James Abraham Lee Family Charitable Lead AnnuityTrust

WEXFORD, PA EIN: 27-4667770

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

+0.0% YoY

Avg Grant Size

$595

+3.4% YoY

About James Abraham Lee Family Charitable Lead AnnuityTrust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $17K (64%)

California $6K (21%)

West Virginia $4K (14%)

States

California Pennsylvania West Virginia

Cities

Los AngelesMorgantownPittsburghTorrance

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include Pittsburgh Methodist Church ($1,750), Korean Central Church of Pitt ($805), Torrance Good Community Church ($175).

Recipient	Purpose	Amount
Pittsburgh Methodist Church Pittsburgh, PA	Church Mission	$1,750
Korean Central Church of Pitt Pittsburgh, PA	Church Mission	$805
Full Gospel Los Angeles Church Los Angeles, CA	Church Mission	$125
Morgantown Church Morgantown, WV	Church Mission	$120
Torrance Good Community Church Torrance, CA	Church Mission	$175

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is 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. It holds $128K in total assets as of 2024.

How large is James Abraham Lee Family Charitable Lead AnnuityTrust?

As of 2024, James Abraham Lee Family Charitable Lead AnnuityTrust holds $128K in total assets with $3K in annual revenue. It awarded 5 grants totaling $3K in 2024.

Where does James Abraham Lee Family Charitable Lead AnnuityTrust operate?

James Abraham Lee Family Charitable Lead AnnuityTrust has awarded grants in California, Pennsylvania, West Virginia.

What size grants does James Abraham Lee Family Charitable Lead AnnuityTrust award?

In 2024, James Abraham Lee Family Charitable Lead AnnuityTrust awarded 5 grants totaling $3K — an average of about $595 per grant, based on its IRS Form 990 filings.

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 2020–2024.