The Lee Family Foundation | Foundation Profile

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

EIN: 87-6428064

Foundation Overview

Based in Jamestown, RI, The Lee Family Foundation has awarded 4 grants totaling $406,100 to organizations in Massachusetts. Individual grants range from $3,050 to $200,000, with a median award of $101,525.

Latest Tax Year
2023
Total Giving (all years)
$406,100
Total Assets
$3,100,639
Median Grant (all grants)
$101,525

Latest Form 990-PF Snapshot

Total Grants
2
Median Grant
$200,000
% Median Grant Growth
+6457% (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
Limited Sample: 0%

2 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.

Geographic Focus
Massachusetts

100% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Boston (100%).

Funding Trajectory
+6457%

Strong 6457% growth in annual giving over 1 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
Education

Highly focused on education 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 The Lee Family 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
Lee Family Foundation Scholar Award $200,000 Boston, MA, US Research 2023
Lee Family Foundation Scholar Award $200,000 Boston, MA, US Research 2023
Madeline Sertic $3,050 Boston, MA, US Research 2022
Madeline Sertic $3,050 Boston, MA, US Research 2022

Foundations Similar to The Lee Family Foundation

Discover 5 foundations with comparable assets ($2,611,851-$3,381,690), similar grant patterns, and geographic focus in RI 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

EIN: 05-0368834 | 1 grants awarded
$3,186,522
(≈ Similar)
$74,490
median grant
Bristol, RI
Same state
99%
Excellent match

EIN: 02-6068307 | 20 grants awarded
$2,861,848
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$68,717
median grant
Johnston, RI
Same state
96%
Excellent match

EIN: 02-6061000 | 8 grants awarded
$3,350,143
(≈ Similar)
$156,624
median grant
Johnston, RI
Same state
96%
Excellent match

EIN: 05-0512998 | 8 grants awarded
$3,381,690
(≈ Similar)
$121,532.5
median grant
Foster, RI
Same state
95%
Excellent match

EIN: 02-6003982 | 7 grants awarded
$2,611,851
(≈ Similar)
$171,674
median grant
Johnston, RI
Same state
92%
Excellent match

Contact Information

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

EIN 87-6428064
Website N/A
Address PO BOX 577 Jamestown, RI 02835-0577

Key People (1)

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

Trustee Susanna I 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 The Lee Family 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.