Suzanne H Lee Trust
- Assets
- $560.6k
- Revenue
- $23.6k
- Investments
- $551.6k
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 08/1972
- Data as of
- 08/2024
- EIN
- 16-6016523
Organization Overview
Suzanne H Lee Trust is located in Chicago, IL. The organization was established in 1972. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Suzanne H Lee Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2024, Suzanne H Lee Trust generated $23.6k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (15.9%) each year. All expenses for the organization totaled $49.1k during the year ending 08/2024. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Suzanne H Lee Trust has awarded 22 individual grants totaling $136,402. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $22,043 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,582 |
| Capital Gain Net Income | $1,582 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $23,625 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $15,382 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,204 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $100 |
| Total operating and administrative expenses | $16,686 |
| Contributions, gifts, grants paid | $32,426 |
| Total expenses and disbursements | $49,112 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $526 |
| Savings and temporary cash investments | $8,437 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $42,093 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $560,592 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Suzanne H Lee Trust has awarded $32,426 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
SEYMOUR LIBRARY PURPOSE: GENERAL | $1,000 |
DIMITRI HOUSE INC PURPOSE: GENERAL | $11,000 |
HOMESTEADS FOR HOPE INC PURPOSE: GENERAL | $1,971 |
BROCKPORT CENTRAL SCHOOL PURPOSE: GENERAL | $3,000 |
EAST HOUSE CORPORATION PURPOSE: GENERAL | $12,000 |
JUNIOR ACHIEVEMENT OF CENTRAL PURPOSE: GENERAL | $3,455 |