Bohmfalk Charitable Trust XXXXX7009

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.

Key facts about Bohmfalk Charitable Trust XXXXX7009

EIN: 13-3501941
Latest 990 filing: Form 990-PF, 2025
Annual giving (2025): $480,000
Grants made (2025): 4
Average grant: $120,000
Median grant: $125,000
Total assets: $8,833,714
Primary geography: New York (57% of itemized 2025 grant dollars)

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

Who Bohmfalk Charitable Trust XXXXX7009 funds

By grant dollars, the top recipient states for Bohmfalk Charitable Trust XXXXX7009's 4 itemized 2025 grants were New York (57%), Connecticut (33%) and Virginia (10%). The most frequent recipient cities were New York, NY (2 grants). 100% of grants with a stated purpose were for general or operating support.

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.

Next steps with Bohmfalk Charitable Trust XXXXX7009

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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 $274K (57%)

Connecticut $158K (33%)

Virginia $48K (10%)

Share of all 4 itemized 2025 grant dollars.

States

Connecticut New York Virginia

Cities

New YorkAlexandriaNew Haven

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

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2021–2025

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 recipients include Columbia University ($182,000), Yale University School of Medicine ($158,000), Cornell University ($92,000).

Recipient	Purpose	Amount
COLUMBIA UNIVERSITY New York, NY	GENERAL	$182,000
YALE UNIVERSITY SCHOOL OF MEDICINE New Haven, CT	GENERAL	$158,000
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

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.