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.
Lee Proper Scholarshp FD Tr at a glance
In short: Lee Proper Scholarshp FD Tr gave $14K across 5 grants in 2023 (avg $3K), top state Montana. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $14,001
- +40.0% vs 2022
- Grants made (2023)
- 5
- +0.0% vs 2022
- Average grant
- $2,800
- +40.0% vs 2022
- Median grant
- $3,000
- Total assets
- $122,824
- -12.6% vs 2022
- Primary geography
- Montana (33% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Lee Proper Scholarshp FD Tr funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2023
The largest 2023 recipient was Montana State University ($5K). Together the top 5 received $14K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 5 itemized grants.
Cities
How Lee Proper Scholarshp FD Tr gives
- In 2023 it paid out 270% of 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 2021 to 2023, annual grant giving ranged from $10K (2021) to $14K (2023). In 2023 it made 5 grants totaling $14K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | $122,824 | $1,046 | $18,682 | $14,001 | 5 | $15,901 | $2,204 | $5,881 |
| 2022 | $140,471 | $5,756 | $15,436 | $10,000 | 5 | $11,696 | $3,939 | $6,644 |
| 2021 | $150,195 | $5,036 | $16,825 | $10,000 | 4 | $12,237 | $1,423 | $7,977 |
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.
Leadership & Key People
Officers and directors from IRS filings
Lee Proper Scholarshp FD Tr's only listed officer is US Bank NA, Trustee on the 2023 filing (compensated).
Officers on the 2023 filing
US Bank NA
Trustee
New on the 2023 filing
1 hr/week
$3K (2023)
Former officers (1)
- Former: US Bank N A (2021–2022) — Trustee
Data from IRS Form 990 filings, 2021–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $3K, to US Bank NA (Trustee).
Frequently asked questions about Lee Proper Scholarshp FD Tr
How much does Lee Proper Scholarshp FD Tr give each year?
Lee Proper Scholarshp FD Tr gave $14K across 5 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $10K across 5 grants.
What is Lee Proper Scholarshp FD Tr's typical grant size?
Lee Proper Scholarshp FD Tr's median grant in 2023 was $3,000, and its average grant was $2,800, across 5 grants on its 2023 IRS Form 990-PF.
Where does Lee Proper Scholarshp FD Tr give grants?
Lee Proper Scholarshp FD Tr's top state is Montana, with 33% of the grant dollars itemized on its 2023 IRS Form 990-PF. The next largest states were Virginia (21%) and Colorado (21%).
Does Lee Proper Scholarshp FD Tr give general operating support?
Not in 2023: none of the 5 grants with a stated purpose on Lee Proper Scholarshp FD Tr's 2023 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (5 grants).
Who are Lee Proper Scholarshp FD Tr's largest grantees?
Lee Proper Scholarshp FD Tr's largest 2023 grantees include Montana State University ($4,667), Washington and Lee University ($3,000) and Fort Lewis College ($3,000), according to its 2023 IRS Form 990-PF. Together they received 76% of its itemized 2023 grant dollars.
How large is Lee Proper Scholarshp FD Tr?
Lee Proper Scholarshp FD Tr reported $123K in total assets on its 2023 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).
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.
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 2021–2023
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