AUMdb

Lucille A Herold Trust

EIN 146100040 · 501(c)(3) · Private foundation · New York, NY · recognized 1976

Assets
$2.9M
Revenue
$84.7K
Expenses
$148K
Investment income
$55.0K

Form 990 fiscal year ended 10/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Hsbc Bank Usa Trustee $31,672 $0
Robert B Macchesney Trustee $2,598 $0
James E Prout Trustee $2,598 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
10/31/2025 $2.9M $84.7K $148K 990 990PF · obj 202513569349100201 IRS ↗
10/31/2024 $2.5M $279K $144K 990 990PF · obj 202510259349100301 IRS ↗