Private Foundation

ROGER AND CLARISSA LEE FAMILY FOUNDATION C/O BATTERY GLOBAL ADVISORS

Based in BOSTON, MA, ROGER AND CLARISSA LEE FAMILY FOUNDATION C/O BATTERY GLOBAL ADVISORS operates as a Private Foundation. The organization reported $1.1M in revenue, $433K in expenses, $10.8M in total assets for fiscal year 2025. Imperigo tracks 40 reported grants from this foundation totaling approximately $14.8M.

EIN: 813134806 BOSTON, MA Latest filing: 2025

Total Revenue$1.1M

Total Expenses$433K

Total Assets$10.8M

Grants Given40

Grant Total$14.8M

Filing Years2020–2025

Sample Grants Given

HOLDERNESS SCHOOL

HOLDERNESS, NH · 2024

EDUCATION FUNDING

$100,000

RIEKES CENTER

MENLO PARK, CA · 2024

EDUCATION FUNDING

$75,000

ENNEAGRAM PRISON PROJECT

LOS GATOS, CA · 2024

EDUCATION FUNDING

$30,000

REPRODUCTIVE FREEDOM FOR ALL

WASHINGTON, DC · 2024

EDUCATION FUNDING

$25,000

PENINSULA BRIDGE

SAN MATEO, CA · 2024

EDUCATION FUNDING

$25,000

Showing up to 5 of 40 total records — full history available with membership.

Officers & Directors

SECRETARY & TREASURER Clarissa H Lee

PRESIDENT Roger H Lee

Officer compensation and complete director data available with membership.

Top Grant Purposes

EDUCATION FUNDING

$11,486,365 39 grants

EDUCATION FUND

$3,300,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2025	$1.1M	$433K	$10.8M
2024	$1.9M	$3.9M	$10.3M
2023	$16.1M	$5.9M	$11.8M
2021	$5.8M	$1.0M	$2.7M
2020	$508K	$636K	$808K

Between 2020 and 2025, reported annual revenue grew from $508K to $1.1M (+110%), with total assets most recently reported at $10.8M.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, CT, DC, ME, NH, NY, and 2 other states.

CACTDCMENHNYOHOR

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

See the full picture for ROGER AND CLARISSA LEE FAMILY FOUNDATION C/O BATTERY GLOBAL ADVISORS

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