The Theresa Foundation Pooled Trusts

Until further notice, the Theresa Pooled Trust is currently not accepting new Beneficiary Trust Applications.

If you are an existing Trust Beneficiary, your trust account will continue to be administered by The Center for Special Needs Trust Administration, Inc. at 727-894-4489.

Making a Difference, Enhancing Lives.

Call Us: 1-877-391-0390

The Theresa Foundation Pooled Asset Trust

The Theresa Foundation Pooled Asset Trust of New York is a special type of trust that allows individuals with a disability to become financially eligible for public assistance benefits while preserving their resources in trust for supplemental needs. By joining a Pooled Trust, trust beneficiaries can receive the public benefits (such as SSI and Medicaid) that meet their essential needs while maintaining a supplemental fund that is available to meet their needs that are not provided for by public benefits.

Upon the beneficiary’s demise, any remaining trust funds must be used to reimburse the state of New York for all medical benefits provided by the beneficiary, unless the funds are utilized for people with disabilities.

For more information on Pooled Trusts please visit The Pooled Trust FAQ Page.

Mom with disabled child sitting outside