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Ruth S Lee Charitable Trust is a private trust based in ATLANTA, GA. The foundation received its IRS ruling in 2016. The principal officer is First State Trust Company Ttee. It holds total assets of $2.5M. Annual income is reported at $1.5M. Total assets have grown from $1.9M in 2015 to $2.6M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. The foundation primarily funds organizations in Alabama and Georgia. According to available records, Ruth S Lee Charitable Trust has made 78 grants totaling $533K, with a median grant of $4K. The foundation has distributed between $93K and $235K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $235K distributed across 34 grants. Individual grants have ranged from $1K to $31K, with an average award of $7K. The foundation has supported 31 unique organizations. Grants have been distributed to organizations in Alabama and Georgia and South Carolina. Contributions to this foundation are tax-deductible.
Smallest Grant
$3K
Median Grant
$6K
Average Grant
$8K
Largest Grant
$24K
Based on 13 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Ruth S Lee Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 78 grants. Its grantmaking reaches organizations primarily in AL, GA, SC.
Ruth S Lee Charitable Trust has distributed a total of $533K across 78 grants. The median grant size is $4K, with an average of $7K. Individual grants have ranged from $1K to $31K.
Ruth S Lee Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Ruth S Lee Charitable Trust is headquartered in ATLANTA, GA. While based in GA, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Susan L Runkle | CO-TRUSTEE | $0 | $0 | N/A |
| Katherine R Hill | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$154K
Total Assets
$2.6M
Fair Market Value
$2.8M
Net Worth
$2.6M
Grants Paid
$93K
Contributions
N/A
Net Investment Income
$37K
Distribution Amount
$129K
Total: $2.6M
Total Grants
78
Total Giving
$533K
Average Grant
$7K
Median Grant
$4K
Unique Recipients
31
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Montgomery Area Council On AgingGENERAL OPERATING | Montgomery, AL | $20K | 2023 |
| Wesleyan FundGENERAL OPERATING | Peachtree Corners, GA | $15K | 2023 |
| Faulkner UniversityGENERAL OPERATING | Montgomery, AL | $15K | 2023 |
| College Of Charleston FoundationSCHOLARSHIPS | Charleston, SC | $8K | 2023 |
| Lunches For Learning IncGENERAL OPERATING | Montgomery, AL | $6K | 2023 |
| Peachtree Road United MethodistGENERAL OPERATING | Atlanta, GA | $5K | 2023 |
| Elba Church Of ChristGENERAL OPERATING | Elba, AL | $4K | 2023 |
| Opp Church Of ChristGENERAL OPERATING | Opp, AL | $4K | 2023 |
| Montgomery YmcaGENERAL OPERATING | Montgomery, AL | $3K | 2023 |
| Alabama Shakespeare FestivalGENERAL OPERATING | Montgomery, AL | $3K | 2023 |
| Blue Gray CivitanGENERAL OPERATING | Montgomery, AL | $2K | 2023 |
| Montgomery Rotary ClubGENERAL OPERATING | Montgomery, AL | $2K | 2023 |
| American Red CrossGENERAL OPERATING | Montgomery, AL | $2K | 2023 |
| Union Church CemeteryGENERAL OPERATING | Georgiana, AL | $2K | 2023 |
| Hope Inspired MinistriesGENERAL OPERATING | Montgomery, AL | $2K | 2023 |
| Harmony Baptist ChurchCEMETERY FUND | Troy, AL | $1K | 2023 |
| Orion Baptist Cemetery TrustGENERAL OPERATING | Troy, AL | $1K | 2023 |
| Montgomery Area Food BankGENERAL OPERATING | Montgomery, AL | $15K | 2022 |
| Respite For All FoundationGENERAL PURPOSES | Montgomery, AL | $10K | 2022 |
| Montgomery Museum Of Fine ArtsGENERAL PURPOSES | Montgomery, AL | $3K | 2022 |
| Central Alabama Community FdnCAMP SUNSHINE FUND | Montgomery, AL | $1K | 2022 |
| Samaritan Counseling CenterGENERAL PURPOSES | Montgomery, AL | $1K | 2022 |
| Fellowship Of Christian AthletesGENERAL PURPOSES | Montgomery, AL | $1K | 2022 |
ATLANTA, GA
ATLANTA, GA
ATLANTA, GA