Robert E Lee Testamentary Tr XXXXX2001
Robert E Lee Testamentary Tr XXXXX2001 is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2023. In 2023, it awarded 1 grant totaling $199K. Net investment income was $2K.
Robert E Lee Testamentary Tr XXXXX2001 at a glance
In short: Robert E Lee Testamentary Tr XXXXX2001 gave $199K across 1 grant in 2023 (avg $199K), mostly in Pennsylvania. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $198,970
- +2183.3% vs 2022
- Grants made (2023)
- 1
- +0.0% vs 2022
- Average grant
- $198,970
- +2183.3% vs 2022
- Median grant
- $198,970
- Primary geography
- Pennsylvania (100% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Robert E Lee Testamentary Tr XXXXX2001 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2023
The largest 2023 recipient was American Bible Society ($199K).
Grant Size Distribution
4 grants across all recorded years
The most common grant size was under $50K: 3 grants of 4 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2023 grant dollars on its one itemized grant.
States
Cities
How Robert E Lee Testamentary Tr XXXXX2001 gives
- Giving grew 2198% from 2020 to 2023. Method
- In 2023 it paid out well above 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 2023, annual grant giving ranged from $9K (2021) to $199K (2023). In 2023 it made 1 grant totaling $199K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| American Bible Society Philadelphia, PA | General | $198,970 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $-412 | $200,466 | $198,970 | 1 | $199,928 | $2,281 | $7,820 |
| 2022 | $200,880 | $21,963 | $10,271 | $8,714 | 1 | $9,958 | $21,872 | $10,921 |
| 2021 | $189,187 | $14,073 | $9,901 | $8,599 | 1 | — | $13,992 | $9,810 |
| 2020 | $185,015 | $8,351 | $9,959 | $8,658 | 1 | — | $8,264 | $9,697 |
Under IRS private-foundation payout rules, Robert E Lee Testamentary Tr XXXXX2001 reported a distributable amount of $8K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Robert E Lee Testamentary Tr XXXXX2001's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2022 (compensated).
Officers on the 2023 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2022
2 hrs/week
$1K (2022) → $995 (2023)
Former officers (1)
- Former: Jp Morgan Chase (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $995, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Robert E Lee Testamentary Tr XXXXX2001
How much does Robert E Lee Testamentary Tr XXXXX2001 give each year?
Robert E Lee Testamentary Tr XXXXX2001 gave $199K across 1 grant in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $9K across 1 grant.
Where does Robert E Lee Testamentary Tr XXXXX2001 operate?
Robert E Lee Testamentary Tr XXXXX2001 has awarded grants in Pennsylvania, Wisconsin.
How much is Robert E Lee Testamentary Tr XXXXX2001 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Robert E Lee Testamentary Tr XXXXX2001 reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert E Lee Testamentary Tr XXXXX2001's EIN?
Robert E Lee Testamentary Tr XXXXX2001's EIN (Employer Identification Number) is 39-6642632. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 24, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 4, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS July 11, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 6, 2023)
- IRS filings on file for fiscal years 2020–2023
Live grants for the work Robert E Lee Testamentary Tr XXXXX2001 funds
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