The Colee Charitable Trust

CHICAGO, IL EIN: 86-6254892

Education Environment Domesticated animals Human services

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

+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

Focus Areas

Education Environment Domesticated animals Human services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $194K (60%)

California $129K (40%)

States

Arizona California

Cities

Los AngelesPhoenixTempe

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Education Environment Domesticated animals Human services

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.