The Theresa Pooled Trust
250 Lido Boulevard, Lido Beach NY 11561
1-877-391-0390 | www.theresapooledtrust.org
About the Theresa Pooled Trust
The Theresa Pooled Trust was established in April of 2011 to help seniors and people with disabilities access government benefits such as Medicaid and Supplemental Security Income (SSI) while supporting the charitable work of the Theresa Foundation (the “Foundation”).
The mission of the Theresa Foundation is to foster each child’s unique abilities by supporting programs focusing on art, music, dance, drama, and recreation.
The Theresa Pooled Trust allows seniors to access the Medicaid home care program without having to spend down their excess income. That excess income can fund their sub-account with the Theresa Pooled Trust. The funds in the sub-account can then be utilized for the benefit of the senior or person with a disability.
The Theresa Pooled Trust allows people with disabilities to access the Medicaid and SSI program by funding the Trust with their assets. The income and assets can then be used for living expenses and other expenditures which enhance the quality of life of the beneficiary.
The Theresa Foundation is the recipient of any unexpended funds held in the beneficiary’s sub-account upon their demise. These funds are then used to provide grants by the Theresa Foundation to organizations and agencies that support music, dance, art, and recreation programs in New York and throughout the United States.
The Theresa Foundation was established in memory of Theresa Alessandra Russo who was a child of Vincent and Susan Russo and sibling to Dante Russo, Elizabeth Einhart and Robert Russo. Since 1992, the Theresa Foundation has supported over 200 organizations and charities with grants in excess of $2,850,000.
NYSARC, Inc. Trust Services,
P.O. Box 1531
Latham, New York 12110
(518) 439-8323 |www.NYSARC.org
F.E.G.S. Community Trust and PLAN
(in cooperation with UJA-Federation of New York, Inc.).
315 Hudson Street, New York, NY 10013,
(212) 366-8008 | www.fegs.org
UJA-Federation of New York, Inc., Community Trusts
(in cooperation with F.E.G.S. Community Trust and PLAN).
130 East 59th Street, New York, NY 10022,
(212) 836-1339 | www.planned-giving.ujafedny.org
Life Services Third Party-Funded Trust for People with Disabilities,
Disabled and Alone/Life Services for the Handicapped, Inc.
352 Park Avenue South, 11th Floor, New York, NY 10010,
(212) 532-6740 | www.disabledandalone.org
Adults and Children with Learning & Developmental Disabilities, Inc. (ACLD)
807 South Oyster Bay Road, Bethpage, NY 11714
(516) 822-0028 | www.acld.org
AHRC NYC Foundation
83 Maiden Lane, New York, NY 11714
(212) 780-2690 | www.ahrcnycfoundation.org
Camphill Resident’s Trust
317 Church Street, Phoenixville, PA 19460
(610) 291-5079 | www.camphilltrust.com
Catholic Family Center
20 N. Clinton Avenue, Rochester, NY 14604
(585) 232-1840 | www.cfcrochester.org
Center for Disability Rights, Inc.
497 State Street, Rochester, NY 14608
(585) 546-7510
Community Living Corporation (CLC)
600 Bedford Road, Mt. Kisco, NY 10549
(914) 241-2076 | [email protected]
Disabled and Alone / Life Services for the Handicapped, Inc.
61 Broadway, Suite 510, New York, NY 10006
(212) 532-6740 | www.disabledandalone.org
Future Care Community Pooled Trust
1000 Elmwood Avenue, Rochester, NY 14620
www.futurecareplanning.org
Keep Them Safe Pooled Trust
3011 Avenue K, Brooklyn, NY 11210
(718) 475-5010 | www.ktstrust.org
LCG Community Trust
14 Mount Hope Place, Bronx, NY 10453-6102
(718) 466-220 | www.lcgcs.org
LDA Life and Learning Services
339 East Avenue, Suite 420, Rochester, NY 14604
(585) 263-3323 | www.ldarochester.org
Life’s WORC
1501 Franklin Avenue PO Box 8165, Garden City, NY 11530
(516) 741-9000 | www.lifesworctrust.org
NYSARC, Inc. Trust Services
393 Delaware Avenue, Delmar, NY 12054
(518) 439-8323 | nysarctrustservices.org
The Rose and Maurice Halpern Lifetime Care Foundation at OHEL
4510 16th Avenue, Brooklyn, NY 11204
(347) 695-9700 | www.ohelfamily.org
UJA-Federation Community Trust Program
130 E. 59th Street, New York, NY 10022
(212) 836-1150 | www.ujafedny.org
F-E-G-S- UJA-Federation Community Trust for Individuals with Disabilities
315 Hudson Street, 6th Floor, New York, NY 10013
(212) 366-8030 | www.fegs.org
UCS Disability Pooled Trust
1575 50th Street 3rd Floor, Brooklyn, NY 11219
(718) 854-9300
Westchester ARC Foundation
121 Westmoreland Avenue, White Plains, NY 10606
(914) 428-8330 | www.westchesterarc.org
Western New York Coalition Pooled Trusts
1219 North Forest Road P.O. Box 9033, Williamsville, NY 14231
(716) 634-8132 | www.people-inc.org
Legal Services for the Elderly, Disabled or Disadvantaged of WNY
237 Main Street, Suite 1015, Buffalo, NY 14202
(716) 853-3087 | www.lsed.org
YAI / National Institute for People with Disabilities
460 West 34th Street, New York, NY 10001-2382
(212) 563-7474 | www.yai.org