Suzanne H Lee Trust XXXXX4005
Suzanne H Lee Trust XXXXX4005 is a private foundation, based in Chicago, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $552K in total assets. In 2025, it awarded 6 grants totaling $36K. Net investment income was $34K.
Suzanne H Lee Trust XXXXX4005 at a glance
In short: Suzanne H Lee Trust XXXXX4005 gave $36K across 6 grants in 2025 (avg $6K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $36,290
- +11.9% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $6,048
- +11.9% vs 2024
- Median grant
- $4,000
- Total assets
- $551,738
- -1.6% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Suzanne H Lee Trust XXXXX4005
Open Grants
1 open opportunity from Suzanne H Lee Trust XXXXX4005
Who Suzanne H Lee Trust XXXXX4005 funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Dimitri House Inc ($15K). Together the top 6 received $36K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Suzanne H Lee Trust XXXXX4005 gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2025, annual grant giving ranged from $32K (2021) to $36K (2025). In 2025 it made 6 grants totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Dimitri House Inc Rochester, NY | General | $15,000 |
| East House Corporation Rochester, NY | General | $9,790 |
| Brockport Central School District Brockport, NY | General | $6,000 |
| Homesteads for Hope Inc Rochester, NY | General | $2,000 |
| Junior Achievement of Central Upstate New York Inc Rochester, NY | General | $2,000 |
| Seymour Library Brockport, NY | General | $1,500 |
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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 | $551,738 | $44,526 | $53,382 | $36,290 | 6 | $43,382 | $34,343 | $46,259 |
| 2024 | $560,592 | $23,625 | $49,112 | $32,426 | 6 | $38,598 | $13,575 | $42,462 |
| 2023 | $587,039 | $49,823 | $51,609 | $36,239 | 5 | $42,140 | $40,480 | $38,327 |
| 2022 | $588,822 | $33,874 | $54,377 | $36,198 | 5 | $43,306 | $23,487 | $43,347 |
| 2021 | $609,327 | $47,421 | $47,296 | $31,539 | 6 | — | $37,963 | $42,287 |
Under IRS private-foundation payout rules, Suzanne H Lee Trust XXXXX4005 reported a distributable amount of $46K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Suzanne H Lee Trust XXXXX4005's only listed officer is JP Morgan Chase Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
JP Morgan Chase Bank NA
Trustee
On filings since 2021
2 hrs/week
$15K (2021) → $17K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $17K, to JP Morgan Chase Bank NA (Trustee).
Frequently asked questions about Suzanne H Lee Trust XXXXX4005
How much does Suzanne H Lee Trust XXXXX4005 give each year?
Suzanne H Lee Trust XXXXX4005 gave $36K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $32K across 6 grants.
What is Suzanne H Lee Trust XXXXX4005's typical grant size?
Suzanne H Lee Trust XXXXX4005's median grant in 2025 was $4,000, and its average grant was $6,048, across 6 grants on its 2025 IRS Form 990-PF.
Where does Suzanne H Lee Trust XXXXX4005 give grants?
Suzanne H Lee Trust XXXXX4005 gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Rochester, NY (4 grants) and Brockport, NY (2 grants).
Does Suzanne H Lee Trust XXXXX4005 give general operating support?
Yes: 100% of Suzanne H Lee Trust XXXXX4005's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Suzanne H Lee Trust XXXXX4005's largest grantees?
Suzanne H Lee Trust XXXXX4005's largest 2025 grantees include Dimitri House Inc ($15,000), East House Corporation ($9,790) and Brockport Central School District ($6,000), according to its 2025 IRS Form 990-PF. Together they received 85% of its itemized 2025 grant dollars.
How large is Suzanne H Lee Trust XXXXX4005?
Suzanne H Lee Trust XXXXX4005 reported $552K in total assets on its 2025 IRS Form 990-PF. It paid out $43K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Suzanne H Lee Trust XXXXX4005's EIN?
Suzanne H Lee Trust XXXXX4005's EIN (Employer Identification Number) is 16-6016523. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 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 2021 (received by the IRS January 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 9, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS December 8, 2025)
- IRS filings on file for fiscal years 2021–2025
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