Aj & Md Ruggiero Memorial Trust Xxxxx4003

CHICAGO, IL EIN: 86-6240840

Aj & Md Ruggiero Memorial Trust Xxxxx4003 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $7.1M in total assets. In 2024, it awarded 2 grants totaling $376K. Net investment income was $442K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.1M

-0.1% YoY

Annual Giving

$376K

-3.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$188K

-3.1% YoY

Under IRS private-foundation payout rules, Aj & Md Ruggiero Memorial Trust Xxxxx4003 reported a distributable amount of $487K for 2024 — the minimum it must pay out in qualifying distributions.

About Aj & Md Ruggiero Memorial Trust Xxxxx4003

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $1.2M (61%)

Massachusetts $751K (39%)

States

Arizona Massachusetts

Cities

CambridgeTuscon

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$7,143,050	$7,152,735	$6,715,104
Revenue	$505,486	$943,679	$443,344
Expenses	$503,565	$507,132	$538,813
Qualifying Distributions	$430,378	$435,857	$469,577
Net Investment Income	$441,849	$867,750	$378,419
Distributable Amount	$486,870	$423,722	$439,056

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Reid Park Zoological Society ($225,600), Friends of Mount Auburn Cemetery ($150,400).

Recipient	Purpose	Amount
FRIENDS OF MOUNT AUBURN CEMETERY CAMBRIDGE, MA	GENERAL	$150,400
REID PARK ZOOLOGICAL SOCIETY TUSCON, AZ	GENERAL	$225,600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Aj & Md Ruggiero Memorial Trust Xxxxx4003?

Aj & Md Ruggiero Memorial Trust Xxxxx4003 is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $7.1M in total assets as of 2024.

How large is Aj & Md Ruggiero Memorial Trust Xxxxx4003?

As of 2024, Aj & Md Ruggiero Memorial Trust Xxxxx4003 holds $7.1M in total assets with $505K in annual revenue. It awarded 2 grants totaling $376K in 2024.

Where does Aj & Md Ruggiero Memorial Trust Xxxxx4003 operate?

Aj & Md Ruggiero Memorial Trust Xxxxx4003 has awarded grants in Arizona, Massachusetts.

What size grants does Aj & Md Ruggiero Memorial Trust Xxxxx4003 award?

In 2024, Aj & Md Ruggiero Memorial Trust Xxxxx4003 awarded 2 grants totaling $376K — an average of about $188K per grant, based on its IRS Form 990 filings.

How much is Aj & Md Ruggiero Memorial Trust Xxxxx4003 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Aj & Md Ruggiero Memorial Trust Xxxxx4003 reported a distributable amount of $487K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Aj & Md Ruggiero Memorial Trust Xxxxx4003's EIN?

Aj & Md Ruggiero Memorial Trust Xxxxx4003's EIN (Employer Identification Number) is 86-6240840. IRS Form 990 filing data is available on this page for 2020–2024.