ROGER AND CLARISSA LEE FAMILY FDTN
https://N/ATotal Given 2019–2024
$13.7M
21 grants · $2.3M avg/year
based on 6 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$50K
typical mid grants · $45K–$241K
grant size
33%
supporter · 5/15 multi-year
repeat
$5.5M
Assets · 2021
15
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
6179483800
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | N/A | $1.1M | $1.9M | N/A |
| 2019 | $45K | $961K | $12K | 2 |
| 2021 | $992K | $5.5M | $5.8M | 6 |
| 2023 | $8.9M | $13.2M | $16.1M | 5 |
| 2024 | $3.8M | $10.3M | $1.9M | 8 |
Grant Size Distribution
Based on 21 grants on record
Minimum
$8K
25th Pctl
$45K
Median
$50K
Average
$654K
75th Pctl
$241K
Maximum
$5.2M
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| CLARISSA H LEE | SECRETARY & TREASURER | — |
| ROGER H LEE | PRESIDENT | — |
| ROGER LEE | PRESIDENT | — |
| CLARISSA LEE | SEC'Y & TREA | — |
Grants Awarded (21 total)
| Recipient | Location | Amount | Purpose | Year |
|---|---|---|---|---|
| THE TAFT SCHOOL | WATERTOWN, CT | $5,168,000 | EDUCATION FUNDING | 2023 |
| YALE | NEW HAVEN, CT | $3,520,000 | EDUCATION FUNDING | 2023 |
| LEE FAMILY GIFT FUND | CINCINNATI, OH | $3,300,000 | EDUCATION FUND | 2024 |
| THE TAFT SCHOOL | WATERTOWN, CT | $337,500 | EDUCATION FUNDING | 2021 |
| KEYS FAMILY DAY SCHOOL | PALO ALTO, CA | $300,000 | EDUCATION FUNDING | 2021 |
| THE TAFT SCHOOL | WATERTOWN, CT | $241,000 | EDUCATION FUNDING | 2024 |
| YALE UNIVERSITY | NEW HAVEN, CT | $200,000 | EDUCATION FUNDING | 2021 |
| SCHOOLS MENTORING AND RESOURCE TEAM | SAN FRANCISCO, CA | $150,000 | EDUCATION FUNDING | 2023 |
| SMART SCHOLARS | SAN FRANCISCO, CA | $80,000 | EDUCATION FUNDING | 2021 |
| YALE | NEW HAVEN, CT | $50,000 | EDUCATION FUNDING | 2024 |
| RIEKES CENTER | MENLO PARK, CA | $50,000 | EDUCATION FUNDING | 2023 |
| HOLDERNESS SCHOOL | HOLDERNESS, NH | $50,000 | EDUCATION FUNDING | 2023 |
| KEHILLAH JEWISH HIGH SCHOOL | PALO ALTO, CA | $50,000 | EDUCATION FUNDING | 2021 |
| HOLDERNESS SCHOOL | HOLDERNESS, NH | $50,000 | EDUCATION FUNDING | 2024 |
| MORYS PRESERVATION INC | NEW HAVEN, CT | $50,000 | EDUCATION FUNDING | 2024 |
| CANCER SUPPORT TEAM | PURCHASE, NY | $45,000 | EDUCATION FUNDING | 2024 |
| SMART PROGRAM | SAN FRANCISCO, CA | $25,000 | EDUCATION FUNDING | 2019 |
| REPRODUCTIVE FREEDOM FOR ALL | WASHINGTON, DC | $25,000 | EDUCATION FUNDING | 2024 |
| RIEKES CENTER | MENLO PARK, CA | $25,000 | EDUCATION FUNDING | 2021 |
| KEYS FAMILY DAY SCHOOL | PALO ALTO, CA | $20,000 | EDUCATION FUNDING | 2019 |
| ONE COMMUNITY CAMPAIGN | ATHERTON, CA | $8,000 | EDUCATION FUNDING | 2024 |