Bernard & Nita Trugman Charitable Trust
Bernard & Nita Trugman Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WORCESTER, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $546K in total assets. In 2025, it awarded 13 grants totaling $29K. Net investment income was $27K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$546K
-0.4% YoY
Annual Giving
$29K
-4.9% YoY
Grant Count
13
-7.1% YoY
Avg Grant Size
$2K
+2.4% YoY
Under IRS private-foundation payout rules, Bernard & Nita Trugman Charitable Trust reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
About Bernard & Nita Trugman Charitable Trust
Based on IRS filings
Bernard & Nita Trugman Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WORCESTER, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $546K in total assets. In 2025, it awarded 13 grants totaling $29K. Net investment income was $27K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $545,546 | $547,951 | $566,005 |
| Revenue | $33,577 | $18,821 | $-2,838 |
| Expenses | $35,982 | $36,875 | $39,555 |
| Qualifying Distributions | $29,000 | $30,500 | $32,500 |
| Net Investment Income | $26,595 | $12,446 | $4,349 |
| Distributable Amount | $31,070 | $29,170 | $30,527 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
73 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Jewish Federation of Central Ma ($10,000), Anti Defamation League ($4,000), Friends of Israel Defense ($4,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALHEIMERS ASSOCIATION CHICAGO, IL | GENERAL | $500 |
| AMERICAN CIVIL LIBERTIES UNION NEW YORK, NY | GENERAL | $540 |
| AMERICAN JEWISH WORLD SERVICE NEW YORK, NY | GENERAL | $2,400 |
| ANTI DEFAMATION LEAGUE NEW YORK, NY | GENERAL | $4,000 |
| BRENNAN CENTER FOR JUSTICE NEW YORK, NY | GENERAL | $360 |
| FRIENDS OF ISRAEL DEFENSE NEW YORK, NY | GENERAL | $4,000 |
| JEWISH FEDERATION OF CENTRAL MA WORCESTER, MA | GENERAL | $10,000 |
| JFEDLA LOS ANGELES, CA | GENERAL | $3,000 |
| MAZON LOS ANGELES, CA | GENERAL | $2,400 |
| NEW ISRAEL FUND NEW YORK, NY | GENERAL | $900 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SHEILA TRUGMAN | TRUSTEE | 1 | — |
| JOEL M TRUGMAN | TRUSTEE | 1 | — |
| CARA NASH IASON | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bernard & Nita Trugman Charitable Trust?
Bernard & Nita Trugman Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WORCESTER, MA. It holds $546K in total assets as of 2025.
How large is Bernard & Nita Trugman Charitable Trust?
As of 2025, Bernard & Nita Trugman Charitable Trust holds $546K in total assets with $34K in annual revenue. It awarded 13 grants totaling $29K in 2025.
Where does Bernard & Nita Trugman Charitable Trust operate?
Bernard & Nita Trugman Charitable Trust has awarded grants in Alabama, California, District of Columbia, Illinois, Massachusetts, Maryland, New Jersey, New York, Pennsylvania.
What size grants does Bernard & Nita Trugman Charitable Trust award?
In 2025, Bernard & Nita Trugman Charitable Trust awarded 13 grants totaling $29K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Bernard & Nita Trugman Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Bernard & Nita Trugman Charitable Trust reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bernard & Nita Trugman Charitable Trust's EIN?
Bernard & Nita Trugman Charitable Trust's EIN (Employer Identification Number) is 20-1239032. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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