Leona M & Harry B Helmsley Charitable Trust
- Assets
- $0.0
- Revenue
- $723.2m
- Investments
- $8.2b
- Employees
- 0
- Location
- New York, NY
- Founding
- 05/2000
- Data as of
- 03/2021
- EIN
- 13-7184401
Organization Overview
Leona M & Harry B Helmsley Charitable Trust is located in New York, NY. The organization was established in 2000. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Leona M & Harry B Helmsley Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2021, Leona M & Harry B Helmsley Charitable Trust generated $723.2m in total revenue. This represents relatively stable growth, over the past 3 years the organization has increased revenue by an average of 6.9% each year. All expenses for the organization totaled $368.3m during the year ending 03/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2021, Leona M & Harry B Helmsley Charitable Trust has awarded 3,522 individual grants totaling $2,411,444,649. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sandor Frankel Trustee | 25 | $141,667 | |
David Panzirer Trustee | 35 | $141,667 | |
Walter Panzirer Trustee | 32 | $141,667 | |
Sarah E Paul Chief Executive Officer | 40 | $747,100 | |
Jacqueline F Bausch General Counsel | 40 | $561,541 | |
Rosalind M Hewsenian Chief Investment Officer | 40 | $1,739,805 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Starwood X | 3/30/23 | $4,022,881 |
Hig Growth Ii | 3/30/23 | $2,249,370 |
Hig Capital Partners V Lp | 3/30/23 | $1,742,107 |
Highclere International Investors | 3/30/23 | $1,695,311 |
Ifp Global Franchise | 3/30/23 | $1,080,516 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $28,719 |
| Dividends & Interest | $37,385,955 |
| Profit on Inventory Sales | $0 |
| Other Income | $26,128,856 |
| Total Revenue | $723,181,306 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $3,613,914 |
| Pension plans, employee benefits | $6,895,039 |
| Depreciation | $164,637 |
| Occupancy | $1,201,887 |
| Travel, conferences, and meetings | $138,760 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $55,932,123 |
| Contributions, gifts, grants paid | $312,349,253 |
| Total expenses and disbursements | $368,281,376 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $32,275,203 |
| Investments—mortgage loans | $0 |
| Investments—other | $7,438,326,657 |
| Other assets | $40,261,279 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $48,968,356 |
Grants Awarded
Over the last fiscal year, Leona M & Harry B Helmsley Charitable Trust has awarded $916,360,326 in support to 1,218 organizations.
| Grant Recipient | Amount |
|---|---|
A GLIMMER OF HOPE FOUNDATION PURPOSE: INTEGRATED COMMUNITY DEVELOPMENT IN ODA BULTUM, ETHIOPIA | $1,129,775 |
4YOUANDME PURPOSE: LEVERAGING WEARABLES TO MEASURE STRESS AND FORECAST SYMPTOM TRANSITIONS IN CROHNS DISEASE | $110,128 |
A GLIMMER OF HOPE FOUNDATION PURPOSE: EMPOWERING FAMILIES TO BUILD RESILIENCE AND REDUCE POVERTY | $1,300,000 |
ADVENTIST HEALTH SYSTEMSUNBELT INC PURPOSE: DETERMINING WHETHER A NOVEL CLASS OF DRUGS MIGHT PREVENT HYPOGLYCEMIA IN T1D PATIENTS | $731,837 |
AITKIN COMMUNITY HOSPITAL INC PURPOSE: AITKIN COMMUNITY HOSPITAL/ RIVERWOOD HEALTHCARE CENTER ULTRASOUND PROJECT | $233,092 |
ALASKA NATIVE TRIBAL HEALTH CONSORTIUM PURPOSE: YAKUTAT UTILITY PROJECT | $1,373,068 |