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LEE FOUNDATION (THE FOUNDATION) PROACTIVELY IDENTIFIES NONPROFIT ORGANIZATIONS WORKING IN ITS FOCUS AREAS OF EDUCATION AND MENTAL HEALTH. NONPROFITS MAY ALSO PROVIDE INFORMATION ON PROGRAMS ALIGNING WITH THE FOUNDATION'S STATED GOALS IN EACH FOCUS AREA. THE MAJORITY OF GRANTS ARE INITIATED BY THE FOUNDATION EITHER THROUGH DIRECT CONTACT OR REQUESTS FOR PROPOSALS. AS PART OF ITS SCHOLARSHIP PROGRAM, THE FOUNDATION PROVIDES EDUCATION GRANTS TO SELECT LEE SCHOLARS THROUGH ITS DISTINGUISHED LEE SCHOLAR AWARD. THE FOUNDATION BOARD MEETS QUARTERLY TO APPROVE GRANT AWARDS. THE LEE FOUNDATION IS A PRIVATE FOUNDATION DEDICATED TO EDUCATION AND MENTAL HEALTH. CLARKSON UNIVERSITY CU BOX 5520 POTSDAM NY 13699 NONE PUBLIC CHARITY ENGINEERING SCHOLARSHIP PROGRAM 50280 RENSSELAER POLYTECHNIC INSTITUTE 110 EIGHTH STREET TROY NY 12180 NONE PUBLIC CHARITY ENGINEERING SCHOLARSHIP PROGRAM 50000 COMMUNITY FOUNDATION FOR GREATER BUFFALO 726 EXCHANGE ST 525 BUFFALO NY 14210 NONE PUBLIC CHARITY BUFFALO TOGETHER COMMUNITY RESPONSE FUND 50000 CREIGHTON PREPARATORY SCHOOL 7400 WESTERN AVENUE OMAHA NE 68114 NONE PUBLIC CHARITY BOARD DISCRETIONARY 7500 CRISIS SERVICES 100 RIVER ROCK DRIVE SUITE 300 BUFFALO NY 14207 NONE PUBLIC CHARITY HONORARIUM 250 DIVINE SAVIOR HOLY ANGELS HIGH SCHOOL 4257 N 100TH STREET MILWAUKEE WI 53222 NONE PUBLIC CHARITY DLS DISCRETIONARY GRANT 3000 ECMC FOUNDATION 462 GRIDER ST BUFFALO NY 14215 NONE PUBLIC CHARITY HELP CENTER AND INTENSIVE OUTPATIENT PROGRAM 51600 ECMC FOUNDATION 462 GRIDER ST BUFFALO NY 14215 NONE PUBLIC CHARITY TRAUMA CENTER/EMERGENCY DEPT. CAPITAL CAMPAIGN 26001 ERIE COMMUNITY COLLEGE 121 ELLICOTT STREET ROOM 110 BUFFALO NY 14203 NONE PUBLIC CHARITY STEM SCHOLARSHIP PROGRAM 50026 FEEDMORE WNY FOUNDATION 92 HOLT STREET BUFFALO NY 14206 NONE PUBLIC CHARITY MEMORIAL 250 GERARD PLACE 2515 BAILEY AVENUE BUFFALO NY 14215 NONE PUBLIC CHARITY BUILDING RENOVATION 100000 HORIZON HEALTH SERVICES 55 DODGE ROAD GETZVILLE NY 14068 NONE PUBLIC CHARITY HONORARIUM 250 HORIZON HEALTH SERVICES 55 DODGE ROAD GETZVILLE NY 14068 NONE PUBLIC CHARITY FAMILY AND CAREGIVER SUPPORT SERVICES 50000 HORIZON HEALTH SERVICES 55 DODGE ROAD GETZVILLE NY 14068 NONE PUBLIC CHARITY VALUE NETWORK - PROFESSIONAL DEVELOPMENT 42838 HORIZON HEALTH SERVICES 55 DODGE ROAD GETZVILLE NY 14068 NONE PUBLIC CHARITY WORKFORCE - CLINICAL SHIFT 50000 LOYOLA UNIVERSITY MARYLAND INC 4501 N CHARLES STREET BALTIMORE MD 21210 NONE PUBLIC CHARITY THE PATRICK P. LEE FOUNDATION FELLOWSHIP 10000 MARION COUNTY COMMUNION ON YOUTH 1375 WEST 16TH STREET INDIANAPOLIS IN 46202 NONE PUBLIC CHARITY DLS DISCRETIONARY GRANT 570 MENTAL HEALTH ADVOCATES OF WESTERN NEW YORK 1021 BROADWAY 5TH FLOOR BUFFALO NY 14212 NONE PUBLIC CHARITY ERIE COUNTY ANTI-STIGMA COALITION 5000 MONROE COMMUNITY COLLEGE FOUNDATION 1000 E HENRIETTA ROAD ROCHESTER NY 14623 NONE PUBLIC CHARITY STEM SCHOLARSHIP PROGRAM 9000 NATIONAL ALLIANCE ON MENTAL ILLNESS - NEW YORK 150 BROADWAY SUITE 406 MENANDS NY 12204 NONE PUBLIC CHARITY KNOW YOUR RIGHTS TRAINING 75000 NIAGARA COUNTY COMMUNITY COLLEGE FOUNDATION INC 3111 SAUNDERS SETTLEMENT SANBURN NY 14132 NONE PUBLIC CHARITY STEM SCHOLARSHIP PROGRAM 10000 NIAGARA COUNTY COMMUNITY COLLEGE FOUNDATION INC 3111 SAUNDERS SETTLEMENT SANBURN NY 14132 NONE PUBLIC CHARITY MENTAL HEALTH SUPPORTS FOR COLLEGE STUDENTS 50000 OCEAN REEF COMMUNITY FOUNDATION INC 35 OCEAN REEF DRIVE SUITE 148 KEY LARGO FL 33037 NONE PUBLIC CHARITY BOARD DISCRETIONARY 75000 OPERATION BREAKTHROUGH 3039 TROOST AVENUE KANSAS CITY MO 64109 NONE PUBLIC CHARITY DLS DISCRETIONARY GRANT 1000 RECOVERY OPTIONS MADE EASY 366 HERTEL AVENUE SUITE 150 BUFFALO NY 14207 NONE PUBLIC CHARITY THE KIRSTEN VINCENT RESPITE AND RECOVERY CENTER 300000 RENSSELAER POLYTECHNIC INSTITUTE 110 EIGHTH STREET TROY NY 12180 NONE PUBLIC CHARITY MENTAL HEALTH SUPPORTS FOR COLLEGE STUDENTS 47956 ROCHESTER INSTITUTE OF TECHNOLOGY 116 LOMB MEMORIAL DRIVE ROCHESTER NY 14623 NONE PUBLIC CHARITY MENTAL HEALTH SUPPORTS FOR COLLEGE STUDENTS 50000 ROCHESTER INSTITUTE OF TECHNOLOGY 116 LOMB MEMORIAL DRIVE ROCHESTER NY 14623 NONE PUBLIC CHARITY WORKFORCE - CLINICAL SHIFT 50000 ROCHESTER INSTITUTE OF TECHNOLOGY 116 LOMB MEMORIAL DRIVE ROCHESTER NY 14623 NONE PUBLIC CHARITY ENGINEERING SCHOLARSHIP PROGRAM 127360 SAINT LOUIS UNIVERSITY 1 N GRAND BLVD ST LOUIS MO 63103 NONE PUBLIC CHARITY ENGINEERING SCHOLARSHIP PROGRAM 105248 SAINT LOUIS UNIVERSITY 1 N GRAND BLVD ST LOUIS MO 63103 NONE PUBLIC CHARITY MENTAL HEALTH SUPPORTS FOR COLLEGE STUDENTS 48088 ST JAMES CATHOLIC SCHOOL 903 PARK AVENUE FALLS CHURCH VA 22046 NONE PUBLIC CHARITY BOARD DISCRETIONARY 2500 SUICIDE PREVENTION AND CRISIS SERVICES INC 100 RIVER ROCK DRIVE SUITE 300 BUFFALO NY 14207 NONE PUBLIC CHARITY CRISIS RESPONSE DIVERSION COORDINATOR 37000 SYRACUSE UNIVERSITY 900 SOUTH CROUSE AVENUE SYRACUSE NY 13244 NONE PUBLIC CHARITY ENGINEERING SCHOLARSHIP PROGRAM 50148 TEENWORKS 2820 N MERIDAN ST SUITE 1250 INDIANAPOLIS IN 46208 NONE PUBLIC CHARITY DLS DISCRETIONARY GRANT 2000 UNITED STATES DEPARTMENT OF EDUCATION 400 MARYLAND AVE SW WASHINGTON DC 11361 NONE PUBLIC CHARITY DLS AWARD 13500 UNIVERSITY AT BUFFALO FOUNDATION PO BOX 900 BUFFALO NY 14226 NONE PUBLIC CHARITY WNY MEDICAL SCHOLARSHIP FUND (PSYCHIATRY FOCUS) 96000 UNIVERSITY OF ROCHESTER 300 EAST RIVER ROAD ROCHESTER NY 14627 NONE PUBLIC CHARITY INTERCEPT - 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FMV 3395165 3395165 FIDELITY INVESTMENTS FMV 17880198 17880198 SUMMIT ROCK: PRIVATE EQUITY FMV 368092 368092 JUNTO OFFSHORE FUND FMV 973862 973862 LAKEWOOD CAPITAL OFFSHORE FUND FMV 1000948 1000948 LEE PRIVATE CHARITABLE CAPITAL FMV 8492269 8492269 LONE CASCADE FMV 1156056 1156056 MATRIX CAPITAL FMV 783164 783164 OLD KINGS CAPITAL FMV 196152 196152 TIGER GLOBAL FMV 330941 330941 OFFICE FURNITURE 37717 37717 0 OFFICE FURNITURE 2113 2113 0 OFFICE FURNITURE 1272 1272 0 COPY MACHINE 5342 5342 0 OFFICE FURNITURE 30000 17750 12250 NEW PHONE SYSTEM 2895 2895 0 DELL DESKTOP 1019 612 407 POWEREDGE R440 FILE SERVER 3002 2002 1000 WEBSITE 5950 4627 1323 OWL (50%) 535 252 283 HVAC REPAIR 1905 424 1481 MEMORY FOX 1620 585 1035 SERVER SWITCH 180 55 125 FOUNDANT LICENSE FRO GRANT SOFTWARE 11500 4313 7187 ALLAIRE NEW LAPTOP 2630 146 2484 MONITOR 449 12 437 LEGAL FEES 8077 0 8077 UNREALIZED LOSS ON INVESTMENTS 5411702 EQUIPMENT REPAIR & MAINTENANCE 6182 309 5873 MISCELLANEOUS EXPENSE 21829 0 21829 MARKETING & PUBLIC RELATIONS 1102 0 1102 POSTAGE, MAILING SERVICE 645 0 645 SUPPLIES 1463 73 1390 INSURANCE - LIABILITY 5166 258 4908 PROFESSIONAL DEVELOPMENT 6117 0 6117 NET RENTAL LOSS FROM K-1 INVESTMENTS 43467 43467 0 OTHER K-1 INVESTMENT INCOME 607919 701010 607919 INVESTMENT FEES 744476 744476 0 PAYROLL PROCESSING FEES 1222 38 1184 RECRUTING/JOB PLACEMENT FEES 18445 0 18445 FOREIGN TAXES 21842 21842 0 PROPERTY TAXES 3244 162 3082 PAYROLL TAXES 18748 578 18170 NYS FILING FEE 750 0 750 NYS CT-13 AND FEDERAL EXCISE TAXES 36664 250 0