Susan Simon Lotierzo Charitable Trust
Susan Simon Lotierzo Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in E SYRACUSE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $21K in total assets. In 2024, it awarded 5 grants totaling $12K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$21K
-5.6% YoY
Annual Giving
$12K
+11.1% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$2K
+11.1% YoY
Under IRS private-foundation payout rules, Susan Simon Lotierzo Charitable Trust reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.
About Susan Simon Lotierzo Charitable Trust
Based on IRS filings
Susan Simon Lotierzo Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in E SYRACUSE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $21K in total assets. In 2024, it awarded 5 grants totaling $12K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $21,353 | $22,609 | $22,915 |
| Revenue | $17,725 | $17,440 | $15,957 |
| Expenses | $18,981 | $17,746 | $15,121 |
| Qualifying Distributions | $12,000 | $10,800 | $8,200 |
| Net Investment Income | — | — | — |
| Distributable Amount | $1,070 | $1,118 | $1,117 |
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
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Penn State University ($7,000), Cornell University ($2,000), Us Holocaust Memorial Museum ($1,800).
| Recipient | Purpose | Amount |
|---|---|---|
| CORNELL UNIVERSITY ITHACA, NY | CHARITABLE PURPOSES | $2,000 |
| PEACE ACTION OF CNY-EDUCATION FUND SYRACUSE, NY | CHARITABLE PURPOSE | $200 |
| PENN STATE UNIVERSITY UNIVERSITY PARK, PA | CHARITABLE PURPOSES | $7,000 |
| SYR CNTR PEACE & SOCIAL JUSTICE SYRACUSE, NY | CHARITABLE PURPOSES | $1,000 |
| US HOLOCAUST MEMORIAL MUSEUM WASHINGTON, DC | CHARITABLE PURPOSES | $1,800 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID HENSEL | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Susan Simon Lotierzo Charitable Trust?
Susan Simon Lotierzo Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in E SYRACUSE, NY. It holds $21K in total assets as of 2024.
How large is Susan Simon Lotierzo Charitable Trust?
As of 2024, Susan Simon Lotierzo Charitable Trust holds $21K in total assets with $18K in annual revenue. It awarded 5 grants totaling $12K in 2024.
Where does Susan Simon Lotierzo Charitable Trust operate?
Susan Simon Lotierzo Charitable Trust has awarded grants in District of Columbia, New York, Pennsylvania, Rhode Island.
What size grants does Susan Simon Lotierzo Charitable Trust award?
In 2024, Susan Simon Lotierzo Charitable Trust awarded 5 grants totaling $12K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Susan Simon Lotierzo Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Susan Simon Lotierzo Charitable Trust reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.