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Form 990-PFTax year 2025EIN 42-1074052

Lee Endowment Foundation

A private foundation in Mason City, IA. Its return for tax year 2025 lists 10 grants and $5,322 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests. It still lists the details below.

Contact
Janet Johnson Publisher Globe Gaze
P O Box 271
Mason City, IA 50402
(641) 421-0507
Form and materials
For charitable grants, information must be provided in the manner prescribed by the charitable fund board of directors.
Deadlines
None
Restrictions
Grants are available to north central iowa charitable scientific, literary, educational or municipal corporations, organizations and associations at the discretion of the board of directors.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $5,322

    Grants listed
    10
    Assets, end of year
    $500,405

  • Tax year 2024

    $8,433

    Grants listed
    11
    Assets, end of year
    $591,065

  • Tax year 2023

    $18,752

    Grants listed
    11
    Assets, end of year
    $643,852

  • Tax year 2022

    $22,157

    Grants listed
    12
    Assets, end of year
    $753,858

  • Tax year 2021

    $9,441

    Grants listed
    13
    Assets, end of year
    $833,255

  • Tax year 2020

    $25,318

    Grants listed
    14
    Assets, end of year
    $856,924

  • Tax year 2019

    $30,485

    Grants listed
    14
    Assets, end of year
    $970,947

  • Tax year 2018

    $29,642

    Grants listed
    14
    Assets, end of year
    $1,066,326

Grants paid in 2025

10 grants, largest first

As listed on the return.

  1. Yss of North IowaMason City, IA

    24/7 programs' general needs

    $2,000
  2. Niacc FoundationMason City, IA

    Scholarships

    $1,266
  3. Stebens Childrens TheatreMason City, IA

    Lighting system upgrade

    $1,231
  4. Mason City Parks & Rec deMason City, IA

    Ray rorick park support

    $413
  5. First Presbyterian ChurchMason City, IA

    Operations

    $83
  6. Simpson CollegeIndianola, IA

    Operations

    $83
  7. Winnebago Boy Scout CouncilWaterloo, IA

    Operations

    $83
  8. St Andrews Presbyterian ChurchTucson, AZ

    Operations

    $83
  9. United Way of North Central IowaMason City, IA

    Operations

    $40
  10. Christmas Cheer FundMason City, IA

    Operations

    $40

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education1 grant $8351% of the total
  2. Human services1 grant $4025% of the total
  3. Philanthropy and grantmaking1 grant $4025% of the total

By State

Grants to organizations with a US address, latest year.

  1. Iowa9 grants $5,239
  2. Arizona1 grant $83

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Ronald L RickmanSEC/TREAS/DI Hours 1Pay $0
  • Howard KennedyPRES/DIRECTO Hours 1Pay $0
  • CD Waterman Lane Waterman LLPASST SECRETA Hours 1Pay $0

The return

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