Lee Proper Scholarshp Fd Tr
Lee Proper Scholarshp Fd Tr is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2023. As of 2023, the organization holds $123K in total assets. In 2023, it awarded 5 grants totaling $14K. Net investment income was $2K.
Key facts about Lee Proper Scholarshp Fd Tr
- EIN
- 84-6315632
- Latest 990 filing
- Form 990-PF, 2023
- Annual giving (2023)
- $14,001
- Grants made (2023)
- 5
- Average grant
- $2,800
- Median grant
- $3,000
- Total assets
- $122,824
- Primary geography
- Montana (33% of itemized 2023 grant dollars)
Data from IRS Form 990-PF, 2023; updated April 2026.
Who Lee Proper Scholarshp Fd Tr funds
By grant dollars, the top recipient states for Lee Proper Scholarshp Fd Tr's 5 itemized 2023 grants were Montana (33%), Virginia (21%) and Colorado (21%). None of its 5 grants with a stated purpose were described as general or operating support. Recurring purposes include "Scholarships" (5 grants).
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$123K
-12.6% YoY
Annual Giving
$14K
+40.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$3K
+40.0% YoY
Under IRS private-foundation payout rules, Lee Proper Scholarshp Fd Tr reported a distributable amount of $6K for 2023 — the minimum it must pay out in qualifying distributions.
About Lee Proper Scholarshp Fd Tr
Based on IRS filings
Lee Proper Scholarshp Fd Tr is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2023. As of 2023, the organization holds $123K in total assets. In 2023, it awarded 5 grants totaling $14K. Net investment income was $2K.
Ready to take the next step with Lee Proper Scholarshp Fd Tr?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 5 itemized 2023 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $122,824 | $140,471 | $150,195 |
| Revenue | $1,046 | $5,756 | $5,036 |
| Expenses | $18,682 | $15,436 | $16,825 |
| Qualifying Distributions | $15,901 | $11,696 | $12,237 |
| Net Investment Income | $2,204 | $3,939 | $1,423 |
| Distributable Amount | $5,881 | $6,644 | $7,977 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2023
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest recipients include Montana State University ($4,667), Washington and Lee University ($3,000), Fort Lewis College ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MONTANA STATE UNIVERSITY BOZEMAN, MT | SCHOLARSHIPS | $4,667 |
| WASHINGTON AND LEE UNIVERSITY LEXINGTON, VA | SCHOLARSHIPS | $3,000 |
| FORT LEWIS COLLEGE DURANGO, CO | SCHOLARSHIPS | $3,000 |
| BENEDICTINE COLLEGE ATCHISON, KS | SCHOLARSHIPS | $1,667 |
| SEATTLE UNIVERSITY SEATTLE, WA | SCHOLARSHIPS | $1,667 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK NA | TRUSTEE | 1 | $3,000 |
Frequently Asked Questions
How large is Lee Proper Scholarshp Fd Tr?
As of 2023, Lee Proper Scholarshp Fd Tr holds $123K in total assets with $1K in annual revenue. It awarded 5 grants totaling $14K in 2023.
Where does Lee Proper Scholarshp Fd Tr operate?
Lee Proper Scholarshp Fd Tr has awarded grants in Colorado, Kansas, Montana, Pennsylvania, Virginia, Washington.
What size grants does Lee Proper Scholarshp Fd Tr award?
In 2023, Lee Proper Scholarshp Fd Tr awarded 5 grants totaling $14K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Lee Proper Scholarshp Fd Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Lee Proper Scholarshp Fd Tr reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lee Proper Scholarshp Fd Tr's EIN?
Lee Proper Scholarshp Fd Tr's EIN (Employer Identification Number) is 84-6315632. IRS Form 990 filing data is available on this page for 2021–2023.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.