The Colee Charitable Trust
The Colee Charitable Trust is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 5 grants totaling $62K. Net investment income was $35K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
-2.9% YoY
Annual Giving
$62K
-3.7% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$12K
-3.7% YoY
About The Colee Charitable Trust
Based on IRS filings
The Colee Charitable Trust is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 5 grants totaling $62K. Net investment income was $35K.
Ready to take the next step with The Colee Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,217,043 | $1,253,954 | $1,274,535 |
| Revenue | $45,697 | $61,897 | $32,488 |
| Expenses | $82,633 | $81,612 | $92,763 |
| Qualifying Distributions | $71,490 | $72,497 | $79,966 |
| Net Investment Income | $34,934 | $51,020 | $25,301 |
| Distributable Amount | $78,063 | $70,114 | $72,636 |
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 2024
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BMO BANK N A | TRUSTEE | 2 | $19,477 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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