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. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 11 grants totaling $106K. Net investment income was $55K.
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.
About Tw Lucille a Herold -co-trustee 26-209270
Based on IRS filings
Tw Lucille a Herold -co-trustee 26-209270 is a private foundation, based in NEW YORK, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 11 grants totaling $106K. Net investment income was $55K.
Ready to take the next step with Tw Lucille a Herold -co-trustee 26-209270?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Capital Roots ($20,000), Hart Cluett Museum at Historic Renssel ($15,000), Averill Park Education ($13,500).
| Recipient | Purpose | Amount |
|---|---|---|
| ARTS CENTER OF THE CAPITAL REGION TROY, NY | PROGRAM SUPPORT | $10,000 |
| THE BOYS AND GIRLS CLUB OF THE CAPITAL TROY, NY | PROGRAM SUPPORT | $6,000 |
| HART CLUETT MUSEUM AT HISTORIC RENSSEL TROY, NY | PROGRAM SUPPORT | $15,000 |
| Lansingburgh Boys and Girls Club Inc Troy, NY | PROGRAM SUPPORT | $6,000 |
| WILDWOOD FOUNDATION SCHENECTADY, NY | PROGRAM SUPPORT | $10,000 |
| AVERILL PARK EDUCATION AVERILL PARK, NY | PROGRAM SUPPORT | $13,500 |
| ADIRONDACK FOLK SCHOOL INC LAKE LUZERNE, NY | PROGRAM SUPPORT | $4,600 |
| CAPITAL REPERTORY COMPANY ALBANY, NY | PROGRAM SUPPORT | $10,000 |
| FRIENDS OF CHAMBER TROY, NY | PROGRAM SUPPORT | $1,000 |
| TROY CHROMATIC CONCERTS INC Albany, NY | PROGRAM SUPPORT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HSBC BANK USA | TRUSTEE | — | $31,672 |
| ROBERT B MACCHESNEY | TRUSTEE | — | $2,598 |
| JAMES E PROUT | TRUSTEE | — | $2,598 |
Frequently Asked Questions
How large is Tw Lucille a Herold -co-trustee 26-209270?
As of 2025, Tw Lucille a Herold -co-trustee 26-209270 holds $1.2M in total assets with $85K in annual revenue. It awarded 11 grants totaling $106K in 2025.
Where does Tw Lucille a Herold -co-trustee 26-209270 operate?
Tw Lucille a Herold -co-trustee 26-209270 has awarded grants in New York.
What size grants does Tw Lucille a Herold -co-trustee 26-209270 award?
In 2025, Tw Lucille a Herold -co-trustee 26-209270 awarded 11 grants totaling $106K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Tw Lucille a Herold -co-trustee 26-209270 required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Tw Lucille a Herold -co-trustee 26-209270 reported a distributable amount of $125K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Tw Lucille a Herold -co-trustee 26-209270's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.