DANIEL R AND KAREN KALES LEE FAMILY
https://N/ATotal Given 2016–2023
$2.3M
143 grants · $287K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$2K
typical micro grants · $500–$8K
grant size
38%
supporter · 27/72 multi-year
repeat
$7.9M
Assets · 2021
72
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8479890055
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $211K | $4.2M | $577K | 21 |
| 2017 | $196K | $5.1M | $1.7M | 22 |
| 2018 | $261K | $4.9M | $702K | 19 |
| 2019 | N/A | $6.1M | $750K | N/A |
| 2020 | $353K | $7.1M | $412K | 22 |
| 2021 | $564K | $7.9M | $1.1M | 12 |
| 2022 | $350K | $6.5M | $368K | 28 |
| 2023 | $361K | $7.5M | $859K | 19 |
Grant Size Distribution
Based on 143 grants on record
Minimum
$50
25th Pctl
$500
Median
$2K
Average
$16K
75th Pctl
$8K
Maximum
$500K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JESSICA L GUTEN | SECRETARY | — |
| SARNA L GOLDENBERG | VICE PRESIDENT/TREASURER | — |
| KAREN K LEE | PRESIDENT | — |
| DANIEL R LEE DECEASED 122020 | PRESIDENT | — |
| DANIEL R LEE | TREASURER | — |
| JOEL H FENCHEL | DIRECTOR | — |
Grants Awarded (143 total)
| Purpose | ||||
|---|---|---|---|---|
| NORTHWESTERN MEMORIAL FOUNDATION | CHICAGO, IL | $500,000 | SUPPORT GENERAL OPERATIONS | 2021 |
| JEWISH UNITED FUND | CHICAGO, IL | $172,495 | SUPPORT | 2016 |
| JEWISH UNITED FUND | CHICAGO, IL | $159,000 | SUPPORT | 2017 |
| JEWISH UNITED FUND | CHICAGO, IL | $150,336 | SUPPORT GENERAL OPERATIONS | 2018 |
| JEWISH UNITED FUND | CHICAGO, IL | $150,100 | SUPPORT GENERAL OPERATIONS | 2020 |
| JEWISH UNITED FUND | CHICAGO, IL | $125,000 | SUPPORT GENERAL OPERATIONS | 2023 |
| JEWISH UNITED FUND | CHICAGO, IL | $125,000 | SUPPORT GENERAL OPERATIONS | 2022 |
| AMERICAN FRIENDS-MAGEN DAVID | NORTHBROOK, IL | $100,000 | SUPPORT GENERAL OPERATIONS | 2020 |
| AMERICAN FRIENDS-MAGEN DAVID | NORTHBROOK, IL | $72,000 | SUPPORT GENERAL OPERATIONS | 2022 |
| AMERICAN FRIENDS-MAGEN DAVID | NORTHBROOK, IL | $70,000 | SUPPORT GENERAL OPERATIONS | 2023 |
| AMERICAN FRIENDS-MAGEN DAVID | NORTHBROOK, IL | $62,500 | SUPPORT GENERAL OPERATIONS | 2018 |
| CJE SENIOR LIFE | CHICAGO, LA | $54,000 | SUPPORT GENERAL OPERATIONS | 2023 |
| THE ARK | CHICAGO, IL | $36,000 | SUPPORT GENERAL OPERATIONS | 2022 |
| AM SHALOM | GLENCOE, IL | $33,025 | SUPPORT GENERAL OPERATIONS | 2023 |
| AM SHALOM | GLENCOE, IL | $31,800 | SUPPORT GENERAL OPERATIONS | 2022 |
| PROVIDENCE FARM COMMUNITY FOUNDATION | NORTHBROOK, IL | $25,000 | SUPPORT GENERAL OPERATIONS | 2023 |
| BERNIE'S BOOK BANK | LAKE BLUFF, IL | $25,000 | SUPPORT GENERAL OPERATIONS | 2023 |
| NORTHWESTERN MEMORIAL FOUNDATION | CHICAGO, IL | $25,000 | SUPPORT GENERAL OPERATIONS | 2020 |
| BERNIE'S BOOK BANK | LAKE BLUFF, IL | $18,000 | SUPPORT GENERAL OPERATIONS | 2022 |
| PROVIDENCE FARM | NORTHBROOK, IL | $18,000 | SUPPORT GENERAL OPERATIONS | 2022 |
| AM SHALOM | GLENCOE, IL | $13,000 | SUPPORT GENERAL OPERATIONS | 2020 |
| LEUKEMIA & LYMPHOMA SOCIETY | RYE BROOK, NY | $12,000 | SUPPORT GENERAL OPERATIONS | 2020 |
| JEWISH FEDERATION OF GREATER PHOENIX | SCOTTSDALE, AZ | $11,000 | SUPPORT GENERAL OPERATIONS | 2021 |
| JEWISH UNITED FUND | CHICAGO, IL | $10,182 | SUPPORT GENERAL OPERATIONS | 2021 |
| LEUKEMIA & LYMPHOMA SOCIETY | RYE BROOK, NY | $10,100 | SUPPORT | 2017 |