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THE LEONA M AND HARRY B HELMSLEY CHARITABLE TRUST

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Public IRS 990 nonprofit record

THE LEONA M AND HARRY B HELMSLEY CHARITABLE TRUST

EIN 13-7184401 · Private Grantmaking Foundations (T20)

What they do

THE LEONA M AND HARRY B HELMSLEY CHARITABLE TRUST .

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders12 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$84.90spent for every $100 of revenueRevenue covered expenses this year.
$16.84in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $1,030,857 for SARAH E PAUL (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$497,259,658
Expenses$422,168,442
Annual surplus $75,091,216 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$497,259,658
Expenses$422,168,442
Assets$7,108,379,897
Income$777,661,838
Grants given$1,967,602,134
Average grant$691,843
Executive compensation (total)$3,466,982
Stocks and bonds$797,048,528
Accounting fees$303,925
Investing fees$14,847,388
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
SARAH E PAULCHIEF EXECUTIVE OFFICER · 40 hrs/week $1,030,857
JOSHUA W FENTONCHIEF INVESTMENT OFFICER · 40 hrs/week $1,017,577
AL Y KIMDIRECTOR OF INVESTME · 40 hrs/week $769,227
MEENAKSHI C LAKSHMANDIR. OF STRATEGY & R · 40 hrs/week $764,742
CHRISTOPHER J RAPCEWICZDIR. OF RISK MNGMT. · 40 hrs/week $760,560
JACQUELINE F BAUSCHGENERAL COUNSEL · 40 hrs/week $652,750
BRIAN B CHUNDIRECTOR OF INVESTME · 40 hrs/week $550,358
MAUREEN E RAYHILLDIRECTOR OF HUMAN RE · 40 hrs/week $505,841
NICHOLAS J SCHIAVOCHIEF FINANCIAL OFFICER · 40 hrs/week $486,040
DAVID PANZIRERTRUSTEE · 35 hrs/week $150,000
SANDOR FRANKELTRUSTEE · 25 hrs/week $150,000
WALTER PANZIRERTRUSTEE · 32 hrs/week $150,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (12)

SARAH E PAULCHIEF EXECUTIVE OFFICER

JOSHUA W FENTONCHIEF INVESTMENT OFFICER

AL Y KIMDIRECTOR OF INVESTME

MEENAKSHI C LAKSHMANDIR. OF STRATEGY & R

CHRISTOPHER J RAPCEWICZDIR. OF RISK MNGMT.

JACQUELINE F BAUSCHGENERAL COUNSEL

BRIAN B CHUNDIRECTOR OF INVESTME

MAUREEN E RAYHILLDIRECTOR OF HUMAN RE

NICHOLAS J SCHIAVOCHIEF FINANCIAL OFFICER

DAVID PANZIRERTRUSTEE

SANDOR FRANKELTRUSTEE

WALTER PANZIRERTRUSTEE

About this charity

Recognized since
January 2000
Location
230 PARK AVE RM 659, NEW YORK, NY 10169-0698
County
New York
In care of
% CHARITABLE TRUST
Primary officer
NICHOLAS J SCHIAVO, CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
April 1, 2024
Return type
990PF
Tax preparer
PKF OCONNOR DAVIES ADVISORY LLC
NTEE classification
Private Grantmaking Foundations (T20)
IRS tax category
Private Grantmaking Foundations
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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