//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Bernard And Nita Trugman Charitable Trust is a private trust based in WORCESTER, MA. The foundation received its IRS ruling in 2004. The principal officer is Grkb. It holds total assets of $546K. Annual income is reported at $69K. Total assets have decreased from $696K in 2011 to $548K in 2023. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2024. The foundation primarily funds organizations in New York and Massachusetts. According to available records, Bernard And Nita Trugman Charitable Trust has made 46 grants totaling $93K, with a median grant of $950. The foundation has distributed between $30K and $33K annually from 2022 to 2024. Grantmaking activity was highest in 2023 with $33K distributed across 17 grants. Individual grants have ranged from $180 to $10K, with an average award of $2K. The foundation has supported 24 unique organizations. The foundation primarily supports organizations in Massachusetts, New York, Maryland, which account for 72% of all grants. Grantmaking reaches organizations across 8 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$180
Median Grant
$1K
Average Grant
$2K
Largest Grant
$10K
Based on 14 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Bernard And Nita Trugman Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 46 grants. Its grantmaking reaches organizations primarily in MA, NY, MD.
Bernard And Nita Trugman Charitable Trust has distributed a total of $93K across 46 grants. The median grant size is $950, with an average of $2K. Individual grants have ranged from $180 to $10K.
Bernard And Nita Trugman Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Bernard And Nita Trugman Charitable Trust is headquartered in WORCESTER, MA. While based in MA, the foundation distributes grants to organizations across 8 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Sheila Trugman | TRUSTEE | $0 | $0 | N/A |
| Joel M Trugman | TRUSTEE | $0 | $0 | N/A |
| Cara Nash Iason | TRUSTEE | $0 | $0 | N/A |
Total Giving
$37K
Total Assets
$548K
Fair Market Value
$619K
Net Worth
$548K
Grants Paid
$31K
Contributions
N/A
Net Investment Income
$12K
Distribution Amount
$29K
Total Grants
46
Total Giving
$93K
Average Grant
$2K
Median Grant
$950
Unique Recipients
24
Most Common Grant
$1K
of 2024 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Anti Defamation LeagueGENERAL | New York, NY | $5K | 2024 |
| Jewish Federation Of Central MaGENERAL | Worcester, MA | $10K | 2024 |
| Magen David AdomGENERAL | New York, NY | $5K | 2024 |
| Friends Of Israel DefenseGENERAL | New York, NY | $5K | 2024 |
| MazonGENERAL | Los Angeles, CA | $936 | 2024 |
| American Jewish World ServiceGENERALGENERALGENERAL | New York, NY | $900 | 2024 |
| New Israel FundGENERAL | New York, NY | $900 | 2024 |
| Southern Poverty Law CenterGENERAL | Montgomery, AL | $540 | 2024 |
| Alheimers AssociationGENERAL | Chicago, IL | $500 | 2024 |
| Good People FundGENERAL | Millburn, NJ | $464 | 2024 |
| Partners In HealthGENERAL | Boston, MA | $360 | 2024 |
| Brennan Center For JusticeGENERAL | New York, NY | $360 | 2024 |
| United Synagogue Of HobokenGENERAL | Hoboken, NJ | $360 | 2024 |
| Friends Of Yad SarahGENERAL | New York, NY | $180 | 2024 |
| S For All FoundationGENERAL | Baltimore, MD | $3K | 2023 |
| Jewish National FundGENERAL | New York, NY | $3K | 2023 |
| Reach Out ReadGENERAL | Boston, MA | $3K | 2023 |
| Children'S Literacy InitiativeGENERAL | Philadelphia, PA | $3K | 2023 |
| Hebrew Immigrant Aid SocietyGENERAL | Silver Spring, MD | $3K | 2023 |
| International Rescue CommitteeGENERAL | New York, NY | $3K | 2023 |
| Congregation Beth IsraelGENERAL | Worcester, MA | $900 | 2023 |
| Doctors Without BordersGENERAL | New York, NY | $360 | 2023 |
| True Mentors HobokenGENERAL | Hoboken, NJ | $3K | 2022 |
| American Friends Of Magen DavidGENERAL | New York, NY | $2K | 2022 |