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· Private foundation

Lee Endowment Foundation

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.

$5k
Granted FY2025still arriving
10
Grants FY2025still arriving
2
States reached
$2k
Largest
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Arts & Culture$45kEducation$39kYouth Development$32kHuman Services$26kRecreation & Sports$20kReligion$5kHousing & Shelter$3kEnvironment$2kOther$0
02FY2025 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

$83
Median grant
2
States reached
$500k
Total assets
Largest grants
RecipientAmount
YSS OF NORTH IOWA$2,000
NIACC FOUNDATION$1,266
STEBENS CHILDRENS THEATRE$1,231
MASON CITY PARKS & REC DE$413
WINNEBAGO BOY SCOUT COUNCIL$83
FIRST PRESBYTERIAN CHURCH$83
SIMPSON COLLEGE$83
ST ANDREWS PRESBYTERIAN CHURCH$83
CHRISTMAS CHEER FUND$40
UNITED WAY OF NORTH CENTRAL IOWA$40
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 (FY17–25, $6k) land where the poverty rate runs at 12%, against an area that typically sits at 6%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 6%ELDERBRIDGE AGENCY ON AGING: $3k → 12%ELDERBRIDGE AGENCY ON AGING: $3k → 12%CHRISTMAS CHEER FUND: $62 → 12%CHRISTMAS CHEER FUND: $40 → 12%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.
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.

84%of every dollar goes to organizations it has funded before.
$151k · 19 repeat orgs$29k to everyone else

Grantees it renews have grown median revenue +13% since the first grant, against -11% for those funded once.

19 repeat relationships: 9 still active in FY2025, 10 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

19
10

Total granted

$151k
$28k

Median revenue growth · since first grant

+13%
-11%

Still filing today

32%
20%

New vs renewed · share of each year

In FY2025, 92% of grant dollars renewed an existing relationship; $413 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25
Human ServicesEducationPhilanthropyHousing & ShelterRecreation & SportsOther
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

  • OV
    One Vision
    5× · 2019–2023 · $10k · revenue +13%
  • SC
    Simpson College
    9× · 2017–2025 · $3k · revenue +30%
  • UW
    United Way of North Central Iowa
    9× · 2017–2025 · $1k · revenue +5%

Funded once

  • MC
    MASON CITY PUBLIC LIBRARY
    one grant, 2019 · $5k
  • CL
    CLEAR LAKE ARTS CENTER
    one grant, 2019 · $5k
  • TB
    TLC BROADCASTING CORP-KCMR RADIO
    one grant, 2017 · $4k
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
Common Good Iowa

Common good iowa engages iowans to create and advocate for research-based public policy that makes life better and more equitable for all who make iowa home.

—
2
Northeast Iowa Community Action Corp

Through dynamic partnerships, quality family services, advocacy and education, neicac advances community development and improves social and economic conditions for individuals and families with limited resources.

Human Services
3
River Bend Transit

The agency provides transportation services for the elderly, disabled, and general public.

Public Benefit
4
Central Ia Center for Independent Living

To empower individuals with disabilities to control their lives.

Community Improvement
5
Food Bank of Iowa

The organization receives, warehouses, and distributes salvageable food items to non-profit tax exempt member agencies to feed the ill, needy, and infants.

Food & Nutrition
6
Dubuque Area Convention and Visitors Bureau

The Dubuque Area Convention & Visitors Bureau (CVB) will lead tourism destination promotion and development to enhance and expand the Dubuque Area experience.

Community Improvement
7
Iowa Great Lakes Chamber of Commerce

To advance tourism, assist in new and existing business development and promote economic, professional, cultural and civic interests in the iowa great lakes area.

—
8
United Way of East Central Iowa

Unite the caring power of communities to invest in effective solutions to improve people's lives.

Philanthropy
9
United Way of Clinton County Iowa

To provide leadership in our communities to 1) identify our most pressing human care needs, 2) to work together to direct the time, energy and resources towards addressing those needs to improve our quality of life.

—
10
Iowa Center for Children's Justice

ICCJ assists children in custody disputes through child focused education and legal services. ICCJ provides education and legal services on a reduced fee or at no charge based on the ability to pay.

Civil Rights
11
Iowa Business Council

The mission of the iowa business council is to engage the personal commitment of its executive members in active leadership roles on major initiatives that offer opportuinities to enhance iowa's overall economic vitality.

—
12
Iowa Chapter of Children's Advocacy Centers

To promote the development, growth and utilization of childrens advocacy centers and multidisciplinary teams to better serve Iowas abused and neglected children and their families.

Crime & Legal
How this is measured
The grantee most central to the portfolio’s shape is Girl Scouts of Greater Iowa; the most unlike its peers is Christmas Cheer Fund Inc. 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

9 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 30 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)
1
Early backer (in before they grew)
8/9
Grantees still filing
4/9
Grew since first funded

Where the money sits, by cause and then by grantee

NORTH IOWA AREA COMMUNITY COLLEGE: $28,000 · OtherNORTH IOWA AREA COMMUNITY COLLEGENIACC FOUNDATION: $25,106 · OtherNIACC FOUNDATIONFRANCIS LAUER YOUTH SERVICES: $20,107 · OtherFRANCIS LAUER YOUTH SERVICESMASON CITY PARKS & REC DEPT: $12,352 · OtherMASON CITY PARKS & REC DEPTCHARLIE BROWN PRESCHOOL & CHILD CARE: $10,500 · OtherCHARLIE BROWN PRESCHOOL & CHILD CARENORTH IOWA BAND FESTIVAL: $8,320 · OtherIndividual grant recipient: $6,250 · Other+17 more: $49,980 · Other+17 moreOne Vision: $9,500 · Housing & ShelterElderbridge Agency on Aging: $5,500 · Human Services+1 more: $102 · Human ServicesSimpson College: $2,553 · EducationUnited Way of North Central Iowa: $1,416 · PhilanthropyCENTRAL GARDENS OF NORTH IOWA INC: $621 · Recreation & Sports
Other$160,615Housing & Shelter$9,500Human Services$5,602Education$2,553Philanthropy$1,416Recreation & Sports$621

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

25%50%75%100%$1.0M$10Mgrantee revenue →↑ funder's share of their budgetOne Vision: $9,500 over 5y, 0.0% of budgetElderbridge Agency on Aging: $5,500 over 2y, 0.1% of budgetSTEBENS CHILDREN'S THEATRE: $3,231 over 2y, 0.7% of budgetGIRL SCOUTS OF GREATER IOWA: $3,000 over 1y, 0.0% of budgetSimpson College: $2,553 over 9y, 0.0% of budgetUnited Way of North Central Iowa: $1,416 over 9y, 0.0% of budgetCENTRAL GARDENS OF NORTH IOWA INC: $621 over 1y, 0.3% of budgetCHRISTMAS CHEER FUND INC: $102 over 2y, 10% 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 One Vision ↗
  • Who funds Elderbridge Agency on Aging ↗
  • Who funds STEBENS CHILDREN'S THEATRE ↗
  • Who funds GIRL SCOUTS OF GREATER IOWA ↗
  • Who funds Simpson College ↗
  • Who funds NORTH IOWA TRANSITION CENTER INC ↗
  • Who funds United Way of North Central Iowa ↗
  • Who funds CENTRAL GARDENS OF NORTH IOWA INC ↗
  • Who funds CHRISTMAS CHEER FUND 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.

Farrer Endowment FoundationIA24.2× affinity9 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Farrer Endowment Foundation · Bertha Stebens Charitable Foundation · First Citizens Bank Charitable Foundation · Stratford Foundation · The David & Phyllis Murphy Charitable Foundation · Kinney-Lindstrom Foundation Inc · Alliant Energy Foundation Inc · Beth E Reinhart Charitable Trust · Tomson Family Foundation Trust · Community Fdn of Greater Des Moines F/K/A Greater Des Moines Community Fdn · American Online Giving Foundation Inc · 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 Lee Endowment Foundation funds: left to right is the share of its income from government, bottom to top the share from Lee Endowment Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%3%5%8%10%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–10%
    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.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Lee Endowment Foundation?

    Find your warmest path to Lee Endowment Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    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 30 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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