Charles O Lee Jr & Louise K Lee Charitable Foundation
Charles O Lee Jr & Louise K Lee Charitable Foundation is a private foundation focused on Education, based in Bloomfield Hills, MI. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grant totaling $482K. Net investment income was $428.
Key facts about Charles O Lee Jr & Louise K Lee Charitable Foundation
In short: Charles O Lee Jr & Louise K Lee Charitable Foundation gave $482K across 1 grant in 2024 (avg $482K), mostly in Michigan. Source: 2024 IRS Form 990-PF.
- EIN
- 20-6559686
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $482,378
- Grants made (2024)
- 1
- Average grant
- $482,378
- Median grant
- $482,378
- Primary geography
- Michigan (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$482K
-98.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$482K
-98.4% YoY
Under IRS private-foundation payout rules, Charles O Lee Jr & Louise K Lee Charitable Foundation reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.
How Charles O Lee Jr & Louise K Lee Charitable Foundation gives
- Giving fell 58% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $482K (2024) to $29.3M (2023). In 2024 it made 1 grant totaling $482K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Hillsdale College ($482K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $1–5M range: 3 grants of 5 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hillsdale College Hillsdale, MI | To teach investment analysis & mgmt., economics and for student scholarships. | $482,378 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $536,496 | $10,752,314 |
| Revenue | $29,287 | $1,456,112 | $785,115 |
| Expenses | $565,783 | $29,503,005 | $1,594,093 |
| Qualifying Distributions | $491,458 | $29,348,711 | $1,417,309 |
| Net Investment Income | $428 | $1,301,818 | $638,217 |
| Distributable Amount | $13,609 | $1,240,536 | $1,367,352 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Charles O Lee Jr & Louise K Lee Charitable Foundation is led by Diana P. Moak, Trustee on every filing since 2023 — the only officer listed, and compensated.
Officers on the 2024 filing
Diana P. Moak
Trustee
On filings since 2023
7 hrs/week
$85K (2023) → $43K (2024)
Former officers (1)
- Former: Edgar W. Pugh Jr. (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $43K, to Diana P Moak (Trustee).
Frequently asked questions about Charles O Lee Jr & Louise K Lee Charitable Foundation
How much does Charles O Lee Jr & Louise K Lee Charitable Foundation give each year?
Charles O Lee Jr & Louise K Lee Charitable Foundation gave $482K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $29.3M across 1 grant.
What is Charles O Lee Jr & Louise K Lee Charitable Foundation?
Charles O Lee Jr & Louise K Lee Charitable Foundation is a private foundation focused on Education, based in Bloomfield Hills, MI.
Where does Charles O Lee Jr & Louise K Lee Charitable Foundation operate?
Charles O Lee Jr & Louise K Lee Charitable Foundation has awarded grants in Michigan.
How much is Charles O Lee Jr & Louise K Lee Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Charles O Lee Jr & Louise K Lee Charitable Foundation reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Charles O Lee Jr & Louise K Lee Charitable Foundation's EIN?
Charles O Lee Jr & Louise K Lee Charitable Foundation's EIN (Employer Identification Number) is 20-6559686. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Charles O Lee Jr & Louise K Lee Charitable Foundation by hand.
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