Suzanne H Lee Trust Xxxxx4005
EIN 166016523Total Given 2021–2025
$136K
23 grants · $27K avg/year
based on 5 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$3K
typical micro grants · $2K–$11K
grant size
88%
deep partner · 7/8 multi-year
repeat
$992K
Assets (2025)
8
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
ROBIN L NELSON-JPMORGAN CHASE BANK
Phone
(800) 496-2583
Deadlines
NONE
How to Apply
A LETTER CONTAINING THE AMOUNT REQUESTED, THE BUDGET FOR THE REQUEST, AND CONTACT INFORMATION AT THE CHARITABLE ORGANIZATION. ALSO, A COPY OF THE ORGANIZATION'S IRC SEC 501(C)(3) STATUS LETTER
Restrictions
GRANT REQUESTS ARE ACCEPTED FROM ORGANIZATIONS PROVIDING MEDICAL SERVICES, EDUCATIONAL SERVICES AND PHYSICAL, MENTAL OR MORAL REHAB. THE ORGANIZATION CAN PROVIDE SERVICE TO BOTH ADULTS AND CHILDREN
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $32K | $943K | $47K | 6 |
| 2022 | $36K | $774K | $34K | 5 |
| 2024 | $32K | $933K | $24K | 6 |
| 2025 | $36K | $992K | $45K | 6 |
Grant Size Distribution
Based on 23 grants on record
Minimum
$1K
25th Pctl
$2K
Median
$3K
Average
$6K
75th Pctl
$11K
Maximum
$15K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
4+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
4+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
4+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
4+ yrs
Trustee
Grants Awarded (23 total)
| Purpose | ||||
|---|---|---|---|---|
| Dimitri House Inc | Rochester, NY | $15,000 | GENERAL | 2025 |
| Dimitri House Inc | Rochester, NY | $15,000 | GENERAL | 2022 |
| East House Corporation | Rochester, NY | $12,000 | GENERAL | 2024 |
| East House Corporation | Rochester, NY | $12,000 | GENERAL | 2022 |
| Dimitri House Inc | Rochester, NY | $11,000 | GENERAL | 2021 |
| East House Corporation | Rochester, NY | $11,000 | GENERAL | 2021 |
| Dimitri House Inc | Rochester, NY | $11,000 | GENERAL | 2024 |
| East House Corporation | Rochester, NY | $9,790 | GENERAL | 2025 |
| Brockport Central School | Brockport, NY | $6,000 | GENERAL | 2025 |
| Junior Achievement of Central | Rochester, NY | $3,455 | GENERAL | 2024 |
| Junior Achievement of Central | Rochester, NY | $3,198 | GENERAL | 2022 |
| Brockport Central School | Brockport, NY | $3,000 | GENERAL | 2021 |
| Brockport Central School | Brockport, NY | $3,000 | GENERAL | 2024 |
| Brockport Central School | Brockport, NY | $3,000 | GENERAL | 2022 |
| Starbridge Services Inc | Rochester, NY | $3,000 | GENERAL | 2022 |
| Junior Achievement of Central | Rochester, NY | $2,539 | GENERAL | 2021 |
| Center for Youth Services Inc | Rochester, NY | $2,000 | GENERAL | 2021 |
| Starbridge Services Inc | Rochester, NY | $2,000 | GENERAL | 2021 |
| Homesteads for Hope Inc | Rochester, NY | $2,000 | GENERAL | 2025 |
| Junior Achievement of Central | Rochester, NY | $2,000 | GENERAL | 2025 |
| Homesteads for Hope Inc | Rochester, NY | $1,971 | GENERAL | 2024 |
| Seymour Library | Brockport, NY | $1,500 | GENERAL | 2025 |
| Seymour Library | Brockport, NY | $1,000 | GENERAL | 2024 |