Private Foundation

LEE ENDOWMENT FOUNDATION C/O FIRST CITIZENS TRUST CO NA

LEE ENDOWMENT FOUNDATION C/O FIRST CITIZENS TRUST CO NA, of MASON CITY, IA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $-37K in revenue, $16K in expenses, $591K in total assets. IRS filings disclose 105 grants awarded by this foundation, totaling roughly $175K.

EIN: 421074052 MASON CITY, IA Latest filing: 2024

Total Revenue$-37K

Total Expenses$16K

Total Assets$591K

Grants Given105

Grant Total$175K

Filing Years2020–2024

Sample Grants Given

YSS OF NORTH IOWA

MASON CITY, IA · 2024

CWES SHELTER & CRISIS STABILIZATION PROGRAMS

$2,837

STEBENS CHILDRENS THEATRE

MASON CITY, IA · 2024

MAKING SPACE FOR LEARNING PROJECT

$2,000

MASON CITY YMCA

MASON CITY, IA · 2024

SUSTAINABILITY PROJECT

$2,000

MASON CITY PARKS & REC DEPT

MASON CITY, IA · 2024

RICK RORICK PARK SUPPORT

$624

NIACC FOUNDATION

MASON CITY, IA · 2024

SCHOLARSHIPS

$348

Showing up to 5 of 105 total records — full history available with membership.

Officers & Directors

ASST SECRETARY Cd Waterman Iii

PRESIDENT/DIRECTOR Howard Kennedy

SEC/TREAS/DIRECTOR Ronald L Rickman

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIPS

$23,840 8 grants

OPERATIONS

$15,383 49 grants

PERFORMING ARTS SERIES

$15,000 3 grants

PERFORMING ARTS & LEADERSHIP SERIES

$13,000 3 grants

RAY RORICK PARK DEVELOPMENT

$8,692 5 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$-37K	$16K	$591K
2023	$-84K	$26K	$644K
2022	$-50K	$30K	$754K
2021	$-7K	$17K	$833K
2020	$-82K	$32K	$857K

Between 2020 and 2024, reported annual revenue moved from $-82K to $-37K, with total assets most recently reported at $591K.

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

Grant Geography

Grants from this foundation were reported to recipients in AZ, IA.

AZIA

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

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