Skip to content
Roger and Clarissa Lee Family Foundation at a glance

· Private foundation

Roger and Clarissa Lee Family 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.

$315k
Granted FY2025still arriving
8
Grants FY2025still arriving
4
States reached
$100k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

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

Education$16MRecreation & Sports$170kArts & Culture$50kCivil Rights$50kHealth$45kCrime & Legal$30kPhilanthropy$25kFood & Nutrition$3k
02FY2025 · 8 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k6 grants · $140k
  • $50k–250k2 grants · $175k
$25,000
Median grant
4
States reached
$11M
Total assets
Largest grants
RecipientAmount
HOLDERNESS SCHOOL$100,000
RIEKES CENTER$75,000
ENNEAGRAM PRISON PROJECT$30,000
THE TAFT SCHOOL$25,000
REPRODUCTIVE FREEDOM FOR ALL$25,000
YALE$25,000
PENINSULA BRIDGE$25,000
MENLO ANTHERON HIGH SCHOOL$10,000
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 (FY24–25, $50k) land where the poverty rate runs at 14%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%REPRODUCTIVE FREEDOM FOR ALL: $25k → 14%REPRODUCTIVE FREEDOM FOR ALL: $25k → 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

ME
NH
NY
OR
OH
CT
CA
DC
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.

76%of every dollar goes to organizations it has funded before.
$12M · 8 repeat orgs$3.8M to everyone else

Grantees it renews have grown median revenue +23% since the first grant, against +11% for those funded once.

8 repeat relationships: 6 still active in FY2025, 2 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

8
13

Total granted

$12M
$3.8M

Median revenue growth · since first grant

+23%
+11%

Still filing today

75%
54%

New vs renewed · share of each year

In FY2025, 87% of grant dollars renewed an existing relationship; $40k went to new ones.

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

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

’18’19’20’21’22’23’24’25
EducationHuman ServicesArts & CultureHealthRecreation & SportsCrime & LegalOther
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

  • TT
    THE TAFT SCHOOL CORPORATION
    7× · 2018–2025 · $6.3M · revenue +94%
  • KF
    KEYS FAMILY DAY SCHOOL INC
    4× · 2018–2021 · $420k · revenue +42%
  • HS
    HOLDERNESS SCHOOL
    3× · 2023–2025 · $200k · revenue +7%

Funded once

  • LF
    LEE FAMILY GIFT FUND
    one grant, 2024 · $3.3M
  • SM
    SCHOOLS MENTORING AND RESOURCES TEAM INC
    one grant, 2023 · $150k · revenue +24%
  • IG
    Individual grant recipient
    one grant, 2021 · $80k
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
The San Francisco School

A private school that cultivates and celebrates the intellectual, imaginative, and humanitarian promise of each student in a community that practices mutual respect, embraces diversity, and inspires passion for learning.

—
2
Marin Academy

Marin academy asks every individual to think, question, and create in an environment of encouragement and compassion, and challenges each person to accept the responsibilities posed by education in a democratic society.

Education
3
San Francisco Friends School

At san francisco friends school, students learn in a community grounded in the quaker values of reflection, integrity, peaceful problem-solving and stewardship. our teachers challenge students with a dynamic curriculum that inspires…

Education
4
Harbor School

Inspiring young scholars to contribute their wisdom, compassion, and personal best in the classroom, the community and the world.

Education
5
Millbrook School

In a community where every student is known and needed, millbrook prepares its students for college and lives of meaning and consequence by instilling the values of respect, integrity, service, stewardship, and curiosity.

Education
6
The Philadelphia School

The philadelphia school educates children for a future that is impossible to know but not impossible to shape. learn here. go anywhere.

—
7
The Peak School

The peak school seeks to ignite a passion for learning, to develop students of diverse talents and backgrounds who think critically and act with integrity, and to graduate compassionate, confident, capable students who will embrace their…

Education
8
The Key School Inc

The key school is founded upon the conviction that children are innately curious about themselves and the world; they want to learn, they want to discover, and they want to create. (continued on schedule o)

Education
9
Mastery Charter High School

All students learn the academic and personal skills they need to be truly prepared for postsecondary success and able to pursue their dreams.

Education
10
Hillbrook School

Hillbrook provides an extraordinary educational experience that fosters a love of learning in our students and helps them to develop the knowledge, skills and confidence to achieve their highest individual potential in school and in life.…

Education
11
Morristown-Beard School

Morristown beard school is an educational college preparatory school in grades 6 to 12 located in morristown, new jersey.

Education
12
Harvard-Westlake School

Harvard-westlake strives to be a diverse and inclusive community united by the joyful pursuit of educational excellence, living and learning with integrity, and purpose beyond ourselves.

Education
How this is measured
The grantee most central to the portfolio’s shape is The Taft School Corporation; the most unlike its peers is Northstar Team Foundation. 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

15 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. 15 of the 24 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)
15/15
Grantees still filing
11/15
Grew since first funded

Where the money sits, by cause and then by grantee

YALE: $3,595,000 · OtherYALELEE FAMILY GIFT FUND: $3,300,000 · OtherLEE FAMILY GIFT FUNDYALE UNIVERSITY: $1,315,000 · OtherYALE UNIVERSITY+9 more: $242,015 · OtherTHE TAFT SCHOOL CORPORATION: $6,281,000 · EducationTHE TAFT SCHOOL CORPORATIONKEYS FAMILY DAY SCHOOL INC: $420,350 · EducationKEYS FAMILY DAY SCHOOL INC+5 more: $565,000 · Education+5 moreREPRODUCTIVE FREEDOM FOR ALL: $50,000 · Human ServicesMORY'S PRESERVATION INC: $50,000 · Arts & CultureCANCER SUPPORT TEAM INC: $45,000 · HealthENNEAGRAM PRISON PROJECT: $30,000 · Crime & LegalMaine Community Foundation Inc: $25,000 · Philanthropy
Other$8,452,015Education$7,266,350Human Services$50,000Arts & Culture$50,000Health$45,000Crime & Legal$30,000Philanthropy$25,000

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 budgetTHE TAFT SCHOOL CORPORATION: $6,281,000 over 7y, 7.1% of budgetKEYS FAMILY DAY SCHOOL INC: $420,350 over 4y, 1.9% of budgetHOLDERNESS SCHOOL: $200,000 over 3y, 0.3% of budgetRiekes Center for Human Enhancement: $160,000 over 4y, 0.7% of budgetSCHOOLS MENTORING AND RESOURCES TEAM INC (SMART): $150,000 over 1y, 6.5% of budgetREPRODUCTIVE FREEDOM FOR ALL: $50,000 over 2y, 0.1% of budgetTHE KEHILLAH SCHOOL: $50,000 over 1y, 0.4% of budgetMORY'S PRESERVATION INC: $50,000 over 1y, 15% of budgetTHE PENINSULA BRIDGE PROGRAM: $50,000 over 2y, 0.4% of budgetCANCER SUPPORT TEAM INC: $45,000 over 1y, 2.3% of budgetMaine Community Foundation Inc: $25,000 over 1y, 0.0% of budgetNORTHSTAR TEAM FOUNDATION: $10,000 over 1y, 2.8% of budgetMENLO PARK-ATHERTON EDUCATION FOUNDATION: $5,000 over 1y, 0.1% of budgetFOODCORPS INC: $2,500 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.

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.

Boston Foundation IncGs Donor Advised Phil…Morgan Stanley Global…Silicon Valley Commun…Bny Mellon Charitable…American Endowment Fo…National Philanthropi…Vanguard Charitable E…American Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Boston Foundation IncMA16.6× affinity6 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Boston Foundation Inc · Gs Donor Advised Philanthropy Fund for Wealth Management Inc · Morgan Stanley Global Impact Funding Trust Inc · Silicon Valley Community Foundation · Bny Mellon Charitable Gift Fund · American Endowment Foundation · National Philanthropic Trust · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · Donor Advised Charitable Giving 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 Roger and Clarissa Lee Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Roger and Clarissa Lee Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 20%1%4%8%15%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →median 21%
  • Foodcorps Inc: 21% of income from government
no gov moneyreceives it· size = income
2get no government money at all
4report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–40%
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 Roger and Clarissa Lee Family Foundation?

Find your warmest path to Roger and Clarissa Lee Family 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 24 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 Roger and Clarissa 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