Nonprofit · EIN 13-7184401
LEONA M & HARRY B HELMSLEY CHARITABLE TRUST
Tax-exempt · NEW YORK, NY 10169
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $497,259,658 | $422,168,442 | $75,091,216 | $7,108,379,897 | $514,347,086 | $6,594,032,811 |
| March 31, 2024 | 990-PF | $385,228,530 | $600,086,342 | -$214,857,812 | $7,300,077,622 | $621,478,591 | $6,678,599,031 |
| March 31, 2023 | 990-PF | $629,133,449 | $534,910,918 | $94,222,531 | $7,256,835,636 | $535,694,822 | $6,721,140,814 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Dividends
- $69,499,667
- Interest
- $3,123,289
- Net gain from sales of assets
- $388,637,842
- Other income
- $35,998,860
Expenses
- Grants and similar amounts paid
- $346,765,830
- Compensation of officers, directors and key employees
- $3,489,555
- Salaries, compensation and benefits (total)
- $20,708,479
- Disbursements for charitable purposes
- $477,560,098
- Excise tax on investment income
- $4,897,298
Balance sheet and other
- Total assets, start of year
- $7,300,077,622
- Total assets, end of year
- $7,108,379,897
- Total liabilities, end of year
- $514,347,086
- Net assets, end of year
- $6,594,032,811
- Fair market value of assets
- $7,108,379,897
- Qualifying distributions
- $486,200,473
- Net investment income
- $438,904,595
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SARAH E PAUL C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | CHIEF EXECUTIVE OFFICER | 40 | $1,030,857 | $238,318 |
| JOSHUA W FENTON C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | CHIEF INVESTMENT OFFICER | 40 | $1,017,577 | $237,966 |
| AL Y KIM C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIRECTOR OF INVESTME Highest-paid employee | 40 | $769,227 | $177,456 |
| MEENAKSHI C LAKSHMAN C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIR. OF STRATEGY & R Highest-paid employee | 40 | $764,742 | $177,456 |
| CHRISTOPHER J RAPCEWICZ C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIR. OF RISK MNGMT. Highest-paid employee | 40 | $760,560 | $156,747 |
| JACQUELINE F BAUSCH C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | GENERAL COUNSEL | 40 | $652,750 | $102,800 |
| BRIAN B CHUN C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIRECTOR OF INVESTME Highest-paid employee | 40 | $550,358 | $110,848 |
| MAUREEN E RAYHILL C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIRECTOR OF HUMAN RE Highest-paid employee | 40 | $505,841 | $102,226 |
| NICHOLAS J SCHIAVO C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | CHIEF FINANCIAL OFFICER | 40 | $486,040 | $123,033 |
| SANDOR FRANKEL C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | TRUSTEE | 25 | $150,000 | $0 |
| DAVID PANZIRER C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | TRUSTEE | 35 | $150,000 | $0 |
| WALTER PANZIRER C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | TRUSTEE | 32 | $150,000 | $0 |
990-PF for the year ended March 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROSALIND M HEWSENIAN C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | CHIEF INVESTMENT OFFICER THRU 12/31/23 | 40 | $1,148,308 | $175,873 |
| SARAH E PAUL C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | CHIEF EXECUTIVE OFFICER | 40 | $918,521 | $213,448 |
| JOSHUA W FENTON C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | CHIEF INVESTMENT OFFICER FROM 1/1/24 | 40 | $794,891 | $190,587 |
| AL Y KIM C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIRECTOR OF INVESTME Highest-paid employee | 40 | $735,817 | $187,033 |
| CHRISTOPHER J RAPCEWICZ C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIR. OF RISK MNGMT. Highest-paid employee | 40 | $735,462 | $167,904 |
| MEENAKSHI C LAKSHMAN C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIR. OF STRATEGY & R Highest-paid employee | 40 | $728,700 | $185,916 |
| JACQUELINE F BAUSCH C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | GENERAL COUNSEL | 40 | $592,495 | $94,658 |
| NICHOLAS J SCHIAVO C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | CHIEF FINANCIAL OFFICER | 40 | $472,114 | $121,468 |
| MAUREEN E RAYHILL C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIRECTOR OF HUMAN RE Highest-paid employee | 40 | $458,150 | $96,071 |
| BRIAN B CHUN C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIRECTOR OF INVESTME Highest-paid employee | 40 | $454,231 | $80,661 |
| SANDOR FRANKEL C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | TRUSTEE | 25 | $150,000 | $0 |
| DAVID PANZIRER C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | TRUSTEE | 35 | $150,000 | $0 |
| WALTER PANZIRER C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | TRUSTEE | 32 | $150,000 | $0 |
990-PF for the year ended March 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROSALIND M HEWSENIAN C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | CHIEF INVESTMENT OFFICER | 40 | $1,739,805 | $193,856 |
| MEENAKSHI C LAKSHMAN C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIR. OF STRATEGY & R Highest-paid employee | 40 | $964,169 | $156,520 |
| JOSHUA W FENTON C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIRECTOR OF INVESTME Highest-paid employee | 40 | $962,255 | $156,520 |
| CHRISTOPHER J RAPCEWICZ C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIR. OF RISK MNGMT. Highest-paid employee | 40 | $960,510 | $139,472 |
| AL Y KIM C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | DIRECTOR OF INVESTME Highest-paid employee | 40 | $952,777 | $156,520 |
| SARAH E PAUL C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | CHIEF EXECUTIVE OFFICER | 40 | $747,100 | $178,123 |
| JACQUELINE F BAUSCH C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | GENERAL COUNSEL | 40 | $561,541 | $82,702 |
| BRIAN B CHUN C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | INVESTMENT OFFICER Highest-paid employee | 40 | $468,187 | $78,701 |
| NICHOLAS J SCHIAVO C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | CHIEF FINANCIAL OFFICER | 40 | $413,802 | $124,112 |
| SANDOR FRANKEL C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | TRUSTEE | 25 | $141,667 | $0 |
| DAVID PANZIRER C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | TRUSTEE | 35 | $141,667 | $0 |
| WALTER PANZIRER C/O TRUST 230 PARK AVENUE, NEW YORK, NY 10169 | TRUSTEE | 32 | $141,667 | $0 |
Address and contacts
- Address (IRS master file)
- 230 PARK AVE RM 659, NEW YORK, NY 10169-0698
- In care of
- % CHARITABLE TRUST
- Signed the 990-PF
- NICHOLAS J SCHIAVO, CFO
- Phone
- (212) 679-3600
- Website
- HELMSLEYTRUST.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7184401
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,108,379,897
- Income (IRS master file)
- $777,661,838
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $497,259,658 | $422,168,442 | $7,108,379,897 | XML |
| 990-T | March 2025 | – | – | – | IRS |
| 990-PF | March 2024 | $385,228,530 | $600,086,342 | $7,300,077,622 | XML |
| 990-T | March 2024 | – | – | – | IRS |
| 990-PF | March 2023 | $629,133,449 | $534,910,918 | $7,256,835,636 | XML |
| 990-T | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-T | March 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7184401).
Questions about LEONA M & HARRY B HELMSLEY CHARITABLE TRUST
- What is the EIN of LEONA M & HARRY B HELMSLEY CHARITABLE TRUST?
- The employer identification number (EIN) of LEONA M & HARRY B HELMSLEY CHARITABLE TRUST is 13-7184401.
- Is LEONA M & HARRY B HELMSLEY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to LEONA M & HARRY B HELMSLEY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEONA M & HARRY B HELMSLEY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEONA M & HARRY B HELMSLEY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEONA M & HARRY B HELMSLEY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of LEONA M & HARRY B HELMSLEY CHARITABLE TRUST?
- The 990-PF for the year ended March 31, 2025 lists 12 people; 12 received compensation from the organization, the highest $1,030,857 (SARAH E PAUL, CHIEF EXECUTIVE OFFICER).
- How much revenue does LEONA M & HARRY B HELMSLEY CHARITABLE TRUST have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $497,259,658, expenses of $422,168,442 and total assets of $7,108,379,897 at year end.
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