George & Mildred Falk Charitable Trust

Foundation · Grantmaker WORCESTER, MA EIN: 04-6086144

George & Mildred Falk Charitable Trust is a private foundation, based in WORCESTER, MA. IRS filing data is available for 2020. As of 2020, the organization holds $175K in total assets. In 2020, it awarded 7 grants totaling $14K. Net investment income was $11K.

Financial Overview

From 2020 IRS Form 990-PF · View filing

Total Assets

$175K

Annual Giving

$14K

Grant Count

Avg Grant Size

$2K

Under IRS private-foundation payout rules, George & Mildred Falk Charitable Trust reported a distributable amount of $13K for 2020 — the minimum it must pay out in qualifying distributions.

About George & Mildred Falk Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $13K (93%)

New York $1K (7%)

States

Massachusetts New York

Cities

BostonNatickNew YorkWestboroughWorcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2020
Total Assets	$174,984
Revenue	$18,409
Expenses	$15,958
Qualifying Distributions	—
Net Investment Income	$11,416
Distributable Amount	$13,010

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2020

Grant Size Distribution

7 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2020 grants, the largest include Clark University ($5,000), Temple Israel - Boston ($3,585), Boston Music Project ($2,000).

Recipient	Purpose	Amount
PLANNED PARENTHOOD NEW YORK, NY	GENERAL CONTRIBUTION	$1,000
TEMPLE ISRAEL - BOSTON BOSTON, MA	GENERAL CONTRIBUTION	$3,585
BOSTON MUSIC PROJECT BOSTON, MA	GENERAL CONTRIBUTION	$2,000
JEWISH HEALTHCARE CENTER WORCESTER, MA	GENERAL CONTRIBUTION	$1,000
WALNUT HILL SCHOOL FOR PERFORMING ARTS NATICK, MA	GENERAL CONTRIBUTION	$500
CENTRAL MA FOOD RESCUE WESTBOROUGH, MA	GENERAL CONTRIBUTION	$750
CLARK UNIVERSITY WORCESTER, MA	GENERAL CONTRIBUTION	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

Name	Title	Hours	Compensation
MICHAEL WOLPERT	TRUSTEE/ADM	0.5	—
MARILYN A WOLPERT	TRUSTEE	—	—
BARBARA FALK	TRUSTEE	—	—

Frequently Asked Questions

How large is George & Mildred Falk Charitable Trust?

As of 2020, George & Mildred Falk Charitable Trust holds $175K in total assets with $18K in annual revenue. It awarded 7 grants totaling $14K in 2020.

Where does George & Mildred Falk Charitable Trust operate?

George & Mildred Falk Charitable Trust has awarded grants in Massachusetts, New York.

What size grants does George & Mildred Falk Charitable Trust award?

In 2020, George & Mildred Falk Charitable Trust awarded 7 grants totaling $14K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is George & Mildred Falk Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2020, George & Mildred Falk Charitable Trust reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is George & Mildred Falk Charitable Trust's EIN?

George & Mildred Falk Charitable Trust's EIN (Employer Identification Number) is 04-6086144. IRS Form 990 filing data is available on this page for 2020.