Carol Ann Lee Memorial Trust
To provide funding to charities in fulfillment of the exempt purposes of national christian charitable foundation, inc. ("nccf")
Key facts about Carol Ann Lee Memorial Trust
In short: Carol Ann Lee Memorial Trust gave $291K across 1 grant in 2025 (avg $291K), mostly in Georgia. Source: 2025 IRS Form 990.
- EIN
- 83-3081560
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $291,154
- Grants made (2025)
- 1
- Average grant
- $291,154
- Median grant
- $291,154
- Total assets
- $3,284,474
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$3.3M
+34.0% YoY
Annual Giving
$291K
+765.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$291K
+765.9% YoY
How Carol Ann Lee Memorial Trust gives
- Giving grew 808% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About Carol Ann Lee Memorial Trust
Based on IRS filings
Carol Ann Lee Memorial Trust is a public charity, based in Alpharetta, GA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.3M in total assets. In 2025, it awarded 1 grant totaling $291K. Net investment income was $136K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $17K (2020) to $291K (2025). In 2025 it made 1 grant totaling $291K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was National Christian Charitable Foundation Inc ($291K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 3 grants of 5 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Christian Charitable Foundation Inc Alpharetta, GA | Grant-Making | $291,154 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $3,284,474 | $2,450,272 | $1,339,666 |
| Revenue | $879,915 | $1,131,475 | $265,062 |
| Expenses | $309,302 | $45,261 | $137,263 |
| Net Investment Income | $136,443 | $137,773 | $21,701 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS September 7, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS September 2, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 26, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS June 24, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 28, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 4, 2026)
Leadership & Key People
Officers and directors from IRS filings
Carol Ann Lee Memorial Trust's 2025 filing lists 8 officers; none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
C. Lynn Crew
Trustee
On filings since 2020
1 hr/week
No compensation reported
Caleb C. Lee
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jacob B. Lee
Trustee
On filings since 2020
1 hr/week
No compensation reported
Karen J. Jonas
Trustee
On filings since 2024
1 hr/week
No compensation reported
Joseph Daniel Glaze Part Year
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Roger L. Sandberg Srpart Year
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Dana E. Ring
Former Trustee
On filings since 2020
No compensation reported
Kimberly M. Klustner
Former Trustee
Trustee → Former Trustee, 2022
On filings since 2020
No compensation reported
Former officers (5)
- Former: J. Daniel Glaze (2020–2024) — Trustee
- Former: Dana E. Ring Partial Year (2022–2023) — Trustee
- Former: Karen J. Jonas Partial Year (2023) — Trustee
- Former: Steven Googasian Partial Year (2021–2022) — Trustee
- Former: Kimberly M. Klustner Partial Year (2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Carol Ann Lee Memorial Trust
How much does Carol Ann Lee Memorial Trust give each year?
Carol Ann Lee Memorial Trust gave $291K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $34K across 1 grant.
How large is Carol Ann Lee Memorial Trust?
Carol Ann Lee Memorial Trust reported $3.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $880K.
Where does Carol Ann Lee Memorial Trust operate?
Carol Ann Lee Memorial Trust has awarded grants in Georgia, Tennessee.
What is Carol Ann Lee Memorial Trust's EIN?
Carol Ann Lee Memorial Trust's EIN (Employer Identification Number) is 83-3081560. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Carol Ann Lee Memorial Trust by hand.
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