Tonna Charitable Trust

Worcester, MA
Tax-exempt since Oct. 1956
EIN: 04-6051090

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$143k (2024)

Expenses

$112k (2024)

Total Assets

$1.2M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2024

Revenue

$142,951

Expenses

$112,112

Net Income

$30,839

Net Assets

$1,196,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	70.0%
Interest Revenue	$277	0.2%
Dividends	$41,560	29.1%
Sales of Assets	$659	0.5%
Other Income	$455	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,960	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,196,856
Total Liabilities	$0
Net Assets	$1,196,856

Compensation

Key Employees and Officers	Compensation	Other
Dianne Tonna (Trustee)	$0	$0
George Tonna (Trustee)	$0	$0

990-PF

Filed on April 22, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2023

Revenue

$123,553

Expenses

$87,467

Net Income

$36,086

Net Assets

$1,166,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$82,000	66.4%
Interest Revenue	$1,006	0.8%
Dividends	$39,130	31.7%
Sales of Assets	$1,303	1.1%
Other Income	$114	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,975	85.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,166,017
Total Liabilities	$0
Net Assets	$1,166,017

Compensation

Key Employees and Officers	Compensation	Other
Dianne Tonna (Trustee)	$0	$0
George Tonna (Trustee)	$0	$0

990-PF

Filed on Feb. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2022

Revenue

$269,573

Expenses

$88,379

Net Income

$181,194

Net Assets

$1,129,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$75,500	28.0%
Interest Revenue	$447	0.2%
Dividends	$33,925	12.6%
Sales of Assets	$156,062	57.9%
Other Income	$3,639	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,400	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,129,931
Total Liabilities	$0
Net Assets	$1,129,931

Compensation

Key Employees and Officers	Compensation	Other
Dianne Tonna (Trustee)	$0	$0
George Tonna (Trustee)	$0	$0

990-PF

Filed on Feb. 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2021

Revenue

$214,374

Expenses

$80,864

Net Income

$133,510

Net Assets

$948,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,000	32.7%
Interest Revenue	$15	0.0%
Dividends	$28,256	13.2%
Sales of Assets	$116,103	54.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,700	87.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$948,737
Total Liabilities	$0
Net Assets	$948,737

Compensation

Key Employees and Officers	Compensation	Other
Dianne Tonna (Trustee)	$0	$0
George Tonna (Trustee)	$0	$0

990-PF

Filed on Feb. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2020

Revenue

$90,168

Expenses

$64,446

Net Income

$25,722

Net Assets

$815,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$65,000	72.1%
Interest Revenue	$144	0.2%
Dividends	$29,735	33.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,450	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$815,227
Total Liabilities	$1
Net Assets	$815,226

Compensation

Key Employees and Officers	Compensation	Other
Dianne Tonna (Trustee)	$0	$0
George Tonna (Trustee)	$0	$0

990-PF

Filed on Feb. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2019

Revenue

$43,470

Expenses

$68,025

Net Income

-$24,555

Net Assets

$789,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,000	> 100%
Interest Revenue	$286	0.7%
Dividends	$27,661	63.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,175	88.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$789,505
Total Liabilities	$1
Net Assets	$789,504

Compensation

Key Employees and Officers	Compensation	Other
Dianne Tonna (Trustee)	$0	$0
Florica Tonna (Trustee)	$0	$0
George Tonna (Trustee)	$0	$0

990-PF

Filed on Feb. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2018

Revenue

$140,661

Expenses

$56,910

Net Income

$83,751

Net Assets

$814,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$110,960	78.9%
Interest Revenue	$54	0.0%
Dividends	$26,266	18.7%
Sales of Assets	$3,381	2.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,575	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$814,060
Total Liabilities	$0
Net Assets	$814,060

Compensation

Key Employees and Officers	Compensation	Other
Dianne Tonna (Trustee)	$0	$0
Florica Tonna (Trustee)	$0	$0
George Tonna (Trustee)	$0	$0

990-PF

Filed on Feb. 19, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2017

Revenue

$233,748

Expenses

$47,777

Net Income

$185,971

Net Assets

$730,309

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$212,640	91.0%
Interest Revenue	$15	0.0%
Dividends	$21,941	9.4%
Sales of Assets	-$848
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,950	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$730,309
Total Liabilities	$0
Net Assets	$730,309

Compensation

Key Employees and Officers	Compensation	Other
Dianne Tonna (Trustee)	$0	$0
Florica Tonna (Trustee)	$0	$0
George Tonna (Trustee)	$0	$0

990-PF

Filed on Feb. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2016

Revenue

$36,754

Expenses

$38,942

Net Income

-$2,188

Net Assets

$544,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$35	0.1%
Interest Revenue	$14	0.0%
Dividends	$19,441	52.9%
Sales of Assets	$17,264	47.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,975	89.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$544,338
Total Liabilities	$0
Net Assets	$544,338

Compensation

Key Employees and Officers	Compensation	Other
Dianne Tonna (Trustee)	$0	$0
Florica Tonna (Trustee)	$0	$0
George Tonna (Trustee)	$0	$0

990-PF

Filed on Feb. 2, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2015

Revenue

$19,307

Expenses

$27,732

Net Income

-$8,425

Net Assets

$546,526

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$35	0.2%
Interest Revenue	$20	0.1%
Dividends	$16,753	86.8%
Sales of Assets	$2,499	12.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,870	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$546,526
Total Liabilities	$0
Net Assets	$546,526

Compensation

Key Employees and Officers	Compensation	Other
Dianne Tonna (Trustee)	$0	$0
Florica Tonna (Trustee)	$0	$0
George Tonna (Trustee)	$0	$0

990-PF

Filed on Feb. 1, 2016

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Fiscal Year Ending Nov.
2014

Revenue

$15,228

Expenses

$41,142

Net Income

-$25,914

Net Assets

$554,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.1%
Dividends	$15,531	> 100%
Sales of Assets	-$325
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,075	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$554,951
Total Liabilities	$0
Net Assets	$554,951

Compensation

Key Employees and Officers	Compensation	Other
Dianne Tonna (Trustee)	$0	$0
Florica Tonna (Trustee)	$0	$0
George Tonna (Trustee)	$0	$0

990-PF

Filed on Feb. 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2013

Revenue

$19,975

Expenses

$64,691

Net Income

-$44,716

Net Assets

$580,864

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$35	0.2%
Interest Revenue	$28	0.1%
Dividends	$14,647	73.3%
Sales of Assets	$5,265	26.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,290	87.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$580,865
Total Liabilities	$1
Net Assets	$580,864

990-PF

Filed on March 28, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Nov.
2012

Revenue

$96,022

Expenses

$45,585

Net Income

$50,437

Net Assets

$625,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,112	2.2%
Interest Revenue	$17	0.0%
Dividends	$15,080	15.7%
Sales of Assets	$80,935	84.3%
Other Income	-$2,122

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,420	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$625,581
Total Liabilities	$0
Net Assets	$625,581

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$653

Expenses

$39,367

Net Income

-$38,714

Net Assets

$575,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$35	5.4%
Interest Revenue	$82	12.6%
Dividends	$14,297	> 100%
Sales of Assets	$0
Other Income	-$670

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,930	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$575,144
Total Liabilities	$0
Net Assets	$575,144

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Tonna Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $143k (2024)

Expenses $112k (2024)

Total Assets $1.2M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$143k (2024)

Expenses

$112k (2024)

Total Assets

$1.2M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

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2023

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2017

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Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
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