UA for Helene Fuld Health Trust 10-205620

Private foundation · Grantmaker New York, NY EIN: 13-6309307

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.

UA for Helene Fuld Health Trust 10-205620 at a glance

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.

Annual giving (2025)
$13,645,299
+63.4% vs 2024
Grants made (2025)
25
+13.6% vs 2024
Average grant
$545,812
+43.8% vs 2024
Median grant
$200,000
Total assets
$121,484,079
-0.8% vs 2024
New grantees (estimate)
32% first-time grantees (8 of 25, 2025)
Primary geography
Florida (22% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to UA for Helene Fuld Health Trust 10-205620

Accepts unsolicited proposals
No
How to Apply

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: 66 Hudson Boulevard East, New York, NY 10001
Phone: (212) 525-0561

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who UA for Helene Fuld Health Trust 10-205620 funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

University Of Chattanooga Foundation: $2.0MUniversity Of ChattanoogaFoundation$2.0MUNC School of Nursing: $1.9MUNC School of Nursing$1.9MMGH Institute of Health Professions: $1.5MMGH Institute of HealthProfessions$1.5MUniversity of Central Florida College: $1.5MUniversity of Central FloridaCollege$1.5MUniversity Of South Florida Foundation: $750KUniversity Of South FloridaFoundation$750KGeorgetown University: $700KGeorgetown University$700KFlorida International University: $700KFlorida InternationalUniversity$700KRutgers University Foundation: $700KRutgers University Foundation$700KMarquette University: $625KMarquette University$625KArizona State University: $600KArizona State University$600K

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

<$50K$50–100K49$100–250K31$250–500K10$500K–1M10$1–5M$5M+

The most common grant size was in the $100–250K range: 49 grants of 100 (49%).

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

29states

Share of 2025 grant dollars across all 25 itemized grants.

Cities

BostonNew YorkMilwaukeeAtlantaChapel HillSt. LouisAustinClevelandColumbiaFairfaxHoustonLafayetteMiltonOrlandoOronoRichmondRochesterTilantaAuburnBrooklyn

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$15M24 grants2020 21 grants2021 12 grants2022 20 grants2023 22 grants2024 25 grants2025

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.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
University Of Chattanooga Foundation Chattanooga, TNProgram Support$2,000,000
UNC School of Nursing Chapel Hill, NCProgram Support$1,900,000
MGH Institute of Health Professions Boston, MAProgram Support$1,500,000
University of Central Florida College Orlando, FLProgram Support$1,500,000
University Of South Florida Foundation Tampa, FLProgram Support$750,000
Georgetown University Washington, DCProgram Support$700,000
Florida International University Miami, FLProgram Support$700,000
Rutgers University Foundation New Brunswick, NJProgram Support$700,000
Marquette University Milwaukee, WIProgram Support$625,000
Arizona State University Glendale, AZProgram Support$600,000
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Financial History

Multi-year comparison from IRS filings

The trust files Form 990-PF.

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$121,484,079$13,988,072$14,965,483$13,645,29925$13,879,709$13,026,779$10,134,513
2024$122,488,069$16,219,176$9,631,373$8,351,16422$8,559,238$15,358,546$9,083,981
2023$116,100,998$1,429,162$8,796,758$7,808,57820$7,997,459$2,229,904$8,198,859
2022$123,411,288$11,110,031$5,027,000$3,730,00012$3,937,788$10,203,028$8,714,362
2021$117,370,864$20,581,931$9,672,553$8,467,78621—$19,622,053$8,996,007
2020$106,602,250$11,676,395$8,793,500$7,650,00024—$10,859,479$7,460,679

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.

Research compiled by Grantable AI from public sources. Last updated September 2026.

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.

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

HSBC Bank USA — Trustee: $1.2MHSBC Bank USATrustee$1.2M

The highest reported compensation on the 2025 filing was $1.2M, to HSBC Bank USA (Trustee).

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.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2025

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Cite this profile

Grantable. (2026). UA for Helene Fuld Health Trust 10-205620 funder profile. GrantGraph. Retrieved October 25, 2026, from https://grantable.co/funders/ua-for-helene-fuld-health-trust-10-205620-morg_c75d32122c7c4480a4c05f100c9ae010

BibTeX
@misc{grantable_136309307_2026,
  author       = {{Grantable}},
  title        = {{UA for Helene Fuld Health Trust 10-205620 funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/ua-for-helene-fuld-health-trust-10-205620-morg_c75d32122c7c4480a4c05f100c9ae010},
  note         = {Accessed 2026-10-25. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from UA for Helene Fuld Health Trust 10-205620's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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