Robert E Lee Testamentary Tr Xxxxx2001
EIN 396642632Total Given 2018–2023
$233K
5 grants · $39K avg/year
based on 6 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$9K
typical small grants · $9K–$9K
grant size
50%
supporter · 1/2 multi-year
repeat
$217K
Assets (2022)
2
Distinct Recipients
About
THE NEW HORIZONS UNITED METHODIST CHURCH, WHICH WAS THE BENEFICIARY OF THE TRUST, HAS CLOSED. THE ACCOUNT NOW TERMINATES AND DISTRIBUTES ASSETS TO THE AMERICAN BIBLE SOCIETY. TERMINATING DISTRIBUTION WAS MADE ON 12/13/2022 AND 1/24/2023 IN THE AMOUNT OF $198,969.72.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $8K | $201K | $14K | 1 |
| 2019 | $9K | $191K | $12K | 1 |
| 2021 | $9K | $214K | $14K | 1 |
| 2022 | $9K | $217K | $22K | 1 |
| 2023 | $199K | $0 | $-412 | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$8K
25th Pctl
$9K
Median
$9K
Average
$47K
75th Pctl
$9K
Maximum
$199K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JC
Jp Morgan Chase
Trustee
JC
Jp Morgan Chase
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| American Bible Society | Philadelphia, PA | $198,970 | GENERAL | 2023 |
| New Horizons United Methodist Churc | Wittenberg, WI | $8,714 | GENERAL | 2022 |
| New Horizons United Methodist Churc | Wittenberg, WI | $8,599 | GENERAL | 2021 |
| New Horizons United Methodist Churc | Wittenberg, WI | $8,535 | GENERAL | 2019 |
| New Horizons United Methodist Churc | Wittenberg, WI | $8,478 | GENERAL | 2018 |