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    3. Susan Simon Lotierzo Charitable Trust

    Susan Simon Lotierzo Charitable Trust

    ActivoPhilanthropy & VoluntarismFinancia Individuos
    E SYRACUSE, NY3154726683EIN: 27-67151893 declaraciones registradas

    About Susan Simon Lotierzo Charitable Trust

    The Susan Simon Lotierzo Charitable Trust concentrates its modest philanthropic support on higher education institutions, primarily funding universities for scholarship and general charitable purposes. Grants are few and targeted, with multiple gifts to Penn State alongside one-off awards to major New York-area universities. The foundation appears to prioritize postsecondary education and student support rather than broad community services.

    Focus Areas

    University scholarship support / student financial aidGeneral charitable support to major research universitiesHigher education institutions in New York and neighboring states

    Who They Fund

    students/scholars seeking scholarshipsgeneral public/communities as unspecified charitable beneficiaries

    Giving Approach

    Small number of targeted grants (4 total) with a majority of dollars going to a handful of universities; includes repeat funding to Penn State, indicating a preference for concentrated, institution-focused giving rather than many small community grants.

    Funding Style

    scholarship/grantmaking

    Financial Snapshot

    Annual Giving

    $31K

    Total Assets

    $21K

    Total Revenue

    $18K

    Total Expenses

    $19K

    Typical Grant Size

    Most grants fall between $400 and $2K, with a median of $2K.

    25th Percentile

    $400

    Median

    $2K

    75th Percentile

    $2K

    Geographic Reach

    Regional4 states funded

    About 59% of grants go to recipients in NY.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

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    Política de privacidadTérminos de servicioEstado del sistema
    direct financial assistance
    general charitable support

    Notable grantees: Penn State University, SUNY–Buffalo, Cornell University

    Topics

    higher education scholarshipsstudent financial aideducational access and opportunitybroad charitable purposes (unspecified)
    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    PENN STATE UNIVERSITYUNIVERSITY PARK, PA$7,0002025CHARITABLE PURPOSES
    CORNELL UNIVERSITYITHACA, NY$2,0002025CHARITABLE PURPOSES
    US HOLOCAUST MEMORIAL MUSEUMWASHINGTON, DC$1,8002025CHARITABLE PURPOSES
    SYR CNTR PEACE & SOCIAL JUSTICESYRACUSE, NY$1,0002025CHARITABLE PURPOSES
    PEACE ACTION OF CNY-EDUCATION FUNDSYRACUSE, NY$2002025CHARITABLE PURPOSE
    PENN STATE UNIVERSITYUNIVERSITY PARK, PA$6,8002024CHARITABLE PURPOSES
    CORNELL UNIVERSITYITHACA, NY$1,8002024CHARITABLE PURPOSES
    US HOLOCAUST MEMORIAL MUSEUMWASHINGTON, DC$1,5002024CHARITABLE PURPOSES
    SYR CNTR PEACE & SOCIAL JUSTICESYRACUSE, NY$5002024CHARITABLE PURPOSES
    PEACE ACTION OF CNY-EDUCATION FUNDSYRACUSE, NY$2002024CHARITABLE PURPOSE
    SUNY-BUFFALOBUFFALO, NY$3,5002023SCHOLARSHIP PURPOSE
    CORNELL UNIVERSITYITHACA, NY$1,5002023CHARITABLE PURPOSES
    PENN STATE UNIVERSITYUNIVERSITY PARK, PA$1,5002023CHARITABLE PURPOSES
    US HOLOCAUST MEMORIAL MUSEUMWASHINGTON, DC$1,0002023CHARITABLE PURPOSES
    SYR CNTR PEACE & SOCIAL JUSTICESYRACUSE, NY$4002023CHARITABLE PURPOSES
    RHODE ISLAND COLLEGEPROVIDENCE, RI$2002023CHARITABLE PURPOSES
    PEACE ACTION OF CNY-EDUCATION FUNDSYRACUSE, NY$1002023CHARITABLE PURPOSE

    PENN STATE UNIVERSITY

    $7,000
    UNIVERSITY PARK, PA2025

    CHARITABLE PURPOSES

    CORNELL UNIVERSITY

    $2,000
    ITHACA, NY2025

    CHARITABLE PURPOSES

    US HOLOCAUST MEMORIAL MUSEUM

    $1,800
    WASHINGTON, DC2025

    CHARITABLE PURPOSES

    SYR CNTR PEACE & SOCIAL JUSTICE

    $1,000
    SYRACUSE, NY2025

    CHARITABLE PURPOSES

    PEACE ACTION OF CNY-EDUCATION FUND

    $200
    SYRACUSE, NY2025

    CHARITABLE PURPOSE

    PENN STATE UNIVERSITY

    $6,800
    UNIVERSITY PARK, PA2024

    CHARITABLE PURPOSES

    CORNELL UNIVERSITY

    $1,800
    ITHACA, NY2024

    CHARITABLE PURPOSES

    US HOLOCAUST MEMORIAL MUSEUM

    $1,500
    WASHINGTON, DC2024

    CHARITABLE PURPOSES

    SYR CNTR PEACE & SOCIAL JUSTICE

    $500
    SYRACUSE, NY2024

    CHARITABLE PURPOSES

    PEACE ACTION OF CNY-EDUCATION FUND

    $200
    SYRACUSE, NY2024

    CHARITABLE PURPOSE

    SUNY-BUFFALO

    $3,500
    BUFFALO, NY2023

    SCHOLARSHIP PURPOSE

    CORNELL UNIVERSITY

    $1,500
    ITHACA, NY2023

    CHARITABLE PURPOSES

    PENN STATE UNIVERSITY

    $1,500
    UNIVERSITY PARK, PA2023

    CHARITABLE PURPOSES

    US HOLOCAUST MEMORIAL MUSEUM

    $1,000
    WASHINGTON, DC2023

    CHARITABLE PURPOSES

    SYR CNTR PEACE & SOCIAL JUSTICE

    $400
    SYRACUSE, NY2023

    CHARITABLE PURPOSES

    RHODE ISLAND COLLEGE

    $200
    PROVIDENCE, RI2023

    CHARITABLE PURPOSES

    PEACE ACTION OF CNY-EDUCATION FUND

    $100
    SYRACUSE, NY2023

    CHARITABLE PURPOSE