Henry And Shirley Lee Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Henry And Shirley Lee Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 47-5352519

Foundation Overview

Based in Laguna Woods, CA, Henry And Shirley Lee Foundation has awarded 23 grants totaling $141,046 to organizations in California and Oklahoma. Individual grants range from $500 to $16,873, with a median award of $5,000.

Latest Tax Year
2023
Total Giving (all years)
$141,046
Total Assets
$0
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
8
Median Grant
$5,500
% Median Grant Decline
-13% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Relationship-Focused: 25%

2 of 8 recipients (25%) were new grantees. Foundation strongly favors organizations with proven track records. New partnerships develop slowly over time.

Geographic Focus
California

96% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Laguna Woods (41%), Laguna Hills (27%), Irvine (23%).

Funding Trajectory
+362%

Strong 362% growth in annual giving over 5 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Community Projects

Highly focused on community projects with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Henry And Shirley Lee 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
Uci Foundation $5,000 Irvine, CA, US Support 2023
Saddlebak Memorial $6,000 Laguna Hills, CA, US Support 2023
Chinese-american Club And Others $1,000 Laguna Woods, CA, US Support 2023
Misc Organizations $16,873 Laguna Woods, CA, US Support 2023
Uci Foundation $5,000 Irvine, CA, US Support 2023
Saddlebak Memorial $6,000 Laguna Hills, CA, US Support 2023
Chinese-american Club And Others $1,000 Laguna Woods, CA, US Support 2023
Misc Organizations $16,873 Laguna Woods, CA, US Support 2023
Uci Foundation $7,200 Irvine, CA, US Support 2022
Saddlebak Memorial $5,500 Laguna Hills, CA, US Support 2022
Memorial Care $3,500 Fountain Valley, CA, US Support 2022
Chinese-american Club And Others $15,325 Laguna Woods, CA, US Support 2022
Uci Foundation $7,200 Irvine, CA, US Support 2022
Saddlebak Memorial $5,500 Laguna Hills, CA, US Support 2022
Memorial Care $3,500 Fountain Valley, CA, US Support 2022
Chinese-american Club And Others $15,325 Laguna Woods, CA, US Support 2022
Joyful Christian Church $2,000 Laguna Woods, CA, US Support 2021
Uci Foundation $12,000 Irvine, CA, US Support 2021
Chinese American Club $1,750 Laguna Hills, CA, US Support 2018
Laguna Woods Foundation $2,000 Laguna Woods, CA, US Support 2018
Golden Rain Fd $1,000 Laguna Woods, CA, US Support 2018
Dawn Of Hope $500 Stillwater, OK, US Support 2018
Saddleback Memorial Fd $1,000 Laguna Hills, CA, US Support 2018

Foundations Similar to Henry And Shirley Lee Foundation

Discover 5 foundations with comparable assets ($0-$0), similar grant patterns, and geographic focus in CA 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

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EIN: 01-0788855 | 152 grants awarded
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EIN: 01-0738276 | 6 grants awarded
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Contact Information

Official contact details for Henry And Shirley Lee Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 47-5352519
Website N/A
Address 2130 RONDA GRANADA UNIT D Laguna Woods, CA 92637-2471

Key People (2)

Board members, trustees, and key staff who oversee Henry And Shirley Lee Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Secretary Shirley Lee
President Henry Lee

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 Henry And Shirley Lee 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

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.