Bohmfalk Charitable Trust XXXXX7009

Private foundation · Grantmaker 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.

Bohmfalk Charitable Trust XXXXX7009 at a glance

In short: Bohmfalk Charitable Trust XXXXX7009 gave $480K across 4 grants in 2025 (avg $120K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$480,000
-11.3% vs 2024
Grants made (2025)
4
+0.0% vs 2024
Average grant
$120,000
-11.3% vs 2024
Median grant
$125,000
Total assets
$8,833,714
-0.0% vs 2024
Primary geography
New York (57% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who Bohmfalk Charitable Trust XXXXX7009 funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

Columbia University: $182KColumbia University$182KYale University School of Medicine: $158KYale University School ofMedicine$158KCornell University: $92KCornell University$92KSalvation Army: $48KSalvation Army$48K

The largest 2025 recipient was Columbia University ($182K). Together the top 4 received $480K.

Grant Size Distribution

20 grants across all recorded years

4<$50K4$50–100K12$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 12 grants of 20 (60%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 4 itemized grants.

Cities

New YorkAlexandriaNew Haven

How Bohmfalk Charitable Trust XXXXX7009 gives

  • Giving held roughly steady from 2022 to 2025 (−9%). Method
  • In 2025 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2021 to 2025, annual grant giving ranged from $480K (2025) to $598K (2023). In 2025 it made 4 grants totaling $480K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Columbia University New York, NYGeneral$182,000
Yale University School of Medicine New Haven, CTGeneral$158,000
Cornell University New York, NYGeneral$92,000
Salvation Army Alexandria, VAGeneral$48,000
Your AI grants department

Ready to take the next step with Bohmfalk Charitable Trust XXXXX7009?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$8,833,714$560,281$563,561$480,0004$550,257$550,425$683,075
2024$8,836,994$140,484$627,412$541,2584$611,436$301,593$672,614
2023$9,262,674$373,653$678,092$597,5094$661,202$355,016$622,377
2022$9,505,864$627,206$624,352$525,0074$558,270$575,229$645,069
2021$9,503,298$713,423$612,995$525,0024—$670,056$597,323

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.

Leadership & Key People

Officers and directors from IRS filings

Bohmfalk Charitable Trust XXXXX7009's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Winthrop Rutherford Esq.

    Co-Trustee

    On filings since 2021

    2 hrs/week

    $14K (2021) → $16K (2025)

  • Anil K. Rustgi MD

    Co-Trustee

    On filings since 2021

    2 hrs/week

    No compensation reported

Former officers (1)
  • Former: JP Morgan Chase Bank N A (2021) — Trustee

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Winthrop Rutherford ESQ — Co-Trustee: $16KWinthrop Rutherford ESQCo-Trustee$16K

The highest reported compensation on the 2025 filing was $16K, to Winthrop Rutherford ESQ (Co-Trustee).

Frequently asked questions about Bohmfalk Charitable Trust XXXXX7009

How much does Bohmfalk Charitable Trust XXXXX7009 give each year?

Bohmfalk Charitable Trust XXXXX7009 gave $480K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $541K across 4 grants.

What is Bohmfalk Charitable Trust XXXXX7009's typical grant size?

Bohmfalk Charitable Trust XXXXX7009's median grant in 2025 was $125,000, and its average grant was $120,000, across 4 grants on its 2025 IRS Form 990-PF.

Where does Bohmfalk Charitable Trust XXXXX7009 give grants?

Bohmfalk Charitable Trust XXXXX7009 gives mostly in New York: 57% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (33%) and Virginia (10%). The most frequent recipient cities were New York, NY (2 grants).

Does Bohmfalk Charitable Trust XXXXX7009 give general operating support?

Yes: 100% of Bohmfalk Charitable Trust XXXXX7009's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Bohmfalk Charitable Trust XXXXX7009?

Bohmfalk Charitable Trust XXXXX7009 reported $8.8M in total assets on its 2025 IRS Form 990-PF. It paid out $550K in qualifying distributions that year, against a required minimum of $683K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Explore Open Grants

Browse active grant opportunities in Bohmfalk Charitable Trust XXXXX7009's focus areas in our free grants database

Similar Funders

Funders with grantees in common

Shirley G Benerofe Foundation Inc

White Plains, NY

Philanthropy, Voluntarism & Grantmaking

Assets

$6K

Grants

1

Total Given

$500

The Allayne and Douglas Wick Foundation

Gates Mills, OH

The foundation’s 2025 grants supported charitable organizations in areas including food assistance, education, health and mental health, arts and culture, and historic preservation, with most funding going to Ohio and smaller shares to Massachusetts, New Hampshire, New York, and North Carolina. It made 59 grants totaling $383,677; awards ranged from $500 to $252,677, with a median of $1,500. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$695K

Grants

59

Total Given

$384K

Yang Family Foundation

Cherry Hill, NJ

Philanthropy, Voluntarism & Grantmaking

Assets

$884K

Grants

5

Total Given

$133K

Varnum-De Rose Trust

Pittsburgh, PA

The Varnum-De Rose Trust funds a range of charitable organizations, including educational, arts, health, and community groups, with most recent grants concentrated in New York, followed by Massachusetts, Connecticut, and New Jersey. Its 2025 grants ranged from $6,000 to $55,000, with a median of $13,500. It gives only to preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$7.4M

Grants

22

Total Given

$425K

Van WIE Family Foundation

Houston, TX

The Van Wie Family Foundation supports youth programs, faith-based organizations, food assistance, health services, and education, with most 2024 grant dollars going to Texas and others reaching organizations in several states. Its 24 grants ranged from $1,000 to $15,000, with a median of $3,750. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.3M

Grants

24

Total Given

$99K

Dr Sylvia and Jack Arian Foundation

Los Angeles, CA

Philanthropy, Voluntarism & Grantmaking

Assets

—

Grants

1

Total Given

$225K

More similar funders

More Funders in Illinois

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Bohmfalk Charitable Trust XXXXX7009's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Bohmfalk Charitable Trust XXXXX7009 down — hundreds of funders to go?

Want AI to do this for you?