Charles O Lee Jr & Louise K Lee Charitable Foundation

Private foundation · Grantmaker Bloomfield Hills, MI EIN: 20-6559686

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

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Hillsdale

Giving Over Time

Total grant dollars and number of grants per year

$0$10M$20M$30M1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

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

Hillsdale College: $482KHillsdale College$482K

The largest 2024 recipient was Hillsdale College ($482K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K$100–250K1$250–500K$500K–1M3$1–5M1$5M+

The most common grant size was in the $1–5M range: 3 grants of 5 (60%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Hillsdale College Hillsdale, MITo teach investment analysis & mgmt., economics and for student scholarships.$482,378

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10M$20M$30M$40M2020 2021 2022 2023 2024
Metric202420232022
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

  1. 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

Diana P Moak — Trustee: $43KDiana P MoakTrustee$43K

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.

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