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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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