The Colee Charitable Trust
The Colee Charitable Trust is a private foundation focused on Education, 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
Under IRS private-foundation payout rules, The Colee Charitable Trust reported a distributable amount of $78K for 2024 — the minimum it must pay out in qualifying distributions.
About The Colee Charitable Trust
Based on IRS filings
The Colee Charitable Trust is a private foundation focused on Education, 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.
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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
Among its reported 2024 grants, the largest include Occidental College ($24,700), Arizona State University ($18,525), Goodwill Industries of Central ($12,350).
| Recipient | Purpose | Amount |
|---|---|---|
| ARIZONA ANIMAL WELFARE LEAGUE PHOENIX, AZ | PROGRAM SUPPORT | $3,088 |
| GOODWILL INDUSTRIES OF CENTRAL PHOENIX, AZ | PROGRAM SUPPORT | $12,350 |
| ARIZONA HUMANE SOCIETY PHOENIX, AZ | PROGRAM SUPPORT | $3,088 |
| ARIZONA STATE UNIVERSITY TEMPE, AZ | PROGRAM SUPPORT | $18,525 |
| OCCIDENTAL COLLEGE LOS ANGELES, CA | PROGRAM SUPPORT | $24,700 |
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 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Colee Charitable Trust?
The Colee Charitable Trust is a private foundation focused on Education, based in CHICAGO, IL. It holds $1.2M in total assets as of 2024.
How large is The Colee Charitable Trust?
As of 2024, The Colee Charitable Trust holds $1.2M in total assets with $46K in annual revenue. It awarded 5 grants totaling $62K in 2024.
Where does The Colee Charitable Trust operate?
The Colee Charitable Trust has awarded grants in Arizona, California.
What size grants does The Colee Charitable Trust award?
In 2024, The Colee Charitable Trust awarded 5 grants totaling $62K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is The Colee Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Colee Charitable Trust reported a distributable amount of $78K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Colee Charitable Trust's EIN?
The Colee Charitable Trust's EIN (Employer Identification Number) is 86-6254892. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Colee Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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