Lee Health System Inc
Fort Myers, FL · EIN 99-2646504. Reported 21 grants totalling $5,615,826 to 21 organizations across tax years 2024, on Form 990 Schedule I.
Does this grantmaker accept applications?
Its tax return does not say, and we will not guess. Private foundations file Form 990-PF, which asks outright whether they fund only organizations they select themselves -- 78% say yes, and that one answer is what lets the rest of this site tell you which foundations are worth approaching. Grantmaking charities like this one file a regular Form 990 instead, and the IRS never puts the question to them. Anyone claiming to know the answer from the filing is inventing it.
Three things in the filing do bear on it:
- What kind of organization it is. For Lee Health System Inc, the IRS classifies it under health care rather than as a grantmaker (NTEE E21) -- it is an operating charity that also makes grants.
- How spread out its giving is. 21 distinct organizations, with 78% of the dollars going to the largest single recipient. That is extreme concentration. A grantmaker sending three quarters of its money to one organization is in practice a support fund for that organization, whatever its classification says, and an unsolicited request is very unlikely to go anywhere.
How big are its grants?
The median reported grant is $20,000. Half of what it reported fell between $10,000 and $100,000; the smallest was $6,000 and the largest $4,366,204. If you are asking for materially more than the top of that range, you are asking the wrong organization.
Every organization it funded
This is the complete list from its filings, largest first. Recipients are grouped by the EIN the filer reported, not by name, so an organization that was typed differently in two years appears once rather than twice.
| Organization | Location | Total received | Grants | Years funded | Last |
|---|---|---|---|---|---|
| Lee Memorial Health System Foundation Inc | Fort Myers, FL | $4,366,204 | 1 | 1 | 2024 |
| Southwest Florida Community Foundation Inc | Fort Myers, FL | $447,785 | 1 | 1 | 2024 |
| Hope Hospice and Community Services Inc | Temple Terr, FL | $159,887 | 1 | 1 | 2024 |
| United Way of Lee County Inc | Fort Myers, FL | $145,000 | 1 | 1 | 2024 |
| American Heart Association Inc | Dallas, TX | $140,000 | 1 | 1 | 2024 |
| Premier Mobile Health Services Corporation | Fort Myers, FL | $100,000 | 1 | 1 | 2024 |
| Bold Foundation Inc | Denver, CO | $47,000 | 1 | 1 | 2024 |
| Searching for Solutions Institute Inc | Fort Myers, FL | $34,650 | 1 | 1 | 2024 |
| The Foundation for Lee County Public Schools Inc | Fort Myers, FL | $30,000 | 1 | 1 | 2024 |
| Ronald Mcdonald House Southwest Florida Inc | Fort Myers, FL | $23,000 | 1 | 1 | 2024 |
| Cancer Alliance Network Inc | Bonita Spgs, FL | $20,000 | 1 | 1 | 2024 |
| Boys & Girls Clubs of Lee County Inc | Fort Myers, FL | $13,550 | 1 | 1 | 2024 |
| American Cancer Society Inc | Atlanta, GA | $12,000 | 1 | 1 | 2024 |
| Properties With Purpose Inc | Los Angeles, CA | $12,000 | 1 | 1 | 2024 |
| Bonita Bay Club Inc | Bonita Spgs, FL | $10,000 | 1 | 1 | 2024 |
| Intersport Inc | Chicago, IL | $10,000 | 1 | 1 | 2024 |
| March of Dimes Inc | Arlington, VA | $10,000 | 1 | 1 | 2024 |
| Valeries House Inc | Fort Myers, FL | $10,000 | 1 | 1 | 2024 |
| Visuality Inc | Fort Myers, FL | $10,000 | 1 | 1 | 2024 |
| Wasserman Events | Los Angeles, CA | $8,750 | 1 | 1 | 2024 |
| Make a Wish Foundation of Southern Florida Inc | Miami, FL | $6,000 | 1 | 1 | 2024 |
What the money was for
Taken verbatim from the purpose column of its filings, largest first. This is the closest thing to a statement of what it funds, in its own words.
- Lee Memorial Health System Foundation Inc
REIMBURSE OPERATIONAL EXPENSES - Collaboratory
(3) 4-YEAR RENEWABLE $20K SCHOLARSHIP REWARDS - Hope Hospice and Community Services Inc
UNRESTRICTED GIFT/DONATION - United Way of Lee Hendry and Glades
LEE HEALTH EAP, HURRICANE HELENE RELIEF - American Heart Assn
HEALTHCARE RELATED & COMMUNITY SUPPORT - Premier Mobile Health Services
MOBILE UNIT ACTIVITIES- SEP & OCT 2024
What kind of organizations it funds
By the activity category the IRS assigns each recipient, for the 16 of 21 recipients we could match to a registered organization. The categories are the IRS's, not ours -- Schedule I reports the recipient's EIN, so this is a lookup rather than a name match.
Where its money goes
96% of its giving went to organizations in Florida. Community foundations and federated funds are usually the most geographically bounded funders there are -- being outside the footprint is normally disqualifying in a way that a weak programme fit is not.
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Funders that support the same organizations
These grantmakers and private foundations gave to organizations this one also funded. Shared grantees are a sign of overlapping priorities and nothing more: they do not show that any of these funders would consider a new organization. Each page says what its filings show.
How to approach this grantmaker
- Look for a published programme first. Unlike most private foundations, organizations of this kind often do run open, deadlined grant cycles with written guidelines. Its own website is the authority on that; this page is the authority on who it has actually paid.
- Check you are its size. The median reported grant is $20,000 -- and because grants under $5,000 need not be reported, it very likely writes smaller cheques than this page can see.
- Check you are in its geography. Its giving concentrates in Florida.
- Read the recipient list for organizations like yours. If nothing on it resembles your work, that is a real answer and a cheap one to get.
Related guides
Where these numbers come from
Everything above is taken from Lee Health System Inc's own Form 990 Schedule I filings, which the IRS publishes in bulk. We used 1 return. Grant figures are from its returns. Recipient classifications, the concentration and retention figures and the funders that support the same organizations are our own calculations from them, described in how we build this.
On its most recent return it told the IRS it made grants to 18 section 501(c)(3) organizations and 3 other organizations. That is the filer's own count for one year; the totals above cover every year we hold.
Address of record on the latest return: 4211 Metro Parkway 3RD Floor, Fort Myers, FL, 33916.
EIN 99-2646504 · See the original filings on ProPublica · How we build this
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