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 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 5 grants totaling $68K. Net investment income was $154K.
The Colee Charitable Trust at a glance
In short: The Colee Charitable Trust gave $68K across 5 grants in 2025 (avg $14K), mostly in Arizona. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $68,324
- +10.6% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $13,665
- +10.6% vs 2024
- Median grant
- $13,665
- Total assets
- $1,292,259
- +6.2% vs 2024
- Primary geography
- Arizona (60% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Colee Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Occidental College ($27K). Together the top 5 received $68K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How The Colee Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2025, annual grant giving ranged from $62K (2024) to $71K (2022). In 2025 it made 5 grants totaling $68K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Occidental College Los Angeles, CA | Program Support | $27,330 |
| Arizona State University Tempe, AZ | Program Support | $20,497 |
| Goodwill Industries of Central Phoenix, AZ | Program Support | $13,665 |
| Arizona Animal Welfare League Phoenix, AZ | Program Support | $3,416 |
| Arizona Humane Society Phoenix, AZ | Program Support | $3,416 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,292,259 | $165,367 | $89,797 | $68,324 | 5 | $78,634 | $153,796 | $81,503 |
| 2024 | $1,217,043 | $45,697 | $82,633 | $61,751 | 5 | $71,490 | $34,934 | $78,063 |
| 2023 | $1,253,954 | $61,897 | $81,612 | $64,135 | 5 | $72,497 | $51,020 | $70,114 |
| 2022 | $1,274,535 | $32,488 | $92,763 | $71,464 | 5 | $79,966 | $25,301 | $72,636 |
| 2021 | $1,334,920 | $170,713 | $82,295 | $62,608 | 6 | $71,825 | $160,927 | $80,681 |
| 2020 | $1,246,754 | $79,022 | $82,335 | $63,166 | 5 | — | $70,225 | $71,041 |
Under IRS private-foundation payout rules, The Colee Charitable Trust reported a distributable amount of $82K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Colee Charitable Trust's only listed officer is BMO Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
BMO Bank N A
Trustee
On filings since 2023
2 hrs/week
$17K (2023) → $21K (2025)
Former officers (1)
- Former: BMO Harris Bank N A (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $21K, to BMO Bank N a (Trustee).
Frequently asked questions about The Colee Charitable Trust
How much does The Colee Charitable Trust give each year?
The Colee Charitable Trust gave $68K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $62K across 5 grants.
What is The Colee Charitable Trust's typical grant size?
The Colee Charitable Trust's median grant in 2025 was $13,665, and its average grant was $13,665, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Colee Charitable Trust give grants?
The Colee Charitable Trust gives mostly in Arizona: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was California (40%). The most frequent recipient cities were Phoenix, AZ (3 grants).
Does The Colee Charitable Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on The Colee Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (5 grants).
Who are The Colee Charitable Trust's largest grantees?
The Colee Charitable Trust's largest 2025 grantees include Occidental College ($27,330), Arizona State University ($20,497) and Goodwill Industries of Central ($13,665), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is The Colee Charitable Trust?
The Colee Charitable Trust reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $79K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Colee Charitable Trust?
The Colee Charitable Trust is a private foundation focused on Education, based in Chicago, IL. It holds $1.3M in total assets as of 2025.
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 25, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
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