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Foundation

The New York Community Trust

community foundation endowment / donor-advised funds1 — New York.

Overview

MyGrants Portal Future Donors From education and the arts to health care and the environment, we’ll help you make an impact on the causes you care about.1

The New York Community Trust's investment pool supports the organization's philanthropic mission and grantmaking capacity.1

Investment program

Estimated AUM
$3.5B as of Dec 31, 20242
Capital pool
community foundation endowment / donor-advised funds1
Investment model
He oversees due diligence across equity, hedged, and fixed-income portfolios, and works closely with clients on customized asset allocation, estate and tax planning, and intergenerational wealth transition.3
Investment approach
He oversees due diligence across equity, hedged, and fixed-income portfolios, and works closely with clients on customized asset allocation, estate and tax planning, and intergenerational wealth transition.4
Spending support
Not listed yet
Spending policy
Not listed yet
Asset allocation
Public evidence references these asset classes or allocation areas: real estate, public markets, fixed income.4
Performance
Not listed yet
Governance
Cumming, Tully McGowan to Advisory Board Hartsdale, NY (March 7 , 2024) – Our Westchester division of The New York Community Trust, has welcomed Elizabeth A.… Read more The Trust is an Equal Opportunity Employer that celebrates diversity and is committed to creating an inclusive environment for all employees.1
Investment team
Secy) $310,912 $0 $132,872 Tatiana Pohotsky (Cio & Asst.3
Unfunded commitments
Not listed yet
Source freshness
Last verified Jul 21, 2026 · Verified

Sources

Last verified Jul 21, 2026 from public career and organization materials.

Fact notes

  1. Website (thenytrust.org)Parent organization overview, Pool purpose, Capital pool, Governance · checked Jul 25, 2026
  2. Form 990 (projects.propublica.org)Estimated AUM · checked Jul 25, 2026
  3. Website (projects.propublica.org)Investment model, Investment team · checked Jul 25, 2026
  4. Website (thenytrust.org)Investment approach, Asset allocation · checked Jul 25, 2026
  5. Website (thenytrust.org)Investment office page · checked Jul 25, 2026

Reports and filings

Profile and job sources

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