Matthew D and Katherine H Lee Foundation
EIN 262934869About
As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2018, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $872,000. This amount represents 25% or more of the Foundation's net assets of $3,326,447 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2018. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.
Focus Areas
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $872K | $2.3M | $455K | 13 |
| 2019 | N/A | $2.5M | $242K | N/A |
| 2020 | $221K | $3.8M | $1.1M | 10 |
| 2021 | $359K | $4.4M | $93K | 18 |
| 2022 | $569K | $2.4M | $-12K | 17 |
| 2023 | $457K | $2.8M | $348K | 15 |
| 2024 | $120K | $3.4M | $61K | 8 |
Grant Size Distribution
Based on 81 grants on record
Geographic Distribution
Officers & Directors
Grants Awarded (81 total)
| Purpose | ||||
|---|---|---|---|---|
| Global Fund for Forgotten People Order of Malta in | Chevy Chase, MD | $250,000 | General & Unrestricted | 2018 |
| Hufs Foundation of Southern California | Los Angeles, CA | $220,000 | General & Unrestricted | 2018 |
| Hufs Foundation of Southern California | Los Angeles, CA | $210,000 | General & Unrestricted | 2023 |
| Hufs Foundation of Southern California | Los Angeles, CA | $200,000 | General & Unrestricted | 2022 |
| Archdiocese of Washington | Washington, DC | $200,000 | Education Fund | 2018 |
| Global Fund for Forgotten People Order of Malta in | San Francisco, CA | $100,000 | To help the Ukrainian people who are suffering terribly due to the Russian invasion of their country | 2022 |
| Global Fund for Forgotten People Order of Malta in | San Francisco, CA | $100,000 | General & Unrestricted | 2022 |
| Global Fund for Forgotten People Order of Malta in | San Francisco, CA | $100,000 | General & Unrestricted | 2020 |
| Catholic Foreign Mission Society of America Inc | Maryknoll, NY | $100,000 | General & Unrestricted | 2021 |
| Global Fund for Forgotten People Order of Malta in | San Francisco, CA | $100,000 | General & Unrestricted | 2021 |
| Holy Family Hospital of Bethlehem Foundation | Washington, DC | $100,000 | General & Unrestricted | 2023 |
| Catholic Foreign Mission Society of America Inc | Maryknoll, NY | $100,000 | General & Unrestricted | 2018 |
| Hufs Foundation of Southern California | Los Angeles, CA | $30,000 | General & Unrestricted | 2020 |
| Archdiocese of Washington | Washington, DC | $30,000 | Cardinal's Appeal Fund | 2018 |
| Anglo-American Charitable Foundation Ltd | Smithfield, NC | $25,000 | St. Paul's Girls' School | 2022 |
| Missionary Servants of the Most Holy Trinity | Silver Spring, MD | $25,000 | Centennial campaign and Mobile Clinic project | 2022 |
| Missionary Servants of the Most Holy Trinity | Silver Spring, MD | $25,000 | Centennial campaign and Mobile Clinic project | 2021 |
| Anglo-American Charitable Foundation Ltd | Smithfield, NC | $25,000 | St. Paul's Girls' School | 2023 |
| Anglo-American Charitable Foundation Ltd | Smithfield, NC | $25,000 | St. Paul's Girls' School | 2024 |
| Holy Family Hospital of Bethlehem Foundation | Washington, DC | $21,000 | General & Unrestricted | 2021 |
| Holy Family Hospital of Bethlehem Foundation | Washington, DC | $20,000 | General & Unrestricted | 2022 |
| Little Sisters of Holy Family Inc | Potomac, MD | $20,000 | General & Unrestricted | 2022 |
| Little Sisters of Holy Family Inc | Potomac, MD | $20,000 | General & Unrestricted | 2020 |
| Little Sisters of Holy Family Inc | Potomac, MD | $20,000 | General & Unrestricted | 2021 |
| Little Sisters of Holy Family Inc | Potomac, MD | $20,000 | General & Unrestricted | 2023 |