Helen P Lefevre Charitable Trust
Helen P Lefevre Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $2.5M in total assets. In 2026, it awarded 4 grants totaling $120K. Net investment income was $313K.
Key facts about Helen P Lefevre Charitable Trust
In short: Helen P Lefevre Charitable Trust gave $120K across 4 grants in 2026 (avg $30K), mostly in New York. Source: 2026 IRS Form 990-PF.
- EIN
- 03-6087553
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $120,032
- Grants made (2026)
- 4
- Average grant
- $30,008
- Median grant
- $30,008
- Total assets
- $2,472,091
- Primary geography
- New York (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$2.5M
+13.5% YoY
Annual Giving
$120K
+6.5% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$30K
+6.5% YoY
Under IRS private-foundation payout rules, Helen P Lefevre Charitable Trust reported a distributable amount of $139K for 2026 — the minimum it must pay out in qualifying distributions.
How Helen P Lefevre Charitable Trust gives
- Giving grew 25% from 2023 to 2026. Method
- In 2026 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $96K (2023) to $137K (2022). In 2026 it made 4 grants totaling $120K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was New York Easter Seal Society ($30K). Together the top 4 received $120K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New York Easter Seal Society New York, NY | Unrestricted General | $30,008 |
| Boys & Girls Club of Schenectady Schenectady, NY | Unrestricted General | $30,008 |
| Girls Inc of Schenectady Schenectady, NY | Unrestricted General | $30,008 |
| Northeast Parent & Child Society Schenectady, NY | Unrestricted General | $30,008 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $2,472,091 | $2,178,737 | $2,140,678 |
| Revenue | $338,683 | $216,360 | $78,848 |
| Expenses | $160,638 | $153,260 | $141,310 |
| Qualifying Distributions | $134,805 | $126,084 | $120,374 |
| Net Investment Income | $313,355 | $191,099 | $52,286 |
| Distributable Amount | $139,312 | $128,017 | $118,515 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Helen P Lefevre Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$20K (2022) → $36K (2026)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $36K, to Bank of America (Trustee).
Frequently asked questions about Helen P Lefevre Charitable Trust
How much does Helen P Lefevre Charitable Trust give each year?
Helen P Lefevre Charitable Trust gave $120K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $113K across 4 grants.
What is Helen P Lefevre Charitable Trust's typical grant size?
Helen P Lefevre Charitable Trust's median grant in 2026 was $30,008, and its average grant was $30,008, across 4 grants on its 2026 IRS Form 990-PF.
Where does Helen P Lefevre Charitable Trust give grants?
Helen P Lefevre Charitable Trust gives mostly in New York: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Schenectady, NY (3 grants).
Does Helen P Lefevre Charitable Trust give general operating support?
Yes: 100% of Helen P Lefevre Charitable Trust's 2026 grants with a stated purpose (4 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Helen P Lefevre Charitable Trust?
Helen P Lefevre Charitable Trust reported $2.5M in total assets on its 2026 IRS Form 990-PF. It paid out $135K in qualifying distributions that year, against a required minimum of $139K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Helen P Lefevre Charitable Trust's EIN?
Helen P Lefevre Charitable Trust's EIN (Employer Identification Number) is 03-6087553. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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