Aj & Md Ruggiero Memorial Trust

Chicago, IL
Tax-exempt since May 1996
EIN: 86-6240840

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$505k (2024)

Expenses

$504k (2024)

Total Assets

$7.14M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 Dec.
2024

Revenue

$505,486

Expenses

$503,565

Net Income

$1,921

Net Assets

$7,143,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$304,365	60.2%
Sales of Assets	$201,121	39.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$430,378	85.5%
Compensation of Officers*	$112,788	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,143,050
Total Liabilities	$0
Net Assets	$7,143,050

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$112,788	$0

990-PF

Filed on May 7, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$943,679

Expenses

$507,132

Net Income

$436,547

Net Assets

$7,152,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$241,580	25.6%
Sales of Assets	$702,099	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$435,857	85.9%
Compensation of Officers*	$104,875	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,152,735
Total Liabilities	$0
Net Assets	$7,152,735

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$104,875	$0

990-PF

Filed on April 22, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$443,344

Expenses

$538,813

Net Income

-$95,469

Net Assets

$6,715,104

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$232,394	52.4%
Sales of Assets	$210,945	47.6%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$469,577	87.2%
Compensation of Officers*	$107,348	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,715,104
Total Liabilities	$0
Net Assets	$6,715,104

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$107,348	$0

990-PF

Filed on May 1, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$550,185

Expenses

$481,532

Net Income

$68,653

Net Assets

$6,812,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$248,907	45.2%
Sales of Assets	$301,278	54.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$413,125	85.8%
Compensation of Officers*	$111,142	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,812,214
Total Liabilities	$0
Net Assets	$6,812,214

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$111,142	$0

990-PF

Filed on April 25, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$393,512

Expenses

$482,615

Net Income

-$89,103

Net Assets

$6,743,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$184,376	46.9%
Sales of Assets	$209,136	53.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$416,705	86.3%
Compensation of Officers*	$99,596	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,743,113
Total Liabilities	$1
Net Assets	$6,743,112

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$99,596	$0

990-PF

Filed on Aug. 4, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$313,105

Expenses

$479,985

Net Income

-$166,880

Net Assets

$6,832,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,128	0.4%
Interest Revenue	$0
Dividends	$209,872	67.0%
Sales of Assets	$102,105	32.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$408,662	85.1%
Compensation of Officers*	$101,316	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,832,329
Total Liabilities	$1
Net Assets	$6,832,328

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$101,316	$0

990-PF

Filed on June 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$625,930

Expenses

$450,828

Net Income

$175,102

Net Assets

$6,999,837

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$395,743	63.2%
Interest Revenue	$0
Dividends	$207,751	33.2%
Sales of Assets	$22,424	3.6%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$385,761	85.6%
Compensation of Officers*	$82,210	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,999,837
Total Liabilities	$0
Net Assets	$6,999,837

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$82,210	$0

990-PF

Filed on May 6, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$357,845

Expenses

$433,629

Net Income

-$75,784

Net Assets

$6,894,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$187,814	52.5%
Sales of Assets	$164,236	45.9%
Other Income	$5,795	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$380,791	87.8%
Compensation of Officers*	$83,017	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,894,836
Total Liabilities	$0
Net Assets	$6,894,836

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chnase Bank Na (Trustee)	$83,017	$0

990-PF

Filed on April 27, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$194,715

Expenses

$457,486

Net Income

-$262,771

Net Assets

$7,339,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$221,832	> 100%
Sales of Assets	$0
Other Income	$85	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$418,466	91.5%
Compensation of Officers*	$62,310	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,339,298
Total Liabilities	$0
Net Assets	$7,339,298

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$226,461

Expenses

$461,601

Net Income

-$235,140

Net Assets

$7,596,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$226,927	> 100%
Sales of Assets	$0
Other Income	$535	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$400,237	86.7%
Compensation of Officers*	$65,301	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,596,478
Total Liabilities	$0
Net Assets	$7,596,478

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$466,730

Expenses

$457,302

Net Income

$9,428

Net Assets

$7,832,245

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$230,232	49.3%
Sales of Assets	$235,626	50.5%
Other Income	$872	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$401,176	87.7%
Compensation of Officers*	$71,016	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,832,245
Total Liabilities	$0
Net Assets	$7,832,245

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$307,049

Expenses

$462,216

Net Income

-$155,167

Net Assets

$7,822,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$260,952	85.0%
Sales of Assets	$52,932	17.2%
Other Income	-$6,835

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$393,678	85.2%
Compensation of Officers*	$70,380	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,822,866
Total Liabilities	$0
Net Assets	$7,822,866

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$547,742

Expenses

$460,037

Net Income

$87,705

Net Assets

$7,976,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$234	0.0%
Dividends	$278,413	50.8%
Sales of Assets	$261,773	47.8%
Other Income	$7,322	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$396,807	86.3%
Compensation of Officers*	$70,668	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,976,988
Total Liabilities	$1
Net Assets	$7,976,987

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Aj & Md Ruggiero Memorial Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $505k (2024)

Expenses $504k (2024)

Total Assets $7.14M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$505k (2024)

Expenses

$504k (2024)

Total Assets

$7.14M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

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2003

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2002

Fiscal Year Ending Dec.
2001