Suzanne H Lee Trust Xxxxx4005

CHICAGO, IL EIN: 16-6016523

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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$552K

-1.6% YoY

Annual Giving

$36K

+11.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$6K

+11.9% YoY

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.

About Suzanne H Lee Trust Xxxxx4005

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $173K (100%)

States

New York

Cities

BrockportRochester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$551,738	$560,592	$587,039
Revenue	$44,526	$23,625	$49,823
Expenses	$53,382	$49,112	$51,609
Qualifying Distributions	$43,382	$38,598	$42,140
Net Investment Income	$34,343	$13,575	$40,480
Distributable Amount	$46,259	$42,462	$38,327

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Grant Size Distribution

28 grants across all recorded years

Open Grants

1 open opportunity from Suzanne H Lee Trust Xxxxx4005

Foundation

Suzanne H. Lee Trust Grant

SUZANNE H LEE TRUST XXXXX4005

Amount

Varies

Deadline

Rolling / Open

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Dimitri House Inc ($15,000), East House Corporation ($9,790), Brockport Central School ($6,000).

Recipient	Purpose	Amount
SEYMOUR LIBRARY BROCKPORT, NY	GENERAL	$1,500
HOMESTEADS FOR HOPE INC ROCHESTER, NY	GENERAL	$2,000
DIMITRI HOUSE INC ROCHESTER, NY	GENERAL	$15,000
EAST HOUSE CORPORATION ROCHESTER, NY	GENERAL	$9,790
BROCKPORT CENTRAL SCHOOL BROCKPORT, NY	GENERAL	$6,000
JUNIOR ACHIEVEMENT OF CENTRAL ROCHESTER, NY	GENERAL	$2,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Suzanne H Lee Trust Xxxxx4005?

As of 2025, Suzanne H Lee Trust Xxxxx4005 holds $552K in total assets with $45K in annual revenue. It awarded 6 grants totaling $36K in 2025.

Where does Suzanne H Lee Trust Xxxxx4005 operate?

Suzanne H Lee Trust Xxxxx4005 has awarded grants in New York.

What size grants does Suzanne H Lee Trust Xxxxx4005 award?

In 2025, Suzanne H Lee Trust Xxxxx4005 awarded 6 grants totaling $36K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Suzanne H Lee Trust Xxxxx4005 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Suzanne H Lee Trust Xxxxx4005 reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.