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Private foundation (trust)EIN 476798507Est. 2015-05

LILLIE NATHAN AND SALLY HELFMAN MEMORIAL CHARITABLE TRUST

NEW YORK, NY 10022

Total Assets

$391K

FY 2024

Annual Giving

$25K

FY 2024

Grants Made

5

FY 2024

Avg Grant

$5K

FY 2024

Grant Range

$5K–$5K

Typical

Deadlines

Applications

Programs & Activities

Program 1

$5K

Foundation distributes funds to five charitable beneficiaries - see page 11, part xv, item 3 the jewish museum-explore art & culture from ancient to modern times

Program 2

$5K

The americian comm for the weizmann institute of science -for science for the benefit of humanity

Program 3

$5K

Lucy moses school-offers classes and lessons in music, dance and theater for children, teens and adults at all levels of skill and experience

Program 4

$5K

Columbia university provider of graduate and undergraduate education

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$11K

Total Expenses

$43K

Qualifying Distributions

$25K

Distributable Amount

$21K

Min. Investment Return

$21K

Undistributed Income

$21K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $75K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

25 grants

LUCY MOSES SCHOOL
$37K
5 grants
THE JEWISH MUSEUM
$37K
5 grants
THE AMERICIAN COMM FOR THE WEIZMANN
$37K
5 grants
COLUMBIA UNIVERSITY
$37K
5 grants
BRANDEIS UNIVERSITY CENTER FOR JEWI
$37K
5 grants

Grant Size Distribution

25 grants

<$10K
20
grants
$10–50K
5
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

New York
$148K
80% of total
Massachusetts
$37K
20% of total

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