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3 more commitments

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Helene Fuld Health Trust

Foundation· New York, New York

Foundation, based in New York, New York, reporting $222M in assets.

Composed from this allocator's classification, location and filed figures.

As of Sep 15, 2026 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $222M
Fund commitments: 6
Managers: 3

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Open searches Plans backing its top manager Similar plans, same strategy Commitments (6)Managers

As of Sep 15, 2026 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. No dated change on record yet.

3 more commitments

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Capital path

who backs this record, through what, into what; each name opens its own path

Helene Fuld Health Trust

Managers

Lord Abbett1 commitment
Harding Loevner LP1 commitment
Mfs1 commitment

Relationship network

9 connected entities6 observed commitments3 dated commitments shown here, 2025

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network

Sponsor

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

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Size, funding, policy and commitments, with their basesFoundation · EIN 136309307Show

Foundation

Assets

$222M

Total assets, Sep 30, 2025 reported

Funded

no pension liability

not filed

Private markets target

no policy read

Commitments

3 managers on Schedule C

Consultants and advisers

No adviser relationship is on the tape for this allocator. Public systems name theirs in the ACFR; plans list them on Schedule C.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on the commitment tape

From the plan’s own commitment disclosures

Lord Abbett1 row, latest Sep 30, 2025
Harding Loevner LP1 row, latest Sep 30, 2025
Mfs1 row, latest Sep 30, 2025

What changed

No dated events yet.

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

6 rows, 0 dated closings

Date	Fund	Manager	Bucket	Amount	Status	Source
as of Sep 30, 2025	LORD ABBETT DEVELOPING GROWTH	Lord Abbett	Private equity	$6.6M held	Disclosed holding	apps.irs.gov
as of Sep 30, 2025	DAIMLER FINANCE NA LLC DTD 11/	Daimler Finance Na Dtd	Private equity	n/a	Disclosed holding	apps.irs.gov
as of Sep 30, 2025	DELAWARE EMERGING MARKETS FUND	Delaware Emerging Markets	Public equity	n/a	Disclosed holding	apps.irs.gov

+3 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding

3 readings

Total assets

$222M Sep 30, 2025 reported IRS 990

$121M (2025-09)

Income

$57.5M Sep 30, 2025 reported IRS BMF

Provenance

Identifiers: EIN 136309307

Cross-graph: family office graph (shared ein)

First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: private markets allocation target, allocation policy.

Across the graphs

Helene Fuld Health Trust is the same institution as 1 record in Family Offices.

Family Offices1

The joined record opens with the product, beside every other relationship on this page.

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›Connections

every published relationship on the graph

+3 connections on the graph

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