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PATRICK P LEE FOUNDATION

WILLIAMSVILLE, NY · EIN 453845576 · Form 990PF · FY2024 · NTEE T22 · Philanthropy & Grantmaking · Medium ($1M-$10M)
revenue
$4.5M
expenses
$1.5M
net assets
$44.4M
employees
profile · synthesized from sources

Private foundation based in New York that provides grants to support capital projects, mental health workforce development, and engineering and mental health scholarship programs. Primary grantees include educational institutions, community foundations, and health and human services organizations. Focuses on strategic philanthropy with an emphasis on education, mental health, and community development.

named programs · 3 · from sources

What they call their work

Capital Campaign Support
Provides grants to organizations for facility expansion and infrastructure development
Engineering Scholarship Program
Supports engineering students at Rochester Institute of Technology through endowed scholarships
Mental Health Workforce Initiative
Funds training and internship programs for mental health professionals through grants to universities and service providers
activities · 4 groups

What they do

  • Mental Health Research and Services Funding 2 activities
    • Funding intensive outpatient mental health programs
      Provides grant funding for intensive outpatient mental health programs delivered by service providers.
    • Funding mental health workforce initiatives and development
      Supports mental health workforce capacity and development through grants to service providers, including funding for internships, scholarship programs, and workforce initiatives at organizations such as Compeer Buffalo and Daemen University.
  • Capital Infrastructure Funding 1 activity
    • Funding capital campaigns and projects
      Provides grants to nonprofit organizations, including those in health and human services, to support capital campaigns and capital projects.
  • Community Foundation & United Way Support 1 activity
    • Funding discretionary grants to community foundations
      Provides discretionary grants to community foundations, allowing them flexibility in deploying funds for community benefit.
  • Multi-Institution Scholarship Funding 1 activity
    • Funding engineering scholarship programs
      Provides grant funding for engineering scholarship programs at educational institutions, including Rochester Institute of Technology (RIT).
financials · form 990PF · fy2024
revenue
Total revenue$4.53M
Contributions & grants$800K18%
Program service revenue
Investment income$1.14M25%
Other revenue$1.53M
expenses
Total expenses$1.55M
Program expenses
Admin / overhead
Fundraising
Salaries & benefits$170K
Grants paid out$1.95M
balance sheet
Total assets$44.56M
Cash
Investments
Liabilities
Net assets$44.38M
3 years on record · 2020–2024 · YoY revenue +49.5%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 1
NameTitleHours/wkCompensation
JANE MOGAVERO EXECUTIVE DIRECTOR 40 $196K
board members · 7
  • AMY CASE — DIRECTOR
  • CYNTHIA LEE — DIRECTOR
  • JOHN RHEE — DIRECTOR
  • JON PELLISH — DIRECTOR
  • LEE WORTHAM — VICE CHAIRMAN
  • PATRICK P LEE — CHAIRMAN
  • SUZANNE STERN — DIRECTOR
relationships · 10

Who they work with

  • BUILD PROMISE Partner — Recipient of a $250,000 grant for a capital campaign.
  • COMPEER BUFFALO Partner — Recipient of two $75,000 grants for mental health workforce initiatives.
  • DAEMEN UNIVERSITY Partner — Recipient of a $50,000 grant for a mental health scholarship program.
  • ECMC FOUNDATION Partner — Recipient of a $51,600 grant for an intensive outpatient program/help center.
  • ENVISION WELLNESS WNY Partner — Recipient of a $75,000 grant for a mental health workforce initiative.
  • FAMILY & CHILDRENS SERVICES OF ITHACA Partner — Recipient of a $65,000 grant for a mental health workforce initiative.
  • OCEAN REEF COMMUNITY FOUNDATION Partner — Recipient of $122,000 in discretionary grants.
  • ROCHESTER INSTITUTE OF TECHNOLOGY Partner — Recipient of two grants totaling $174,078 for engineering scholarship programs.
  • SPECTRUM HEALTH AND HUMAN SERVICES Partner — Recipient of a $200,000 grant for a capital project.
  • UNIVERSITY PSYCHIATRIC PRACTICE INC Partner — Recipient of a $92,400 grant for a doctoral psychology internship program.
strategies · 2

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Mental Health Workforce Development
    methodology: mental_health_workforce_development
    By funding training and internship programs across service organizations, we increase the capacity and quality of mental health services, because a stronger workforce leads to improved access and outcomes in care delivery.
  • STEM Scholarship Investment
    methodology: scholarship_investment_in_stem
    By funding engineering scholarships at higher education institutions, we strengthen career pathways in STEM fields, because financial support reduces barriers to entry and increases long-term workforce diversity and innovation capacity.