The Plourde Family Charitable Trust
The Plourde Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Needham Heights, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $872K in total assets. In 2025, it awarded 22 grants totaling $43K. Net investment income was $12K.
Key facts about The Plourde Family Charitable Trust
- EIN
- 04-6840915
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $43,000
- Grants made (2025)
- 22
- Average grant
- $1,955
- Median grant
- $1,500
- New grantees (estimate)
- 9% first-time grantees (2 of 22, 2025)
- Total assets
- $871,842
- Primary geography
- Massachusetts (87% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who The Plourde Family Charitable Trust funds
By grant dollars, the top recipient states for The Plourde Family Charitable Trust's 22 itemized 2025 grants were Massachusetts (87%) and North Carolina (7%). The most frequent recipient cities were Worcester, MA (8 grants) and Southborough, MA (3 grants). 18% of grants with a stated purpose were for general or operating support.
Is The Plourde Family Charitable Trust open to new grantees?
9%
first-time grantees, 2025
In 2025, 2 of 22 grantees (9%) were first-time recipients. First grants averaged $2K; repeat grants $2K. How we count
Medians: $2K first-time, $2K repeat.
- 86% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+13%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with The Plourde Family Charitable Trust
- How to evaluate The Plourde Family Charitable Trust as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$872K
-7.3% YoY
Annual Giving
$43K
+22.9% YoY
Grant Count
22
+10.0% YoY
Avg Grant Size
$2K
+11.7% YoY
Under IRS private-foundation payout rules, The Plourde Family Charitable Trust reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
About The Plourde Family Charitable Trust
Based on IRS filings
The Plourde Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Needham Heights, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $872K in total assets. In 2025, it awarded 22 grants totaling $43K. Net investment income was $12K.
Focus Areas
Ready to take the next step with The Plourde Family Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 22 itemized 2025 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $871,842 | $940,800 | $758,914 |
| Revenue | $12,971 | $208,656 | $54,249 |
| Expenses | $51,303 | $43,385 | $49,346 |
| Qualifying Distributions | $43,000 | $35,000 | $41,000 |
| Net Investment Income | $12,346 | $7,771 | $3,438 |
| Distributable Amount | $43,407 | $41,846 | $37,085 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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
105 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include Regional Environmental Council of Central MA Inc ($7,000), The Nativity School ($6,000), Arts Avl ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| REGIONAL ENVIRONMENTAL COUNCIL OF CENTRAL MA INC Worcester, MA | PROGRAM SUPPORT AND CONSTRUCTION PLEDGE FOR URBAN ENVIRONMENTAL EDUCATIONAL CENTER | $7,000 |
| THE NATIVITY SCHOOL Worcester, MA | STUDENT SCHOLARSHIP FUND AND SCHOOL ENDOWMENT | $6,000 |
| ARTS AVL Asheville, NC | PROMOTING ASHVILLE, NC ARTS DISTRICT | $3,000 |
| WORCESTER ART MUSEUM Worcester, MA | COMMUNITY ART EDUCATION PROGRAMS | $2,500 |
| ASSUMPTION COLLEGE 500 SALISBURY ST Worcester, MA | ANNUAL FUND THAT PROVIDES FINANCIAL AID TO STUDENTS | $2,000 |
| ECOTARIUM Worcester, MA | PROGRAM SUPPORT FOR ENVIRONMENTAL EDUCATION CENTER | $2,000 |
| FRIENDS OF SOUTHBOROUGH COUNCIL OF AGING Southborough, MA | PROGRAM SUPPORT- SOUTHBOROUGH SENIOR CENTER | $2,000 |
| JUNIOR ACHIEVEMENT OF NORTHERN NEW ENGLAND INC Waltham, MA | PROGRAM SUPPORT - FINANCIAL EDUCATION FOR YOUTH | $2,000 |
| SANTA FE RAPTOR CENTER Santa Fe, NM | GENERAL OPERATING EXPENSES FOR RAPTOR REHABILITATION CENTER | $2,000 |
| WORCESTER COMMON GROUND INC Worcester, MA | PIEDMONT NEIGHBORHOOD REVITALIZATION AND SECURING AFFORDABLE HOUSING | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Roger P Plourde Jr | Trustee | 2 | $7,500 |
| Carolyn E Plourde | Successor & Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Plourde Family Charitable Trust?
The Plourde Family Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Needham Heights, MA. It holds $872K in total assets as of 2025.
How large is The Plourde Family Charitable Trust?
As of 2025, The Plourde Family Charitable Trust holds $872K in total assets with $13K in annual revenue. It awarded 22 grants totaling $43K in 2025.
Where does The Plourde Family Charitable Trust operate?
The Plourde Family Charitable Trust has awarded grants in Massachusetts, North Carolina, New Mexico, Virginia.
What size grants does The Plourde Family Charitable Trust award?
In 2025, The Plourde Family Charitable Trust awarded 22 grants totaling $43K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Plourde Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Plourde Family Charitable Trust reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Plourde Family Charitable Trust's EIN?
The Plourde Family Charitable Trust's EIN (Employer Identification Number) is 04-6840915. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.