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Spencer C Lee Charitable Trust Under Will Dated September 20 1996 is a private trust based in GREEN BAY, WI. The foundation received its IRS ruling in 2015. The principal officer is James Bartelt. It holds total assets of $506K. Annual income is reported at $88K. The foundation operates in the area of human services. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. According to available records, Spencer C Lee Charitable Trust Under Will Dated September 20 1996 has made 10 grants totaling $135K, with a median grant of $13K. The foundation has distributed between $24K and $57K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $57K distributed across 4 grants. Individual grants have ranged from $7K to $20K, with an average award of $13K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Wisconsin. Contributions to this foundation are tax-deductible.
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.
Spencer C Lee Charitable Trust Under Will Dated September 20 1996 primarily funds organizations in the area of human services. Based on available records, the foundation has funded 10 grants. Its grantmaking reaches organizations primarily in WI.
Spencer C Lee Charitable Trust Under Will Dated September 20 1996 has distributed a total of $135K across 10 grants. The median grant size is $13K, with an average of $13K. Individual grants have ranged from $7K to $20K.
Spencer C Lee Charitable Trust Under Will Dated September 20 1996 typically selects its grantees rather than accepting unsolicited proposals.
Spencer C Lee Charitable Trust Under Will Dated September 20 1996 is headquartered in GREEN BAY, WI.
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Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$32K
Total Assets
$500K
Fair Market Value
$539K
Net Worth
$500K
Grants Paid
$24K
Contributions
N/A
Net Investment Income
$21K
Distribution Amount
$25K
Total: N/A
Total Grants
10
Total Giving
$135K
Average Grant
$13K
Median Grant
$13K
Unique Recipients
2
Most Common Grant
$20K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Vcy America IncFBO RADIO STATION WVCX | Milwaukee, WI | $17K | 2023 |
| Lyster Lutheran ChurchGEN WELFARE OF CHURCH AND | Nelson, WI | $7K | 2023 |