Charles O Lee Jr & Louise K Lee

BLOOMFIELD HILLS, MI EIN: 20-6559686

Charles O Lee Jr & Louise K Lee 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 grants totaling $482K. Net investment income was $428.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$482K

-98.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$482K

-98.4% YoY

Under IRS private-foundation payout rules, Charles O Lee Jr & Louise K Lee reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Charles O Lee Jr & Louise K Lee

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Michigan $33.4M (100%)

States

Michigan

Cities

Hillsdale

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hillsdale College ($482,378).

Recipient	Purpose	Amount
HILLSDALE COLLEGE HILLSDALE, MI	TO TEACH INVESTMENT ANALYSIS & MGMT., ECONOMICS AND FOR STUDENT SCHOLARSHIPS.	$482,378

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DIANA P MOAK	TRUSTEE	7	$42,500

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Charles O Lee Jr & Louise K Lee?

Charles O Lee Jr & Louise K Lee is a private foundation focused on Education, based in BLOOMFIELD HILLS, MI. It holds — in total assets as of 2024.

Where does Charles O Lee Jr & Louise K Lee operate?

Charles O Lee Jr & Louise K Lee has awarded grants in Michigan.

What size grants does Charles O Lee Jr & Louise K Lee award?

In 2024, Charles O Lee Jr & Louise K Lee awarded 1 grants totaling $482K — an average of about $482K per grant, based on its IRS Form 990 filings.

How much is Charles O Lee Jr & Louise K Lee 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 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's EIN?

Charles O Lee Jr & Louise K Lee's EIN (Employer Identification Number) is 20-6559686. IRS Form 990 filing data is available on this page for 2020–2024.