Grants paid by Lee Endowment Foundation C/O First Citizens Trust Co Na
EIN 42-1074052 · Mason City, IA · Form 990-PF, Part XV
Lee Endowment Foundation C/O First Citizens Trust Co Na of Mason City, IA (EIN 42-1074052) reported 99 grants paid totaling $149,550 to 27 recipients in tax years 2018–2025, on Form 990-PF, Part XV. Derived from IRS e-file data, dataset version 2026.09.0, built 2026-09-03.
Grants paid
$149,550
99 grants
Recipients
27
distinct organizations
Tax years
2018–2025
8 filings in the corpus
By tax year
| Tax year | Grants paid | Amount paid | Approved for future |
|---|---|---|---|
| 2018 | 14 | $29,642 | — |
| 2019 | 14 | $30,485 | — |
| 2020 | 14 | $25,318 | — |
| 2021 | 13 | $9,441 | — |
| 2022 | 12 | $22,157 | — |
| 2023 | 11 | $18,752 | — |
| 2024 | 11 | $8,433 | — |
| 2025 | 10 | $5,322 | — |
Top recipients
The 27 recipients receiving the most from Lee Endowment Foundation C/O First Citizens Trust Co Na, by grants paid, out of 27 distinct recipients.
| Recipient | Match | Location | Grants | Total paid | Latest year |
|---|---|---|---|---|---|
| North Iowa Area Community College 23-7023677 | C | Mason City, IA | 5 | $23,000 | 2022 |
| Niacc Foundation | U | Mason City, IA | 8 | $20,440 | 2025 |
| Francis Lauer Youth Services | U | Mason City, IA | 6 | $18,758 | 2023 |
| Charlie Brown Preschool & Child Care | U | Mason City, IA | 3 | $10,500 | 2023 |
| Mason City Parks & Rec Dept | U | Mason City, IA | 7 | $10,180 | 2024 |
| One Vision 42-0953968 | B | Clear Lake, IA | 5 | $9,500 | 2023 |
| North Iowa Band Festival 42-1446860 | C | Mason City, IA | 2 | $7,320 | 2022 |
| Mason City YMCA | U | Mason City, IA | 2 | $5,000 | 2024 |
| Clear Lake Arts Center | U | Clear Lake, IA | 1 | $5,000 | 2019 |
| Mason City Public Library 42-1263454 | C | Mason City, IA | 1 | $5,000 | 2019 |
| Yss of North Iowa | U | Mason City, IA | 2 | $4,837 | 2025 |
| Mason City Youth Baseball Association | U | Mason City, IA | 1 | $3,505 | 2019 |
| Stebens Childrens Theatre 42-1272073 | B | Mason City, IA | 2 | $3,231 | 2025 |
| Girl Scouts of Greater Iowa 42-0698218 | C | Mason City, IA | 1 | $3,000 | 2023 |
| Instrumental Music Boosters | U | Mason City, IA | 1 | $3,000 | 2018 |
| Elderbridge Agency On Aging 42-1155559 | B | Mason City, IA | 1 | $2,500 | 2020 |
| North Iowa Transition Center | U | Mason City, IA | 1 | $2,156 | 2020 |
| Winnebago Boy Scout Council | U | Waterloo, IA | 8 | $2,120 | 2025 |
| First Presbyterian Church | U | Mason City, IA | 8 | $2,119 | 2025 |
| Simpson College | U | Indianola, IA | 8 | $2,119 | 2025 |
| St Andrews Presbyterian Church 86-6052275 | B | Tucson, AZ | 8 | $2,119 | 2025 |
| United Way of North Central Iowa 42-0680431 | B | Mason City, IA | 8 | $1,199 | 2025 |
| Mason City Foundation Music Man Square | U | Mason City, IA | 1 | $1,000 | 2021 |
| Globe Gazette Christmas Cheer Fund | U | Mason City, IA | 5 | $811 | 2022 |
| Central Gardens of North Iowa 27-0011922 | B | Clear Lake, IA | 1 | $621 | 2021 |
| Mason City Parks & Rec de | U | Mason City, IA | 1 | $413 | 2025 |
| Christmas Cheer Fund 42-1131702 | C | Mason City, IA | 2 | $102 | 2025 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Every grant
All 99 grant rows this organization reported, most recent first.
| Tax year | Recipient | Match | Amount | Type | Purpose | Source filing |
|---|---|---|---|---|---|---|
| 2025 | Yss of North Iowa Mason City, IA | U | $2,000 | paid | 24/7 PROGRAMS' GENERAL NEEDS | 202641359349102049 |
| 2025 | Niacc Foundation Mason City, IA | U | $1,266 | paid | SCHOLARSHIPS | 202641359349102049 |
| 2025 | Stebens Childrens Theatre Mason City, IA | B | $1,231 | paid | LIGHTING SYSTEM UPGRADE | 202641359349102049 |
| 2025 | Mason City Parks & Rec de Mason City, IA | U | $413 | paid | RAY RORICK PARK SUPPORT | 202641359349102049 |
| 2025 | Simpson College Indianola, IA | U | $83 | paid | OPERATIONS | 202641359349102049 |
| 2025 | St Andrews Presbyterian Church Tucson, AZ | B | $83 | paid | OPERATIONS | 202641359349102049 |
| 2025 | Winnebago Boy Scout Council Waterloo, IA | U | $83 | paid | OPERATIONS | 202641359349102049 |
| 2025 | First Presbyterian Church Mason City, IA | U | $83 | paid | OPERATIONS | 202641359349102049 |
| 2025 | Christmas Cheer Fund Mason City, IA | C | $40 | paid | OPERATIONS | 202641359349102049 |
| 2025 | United Way of North Central Iowa Mason City, IA | B | $40 | paid | OPERATIONS | 202641359349102049 |
| 2024 | Yss of North Iowa Mason City, IA | U | $2,837 | paid | CWES SHELTER & CRISIS STABILIZATION PROGRAMS | 202511139349100806 |
| 2024 | Stebens Childrens Theatre Mason City, IA | B | $2,000 | paid | MAKING SPACE FOR LEARNING PROJECT | 202511139349100806 |
| 2024 | Mason City YMCA Mason City, IA | U | $2,000 | paid | SUSTAINABILITY PROJECT | 202511139349100806 |
| 2024 | Mason City Parks & Rec Dept Mason City, IA | U | $624 | paid | RICK RORICK PARK SUPPORT | 202511139349100806 |
| 2024 | Niacc Foundation Mason City, IA | U | $348 | paid | SCHOLARSHIPS | 202511139349100806 |
| 2024 | St Andrews Presbyterian Church Tucson, AZ | B | $125 | paid | OPERATIONS | 202511139349100806 |
| 2024 | First Presbyterian Church Mason City, IA | U | $125 | paid | OPERATIONS | 202511139349100806 |
| 2024 | Winnebago Boy Scout Council Waterloo, IA | U | $125 | paid | OPERATIONS | 202511139349100806 |
| 2024 | Simpson College Indianola, IA | U | $125 | paid | OPERATIONS | 202511139349100806 |
| 2024 | United Way of North Central Iowa Mason City, IA | B | $62 | paid | OPERATIONS | 202511139349100806 |
| 2024 | Christmas Cheer Fund Mason City, IA | C | $62 | paid | OPERATIONS | 202511139349100806 |
| 2023 | Francis Lauer Youth Services Mason City, IA | U | $5,000 | paid | YSS STABILIZATION PROGRAMS | 202431309349101038 |
| 2023 | Girl Scouts of Greater Iowa Mason City, IA | C | $3,000 | paid | CHALLENGE COURSE | 202431309349101038 |
| 2023 | Charlie Brown Preschool & Child Care Mason City, IA | U | $3,000 | paid | BABY CLASSROOM IMPROVEMENT | 202431309349101038 |
| 2023 | One Vision Clear Lake, IA | B | $2,658 | paid | WELLNESS CENTER | 202431309349101038 |
| 2023 | Niacc Foundation Mason City, IA | U | $2,244 | paid | SCHOLARSHIPS | 202431309349101038 |
| 2023 | Mason City Parks & Rec Dept Mason City, IA | U | $1,425 | paid | OPERATIONS | 202431309349101038 |
| 2023 | Simpson College Indianola, IA | U | $285 | paid | OPERATIONS | 202431309349101038 |
| 2023 | First Presbyterian Church Mason City, IA | U | $285 | paid | OPERATIONS | 202431309349101038 |
| 2023 | United Way of North Central Iowa Mason City, IA | B | $285 | paid | OPERATIONS | 202431309349101038 |
| 2023 | Winnebago Boy Scout Council Waterloo, IA | U | $285 | paid | OPERATIONS | 202431309349101038 |
| 2023 | St Andrews Presbyterian Church Tucson, AZ | B | $285 | paid | OPERATIONS | 202431309349101038 |
| 2022 | North Iowa Area Community College Mason City, IA | C | $7,000 | paid | PERFORMING ARTS & LEADERSHIP SERIES | 202311309349103966 |
| 2022 | Niacc Foundation Mason City, IA | U | $3,594 | paid | SCHOLARSHIPS | 202311309349103966 |
| 2022 | North Iowa Band Festival Mason City, IA | C | $3,000 | paid | TRAVEL STIPENDS | 202311309349103966 |
| 2022 | Francis Lauer Youth Services Mason City, IA | U | $3,000 | paid | YSS RAPID REHOUSING | 202311309349103966 |
| 2022 | One Vision Clear Lake, IA | B | $2,342 | paid | WELLNESS CENTER | 202311309349103966 |
| 2022 | Mason City Parks & Rec Dept Mason City, IA | U | $1,611 | paid | OPERATIONS | 202311309349103966 |
| 2022 | Simpson College Indianola, IA | U | $322 | paid | OPERATIONS | 202311309349103966 |
| 2022 | Winnebago Boy Scout Council Waterloo, IA | U | $322 | paid | OPERATIONS | 202311309349103966 |
| 2022 | First Presbyterian Church Mason City, IA | U | $322 | paid | OPERATIONS | 202311309349103966 |
| 2022 | St Andrews Presbyterian Church Tucson, AZ | B | $322 | paid | OPERATIONS | 202311309349103966 |
| 2022 | Globe Gazette Christmas Cheer Fund Mason City, IA | U | $161 | paid | OPERATIONS | 202311309349103966 |
| 2022 | United Way of North Central Iowa Mason City, IA | B | $161 | paid | OPERATIONS | 202311309349103966 |
| 2021 | North Iowa Area Community College Mason City, IA | C | $2,000 | paid | PERFORMING ARTS & LEADERSHIP SERIES | 202201329349103930 |
| 2021 | Francis Lauer Youth Services Mason City, IA | U | $1,750 | paid | YOUTH EMERGENCY SHELTER | 202201329349103930 |
| 2021 | One Vision Clear Lake, IA | B | $1,500 | paid | WELLNESS CENTER | 202201329349103930 |
| 2021 | Mason City Foundation Music Man Square Mason City, IA | U | $1,000 | paid | UPDATE PHONE SYSTEM | 202201329349103930 |
| 2021 | Mason City Parks & Rec Dept Mason City, IA | U | $900 | paid | RAY RORICK PARK DEVELOPMENT | 202201329349103930 |
| 2021 | Niacc Foundation Mason City, IA | U | $770 | paid | SCHOLARSHIPS | 202201329349103930 |
| 2021 | Central Gardens of North Iowa Clear Lake, IA | B | $621 | paid | PROGRAMS FOR YOUTH | 202201329349103930 |
| 2021 | First Presbyterian Church Mason City, IA | U | $180 | paid | OPERATIONS | 202201329349103930 |
| 2021 | St Andrews Presbyterian Church Tucson, AZ | B | $180 | paid | OPERATIONS | 202201329349103930 |
| 2021 | Winnebago Boy Scout Council Waterloo, IA | U | $180 | paid | OPERATIONS | 202201329349103930 |
| 2021 | Simpson College Indianola, IA | U | $180 | paid | OPERATIONS | 202201329349103930 |
| 2021 | Globe Gazette Christmas Cheer Fund Mason City, IA | U | $90 | paid | OPERATIONS | 202201329349103930 |
| 2021 | United Way of North Central Iowa Mason City, IA | B | $90 | paid | OPERATIONS | 202201329349103930 |
| 2020 | Francis Lauer Youth Services Mason City, IA | U | $4,000 | paid | YOUTH EMERGENCY SHELTER | 202111349349101306 |
| 2020 | North Iowa Area Community College Mason City, IA | C | $4,000 | paid | PERFORMING ARTS & LEADERSHIP SERIES | 202111349349101306 |
| 2020 | Niacc Foundation Mason City, IA | U | $3,775 | paid | SCHOLARSHIPS | 202111349349101306 |
| 2020 | Charlie Brown Preschool & Child Care Mason City, IA | U | $3,500 | paid | PLAYGROUND IMPROVEMENTS | 202111349349101306 |
| 2020 | Elderbridge Agency On Aging Mason City, IA | B | $2,500 | paid | MATERIAL AID | 202111349349101306 |
| 2020 | North Iowa Transition Center Mason City, IA | U | $2,156 | paid | RESIDENTIAL CARE FACILITY CONTINUITY OF CARE | 202111349349101306 |
| 2020 | One Vision Clear Lake, IA | B | $2,000 | paid | WELLNESS CENTER | 202111349349101306 |
| 2020 | Mason City Parks & Rec Dept Mason City, IA | U | $1,694 | paid | RAY RORICK PARK DEVELOPMENT | 202111349349101306 |
| 2020 | St Andrews Presbyterian Church Tucson, AZ | B | $339 | paid | OPERATIONS | 202111349349101306 |
| 2020 | Simpson College Indianola, IA | U | $339 | paid | OPERATIONS | 202111349349101306 |
| 2020 | Winnebago Boy Scout Council Waterloo, IA | U | $339 | paid | OPERATIONS | 202111349349101306 |
| 2020 | First Presbyterian Church Mason City, IA | U | $339 | paid | OPERATIONS | 202111349349101306 |
| 2020 | United Way of North Central Iowa Mason City, IA | B | $169 | paid | OPERATIONS | 202111349349101306 |
| 2020 | Globe Gazette Christmas Cheer Fund Mason City, IA | U | $168 | paid | OPERATIONS | 202111349349101306 |
| 2019 | Clear Lake Arts Center Clear Lake, IA | U | $5,000 | paid | CREATIVE KIDS AFTER SCHOOL PROGRAM | 202001499349100605 |
| 2019 | North Iowa Area Community College Mason City, IA | C | $5,000 | paid | PERFORMING ARTS SERIES | 202001499349100605 |
| 2019 | Mason City Public Library Mason City, IA | C | $5,000 | paid | POP UP LIBRARY BOOKMOBILE | 202001499349100605 |
| 2019 | Niacc Foundation Mason City, IA | U | $4,492 | paid | SCHOLARSHIPS | 202001499349100605 |
| 2019 | Mason City Youth Baseball Association Mason City, IA | U | $3,505 | paid | MCYBA YOUTH CATCHERS EQUIPMENT | 202001499349100605 |
| 2019 | Francis Lauer Youth Services Mason City, IA | U | $2,940 | paid | YOUTH EMERGENCY SHELTER | 202001499349100605 |
| 2019 | Mason City Parks & Rec Dept Mason City, IA | U | $1,774 | paid | RAY RORICK PARK DEVELOPMENT | 202001499349100605 |
| 2019 | One Vision Clear Lake, IA | B | $1,000 | paid | THERAPEUTIC OUTDOOR CENTER | 202001499349100605 |
| 2019 | St Andrews Presbyterian Church Tucson, AZ | B | $355 | paid | OPERATIONS | 202001499349100605 |
| 2019 | Winnebago Boy Scout Council Waterloo, IA | U | $355 | paid | OPERATIONS | 202001499349100605 |
| 2019 | Simpson College Indianola, IA | U | $355 | paid | OPERATIONS | 202001499349100605 |
| 2019 | First Presbyterian Church Mason City, IA | U | $355 | paid | OPERATIONS | 202001499349100605 |
| 2019 | Globe Gazette Christmas Cheer Fund Mason City, IA | U | $177 | paid | OPERATIONS | 202001499349100605 |
| 2019 | United Way of North Central Iowa Mason City, IA | B | $177 | paid | OPERATIONS | 202001499349100605 |
| 2018 | North Iowa Area Community College Mason City, IA | C | $5,000 | paid | PERFORMING ARTS SERIES | 201941429349100509 |
| 2018 | North Iowa Band Festival Mason City, IA | C | $4,320 | paid | PODIUMS | 201941429349100509 |
| 2018 | Charlie Brown Preschool & Child Care Mason City, IA | U | $4,000 | paid | PROGRAM SUPPLIES/EQUIPMENT | 201941429349100509 |
| 2018 | Niacc Foundation Mason City, IA | U | $3,951 | paid | SCHOLARSHIPS | 201941429349100509 |
| 2018 | Mason City YMCA Mason City, IA | U | $3,000 | paid | MILITARY/VETERANS MEMBERSHIPS | 201941429349100509 |
| 2018 | Instrumental Music Boosters Mason City, IA | U | $3,000 | paid | NEW INSTRUMENT FUND | 201941429349100509 |
| 2018 | Mason City Parks & Rec Dept Mason City, IA | U | $2,152 | paid | RAY RORICK PARK DEVELOPMENT | 201941429349100509 |
| 2018 | Francis Lauer Youth Services Mason City, IA | U | $2,068 | paid | TABLES FOR TRAINING | 201941429349100509 |
| 2018 | Winnebago Boy Scout Council Waterloo, IA | U | $431 | paid | OPERATIONS | 201941429349100509 |
| 2018 | Simpson College Indianola, IA | U | $430 | paid | OPERATIONS | 201941429349100509 |
| 2018 | St Andrews Presbyterian Church Tucson, AZ | B | $430 | paid | OPERATIONS | 201941429349100509 |
| 2018 | First Presbyterian Church Mason City, IA | U | $430 | paid | OPERATIONS | 201941429349100509 |
| 2018 | Globe Gazette Christmas Cheer Fund Mason City, IA | U | $215 | paid | OPERATIONS | 201941429349100509 |
| 2018 | United Way of North Central Iowa Mason City, IA | B | $215 | paid | OPERATIONS | 201941429349100509 |
Match tier: A Reported EIN · B Exact name and place · C Strong name match · D Probable name match · U Unresolved. Tiers C and D are inferred, not reported; see how matching works.
Recipient matching for this dataset version has not yet completed its independent precision check. Tier A rows carry the EIN the filer reported; tiers B–D are the matcher's inference and should be read as leads until the check is published on the methodology page.
Source filings
Every figure above is traceable to one of these IRS e-file returns by its OBJECT_ID.
| Form | Tax year | Period end | Filed | Schema | IRS OBJECT_ID |
|---|---|---|---|---|---|
| 990PF | 2025 | 2025-12-31 | not stated | 2025v4.0 | 202641359349102049 |
| 990PF | 2024 | 2024-12-31 | not stated | 2024v5.1 | 202511139349100806 |
| 990PF | 2023 | 2023-12-31 | not stated | 2023v5.0 | 202431309349101038 |
| 990PF | 2022 | 2022-12-31 | not stated | 2022v5.0 | 202311309349103966 |
| 990PF | 2021 | 2021-12-31 | not stated | 2021v4.2 | 202201329349103930 |
| 990PF | 2020 | 2020-12-31 | not stated | 2020v4.1 | 202111349349101306 |
| 990PF | 2019 | 2019-12-31 | not stated | 2019v5.1 | 202001499349100605 |
| 990PF | 2018 | 2018-12-31 | not stated | 2018v3.1 | 201941429349100509 |
Derived from IRS Form 990-PF e-file XML; recipient identities from the IRS Exempt Organizations Business Master File. Dataset version 2026.09.0, built 2026-09-03. The same rows as Parquet: manifest; as JSON: /api/funders/421074052.json.
The same organization elsewhere in the program: exempt status and filing health · federal awards · grant guidance · open opportunities.
This is informational only, derived from public data on the dates shown. It is not an eligibility determination, and not legal, tax, or accounting advice. Verify against the official source before relying on it.