Susan Simon Lotierzo Charitable Trust
Susan Simon Lotierzo Charitable Trust is a private foundation, based in E Syracuse, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $21K in total assets. In 2025, it awarded 4 grants totaling $11K.
Susan Simon Lotierzo Charitable Trust at a glance
In short: Susan Simon Lotierzo Charitable Trust gave $11K across 4 grants in 2025 (avg $3K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,200
- -6.7% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $2,800
- +16.7% vs 2024
- Median grant
- $2,000
- Total assets
- $20,837
- -2.4% vs 2024
- Primary geography
- Pennsylvania (63% 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 Susan Simon Lotierzo Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Penn State University ($7K). Together the top 4 received $11K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Susan Simon Lotierzo Charitable Trust gives
- Giving grew 37% from 2022 to 2025. Method
- In 2025 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 2025, annual grant giving ranged from $8K (2022) to $12K (2024). In 2025 it made 4 grants totaling $11K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Penn State University University Park, PA | Charitable Purposes | $7,000 |
| Cornell University Ithaca, NY | Charitable Purposes | $2,000 |
| US Holocaust Memorial Museum Washington, DC | Charitable Purposes | $2,000 |
| Peace Action of CNY-Education Fund Syracuse, NY | Charitable Purposes | $200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $20,837 | $17,700 | $18,216 | $11,200 | 4 | $11,200 | $987 |
| 2024 | $21,353 | $17,725 | $18,981 | $12,000 | 5 | $12,000 | $1,070 |
| 2023 | $22,609 | $17,440 | $17,746 | $10,800 | 5 | $10,800 | $1,118 |
| 2022 | $22,915 | $15,957 | $15,121 | $8,200 | 7 | $8,200 | $1,117 |
| 2021 | $22,079 | $16,780 | $17,501 | $10,600 | 6 | $10,600 | $1,098 |
| 2020 | $22,800 | $16,565 | $17,136 | $10,400 | 6 | — | $1,133 |
Under IRS private-foundation payout rules, Susan Simon Lotierzo Charitable Trust reported a distributable amount of $987 for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Susan Simon Lotierzo Charitable Trust is led by David Hensel, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
David Hensel
Trustee
On filings since 2020
1 hr/week
No compensation reported
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.
Frequently asked questions about Susan Simon Lotierzo Charitable Trust
How much does Susan Simon Lotierzo Charitable Trust give each year?
Susan Simon Lotierzo Charitable Trust gave $11K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $12K across 5 grants.
What is Susan Simon Lotierzo Charitable Trust's typical grant size?
Susan Simon Lotierzo Charitable Trust's median grant in 2025 was $2,000, and its average grant was $2,800, across 4 grants on its 2025 IRS Form 990-PF.
Where does Susan Simon Lotierzo Charitable Trust give grants?
Susan Simon Lotierzo Charitable Trust gives mostly in Pennsylvania: 63% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (20%) and District of Columbia (18%).
How large is Susan Simon Lotierzo Charitable Trust?
Susan Simon Lotierzo Charitable Trust reported $21K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $987 (roughly 5% of its investment assets).
What is Susan Simon Lotierzo Charitable Trust's EIN?
Susan Simon Lotierzo Charitable Trust's EIN (Employer Identification Number) is 27-6715189. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 17, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 22, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
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