AUMdb

Leona M & Harry B Helmsley Charitable Trust

EIN 137184401 · 501(c)(3) · Private foundation · New York, NY · recognized 2000

Assets
$7.3B
Revenue
$385M
Expenses
$600M
Investment income
$225M

Form 990 fiscal year ended 03/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title 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
Jacqueline F Bausch General counsel $592,495 $94,658
Nicholas J Schiavo Chief financial officer $472,114 $121,468
Sandor Frankel Trustee $150,000 $0
David Panzirer Trustee $150,000 $0
Walter Panzirer Trustee $150,000 $0