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
2016-03Feb 10, 2017990PFView PDF
2015-03Feb 18, 2016990PFView PDF
2014-03Feb 24, 2015990PFView PDF
2013-03Feb 24, 2014990PFView PDF
2012-03Feb 20, 2013990PFView PDF
...and one more Form 990 PDF

Financials for The Leona M and Harry B Helmsley Charitable Trust

Total grants, contributions, etc.$30,000,000
Investment income and dividends$24,713,135
Net rental income$0
Net gain from sale of non-inventory assets$113,815,937
Gross sales of inventory$0
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
█████████Marketing software2020-02-24
███████ ███ ████Fundraising software; Payment processing2020-02-24
███████ █████ ██████████Investment Management$2,677,6422017-02-10
███████████████ ████ ███ █████Investment Management$1,623,8782017-02-10
████████ ████████ ████ ███ ███ ██████ █████ ██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
Stephanie CuskleyChief Executive Officer-May 3, 2018
Catherine JessupChief Financial Officer-May 3, 2018
████████ ██ █████████Chief Investment Officer-May 3, 2018
██ ███Director of Investments-May 3, 2018
█████ █████Director of Financial Planning and Analysis-May 3, 2018
█████ ██████Director of Information Technology-May 3, 2018
███████ ███████Director of Human Resources-May 3, 2018
███████ ██████████Program Director , Crohn's Disease-May 3, 2018
████ █████████████Program Director-May 10, 2018
███████ ████████Program Director , Rural Healthcare-May 3, 2018
...and two more key personnel

Peer private foundations

1Ben Appelbaum Foundation501(c)(3)$58 millionNew York, NY
2The Louis and Gloria Flanzer Philanthropic Trust501(c)(3)$95 millionNew York, NY
3The Pinkerton Foundation501(c)(3)$64 millionNew York, NY
4The Grace and Mercy Foundation501(c)(3)$467 millionNew York, NY
5W.K. Kellogg Foundation (WKKF)501(c)(3)$386 millionBattle Creek, MI
6Victoria Foundation501(c)(3)$49 millionNewark, NJ
7Simons Foundation501(c)(3)$507 millionNew York, NY
8Peter G Peterson Foundation (PGPF)501(c)(3)$87 millionNew York, NY
9Surdna Foundation501(c)(3)$81 millionNew York, NY
10THE Hollyhock Foundation501(c)(3)$189 millionNew York, NY
11Foundation for A Just Society (FJS)501(c)(3)$73 millionNew York, NY
12The Wallace Foundation501(c)(3)$86 millionNew York, NY
13Paul E Singer Foundation501(c)(3)$447 millionNew York, NY
14Andrew W. Mellon Foundation501(c)(3)$428 millionNew York, NY
15Carnegie Corporation of New York501(c)(3)$231 millionNew York, NY
16Robert W. Wilson Charitable Trust501(c)(3)$79 millionNew York, NY
17The JPB Foundation501(c)(3)$264 millionNew York, NY
18The Ford Foundation501(c)(3)$757 millionNew York, NY
19Alfred P Sloan Foundation501(c)(3)$102 millionNew York, NY
20The Rockefeller Foundation501(c)(3)$325 millionNew York, NY
21Shubert Foundation501(c)(3)$52 millionNew York, NY
22The Clark Foundation501(c)(3)$62 millionNew York, NY
23Klarman Family Foundation501(c)(3)$103 millionBoston, MA
24Duke Endowment501(c)(3)$107 millionCharlotte, NC
25Gordon E and Betty I Moore Foundation501(c)(3)$451 millionPalo Alto, CA

Curious how Cause IQ can help you grow, maintain, and serve your nonprofit clients?
Get a demo