2025-09-25T14:56:03-05:00 2025-06-30 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2024-07-01 861211806 LEE BANK FOUNDATION INC LEEB 4132430117 75 PARK STREET LEE MA 01238 CHARLES LEACH PRESIDENT 4132430117 2025-09-11 1 1 KAREN S NG P01067482 6174399700 2025-09-11 2024 2025-03-06 01:10:19Z X 5331892 X X 159389 159389 196320 763432 196320 5000 0 360709 355709 0 0 0 40506 40506 0 2995 0 0 3200 0 3200 46701 40506 3200 208500 208500 255201 40506 211700 105508 315203 377484 428079 428079 109 17292 16710 17292 17292 1350 1350 1350 4645960 4885171 4885171 2000 2000 5041613 5331892 5331892 54 346 54 346 X 0 0 0 0 5041559 5331546 5041559 5331546 5041613 5331892 5041559 105508 184479 5331546 0 5331546 SALE OF INVESTMENTS 763432 567112 196320 196320 196320 4381 0 4381 0 4381 1500 0 0 0 1500 X 0 2881 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 0 0 0 1 N/A LEE BANK ACCOUNTING TEAM 4132430117 75 PARK STREET LEE MA 01238 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES LEACH 75 PARK STREET LEE MA 01238 PRESIDENT/DIRECTOR 1.00 0 0 0 ALISON BRIGHAM 75 PARK STREET LEE MA 01238 TREASURER/DIRECTOR 1.00 0 0 0 NINA GARLINGTON 75 PARK STREET LEE MA 01238 SECRETARY/DIRECTOR 1.00 0 0 0 JASON MCCANDLESS 75 PARK STREET LEE MA 01238 DIRECTOR 1.00 0 0 0 SANDRA LOJANO 75 PARK STREET LEE MA 01238 DIRECTOR 1.00 0 0 0 JENNIBETH GOMEZ 75 PARK STREET LEE MA 01238 DIRECTOR 1.00 0 0 0 LINDA CLAIRMONT AS OF 525 75 PARK STREET LEE MA 01238 DIRECTOR 1.00 0 0 0 JAMES TERRYBERRY 75 PARK STREET LEE MA 01238 DIRECTOR 1.00 0 0 0 URSULA MALOY AS OF 625 75 PARK STREET LEE MA 01238 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 4862805 300656 17001 5180462 0 0 5180462 77707 5102755 255138 255138 4381 4381 250757 0 250757 0 250757 211700 0 211700 250757 0 0 28067 181780 73208 283055 211700 0 0 0 211700 0 39057 39057 243998 0 0 0 0 0 0 0 243998 170790 73208 ALISON BRIGHAM 75 PARK STREET LEE MA 01238 4132430117 REQUESTS@LEEBANK.COM APPLICATION SHOULD BE SUBMITTED ON THE LEE BANK WEBSITE SEE LEE BANK WEBSITE FOR APPLICATION DEADLINES 501(C)(3) ORGANIZATIONS MAY SUBMIT ONE APPLICATION FOR REVIEW IN ANY 12-MONTH PERIOD. GRANTS AWARDED RANGE FROM $1,000 $25,000. THE PRIMARY FOCUS OF THE LEE BANK FOUNDATION IS THE REDUCTION OF THE OPPORTUNITY AND WEALTH GAP FOR YOUTH AND FAMILIES IN BERKSHIRE COUNTY. OUR GRANTS FUND ORGANIZATIONS THAT ARE COMMITTED TO CREATIVE AND ORIGINAL APPROACHES TO SERVING THE COMMUNITY. EXAMPLES OF AREAS OF INTEREST FOR THE FOUNDATION ARE: -EDUCATION & LITERACY -FOOD SECURITY & NUTRITION -ECONOMIC GROWTH & DEVELOPMENT -HEALTH & HUMAN SERVICES -MENTORSHIP, INTERNSHIP & "SCHOOL TO WORK" INITIATIVES -ARTS & CULTURE PRIORITY IS GIVEN TO ORGANIZATIONS THAT SUPPORT AND EMPOWER LOW-TO-MODERATE INCOME RESIDENTS. PREFERENCE IS GIVEN TO ORGANIZATIONS THAT OFFER OPPORTUNITIES FOR BERKSHIRE COUNTY RESIDENTS AND RECEIVE THE MAJORITY OF THEIR FUNDING FROM LOCAL SOURCES. ALTHOUGH WE MAY OCCASIONALLY FUND GENERAL OPERATING EXPENSES AND CAPITAL PROJECTS. 18 DEGREES 480 WEST ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 4000 BECKET ATHENAEUM 3367 MAIN ST BECKET MA 01223 NOT RELATED. PC EXEMPT PURPOSE 2500 BERKSHIRE AGRICULTURAL VENTURES 321 MAIN ST GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 7500 BERKSHIRE BOUNTY PO BOX 1037 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 5000 BERKSHIRE CHILDREN'S CHORUS PO BOX 18 SHEFFIELD MA 01257 NOT RELATED. PC EXEMPT PURPOSE 2500 BERKSHIRE COALITION FOR SUICIDE PREVENTION PO BOX 472 PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 BERKSHIRE COMMUNITY DIAPER PROJECT PO BOX 5 WEST STOCKBRIDGE MA 01266 NOT RELATED. PC EXEMPT PURPOSE 2500 BERKSHIRE FILM & MEDIA COLLABORATIVE 137 NORTH ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 7500 BERKSHIRE GROWN PO BOX 983 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 7500 BERKSHIRE INNOVATION CENTER 45 WOODLAWN AVE PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 BERKSHIRE MUSIC SCHOOL 30 WENDELL AVE PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 2500 BERKSHIRE NATURAL RESOURCES COUNCIL 309 PITTSFIELD RD LENOX MA 01240 NOT RELATED. PC EXEMPT PURPOSE 5000 BERKSHIRE NURSING FAMILIES PO BOX 341 ADAMS MA 01220 NOT RELATED. PC EXEMPT PURPOSE 5000 BERKSHIRE PULSE 420 PARK ST HOUSATONIC MA 01236 NOT RELATED. PC EXEMPT PURPOSE 1500 BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER 15 CRISSEY ROAD GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 5000 BIG BROTHERS BIG SISTERS OF WESTERN MA 266 COLD SPRING AVE WEST SPRINGFIELD MA 01089 NOT RELATED. PC EXEMPT PURPOSE 7500 BLACKSHIRES COMMUNITY EMPOWERMENT FOUNDATION 267 ONOTA STREET PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 CHILDCARE OF THE BERKSHIRES 210 STATE ST NORTH ADAMS MA 01247 NOT RELATED. PC EXEMPT PURPOSE 2500 COMMUNITY ACCESS TO THE ARTS 420 STOCKBRIDGE RD STE 2 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 5700 COMMUNITY RECREATION ASSOCIATION 400 MAIN ST DALTON MA 01226 NOT RELATED. PC EXEMPT PURPOSE 2500 CONSTRUCT 316A STATE RD GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 10000 DOWNTOWN PITTSFIELD CULTURAL ASSOCIATION 431 NORTH ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 7500 ELIZABETH FREEMAN CENTER 43 FRANCIS AVE PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 10000 FLYING CLOUD INSTITUTE 20 STOCKBRIDGE RD GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 5000 FOCUS IS OUR CHILDREN FOCUS IS OUR CHILDREN PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 GOODWILL INDUSTRIES OF THE BERKSHIRES 158 TYLER ST PITTSIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 2500 GREENAGERS PO BOX 157 S EGREMONT MA 01258 NOT RELATED. PC EXEMPT PURPOSE 5000 HILLTOWN VILLAGE PO BOX 304 HUNTINGTON MA 01050 NOT RELATED. PC EXEMPT PURPOSE 2500 JUNIOR ACHEIVEMENT OF WESTERN MA PO BOX 15167 SPRINGFIELD MA 01115 NOT RELATED. PC EXEMPT PURPOSE 5000 KRIPALU CENTER FOR YOGA & HEALTH PO BOX 309 STOCKBRIDGE MA 01262 NOT RELATED. PC EXEMPT PURPOSE 2500 LITERACY NETWORK OF SOUTH BERKSHIRE 32 PARK ST LEE MA 01238 NOT RELATED. PC EXEMPT PURPOSE 2500 MAHAIWE PERFORMING ARTS CENTER PO BOX 690 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 10000 NONPROFIT CENTER OF THE BERKSHIRES 222 MAIN STREET 388 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 1000 PEDIATRIC DEVELOPMENT CENTER 388 COLUMBUS AVE EXT PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 6000 RAILROAD STREET YOUTH PROJECT PO BOX 698 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 4800 RIVERBROOK RESIDENCE 4 ICE GLEN RD STOCKBRIDGE MA 01262 NOT RELATED. PC EXEMPT PURPOSE 2000 ROOT RISING 923 BARKER RD PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 7500 SECOND STREET SECOND CHANCES 264 SECOND ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 7500 SONRISAS 669 SANDMILL RD CHESHIRE MA 01225 NOT RELATED. PC EXEMPT PURPOSE 5000 THE BRIEN CENTER 359 FENN ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 THE PEOPLE'S PANTRY PO BOX 1115 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 1000 VOLUNTEERS IN MEDICINE- VIM BERKSHIRES 777 MAIN ST GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 10000 208500 0 14 159389 18 196320 CITC REFUND 5000 0 355709 5000 360709 11A CITC REFUND 0 0 0 0 0 0 0 0 0 0 INVESTMENTS 4885171 4885171 COMPUTER SOFTWARE 2700 0 2700 STATE FILING FEE 500 0 500 CITC REFUND 5000 5000 UNREALIZED GAIN/LOSS 184479 DEFERRED TAX LIABILITIES 54 346 INVESTMENT ADVISORY FEE 40506 40506 0 FEDERAL EXCISE TAXES 2995 0 0