Nonprofit · EIN 14-6100040
LUCILLE A HEROLD TRUST
Tax-exempt · NEW YORK, NY 10001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $84,699 | $147,655 | -$62,956 | $1,227,170 | $0 | $1,227,170 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $49,730
- Net gain from sales of assets
- $34,969
Expenses
- Grants and similar amounts paid
- $106,100
- Compensation of officers, directors and key employees
- $36,868
- Disbursements for charitable purposes
- $113,724
- Excise tax on investment income
- $764
Balance sheet and other
- Total assets, start of year
- $1,283,873
- Total assets, end of year
- $1,227,170
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,227,170
- Fair market value of assets
- $2,870,642
- Qualifying distributions
- $113,724
- Net investment income
- $84,699
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HSBC BANK USA 66 HUDSON BOULEVARD, NEW YORK, NY 10001 | TRUSTEE | 0 | $31,672 |
| ROBERT B MACCHESNEY PO BOX 449, TROY, NY 121810449 | TRUSTEE | 0 | $2,598 |
| JAMES E PROUT 12 ROBIN LANE, TROY, NY 12180 | TRUSTEE | 0 | $2,598 |
Address and contacts
- Address (IRS master file)
- 66 HUDSON BOULEVARD EAST, NEW YORK, NY 10001-2189
- In care of
- % MARINE MIDLAND BNK NA TR OPER CTR
- 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 14-6100040
- 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
- 1976
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,227,170
- Income (IRS master file)
- $86,618
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | – | – | – | IRS |
| 990-PF | October 2024 | – | – | – | IRS |
| 990-PF | October 2023 | $76,107 | $168,120 | $1,149,389 | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LUCILLE A HEROLD TRUST
- What is the EIN of LUCILLE A HEROLD TRUST?
- The employer identification number (EIN) of LUCILLE A HEROLD TRUST is 14-6100040.
- Is LUCILLE A HEROLD TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to LUCILLE A HEROLD TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCILLE A HEROLD TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCILLE A HEROLD TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUCILLE A HEROLD TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of LUCILLE A HEROLD TRUST?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $31,672 (HSBC BANK USA, TRUSTEE).
- How much revenue does LUCILLE A HEROLD TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $84,699, expenses of $147,655 and total assets of $1,227,170 at year end.
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