Charles & Annece Conlee
TUPELO, MS EIN: 47-6855924
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
No grants recorded for .
Who else does Charles & Annece Conlee fund?
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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 | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Mississippi $188K (100%)
States
Cities
Blue MountainBoonevilleClintonColumbusFultonHattiesburgHolly SpringsMeridianMississippi StateOxfordRaymondScoobaSenatobiaUniversity
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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