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Jerry and Polly Lee Family Foundation Trust at a glance

· 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 FY2025still arriving
21
Grants FY2025still arriving
8
States reached
$5k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0195% 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
02FY2025 · 21 grants

Where the money goes

Grants by size, and the largest recipients.

$1,000
Median grant
8
States reached
$428k
Total assets
Largest grants
RecipientAmount
MISSISSIPPI STATE UNIVERSITY$5,000
BACOT MCCARTY FOUNDATION$2,000
UNITED WAY OF JACKSON COUNTY$2,000
RONALD MCDONALD HOUSE$1,000
BOYS & GIRLS CLUB$1,000
FEEDING THE GULF COAST$1,000
ST JUDES CHILDRENS HOSPITAL$1,000
CASA$1,000
NAMI$1,000
Individual grant recipient$1,000
AMERICAN CANCER SOCIETY$1,000
THE SALVATION ARMY$1,000
HABITAT FOR HUMANITY$1,000
HOME OF GRACE$1,000
SHRINERS CHILDRENS HOSPITAL$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY19–25, $6k) land where the poverty rate runs at 15%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%WOUNDED WARRIOR PROJECT: $500 → 14%CHRISTIAN APPALACHIAN PROJECT: $100 → 26%WOUNDED WARRIOR PROJECT: $500 → 14%CHRISTIAN APPALACHIAN PROJECT: $100 → 26%WOUNDED WARRIOR PROJECT: $500 → 14%CHRISTIAN APPALACHIAN PROJECT: $100 → 26%WOUNDED WARRIOR PROJECT: $500 → 14%WOUNDED WARRIOR PROJECT: $100 → 14%WOUNDED WARRIOR PROJECT: $100 → 14%AMERICAN RED CROSS: $1k → 14%AMERICAN RED CROSS: $600 → 14%AMERICAN RED CROSS: $500 → 14%AMERICAN RED CROSS: $500 → 14%AMERICAN RED CROSS: $500 → 14%ST VINCENT DE PAUL SOCIETY: $100 → 16%AMERICAN RED CROSS: $500 → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

IL
MI
NY
MA
CA
CO
MO
KY
VA
MD
TN
NC
DC
MS
GA
TX
FL
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

85%of every dollar goes to organizations it has funded before.
$125k · 36 repeat orgs$21k to everyone else

Grantees it renews have grown median revenue +39% since the first grant, against +10% for those funded once.

36 repeat relationships: 20 still active in FY2025, 16 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

36
34

Total granted

$125k
$16k

Median revenue growth · since first grant

+39%
+10%

Still filing today

53%
50%

New vs renewed · share of each year

In FY2025, 79% of grant dollars renewed an existing relationship; $5k went to new ones.

50%100%’18’19’20’22’23’24’25
RenewedFirst-time

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

’18’19’20’22’23’24’25
Human ServicesHealthEnvironmentInternationalPublic BenefitEducationOther
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.

Backed again, and grew

  • BF
    BACOT FOUNDATION OF SOUTH MISSISSIPPI
    5× · 2018–2025 · $8k · revenue +479%
  • NN
    NAMI National
    6× · 2019–2025 · $4k · revenue +411%
  • AN
    American National Red Cross & Its Constituent Chapters and Branches
    6× · 2019–2025 · $4k · revenue +39%

Funded once

  • PH
    PASCAGOULA HIGH SCHOOL SCHOLARSHIPS
    one grant, 2024 · $5k
  • UW
    UNITED WAY-REBUILD MOSS POINT
    one grant, 2023 · $5k
  • UO
    UNIVERSITY OF MS MEDICAL CENTER
    one grant, 2020 · $1k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

—
2
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
3
Npr Foundation

The npr foundation ("foundation") is organized and operated exclusively for the benefit of its sole supported organization, national public radio, inc. ("npr inc."). the foundation supports npr inc. through various activities such as…

—
4
National Committee for Quality Assurance

Our mission: to improve the quality of health care.our vision: better health care. better choices. better health.

Health
5
American Gas Association

American gas association's (the association) mission is to develop and advocate for informed, innovative, and durable policy that fulfills our nation's energy needs, environmental aspirations and economic potential. we are committed to…

—
6
Internet Society Foundation

At the internet society foundation, we focus on funding initiatives that strengthen the internet in function and reach so that it can effectively serve all people. our work advances the vision of the internet society (isoc): the internet…

International
7
National Association of Insurance and Financial Advisors

Empowering financial professionals and consumers through world-class advocacy and education.

—
8
American Association for the Advancement of Science

Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…

Science & Tech
9
Jewelers of America Inc

Jewelers of america, the most trusted and influential voice of the jewelry industry, empowers and unites its members through expert guidance and advocacy, driving excellence, integrity, and success in an ever-changing marketplace.

—
10
United States Telecom Association

See schedule oustelecom exists to ensure members can compete, grow and thrive to build a world where families, enterprises and communities are connected through the power of broadband.our member companies have committed a considerable…

—
11
National Public Radio Inc

National public radio, inc. ("npr") works collaboratively with member public radio station licensees ("member stations") to create a more informed public, one that is challenged and invigorated by a deeper understanding and appreciation of…

Arts & Culture
12
Air Transport Association of America Inc

Airlines for america (a4a) vigorously advocates for america's airlines as models of safety, customer service, and environmental responsibility; and as the indispensable network that drives our nation's economy and global…

—
How this is measured
The grantee most central to the portfolio’s shape is The Heritage Foundation; the most unlike its peers is Partners in Health a Nonprofit Corporation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

39 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 39 of the 73 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
38/39
Grantees still filing
28/39
Grew since first funded

Where the money sits, by cause and then by grantee

THE SALVATION ARMY: $20,500 · OtherTHE SALVATION ARMYUNITED WAY OF JACKSON COUNTY: $12,500 · OtherUNITED WAY OF JACKSON COUNTYST JUDES CHILDRENS HOSPITAL: $8,500 · OtherST JUDES CHILDRENS HOSPITALBACOT FOUNDATION OF SOUTH MISSISSIPPI: $8,000 · OtherBACOT FOUNDATION OF SOUTH MISSISSIPPIHOME OF GRACE CORPORATION: $7,500 · OtherHOME OF GRACE CORPORATIONSHRINERS CHILDRENS HOSPITAL: $7,000 · OtherSHRINERS CHILDRENS HOSPITALMISSISSIPPI STATE UNIVERSITY: $5,000 · OtherPASCAGOULA HIGH SCHOOL SCHOLARSHIPS: $5,000 · OtherUNITED WAY-REBUILD MOSS POINT: $5,000 · OtherIndividual grant recipient: $4,300 · OtherHABITAT FOR HUMANITY INC: $4,300 · OtherRONALD MCDONALD HOUSE: $4,300 · OtherFEEDING THE GULF COAST: $4,100 · OtherBOYS & GIRLS CLUB: $4,100 · Other+42 more: $22,675 · Other+42 moreNAMI National: $4,300 · HealthAMERICAN CANCER SOCIETY INC: $4,000 · Health+2 more: $300 · HealthAmerican National Red Cross & Its Constituent Chapters and Branches: $3,600 · Human ServicesWOUNDED WARRIOR PROJECT INC: $2,200 · Human ServicesCHRISTIAN APPALACHIAN PROJECT INC: $300 · Human Services+1 more: $100 · Human ServicesMEDECINS SANS FRONTIERES USA INC: $1,400 · InternationalMercy Ships International: $1,300 · InternationalOPERATION SMILE INC: $300 · InternationalSPECIAL OLYMPICS INC: $2,000 · Recreation & SportsNATIONAL D-DAY MEMORIAL FOUNDATION: $100 · Recreation & SportsOUR DAILY BREAD: $2,000 · Food & NutritionSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION: $1,300 · EducationHILLSDALE COLLEGE: $300 · EducationMISSISSIPPI CENTER FOR PUBLIC POLICY: $200 · Education
Other$122,775Health$8,600Human Services$6,200International$3,000Recreation & Sports$2,100Food & Nutrition$2,000Education$1,800

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetHILLSDALE COLLEGE: $300 over 2y, 0.0% of budgetSAMARITAN'S PURSE: $300 over 1y, 0.0% of budgetLeadership Institute: $250 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
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds BACOT FOUNDATION OF SOUTH MISSISSIPPI ↗
  • Who funds HOME OF GRACE CORPORATION ↗
  • Who funds NAMI National ↗
  • Who funds HABITAT FOR HUMANITY INC ↗
  • Who funds AMERICAN CANCER SOCIETY INC ↗
  • Who funds American National Red Cross & Its Constituent Chapters and Branches ↗
  • Who funds EASTER SEALS INC ↗
  • Who funds WOUNDED WARRIOR PROJECT INC ↗
  • Who funds OUR DAILY BREAD ↗
  • Who funds SPECIAL OLYMPICS INC ↗
  • Who funds MEDECINS SANS FRONTIERES USA INC ↗
  • Who funds Mercy Ships International ↗
  • Who funds STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION ↗
  • Who funds MARINE TOYS FOR TOTS FOUNDATION ↗
  • Who funds Young America's Foundation ↗
  • Who funds OPERATION FINALLY HOME ↗
  • Who funds JUDICIAL WATCH INC ↗
  • Who funds OPERATION SMILE INC ↗
  • Who funds CHRISTIAN APPALACHIAN PROJECT INC ↗

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 Charita…The Bank of America C…Fidelity Investments …Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization Jerry and Polly Lee Family Foundation Trust funds: left to right is the share of its income from government, bottom to top the share from Jerry and Polly Lee Family Foundation Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%13%25%38%50%share of the org’s income from government →median 0%
  • Partners in Health a Nonprofit Corporation: 0% of income from government
  • Wounded Warrior Project Inc: 0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
5report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–50%
typical government reliance, FY20–25
How this is measured
Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

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

Play a game based on Jerry and Polly Lee Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home