Nonprofit · EIN 13-6309307
HELENE FULD HEALTH TRUST
Tax-exempt · NEW YORK, NY 10001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $13,988,072 | $14,965,483 | -$977,411 | $121,484,079 | $0 | $121,484,079 |
| September 30, 2024 | 990-PF | $16,219,176 | $9,631,373 | $6,587,803 | $122,488,069 | $0 | $122,488,069 |
| September 30, 2023 | 990-PF | $1,429,162 | $8,796,758 | -$7,367,596 | $116,100,998 | $0 | $116,100,998 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $3,440,860
- Net gain from sales of assets
- $10,547,212
Expenses
- Grants and similar amounts paid
- $13,645,299
- Compensation of officers, directors and key employees
- $1,172,050
- Disbursements for charitable purposes
- $13,879,709
- Excise tax on investment income
- $181,072
Balance sheet and other
- Total assets, start of year
- $122,488,069
- Total assets, end of year
- $121,484,079
- Total liabilities, end of year
- $0
- Net assets, end of year
- $121,484,079
- Fair market value of assets
- $222,163,551
- Qualifying distributions
- $13,879,709
- Net investment income
- $13,979,403
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HSBC BANK USA 66 HUDSON BOULEVARD, NEW YORK, NY 10001 | TRUSTEE | 0 | $1,172,050 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HSBC BANK USA 66 HUDSON BOULEVARD, NEW YORK, NY 10001 | TRUSTEE | 0 | $1,040,369 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HSBC BANK USA 1 W 39TH ST 5TH FLR, NEW YORK, NY 10018 | TRUSTEE | 0 | $944,405 |
Address and contacts
- Address (IRS master file)
- 66 HUDSON BOULEVARD EAST, NEW YORK, NY 10001-2189
- In care of
- % MARINE MIDLAND BANK TTEE
- Signed the 990-PF
- FOR HSBC BANK USA, VP
- Phone
- (212) 525-0561
- Return prepared by
- DELOITTE 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 13-6309307
- 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
- 1968
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $121,484,079
- Income (IRS master file)
- $57,511,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $13,988,072 | $14,965,483 | $121,484,079 | XML |
| 990-PF | September 2024 | $16,219,176 | $9,631,373 | $122,488,069 | XML |
| 990-PF | September 2023 | $1,429,162 | $8,796,758 | $116,100,998 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 13-6309307).
Questions about HELENE FULD HEALTH TRUST
- What is the EIN of HELENE FULD HEALTH TRUST?
- The employer identification number (EIN) of HELENE FULD HEALTH TRUST is 13-6309307.
- Is HELENE FULD HEALTH TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to HELENE FULD HEALTH TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELENE FULD HEALTH TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELENE FULD HEALTH TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELENE FULD HEALTH TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of HELENE FULD HEALTH TRUST?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,172,050 (HSBC BANK USA, TRUSTEE).
- How much revenue does HELENE FULD HEALTH TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $13,988,072, expenses of $14,965,483 and total assets of $121,484,079 at year end.
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