Nonprofit · EIN 20-1239032
BERNARD AND NITA TRUGMAN CHARITABLE TRUST
Tax-exempt · WORCESTER, MA 01606
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $39,377 | $33,283 | $6,094 | $551,640 | $0 | $551,640 |
| February 28, 2025 | 990-PF | $33,577 | $35,982 | -$2,405 | $545,546 | $0 | $545,546 |
| February 29, 2024 | 990-PF | $18,821 | $36,875 | -$18,054 | $547,951 | $0 | $547,951 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $15,487
- Net gain from sales of assets
- $23,890
Expenses
- Grants and similar amounts paid
- $31,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $31,200
- Excise tax on investment income
- $518
Balance sheet and other
- Total assets, start of year
- $545,546
- Total assets, end of year
- $551,640
- Total liabilities, end of year
- $0
- Net assets, end of year
- $551,640
- Fair market value of assets
- $743,939
- Qualifying distributions
- $31,200
- Net investment income
- $39,377
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHEILA TRUGMAN 11 ROLLINGWOOD DRIVE, WORCESTER, MA 01609 | TRUSTEE | 1 | $0 |
| JOEL M TRUGMAN 1025 MAXWELL LANE 703, HOBOKEN, NJ 07030 | TRUSTEE | 1 | $0 |
| CARA NASH IASON 606 WALTON AVENUE, MAMARONECK, NY 10543 | TRUSTEE | 1 | $0 |
990-PF for the year ended February 28, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHEILA TRUGMAN 11 ROLLINGWOOD DRIVE, WORCESTER, MA 01609 | TRUSTEE | 1 | $0 |
| JOEL M TRUGMAN 1025 MAXWELL LANE 703, HOBOKEN, NJ 07030 | TRUSTEE | 1 | $0 |
| CARA NASH IASON 606 WALTON AVENUE, MAMARONECK, NY 10543 | TRUSTEE | 1 | $0 |
990-PF for the year ended February 29, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHEILA TRUGMAN 11 ROLLINGWOOD DRIVE, WORCESTER, MA 01609 | TRUSTEE | 1 | $0 |
| JOEL M TRUGMAN 1025 MAXWELL LANE 703, HOBOKEN, NJ 07030 | TRUSTEE | 1 | $0 |
| CARA NASH IASON 606 WALTON AVENUE, MAMARONECK, NY 10543 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- SPINELLI CPA 146 WEST BOYLSTON DR, WORCESTER, MA 01606-0000
- In care of
- % GRKB
- Signed the 990-PF
- SHEILA TRUGMAN, TRUSTEE
- Phone
- (508) 365-6522
- Return prepared by
- SPINELLI CPA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1239032
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $551,640
- Income (IRS master file)
- $120,891
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $39,377 | $33,283 | $551,640 | XML |
| 990-PF | February 2025 | $33,577 | $35,982 | $545,546 | XML |
| 990-PF | February 2024 | $18,821 | $36,875 | $547,951 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1239032).
Questions about BERNARD AND NITA TRUGMAN CHARITABLE TRUST
- What is the EIN of BERNARD AND NITA TRUGMAN CHARITABLE TRUST?
- The employer identification number (EIN) of BERNARD AND NITA TRUGMAN CHARITABLE TRUST is 20-1239032.
- Is BERNARD AND NITA TRUGMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BERNARD AND NITA TRUGMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNARD AND NITA TRUGMAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD AND NITA TRUGMAN CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNARD AND NITA TRUGMAN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of BERNARD AND NITA TRUGMAN CHARITABLE TRUST?
- The 990-PF for the year ended February 28, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does BERNARD AND NITA TRUGMAN CHARITABLE TRUST have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $39,377, expenses of $33,283 and total assets of $551,640 at year end.
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