Charles & Annece Conlee
Charles & Annece Conlee is a private foundation focused on Education, based in Tupelo, MS. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $771K in total assets. In 2025, it awarded 4 grants totaling $38K. Net investment income was $34K.
Charles & Annece Conlee at a glance
In short: Charles & Annece Conlee gave $38K across 4 grants in 2025 (avg $10K), mostly in Mississippi. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $38,110
- +6.6% vs 2024
- Grants made (2025)
- 4
- -42.9% vs 2024
- Average grant
- $9,528
- +86.6% vs 2024
- Median grant
- $7,622
- Total assets
- $771,283
- +2.7% vs 2024
- Primary geography
- Mississippi (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Charles & Annece Conlee funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Northwest Ms Community College ($10K). Together the top 3 received $18K.
Organizations only. It also paid 1 individual scholarship ($20,325), which are not listed by name.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 29 grants of 29 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Charles & Annece Conlee gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $32K (2020) to $44K (2022). In 2025 it made 4 grants totaling $38K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $20,325 |
| Northwest Ms Community College Senatobia, MS | Scholarships | $10,163 |
| University of Mississippi Oxford, MS | Scholarships | $5,081 |
| Northeast Ms Community College Booneville, MS | Scholarships | $2,541 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $771,283 | $66,966 | $46,418 | $38,110 | 4 | $38,110 | $34,238 | $38,991 |
| 2024 | $750,703 | $70,226 | $45,848 | $35,750 | 7 | $35,750 | $25,344 | $38,110 |
| 2023 | $725,858 | $49,954 | $52,659 | $38,645 | 8 | $38,645 | $12,152 | $36,355 |
| 2022 | $728,810 | $38,635 | $54,307 | $44,336 | 4 | $44,336 | $18,281 | $38,391 |
| 2021 | $744,482 | $101,795 | $48,256 | $37,285 | 6 | $37,285 | $25,248 | $43,985 |
| 2020 | $690,943 | $23,951 | $42,308 | $32,474 | 6 | — | $13,528 | $37,285 |
| 2019 | $709,300 | $40,889 | $51,389 | $41,500 | 4 | — | $16,448 | $37,225 |
Under IRS private-foundation payout rules, Charles & Annece Conlee reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Charles & Annece Conlee's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Allison Youngblood
Trust Administrator
On filings since 2022
No compensation reported
Crystal Tucker
Trust Administrator
On filings since 2022
No compensation reported
Laura McCurry
Trust Administrator
On filings since 2022
No compensation reported
Whitney Reynolds
Trust Administrator
On filings since 2022
No compensation reported
Alison Wiggers
Trust Administrator
On filings since 2023
No compensation reported
Former officers (6)
- Former: Brandy Stanford (2019–2022) — Trust Administrator
- Former: Camillia Miller (2019–2021) — Advisory Com
- Former: Michelle Roye (2020–2021) — Advisory Com
- Former: Rebecca King (2020–2021) — Advisory Com
- Former: Farra Criswell (2019) — Advisory Com
- Former: Jennifer Roberts (2019) — Advisory Com
Data from IRS Form 990 filings, 2019–2025. "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 Charles & Annece Conlee
How much does Charles & Annece Conlee give each year?
Charles & Annece Conlee gave $38K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $36K across 7 grants.
What is Charles & Annece Conlee's typical grant size?
Charles & Annece Conlee's median grant in 2025 was $7,622, and its average grant was $9,528, across 4 grants on its 2025 IRS Form 990-PF.
Where does Charles & Annece Conlee give grants?
Charles & Annece Conlee gives mostly in Mississippi: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Charles & Annece Conlee give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Charles & Annece Conlee's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (4 grants).
How large is Charles & Annece Conlee?
Charles & Annece Conlee reported $771K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $39K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Charles & Annece Conlee?
Charles & Annece Conlee is a private foundation focused on Education, based in Tupelo, MS. It holds $771K in total assets as of 2025.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 3, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 24, 2026)
- IRS filings on file for fiscal years 2019–2025
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