Bernard & Nita Trugman Charitable Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bernard & Nita Trugman Charitable Trust. Data shown is extracted from Form 990-PF filings.

EIN: 20-1239032

Foundation Overview

Based in Worcester, MA, Bernard & Nita Trugman Charitable Trust has awarded 172 grants totaling $374,611 to organizations in Illinois, New York and 8 other states across the US. Individual grants range from $144 to $10,000, with a median award of $1,000.

Latest Tax Year
2024
Total Giving (all years)
$374,611
Total Assets
$657,843
Median Grant (all grants)
$1,000

Latest Form 990-PF Snapshot

Total Grants
26
Median Grant
$900
% Median Grant Growth
+25% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: March 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 31%

8 of 26 recipients (31%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
New York

43% of grants are awarded in New York, with additional funding distributed across 9 other locations. The foundation balances regional focus with broader geographic diversity. Within New York, funding concentrates in New York (100%).

Funding Trajectory
-8%

Stable funding levels with 8% change over 8 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Bernard & Nita Trugman Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Alheimers Association $500 Chicago, IL, US General 2024
American Civil Liberties Union $540 New York, NY, US General 2024
American Jewish World Service $2,400 New York, NY, US General 2024
Anti Defamation League $4,000 New York, NY, US General 2024
Brennan Center For Justice $360 New York, NY, US General 2024
Friends Of Israel Defense $4,000 New York, NY, US General 2024
Jewish Federation Of Central Ma $10,000 Worcester, MA, US General 2024
Jfedla $3,000 Los Angeles, CA, US General 2024
Mazon $2,400 Los Angeles, CA, US General 2024
New Israel Fund $900 New York, NY, US General 2024
Nrdc $360 New York, NY, US General 2024
Southern Poverty Law Center $360 Montgomery, AL, US General 2024
Us Holocaust Memorial Museum $180 Washington, DC, US General 2024
Alheimers Association $500 Chicago, IL, US General 2024
American Civil Liberties Union $540 New York, NY, US General 2024
American Jewish World Service $2,400 New York, NY, US General 2024
Anti Defamation League $4,000 New York, NY, US General 2024
Brennan Center For Justice $360 New York, NY, US General 2024
Friends Of Israel Defense $4,000 New York, NY, US General 2024
Jewish Federation Of Central Ma $10,000 Worcester, MA, US General 2024
Jfedla $3,000 Los Angeles, CA, US General 2024
Mazon $2,400 Los Angeles, CA, US General 2024
New Israel Fund $900 New York, NY, US General 2024
Nrdc $360 New York, NY, US General 2024
Southern Poverty Law Center $360 Montgomery, AL, US General 2024
Us Holocaust Memorial Museum $180 Washington, DC, US General 2024
Alheimers Association $500 Chicago, IL, US General 2023
American Jewish World Service $900 New York, NY, US Generalgeneralgeneral 2023
Anti Defamation League $5,000 New York, NY, US General 2023
Brennan Center For Justice $360 New York, NY, US General 2023
Friends Of Israel Defense $5,000 New York, NY, US General 2023
Friends Of Yad Sarah $180 New York, NY, US General 2023
Good People Fund $464 Millburn, NJ, US General 2023
Jewish Federation Of Central Ma $10,000 Worcester, MA, US General 2023
Magen David Adom $5,000 New York, NY, US General 2023
Mazon $936 Los Angeles, CA, US General 2023
New Israel Fund $900 New York, NY, US General 2023
Partners In Health $360 Boston, MA, US General 2023
Southern Poverty Law Center $540 Montgomery, AL, US General 2023
United Synagogue Of Hoboken $360 Hoboken, NJ, US General 2023
Alheimers Association $500 Chicago, IL, US General 2023
American Jewish World Service $900 New York, NY, US Generalgeneralgeneral 2023
Anti Defamation League $5,000 New York, NY, US General 2023
Brennan Center For Justice $360 New York, NY, US General 2023
Friends Of Israel Defense $5,000 New York, NY, US General 2023
Friends Of Yad Sarah $180 New York, NY, US General 2023
Good People Fund $464 Millburn, NJ, US General 2023
Jewish Federation Of Central Ma $10,000 Worcester, MA, US General 2023
Magen David Adom $5,000 New York, NY, US General 2023
Mazon $936 Los Angeles, CA, US General 2023
New Israel Fund $900 New York, NY, US General 2023
Partners In Health $360 Boston, MA, US General 2023
Southern Poverty Law Center $540 Montgomery, AL, US General 2023
United Synagogue Of Hoboken $360 Hoboken, NJ, US General 2023
Alheimers Association $500 Chicago, IL, US General 2022
American Jewish World Service $1,000 New York, NY, US Generalgeneralgeneral 2022
Brennan Center For Justice $180 New York, NY, US General 2022
Children's Literacy Initiative $2,500 Philadelphia, PA, US General 2022
Congregation Beth Israel $900 Worcester, MA, US General 2022
Doctors Without Borders $360 New York, NY, US General 2022
Friends Of Yad Sarah $180 New York, NY, US General 2022
Hebrew Immigrant Aid Society $2,500 Silver Spring, MD, US General 2022
International Rescue Committee $2,500 New York, NY, US General 2022
Jewish Federation Of Central Ma $10,000 Worcester, MA, US General 2022
Jewish National Fund $3,000 New York, NY, US General 2022
Mazon $1,000 Los Angeles, CA, US General 2022
New Israel Fund $1,000 New York, NY, US General 2022
Partners In Health $360 Boston, MA, US General 2022
Reach Out Read $2,500 Boston, MA, US General 2022
S For All Foundation $3,000 Baltimore, MD, US General 2022
Southern Poverty Law Center $1,020 Montgomery, AL, US General 2022
Alheimers Association $500 Chicago, IL, US General 2022
American Jewish World Service $1,000 New York, NY, US Generalgeneralgeneral 2022
Brennan Center For Justice $180 New York, NY, US General 2022
Children's Literacy Initiative $2,500 Philadelphia, PA, US General 2022
Congregation Beth Israel $900 Worcester, MA, US General 2022
Doctors Without Borders $360 New York, NY, US General 2022
Friends Of Yad Sarah $180 New York, NY, US General 2022
Hebrew Immigrant Aid Society $2,500 Silver Spring, MD, US General 2022
International Rescue Committee $2,500 New York, NY, US General 2022
Jewish Federation Of Central Ma $10,000 Worcester, MA, US General 2022
Jewish National Fund $3,000 New York, NY, US General 2022
Mazon $1,000 Los Angeles, CA, US General 2022
New Israel Fund $1,000 New York, NY, US General 2022
Partners In Health $360 Boston, MA, US General 2022
Reach Out Read $2,500 Boston, MA, US General 2022
S For All Foundation $3,000 Baltimore, MD, US General 2022
Southern Poverty Law Center $1,020 Montgomery, AL, US General 2022
Alheimers Association $500 Chicago, IL, US General 2022
American Jewish World Service $1,000 New York, NY, US Generalgeneralgeneral 2022
Brennan Center For Justice $180 New York, NY, US General 2022
Children's Literacy Initiative $2,500 Philadelphia, PA, US General 2022
Congregation Beth Israel $900 Worcester, MA, US General 2022
Doctors Without Borders $360 New York, NY, US General 2022
Friends Of Yad Sarah $180 New York, NY, US General 2022
Hebrew Immigrant Aid Society $2,500 Silver Spring, MD, US General 2022
International Rescue Committee $2,500 New York, NY, US General 2022
Jewish Federation Of Central Ma $10,000 Worcester, MA, US General 2022
Jewish National Fund $3,000 New York, NY, US General 2022
Mazon $1,000 Los Angeles, CA, US General 2022
New Israel Fund $1,000 New York, NY, US General 2022
Partners In Health $360 Boston, MA, US General 2022
Reach Out Read $2,500 Boston, MA, US General 2022
S For All Foundation $3,000 Baltimore, MD, US General 2022
Southern Poverty Law Center $1,020 Montgomery, AL, US General 2022
American Friends Of Magen David $2,000 New York, NY, US General 2021
American Jewish World Service $900 New York, NY, US Generalgeneralgeneral 2021
Brennan Center For Justice $180 New York, NY, US General 2021
Congregation Beth Israel $756 Worcester, MA, US General 2021
Doctors Without Borders $360 New York, NY, US General 2021
Friends Of Yad Sarah $180 New York, NY, US General 2021
Hebrew Immigrant Aid Society $3,000 Silver Spring, MD, US General 2021
International Rescue Committee $2,000 New York, NY, US General 2021
Jewish Federation Of Central Ma $9,500 Worcester, MA, US General 2021
Mazon $2,900 Los Angeles, CA, US General 2021
New Israel Fund $900 New York, NY, US General 2021
Partners In Health $360 Boston, MA, US General 2021
Southern Poverty Law Center $964 Montgomery, AL, US General 2021
True Mentors Hoboken $3,000 Hoboken, NJ, US General 2021
United Synagogue Of Hoboken $3,000 Hoboken, NJ, US General 2021
American Jewish Committee $180 New York, NY, US General 2020
American Jewish World Service $1,990 New York, NY, US Generalgeneralgeneral 2020
Brennan Center For Justice $180 New York, NY, US General 2020
Childrens Literacy Initiative $2,000 Philadelphia, PA, US General 2020
Congregation Beth Israel $990 Worcester, MA, US General 2020
Doctors Without Borders $720 New York, NY, US General 2020
Friends Of Yad Sarah $180 New York, NY, US General 2020
Hebrew Immigrant Aid Society $1,500 Silver Spring, MD, US General 2020
International Rescue Committee $1,500 New York, NY, US General 2020
Jewish Federation Of Central Ma $9,200 Worcester, MA, US General 2020
Mazon $2,490 Los Angeles, CA, US General 2020
New Israel Fund $990 New York, NY, US General 2020
Southern Poverty Law Center $1,080 Montgomery, AL, US General 2020
United Synagogue Of Hoboken $10,000 Hoboken, NJ, US General 2020
American Friends Of Magen David $1,000 New York, NY, US General 2018
American Jewish World Service $2,500 New York, NY, US Generalgeneral 2018
Childrens Literacy Initiative $2,000 Philadelphia, PA, US General 2018
Congregation Beth Israel $7,000 Worcester, MA, US General 2018
Hebrew Immigrant Aid Society $2,000 Silver Spring, MD, US General 2018
International Rescue Committee $2,000 New York, NY, US General 2018
Jewish Federation Of Central Ma $8,608 Worcester, MA, US General 2018
Jewish National Fund $1,000 New York, NY, US General 2018
Mazon $1,000 Los Angeles, CA, US General 2018
Reach Out & Read National Center $2,000 Boston, MA, US General 2018
Southern Poverty Law Center $392 Montgomery, AL, US General 2018
True Mentors Hoboken $1,500 Hoboken, NJ, US General 2018
United Synagogue Of Hoboken $1,000 Hoboken, NJ, US General 2018
Alzheimers Association $500 Worcester, MA, US General 2017
American Friends Of Magen David $1,000 New York, NY, US General 2017
American Jewish World Service $2,500 New York, NY, US Generalgeneral 2017
Childrens Literacy Initiative $2,000 Philadelphia, PA, US General 2017
Congregation Beth Israel $7,000 Worcester, MA, US General 2017
Hebrew Immigrant Aid Society $2,000 Silver Spring, MD, US General 2017
International Rescue Committee $2,500 New York, NY, US General 2017
Jewish Federation Of Central Ma $8,500 Worcester, MA, US General 2017
Jewish National Fund $1,000 New York, NY, US General 2017
Mazon $1,000 Los Angeles, CA, US General 2017
Reach Out & Read National Center $2,000 Boston, MA, US General 2017
True Mentors Hoboken $1,500 Hoboken, NJ, US General 2017
American Friends Of Magen David $1,000 New York, NY, US General 2016
American Jewish World Service $2,500 New York, NY, US Generalgeneral 2016
Childrens Literacy Initiative $1,500 Philadelphia, PA, US General 2016
Congregation Beth Israel $6,667 Worcester, MA, US General 2016
Hebrew Immigrant Aid Society $1,500 Silver Spring, MD, US General 2016
Jewish Federation Of Central Ma $9,000 Worcester, MA, US General 2016
Jewish National Fund $1,000 New York, NY, US General 2016
Mazon $1,000 Los Angeles, CA, US General 2016
Musiclink Foundation $1,000 Arlington, VA, US General 2016
Reach Out & Read National Center $1,500 Boston, MA, US General 2016
Southern Poverty Law Center $144 Montgomery, AL, US General 2016
True Mentors Hoboken $1,500 Hoboken, NJ, US General 2016
United Synagogue Of Hoboken $3,300 Hoboken, NJ, US General 2016

Foundations Similar to Bernard & Nita Trugman Charitable Trust

Discover 5 foundations with comparable assets ($652,095-$663,325), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

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EIN: 04-3113225 | 150 grants awarded
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$1,000
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EIN: 04-6193022 | 79 grants awarded
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Contact Information

Official contact details for Bernard & Nita Trugman Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 20-1239032
Website N/A
Address SPINELLI CPA 146 WEST BOYLSTON DR Worcester, MA 01606-0000

Key People (3)

Board members, trustees, and key staff who oversee Bernard & Nita Trugman Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Sheila Trugman
Trustee Joel M Trugman
Trustee Cara Nash Iason

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Bernard & Nita Trugman Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated March 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.