TW Lucille a Herold -Co-Trustee 26-209270
TW Lucille a Herold -Co-Trustee 26-209270 is a private foundation based in New York, NY. Its 2025 filing reports 11 grants totaling $106,100, all to recipients in New York State, for program support.
Key facts about TW Lucille a Herold -Co-Trustee 26-209270
In short: TW Lucille a Herold -Co-Trustee 26-209270 gave $106K across 11 grants in 2025 (avg $10K), mostly in New York. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 14-6100040
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $106,100
- Grants made (2025)
- 11
- Average grant
- $9,645
- Median grant
- $10,000
- New grantees (estimate)
- 9% first-time grantees (1 of 11, 2025)
- Total assets
- $1,227,170
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.2M
-4.4% YoY
Annual Giving
$106K
-2.6% YoY
Grant Count
11
+10.0% YoY
Avg Grant Size
$10K
-11.4% YoY
Under IRS private-foundation payout rules, TW Lucille a Herold -Co-Trustee 26-209270 reported a distributable amount of $125K for 2025 — the minimum it must pay out in qualifying distributions.
Is TW Lucille a Herold -Co-Trustee 26-209270 open to new grantees?
9%
first-time grantees, 2025
In 2025, 1 of 11 grantees (9%) were first-time recipients. First grants averaged $6K; repeat grants $10K. How we count
Medians: $6K first-time, $10K repeat.
- 91% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations including Capital Roots, which says it works to expand access to fresh food and green spaces; Capital Repertory Company, which describes its mission as creating community-linked theatre; Troy Chromatic Concerts, which promotes appreciation of music through live classical concerts; and Adirondack Folk School, which teaches traditional arts, crafts, and culture of the Adirondack region.
Grantmaking
In 2025, the foundation awarded 11 grants totaling $106,100. Grants ranged from $1,000 to $20,000, with a median grant of $10,000. The largest awards included $20,000 to Capital Roots; $15,000 to Hart Cluett Museum at Historic Renssel; $13,500 to Averill Park Education; and $10,000 each to Arts Center of the Capital Region, Wildwood Foundation, Capital Repertory Company, and Troy Chromatic Concerts Inc. All were listed as program support.
How to Apply
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with TW Lucille a Herold -Co-Trustee 26-209270?
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in New York State.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $104K (2022) to $201K (2020). In 2025 it made 11 grants totaling $106K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Capital Roots ($20K). Together the top 10 received $105K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 41 grants of 41 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Capital Roots Troy, NY | Program Support | $20,000 |
| Hart Cluett Museum at Historic Renssel Troy, NY | Program Support | $15,000 |
| Averill Park Education Averill Park, NY | Program Support | $13,500 |
| Arts Center of the Capital Region Troy, NY | Program Support | $10,000 |
| Wildwood Foundation Schenectady, NY | Program Support | $10,000 |
| Capital Repertory Company Albany, NY | Program Support | $10,000 |
| Troy Chromatic Concerts Inc Albany, NY | Program Support | $10,000 |
| The Boys and Girls Club of the Capital Troy, NY | Program Support | $6,000 |
| Lansingburgh Boys and Girls Club Inc Troy, NY | Program Support | $6,000 |
| Adirondack Folk School Inc Lake Luzerne, NY | Program Support | $4,600 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grant total | Grant count |
|---|---|---|---|---|---|
| 2025 | $1,227,170 | $84,699 | $147,655 | $106,100 | 11 |
| 2024 | $1,283,873 | $279,411 | $144,429 | $108,900 | 10 |
| 2023 | $1,149,389 | $76,107 | $168,120 | $133,000 | 11 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,227,170 | $1,283,873 | $1,149,389 |
| Revenue | $84,699 | $279,411 | $76,107 |
| Expenses | $147,655 | $144,429 | $168,120 |
| Qualifying Distributions | $113,724 | $116,126 | $139,787 |
| Net Investment Income | $54,985 | $251,108 | $49,660 |
| Distributable Amount | $125,019 | $116,041 | $105,509 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists HSBC Bank USA, Robert B Macchesney, and James E Prout as trustees.
TW Lucille a Herold -Co-Trustee 26-209270's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Hsbc Bank USA
Trustee
On filings since 2020
$26K (2020) → $32K (2025)
James E. Prout
Trustee
On filings since 2020
$3K (2020) → $3K (2025)
Robert B. Macchesney
Trustee
On filings since 2020
$3K (2020) → $3K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $32K, to HSBC Bank USA (Trustee). 3 officers or directors reported compensation on that filing.
Contact
Mailing address: 66 Hudson Boulevard East, New York, NY 10001
Phone: (212) 525-0561
Frequently asked questions about TW Lucille a Herold -Co-Trustee 26-209270
How much does TW Lucille a Herold -Co-Trustee 26-209270 give each year?
TW Lucille a Herold -Co-Trustee 26-209270 gave $106K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $109K across 10 grants.
What is TW Lucille a Herold -Co-Trustee 26-209270's typical grant size?
TW Lucille a Herold -Co-Trustee 26-209270's median grant in 2025 was $10,000, and its average grant was $9,645, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from TW Lucille a Herold -Co-Trustee 26-209270 that year got $6K on average.
Where does TW Lucille a Herold -Co-Trustee 26-209270 give grants?
TW Lucille a Herold -Co-Trustee 26-209270 gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Troy, NY (6 grants) and Albany, NY (2 grants).
Does TW Lucille a Herold -Co-Trustee 26-209270 give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on TW Lucille a Herold -Co-Trustee 26-209270's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (11 grants).
Who are TW Lucille a Herold -Co-Trustee 26-209270's largest grantees?
TW Lucille a Herold -Co-Trustee 26-209270's largest 2025 grantees include Capital Roots ($20,000), Hart Cluett Museum at Historic Renssel ($15,000) and Averill Park Education ($13,500), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.
How large is TW Lucille a Herold -Co-Trustee 26-209270?
TW Lucille a Herold -Co-Trustee 26-209270 reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $114K in qualifying distributions that year, against a required minimum of $125K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does TW Lucille a Herold -Co-Trustee 26-209270 fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from TW Lucille a Herold -Co-Trustee 26-209270?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is TW Lucille a Herold -Co-Trustee 26-209270's EIN?
TW Lucille a Herold -Co-Trustee 26-209270's EIN (Employer Identification Number) is 14-6100040. IRS Form 990 filing data is available on this page for 2020–2025.
Does TW Lucille a Herold -Co-Trustee 26-209270 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching TW Lucille a Herold -Co-Trustee 26-209270 by hand.
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