LEE FAMILY FOUNDATION TR

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Plain text LEE FAMILY FOUNDATION TR. furp.org, nonprofit organization profile, tax years 2013–2025. https://furp.org/org/lee-family-foundation-tr-046919219. Retrieved 2026-10-26.

APA furp.org. (n.d.). LEE FAMILY FOUNDATION TR [Nonprofit organization profile; tax years 2013–2025]. Retrieved October 26, 2026, from https://furp.org/org/lee-family-foundation-tr-046919219

MLA “LEE FAMILY FOUNDATION TR.” furp.org, tax years 2013–2025, https://furp.org/org/lee-family-foundation-tr-046919219. Accessed 26 Oct. 2026.

Retrieved 2026-10-26; covers tax years 2013–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $103K · expenses $247K · assets $1.7M

EIN
04-6919219
Address
1439 S LAKE SHORE DR, SARASOTA, FL 34231-3438
NTEE code
T20
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
April 2001 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 4 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Steven J Lee PRESIDENT2013-2025 0 $0 reported 1
Karen A Lee TRUSTEE2013-2025 0 $0 reported 1
Justin S Lee TRUSTEE2013-2025 0 $0 reported 1
Megan A Lee TRUSTEE2013-2025 0 $0 reported 1

People by year

2025 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE PRESIDENT0 $0-$0 $01
KAREN A LEE TRUSTEE0 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2024 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE PRESIDENT0 $0-$0 $01
KAREN A LEE TRUSTEE0 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2023 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE PRESIDENT0 $0-$0 $01
KAREN A LEE TRUSTEE0 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2022 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE PRESIDENT0 $0-$0 $01
KAREN A LEE TRUSTEE0 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2021 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE PRESIDENT0 $0-$0 $01
KAREN A LEE TRUSTEE0 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2020 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE PRESIDENT0 $0-$0 $01
KAREN A LEE TRUSTEE0 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2019 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE PRESIDENT0 $0-$0 $01
KAREN A LEE TRUSTEE0 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2018 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE PRESIDENT0 $0-$0 $01
KAREN A LEE TRUSTEE0 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2017 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE PRESIDENT0 $0-$0 $01
KAREN A LEE TRUSTEE0 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2016 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE PRESIDENT5 $0-$0 $01
KAREN A LEE TRUSTEE2 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2015 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE PRESIDENT5 $0-$0 $01
KAREN A LEE TRUSTEE2 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2014 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE TRUSTEE0 $0-$0 $01
KAREN A LEE TRUSTEE0 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01
2013 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEVEN J LEE TRUSTEE0 $0-$0 $01
KAREN A LEE TRUSTEE0 $0-$0 $01
JUSTIN S LEE TRUSTEE0 $0-$0 $01
MEGAN A LEE TRUSTEE0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 48 grants to organizations · $236K
2024 · 43 grants to organizations · $30K
2023 · 34 grants to organizations · $34K
2022 · 33 grants to organizations · $32K
2021 · 42 grants to organizations · $61K
2020 · 37 grants to organizations · $27K
2019 · 35 grants to organizations · $35K
2018 · 31 grants to organizations · $21K
2017 · 25 grants to organizations · $17K
2016 · 19 grants to organizations · $60K
2015 · 22 grants to organizations · $67K
2014 · 21 grants to organizations · $112K
2013 · 20 grants to organizations · $213K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2015 · 1 contributor · $50K
#ContributorTypeCity, stateTotalNoncashSource
1 STEVEN LEE Person SARASOTA, FL $50,000- Form 990PF Sch. B, 2015 · filing
2013 · 1 contributor · $100K
#ContributorTypeCity, stateTotalNoncashSource
1 STEVEN J LEE Person $100,000- Form 990PF Sch. B, 2013 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$103,336$246,574 $1,672,064$1,648,122 -- $0--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$461,283$41,789 $1,818,498$1,818,498 -- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$112,215$45,132 $1,408,040$1,408,040 -- ---
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$98,602$42,795 $1,343,805$1,343,805 -- ---
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$84,689$73,247 $1,288,373$1,288,373 -- ---
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$124,011$36,654 $1,277,245$1,277,245 -- ---
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$112,197$45,513 $1,189,888$1,189,888 -- ---
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$52,920$32,232 $1,123,204$1,123,204 -- ---
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$47,684$27,336 $1,102,842$1,102,842 -- ---
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$66,570$70,494 $1,084,822$1,084,822 -- ---
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$136,527$77,481 $1,090,260$1,090,260 $50,000- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$85,879$122,130 $1,032,728$1,032,728 -- $0--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$216,436$222,556 $1,070,086$1,070,086 $100,000- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BLANK FAMILY FOUNDATIONFLT20 $109,357$36,435 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
MOOERS FAMILY FOUNDATIONFLT20 $100,565$38,411 President$0 Same NTEE code T20, revenue within 2x, same state, similar name
RUDLAFF FAMILY FOUNDATIONFLT20 $103,890$89,456 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
HASELEY FAMILY FOUNDATIONFLT20 $102,353$157,217 PRESIDENT, TREASURER, DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
MOFFETT FAMILY FOUNDATIONFLT20 $105,101$120,776 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
RINDNER FAMILY FOUNDATIONFLT20 $100,000$114,717 Trustee$0 Same NTEE code T20, revenue within 2x, same state, similar name
MCARTHUR FAMILY FOUNDATIONFLT20 $102,732$72,262 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
YELLIN FAMILY FOUNDATION INCFLT20 $100,398$101,356 President$0 Same NTEE code T20, revenue within 2x, same state, similar name
VAN VOORHIS FAMILY FOUNDATIONFLT20 $100,000$93,562 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
KAYANI FAMILY FOUNDATION INCFLT20 $107,850$8,084 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state, similar name
AGRAWAL FAMILY FOUNDATION INCFLT20 $102,209$66,603 CO-PRESIDENT - DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
KIRTLEY FAMILY FOUNDATION INCFLT20 $100,000$45,550 President$0 Same NTEE code T20, revenue within 2x, same state, similar name
TARA AND JAY PANARA FAMILY FOUNDATIONFLT20 $103,236$45,168 Trustee$0 Same NTEE code T20, revenue within 2x, same state, similar name
DRAKESMITH FAMILY FOUNDATION INCFLT20 $106,360$49,266 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state, similar name
CORR FAM FOUNDATIONFLT20 $104,012$92,484 TRUSTEE$19,000 Same NTEE code T20, revenue within 2x, same state, similar name
PATRICK J MARTIN FAMILY FOUNDATIONFLT20 $100,898$70,579 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state, similar name
NORM AND BARB JOHNSON FAMILY FOUNDATIONFLT20 $102,432$22,838 Trustee$0 Same NTEE code T20, revenue within 2x, same state
SUNCOAST WEST FOUNDATION TRFLT20 $99,508$359,965 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
JOSEPH & TIFFANY KEATING FAMILY FOUNDATION INCFLT20 $104,251$100,471 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
STANLEY & SUSAN ROSENBLATT FAMILY FOUNDATIONFLT20 $100,006$198,785 PRESIDENT/TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
LOGAN COOKE FOUNDATIONFLT20 $100,548$2,200 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
DENNIS & ROCHELLE MANES FAMILY FOUNDATION INCFLT20 $107,429$71,427 PRESIDENT &$0 Same NTEE code T20, revenue within 2x, same state
HUGH D AND JULIE H SULLIVAN FAMILY FOUNDATIONFLT20 $100,860$113,214 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
GHADAR FOUNDATION INCFLT20 $99,567$454,680 CHAIR AND PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
AL-KHALIDI FOUNDATIONFLT20 $108,754$79,840 Director$0 Same NTEE code T20, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$142,5002 12023–2024 MCGINLEY FOUNDATION INC
UNIVERSITY IMPACT DAF sponsor$50,0001 12024–2024 WINSLOW FAMILY FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $246,574 spent · pay $0 · grants $235,575 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $235,575 95.5%
Other expenses $7,464 3.0%
Fees: accounting $3,500 1.4%
Taxes $35 0.0%
Total$246,574100%

View the filing

2024 · Form 990PF · $41,789 spent · pay $0 · grants $30,325 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $30,325 72.6%
Other expenses $6,943 16.6%
Fees: accounting $3,500 8.4%
Taxes $1,021 2.4%
Total$41,789100%

View the filing

2023 · Form 990PF · $45,132 spent · pay $0 · grants $33,750 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $33,750 74.8%
Other expenses $7,261 16.1%
Fees: accounting $3,000 6.6%
Taxes $1,121 2.5%
Total$45,132100%

View the filing

2022 · Form 990PF · $42,795 spent · pay $0 · grants $31,525 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $31,525 73.7%
Other expenses $7,294 17.0%
Fees: accounting $3,000 7.0%
Taxes $976 2.3%
Total$42,795100%

View the filing

2021 · Form 990PF · $73,247 spent · pay $0 · grants $60,900 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $60,900 83.1%
Other expenses $6,384 8.7%
Fees: accounting $3,000 4.1%
Fees: legal $2,076 2.8%
Taxes $887 1.2%
Total$73,247100%

View the filing

2020 · Form 990PF · $36,654 spent · pay $0 · grants $26,860 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $26,860 73.3%
Other expenses $6,012 16.4%
Fees: accounting $3,000 8.2%
Taxes $782 2.1%
Total$36,654100%

View the filing

2019 · Form 990PF · $45,513 spent · pay $0 · grants $35,355 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $35,355 77.7%
Other expenses $6,236 13.7%
Fees: accounting $3,000 6.6%
Taxes $922 2.0%
Total$45,513100%

View the filing

2018 · Form 990PF · $32,232 spent · pay $0 · grants $21,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $21,000 65.2%
Other expenses $5,689 17.7%
Fees: accounting $4,615 14.3%
Taxes $928 2.9%
Total$32,232100%

View the filing

2017 · Form 990PF · $27,336 spent · pay $0 · grants $17,015 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $17,015 62.2%
Other expenses $5,213 19.1%
Fees: accounting $3,000 11.0%
Fees: legal $1,200 4.4%
Taxes $908 3.3%
Total$27,336100%

View the filing

2016 · Form 990PF · $70,494 spent · pay $0 · grants $60,360 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $60,360 85.6%
Other expenses $3,783 5.4%
Fees: accounting $3,000 4.3%
Fees: legal $2,410 3.4%
Taxes $941 1.3%
Total$70,494100%

View the filing

2015 · Form 990PF · $77,481 spent · pay $0 · grants $66,560 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $66,560 85.9%
Fees: accounting $5,000 6.5%
Other expenses $4,815 6.2%
Taxes $1,106 1.4%
Total$77,481100%

View the filing

2014 · Form 990PF · $122,130 spent · pay $0 · grants $111,935 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $111,935 91.7%
Other expenses $5,891 4.8%
Fees: accounting $3,000 2.5%
Taxes $1,304 1.1%
Total$122,130100%

View the filing

2013 · Form 990PF · $222,556 spent · pay $0 · grants $213,470 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $213,470 95.9%
Other expenses $3,654 1.6%
Fees: accounting $3,000 1.3%
Interest $1,519 0.7%
Taxes $913 0.4%
Total$222,556100%

View the filing

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