EIN 13-7184401

The Leona M and Harry B Helmsley Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
100
Year formed
2000
Most recent tax filings
2023-03-01
NTEE code, primary
Description
The Leona M. and Harry B. Helmsley Charitable Trust supports a wide range of organizations with a major focus on health and medical research, in addition to conservation, education, social services, and cultural access.
Total revenues
$629,133,449
2023
Total expenses
$534,910,918
2023
Total assets
$7,256,835,636
2023
Num. employees
100
2023

Program areas at The Leona M and Harry B Helmsley Charitable Trust

For The production of video and other design support to communicate impact in furtherance of The foundation's mission.
For technical support to grantees to meet their strategic and communications needs to drive further impact of their Charitable work.
For convening experts to explore program priorities, share research and ideas, and brainstorm new areas of impact in support of The foundation's mission.
Pri loan interest earned through strategic philanthropic investments
Write off of accrued interest on uncollectible pri

Grants made by The Leona M and Harry B Helmsley Charitable Trust

GranteeGrant descriptionAmount
The End FundNeglected Tropical Disease: Reaching the Last Mile$22,500,000
Engineering Ministries International USA (EMI)Alaska Wash Project$7,020,410
Professional Nurses Chapter of the Brigham and Women's HospitalPen-Plus Expansion$5,661,004
...and 313 more grants made totalling $238,605,184

Personnel at The Leona M and Harry B Helmsley Charitable Trust

NameTitleCompensation
Sarah PaulChief Executive Officer$747,100
Joshua FentonChief Investment Officer$962,255
Nicholas SchiavoChief Financial Officer$413,802
Laurie ChurchillProgram Officer / General Management
Al Y KimDirector of Investments$952,777
...and 19 more key personnel

Financials for The Leona M and Harry B Helmsley Charitable Trust

RevenuesFYE 03/2023
Total grants, contributions, etc.$1,000
Investment income and dividends$58,263,684
Net rental income$0
Net gain from sale of non-inventory assets$533,646,105
Gross sales of inventory$0
Miscellaneous revenues$37,222,660
Total revenues$629,133,449

Form 990s for The Leona M and Harry B Helmsley Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2023-032024-02-06990PFView PDF
2022-032023-02-07990PFView PDF
2021-032022-02-09990PFView PDF
2020-032021-05-11990PFView PDF
2019-032020-06-26990PRView PDF
...and 8 more Form 990s

Organizations like The Leona M and Harry B Helmsley Charitable Trust

OrganizationLocationRevenue
Novo FoundationKingston, NY$332,640,783
Gordon E and Betty I Moore FoundationPalo Alto, CA$654,188,442
Peter and Carmen Lucia Buck Foundation (PCLB)New York, NY$205,282,218
Andrew W. Mellon FoundationNew York, NY$320,667,704
M J Murdock Charitable TrustVancouver, WA$199,263,770
Surdna FoundationNew York, NY$193,448,000
Barr FoundationBoston, MA$269,268,699
Patterson Family FoundationKansas City, MO$1,174,628,172
Robert M Beren Family FoundationWichita, KS$487,312,365
Houston EndowmentHouston, TX$188,440,163
Data update history
June 1, 2024
Posted financials
Added Form 990PF for fiscal year 2023
May 19, 2024
Used new vendors
Identified 3 new vendors, including , , and
July 5, 2023
Used new vendors
Identified 2 new vendors, including , and
June 23, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 18, 2023
Posted financials
Added Form 990PF for fiscal year 2022
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsAccepts online donations
General information
Address
230 Park Ave 659
New York, NY 10169
Metro area
New York-Newark-Jersey City, NY-NJ-PA
County
New York County, NY
Website URL
helmsleytrust.org/ 
Phone
(212) 679-3600
Twitter profile
@helmsleytrust 
IRS details
EIN
13-7184401
Fiscal year end
March
Taxreturn type
Form 990-PF
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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