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EIN 20-1239032

Bernard and Nita Trugman Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Worcester
State
Massachusetts
Year formed
2004
Most recent tax filings
2024-02-01
NTEE code, primary
T20: Private Foundations
Description
The Bernard and Nita Trugman Charitable Trust is a private foundation located in Worcester, MA that primarily funds general tax-exempt charities. Under the terms of the agreement, all net income is payable to tax-exempt charities, with grantees including the Jewish Federation Of Central Ma and others. The trust made 17 grants last year.
Total revenues
$18,821
2024
Total expenses
$36,875
2024
Total assets
$547,951
2024
Num. employees
0
2024

Program areas at Bernard and Nita Trugman Charitable Trust

Under terms of the agreement, all net income is payable to tax-exempt charities.

Grants made by Bernard and Nita Trugman Charitable Trust

GranteeGrant descriptionAmount
American Friends of Magen David AdomGeneral$5,000
American Jewish World ServiceGeneralgeneralgeneral$900
Southern Poverty Law CenterGeneral$540
...and 5 more grants made

Personnel at Bernard and Nita Trugman Charitable Trust

NameTitleCompensation
Sheila TrugmanTrustee$0

Financials for Bernard and Nita Trugman Charitable Trust

RevenuesFYE 02/2024
Total grants, contributions, etc.$0
Investment income and dividends$13,712
Net rental income$0
Net gain from sale of non-inventory assets$5,109
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$18,821

Form 990s for Bernard and Nita Trugman Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2024-022024-07-14990PFView PDF
2023-022023-06-30990PFView PDF
2022-022022-06-11990PFView PDF
2021-022021-06-13990PFView PDF
2020-022020-09-22990PRView PDF
...and 8 more Form 990s
Data update history
August 26, 2023
Posted financials
Added Form 990PF for fiscal year 2023
August 21, 2023
Used new vendors
Identified 1 new vendor, including
August 14, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 9, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 18, 2021
Posted financials
Added Form 990R for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Human services
Characteristics
JewishReligiousProvides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
Spinelli CPA 146 W Boylston Dr
Worcester, MA 01606
Metro area
Worcester, MA-CT
County
Worcester County, MA
Phone
(508) 365-6522
IRS details
EIN
20-1239032
Fiscal year end
February
Taxreturn type
Form 990-PF
Year formed
2004
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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