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Leona M & Harry B Helmsley Charitable Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$385M (2024)

Expenses
$600M (2024)

Total Assets
$7.3B (2024)

Total Liabilities
$621M (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$385,228,530
Expenses
$600,086,342
Net Income
-$214,857,812
Net Assets
$6,678,599,031
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,000,000
5.2%
Interest Revenue $4,018,817
1.0%
Dividends $67,095,872
17.4%
Sales of Assets $234,703,900
60.9%
Other Income $59,409,941
15.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $479,058,575
79.8%
Compensation of Officers* $3,982,577
0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,300,077,622
Total Liabilities $621,478,591
Net Assets $6,678,599,031
Compensation
Key Employees and Officers Compensation Other
Rosalind M Hewsenian (Chief Investment Officer Thru 12/31/23) $1,148,308 $175,873
Sarah E Paul (Chief Executive Officer) $918,521 $213,448
Joshua W Fenton (Chief Investment Officer From 1/1/24) $794,891 $190,587
Al Y Kim (Director Of Investme) $735,817 $187,033
Christopher J Rapcewicz (Dir. Of Risk Mngmt.) $735,462 $167,904
Meenakshi C Lakshman (Dir. Of Strategy & R) $728,700 $185,916
Jacqueline F Bausch (General Counsel) $592,495 $94,658
Nicholas J Schiavo (Chief Financial Officer) $472,114 $121,468
Maureen E Rayhill (Director Of Human Re) $458,150 $96,071
Brian B Chun (Director Of Investme) $454,231 $80,661
Sandor Frankel (Trustee) $150,000 $0
David Panzirer (Trustee) $150,000 $0
Walter Panzirer (Trustee) $150,000 $0

Document Links

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$629,133,449
Expenses
$534,910,918
Net Income
$94,222,531
Net Assets
$6,721,140,814
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,000
0.0%
Interest Revenue $4,992,185
0.8%
Dividends $53,271,499
8.5%
Sales of Assets $533,646,105
84.8%
Other Income $37,222,660
5.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $462,319,022
86.4%
Compensation of Officers* $3,673,306
0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,256,835,636
Total Liabilities $535,694,822
Net Assets $6,721,140,814
Compensation
Key Employees and Officers Compensation Other
Rosalind M Hewsenian (Chief Investment Officer) $1,739,805 $193,856
Meenakshi C Lakshman (Dir. Of Strategy & R) $964,169 $156,520
Joshua W Fenton (Director Of Investme) $962,255 $156,520
Christopher J Rapcewicz (Dir. Of Risk Mngmt.) $960,510 $139,472
Al Y Kim (Director Of Investme) $952,777 $156,520
Sarah E Paul (Chief Executive Officer) $747,100 $178,123
Jacqueline F Bausch (General Counsel) $561,541 $82,702
Brian B Chun (Investment Officer) $468,187 $78,701
Nicholas J Schiavo (Chief Financial Officer) $413,802 $124,112
Sandor Frankel (Trustee) $141,667 $0
David Panzirer (Trustee) $141,667 $0
Walter Panzirer (Trustee) $141,667 $0

Document Links

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$839,493,141
Expenses
$540,117,750
Net Income
$299,375,391
Net Assets
$7,704,480,607
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17,175
0.0%
Dividends $36,631,242
4.4%
Sales of Assets $761,645,902
90.7%
Other Income $41,198,822
4.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $409,514,790
75.8%
Compensation of Officers* $4,376,425
0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,221,675,612
Total Liabilities $517,195,005
Net Assets $7,704,480,607
Compensation
Key Employees and Officers Compensation Other
Rosalind M Hewsenian (Chief Investment Officer) $1,671,096 $204,786
Stephanie A Cuskley (Chief Executive Officer Thru 10/31/21) $1,578,355 $128,388
Meenakshi C Lakshman (Dir. Of Strategy & R) $938,579 $173,897
Al Y Kim (Director Of Investme) $915,458 $171,409
Joshua W Fenton (Director Of Investme) $914,728 $171,522
Christopher J Rapcewicz (Dir. Of Risk Mngmt.) $910,449 $157,200
Sarah E Paul (Ceo & General Counsel (Stmt 22)) $703,476 $164,438
Brian B Chun (Investment Officer) $461,296 $88,692
Nicholas J Schiavo (Chief Financial Officer) $393,338 $117,317
Sandor Frankel (Trustee) $125,000 $0
David Panzirer (Trustee) $125,000 $0
Walter Panzirer (Trustee) $125,000 $0

Document Links

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$723,181,306
Expenses
$368,281,376
Net Income
$354,899,930
Net Assets
$7,867,425,883
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $28,719
0.0%
Dividends $37,385,955
5.2%
Sales of Assets $659,637,776
91.2%
Other Income $26,128,856
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $284,708,095
77.3%
Compensation of Officers* $3,613,914
1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,313,587,896
Total Liabilities $446,162,013
Net Assets $7,867,425,883
Compensation
Key Employees and Officers Compensation Other
Rosalind M Hewsenian (Chief Investment Officer) $1,588,713 $263,952
Stephanie A Cuskley (Chief Executive Officer) $965,057 $185,162
Meenakshi C Lakshman (Dir. Of Strategy & R) $866,279 $187,827
Al Y Kim (Director Of Investme) $861,271 $187,827
Joshua W Fenton (Director Of Investme) $849,022 $187,827
Christopher J Rapcewicz (Dir. Of Risk Mngmt.) $845,117 $172,794
Sarah E Paul (General Counsel) $580,056 $136,906
Brian B Chun (Investment Officer) $422,200 $84,252
Nicholas J Schiavo (Chief Financial Officer) $356,127 $108,602
Sandor Frankel (Trustee) $125,000 $0
David Panzirer (Trustee) $125,000 $0
Walter Panzirer (Trustee) $125,000 $0

Document Links

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$743,305,807
Expenses
$373,591,790
Net Income
$369,714,017
Net Assets
$5,543,425,464
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,950
0.0%
Interest Revenue $1,503,764
0.2%
Dividends $41,142,199
5.5%
Sales of Assets $670,660,129
90.2%
Other Income $29,996,765
4.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $285,153,032
76.3%
Compensation of Officers* $3,466,982
0.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,911,771,397
Total Liabilities $368,345,933
Net Assets $5,543,425,464

Document Links

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$591,323,298
Expenses
$373,301,089
Net Income
$218,022,209
Net Assets
$5,731,268,385
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $8,002,800
1.4%
Interest Revenue $2,443,515
0.4%
Dividends $31,341,765
5.3%
Sales of Assets $505,994,996
85.6%
Other Income $43,540,222
7.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $302,149,700
80.9%
Compensation of Officers* $3,594,751
1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,066,848,503
Total Liabilities $335,580,118
Net Assets $5,731,268,385

Document Links

Fiscal Year Ending March
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$157,352,028
Expenses
$393,072,084
Net Income
-$235,720,056
Net Assets
$5,216,479,012
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $224,730,701
> 100%
Interest Revenue $172
0.0%
Dividends $27,908,602
17.7%
Sales of Assets $0
Other Income $24,805,830
15.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $301,639,569
76.7%
Compensation of Officers* $3,031,042
0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,549,574,544
Total Liabilities $333,095,532
Net Assets $5,216,479,012

Document Links

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,200,100,548
Expenses
$289,230,825
Net Income
$910,869,723
Net Assets
$5,171,125,129
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $813,236,689
67.8%
Interest Revenue $2,104
0.0%
Dividends $37,801,672
3.1%
Sales of Assets $330,817,264
27.6%
Other Income $16,025,567
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $240,584,354
83.2%
Compensation of Officers* $3,193,330
1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,444,213,685
Total Liabilities $273,088,556
Net Assets $5,171,125,129

Document Links

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$175,457,200
Expenses
$326,139,149
Net Income
-$150,681,949
Net Assets
$3,977,851,141
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $97,478,331
55.6%
Interest Revenue $383
0.0%
Dividends $49,898,363
28.4%
Sales of Assets $19,105,848
10.9%
Other Income $5,639,819
3.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $222,324,970
68.2%
Compensation of Officers* $2,638,969
0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,241,501,002
Total Liabilities $263,649,861
Net Assets $3,977,851,141

Document Links

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$216,694,255
Expenses
$170,274,392
Net Income
$46,419,863
Net Assets
$3,873,551,703
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $42,687,839
19.7%
Interest Revenue $2,383
0.0%
Dividends $72,950,920
33.7%
Sales of Assets $96,036,576
44.3%
Other Income $1,779,199
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $156,158,910
91.7%
Compensation of Officers* $1,755,159
1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,062,077,909
Total Liabilities $188,526,206
Net Assets $3,873,551,703

Document Links

Fiscal Year Ending March
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$777,849,582
Expenses
$221,893,508
Net Income
$555,956,074
Net Assets
$3,947,442,710
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $609,846,766
78.4%
Interest Revenue $46,165
0.0%
Dividends $76,892,704
9.9%
Sales of Assets $86,552,126
11.1%
Other Income $622,944
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $142,284,429
64.1%
Compensation of Officers* $1,468,525
0.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,143,880,203
Total Liabilities $196,437,493
Net Assets $3,947,442,710

Document Links

Fiscal Year Ending March
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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