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 2025 filing shows $-78K in revenue, $12K in expenses, $500K in total assets. IRS filings disclose 115 grants awarded by this foundation, totaling roughly $180K.

EIN: 421074052 MASON CITY, IA Latest filing: 2025

Total Revenue$-78K

Total Expenses$12K

Total Assets$500K

Grants Given115

Grant Total$180K

Filing Years2021–2025

Sample Grants Given

YSS OF NORTH IOWA

MASON CITY, IA · 2025

24/7 PROGRAMS' GENERAL NEEDS

$2,000

NIACC FOUNDATION

MASON CITY, IA · 2025

SCHOLARSHIPS

$1,266

STEBENS CHILDRENS THEATRE

MASON CITY, IA · 2025

LIGHTING SYSTEM UPGRADE

$1,231

MASON CITY PARKS & REC DE

MASON CITY, IA · 2025

RAY RORICK PARK SUPPORT

$413

FIRST PRESBYTERIAN CHURCH

MASON CITY, IA · 2025

OPERATIONS

$83

Showing up to 5 of 115 total records — full history available with membership.

Officers & Directors

ASST SECRETA Cd Waterman Lane Waterman Llp

PRES/DIRECTO Howard Kennedy

SEC/TREAS/DI Ronald L Rickman

Officer compensation and complete director data available with membership.

Top Grant Purposes

SCHOLARSHIPS

$25,106 9 grants

OPERATIONS

$15,795 55 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
2025	$-78K	$12K	$500K
2024	$-37K	$16K	$591K
2023	$-84K	$26K	$644K
2022	$-50K	$30K	$754K
2021	$-7K	$17K	$833K

Between 2021 and 2025, reported annual revenue moved from $-7K to $-78K, with total assets most recently reported at $500K.

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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