Lee Oceans Foundation
EIN 870885641 Private FoundationTotal Given 2023–2024
$186K
4 grants · $93K avg/year
based on 2 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$47K
typical mid grants · $8K–$86K
grant size
33%
supporter · 1/3 multi-year
repeat
$3.4M
Assets (2024)
3
Distinct Recipients
About
The Foundation's tax preparer is located in Nassau County, NY, which, per IRS release NY-2021-01 announced on September 9, 2021, is included in the list of localities that constitute a covered disaster area for purposes of Treas. Reg. Sec. 301.7508A-1(d)(2) and are entitled to tax relief due to Hurricane Ida. Additional time was needed to calculate and transmit the tax payment. Therefore, Form 2220 indicates that the Q3 or Q4 estimated tax payment made on or before the extended deadline of February 15, 2022 was, in fact, made timely on the original due date of such payment. We respectfully request that no late payment penalties be assessed in connection with such payment(s) per Treas. Reg. Sec. 301.7508A-1(c)(1).
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(800) 839-1754
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | N/A | $3.2M | $3.1M | N/A |
| 2022 | N/A | $2.8M | $93K | N/A |
| 2023 | $84K | $3.1M | $92K | 1 |
| 2024 | $102K | $3.4M | $115K | 3 |
Grant Size Distribution
Based on 4 grants on record
Minimum
$1K
25th Pctl
$8K
Median
$47K
Average
$47K
75th Pctl
$86K
Maximum
$91K
Geographic Distribution
Officers & Directors
Grants Awarded (4 total)
| Purpose | ||||
|---|---|---|---|---|
| Morgan Stanley Global Impact Funding Trust Inc | San Francisco, CA | $91,427 | General & Unrestricted (SEE GENERAL EXPLANATION ATTACHMENT) | 2024 |
| Morgan Stanley Global Impact Funding Trust Inc | San Francisco, CA | $83,614 | MS GIFT ROBERT AND ALLISON LEE FUND (SEE GENERAL EXPLANATION ATTACHMENT) | 2023 |
| Cordell Marine Sanctuary Foundation | Petaluma, CA | $10,000 | General & Unrestricted | 2024 |
| Monterey Bay Aquarium Foundation | Monterey, CA | $1,000 | General & Unrestricted | 2024 |