EIN 13-7184401

The Leona M and Harry B Helmsley Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
117
Year formed
2000
Most recent tax filings
2024-03-01
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
$385,228,530
2024
Total expenses
$600,086,342
2024
Total assets
$7,300,077,622
2024
Num. employees
117
2024

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

For The production of website, 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
Shaare Zedek Medical Center (SZMC)Linear Accelerators for the Radiotherapy Institute$5,200,000
Shaare Zedek Medical Center (SZMC)Development of the Helmsley Surgical Wing$5,000,000
St Rose Dominican Health FoundationDignity Health - ST. Rose Dominican - Siena Campus Ecmo Program$4,925,243
...and 322 more grants made totalling $227,043,415

Personnel at The Leona M and Harry B Helmsley Charitable Trust

NameTitleCompensation
Sarah PaulChief Executive Officer$918,521
Joshua FentonChief Investment Officer$794,891
Nicholas J SchiavoChief Financial Officer$472,114
Laurie ChurchillProgram Officer / General Management
Al Y KimDirector of Investments$735,817
...and 18 more key personnel

Financials for The Leona M and Harry B Helmsley Charitable Trust

RevenuesFYE 03/2024
Total grants, contributions, etc.$20,000,000
Investment income and dividends$71,114,689
Net rental income$0
Net gain from sale of non-inventory assets$234,703,900
Gross sales of inventory$0
Miscellaneous revenues$59,409,941
Total revenues$385,228,530

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

Fiscal year endingDate received by IRSFormPDF link
2024-032025-01-28990PFView PDF
2023-032024-02-06990PFView PDF
2022-032023-02-07990PFView PDF
2021-032022-02-09990PFView PDF
2020-032021-05-11990PFView PDF
...and 9 more Form 990s

Organizations like The Leona M and Harry B Helmsley Charitable Trust

OrganizationLocationRevenue
The Moody FoundationGalveston, TX$162,839,323
Peter and Carmen Lucia Buck Foundation (PCLB)New York, NY$331,422,950
Bezos Family FoundationSeattle, WA$225,014,722
Hunter Family FoundationChicago, IL$234,140,854
Walton Family FoundationBentonville, AR$872,237,914
The Robert D and Patricia E Kern Family FoundationWaukesha, WI$170,205,304
Heising Simons FoundationLos Altos, CA$152,079,826
John Templeton FoundationWest Conshohocken, PA$175,754,080
Patterson Family FoundationKansas City, MO$1,174,628,172
Mcelhattan FoundationPittsburgh, PA$152,882,594
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 foundationsFamily 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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