Irene & Joseph Malek Charitable Trust
Irene & Joseph Malek Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OMAHA, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 11 grants totaling $157K. Net investment income was $231K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
+2.6% YoY
Annual Giving
$157K
-1.9% YoY
Grant Count
11
+0.0% YoY
Avg Grant Size
$14K
-1.9% YoY
Under IRS private-foundation payout rules, Irene & Joseph Malek Charitable Trust reported a distributable amount of $159K for 2024 — the minimum it must pay out in qualifying distributions.
About Irene & Joseph Malek Charitable Trust
Based on IRS filings
Irene & Joseph Malek Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OMAHA, NE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 11 grants totaling $157K. Net investment income was $231K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,336,200 | $2,276,797 | $2,382,142 |
| Revenue | $269,602 | $101,590 | $88,314 |
| Expenses | $210,199 | $206,935 | $216,019 |
| Qualifying Distributions | $170,228 | $171,905 | $177,167 |
| Net Investment Income | $230,710 | $66,082 | $52,551 |
| Distributable Amount | $159,063 | $155,288 | $163,551 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
56 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Nebraska Foundation ($33,000), Creighton Prep High School ($25,000), Marian High School ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CREIGHTON PREP HIGH SCHOOL OMAHA, NE | TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION | $25,000 |
| MARIAN HIGH SCHOOL OMAHA, NE | TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION | $25,000 |
| BELLEVUE UNIVERSITY BELLEVUE, NE | TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION | $8,000 |
| NEBRASKA STATE BAR FOUNDATION LINCOLN, NE | TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION | $12,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION LINCOLN, NE | TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION | $33,000 |
| BRAIN INJURY ASSOCIATION - NEBRASKA LINCOLN, NE | TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION | $2,000 |
| ST AUGUSTINE INDIAN MISSION SOUTH WINNEBAGO, NE | TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION | $5,000 |
| ST JOHN'S PARISH OMAHA, NE | TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION | $25,000 |
| GIRL SCOUTS SPIRIT OF NEBRASKA OMAHA, NE | TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION | $2,000 |
| CREIGHTON UNIVERSITY OMAHA, NE | TO SUPPORT GENERAL PROGRAMS OF THE ORGANIZATION | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| UNION BANK TRUST COMPANY | CO-TRUSTEE | 2 | $28,260 |
| CASSEM TIERNEY ADAMS GOTCH | CO-TRUSTEE | 2 | $21,440 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Irene & Joseph Malek Charitable Trust?
Irene & Joseph Malek Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OMAHA, NE. It holds $2.3M in total assets as of 2024.
How large is Irene & Joseph Malek Charitable Trust?
As of 2024, Irene & Joseph Malek Charitable Trust holds $2.3M in total assets with $270K in annual revenue. It awarded 11 grants totaling $157K in 2024.
Where does Irene & Joseph Malek Charitable Trust operate?
Irene & Joseph Malek Charitable Trust has awarded grants in Nebraska.
What size grants does Irene & Joseph Malek Charitable Trust award?
In 2024, Irene & Joseph Malek Charitable Trust awarded 11 grants totaling $157K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Irene & Joseph Malek Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Irene & Joseph Malek Charitable Trust reported a distributable amount of $159K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Irene & Joseph Malek Charitable Trust's EIN?
Irene & Joseph Malek Charitable Trust's EIN (Employer Identification Number) is 52-7242731. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Irene & Joseph Malek 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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