UA for Helene Fuld Health Trust 10-205620
UA for Helene Fuld Health Trust 10-205620 is a private foundation based in New York, NY. Its grantmaking includes support for nursing education: 2025 recipients included UNC School of Nursing and MGH Institute of Health Professions, as well as universities and colleges whose grants were designated for program support.
Key facts about UA for Helene Fuld Health Trust 10-205620
In short: UA for Helene Fuld Health Trust 10-205620 gave $13.6M across 25 grants in 2025 (avg $546K), top state Florida. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 13-6309307
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $13,645,299
- Grants made (2025)
- 25
- Average grant
- $545,812
- Median grant
- $200,000
- New grantees (estimate)
- 32% first-time grantees (8 of 25, 2025)
- Total assets
- $121,484,079
- Primary geography
- Florida (22% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation 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 October 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
$121.5M
-0.8% YoY
Annual Giving
$13.6M
+63.4% YoY
Grant Count
25
+13.6% YoY
Avg Grant Size
$546K
+43.8% YoY
Under IRS private-foundation payout rules, UA for Helene Fuld Health Trust 10-205620 reported a distributable amount of $10.1M for 2025 — the minimum it must pay out in qualifying distributions.
Is UA for Helene Fuld Health Trust 10-205620 open to new grantees?
32%
first-time grantees, 2025
In 2025, 8 of 25 grantees (32%) were first-time recipients. First grants averaged $871K; repeat grants $393K. How we count
Medians: $700K first-time, $150K repeat.
- 56% of 2025 grantees were also funded in 2024. Method
- Giving grew 266% from 2022 to 2025. Method
- In 2025 it paid out 137% of its IRS minimum distribution (the 5% rule). 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
The trust’s mission is described as supporting and promoting the health, welfare, and education of student nurses, with financial aid to nursing students identified as a priority. Its 2025 grants included nursing and health-professions institutions, alongside other universities and colleges.
Grantees describe their own missions in varied terms. The University of South Florida Foundation says it provides charitable and educational aid to the university and promotes its education, research, and related activities. Rutgers University Foundation says its mission is to support Rutgers and help it attain excellence in education, research, and public service. Colby-Sawyer College describes its mission as offering undergraduate and graduate programs in the liberal arts and health, social, and natural sciences.
Grantmaking
In filing year 2025, the trust reported 25 grants totaling $13,645,299. Grants ranged from $100,000 to $2,000,000, with a median of $200,000. The listed grant purposes were program support.
Among the largest grants were $2,000,000 to University of Chattanooga Foundation; $1,900,000 to UNC School of Nursing; $1,500,000 each to MGH Institute of Health Professions and University of Central Florida College; and $750,000 to University of South Florida Foundation. Other notable grants included $700,000 each to Georgetown University, Florida International University, and Rutgers University Foundation; $625,000 to Marquette University; $600,000 to Arizona State University; $550,000 to Colby-Sawyer College; and $235,299 to Simmons University.
How to Apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with UA for Helene Fuld Health Trust 10-205620?
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars by recipient state went to Florida (22%), Tennessee (16%), North Carolina (14%), Massachusetts (13%), and the District of Columbia (5%). The listed recipients also included organizations in New Jersey, Wisconsin, Arizona, and New Hampshire.
Grant Distribution by State
Share of 2025 grant dollars across all 25 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 $3.7M (2022) to $13.6M (2025). In 2025 it made 25 grants totaling $13.6M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was University Of Chattanooga Foundation ($2.0M). Together the top 10 received $11.0M.
Grant Size Distribution
100 grants across all recorded years
The most common grant size was in the $100–250K range: 49 grants of 100 (49%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University Of Chattanooga Foundation Chattanooga, TN | Program Support | $2,000,000 |
| UNC School of Nursing Chapel Hill, NC | Program Support | $1,900,000 |
| MGH Institute of Health Professions Boston, MA | Program Support | $1,500,000 |
| University of Central Florida College Orlando, FL | Program Support | $1,500,000 |
| University Of South Florida Foundation Tampa, FL | Program Support | $750,000 |
| Georgetown University Washington, DC | Program Support | $700,000 |
| Florida International University Miami, FL | Program Support | $700,000 |
| Rutgers University Foundation New Brunswick, NJ | Program Support | $700,000 |
| Marquette University Milwaukee, WI | Program Support | $625,000 |
| Arizona State University Glendale, AZ | Program Support | $600,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $121,484,079 | $13,988,072 | $14,965,483 | $13,645,299 |
| 2024 | $122,488,069 | $16,219,176 | $9,631,373 | $8,351,164 |
| 2023 | $116,100,998 | $1,429,162 | $8,796,758 | $7,808,578 |
The trust files Form 990-PF.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $121,484,079 | $122,488,069 | $116,100,998 |
| Revenue | $13,988,072 | $16,219,176 | $1,429,162 |
| Expenses | $14,965,483 | $9,631,373 | $8,796,758 |
| Qualifying Distributions | $13,879,709 | $8,559,238 | $7,997,459 |
| Net Investment Income | $13,026,779 | $15,358,546 | $2,229,904 |
| Distributable Amount | $10,134,513 | $9,083,981 | $8,198,859 |
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 as trustee.
UA for Helene Fuld Health Trust 10-205620's only listed officer is Hsbc Bank USA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Hsbc Bank USA
Trustee
On filings since 2020
$885K (2020) → $1.2M (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 $1.2M, to HSBC Bank USA (Trustee).
Contact
Mailing address: 66 Hudson Boulevard East, New York, NY 10001
Phone: (212) 525-0561
Frequently asked questions about UA for Helene Fuld Health Trust 10-205620
How much does UA for Helene Fuld Health Trust 10-205620 give each year?
UA for Helene Fuld Health Trust 10-205620 gave $13.6M across 25 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8.4M across 22 grants.
What is UA for Helene Fuld Health Trust 10-205620's typical grant size?
UA for Helene Fuld Health Trust 10-205620's median grant in 2025 was $200,000, and its average grant was $545,812, across 25 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from UA for Helene Fuld Health Trust 10-205620 that year got $871K on average.
Where does UA for Helene Fuld Health Trust 10-205620 give grants?
UA for Helene Fuld Health Trust 10-205620's top state is Florida, with 22% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Tennessee (16%) and North Carolina (14%). The most frequent recipient cities were Boston, MA (2 grants).
Does UA for Helene Fuld Health Trust 10-205620 give general operating support?
Not in 2025: none of the 25 grants with a stated purpose on UA for Helene Fuld Health Trust 10-205620's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (25 grants).
Who are UA for Helene Fuld Health Trust 10-205620's largest grantees?
UA for Helene Fuld Health Trust 10-205620's largest 2025 grantees include University Of Chattanooga Foundation ($2,000,000), UNC School of Nursing ($1,900,000) and MGH Institute of Health Professions ($1,500,000), according to its 2025 IRS Form 990-PF. Together they received 40% of its itemized 2025 grant dollars.
How large is UA for Helene Fuld Health Trust 10-205620?
UA for Helene Fuld Health Trust 10-205620 reported $121.5M in total assets on its 2025 IRS Form 990-PF. It paid out $13.9M in qualifying distributions that year, against a required minimum of $10.1M (roughly 5% of its investment assets).
What does UA for Helene Fuld Health Trust 10-205620 fund?
The trust’s mission is described as supporting and promoting the health, welfare, and education of student nurses, with financial aid to nursing students identified as a priority. Its 2025 grants included nursing and health-professions institutions, alongside other universities and colleges. See mission & focus areas ↑
How do I apply for a grant from UA for Helene Fuld Health Trust 10-205620?
The foundation 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 UA for Helene Fuld Health Trust 10-205620's EIN?
UA for Helene Fuld Health Trust 10-205620's EIN (Employer Identification Number) is 13-6309307. IRS Form 990 filing data is available on this page for 2020–2025.
Does UA for Helene Fuld Health Trust 10-205620 accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching UA for Helene Fuld Health Trust 10-205620 by hand.
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