Private Foundation

THE JK LEE FAMILY FOUNDATION C/O CAUSEWAY ADVISORY GROUP LLC

THE JK LEE FAMILY FOUNDATION C/O CAUSEWAY ADVISORY GROUP LLC is a private foundation categorized as Private Foundation based in SAN ANTONIO, TX. Its most recent IRS filing (2025) reports revenue of $1K, expenses of $216K, total assets of $42K. Imperigo tracks 23 reported grants from this foundation totaling approximately $2.1M.

EIN: 203959177 SAN ANTONIO, TX Latest filing: 2025

Total Revenue$1K

Total Expenses$216K

Total Assets$42K

Grants Given23

Grant Total$2.1M

Filing Years2021–2025

Sample Grants Given

AVON OLD FARMS SCHOOL

AVON, CT · 2025

GENERAL CONTRIBUTION

$200,000

SPENCER MUSEUM OF ART

LAWRENCE, KS · 2025

GENERAL CONTRIBUTION

$10,000

THE MAGIK THEATER

SAN ANTONIO, TX · 2024

GENERAL CONTRIBUTION

$20,000

TEACH FOR AMERICA

NEW YORK, NY · 2024

GENERAL CONTRIBUTION

$5,000

KU ENDOWMENT - THE UNIVERSITY OF KANSAS

LAWRENCE, KS · 2023

GENERAL CONTRIBUTION

$850,000

Showing up to 5 of 23 total records — full history available with membership.

Officers & Directors

BOARD MEMBER Ingrid T Lee

PRESIDENT Jennifer Ann Lee

SECRETARY/TREASURER Oliver Tsung Wen Lee

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL CONTRIBUTION

$1,866,875 21 grants

EAST CENTER - EAST ASIAN STUDIES FOR CC

$209,796 2 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$1K	$216K	$42K
2024	$3K	$34K	$257K
2023	$50K	$864K	$288K
2022	$9K	$68K	$1.1M
2021	$194K	$40K	$1.2M

Between 2021 and 2025, reported annual revenue declined from $194K to $1K (-99%), with total assets most recently reported at $42K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CT, KS, NY, OK, SD, TX, and 1 other state.

CTKSNYOKSDTXVA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE JK LEE FAMILY FOUNDATION C/O CAUSEWAY ADVISORY GROUP LLC

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Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports