Henry and Shirley Lee Foundation

LAGUNA WOODS, CA EIN: 47-5352519

Henry and Shirley Lee Foundation is a private foundation focused on Education, based in LAGUNA WOODS, CA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 4 grants totaling $29K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$29K

-8.4% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$7K

-8.4% YoY

About Henry and Shirley Lee Foundation

Based on IRS filings

Henry and Shirley Lee Foundation is a private foundation focused on Education, based in LAGUNA WOODS, CA. IRS filing data is available from 2020 through 2023. In 2023, it awarded 4 grants totaling $29K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Fountain ValleyIrvineLaguna HillsLaguna Woods

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$11K$22K$33K$44K2020202120222023
Metric202320222021
Total Assets$28,877$20,398
Revenue$40,000$20,000
Expenses$28,873$31,525$14,020
Qualifying Distributions$28,873$31,525$14,000
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$16K$24K$32K0 grants20202 grants20214 grants20224 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2023

Misc Organizations$17KSaddlebak Memorial$6KUCI Foundation$5KChinese-American Club an…$1K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
Shirley LeeSecretary
Henry LeePresident

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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