Leona M. and Harry B. Helmsley Charitable Trust

Overview

Private charitable trust headquartered in New York.¹

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

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

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

Financial statements (helmsleytrust.org)Parent organization overview, Pool purpose · checked Jul 4, 2026
Manual research (helmsleytrust.org)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
Financial statements (helmsleytrust.org)Estimated AUM · checked Jul 4, 2026
Website (helmsleytrust.org)Investment model, Investment approach, Governance, Investment team · checked Jul 4, 2026
Job posting (helmsleytrust.org)Asset allocation · checked Jul 4, 2026
Website (helmsleytrust.org)Investment office page · checked Jul 4, 2026

Financial statementsFinancial statements · checked Jul 4, 2026
Private charitable trust headquartered in New York.Financial statements · checked Jul 4, 2026