William E & Mary C Lee Trust

SMITH CENTER, KS EIN: 34-2027326

William E & Mary C Lee Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SMITH CENTER, KS. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $104K in total assets. In 2025, it awarded 1 grants totaling $7K. Net investment income was $4K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$104K

-2.7% YoY

Annual Giving

$7K

+6.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7K

+6.2% YoY

Under IRS private-foundation payout rules, William E & Mary C Lee Trust reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

About William E & Mary C Lee Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kansas $33K (100%)

States

Kansas

Cities

Smith Center

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$103,605	$106,495	$108,508
Revenue	$5,835	$6,066	$4,517
Expenses	$8,728	$8,079	$7,781
Qualifying Distributions	$7,316	$6,863	$6,781
Net Investment Income	$4,491	$4,907	$4,102
Distributable Amount	$7,574	$7,255	$6,820

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include United Methodist Church ($6,725).

Recipient	Purpose	Amount
UNITED METHODIST CHURCH SMITH CENTER, KS	RELIGIOUS	$6,725

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is William E & Mary C Lee Trust?

William E & Mary C Lee Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SMITH CENTER, KS. It holds $104K in total assets as of 2025.

How large is William E & Mary C Lee Trust?

As of 2025, William E & Mary C Lee Trust holds $104K in total assets with $6K in annual revenue. It awarded 1 grants totaling $7K in 2025.

Where does William E & Mary C Lee Trust operate?

William E & Mary C Lee Trust has awarded grants in Kansas.

What size grants does William E & Mary C Lee Trust award?

In 2025, William E & Mary C Lee Trust awarded 1 grants totaling $7K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is William E & Mary C Lee Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, William E & Mary C Lee Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.