Tw Lucille a Herold -co-trustee 26-209270

NEW YORK, NY EIN: 14-6100040

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

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

1states

States

Cities

AlbanyAverill ParkLake LuzerneSchenectadyTroy

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$77K$154K$231K$307K202020212022202320242025
Metric202520242023
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

$0$50K$101K$151K$201K13 grants20200 grants20219 grants202211 grants202310 grants202411 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

CAPITAL ROOTS$20KHART CLUETT MUSEUM AT HI…$15KAVERILL PARK EDUCATION$14KARTS CENTER OF THE CAPIT…$10KWILDWOOD FOUNDATION$10KCAPITAL REPERTORY COMPANY$10KTROY CHROMATIC CONCERTS …$10KTHE BOYS AND GIRLS CLUB …$6KLansingburgh Boys and Gi…$6KADIRONDACK FOLK SCHOOL INC$5K

Grant Size Distribution

41 grants across all recorded years

41<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

HSBC BANK USATRUSTEE$32KROBERT B MACCHESNEYTRUSTEE$3KJAMES E PROUTTRUSTEE$3K

From 2025 filing

NameTitleHoursCompensation
HSBC BANK USATRUSTEE$31,672
ROBERT B MACCHESNEYTRUSTEE$2,598
JAMES E PROUTTRUSTEE$2,598

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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