Leona M & Harry B Helmsley Charitable Trust
Foundation, based in New York, New York, reporting $7.1B in assets.
Composed from this allocator's classification, location and filed figures.
Latest dated change: 24 Sep 2026, Re-up prospect for Accel Growth Fund VII L.P.: condition no longer holds; not judged. Every change is listed below.
14 more people, 2 more managers and 32 more commitments
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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People to know
View all people- CHIEF INVESTMENT OFFICERWhy: Chief investment officer: owns the allocation decisionNo route on file yet
- Chief Executive OfficerWhy: Runs the firm (chief executive or president)No route on file yet
Capital path
who backs this record, through what, into what; each name opens its own path- Joshua W FentonCHIEF INVESTMENT OFFICER
- Joshua W FentonChief Investment Officer
- Sarah PaulChief Executive Officer
- AH BIO FUND I1 commitment
- ACCEL LEADERS FUND1 commitment
- EIG ENERGY FUND XVI1 commitment
- HongShan Capital5 commitments
- Pitango International Mc 2019 Ltd.4 commitments
- Andreessen Horowitz2 commitments
Relationship network
56 connected entities35 observed commitments4 repeat counterparties13 dated commitments shown here, 2025
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Person
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesFoundation · EIN 137184401ShowHide
- S CAPITAL $17.3M
- S CAPITAL II $11.0M
- S CAPITAL III $4.3M
- Joshua W Fenton · CHIEF INVESTMENT OFFICERWhy this person: Chief investment officer: owns the allocation decision; Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
- Sarah Paul Chief Executive OfficerExecutive director / CEO
+14 more people on the investment staff and board
Every name, title and published role at this allocator, with the page it was read from.
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- HongShan Capital5 rows, latest Mar 31, 2025
- Pitango International Mc 2019 Ltd.4 rows, latest Mar 31, 2025
- Andreessen Horowitz2 rows, latest Mar 31, 2025
+2 more managers received commitments
Every name, record and relationship behind this count, with the source on each.
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- Sep 24, 2026re up prospect resolvedreport dateinferenceRe-up prospect for Accel Growth Fund VII L.P.: condition no longer holds; not judgedwith Accel Management Co. Inc.no URL
- Dec 18, 2024Re-up prospectinferenceLeona M & Harry B Helmsley Charitable Trust holds ACCEL GROWTH FUND IV; the manager has a newer fund open: Accel Growth Fund VII L.P. (newly closed, Form D first sale 2024-12-18); no commitment to it on the graph; 2 fund(s) of the series between them not held eitherwith Accel Management Co. Inc.no URL
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | PITANGO VI, LP | Pitango International Mc 2019 Ltd. | Private equity | $26.1M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | HONGSHAN GROWTH IV | HongShan Capital | Private equity | $25.7M held | Disclosed holding | apps.irs.gov | |
| as of Mar 31, 2025 | HONGSHAN GROWTH VI | HongShan Capital | Private equity | $20.5M held | Disclosed holding | apps.irs.gov |
+32 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Provenance
Not yet on record: private markets allocation target.
Leona M & Harry B Helmsley Charitable Trust is the same institution as 2 records in Family Offices and Independent Sponsors.
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
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Checking your plan…
Leona M & Harry B Helmsley Charitable Trust sits on 5 traced paths of capital across the graphs.
DFX traced 5 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Record history
- Re up prospect resolved2026-09-24
- Re up prospect2024-12-18
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+10 connections on the graph
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