




The Theresa Foundation Pooled Trusts
The Theresa Foundation Pooled Trust of New York (the “Theresa Pooled Trust”) is a special type of trust that allows a beneficiary to become financially eligible for public assistance benefits, such as Medicaid and Supplemental Security Income (SSI), if certain requirements are met. The Center for Special Needs Trust Administration, Inc. (The Center) administers the Theresa Pooled Trusts along with Key Bank (Key Bank) as Co-Trustees.
Upon the beneficiary’s death, any remaining assets in the pooled trust are retained to or for the benefit of people with disabilities. As part of their charitable mission, the Theresa Foundation and The Center have partnered to provide comprehensive services to the entire community of people with disabilities in New York while supporting children with special needs.
About Our Pooled Trusts
What Our Beneficiaries Are Saying...
“The Theresa Foundation Pooled Trust of New York is an indispensable asset to our clients. Their personalized attention, excellent customer service, and streamlined process are smooth and user-friendly. Theresa Foundation is truly a cut above any other Pooled Trust options in the state.” – Nancy B.
“We have used the Theresa Foundation Pooled Trusts for a number of our elderly clients and those who are disabled and who have either an income spend down requirement for Medicaid eligibility or have received a lump sum payment, which causes them to be over-resourced for SSI or Medicaid. As a result, they have been able to continue to receive certain benefits and remain in their communities living a more meaningful life.” – Bob M.
“Your patient, caring and compassionate staff truly put our clients at ease from the beginning of their association with the Theresa Pooled Trust since each client is assigned to a single staff member immediately upon being accepted into the Pooled Trust. Thanks to the NY Theresa Pooled Trust, our Community Medicaid clients are able to retain their dignity and control over their affairs while receiving care at home!” – Michael A.
“In every step of Mom’s progression in aging we had wonderful and caring people to work with and to have in her life. Thank you.” – Patricia F.
“In all of the time I have worked with The Center there has never been a representative that has worked as efficiently and thorough as you do!! You are a truly an asset.” – Laura D.
“I am writing to you to sing the praises of Olga. She has done a tremendous job overseeing my mother’s Medicaid trust reimbursements. We often don’t expect – or receive – great customer service, especially regarding anything related to a government program such as Medicaid. As far as I’m concerned, Olga has set the bar, and the bar is very high.” – Sally O.