LEE FOUNDATION

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Cite this

Plain text LEE FOUNDATION. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/lee-foundation-721452245. Retrieved 2026-11-07.

APA furp.org. (n.d.). LEE FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved November 7, 2026, from https://furp.org/org/lee-foundation-721452245

MLA “LEE FOUNDATION.” furp.org, tax years 2011–2024, https://furp.org/org/lee-foundation-721452245. Accessed 7 Nov. 2026.

Retrieved 2026-11-07; covers tax years 2011–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990PF · revenue $421K · expenses $265K · assets $5.1M

EIN
72-1452245
Address
9300 BLUEBONNET BLVD, BATON ROUGE, LA 70810-2805
NTEE code
T22 Private Independent Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
November 2000 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 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
Thomas H Lee PRESIDENT/DIRECTOR2011-2024 2 $0 reported 1
Winifred Lee (former) SECRETARY/DIRECTOR2011-2017 0 $0 reported 1

People by year

2024 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS H LEE PRESIDENT/DIRECTOR2 $0-$0 $01
2023 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS H LEE PRESIDENT/DIRECTOR2 $0-$0 $01
2022 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS H LEE PRESIDENT/DIRECTOR2 $0-$0 $01
2021 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS H LEE PRESIDENT/DIRECTOR2 $0-$0 $01
2020 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS H LEE PRESIDENT/DIRECTOR2 $0-$0 $01
2019 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS H LEE PRESIDENT/DIRECTOR2 $0-$0 $01
2018 · 1 person listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS H LEE PRESIDENT/DIRECTOR2 $0-$0 $01
2017 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WINIFRED LEE SECRETARY/DIRECTOR0 $0-$0 $01
THOMAS H LEE PRESIDENT/DIRECTOR2 $0-$0 $01
2016 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WINIFRED LEE SECRETARY/DIRECTOR0 $0-$0 $01
THOMAS H LEE PRESIDENT/DIRECTOR2 $0-$0 $01
2015 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WINIFRED LEE SEC/DIR0 $0-- $01
THOMAS H LEE PRES/DIR2 $0-- $01
2014 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WINIFRED LEE SEC/DIR0 $0-- $01
THOMAS H LEE PRES/DIR2 $0-- $01
2013 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WINIFRED LEE SEC/DIR0 $0-- $01
THOMAS H LEE PRES/DIR2 $0-- $01
2012 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WINIFRED LEE SEC/DIR0 $0-- $01
THOMAS H LEE PRES/DIR2 $0-- $01
2011 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WINIFRED LEE SEC/PRES/DIR0 $0-- $01
THOMAS H LEE PRES/DIR2 $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.

2024 · 8 grants to organizations · $244K
2023 · 8 grants to organizations · $230K
2022 · 9 grants to organizations · $206K
2021 · 10 grants to organizations · $166K
2020 · 7 grants to organizations · $140K
2019 · 11 grants to organizations · $150K
2018 · 5 grants to organizations · $101K
2017 · 6 grants to organizations · $100K
2016 · 8 grants to organizations · $105K
2015 · 6 grants to organizations · $95K
2014 · 4 grants to organizations · $100K
2013 · 4 grants to organizations · $95K
2012 · 3 grants to organizations · $85K
2011 · 4 grants to organizations · $75K

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.

2024 · 1 contributor · $150K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Organization or other BATON ROUGE, LA $150,000- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $150K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Organization or other BATON ROUGE, LA $150,000- Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $130K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Organization or other BATON ROUGE, LA $130,000- Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $130K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Organization or other BATON ROUGE, LA $130,000- Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $130K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Organization or other BATON ROUGE, LA $130,000- Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $130K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Organization or other BATON ROUGE, LA $130,000- Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $130K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Organization or other BATON ROUGE, LA $130,000- Form 990PF Sch. B, 2018 · filing
2017 · 1 contributor · $170K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Organization or other BATON ROUGE, LA $170,000- Form 990PF Sch. B, 2017 · filing
2016 · 1 contributor · $136K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Organization or other BATON ROUGE, LA $136,500- Form 990PF Sch. B, 2016 · filing
2015 · 1 contributor · $136K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Person BATON ROUGE, LA $136,500- Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $136K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Person BATON ROUGE, LA $136,500- Form 990PF Sch. B, 2014 · filing
2013 · 1 contributor · $130K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Person $130,000- Form 990PF Sch. B, 2013 · filing
2012 · 3 contributors · $216K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Person BATON ROUGE, LA $140,500- Form 990PF Sch. B, 2012 · filing
2 SOUTHWEST FINANCIAL MANAGEMENT Person BATON ROUGE, LA $50,000- Form 990PF Sch. B, 2012 · filing
3 WINIFRED LEE Person ROUND ROCK, TX $26,000- Form 990PF Sch. B, 2012 · filing
2011 · 3 contributors · $196K
#ContributorTypeCity, stateTotalNoncashSource
1 TRANSWEST EQUITIES INC Person BATON ROUGE, LA $130,000- Form 990PF Sch. B, 2011 · filing
2 SOUTHWEST FINANCIAL MANAGEMENT Person BATON ROUGE, LA $40,000- Form 990PF Sch. B, 2011 · filing
3 WINIFRED LEE Person ROUND ROCK, TX $26,000- Form 990PF Sch. B, 2011 · 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
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$420,768$264,621 $5,100,486$5,100,446 $150,000- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
-$195,272$237,766 $4,815,575$4,815,550 $150,000- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$160,906$220,985 $3,479,476$3,479,461 $130,000- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$486,703$189,219 $3,967,039$3,967,039 $130,000- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$167,454$160,531 $3,773,503$3,773,503 $130,000- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$184,079$166,275 $3,405,637$3,405,637 $130,000- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$189,969$116,612 $3,112,563$3,112,563 $130,000- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$587,734$113,532 $3,128,891$3,128,891 $170,000- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$184,404$153,854 $2,437,122$2,437,122 $136,500- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$278,442$117,598 $2,409,572$2,409,572 $136,500- ---
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$279,742$120,731 $2,251,228$2,251,228 $136,500- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$212,264$112,183 $2,094,716$2,094,716 $130,000- ---
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$321,018$100,976 $1,997,135$1,997,135 -- ---
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$330,289$86,579 $1,779,551$1,779,551 -- ---

Funders of this organization

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

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

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
JOHN AND CLARA BRADY FAMILY FOUNDATIONLAT22 $397,568$270,158 DIRECTOR$464,329 Same NTEE code T22, revenue within 2x, same state
LMT FOUNDATIONTXT22 $423,236$0 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
LIGON FOUNDATIONGAT22 $416,292$249,752 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
LASH FOUNDATIONCAT22 $415,061$439,341 PRESIDENT & EXEC. DIRECTOR$141,733 Same NTEE code T22, revenue within 2x, similar name
F N L FOUNDATIONCAT22 $395,241$270,843 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
LULU FOUNDATIONMNT22 $455,612$558,742 PRESIDENT AND DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
H5 FOUNDATIONCOT22 $454,948$157,071 Director$0 Same NTEE code T22, revenue within 2x, similar name
JCM FOUNDATIONDCT22 $432,445$549,779 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
HFS FOUNDATIONNYT22 $405,147$35,000 Trustee$0 Same NTEE code T22, revenue within 2x, similar name
H & S FOUNDATIONCAT22 $441,832$585,500 President$0 Same NTEE code T22, revenue within 2x, similar name
NJR FOUNDATIONMNT22 $399,077$119,362 PRESIDENT/DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
JOY FOUNDATIONTNT22 $390,000$164,975 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
SONG FOUNDATIONNJT22 $406,537$285,455 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
MOSI FOUNDATIONPAT22 $399,118$917,417 SECRETARY$5,000 Same NTEE code T22, revenue within 2x, similar name
JACE FOUNDATIONCAT22 $446,231$285,813 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
NINT FOUNDATIONMNT22 $450,351$342,829 DIRECTOR/TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
JADE FOUNDATIONNYT22 $451,927$362,257 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
AMDG FOUNDATIONDET22 $456,952$1,008,998 Dir, Sec$0 Same NTEE code T22, revenue within 2x, similar name
ASATH FOUNDATIONNJT22 $413,704$244,855 Trustee$0 Same NTEE code T22, revenue within 2x, similar name
TYLER FOUNDATIONCAT22 $428,155$358,181 Trustee$0 Same NTEE code T22, revenue within 2x, similar name
BELIN FOUNDATIONKST22 $398,778$501,672 PRESIDENT$10,000 Same NTEE code T22, revenue within 2x, similar name
PRICE FOUNDATIONNVT22 $445,657$215,556 Trustee$0 Same NTEE code T22, revenue within 2x, similar name
VIRGA FOUNDATIONDET22 $457,314$836,048 Dir, Sec$40,833 Same NTEE code T22, revenue within 2x, similar name
LEMAY FAMILY FOUNDATIONFLT22 $436,910$264,692 PRESIDENT$0 Same NTEE code T22, revenue within 2x, similar name
LEO S WALSH FOUNDATIONNYT22 $447,993$436,021 PRESIDENT/SECRETARY$30,000 Same NTEE code T22, revenue within 2x, similar name

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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
THE GEORGE E BABYLON JR AND RUTH J BABYLON CHARITABLE FOUNDATION INC $230,0006 1Private foundation2019–2024 THE TIMOTHY FOUNDATION
NEVIASER FOUNDATION $200,0004 1Private foundation2022–2025 DANIEL FOUNDATION INC
Neviaser Charitable Foundation Inc $125,0001 1Private foundation2013–2013 DANIEL FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING $91,3004 1DAF sponsor2020–2023 THE TIMOTHY FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $83,9266 2DAF sponsor2018–2024 DANIEL FOUNDATION INC; THE TIMOTHY FOUNDATION
FELTEL FAMILY FOUNDATION INC $40,00010 1Private foundation2016–2025 DANIEL FOUNDATION INC
INDEPENDENT CHARITABLE GIFT FUND $35,0002 1DAF sponsor2023–2024 THE TIMOTHY FOUNDATION
THOMAS M & IRENE B KIRBO CHARITABLE $30,0006 1Private foundation2020–2025 DANIEL FOUNDATION INC
THE CHICAGO COMMUNITY TRUST $26,0002 1DAF sponsor2022–2023 THE TIMOTHY FOUNDATION
DUFFORD FAM FOUNDATION $15,0003 1Private foundation2022–2025 DANIEL FOUNDATION INC
BANK OF AMERICA CHARITABLE FOUNDATION INC $13,31122 1Private foundation2015–2023 DANIEL FOUNDATION INC
NATIONAL CHRISTIAN CHARITABLE FOUNDATION $13,0001 1DAF sponsor2024–2024 THE TIMOTHY FOUNDATION
CEDAR STREET CHARITABLE FOUNDATION INC $8,0001 1DAF sponsor2017–2017 DANIEL FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC $7,0281 1DAF sponsor2025–2025 DANIEL FOUNDATION INC
PHILIOS FOUNDATION INC $5,0001 1Private foundation2010–2010 DANIEL FOUNDATION INC

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.

2024 · Form 990PF · $264,621 spent · pay $0 · grants $244,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $244,500 92.4%
Fees: other professional $13,774 5.2%
Taxes $4,380 1.7%
Other expenses $1,608 0.6%
Printing and publications $359 0.1%
Total$264,621100%

View the filing

2023 · Form 990PF · $237,766 spent · pay $0 · grants $230,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $230,000 96.7%
Fees: other professional $7,746 3.3%
Other expenses $20 0.0%
Total$237,766100%

View the filing

2022 · Form 990PF · $220,985 spent · pay $0 · grants $205,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $205,500 93.0%
Fees: other professional $15,470 7.0%
Other expenses $15 0.0%
Total$220,985100%

View the filing

2021 · Form 990PF · $189,219 spent · pay $0 · grants $165,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $165,500 87.5%
Fees: other professional $23,719 12.5%
Total$189,219100%

View the filing

2020 · Form 990PF · $160,531 spent · pay $0 · grants $140,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $140,000 87.2%
Fees: other professional $17,871 11.1%
Fees: accounting $2,650 1.7%
Fees: legal $10 0.0%
Total$160,531100%

View the filing

2019 · Form 990PF · $166,275 spent · pay $0 · grants $150,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $150,000 90.2%
Fees: other professional $14,825 8.9%
Fees: accounting $1,450 0.9%
Total$166,275100%

View the filing

2018 · Form 990PF · $116,612 spent · pay $0 · grants $101,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $101,000 86.6%
Fees: other professional $13,800 11.8%
Fees: accounting $1,550 1.3%
Printing and publications $262 0.2%
Total$116,612100%

View the filing

2017 · Form 990PF · $113,532 spent · pay $0 · grants $100,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $100,000 88.1%
Fees: other professional $13,283 11.7%
Taxes $219 0.2%
Other expenses $30 0.0%
Total$113,532100%

View the filing

2016 · Form 990PF · $153,854 spent · pay $0 · grants $105,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $105,000 68.2%
Other expenses $26,542 17.3%
Fees: other professional $21,672 14.1%
Taxes $640 0.4%
Total$153,854100%

View the filing

2015 · Form 990PF · $117,598 spent · pay $0 · grants $95,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $95,000 80.8%
Fees: other professional $21,898 18.6%
Taxes $525 0.4%
Other expenses $175 0.1%
Total$117,598100%

View the filing

2014 · Form 990PF · $120,731 spent · pay $0 · grants $100,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $100,000 82.8%
Fees: other professional $20,197 16.7%
Taxes $534 0.4%
Total$120,731100%

View the filing

2013 · Form 990PF · $112,183 spent · pay $0 · grants $95,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $95,000 84.7%
Fees: other professional $16,687 14.9%
Taxes $496 0.4%
Total$112,183100%

View the filing

2012 · Form 990PF · $100,976 spent · pay $0 · grants $85,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $85,000 84.2%
Fees: other professional $15,785 15.6%
Taxes $191 0.2%
Total$100,976100%

View the filing

2011 · Form 990PF · $86,579 spent · pay $0 · grants $75,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $75,000 86.6%
Fees: other professional $11,334 13.1%
Taxes $245 0.3%
Total$86,579100%

View the filing

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