Bernard & Nita Trugman Charitable Trust
EIN 201239032Total Given 2017–2025
$250K
111 grants · $28K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$1K
typical micro grants · $630–$2K
grant size
64%
deep partner · 21/33 multi-year
repeat
$658K
Assets (2025)
33
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(508) 756-1341
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $32K | $659K | $23K | 13 |
| 2018 | $32K | $677K | $34K | 12 |
| 2019 | $32K | $640K | $32K | 13 |
| 2021 | $33K | $671K | $12K | 14 |
| 2022 | $30K | $669K | $48K | 15 |
| 2023 | $32K | $573K | $-3K | 17 |
| 2024 | $30K | $619K | $19K | 14 |
| 2025 | $29K | $658K | $34K | 13 |
Grant Size Distribution
Based on 111 grants on record
Minimum
$144
25th Pctl
$630
Median
$1K
Average
$2K
75th Pctl
$2K
Maximum
$10K
Geographic Distribution
Officers & Directors
ST
Sheila Trugman
8+ yrs
Trustee
JT
Joel M Trugman
8+ yrs
Trustee
CI
Cara Nash Iason
8+ yrs
Trustee
CI
Cara Nash Iason
8+ yrs
Trustee
ST
Sheila Trugman
8+ yrs
Trustee
JT
Joel M Trugman
8+ yrs
Trustee
ST
Sheila Trugman
8+ yrs
Trustee
CI
Cara Nash Iason
8+ yrs
Trustee
JT
Joel M Trugman
8+ yrs
Trustee
ST
Sheila Trugman
8+ yrs
Trustee
JT
Joel M Trugman
8+ yrs
Trustee
CI
Cara Nash Iason
8+ yrs
Trustee
ST
Sheila Trugman
8+ yrs
Trustee
JT
Joel M Trugman
8+ yrs
Trustee
CI
Cara Nash Iason
8+ yrs
Trustee
ST
Sheila Trugman
8+ yrs
Trustee
CI
Cara Nash Iason
8+ yrs
Trustee
JT
Joel M Trugman
8+ yrs
Trustee
ST
Sheila Trugman
8+ yrs
Trustee
JT
Joel M Trugman
8+ yrs
Trustee
CI
Cara Nash Iason
8+ yrs
Trustee
ST
Sheila Trugman
8+ yrs
Trustee
JT
Joel M Trugman
8+ yrs
Trustee
CI
Cara Nash Iason
8+ yrs
Trustee
Grants Awarded (111 total)
| Purpose | ||||
|---|---|---|---|---|
| United Synagogue of Hoboken | Hoboken, NJ | $10,000 | GENERAL | 2021 |
| Jewish Federation of Central Ma | Worcester, MA | $10,000 | GENERAL | 2024 |
| Jewish Federation of Central Ma | Worcester, MA | $10,000 | GENERAL | 2025 |
| Jewish Federation of Central Ma | Worcester, MA | $10,000 | GENERAL | 2023 |
| Jewish Federation of Central Ma | Worcester, MA | $9,500 | GENERAL | 2022 |
| Jewish Federation of Central Ma | Worcester, MA | $9,200 | GENERAL | 2021 |
| Jewish Federation of Central Ma | Worcester, MA | $9,000 | GENERAL | 2017 |
| Jewish Federation of Central Ma | Worcester, MA | $8,608 | GENERAL | 2019 |
| Jewish Federation of Central Ma | Worcester, MA | $8,500 | GENERAL | 2018 |
| Congregation Beth Israel | Worcester, MA | $7,000 | GENERAL | 2019 |
| Congregation Beth Israel | Worcester, MA | $7,000 | GENERAL | 2018 |
| Congregation Beth Israel | Worcester, MA | $6,667 | GENERAL | 2017 |
| Anti Defamation League | New York, NY | $5,000 | GENERAL | 2024 |
| Friends of Israel Defense | New York, NY | $5,000 | GENERAL | 2024 |
| Magen David Adom | New York, NY | $5,000 | GENERAL | 2024 |
| Anti Defamation League | New York, NY | $4,000 | GENERAL | 2025 |
| Friends of Israel Defense | New York, NY | $4,000 | GENERAL | 2025 |
| United Synagogue of Hoboken | Hoboken, NJ | $3,300 | GENERAL | 2017 |
| Hebrew Immigrant Aid Society | Silver Spring, MD | $3,000 | GENERAL | 2022 |
| True Mentors Hoboken | Hoboken, NJ | $3,000 | GENERAL | 2022 |
| United Synagogue of Hoboken | Hoboken, NJ | $3,000 | GENERAL | 2022 |
| Jfedla | Los Angeles, CA | $3,000 | GENERAL | 2025 |
| Jewish National Fund | New York, NY | $3,000 | GENERAL | 2023 |
| S for All Foundation | Baltimore, MD | $3,000 | GENERAL | 2023 |
| Mazon | Los Angeles, CA | $2,900 | GENERAL | 2022 |