Lillie Nathan and Sally Helfman Memorial Charitable Trust
Lillie Nathan and Sally Helfman Memorial Charitable Trust is a private foundation, based in New York, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $430K in total assets. In 2024, it awarded 5 grants totaling $25K.
Lillie Nathan and Sally Helfman Memorial Charitable Trust at a glance
In short: Lillie Nathan and Sally Helfman Memorial Charitable Trust gave $25K across 5 grants in 2024 (avg $5K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $25,000
- +0.0% vs 2023
- Grants made (2024)
- 5
- +0.0% vs 2023
- Average grant
- $5,000
- +0.0% vs 2023
- Median grant
- $5,000
- Total assets
- $430,194
- -9.9% vs 2023
- Primary geography
- New York (80% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Lillie Nathan and Sally Helfman Memorial Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was The Jewish Museum ($5K). Together the top 5 received $25K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
States
Cities
How Lillie Nathan and Sally Helfman Memorial Charitable Trust gives
- Giving fell 25% from 2021 to 2024. Method
- In 2024 it paid out 122% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $25K (2023) to $75K (2020). In 2024 it made 5 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Jewish Museum New York, NY | Art exhibitions thatexplore art & culture fromancient to modern times | $5,000 |
| The Americian Comm for the Weizmann New York, NY | Science for Thebenefit of Humanity | $5,000 |
| Lucy Moses School New York, NY | Offers classes & lessons in music,dance & theater for children, teens &adults at all levels of skill & experience | $5,000 |
| Columbia University New York, NY | Provider of Graduateundergraduateeducation | $5,000 |
| Brandeis University Center for Jewi Waltham, MA | Provider of Graduateundergraduateeducation | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $430,194 | $10,765 | $42,878 | $25,000 | 5 | $25,000 | — | $20,536 |
| 2023 | $477,449 | $12,316 | $40,133 | $25,000 | 5 | $25,000 | $1,488 | $22,306 |
| 2022 | $505,266 | $11,214 | $34,696 | $27,183 | 5 | $27,183 | $9,770 | $24,151 |
| 2021 | $528,748 | $22,168 | $40,647 | $33,153 | 5 | $33,153 | $14,674 | $28,227 |
| 2020 | $547,227 | $22,778 | $109,641 | $75,000 | 5 | — | — | $33,153 |
Under IRS private-foundation payout rules, Lillie Nathan and Sally Helfman Memorial Charitable Trust reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lillie Nathan and Sally Helfman Memorial Charitable Trust is led by Cindy Helfman, Trustee on every filing since 2020 — the only officer listed, and compensated.
Officers on the 2024 filing
Cindy Helfman
Trustee
On filings since 2020
1 hr/week
$3K (2023) → $1K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $1K, to Cindy Helfman (Trustee).
Frequently asked questions about Lillie Nathan and Sally Helfman Memorial Charitable Trust
How much does Lillie Nathan and Sally Helfman Memorial Charitable Trust give each year?
Lillie Nathan and Sally Helfman Memorial Charitable Trust gave $25K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $25K across 5 grants.
What is Lillie Nathan and Sally Helfman Memorial Charitable Trust's typical grant size?
Lillie Nathan and Sally Helfman Memorial Charitable Trust's median grant in 2024 was $5,000, and its average grant was $5,000, across 5 grants on its 2024 IRS Form 990-PF.
Where does Lillie Nathan and Sally Helfman Memorial Charitable Trust give grants?
Lillie Nathan and Sally Helfman Memorial Charitable Trust gives mostly in New York: 80% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (20%). The most frequent recipient cities were New York, NY (4 grants).
Does Lillie Nathan and Sally Helfman Memorial Charitable Trust give general operating support?
Not in 2024: none of the 5 grants with a stated purpose on Lillie Nathan and Sally Helfman Memorial Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support.
Who are Lillie Nathan and Sally Helfman Memorial Charitable Trust's largest grantees?
Lillie Nathan and Sally Helfman Memorial Charitable Trust's largest 2024 grantees include The Jewish Museum ($5,000), The Americian Comm for the Weizmann ($5,000) and Lucy Moses School ($5,000), according to its 2024 IRS Form 990-PF. Together they received 60% of its itemized 2024 grant dollars.
How large is Lillie Nathan and Sally Helfman Memorial Charitable Trust?
Lillie Nathan and Sally Helfman Memorial Charitable Trust reported $430K in total assets on its 2024 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).
What is Lillie Nathan and Sally Helfman Memorial Charitable Trust's EIN?
Lillie Nathan and Sally Helfman Memorial Charitable Trust's EIN (Employer Identification Number) is 47-6798507. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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