The H L Moses Est Henry & Lucy Moses Foundation Trust is a private foundation based in New York, NY. Established in 1971, it operates as a 501(c)(3) tax-exempt organization with EIN 13-6040469. The foundation functions as a grantmaking entity with Deutsche Bank National Trust Company serving as trustee.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$19.2M
-3.8% YoY
Annual Giving
$2.2M
+4.1% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$2.2M
+4.1% YoY
Under IRS private-foundation payout rules, H L Moses Est Henry & Lucy Moses Fdt Tr reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports a broad range of charitable causes including:
- Hospitals and healthcare institutions
- Jewish and other welfare funds
- Higher education and legal education
- Educational programs for minorities
- Social service agencies serving youth, child welfare, minorities, the aged, and individuals with disabilities
- Arts and cultural programs, including dance
- Environmental concerns, including Central Park in New York
Grantmaking
The foundation made $2,080,000 in total giving in its most recent fiscal year. In 2024, the foundation made one primary grant of $2,165,000 to the Henry and Lucy Moses Fund for general support purposes.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $19,241,721
- Total Revenues: $2,250,299
- Total Expenses: $2,252,525
- Net Income: -$2,226
- Total Liabilities: $0
Revenue Composition (2024):
- Investment income and dividends: $491,881
- Net gain from sale of non-inventory assets: $736,931
- Miscellaneous revenues: $1,021,487
The foundation's revenue is primarily derived from investment returns and asset sales rather than contributions.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $19,241,721 | $20,008,065 | $19,742,431 |
| Revenue | $2,250,299 | $2,653,515 | $3,969,247 |
| Expenses | $2,252,525 | $2,383,066 | $2,409,045 |
| Qualifying Distributions | $2,228,781 | $2,151,743 | $2,305,109 |
| Net Investment Income | $1,662,533 | $1,901,200 | $3,344,803 |
| Distributable Amount | $1,169,026 | $1,215,266 | $1,157,191 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Henry Lucy Moses Fund ($2,165,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HENRY LUCY MOSES FUND NEW YORK, NY | GENERAL SUPPORT | $2,165,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Deutsche Bank National Trust Company serves as trustee of the foundation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DEUTSCHE TRUST COMPANY NA | TRUSTEE | 3 | $13,774 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does H L Moses Est Henry & Lucy Moses Fdt Tr fund?
The foundation supports a broad range of charitable causes including: • Hospitals and healthcare institutions • Jewish and other welfare funds • Higher education and legal education • Educational programs for minorities • Social service agencies serving youth, child welfare, minorities, the aged, and individuals with disabilities • Arts and cultural programs, including dance • Environmental concerns, including Central Park in New York
How do I apply for a grant from H L Moses Est Henry & Lucy Moses Fdt Tr?
The foundation made $2,080,000 in total giving in its most recent fiscal year. In 2024, the foundation made one primary grant of $2,165,000 to the Henry and Lucy Moses Fund for general support purposes. The foundation operates with minimal staffing (zero employees listed) and distributes funds primarily through general support grants to established charitable organizations.
What size grants does H L Moses Est Henry & Lucy Moses Fdt Tr award?
In 2024, H L Moses Est Henry & Lucy Moses Fdt Tr awarded 1 grants totaling $2.2M — an average of about $2.2M per grant, based on its IRS Form 990 filings.
How much is H L Moses Est Henry & Lucy Moses Fdt Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, H L Moses Est Henry & Lucy Moses Fdt Tr reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is H L Moses Est Henry & Lucy Moses Fdt Tr's EIN?
H L Moses Est Henry & Lucy Moses Fdt Tr's EIN (Employer Identification Number) is 13-6040469. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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