The Roger and Clarissa Lee Family Foundation concentrates almost all of its giving on education, making very large, multi‑million dollar gifts to elite secondary and higher education institutions and to a family gift/donor-advised vehicle. Grants appear targeted to endowment, capital, or unrestricted education support rather than a broad mix of social causes. The foundation gives few but substantial awards, suggesting a strategy of transformational investments in a small number of beneficiaries.
Highly concentrated: very few grants (three) that are large in size, focused on education and legacy/donor-advised structures rather than many small grants or diverse sectors.
The Roger and Clarissa Lee Family Foundation C/o Battery Global Advisors makes unusually large education grants, including a $5,168,000 award to The Taft School and a $3,520,000 grant to Yale. Those two gifts, both in 2024, show a pattern of concentrated support for elite secondary and higher education institutions rather than a broad spread across many causes. The foundation also gave $3,300,000 to Lee Family Gift Fund in 2025, underscoring that some of its largest commitments move through a family gift vehicle as well as directly to schools and related entities. Across the recent grants list, the foundation’s giving is defined by high-dollar awards and an education-only profile. The grants are often labeled for education funding or education fund purposes, and the beneficiaries include boarding schools, major universities, and school-based or education-adjacent organizations. Smaller grants in the same portfolio still sit at meaningful levels, such as five-figure awards to Holderness School, Riekes Center, and other education-related recipients. Taken together, the pattern points to a funder that concentrates substantial resources in a small set of institutions and vehicles tied to education.
In boarding-school and secondary education support, the foundation gave $5,168,000 to The Taft School for education funding, then followed with additional grants of $241,000 and $25,000 to the same school. That repeated support suggests sustained attention to a single institution rather than one-off backing. Higher education is another clear focus. Yale received $3,520,000 in 2024, plus later grants of $50,000 and $25,000 in 2025, all labeled education funding. The foundation also made a $50,000 grant to Morys Preservation Inc in New Haven, linking part of its support to Yale’s local ecosystem. The portfolio also includes education-related organizations outside traditional schools. Schools Mentoring and Resource Team received $150,000, while Peninsula Bridge was awarded $25,000. These grants show that the foundation’s education focus extends to mentoring and access-oriented organizations as well as institutions.
$315K
$10.8M
$1.1M
$433K
Most grants fall between $50K and $241K, with a median of $50K.
25th Percentile
$50K
Median
$50K
75th Percentile
$241K
About 0% of grants go to recipients in CA.
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Notable grantees: The Taft School, Yale University, Lee Family Gift Fund
The typical grant size is $50,000 at the 25th percentile, median, and repeated midrange level, while the 75th percentile rises to $241,000. That distribution sits alongside a few very large awards, indicating a pattern of concentrated giving with many grants clustered at a standard amount and a smaller number of outsized commitments. The recent record also shows repeated support to the same recipients across multiple years, including The Taft School, Yale, Holderness School, and Riekes Center. The foundation is a family foundation working through Battery Global Advisors, and it does not fund individuals or make program-related investments.
The foundation’s grants land entirely in the United States, with DC as the top state by grant count among recipients. Recent awards reach recipients in Watertown, CT; New Haven, CT; Holderness, NH; Menlo Park, CA; San Francisco, CA; Purchase, NY; Los Gatos, CA; San Mateo, CA; and Atherton, CA. While the headquarters is in Boston, its giving pattern is centered elsewhere, especially around Connecticut and the District of Columbia.
Its recent grants go almost entirely to education recipients: independent schools, major universities, a family gift fund, and education-related organizations such as mentoring and resource groups. The largest awards in the record went to The Taft School and Yale, both for education funding.
The typical grant size is $50,000 at both the 25th percentile and the median. The 75th percentile rises to $241,000, showing that many grants cluster at $50,000 while a smaller number are much larger.
No. The recipient country distribution shows 21 grants, or 100.0%, to US recipients.
Yes. Several recipients receive repeated support across 2024 and 2025, including The Taft School, Yale, Holderness School, and Riekes Center. That suggests a pattern of ongoing relationships rather than isolated one-time gifts.
DC is the top state by grant count among recipients. The recent list also includes multiple recipients in Connecticut, California, New Hampshire, and New York, with cities such as New Haven, Watertown, Menlo Park, San Francisco, and Purchase appearing more than once.
2025
Source: IRS Form 990-PF, fiscal year 2025.
Most recent grants reported to the IRS.
| Recipient | Location | Amount | Year | Purpose |
|---|---|---|---|---|
| LEE FAMILY GIFT FUND | CINCINNATI, OH | $3,300,000 | 2025 | EDUCATION FUND |
| THE TAFT SCHOOL | WATERTOWN, CT | $241,000 | 2025 | EDUCATION FUNDING |
| HOLDERNESS SCHOOL | HOLDERNESS, NH | $100,000 | 2025 | EDUCATION FUNDING |
| RIEKES CENTER | MENLO PARK, CA | $75,000 | 2025 | EDUCATION FUNDING |
| HOLDERNESS SCHOOL | HOLDERNESS, NH | $50,000 | 2025 | EDUCATION FUNDING |
| YALE | NEW HAVEN, CT | $50,000 | 2025 | EDUCATION FUNDING |
| MORYS PRESERVATION INC | NEW HAVEN, CT | $50,000 | 2025 | EDUCATION FUNDING |
| CANCER SUPPORT TEAM | PURCHASE, NY | $45,000 | 2025 | EDUCATION FUNDING |
| ENNEAGRAM PRISON PROJECT | LOS GATOS, CA | $30,000 | 2025 | EDUCATION FUNDING |
| YALE | NEW HAVEN, CT | $25,000 | 2025 | EDUCATION FUNDING |
| THE TAFT SCHOOL | WATERTOWN, CT | $25,000 | 2025 | EDUCATION FUNDING |
| REPRODUCTIVE FREEDOM FOR ALL | WASHINGTON, DC | $25,000 | 2025 | EDUCATION FUNDING |
| REPRODUCTIVE FREEDOM FOR ALL | WASHINGTON, DC | $25,000 | 2025 | EDUCATION FUNDING |
| PENINSULA BRIDGE | SAN MATEO, CA | $25,000 | 2025 | EDUCATION FUNDING |
| MENLO ANTHERON HIGH SCHOOL | MENLO PARK, CA | $10,000 | 2025 | EDUCATION FUNDING |
| ONE COMMUNITY CAMPAIGN | ATHERTON, CA | $8,000 | 2025 | EDUCATION FUNDING |
| THE TAFT SCHOOL | WATERTOWN, CT | $5,168,000 | 2024 | EDUCATION FUNDING |
| YALE | NEW HAVEN, CT | $3,520,000 | 2024 | EDUCATION FUNDING |
| SCHOOLS MENTORING AND RESOURCE TEAM | SAN FRANCISCO, CA | $150,000 | 2024 | EDUCATION FUNDING |
| HOLDERNESS SCHOOL | HOLDERNESS, NH | $50,000 | 2024 | EDUCATION FUNDING |
| RIEKES CENTER | MENLO PARK, CA | $50,000 | 2024 | EDUCATION FUNDING |
LEE FAMILY GIFT FUND
$3,300,000EDUCATION FUND
HOLDERNESS SCHOOL
$100,000EDUCATION FUNDING
HOLDERNESS SCHOOL
$50,000EDUCATION FUNDING
YALE
$50,000EDUCATION FUNDING
YALE
$25,000EDUCATION FUNDING
REPRODUCTIVE FREEDOM FOR ALL
$25,000EDUCATION FUNDING
REPRODUCTIVE FREEDOM FOR ALL
$25,000EDUCATION FUNDING
PENINSULA BRIDGE
$25,000EDUCATION FUNDING
MENLO ANTHERON HIGH SCHOOL
$10,000EDUCATION FUNDING
ONE COMMUNITY CAMPAIGN
$8,000EDUCATION FUNDING
YALE
$3,520,000EDUCATION FUNDING
HOLDERNESS SCHOOL
$50,000EDUCATION FUNDING