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.
Charles O Lee Jr & Louise K Lee Charitable Foundation at a glance
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.
- Annual giving (2024)
- $482,378
- -98.4% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $482,378
- -98.4% vs 2023
- Median grant
- $482,378
- Primary geography
- Michigan (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Charles O Lee Jr & Louise K Lee Charitable Foundation funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | — | $29,287 | $565,783 | $482,378 | 1 | $491,458 | $428 | $13,609 |
| 2023 | $536,496 | $1,456,112 | $29,503,005 | $29,306,601 | 1 | $29,348,711 | $1,301,818 | $1,240,536 |
| 2022 | $10,752,314 | $785,115 | $1,594,093 | $1,380,000 | 1 | $1,417,309 | $638,217 | $1,367,352 |
| 2021 | $11,561,292 | $1,709,177 | $1,329,725 | $1,146,000 | 1 | $1,182,939 | $1,574,548 | $1,415,583 |
| 2020 | $11,181,840 | $1,140,612 | $1,289,482 | $1,114,000 | 1 | — | $1,018,516 | $1,180,299 |
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.
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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Charles O Lee Jr & Louise K Lee Charitable Foundation funds
Education Open opportunities, soonest deadline first.
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