021 |
| Simpson College | $180 | Indianola, IA, US | Operations | 2021 |
| St Andrews Presbyterian Church | $180 | Tucson, AZ, US | Operations | 2021 |
| United Way Of North Central Iowa | $90 | Mason City, IA, US | Operations | 2021 |
| Winnebago Boy Scout Council | $180 | Waterloo, IA, US | Operations | 2021 |
| Charlie Brown Preschool & Child Care | $3,500 | Mason City, IA, US | Playground Improvements | 2020 |
| Elderbridge Agency On Aging | $2,500 | Mason City, IA, US | Material Aid | 2020 |
| First Presbyterian Church | $339 | Mason City, IA, US | Operations | 2020 |
| Francis Lauer Youth Services | $4,000 | Mason City, IA, US | Youth Emergency Shelter | 2020 |
| Globe Gazette Christmas Cheer Fund | $168 | Mason City, IA, US | Operations | 2020 |
| Mason City Parks & Rec Dept | $1,694 | Mason City, IA, US | Ray Rorick Park Development | 2020 |
| Niacc Foundation | $3,775 | Mason City, IA, US | Scholarships | 2020 |
| North Iowa Area Community College | $4,000 | Mason City, IA, US | Performing Arts & Leadership Series | 2020 |
| North Iowa Transition Center | $2,156 | Mason City, IA, US | Residential Care Facility Continuity Of Care | 2020 |
| One Vision | $2,000 | Clear Lake, IA, US | Wellness Center | 2020 |
| Simpson College | $339 | Indianola, IA, US | Operations | 2020 |
| St Andrews Presbyterian Church | $339 | Tucson, AZ, US | Operations | 2020 |
| United Way Of North Central Iowa | $169 | Mason City, IA, US | Operations | 2020 |
| Winnebago Boy Scout Council | $339 | Waterloo, IA, US | Operations | 2020 |
| Charlie Brown Preschool & Child Care | $4,000 | Mason City, IA, US | Program Supplies/equipment | 2018 |
| First Presbyterian Church | $430 | Mason City, IA, US | Operations | 2018 |
| Francis Lauer Youth Services | $2,068 | Mason City, IA, US | Tables For Training | 2018 |
| Globe Gazette Christmas Cheer Fund | $215 | Mason City, IA, US | Operations | 2018 |
| Instrumental Music Boosters | $3,000 | Mason City, IA, US | New Instrument Fund | 2018 |
| Mason City Parks & Rec Dept | $2,152 | Mason City, IA, US | Ray Rorick Park Development | 2018 |
| Mason City Ymca | $3,000 | Mason City, IA, US | Military/veterans Memberships | 2018 |
| Niacc Foundation | $3,951 | Mason City, IA, US | Scholarships | 2018 |
| North Iowa Area Community College | $5,000 | Mason City, IA, US | Performing Arts Series | 2018 |
| North Iowa Band Festival | $4,320 | Mason City, IA, US | Podiums | 2018 |
| Simpson College | $430 | Indianola, IA, US | Operations | 2018 |
| St Andrews Presbyterian Church | $430 | Tucson, AZ, US | Operations | 2018 |
| United Way Of North Central Iowa | $215 | Mason City, IA, US | Operations | 2018 |
| Winnebago Boy Scout Council | $431 | Waterloo, IA, US | Operations | 2018 |
| Clear Lake Community Schools | $3,000 | Clear Lake, IA, US | Purchase Tubas | 2017 |
| Elderbridge Agency On Aging | $3,000 | Mason City, IA, US | Emergency Shelf Staple Pantry Meals | 2017 |
| First Presbyterian Church | $434 | Mason City, IA, US | Operations | 2017 |
| Francis Lauer Youth Services | $1,349 | Mason City, IA, US | Tables For Training | 2017 |
| Globe Gazette Christmas Cheer Fund | $217 | Mason City, IA, US | Operations | 2017 |
| Instrumental Music Boosters | $3,250 | Mason City, IA, US | New Instrument Fund | 2017 |
| Mason City Parks & Rec Dept | $2,172 | Mason City, IA, US | Ray Rorick Park Development | 2017 |
| Niacc Foundation | $4,666 | Mason City, IA, US | Scholarships | 2017 |
| North Iowa Area Community College | $5,000 | Mason City, IA, US | Performing Arts Series | 2017 |
| North Iowa Band Festival | $1,000 | Mason City, IA, US | Podiums | 2017 |
| Plymouth Area Fire Association Inc | $1,150 | Plymouth, IA, US | Trauma Splinting Equipment | 2017 |
| Simpson College | $434 | Indianola, IA, US | Operations | 2017 |
| St Andrews Presbyterian Church | $434 | Tucson, AZ, US | Operations | 2017 |
| Tlc Broadcasting Corp-kcmr Radio | $4,000 | Mason City, IA, US | Studio Upgrades | 2017 |
| United Way Of North Central Iowa | $217 | Mason City, IA, US | Operations | 2017 |
| Winnebago Boy Scout Council | $434 | Waterloo, IA, US | Operations | 2017 |
| Charlie Brown Preschool & Child Care | $4,500 | Mason City, IA, US | Bringing Technology Into The Classroom | 2016 |
| Clear Lake Community Schools | $3,000 | Clear Lake, IA, US | Purchase Eupohoniums, Marching Horns | 2016 |
| First Presbyterian Church | $573 | Mason City, IA, US | Operationsoperations | 2016 |
| Globe Gazette Christmas Cheer Fund | $286 | Mason City, IA, US | Operations | 2016 |
| Instrumental Music Boosters | $3,375 | Mason City, IA, US | Purchase Yamaha French Horn | 2016 |
| Mason City Parks & Rec Dept | $2,868 | Mason City, IA, US | Ray Rorick Park Development | 2016 |
| Niacc Foundation | $6,446 | Mason City, IA, US | Scholarships | 2016 |
| North Iowa Area Community College | $6,228 | Mason City, IA, US | Performing Arts Series | 2016 |
| Simpson College | $574 | Indianola, IA, US | Operations | 2016 |
| St Andrews Presbyterian Church | $573 | Tucson, AZ, US | Operations | 2016 |
| United Way Of North Central Iowa | $287 | Mason City, IA, US | Operations | 2016 |
| Winnebago Boy Scout Council | $573 | Waterloo, IA, US | Operations | 2016 |
| Elderbridge Agency On Aging | $5,000 | Mason City, IA, US | Purchase Of Vehicle | 2016 |
| Tlc Broadcasting Corp-kcmr Radio | $3,000 | Mason City, IA, US | Production Studio | 2016 |
| Francis Lauer Youth Services | $4,428 | Mason City, IA, US | Purchase New Carpet | 2016 |
Foundations Similar to Lee Endowment Foundation
Discover 5 foundations with comparable assets ($192,392-$216,594), similar grant patterns, and geographic focus in IA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Herrig Charitable Foundation
EIN: 42-6430625 | 56 grants awarded |
$210,442
(≈ Similar) |
$1,000
median grant |
Dubuque, IA
Same state |
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Jung Family Charitable Foundation
EIN: 20-3578181 | 104 grants awarded |
$202,091
(≈ Similar) |
$500
median grant |
Cedar Rapids, IA
Same state |
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|
Helen S Casper Christian
EIN: 65-1064271 | 58 grants awarded |
$216,508
(≈ Similar) |
$1,250
median grant |
Britt, IA
Same state |
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|
William L & Doris E Niemann Charitable Foundation
EIN: 36-7087816 | 103 grants awarded |
$216,594
(≈ Similar) |
$500
median grant |
Urbandale, IA
Same state |
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|
Louis J Elbert Trust
EIN: 42-1301198 | 61 grants awarded |
$192,392
(≈ Similar) |
$450
median grant |
Algona, IA
Same state |
|
Related Foundation Resources in IA:
Contact Information
Official contact details for Lee Endowment Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 42-1074052 |
| Website | N/A |
| Address | PO BOX 1708 Mason City, IA 50402-1708 |
Key People (3)
Board members, trustees, and key staff who oversee Lee Endowment Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Sec/treas/director | Ronald L Rickman |
|---|---|
| President/director | Howard Kennedy |
| Asst Secretary | Cd Waterman Iii |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Lee Endowment Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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