Susan Simon Lotierzo Charitable Trust
EIN 276715189Total Given 2016–2024
$78K
48 grants · $9K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$550
typical micro grants · $400–$2K
grant size
75%
deep partner · 6/8 multi-year
repeat
$21K
Assets (2024)
8
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(315) 472-6683
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $8K | $14K | $16K | 6 |
| 2017 | $10K | $16K | $18K | 7 |
| 2018 | $8K | $23K | $21K | 6 |
| 2019 | N/A | $23K | $17K | N/A |
| 2020 | $10K | $23K | $17K | 6 |
| 2021 | $11K | $22K | $17K | 6 |
| 2022 | $8K | $23K | $16K | 7 |
| 2023 | $11K | $23K | $17K | 5 |
| 2024 | $12K | $21K | $18K | 5 |
Grant Size Distribution
Based on 48 grants on record
Minimum
$100
25th Pctl
$400
Median
$550
Average
$2K
75th Pctl
$2K
Maximum
$8K
Geographic Distribution
Officers & Directors
DH
David Hensel
9+ yrs
Trustee
DH
David Hensel
9+ yrs
Trustee
DH
David Hensel
9+ yrs
Trustee
DH
David Hensel
9+ yrs
Trustee
DH
David Hensel
9+ yrs
Trustee
DH
David Hensel
9+ yrs
Trustee
SL
Susan Simon Lotierzo
3 yrs
Trustee
DH
David Hensel
9+ yrs
Trustee
SL
Susan Simon Lotierzo
3 yrs
Trustee
DH
David Hensel
9+ yrs
Trustee
DH
David Hensel
9+ yrs
Trustee
SL
Susan Simon Lotierzo
3 yrs
Trustee
Grants Awarded (48 total)
| Purpose | ||||
|---|---|---|---|---|
| Suny-Buffalo | Buffalo, NY | $7,500 | CHARITABLE PURPOSE | 2017 |
| Suny-Buffalo | Buffalo, NY | $7,000 | SCHOLARSHIP PURPOSE | 2020 |
| Suny-Buffalo | Buffalo, NY | $7,000 | SCHOLARSHIP PURPOSE | 2021 |
| Penn State University | University Park, PA | $7,000 | CHARITABLE PURPOSES | 2024 |
| Penn State University | University Park, PA | $6,800 | CHARITABLE PURPOSES | 2023 |
| Suny-Buffalo | Buffalo, NY | $6,000 | CHARITABLE PURPOSE | 2018 |
| Suny-Buffalo | Buffalo, NY | $6,000 | CHARITABLE PURPOSE | 2016 |
| Suny-Buffalo | Buffalo, NY | $3,500 | SCHOLARSHIP PURPOSE | 2022 |
| Cornell University | Ithaca, NY | $2,000 | CHARITABLE PURPOSES | 2024 |
| Cornell University | Ithaca, NY | $1,800 | CHARITABLE PURPOSES | 2023 |
| Us Holocaust Memorial Museum | Washington, DC | $1,800 | CHARITABLE PURPOSES | 2024 |
| Us Holocaust Memorial Museum | Washington, DC | $1,500 | CHARITABLE PURPOSES | 2023 |
| Cornell University | Ithaca, NY | $1,500 | CHARITABLE PURPOSES | 2022 |
| Penn State University | University Park, PA | $1,500 | CHARITABLE PURPOSES | 2022 |
| Cornell University | Ithaca, NY | $1,300 | CHARITABLE PURPOSES | 2021 |
| Cornell University | Ithaca, NY | $1,200 | CHARITABLE PURPOSES | 2020 |
| Penn State University | University Park, PA | $1,000 | CHARITABLE PURPOSES | 2020 |
| Penn State University | University Park, PA | $1,000 | CHARITABLE PURPOSES | 2021 |
| Syr Cntr Peace & Social Justice | Syracuse, NY | $1,000 | CHARITABLE PURPOSES | 2024 |
| Us Holocaust Memorial Museum | Washington, DC | $1,000 | CHARITABLE PURPOSES | 2022 |
| Us Holocaust Memorial Museum | Washington, DC | $800 | CHARITABLE PURPOSES | 2021 |
| Us Holocaust Memorial Museum | Washington, DC | $700 | CHARITABLE PURPOSES | 2020 |
| Cornell University | Ithaca, NY | $600 | CHARITABLE PURPOSES | 2018 |
| Penn State University | University Park, PA | $600 | CHARITABLE PURPOSES | 2018 |
| Us Holocaust Memorial Museum | Washington, DC | $500 | CHARITABLE PURPOSES | 2018 |