Charles & Annece Conlee is a private foundation focused on Education, based in TUPELO, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $751K in total assets. In 2024, it awarded 7 grants totaling $36K. Net investment income was $25K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$751K
+3.4% YoY
Annual Giving
$36K
-7.5% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$5K
+5.7% YoY
Under IRS private-foundation payout rules, Charles & Annece Conlee reported a distributable amount of $38K for 2024 — the minimum it must pay out in qualifying distributions.
About Charles & Annece Conlee
Based on IRS filings
Charles & Annece Conlee is a private foundation focused on Education, based in TUPELO, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $751K in total assets. In 2024, it awarded 7 grants totaling $36K. Net investment income was $25K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $750,703 | $725,858 | $728,810 |
| Revenue | $70,226 | $49,954 | $38,635 |
| Expenses | $45,848 | $52,659 | $54,307 |
| Qualifying Distributions | $35,750 | $38,645 | $44,336 |
| Net Investment Income | $25,344 | $12,152 | $18,281 |
| Distributable Amount | $38,110 | $36,355 | $38,391 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
31 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Icc Business Office ($11,172), University of Mississippi ($6,703), Northeast Ms Community College ($4,469).
| Recipient | Purpose | Amount |
|---|---|---|
| ICC BUSINESS OFFICE FULTON, MS | SCHOLARSHIPS | $11,172 |
| NORTHWEST MS COMMUNITY COLLEGE SENATOBIA, MS | SCHOLARSHIPS | $2,234 |
| UNIVERSITY OF MISSISSIPPI OXFORD, MS | SCHOLARSHIPS | $6,703 |
| UNIVERSITY OF SOUTHERN MISSISSIPPI HATTIESBURG, MS | SCHOLARSHIPS | $2,234 |
| NORTHEAST MS COMMUNITY COLLEGE BOONEVILLE, MS | SCHOLARSHIPS | $4,469 |
| MISSISSIPPI COLLEGE CLINTON, MS | SCHOLARSHIPS | $4,469 |
| MISSISIPPI UNIV FOR WOMEN COLUMBUS, MS | SCHOLARSHIPS | $4,469 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALLISON YOUNGBLOOD | TRUST ADMINI | — | — |
| ALISON WIGGERS | TRUST ADMINI | — | — |
| WHITNEY REYNOLDS | TRUST ADMINI | — | — |
| LAURA MCCURRY | TRUST ADMINI | — | — |
| CRYSTAL TUCKER | TRUST ADMINI | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Charles & Annece Conlee?
Charles & Annece Conlee is a private foundation focused on Education, based in TUPELO, MS. It holds $751K in total assets as of 2024.
How large is Charles & Annece Conlee?
As of 2024, Charles & Annece Conlee holds $751K in total assets with $70K in annual revenue. It awarded 7 grants totaling $36K in 2024.
Where does Charles & Annece Conlee operate?
Charles & Annece Conlee has awarded grants in Mississippi.
What size grants does Charles & Annece Conlee award?
In 2024, Charles & Annece Conlee awarded 7 grants totaling $36K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Charles & Annece Conlee required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles & Annece Conlee reported a distributable amount of $38K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles & Annece Conlee's EIN?
Charles & Annece Conlee's EIN (Employer Identification Number) is 47-6855924. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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