George & Mildred Falk Charitable Trust

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

7

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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BostonNatickNew YorkWestboroughWorcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K2020
Metric2020
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

$0$3K$7K$10K$14K7 grants2020

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2020

CLARK UNIVERSITY$5KTEMPLE ISRAEL - BOSTON$4KBOSTON MUSIC PROJECT$2KPLANNED PARENTHOOD$1KJEWISH HEALTHCARE CENTER$1KCENTRAL MA FOOD RESCUE$750WALNUT HILL SCHOOL FOR P…$500

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2020 IRS filing

From 2020 filing

NameTitleHoursCompensation
MICHAEL WOLPERTTRUSTEE/ADM0.5
MARILYN A WOLPERTTRUSTEE
BARBARA FALKTRUSTEE

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.

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Browse active grant opportunities in George & Mildred Falk Charitable Trust's focus areas in our free grants database

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

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