Lillie Nathan and Sally Helfman Memorial Charitable Trust
Lillie Nathan and Sally Helfman Memorial Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$430K
-9.9% YoY
Annual Giving
$25K
+0.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$5K
+0.0% YoY
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.
About Lillie Nathan and Sally Helfman Memorial Charitable Trust
Based on IRS filings
Lillie Nathan and Sally Helfman Memorial Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $430,194 | $477,449 | $505,266 |
| Revenue | $10,765 | $12,316 | $11,214 |
| Expenses | $42,878 | $40,133 | $34,696 |
| Qualifying Distributions | $25,000 | $25,000 | $27,183 |
| Net Investment Income | — | $1,488 | $9,770 |
| Distributable Amount | $20,536 | $22,306 | $24,151 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Jewish Museum ($5,000), The Americian Comm for the Weizmann ($5,000), Lucy Moses School ($5,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CINDY HELFMAN | TRUSTEE | 1 | $1,069 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lillie Nathan and Sally Helfman Memorial Charitable Trust?
Lillie Nathan and Sally Helfman Memorial Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $430K in total assets as of 2024.
How large is Lillie Nathan and Sally Helfman Memorial Charitable Trust?
As of 2024, Lillie Nathan and Sally Helfman Memorial Charitable Trust holds $430K in total assets with $11K in annual revenue. It awarded 5 grants totaling $25K in 2024.
Where does Lillie Nathan and Sally Helfman Memorial Charitable Trust operate?
Lillie Nathan and Sally Helfman Memorial Charitable Trust has awarded grants in Massachusetts, New York.
What size grants does Lillie Nathan and Sally Helfman Memorial Charitable Trust award?
In 2024, Lillie Nathan and Sally Helfman Memorial Charitable Trust awarded 5 grants totaling $25K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Lillie Nathan and Sally Helfman Memorial Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lillie Nathan and Sally Helfman Memorial Charitable Trust reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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