James Abraham Lee Family Charitable Lead AnnuityTrust
James Abraham Lee Family Charitable Lead AnnuityTrust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEXFORD, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $128K in total assets. In 2024, it awarded 5 grants totaling $3K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$128K
-4.8% YoY
Annual Giving
$3K
+3.4% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$595
+3.4% YoY
About James Abraham Lee Family Charitable Lead AnnuityTrust
Based on IRS filings
James Abraham Lee Family Charitable Lead AnnuityTrust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WEXFORD, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $128K in total assets. In 2024, it awarded 5 grants totaling $3K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $128,021 | $134,536 | $143,377 |
| Revenue | $2,980 | $3,115 | $82 |
| Expenses | $9,495 | $11,956 | $22,885 |
| Qualifying Distributions | $4,435 | $4,170 | $7,125 |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | $6,882 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James Lee | Trustee | 10 | $4,800 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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