LEONA M & HARRY B HELMSLEY CHARITABLE TRUST
Cite this
Plain text LEONA M & HARRY B HELMSLEY CHARITABLE TRUST. furp.org, nonprofit organization profile, tax years 2020–2024. https://furp.org/org/leona-m-and-harry-b-helmsley-charitable-trust-137184401. Retrieved 2026-10-29.
APA furp.org. (n.d.). LEONA M & HARRY B HELMSLEY CHARITABLE TRUST [Nonprofit organization profile; tax years 2020–2024]. Retrieved October 29, 2026, from https://furp.org/org/leona-m-and-harry-b-helmsley-charitable-trust-137184401
MLA “LEONA M & HARRY B HELMSLEY CHARITABLE TRUST.” furp.org, tax years 2020–2024, https://furp.org/org/leona-m-and-harry-b-helmsley-charitable-trust-137184401. Accessed 29 Oct. 2026.
Retrieved 2026-10-29; covers tax years 2020–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $497.3M · expenses $422.2M · assets $7.11B
- Also known as
- CHARITABLE TRUST
- EIN
- 13-7184401
- Address
- 230 PARK AVE RM 659, NEW YORK, NY 10169-0698
- Website
- HELMSLEYTRUST.ORG
- NTEE code
- T20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- May 2000 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
14 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Joshua W Fenton | CHIEF INVESTMENT OFFICER | 2020-2024 | $1,255,543 | $5,482,895 | 1 |
| Meenakshi C Lakshman | DIR. OF STRATEGY & R | 2020-2024 | $942,198 | $5,144,085 | 1 |
| Al Y Kim | DIRECTOR OF INVESTME | 2020-2024 | $946,683 | $5,114,795 | 1 |
| Christopher J Rapcewicz | DIR. OF RISK MNGMT. | 2020-2024 | $917,307 | $5,006,215 | 1 |
| Sarah E Paul | CHIEF EXECUTIVE OFFICER | 2020-2024 | $1,269,175 | $4,911,243 | 1 |
| Brian B Chun | DIRECTOR OF INVESTME | 2020-2024 | $661,206 | $2,799,426 | 1 |
| Nicholas J Schiavo | CHIEF FINANCIAL OFFICER | 2020-2024 | $609,073 | $2,715,953 | 1 |
| Jacqueline F Bausch | GENERAL COUNSEL | 2022-2024 | $755,550 | $2,086,946 | 1 |
| Maureen E Rayhill | DIRECTOR OF HUMAN RE | 2023-2024 | $608,067 | $1,162,288 | 1 |
| Sandor Frankel | TRUSTEE | 2020-2024 | $150,000 | $691,667 | 1 |
| David Panzirer | TRUSTEE | 2020-2024 | $150,000 | $691,667 | 1 |
| Walter Panzirer | TRUSTEE | 2020-2024 | $150,000 | $691,667 | 1 |
| Rosalind M Hewsenian (former) | CHIEF INVESTMENT OFFICER THRU 12/31/23 | 2020-2023 | $1,324,181 | $6,986,389 | 1 |
| Stephanie A Cuskley (former) | CHIEF EXECUTIVE OFFICER THRU 10/31/21 | 2020-2021 | $1,706,743 | $2,856,962 | 1 |
People by year
2024 · 12 people listed · 12 paid, $8.4M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SARAH E PAUL | CHIEF EXECUTIVE OFFICER | 40 | $1,030,857 | - | $238,318 | $1,269,175 | 1 |
| JOSHUA W FENTON | CHIEF INVESTMENT OFFICER | 40 | $1,017,577 | - | $237,966 | $1,255,543 | 1 |
| AL Y KIM | DIRECTOR OF INVESTME | 40 | $769,227 | - | $177,456 | $946,683 | 1 |
| MEENAKSHI C LAKSHMAN | DIR. OF STRATEGY & R | 40 | $764,742 | - | $177,456 | $942,198 | 1 |
| CHRISTOPHER J RAPCEWICZ | DIR. OF RISK MNGMT. | 40 | $760,560 | - | $156,747 | $917,307 | 1 |
| JACQUELINE F BAUSCH | GENERAL COUNSEL | 40 | $652,750 | - | $102,800 | $755,550 | 1 |
| BRIAN B CHUN | DIRECTOR OF INVESTME | 40 | $550,358 | - | $110,848 | $661,206 | 1 |
| NICHOLAS J SCHIAVO | CHIEF FINANCIAL OFFICER | 40 | $486,040 | - | $123,033 | $609,073 | 1 |
| MAUREEN E RAYHILL | DIRECTOR OF HUMAN RE | 40 | $505,841 | - | $102,226 | $608,067 | 1 |
| SANDOR FRANKEL | TRUSTEE | 25 | $150,000 | - | $0 | $150,000 | 1 |
| DAVID PANZIRER | TRUSTEE | 35 | $150,000 | - | $0 | $150,000 | 1 |
| WALTER PANZIRER | TRUSTEE | 32 | $150,000 | - | $0 | $150,000 | 1 |
2023 · 13 people listed · 13 paid, $9.0M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROSALIND M HEWSENIAN | CHIEF INVESTMENT OFFICER THRU 12/31/23 | 40 | $1,148,308 | - | $175,873 | $1,324,181 | 1 |
| SARAH E PAUL | CHIEF EXECUTIVE OFFICER | 40 | $918,521 | - | $213,448 | $1,131,969 | 1 |
| JOSHUA W FENTON | CHIEF INVESTMENT OFFICER FROM 1/1/24 | 40 | $794,891 | - | $190,587 | $985,478 | 1 |
| AL Y KIM | DIRECTOR OF INVESTME | 40 | $735,817 | - | $187,033 | $922,850 | 1 |
| MEENAKSHI C LAKSHMAN | DIR. OF STRATEGY & R | 40 | $728,700 | - | $185,916 | $914,616 | 1 |
| CHRISTOPHER J RAPCEWICZ | DIR. OF RISK MNGMT. | 40 | $735,462 | - | $167,904 | $903,366 | 1 |
| JACQUELINE F BAUSCH | GENERAL COUNSEL | 40 | $592,495 | - | $94,658 | $687,153 | 1 |
| NICHOLAS J SCHIAVO | CHIEF FINANCIAL OFFICER | 40 | $472,114 | - | $121,468 | $593,582 | 1 |
| MAUREEN E RAYHILL | DIRECTOR OF HUMAN RE | 40 | $458,150 | - | $96,071 | $554,221 | 1 |
| BRIAN B CHUN | DIRECTOR OF INVESTME | 40 | $454,231 | - | $80,661 | $534,892 | 1 |
| SANDOR FRANKEL | TRUSTEE | 25 | $150,000 | - | $0 | $150,000 | 1 |
| DAVID PANZIRER | TRUSTEE | 35 | $150,000 | - | $0 | $150,000 | 1 |
| WALTER PANZIRER | TRUSTEE | 32 | $150,000 | - | $0 | $150,000 | 1 |
2022 · 12 people listed · 12 paid, $9.5M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROSALIND M HEWSENIAN | CHIEF INVESTMENT OFFICER | 40 | $1,739,805 | - | $193,856 | $1,933,661 | 1 |
| MEENAKSHI C LAKSHMAN | DIR. OF STRATEGY & R | 40 | $964,169 | - | $156,520 | $1,120,689 | 1 |
| JOSHUA W FENTON | DIRECTOR OF INVESTME | 40 | $962,255 | - | $156,520 | $1,118,775 | 1 |
| AL Y KIM | DIRECTOR OF INVESTME | 40 | $952,777 | - | $156,520 | $1,109,297 | 1 |
| CHRISTOPHER J RAPCEWICZ | DIR. OF RISK MNGMT. | 40 | $960,510 | - | $139,472 | $1,099,982 | 1 |
| SARAH E PAUL | CHIEF EXECUTIVE OFFICER | 40 | $747,100 | - | $178,123 | $925,223 | 1 |
| JACQUELINE F BAUSCH | GENERAL COUNSEL | 40 | $561,541 | - | $82,702 | $644,243 | 1 |
| BRIAN B CHUN | INVESTMENT OFFICER | 40 | $468,187 | - | $78,701 | $546,888 | 1 |
| NICHOLAS J SCHIAVO | CHIEF FINANCIAL OFFICER | 40 | $413,802 | - | $124,112 | $537,914 | 1 |
| SANDOR FRANKEL | TRUSTEE | 25 | $141,667 | - | $0 | $141,667 | 1 |
| DAVID PANZIRER | TRUSTEE | 35 | $141,667 | - | $0 | $141,667 | 1 |
| WALTER PANZIRER | TRUSTEE | 32 | $141,667 | - | $0 | $141,667 | 1 |
2021 · 12 people listed · 12 paid, $10.2M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROSALIND M HEWSENIAN | CHIEF INVESTMENT OFFICER | 40 | $1,671,096 | - | $204,786 | $1,875,882 | 1 |
| STEPHANIE A CUSKLEY | CHIEF EXECUTIVE OFFICER THRU 10/31/21 | 40 | $1,578,355 | - | $128,388 | $1,706,743 | 1 |
| MEENAKSHI C LAKSHMAN | DIR. OF STRATEGY & R | 40 | $938,579 | - | $173,897 | $1,112,476 | 1 |
| AL Y KIM | DIRECTOR OF INVESTME | 40 | $915,458 | - | $171,409 | $1,086,867 | 1 |
| JOSHUA W FENTON | DIRECTOR OF INVESTME | 40 | $914,728 | - | $171,522 | $1,086,250 | 1 |
| CHRISTOPHER J RAPCEWICZ | DIR. OF RISK MNGMT. | 40 | $910,449 | - | $157,200 | $1,067,649 | 1 |
| SARAH E PAUL | CEO & GENERAL COUNSEL (STMT 22) | 40 | $703,476 | - | $164,438 | $867,914 | 1 |
| BRIAN B CHUN | INVESTMENT OFFICER | 40 | $461,296 | - | $88,692 | $549,988 | 1 |
| NICHOLAS J SCHIAVO | CHIEF FINANCIAL OFFICER | 40 | $393,338 | - | $117,317 | $510,655 | 1 |
| SANDOR FRANKEL | TRUSTEE | 25 | $125,000 | - | $0 | $125,000 | 1 |
| DAVID PANZIRER | TRUSTEE | 35 | $125,000 | - | $0 | $125,000 | 1 |
| WALTER PANZIRER | TRUSTEE | 32 | $125,000 | - | $0 | $125,000 | 1 |
2020 · 12 people listed · 12 paid, $9.2M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROSALIND M HEWSENIAN | CHIEF INVESTMENT OFFICER | 40 | $1,588,713 | - | $263,952 | $1,852,665 | 1 |
| STEPHANIE A CUSKLEY | CHIEF EXECUTIVE OFFICER | 40 | $965,057 | - | $185,162 | $1,150,219 | 1 |
| MEENAKSHI C LAKSHMAN | DIR. OF STRATEGY & R | 40 | $866,279 | - | $187,827 | $1,054,106 | 1 |
| AL Y KIM | DIRECTOR OF INVESTME | 40 | $861,271 | - | $187,827 | $1,049,098 | 1 |
| JOSHUA W FENTON | DIRECTOR OF INVESTME | 40 | $849,022 | - | $187,827 | $1,036,849 | 1 |
| CHRISTOPHER J RAPCEWICZ | DIR. OF RISK MNGMT. | 40 | $845,117 | - | $172,794 | $1,017,911 | 1 |
| SARAH E PAUL | GENERAL COUNSEL | 40 | $580,056 | - | $136,906 | $716,962 | 1 |
| BRIAN B CHUN | INVESTMENT OFFICER | 40 | $422,200 | - | $84,252 | $506,452 | 1 |
| NICHOLAS J SCHIAVO | CHIEF FINANCIAL OFFICER | 40 | $356,127 | - | $108,602 | $464,729 | 1 |
| SANDOR FRANKEL | TRUSTEE | 25 | $125,000 | - | $0 | $125,000 | 1 |
| DAVID PANZIRER | TRUSTEE | 35 | $125,000 | - | $0 | $125,000 | 1 |
| WALTER PANZIRER | TRUSTEE | 32 | $125,000 | - | $0 | $125,000 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $16.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| NEWMARKET IIFC | PHILADELPHIA, PA | INVESTMENT MANAGEMENT | $8,414,015 |
| HIG GROWTH II | NEW YORK, NY | INVESTMENT MANAGEMENT | $2,620,945 |
| IFP GLOBAL FRANCHISE | LONDON | INVESTMENT MANAGEMENT | $1,828,023 |
| COLLER VII | LONDON | INVESTMENT MANAGEMENT | $1,618,408 |
| HIGHCLERE INTERNATIONAL INVESTORS | LONDON | INVESTMENT MANAGEMENT | $1,530,277 |
2023 · 5 contractors · $8.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| CRESTVIEW III | NEW YORK, NY | INVESTMENT MANAGEMENT | $3,690,235 |
| HIGHCLERE INTERNATIONAL INVESTORS | LONDON | INVESTMENT MANAGEMENT | $1,729,940 |
| IFP GLOBAL FRANCHISE | LONDON | INVESTMENT MANAGEMENT | $1,241,609 |
| MARATHON GLOBAL | INVESTMENT MANAGEMENT | $880,955 | |
| SILCHESTER INTL | NEW YORK, NY | INVESTMENT MANAGEMENT | $879,842 |
2022 · 5 contractors · $10.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| STARWOOD X | GREENWICH, CT | INVESTMENT MANAGEMENT | $4,022,881 |
| HIG GROWTH II | NEW YORK, NY | INVESTMENT MANAGEMENT | $2,249,370 |
| HIG CAPITAL PARTNERS V LP | NEW YORK, NY | INVESTMENT MANAGEMENT | $1,742,107 |
| HIGHCLERE INTERNATIONAL INVESTORS | LONDON | INVESTMENT MANAGEMENT | $1,695,311 |
| IFP GLOBAL FRANCHISE | LONDON | INVESTMENT MANAGEMENT | $1,080,516 |
2021 · 5 contractors · $13.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| HIG MIDDLE MARKET LBO FUND II LP | NEW YORK, NY | INVESTMENT MANAGEMENT | $4,581,511 |
| HIG CAPITAL PARTNERS V LP | NEW YORK, NY | INVESTMENT MANAGEMENT | $3,220,352 |
| HIGHCLERE INTERNATIONAL INVESTORS | LONDON | INVESTMENT MANAGEMENT | $2,901,443 |
| IFP GLOBAL EQUITY LP | LONDON | INVESTMENT MANAGEMENT | $1,516,005 |
| ACADIAN ASSET MANAGEMENT LLC | BOSTON, MA | INVESTMENT MANAGEMENT | $1,206,736 |
2020 · 5 contractors · $10.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| HIGHCLERE INTERNATIONAL INVESTORS | LONDON | INVESTMENT MANAGEMENT | $3,001,663 |
| T ROWE PRICE ASSOCIATES INC | BALTIMORE, MD | INVESTMENT MANAGEMENT | $2,865,935 |
| IFP GLOBAL EQUITY LP | LONDON | INVESTMENT MANAGEMENT | $1,637,020 |
| ORBIMED PRIVATE INVESTMENTS VI LP | NY, NY | INVESTMENT MANAGEMENT | $1,528,039 |
| HIG MIDDLE MARKET LBO FUND II LP | NEW YORK, NY | INVESTMENT MANAGEMENT | $1,438,870 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 570 grants to organizations · $440.9M
Listed grants add up to $440,927,206; the return's “grants paid” expense line says $346,765,830. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 594 grants to organizations · $445.7M
Listed grants add up to $445,672,622; the return's “grants paid” expense line says $527,121,300. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 577 grants to organizations · $433.7M
Listed grants add up to $433,687,275; the return's “grants paid” expense line says $454,329,910. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 544 grants to organizations · $385.0M
Listed grants add up to $385,014,429; the return's “grants paid” expense line says $461,305,969. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 559 grants to organizations · $262.3M
Listed grants add up to $262,300,602; the return's “grants paid” expense line says $312,349,253. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2023 · 1 contributor · $20.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | ESTATE OF LEONA M HELMSLEY | Organization or other | NEW YORK, NY | $20,000,000 | - | Form 990PF Sch. B, 2023 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $497,259,658 | $422,168,442 | $7,108,379,897 | $6,594,032,811 | - | - | $3,489,555 | - | - |
| 2023 · Form 990PF | ||||||||
| $385,228,530 | $600,086,342 | $7,300,077,622 | $6,678,599,031 | $20,000,000 | - | $3,982,577 | - | - |
| 2022 · Form 990PF | ||||||||
| $629,133,449 | $534,910,918 | $7,256,835,636 | $6,721,140,814 | $1,000 | - | $3,673,306 | - | - |
| 2021 · Form 990PF | ||||||||
| $839,493,141 | $540,117,750 | $8,221,675,612 | $7,704,480,607 | - | - | $4,376,425 | - | - |
| 2020 · Form 990PF | ||||||||
| $723,181,306 | $368,281,376 | $8,313,587,896 | $7,867,425,883 | - | - | $3,613,914 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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| SHELBY CULLOM DAVIS CHARITABLE FUND INC | DE | T20 | $487,136,416 | $128,200,786 | Assistant Sec/Executive Dir | $200,000 | Same NTEE code T20, revenue within 2x |
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| MARINE TOYS FOR TOTS FOUNDATION | VA | T20 | $432,326,962 | $405,633,766 | PRESIDENT & CEO | $484,426 | Same NTEE code T20, revenue within 2x |
| JOHN D & CATHERINE T MACARTHUR FOUNDATION | IL | T20 | $890,851,721 | $414,659,854 | VP / CHIEF INVESTMENT OFFICER | $3,764,295 | Same NTEE code T20, revenue within 2x |
| MARGOT AND TOM PRITZKER SCIENCE FOUNDATION | SD | T20 | $423,325,986 | $4,447,945 | TRUSTEE | $260,000 | Same NTEE code T20, revenue within 2x |
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| DAVID AND LUCILE PACKARD FOUNDATION | CA | T20 | $569,876,756 | $452,085,577 | CHIEF INVESTMENT OFFICER | $3,436,140 | Same NTEE code T20, revenue within 2x |
| WILLIAM AND BARBARA MARTIN FOUNDATION | CA | T20 | $418,611,637 | $878,831 | President | $0 | Same NTEE code T20, revenue within 2x |
| CARL VICTOR PAGE MEMORIAL FOUNDATION | CA | T20 | $798,559,805 | $321,993,373 | DIRECTOR, CHAIRMAN & PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| GRATA VITA FOUNDATION | KS | T20 | $427,486,022 | $115,000 | Trustee | $5,000 | Same NTEE code T20, revenue within 2x |
| H&H EVERGREEN FOUNDATION | CA | T20 | $728,013,702 | $195,274,576 | PROGRAM MANAGER | $63,000 | Same NTEE code T20, revenue within 2x |
| PUFFIN BAY FOUNDATION | ME | T20 | $301,277,374 | $33,117,721 | Chairman | $0 | Same NTEE code T20, revenue within 2x |
| SEQUOIA CLIMATE FOUNDATION | CA | T20 | $367,685,730 | $332,324,266 | PRESIDENT | $848,964 | Same NTEE code T20, revenue within 2x |
| LAURA AND JOHN ARNOLD FOUNDATION | TX | T20 | $486,369,598 | $211,620,745 | DIRECTOR/CO-CHAIR | $0 | Same NTEE code T20, revenue within 2x |
| CARL ANGUS DESANTIS FOUNDATION INC | FL | T20 | $305,128,072 | $4,378,765 | EXECUTIVE DIRECTOR | $282,582 | Same NTEE code T20, revenue within 2x |
| THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION | CA | T20 | $406,766,399 | $313,041,582 | PRESIDENT - SCHMIDT SCIENCES | $705,585 | Same NTEE code T20, revenue within 2x |
| SAROFIM FOUNDATION | TX | T20 | $476,480,689 | $144,323,415 | Executive Director | $556,886 | Same NTEE code T20, revenue within 2x |
| KNIGHT FOUNDATION | OR | T20 | $520,024,706 | $277,515,298 | PRESIDENT/TREAS | $0 | Same NTEE code T20, revenue within 2x |
| ZOOM FOUNDATION | CT | T20 | $450,447,052 | $38,535,155 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| STOLLER FOUNDATION | TX | T20 | $376,713,820 | $41,544,647 | CFO-CIO | $243,400 | Same NTEE code T20, revenue within 2x |
| POINT REYES FOUNDATION INC | NJ | T20 | $300,951,652 | $56,000,000 | DIRECTOR, CHAIR, CEO | $0 | Same NTEE code T20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $422,168,442 spent · pay $34,315,716 · grants $346,765,830 · events $2,631,178
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $346,765,830 | 82.1% | |
| Other salaries and wages | $20,708,479 | 4.9% | |
| Fees: other professional | $17,084,502 | 4.0% | |
| Other expenses | $16,592,645 | 3.9% | |
| Pension plans and employee benefits | $10,117,682 | 2.4% | |
| Pay: officers, directors, trustees | $3,489,555 | 0.8% | |
| Travel, conferences and meetings | $2,631,178 | 0.6% | |
| Occupancy | $1,733,287 | 0.4% | |
| Taxes | $1,302,511 | 0.3% | |
| Depreciation and depletion | $883,605 | 0.2% | |
| Fees: legal | $555,243 | 0.1% | |
| Fees: accounting | $303,925 | 0.1% | |
| Total | $422,168,442 | 100% |
2023 · Form 990PF · $600,086,342 spent · pay $31,912,042 · grants $527,121,300 · events $2,174,294
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $527,121,300 | 87.8% | |
| Other expenses | $18,716,551 | 3.1% | |
| Other salaries and wages | $18,660,799 | 3.1% | |
| Taxes | $9,587,210 | 1.6% | |
| Pension plans and employee benefits | $9,268,666 | 1.5% | |
| Fees: other professional | $7,146,568 | 1.2% | |
| Pay: officers, directors, trustees | $3,982,577 | 0.7% | |
| Travel, conferences and meetings | $2,174,294 | 0.4% | |
| Occupancy | $1,761,672 | 0.3% | |
| Depreciation and depletion | $816,356 | 0.1% | |
| Fees: accounting | $427,089 | 0.1% | |
| Fees: legal | $423,260 | 0.1% | |
| Total | $600,086,342 | 100% |
2022 · Form 990PF · $534,910,918 spent · pay $28,396,014 · grants $454,329,910 · events $1,821,654
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $454,329,910 | 84.9% | |
| Other expenses | $17,265,633 | 3.2% | |
| Taxes | $17,178,917 | 3.2% | |
| Other salaries and wages | $16,867,015 | 3.2% | |
| Fees: other professional | $12,357,121 | 2.3% | |
| Pension plans and employee benefits | $7,855,693 | 1.5% | |
| Pay: officers, directors, trustees | $3,673,306 | 0.7% | |
| Travel, conferences and meetings | $1,821,654 | 0.3% | |
| Occupancy | $1,446,314 | 0.3% | |
| Fees: accounting | $919,279 | 0.2% | |
| Depreciation and depletion | $707,246 | 0.1% | |
| Fees: legal | $488,830 | 0.1% | |
| Total | $534,910,918 | 100% |
2021 · Form 990PF · $540,117,750 spent · pay $27,664,575 · grants $461,305,969 · events $401,351
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $461,305,969 | 85.4% | |
| Other expenses | $23,083,802 | 4.3% | |
| Taxes | $16,033,503 | 3.0% | |
| Other salaries and wages | $15,931,176 | 2.9% | |
| Fees: other professional | $9,031,764 | 1.7% | |
| Pension plans and employee benefits | $7,356,974 | 1.4% | |
| Pay: officers, directors, trustees | $4,376,425 | 0.8% | |
| Occupancy | $1,118,651 | 0.2% | |
| Fees: accounting | $618,474 | 0.1% | |
| Fees: legal | $446,869 | 0.1% | |
| Depreciation and depletion | $412,792 | 0.1% | |
| Travel, conferences and meetings | $401,351 | 0.1% | |
| Total | $540,117,750 | 100% |
2020 · Form 990PF · $368,281,376 spent · pay $24,892,763 · grants $312,349,253 · events $138,760
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $312,349,253 | 84.8% | |
| Other expenses | $16,774,852 | 4.6% | |
| Other salaries and wages | $14,383,810 | 3.9% | |
| Fees: other professional | $10,909,386 | 3.0% | |
| Pension plans and employee benefits | $6,895,039 | 1.9% | |
| Pay: officers, directors, trustees | $3,613,914 | 1.0% | |
| Occupancy | $1,201,887 | 0.3% | |
| Taxes | $754,916 | 0.2% | |
| Fees: accounting | $619,577 | 0.2% | |
| Fees: legal | $262,850 | 0.1% | |
| Interest | $212,495 | 0.1% | |
| Depreciation and depletion | $164,637 | 0.0% | |
| Travel, conferences and meetings | $138,760 | 0.0% | |
| Total | $368,281,376 | 100% |
Patents
1 US patent filed in the last 20 years.
- The Leona M. and Harry B. Helmsley Charitable Trust 1 patents, 2014-11-18 to 2014-11-18 FUZZY medium confidence: same name (governing-board words and legal endings aside) and state
| Patent | Title | Granted | Source |
|---|---|---|---|
| US 8888495 | Mobile medical training platform and method of use | 2014-11-18 | PVGPATDIS, file of 2026-04-10 |
The newest patents of the PatentsView assignees above, matched to this record by name (and state).
Trademarks
1 US trademark, 0 live.
- The Leona M. and Harry B. Helmsley Charitable Trust 1 marks, NY FUZZY medium confidence: same name (governing-board words and legal endings aside) and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| GLUSQUAD | 88159113 | 2018-10-17 | Abandoned | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments