The Plourde Family Charitable Trust

NEEDHAM HEIGHTS, MA EIN: 04-6840915

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

ArlingtonAshevilleBarnstableCotuitHardwickOstervilleSanta FeShrewsburySomervilleSouthboroughSudburyWalthamWorcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$57K$115K$172K$230K20212022202320242025
Metric202520242023
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

Giving Over Time

Total grant dollars and number of grants per year

$0$11K$22K$32K$43K22 grants202120 grants202221 grants202320 grants202422 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

REGIONAL ENVIRONMENTAL C…$7KTHE NATIVITY SCHOOL$6KARTS AVL$3KWORCESTER ART MUSEUM$3KASSUMPTION COLLEGE 500 S…$2KECOTARIUM$2KFRIENDS OF SOUTHBOROUGH …$2KJUNIOR ACHIEVEMENT OF NO…$2KSANTA FE RAPTOR CENTER$2KWORCESTER COMMON GROUND …$2K

Grant Size Distribution

105 grants across all recorded years

105<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Regional Environmental Council of Central Ma Inc ($7,000), The Nativity School ($6,000), Arts Avl ($3,000).

RecipientPurposeAmount
ARTS AVL ASHEVILLE, NCPROMOTING ASHVILLE, NC ARTS DISTRICT$3,000
ASSOCIATION TO PRESERVE CAPE COD BARNSTABLE, MAPROTECTION OF NATURAL RESOURCES ON CAPE COD$1,500
ASSUMPTION COLLEGE 500 SALISBURY ST WORCESTER, MAANNUAL FUND THAT PROVIDES FINANCIAL AID TO STUDENTS$2,000
BARNSTABLE CLEAN WATER COALITION OSTERVILLE, MAPROGRAM SUPPORT FOR REGIONAL WATER QUALITY ADVOCATE ON CAPE COD$1,500
COTUIT CENTER FOR THE ARTS COTUIT, MAPROGRAM SUPPORT - COMMUNITY ART CENTER$1,000
EAGLE EYE INSTITUTE SOMERVILLE, MAENVIRONMENTAL EDUCATION PROGRAM FOR URBAN YOUTH$1,000
EAST QUABBIN LAND TRUST HARDWICK, MACAMPAIGN TO PROTECT WORKING FARMLAND$1,000
ECOTARIUM WORCESTER, MAPROGRAM SUPPORT FOR ENVIRONMENTAL EDUCATION CENTER$2,000
FRIENDS OF SOUTHBOROUGH COUNCIL OF AGING SOUTHBOROUGH, MAPROGRAM SUPPORT- SOUTHBOROUGH SENIOR CENTER$2,000
JEREMIAH'S INN WORCESTER, MAPROGRAM SUPPORT - SHELTER FOR HOMELESS MEN URBAN YOUTH$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

ROGER P PLOURDE JRTRUSTEE$8K

From 2025 filing

NameTitleHoursCompensation
ROGER P PLOURDE JRTRUSTEE2$7,500
CAROLYN E PLOURDESUCCESSOR & 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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Browse active grant opportunities in The Plourde Family Charitable Trust's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

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

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