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Mississippi · Private foundation

Jerry and Polly Lee Family Foundation Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$24k
Granted FY2025(still arriving)
21
Grants FY2025
22
Organizations funded FY2024
9%
First-time grantees FY2024
Read the full brief
Median grant, FY2025
$1,000
Largest grant, FY2025
$5,000
Organizations funded a year
11 to 46
FY2018 to FY2024
States reached, FY2025
8
Total assets, FY2025
$428k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2024, 9% of the organizations Jerry and Polly Lee Family Foundation Trust funded were first-time grantees, receiving 22% of its grant dollars.

New vs renewed · share of each year

In FY2024, 78% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’19’20’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’22’23’24
HealthHuman ServicesEnvironmentRecreation & SportsEducationPublic BenefitOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2025still arriving21$24k5%
FY202422$24k9%
FY202323$26k4%
FY202225$20k24%
FY202038$23k32%
FY201946$18k83%
FY201811$12kn/a
95% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Health$35kHuman Services$34kPhilanthropy$30kEducation$13kFood & Nutrition$6kHousing & Shelter$5kYouth Development$5kPublic Safety & Disaster$4kOther$0

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

IL
MI
NY
MA
CA
CO
MO
KY
VA
MD
TN
NC
DC
MS
GA
TX
FL

Top grantees

Largest recipients by total granted, FY2018 to FY2025, and the share of each one’s budget the grants supplied at peak.

Show all 39 grantees
All grantees of Jerry and Polly Lee Family Foundation Trust by total granted
GranteeTotal grantedYearsShare of their budget
Bacot Foundation of South Mississippi$8,00050%
Home of Grace Corporation$7,50070%
Mississippi State University$5,0001n/a
NAMI National$4,30060%
Habitat for Humanity Inc$4,30061%
American Cancer Society Inc$4,00040%
American National Red Cross & Its Constituent Chapters and Branches$3,60060%
Easter Seals Inc$2,20060%
Wounded Warrior Project Inc$2,20060%
Our Daily Bread$2,00021%
Special Olympics Inc$2,00040%
Medecins Sans Frontieres USA Inc$1,40040%
Mercy Ships International$1,30050%
Stephen Siller Tunnel to Towers Foundation$1,30030%
Marine Toys for Tots Foundation$1,10020%
Young America's Foundation$75020%
Operation Finally Home$60010%
Judicial Watch Inc$50020%
Operation Smile Inc$30020%
Christian Appalachian Project Inc$30030%
Samaritan's Purse$30010%
The Baptist Childrens Village$3002n/a
Cystic Fibrosis Foundation$20020%
Mississippi Center for Public Policy$20010%
The Mount Vernon Ladies' Association of the Union$15020%
Ocean Conservancy$10010%
National Parks Conservation Association$10010%
The Heritage Foundation$10010%
National D-Day Memorial Foundation$10010%
Admiral Nimitz Foundation$10010%
National Park Foundation$10010%
Citizens United$10010%
The National Children's Cancer Society$10010%
Partners in Health a Nonprofit Corporation$10010%
St Vincent de Paul Society of East Jackson County$10010%
Jackson County Chamber of Commerce$10010%
World Wildlife Fund Inc$5010%
The Wilderness Society$5010%
David Horowitz Freedom Center$2510%

What it could do for these grantees

Plus 32 recipients with no EIN on record ($91k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Jerry and Polly Lee Family Foundation Trust supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBacot Foundation of South Mississippi: $8,000 over 5y, 0.3% of budgetHome of Grace Corporation: $7,500 over 7y, 0.1% of budgetNAMI National: $4,300 over 6y, 0.0% of budgetHabitat for Humanity Inc: $4,300 over 6y, 1.0% of budgetAmerican Cancer Society Inc: $4,000 over 4y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $3,600 over 6y, 0.0% of budgetEaster Seals Inc: $2,200 over 6y, 0.0% of budgetWounded Warrior Project Inc: $2,200 over 6y, 0.0% of budgetOur Daily Bread: $2,000 over 2y, 0.8% of budgetSpecial Olympics Inc: $2,000 over 4y, 0.0% of budgetMedecins Sans Frontieres USA Inc: $1,400 over 4y, 0.0% of budgetMercy Ships International: $1,300 over 5y, 0.0% of budgetStephen Siller Tunnel to Towers Foundation: $1,300 over 3y, 0.0% of budgetMarine Toys for Tots Foundation: $1,100 over 2y, 0.0% of budgetYoung America's Foundation: $750 over 2y, 0.0% of budgetOperation Finally Home: $600 over 1y, 0.0% of budgetJudicial Watch Inc: $500 over 2y, 0.0% of budgetOperation Smile Inc: $300 over 2y, 0.0% of budgetChristian Appalachian Project Inc: $300 over 3y, 0.0% of budgetSamaritan's Purse: $300 over 1y, 0.0% of budgetCystic Fibrosis Foundation: $200 over 2y, 0.0% of budgetMississippi Center for Public Policy: $200 over 1y, 0.0% of budgetThe Mount Vernon Ladies' Association of the Union: $150 over 2y, 0.0% of budgetOcean Conservancy: $100 over 1y, 0.0% of budgetNational Parks Conservation Association: $100 over 1y, 0.0% of budgetThe Heritage Foundation: $100 over 1y, 0.0% of budgetNational D-Day Memorial Foundation: $100 over 1y, 0.0% of budgetAdmiral Nimitz Foundation: $100 over 1y, 0.0% of budgetNational Park Foundation: $100 over 1y, 0.0% of budgetCitizens United: $100 over 1y, 0.0% of budgetThe National Children's Cancer Society: $100 over 1y, 0.0% of budgetPartners in Health a Nonprofit Corporation: $100 over 1y, 0.0% of budgetSt Vincent de Paul Society of East Jackson County: $100 over 1y, 0.1% of budgetJackson County Chamber of Commerce: $100 over 1y, 0.0% of budgetWorld Wildlife Fund Inc: $50 over 1y, 0.0% of budgetThe Wilderness Society: $50 over 1y, 0.0% of budgetDavid Horowitz Freedom Center: $25 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 37.

Nonprofits that may fit its grantmaking

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Raymond James Charitable Endowment FundFL10.5× affinity4 shared granteesties to 3 of 3Hover any node to trace its alignments.Compare side by side →

Open a dossier: Raymond James Charitable Endowment Fund · The Bank of America Charitable Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Jerry and Polly Lee Family Foundation Trust with peer funders

About Jerry and Polly Lee Family Foundation Trust

How much does Jerry and Polly Lee Family Foundation Trust give?
Jerry and Polly Lee Family Foundation Trust reported 21 grants totaling $23,500 in its FY2025 IRS filing. It funded between 11 and 46 organizations a year over FY2018 to FY2024.
What does Jerry and Polly Lee Family Foundation Trust fund?
By grant dollars over FY2018 to FY2025, its largest causes are Health (24%), Human Services (23%), Philanthropy (21%).
Who are Jerry and Polly Lee Family Foundation Trust's largest grantees?
By total granted over FY2018 to FY2025: Bacot Foundation of South Mississippi ($8k), Home of Grace Corporation ($8k), Mississippi State University ($5k).
Does Jerry and Polly Lee Family Foundation Trust fund new organizations?
In FY2024, 9% of the organizations it funded were first-time grantees.
Does Jerry and Polly Lee Family Foundation Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Jerry and Polly Lee Family Foundation Trust?
Its strongest co-funders, measured against what their size predicts, include Raymond James Charitable Endowment Fund, The Bank of America Charitable Foundation Inc, Fidelity Investments Charitable Gift Fund.
Where is Jerry and Polly Lee Family Foundation Trust based?
Jerry and Polly Lee Family Foundation Trust is based in MS.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 73 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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