Nonprofit · EIN 13-6040469
HENRY & LUCY MOSES FOUNDATION TRUST
Tax-exempt · NEW YORK, NY 10008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,250,299 | $2,252,525 | -$2,226 | $19,241,721 | $0 | $19,241,721 |
| December 31, 2023 | 990-PF | $2,653,515 | $2,383,066 | $270,449 | $20,008,065 | $0 | $20,008,065 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $491,881
- Net gain from sales of assets
- $736,931
- Other income
- $1,021,487
Expenses
- Grants and similar amounts paid
- $2,165,000
- Compensation of officers, directors and key employees
- $13,774
- Disbursements for charitable purposes
- $2,228,781
- Excise tax on investment income
- $23,109
Balance sheet and other
- Total assets, start of year
- $20,008,065
- Total assets, end of year
- $19,241,721
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,241,721
- Fair market value of assets
- $27,611,809
- Qualifying distributions
- $2,228,781
- Net investment income
- $1,677,871
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEUTSCHE TRUST COMPANY NA 1 COLUMBUS CIRCLE 18TH FLOOR, NEW YORK, NY 10019 | TRUSTEE | 3 | $13,774 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEUTSCHE TRUST BANK COMPANY N A 1 COLUMBUS CIRCLE 18TH FLOOR, NEW YORK, NY 10019 | TRUSTEE | 15 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1297, NEW YORK, NY 10008-1297
- In care of
- % DEUTSCHE BANK TRUST CO N A
- Signed the 990-PF
- DEUTSCHE BANK TRUST CO NA, VICE PRESIDENT
- Phone
- (212) 250-2500
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6040469
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1971
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $19,241,721
- Income (IRS master file)
- $5,282,878
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,250,299 | $2,252,525 | $19,241,721 | IRS |
| 990-PF | December 2023 | $2,653,515 | $2,383,066 | $20,008,065 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6040469).
Questions about HENRY & LUCY MOSES FOUNDATION TRUST
- What is the EIN of HENRY & LUCY MOSES FOUNDATION TRUST?
- The employer identification number (EIN) of HENRY & LUCY MOSES FOUNDATION TRUST is 13-6040469.
- Is HENRY & LUCY MOSES FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
- Are donations to HENRY & LUCY MOSES FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY & LUCY MOSES FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY & LUCY MOSES FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY & LUCY MOSES FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HENRY & LUCY MOSES FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $13,774 (DEUTSCHE TRUST COMPANY NA, TRUSTEE).
- How much revenue does HENRY & LUCY MOSES FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,250,299, expenses of $2,252,525 and total assets of $19,241,721 at year end.
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