The Joseph C Nugent Family Charitable Tr

Private foundation · Grantmaker New York, NY EIN: 13-3692614

The Joseph C Nugent Family Charitable Tr is a private foundation, based in New York, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.5M in total assets. In 2025, it awarded 4 grants totaling $126K. Net investment income was $220K.

Key facts about The Joseph C Nugent Family Charitable Tr

In short: The Joseph C Nugent Family Charitable Tr gave $126K across 4 grants in 2025 (avg $32K), top state New Jersey. Source: 2025 IRS Form 990-PF.

EIN
13-3692614
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$126,000
Grants made (2025)
4
Average grant
$31,500
Median grant
$30,500
Total assets
$2,495,303
Primary geography
New Jersey (48% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.5M

+2.8% YoY

Annual Giving

$126K

+404.0% YoY

Grant Count

4

+300.0% YoY

Avg Grant Size

$32K

+26.0% YoY

Under IRS private-foundation payout rules, The Joseph C Nugent Family Charitable Tr reported a distributable amount of $171K for 2025 — the minimum it must pay out in qualifying distributions.

How The Joseph C Nugent Family Charitable Tr gives

  • Giving fell 25% from 2022 to 2025. Method
  • In 2025 it paid out 85% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

New YorkBronxSpring LakeAsbury ParkAnnapolisPoint Pleasant BeachRed BankTarrytownLake PlacidSummitVillanovaBrooklynGlen RockBaltimoreBostonChicagoHarlanHobokenMt TaborNantucket

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K19 grants2019 14 grants2020 14 grants2021 18 grants2022 8 grants2023 1 grant2024 4 grants2025

From 2019 to 2025, annual grant giving ranged from $25K (2024) to $169K (2022). In 2025 it made 4 grants totaling $126K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Covenant House: $45KCovenant House$45KMercy Center Sisters Academy: $41KMercy Center Sisters Academy$41KDominican Nuns of Our Lady of the Rosar: $20KDominican Nuns of Our Lady ofthe Rosar$20KCristo Rey Network: $20KCristo Rey Network$20K

The largest 2025 recipient was Covenant House ($45K). Together the top 4 received $126K.

Grant Size Distribution

45 grants across all recorded years

44<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 44 grants of 45 (98%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Covenant House New York City, NYGeneral Operating$45,000
Mercy Center Sisters Academy Asbury Park, NJGeneral Support$41,000
Dominican Nuns of Our Lady of the Rosar Summit, NJGeneral Support$20,000
Cristo Rey Network Chicago, ILGeneral Support$20,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,495,303$2,428,117$2,208,876
Revenue$249,776$286,612$187,098
Expenses$178,442$69,267$180,433
Qualifying Distributions$144,480$42,281$156,202
Net Investment Income$220,322$259,457$162,806
Distributable Amount$170,910$153,984$137,242

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  3. Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)

Leadership & Key People

Officers and directors from IRS filings

The Joseph C Nugent Family Charitable Tr's only listed officer is Deutsche Bank Trust Company N A, Trustee on filings since 2020 (compensated).

Officers on the 2025 filing

  • Deutsche Bank Trust Company N A

    Trustee

    On filings since 2020

    1 hr/week

    $37K (2020) → $46K (2025)

Former officers (2)
  • Former: Deutsche Trust Company NA (2024) — Trustee
  • Former: Deutsche Bank Trust Company NA (2019) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Deutsche Bank Trust Company N a — Trustee: $46KDeutsche Bank Trust…Trustee$46K

The highest reported compensation on the 2025 filing was $46K, to Deutsche Bank Trust Company N a (Trustee).

Frequently asked questions about The Joseph C Nugent Family Charitable Tr

How much does The Joseph C Nugent Family Charitable Tr give each year?

The Joseph C Nugent Family Charitable Tr gave $126K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 1 grant.

What is The Joseph C Nugent Family Charitable Tr's typical grant size?

The Joseph C Nugent Family Charitable Tr's median grant in 2025 was $30,500, and its average grant was $31,500, across 4 grants on its 2025 IRS Form 990-PF.

Where does The Joseph C Nugent Family Charitable Tr give grants?

The Joseph C Nugent Family Charitable Tr's top state is New Jersey, with 48% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (36%) and Illinois (16%).

Does The Joseph C Nugent Family Charitable Tr give general operating support?

Yes: 100% of The Joseph C Nugent Family Charitable Tr's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is The Joseph C Nugent Family Charitable Tr?

The Joseph C Nugent Family Charitable Tr reported $2.5M in total assets on its 2025 IRS Form 990-PF. It paid out $144K in qualifying distributions that year, against a required minimum of $171K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is The Joseph C Nugent Family Charitable Tr's EIN?

The Joseph C Nugent Family Charitable Tr's EIN (Employer Identification Number) is 13-3692614. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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