Private foundation
RICHARD D LEE AND VERA M LEE FOUNDATION INC
ST PETERSBURG, FLEIN
Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
Private foundation
ST PETERSBURG, FLEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $171,136 | $295,888 | $117,000 | $2,996,768 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 5% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Wounded Warrior ProjectTopeka, KS | Veteran Services | $27,500 | 2021 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sherwin Management Corporation | Foundation Mgr | 10.00 | $84,000 |
| Gerald Sherwin | Pres Director | 5.00 | $0 |
| Pamela Sherwin | VP Director | 1.00 | $0 |
| Austin Bradshaw | Director |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $2,996,768 |
| FY2023 | 990-PF | $346,645 | $342,615 | $187,000 | $2,763,590 | $2,763,590 |
| FY2022 | 990-PF | $84,065 | $511,948 | $315,000 | $2,759,560 | $2,759,560 |
| FY2021 | 990-PF | $454,509 | $504,707 | $296,500 | $3,187,443 | $3,187,443 |
| FY2020 | 990-PF | $234,182 | $283,680 | $155,390 | $3,237,641 | $3,237,641 |
| Veteran Services |
| $25,000 |
| 2021 |
| Shriner's Hospitals for ChildrenTampa, FL | Childrens Med Svcs | $25,000 | 2022 |
| Habitat for HumanityRome, GA | Housing Services | $25,000 | 2022 |
| St Jude Childrens HospitalMemphis, TN | Children's Med Svcs | $25,000 | 2021 |
| Shriner's Hospitals for ChildrenTampa, FL | Childrens Med Svcs | $25,000 | 2021 |
| Habitat for HumanityRome, GA | Housing Services | $25,000 | 2020 |
| St Jude Childrens HospitalMemphis, TN | Childrens Med Svcs | $25,000 | 2022 |
| Habitat for HumanityRome, GA | Housing Services | $25,000 | 2021 |
| Make A Wish FoundationTampa, FL | Helping Sick Kids | $20,000 | 2022 |
| Wounded Warrior ProjectTopeka, KS | Veteran Services | $20,000 | 2022 |
| Make A Wish FoundationTampa, FL | Helping Sick Kids | $20,000 | 2021 |
| Consumer Union of the USYonkers, NY | Consumer Education | $20,000 | 2022 |
| Disabled Veterans National FoundatiLanham, MD | Veteran Services | $20,000 | 2022 |
| American Cancer SocietyOklahoma City, OK | Cancer Research | $20,000 | 2022 |
| Consumers Union of the USYonkers, NY | Consumer Education | $20,000 | 2021 |
| Tunnel 2 TowersStaten Island, NY | Veteran Services | $20,000 | 2022 |
| Children's Wish FoundationAtlanta, GA | Helping Sick Kids | $20,000 | 2022 |
| Children's Wish FoundationAtlanta, GA | Helping Sick Kids | $20,000 | 2021 |
| American Cancer SocietyOklahoma City, OK | Cancer Research | $15,000 | 2021 |
| Wounded Warrior ProjectTopeka, KS | Veterans services | $15,000 | 2023 |
| American Cancer SocietyOklahoma City, OK | Cancer research | $15,000 | 2023 |
| Shriners Hospitals for ChildrenTampa, FL | Chidrens medical serivces | $15,000 | 2023 |
| Consumer Union of the USYonkers, NY | Consumer Education | $15,000 | 2020 |
| St Jude Childrens HospitalMemphis, TN | Childrens medical serices | $15,000 | 2023 |
| 2.00 |
| $10,000 |
| Kyle Bradshaw | Director | 2.00 | $10,000 |
| Melissa Bradshaw | Director | 2.00 | $10,000 |
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202521679349100127
Form 990-PF · FY2022 · period ending Dec 31, 2022IRS bulk XML
Filing id 202420329349100427
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202203429349100860
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202203479349100720
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.