Allocator CareersUpdated Jul 4, 2026
← All roles

Foundation2

Leona M. and Harry B. Helmsley Charitable Trust

Private charitable trust endowment2 — New York, NY, US2.

Open roles

0 open · Careers page →

No open roles right now

This public organization profile is available even when no roles are open.

Overview

Private charitable trust headquartered in New York.1

Invests trust assets to support health and other charitable grantmaking programs.1

Investment program

Estimated AUM
$7.3B as of Mar 31, 20243
Capital pool
Private charitable trust endowment2
Investment model
Not listed yet4
Investment approach
Not listed yet4
Spending support
Not listed yet
Spending policy
Not listed yet
Asset allocation
Public evidence references these asset classes or allocation areas: venture capital, real estate.5
Performance
Not listed yet
Governance
In 2008, The Helmsley Charitable Trust began its active grantmaking after the passing of Leona Helmsley, who left nearly all of the Helmsleys’ estate to the Trust, giving its Trustees the responsibility to decide which charitable purposes to support.4
Investment team
Not listed yet4
Unfunded commitments
Not listed yet
Source freshness
Last verified Jul 4, 2026 · Verified

Officer compensation

Reported on IRS Form 990, tax year 2025. Figures are as filed and include reportable compensation from the organization and related organizations plus other compensation.

NameTitleTotal
SARAH E PAULCHIEF EXECUTIVE OFFICER$1,269,175
JOSHUA W FENTONCHIEF INVESTMENT OFFICER$1,255,543
JACQUELINE F BAUSCHGENERAL COUNSEL$755,550
NICHOLAS J SCHIAVOCHIEF FINANCIAL OFFICER$609,073
DAVID PANZIRERTRUSTEE$150,000
SANDOR FRANKELTRUSTEE$150,000
WALTER PANZIRERTRUSTEE$150,000

View the filing

Sources

Last verified Jul 4, 2026 from public career and organization materials.

Fact notes

  1. Financial statements (helmsleytrust.org)Parent organization overview, Pool purpose · checked Jul 4, 2026
  2. Manual research (helmsleytrust.org)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
  3. Form 990 (projects.propublica.org)Estimated AUM · checked Sep 1, 2026
  4. Website (helmsleytrust.org)Investment model, Investment approach, Governance, Investment team · checked Jul 4, 2026
  5. Job posting (helmsleytrust.org)Asset allocation · checked Jul 4, 2026
  6. Website (helmsleytrust.org)Investment office page · checked Jul 4, 2026

Reports and filings

Profile and job sources