Charles O Lee Jr And Louise K Lee Charitable Foundation Trust

Pugh Edgar W Jr & Louise K Lee Ttee

Bloomfld Hls, MI
Tax-exempt since Oct. 2006
EIN: 20-6559686

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / University or Technological Institute (NTEE)

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$29,287

Expenses

$565,783

Net Income

-$536,496

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$133	0.5%
Dividends	$27,940	95.4%
Sales of Assets	$1,214	4.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$491,458	86.9%
Compensation of Officers*	$42,500	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Diana P Moak (Trustee)	$42,500	$0

990-PF

Filed on March 3, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$1,456,112

Expenses

$29,503,005

Net Income

-$28,046,893

Net Assets

$536,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$758	0.1%
Dividends	$527,074	36.2%
Sales of Assets	$928,280	63.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,348,711	99.5%
Compensation of Officers*	$85,000	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$536,496
Total Liabilities	$0
Net Assets	$536,496

Compensation

Key Employees and Officers	Compensation	Other
Diana P Moak (Trustee)	$85,000	$0

990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$785,115

Expenses

$1,594,093

Net Income

-$808,978

Net Assets

$10,752,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,289	0.3%
Dividends	$545,493	69.5%
Sales of Assets	$237,333	30.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,417,309	88.9%
Compensation of Officers*	$78,000	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,752,314
Total Liabilities	$0
Net Assets	$10,752,314

Compensation

Key Employees and Officers	Compensation	Other
Edgar W Pugh Jr (Trustee)	$78,000	$0

990-PF

Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$1,709,177

Expenses

$1,329,725

Net Income

$379,452

Net Assets

$11,561,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$196	0.0%
Dividends	$490,160	28.7%
Sales of Assets	$1,218,821	71.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,182,939	89.0%
Compensation of Officers*	$74,000	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,561,292
Total Liabilities	$0
Net Assets	$11,561,292

Compensation

Key Employees and Officers	Compensation	Other
Edgar W Pugh Jr (Trustee)	$74,000	$0

990-PF

Filed on May 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$1,140,612

Expenses

$1,289,482

Net Income

-$148,870

Net Assets

$11,181,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$176	0.0%
Dividends	$485,057	42.5%
Sales of Assets	$655,379	57.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,147,978	89.0%
Compensation of Officers*	$67,000	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,181,840
Total Liabilities	$1
Net Assets	$11,181,839

Compensation

Key Employees and Officers	Compensation	Other
Edgar W Pugh Jr (Trustee)	$67,000	$0

990-PF

Filed on Sept. 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$1,009,405

Expenses

$1,198,313

Net Income

-$188,908

Net Assets

$11,330,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,722	1.1%
Dividends	$493,414	48.9%
Sales of Assets	$505,269	50.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,065,768	88.9%
Compensation of Officers*	$66,108	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,330,911
Total Liabilities	$1
Net Assets	$11,330,910

Compensation

Key Employees and Officers	Compensation	Other
Edgar W Pugh Jr (Trustee)	$66,108	$0

990-PF

Filed on June 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$961,327

Expenses

$1,059,562

Net Income

-$98,235

Net Assets

$11,826,168

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$59	0.0%
Dividends	$513,037	53.4%
Sales of Assets	$448,231	46.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$943,237	89.0%
Compensation of Officers*	$57,000	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,826,168
Total Liabilities	$0
Net Assets	$11,826,168

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$548,365

Expenses

$983,566

Net Income

-$435,201

Net Assets

$11,924,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51	0.0%
Dividends	$502,989	91.7%
Sales of Assets	$45,325	8.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$873,048	88.8%
Compensation of Officers*	$56,000	5.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,924,403
Total Liabilities	$0
Net Assets	$11,924,403

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$613,294

Expenses

$891,176

Net Income

-$277,882

Net Assets

$12,359,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$74	0.0%
Dividends	$476,427	77.7%
Sales of Assets	$136,793	22.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$788,516	88.5%
Compensation of Officers*	$54,000	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,359,604
Total Liabilities	$0
Net Assets	$12,359,604

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$546,056

Expenses

$856,318

Net Income

-$310,262

Net Assets

$12,637,486

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,046	0.2%
Dividends	$468,115	85.7%
Sales of Assets	$76,895	14.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$761,165	88.9%
Compensation of Officers*	$52,000	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,637,486
Total Liabilities	$0
Net Assets	$12,637,486

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$483,686

Expenses

$772,844

Net Income

-$289,158

Net Assets

$12,947,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,992	0.6%
Dividends	$437,919	90.5%
Sales of Assets	$42,775	8.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$673,986	87.2%
Compensation of Officers*	$50,000	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,947,748
Total Liabilities	$0
Net Assets	$12,947,748

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated April 20, 2026

Charles O Lee Jr And Louise K Lee Charitable Foundation Trust

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005