James Abraham Lee Family Charitable Lead AnnuityTrust

Private foundation · Grantmaker Wexford, PA EIN: 27-4667770

James Abraham Lee Family Charitable Lead AnnuityTrust is a private foundation, based in Wexford, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $117K in total assets. In 2025, it awarded 4 grants totaling $5K.

Key facts about James Abraham Lee Family Charitable Lead AnnuityTrust

In short: James Abraham Lee Family Charitable Lead AnnuityTrust gave $5K across 4 grants in 2025 (avg $1K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
27-4667770
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$5,115
Grants made (2025)
4
Average grant
$1,279
Median grant
$1,285
Total assets
$117,176
Primary geography
Pennsylvania (60% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$117K

-8.5% YoY

Annual Giving

$5K

+71.9% YoY

Grant Count

4

-20.0% YoY

Avg Grant Size

$1K

+114.9% YoY

How James Abraham Lee Family Charitable Lead AnnuityTrust gives

  • Giving held roughly steady from 2022 to 2025 (+7%). Method
  • In 2022 it paid out 104% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

PittsburghMorgantownTorranceLos Angeles

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K4 grants2020 4 grants2021 5 grants2022 5 grants2023 5 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $3K (2023) to $8K (2020). In 2025 it made 4 grants totaling $5K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Pittsburgh Methodist Church: $2KPittsburgh Methodist Church$2KKorean Central Church of Pitt: $1KKorean Central Church of Pitt$1KTorrance Good Community Church: $1KTorrance Good Community Church$1KMorgantown Church: $775Morgantown Church$775

The largest 2025 recipient was Pittsburgh Methodist Church ($2K). Together the top 4 received $5K.

Grant Size Distribution

23 grants across all recorded years

23<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 23 grants of 23 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Pittsburgh Methodist Church Pittsburgh, PAChurch Mission$1,770
Korean Central Church of Pitt Pittsburgh, PAChurch Mission$1,320
Torrance Good Community Church Torrance, CAChurch Mission$1,250
Morgantown Church Morgantown, WVChurch Mission$775

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$117,176$128,021$134,536
Revenue$2,350$2,980$3,115
Expenses$13,195$9,495$11,956
Qualifying Distributions$8,075$4,435$4,170

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 21, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 9, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
  7. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

James Abraham Lee Family Charitable Lead AnnuityTrust is led by James Lee, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2025 filing

  • James Lee

    Trustee

    On filings since 2020

    10 hrs/week

    $7K (2020) → $5K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

James Lee — Trustee: $5KJames LeeTrustee$5K

The highest reported compensation on the 2025 filing was $5K, to James Lee (Trustee).

Frequently asked questions about James Abraham Lee Family Charitable Lead AnnuityTrust

How much does James Abraham Lee Family Charitable Lead AnnuityTrust give each year?

James Abraham Lee Family Charitable Lead AnnuityTrust gave $5K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 5 grants.

What is James Abraham Lee Family Charitable Lead AnnuityTrust's typical grant size?

James Abraham Lee Family Charitable Lead AnnuityTrust's median grant in 2025 was $1,285, and its average grant was $1,279, across 4 grants on its 2025 IRS Form 990-PF.

Where does James Abraham Lee Family Charitable Lead AnnuityTrust give grants?

James Abraham Lee Family Charitable Lead AnnuityTrust gives mostly in Pennsylvania: 60% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (24%) and West Virginia (15%). The most frequent recipient cities were Pittsburgh, PA (2 grants).

Does James Abraham Lee Family Charitable Lead AnnuityTrust give general operating support?

Not in 2025: none of the 4 grants with a stated purpose on James Abraham Lee Family Charitable Lead AnnuityTrust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Church Mission" (4 grants).

How large is James Abraham Lee Family Charitable Lead AnnuityTrust?

James Abraham Lee Family Charitable Lead AnnuityTrust reported $117K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $2K.

What is James Abraham Lee Family Charitable Lead AnnuityTrust's EIN?

James Abraham Lee Family Charitable Lead AnnuityTrust's EIN (Employer Identification Number) is 27-4667770. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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