Cause IQ organization profile

The Leona M and Harry B Helmsley Charitable Trust

Form 990s | Financials | Vendors | Personnel | Peers

The Leona M and Harry B Helmsley Charitable Trust is a private foundation based in New York, NY that was founded in 2000. As of 2016 they had $191 million in revenue and $5.2 billion in assets.

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.

Fiscal year end:
Revenue trends:
Asset trends:

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

Fiscal year endingDate received by IRSFormPDF link
2019-03Jun 26, 2020990PRView PDF
2018-03Mar 26, 2019990PFView PDF
2017-03Mar 11, 2019990PFView PDF
2016-03Feb 10, 2017990PFView PDF
2015-03Feb 18, 2016990PFView PDF
...and four more Form 990 PDFs

Financials for The Leona M and Harry B Helmsley Charitable Trust

Total grants, contributions, etc.$30,000,000
Program services
Investment income and dividends$24,713,135
Tax-exempt bond proceeds
Royalty revenue
Net rental income$0
Net gain from sale of non-inventory assets$113,815,937
Net income from fundraising events
Net income from gaming activities
Net income from sales of inventory
Miscellaneous revenues$22,974,300
Total revenues$191,503,372

Vendors for The Leona M and Harry B Helmsley Charitable Trust

VendorServicesAmount paidDate
Microsoft ServicesSoftware2020-02-28
██████Content management system software2020-02-24
██████Fundraising software2020-02-24
███████ ███ ████Fundraising software; Payment processing2020-02-24
█████████Marketing software2020-02-24
███████ █████ ██████████Investment Management$2,677,6422017-02-10
███ ████████ ███████ ███Tax accounting2017-02-10
████████ ████████ ████ ███ ███ ██████ █████ ██Investment Management$1,681,7372017-02-10
...and two more vendors

Personnel at The Leona M and Harry B Helmsley Charitable Trust

NameTitleCompensationMost recent data
Catherine JessupChief Financial Officer-May 3, 2018
Rosalind M. HewsenianChief Investment Officer-May 3, 2018
██████ █████████General Management-Aug. 21, 2020
██ ███Director of Investments-May 3, 2018
█████ █████Director of Financial Planning and Analysis-May 3, 2018
█████ ██████Director of Information Technology-May 3, 2018
███████ ██████████Program Director , Crohn's Disease-May 3, 2018
████ █████████████Program Director-May 10, 2018
███████ ████████Program Director , Rural Healthcare-May 3, 2018
...and one more key personnel

Peer private foundations

1The Louis and Gloria Flanzer Philanthropic Trust501(c)(3)$95 millionNew York, NY
2Ben Appelbaum Foundation501(c)(3)$58 millionNew York, NY
3The Grace and Mercy Foundation501(c)(3)$48 millionNew York, NY
4Peter G Peterson Foundation (PGPF)501(c)(3)$87 millionNew York, NY
5Surdna Foundation501(c)(3)$81 millionNew York, NY
6Matan B'seter Foundation501(c)(3)$289 millionNew York, NY
7W.K. Kellogg Foundation (WKKF)501(c)(3)$386 millionBattle Creek, MI
8The Laurie M. Tisch Foundation501(c)(3)$56 millionNew York, NY
9The Ford Foundation501(c)(3)$129 millionNew York, NY
10Alfred P Sloan Foundation501(c)(3)$102 millionNew York, NY
11The Wallace Foundation501(c)(3)$86 millionNew York, NY
12The Carmel Hill Fund Education Program501(c)(3)$61 millionNew York, NY
13Andrew W. Mellon Foundation501(c)(3)$483 millionNew York, NY
14Shubert Foundation501(c)(3)$52 millionNew York, NY
15Klarman Family Foundation501(c)(3)$106 millionBoston, MA
16Duke Endowment501(c)(3)$265 millionCharlotte, NC
17John Bulow Campbell Foundation (JBCF)501(c)(3)$60 millionAtlanta, GA
18George Gund Foundation501(c)(3)$76 millionCleveland, OH
19Tarsadia Foundation501(c)(3)$106 millionNewport Beach, CA
20Sarah Scaife Foundation501(c)(3)$50 millionPittsburgh, PA
21Mcknight Foundation501(c)(3)$183 millionMinneapolis, MN
22Ray and Kay Eckstein Charitable Trust501(c)(3)$48 millionPaducah, KY
23Conrad N. Hilton Foundation501(c)(3)$172 millionAgoura Hills, CA
24Rasmuson Foundation501(c)(3)$48 millionAnchorage, AK
25JE Barbey 8 Tenacre Foundation501(c)(3)$62 millionPittsburgh, PA