2026-09-23T07:51:36-05:00 2026-06-30 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2025-07-01 861211806 LEE BANK FOUNDATION INC LEEB 4132430117 75 PARK STREET LEE MA 01238 CHARLES LEACH PRESIDENT 4132430117 2026-08-24 1 KAREN S NG P01067482 6174399700 2026-08-24 2025 X 5669779 X X 167793 167793 70219 723356 70219 238012 238012 0 0 0 42416 42416 0 7881 0 0 1421 0 1421 51718 42416 1421 235380 235380 287098 42416 236801 -49086 195596 428079 181794 181794 15781 17292 15781 15781 1350 4885171 5472204 5472204 5331892 5669779 5669779 346 199 346 199 X 0 0 0 0 5331546 5669580 5331546 5669580 5331892 5669779 5331546 -49086 387120 5669580 0 5669580 SALE OF INVESTMENTS P 723356 653137 70219 70219 70219 2719 0 2719 0 2719 5000 0 0 0 5000 X 0 2281 2281 0 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 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 NONE 0 NONE 0 0 5252748 209315 0 5462063 0 0 5462063 81931 5380132 269007 269007 2719 2719 266288 0 266288 0 266288 236801 0 236801 266288 0 0 170790 73208 243998 236801 0 0 0 236801 0 29487 29487 214511 0 0 0 0 0 0 0 214511 141303 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. ADLIB 215 NORTH ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 4500 BARRINGTON STAGE COMPANY 122 NORTH ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 2500 BERKSHIRE ART CENTER 13 WILLARD HILL RD STOCKBRIDGE MA 01262 NOT RELATED. PC EXEMPT PURPOSE 4500 BERKSHIRE BOUNTY PO BOX 1037 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 5000 BLACKSHIRES COMMUNITY EMPOWERMENT FOUNDATION 15 BARTLET AVE PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 4000 ELIZABETH FREEMAN CENTER 66 ALLEN ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 12500 GREAT BARRINGTON PUBLIC THEATER PO BOX 825 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 1000 GREENAGERS PO BOX 157 SOUTH EGREMONT MA 01258 NOT RELATED. PC EXEMPT PURPOSE 5000 CENTRAL BERKSHIRE HABITAT FOR HUMANITY PO BOX 2717 PITTSFIELD MA 01202 NOT RELATED. PC EXEMPT PURPOSE 7500 LEE YOUTH ASSOCIATION 480 PLEASANT ST LEE MA 01238 NOT RELATED. PC EXEMPT PURPOSE 5000 ROOTS RISING 923 BARKER RD PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 SECOND NATURE ARTS FRACTURED ATLAS 4 WARREN AVE GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 1500 BERKSHIRE COMMUNITY ACTION COUNCIL 1531 EAST STREET PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 BECKET ARTS CENTER 7 BOOKER HILL RD BECKET MA 01223 NOT RELATED. PC EXEMPT PURPOSE 2500 BERKSHIRE UNITED WAY 200 SOUTH STREET PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 CDCSB PO BOX 733 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 7500 CHILDCARE OF THE BERKSHIRES 210 STATE STREET NORTH ADAMS MA 01247 NOT RELATED. PC EXEMPT PURPOSE 5000 COMMUNITY ACCESS TO THE ARTS 420 STOCKBRIDGE RD SUITE 2 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 5000 GOODWILL INDUSTRIES OF THE BERKSHIRES 158 TYLER ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 1000 KRIPALU CENTER FOR YOGA & HEALTH PO BOX 309 STOCKBRIDGE MA 01262 NOT RELATED. PC EXEMPT PURPOSE 2500 PEDIATRIC DEVELOPMENT CENTER 388 COLUMBIA AVE EXT PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 10000 SERVICENET 21 OLANDER DR NORTHAMPTON NORTHAMPTON MA 01060 NOT RELATED. PC EXEMPT PURPOSE 25000 WEB DUBOIS CENTER FOR FREEDOM & DEMOCRACY PO BOX 1075 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 5000 18 DEGREES 480 WEST ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 9500 BECKET ATHENAEUM 3367 MAIN ST PO BOX 9 BECKET MA 01223 NOT RELATED. PC EXEMPT PURPOSE 2880 BERKSHIRE COUNTY HEAD START 856 140TH LN NW PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 10000 BERKSHIRE GROWN PO BOX 983 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 2500 BERKSHIRE AGRICULTURAL VENTURES 4 CASTLE STREET SUITE 205 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 7500 BERKSHIRE IMMIGRANT CENTER 141 NORTH ST SUITE 303 PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 BERKSHIRE PULSE 420 PARK ST PO BOX 37 HOUSATONIC MA 01236 NOT RELATED. PC EXEMPT PURPOSE 1000 LATINAS413 PO BOX 188 WEST STOCKBRIDGE MA 01266 NOT RELATED. PC EXEMPT PURPOSE 4500 NEIGHBORHOOD NINJAS 129 FAIRFAX LN JARRELL TX 76537 NOT RELATED. PC EXEMPT PURPOSE 2000 NORTHEAST SUSTAINABLE ENERGY ASSOC 20 FEDERAL ST SUITE 8 GREENFIELD MA 01301 NOT RELATED. PC EXEMPT PURPOSE 1000 NONPROFIT CENTER OF THE BERKSHIRES PO BOX 388 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 1000 OUTREACH INC 93 WHIFFLETREE LN MARSHFIELD MA 02050 NOT RELATED. PC EXEMPT PURPOSE 1000 SHEFFIELD FARM ASSOCIATION 125 MAIN ST SHEFFIELD MA 01257 NOT RELATED. PC EXEMPT PURPOSE 1000 ADLIB 215 NORTH ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 2000 BERKSHIRE COMMUNITY DIAPER PROJECT PO BOX 5 WEST STOCKBRIDGE MA 01266 NOT RELATED. PC EXEMPT PURPOSE 3500 BERKSHIRE HUMANE SOCIETY 214 BARKER RD PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 BERKSHIRE FILM & MEDIA COLLABORATIVE 137 NORTH ST SUITE 200 PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 BERKSHIRE INNOVATION CENTER 45 WOODLAWN AVE PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 2500 HILLTOWN VILLAGE INC 2 E MAIN ST HUNTINGTON MA 01050 NOT RELATED. PC EXEMPT PURPOSE 5000 LEE YOUTH ASSOCIATION 480 PLEASANT ST LEE MA 01238 NOT RELATED. PC EXEMPT PURPOSE 5000 LITERACY NETWORK OF SOUTH BERKSHIRE 32 PARK ST LEE MA 01238 NOT RELATED. PC EXEMPT PURPOSE 3000 MAHAIWE PERFORMING ARTS CENTER 244 MAIN ST SUITE 3 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 500 MASS MOCA 1040 MASS MOCA WAY NORTH ADAMS MA 01247 NOT RELATED. PC EXEMPT PURPOSE 5000 MOMENTUM AG PO BOX 60121 FLORENCE MA 01262 NOT RELATED. PC EXEMPT PURPOSE 6000 RAILROAD STREET YOUTH PROJECT PO BOX 698 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 10000 THE MOUNT 2 PLUNKETT ST LENOX MA 01240 NOT RELATED. PC EXEMPT PURPOSE 2500 235380 AYJ FUND 201 EAGLE ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 1000 BERKSHIRE BOUNTY PO BOX 1037 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 4000 BERKSHIRE MEDICAL CENTER 725 NORTH STREET PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 BERKSHIRE SOUTH REGIONAL COMMUNITY CENTER 15 CRISSEY RD GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 2500 BIG BROTHERS BIG SISTERS OF WESTERN MA 266 COLD SPRING AVE WEST SPRINGFIELD MA 01089 NOT RELATED. PC EXEMPT PURPOSE 3000 CENTRAL BERKSHIRE HABITAT FOR HUMANITY PO BOX 2717 PITTSFIELD MA 01202 NOT RELATED. PC EXEMPT PURPOSE 2500 CONSTRUCT 316A STATE RD GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 5000 ELIZABETH FREEMAN CENTER 66 ALLEN ST PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 FLYING CLOUD INSTITUTE 20 STOCKBRIDGE RD GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 6000 FOCUS IS OUR CHILDREN 55 BACKMAN AVE PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 2500 FRESH START FURNITURE BANK 16 BRENT DRIVE HUDSON MA 01749 NOT RELATED. PC EXEMPT PURPOSE 1500 GREAT BARRINGTON FARMER'S MARKET PO BOX 488 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 2800 GREENAGERS PO BOX 157 SOUTH EGREMONT MA 01258 NOT RELATED. PC EXEMPT PURPOSE 5000 HIGH SPIRIT COMMUNITY FARM 142 SEEKONK CROSS RD GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 2500 PITTSFIELD COMMUNITY FOOD PANTRY 110 SOUTH STREET PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 2500 ROOTS RISING 923 BARKER RD PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 5000 SEEING RAINBOWS 111 COLE AVE PITTSFIELD MA 01201 NOT RELATED. PC EXEMPT PURPOSE 2500 VOLUNTEERS IN MEDICINE 777 MAIN STREET SUITE 4 GREAT BARRINGTON MA 01230 NOT RELATED. PC EXEMPT PURPOSE 10000 68300 14 167793 18 70219 0 238012 0 238012 0 0 0 0 0 0 0 0 0 0 INVESTMENTS 5472204 5472204 STATE FILING FEE 71 0 71 COMPUTER SOFTWARE 1350 0 1350 UNREALIZED GAIN/LOSS 387120 DEFERRED TAX LIABILITIES 346 199 INVESTMENT ADVISORY FEE 42416 42416 0 FEDERAL EXCISE TAXES 7881 0 0