Helen P Lefevre Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 4 grants totaling $113K. Net investment income was $191K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.2M
+1.8% YoY
Annual Giving
$113K
+4.1% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$28K
+4.1% YoY
About Helen P Lefevre Charitable Trust
Based on IRS filings
Helen P Lefevre Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.2M in total assets. In 2025, it awarded 4 grants totaling $113K. Net investment income was $191K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,178,737 | $2,140,678 | $2,156,189 |
| Revenue | $216,360 | $78,848 | $-55,036 |
| Expenses | $153,260 | $141,310 | $130,115 |
| Qualifying Distributions | $126,084 | $120,374 | $104,512 |
| Net Investment Income | $191,099 | $52,286 | $30,774 |
| Distributable Amount | $128,017 | $118,515 | $111,932 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $32,401 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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