Bohmfalk Charitable Trust Xxxxx7009

CHICAGO, IL EIN: 13-3501941

Bohmfalk Charitable Trust Xxxxx7009 is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $8.8M in total assets. In 2025, it awarded 4 grants totaling $480K. Net investment income was $550K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$8.8M

-0.0% YoY

Annual Giving

$480K

-11.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$120K

-11.3% YoY

Under IRS private-foundation payout rules, Bohmfalk Charitable Trust Xxxxx7009 reported a distributable amount of $683K for 2025 — the minimum it must pay out in qualifying distributions.

About Bohmfalk Charitable Trust Xxxxx7009

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $1.4M (53%)

Connecticut $1.0M (38%)

Virginia $249K (9%)

States

Connecticut New York Virginia

Cities

AlexandriaNew HavenNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$8,833,714	$8,836,994	$9,262,674
Revenue	$560,281	$140,484	$373,653
Expenses	$563,561	$627,412	$678,092
Qualifying Distributions	$550,257	$611,436	$661,202
Net Investment Income	$550,425	$301,593	$355,016
Distributable Amount	$683,075	$672,614	$622,377

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Columbia University ($182,000), Yale University School of Medicine ($158,000), Cornell University ($92,000).

Recipient	Purpose	Amount
YALE UNIVERSITY SCHOOL OF MEDICINE NEW HAVEN, CT	GENERAL	$158,000
COLUMBIA UNIVERSITY NEW YORK, NY	GENERAL	$182,000
CORNELL UNIVERSITY NEW YORK, NY	GENERAL	$92,000
SALVATION ARMY ALEXANDRIA, VA	GENERAL	$48,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
WINTHROP RUTHERFORD ESQ	CO-TRUSTEE	2	$16,427
ANIL K RUSTGI MD	CO-TRUSTEE	2	—

Frequently Asked Questions

How large is Bohmfalk Charitable Trust Xxxxx7009?

As of 2025, Bohmfalk Charitable Trust Xxxxx7009 holds $8.8M in total assets with $560K in annual revenue. It awarded 4 grants totaling $480K in 2025.

Where does Bohmfalk Charitable Trust Xxxxx7009 operate?

Bohmfalk Charitable Trust Xxxxx7009 has awarded grants in Connecticut, New York, Virginia.

What size grants does Bohmfalk Charitable Trust Xxxxx7009 award?

In 2025, Bohmfalk Charitable Trust Xxxxx7009 awarded 4 grants totaling $480K — an average of about $120K per grant, based on its IRS Form 990 filings.

How much is Bohmfalk Charitable Trust Xxxxx7009 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Bohmfalk Charitable Trust Xxxxx7009 reported a distributable amount of $683K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bohmfalk Charitable Trust Xxxxx7009's EIN?

Bohmfalk Charitable Trust Xxxxx7009's EIN (Employer Identification Number) is 13-3501941. IRS Form 990 filing data is available on this page for 2021–2025.