The Lisa Fonssagrives-penn Trust

Foundation · Grantmaker ROCKEFELLER PLAZA NEW, NY EIN: 13-7024539

The Lisa Fonssagrives-penn Trust is a private foundation, based in ROCKEFELLER PLAZA NEW, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $793K in total assets. In 2024, it made $23K in qualifying distributions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$793K

-0.4% YoY

Revenue

$20K

-30.9% YoY

Qualifying Distributions

$23K

-34.8% YoY

Expenses

$23K

-34.8% YoY

Under IRS private-foundation payout rules, The Lisa Fonssagrives-penn Trust reported a distributable amount of $140 for 2024 — the minimum it must pay out in qualifying distributions.

About The Lisa Fonssagrives-penn Trust

Based on IRS filings

The Lisa Fonssagrives-penn Trust is a private foundation, based in ROCKEFELLER PLAZA NEW, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $793K in total assets. In 2024, it made $23K in qualifying distributions.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

New York

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$209K$417K$626K$834K20202021202220232024
Metric202420232022
Total Assets$792,940$796,130$792,685
Revenue$20,028$29,000$21,000
Expenses$23,218$35,635$20,708
Qualifying Distributions$23,218$35,635$120,659
Net Investment Income
Distributable Amount$140$199$200

Giving Over Time

Total grant dollars and number of grants per year

$0$176K$353K$529K$705K1 grants20200 grants20210 grants20221 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

2 grants across all recorded years

1<$50K$50–100K$100–250K$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
TOM PENNTRUSTEE0.25
MIA SOLOWTRUSTEE0.25

Frequently Asked Questions

How large is The Lisa Fonssagrives-penn Trust?

As of 2024, The Lisa Fonssagrives-penn Trust holds $793K in total assets with $20K in annual revenue.

Where does The Lisa Fonssagrives-penn Trust operate?

The Lisa Fonssagrives-penn Trust has awarded grants in New York.

How much is The Lisa Fonssagrives-penn Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lisa Fonssagrives-penn Trust reported a distributable amount of $140 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Lisa Fonssagrives-penn Trust's EIN?

The Lisa Fonssagrives-penn Trust's EIN (Employer Identification Number) is 13-7024539. 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.

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