Helen P Lefevre Charitable Trust

Foundation · Grantmaker DALLAS, TX EIN: 03-6087553

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

+0.0% YoY

Avg Grant Size

$28K

+4.1% YoY

Under IRS private-foundation payout rules, Helen P Lefevre Charitable Trust reported a distributable amount of $128K for 2025 — the minimum it must pay out in qualifying distributions.

About Helen P Lefevre Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $552K (100%)

States

New York

Cities

New YorkSchenectady

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2025 grants, the largest include New York Easter Seal Society ($28,165), Boys & Girls Club of Schenectady ($28,165), Girls Inc of Schenectady ($28,165).

Recipient	Purpose	Amount
NEW YORK EASTER SEAL SOCIETY NEW YORK, NY	UNRESTRICTED GENERAL	$28,165
BOYS & GIRLS CLUB OF SCHENECTADY SCHENECTADY, NY	UNRESTRICTED GENERAL	$28,165
GIRLS INC OF SCHENECTADY SCHENECTADY, NY	UNRESTRICTED GENERAL	$28,165
NORTHEAST PARENT & CHILD SOCIETY SCHENECTADY, NY	UNRESTRICTED GENERAL	$28,165

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

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Helen P Lefevre Charitable Trust?

Helen P Lefevre Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.2M in total assets as of 2025.

How large is Helen P Lefevre Charitable Trust?

As of 2025, Helen P Lefevre Charitable Trust holds $2.2M in total assets with $216K in annual revenue. It awarded 4 grants totaling $113K in 2025.

Where does Helen P Lefevre Charitable Trust operate?

Helen P Lefevre Charitable Trust has awarded grants in New York.

What size grants does Helen P Lefevre Charitable Trust award?

In 2025, Helen P Lefevre Charitable Trust awarded 4 grants totaling $113K — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Helen P Lefevre Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Helen P Lefevre Charitable Trust reported a distributable amount of $128K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2025.