James Abraham Lee Family Charitable Lead AnnuityTrust
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.
James Abraham Lee Family Charitable Lead AnnuityTrust at a glance
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.
- Annual giving (2025)
- $5,115
- +71.9% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $1,279
- +114.9% vs 2024
- Median grant
- $1,285
- Total assets
- $117,176
- -8.5% vs 2024
- Primary geography
- Pennsylvania (60% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who James Abraham Lee Family Charitable Lead AnnuityTrust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Pittsburgh Methodist Church ($2K). Together the top 4 received $5K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 23 grants of 23 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $3K (2023) to $8K (2020). In 2025 it made 4 grants totaling $5K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pittsburgh Methodist Church Pittsburgh, PA | Church Mission | $1,770 |
| Korean Central Church of Pitt Pittsburgh, PA | Church Mission | $1,320 |
| Torrance Good Community Church Torrance, CA | Church Mission | $1,250 |
| Morgantown Church Morgantown, WV | Church Mission | $775 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $117,176 | $2,350 | $13,195 | $5,115 | 4 | $8,075 | — | — |
| 2024 | $128,021 | $2,980 | $9,495 | $2,975 | 5 | $4,435 | — | — |
| 2023 | $134,536 | $3,115 | $11,956 | $2,877 | 5 | $4,170 | — | — |
| 2022 | $143,377 | $82 | $22,885 | $4,775 | 5 | $7,125 | — | $6,882 |
| 2021 | $166,180 | $4,995 | $26,855 | $7,782 | 4 | $9,905 | — | — |
| 2020 | $188,040 | $7,224 | $24,339 | $8,450 | 4 | — | $7,224 | $294 |
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
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 21, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work James Abraham Lee Family Charitable Lead AnnuityTrust funds
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