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EIN 20-6559686

Charles O Lee JR and Louise K Lee Charitable Foundation

IRS 501(c) type
501(c)(3)
Num. employees
1
City
Bloomfield Hills
State
Michigan
Year formed
2006
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Charles O Lee JR and Louise K Lee Charitable Foundation funds investment analysis & management, economics, and student scholarships. Grantees include Hillsdale College. The Foundation made one grant last year. It is a private foundation located in Bloomfield Hills, MI.
Also known as...
Pugh Edgar W JR and Louise K Lee Ttee
Total revenues
$1,456,112
2023
Total expenses
$29,503,005
2023
Total assets
$536,496
2023
Num. employees
1
2023

Grants made by Charles O Lee JR and Louise K Lee Charitable Foundation

GranteeGrant descriptionAmount
Hillsdale CollegeTo Teach Investment Analysis & MGMT., Economics and for Student Scholarships.$29,306,601

Personnel at Charles O Lee JR and Louise K Lee Charitable Foundation

NameTitle
Diana MoakTrustee

Financials for Charles O Lee JR and Louise K Lee Charitable Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$527,832
Net rental income$0
Net gain from sale of non-inventory assets$928,280
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$1,456,112

Form 990s for Charles O Lee JR and Louise K Lee Charitable Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-13990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-05-09990PFView PDF
2020-122021-09-16990PFView PDF
2019-122021-01-11990PFView PDF
...and 8 more Form 990s

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Data update history
July 23, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 3, 2023
Updated personnel
Identified 1 new personnel
June 27, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 13, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedTax deductible donations
General information
Address
800 W Long Lake 220
Bloomfield Hills, MI 48302
Metro area
Detroit-Warren-Dearborn, MI
County
Oakland County, MI
Phone
(248) 644-7222
IRS details
EIN
20-6559686
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2006
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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