PeerBasis.org
Philanthropy & Grantmaking · GA

Carol Ann Lee Memorial Trust

Carol Ann Lee Memorial Trust's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $38,770 for Kimberly M Klustner, Former Trustee (FY 2024). Column F can include amounts from the filing and related organizations.

After indexing supported filing years to 2025 comparison dollars, the subject figure is $39,790. It is higher than the D + F figure for 22 of 80 peer organizations selected under the disclosed tier Same NTEE sector (T31), nationwide + size band 0.71–1.4× revenue (approximately 28%; median $65,925). This is descriptive, not a reasonableness conclusion.

$1,131,475Total revenue (FY 2024)
$38,770Reported Part VII D + F figure
22 / 80Selected peers with a strictly lower 2025-dollar figure (approximately 28%)

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Review the selected comparables for Carol Ann Lee Memorial Trust, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.

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Selected peer organizations

Actual selection tier: Same NTEE sector (T31), nationwide + size band 0.71–1.4× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.

OrganizationStateRevenueD + F (2025 dollars)
Shiawassee Community Foundation Inc MI$1,132,892 $65,397
Three Valleys Community Foundation CA$1,128,805 $66,961
Cedar Falls Community Foundation IA$1,135,167 $57,160
Midvale Community Building Community Inc UT$1,114,528 $53,229
Asheville Area Chamber Of Commerce Community Betterment Foundation NC$1,110,442 $28,301
Community Foundation Of Brazoria County TX$1,107,477 $32,233
Lebanon Community Hospital Foundation OR$1,105,850 $19,576
Capita Social Inc SC$1,158,156 $142,397

View the organization record and available filings on ProPublica