Irene & Joseph Malek Charitable Trust
Irene & Joseph Malek Charitable Trust is a private foundation, based in Omaha, NE. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 9 grants totaling $142K. Net investment income was $124K.
Key facts about Irene & Joseph Malek Charitable Trust
In short: Irene & Joseph Malek Charitable Trust gave $142K across 9 grants in 2025 (avg $16K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.
- EIN
- 52-7242731
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $142,000
- Grants made (2025)
- 9
- Average grant
- $15,778
- Median grant
- $17,000
- Total assets
- $2,298,459
- Primary geography
- Nebraska (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.3M
-1.6% YoY
Annual Giving
$142K
-9.6% YoY
Grant Count
9
-18.2% YoY
Avg Grant Size
$16K
+10.5% YoY
Under IRS private-foundation payout rules, Irene & Joseph Malek Charitable Trust reported a distributable amount of $165K for 2025 — the minimum it must pay out in qualifying distributions.
How Irene & Joseph Malek Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−14%). Method
- In 2025 it paid out 95% 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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $142K (2025) to $187K (2021). In 2025 it made 9 grants totaling $142K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was University of Nebraska Foundation ($33K). Together the top 9 received $142K.
Grant Size Distribution
54 grants across all recorded years
The most common grant size was under $50K: 54 grants of 54 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Nebraska Foundation Lincoln, NE | To Support General Programs of the Organization | $33,000 |
| Marian High School Omaha, NE | To Support General Programs of the Organization | $25,000 |
| Nebraska State Bar Foundation Lincoln, NE | To Support General Programs of the Organization | $25,000 |
| St John's Parish Omaha, NE | To Support General Programs of the Organization | $25,000 |
| Boys & Girls Club of the Midlands Omaha, NE | To Support General Programs of the Organization | $17,000 |
| Bellevue University Bellevue, NE | To Support General Programs of the Organization | $8,000 |
| St Augustine Indian Mission South Winnebago, NE | To Support General Programs of the Organization | $5,000 |
| Girl Scouts Spirit of Nebraska Omaha, NE | To Support General Programs of the Organization | $2,000 |
| Friends of Kios Broadcasting Serv of Omaha Omaha, NE | Provide educational and charitable services | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,298,459 | $2,336,200 | $2,276,797 |
| Revenue | $164,747 | $269,602 | $101,590 |
| Expenses | $202,488 | $210,199 | $206,935 |
| Qualifying Distributions | $155,978 | $170,228 | $171,905 |
| Net Investment Income | $123,764 | $230,710 | $66,082 |
| Distributable Amount | $164,566 | $159,063 | $155,288 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
Leadership & Key People
Officers and directors from IRS filings
Irene & Joseph Malek Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Cassem Tierney Adams Gotch
Co-Trustee
Co-Trustee: As Needed → Co-Trustee, 2021
On filings since 2020
2 hrs/week
$21K (2020) → $21K (2025)
Union Bank Trust Company
Co-Trustee
Co-Trustee: As Needed → Co-Trustee, 2021
On filings since 2020
2 hrs/week
$23K (2020) → $31K (2025)
Data from IRS Form 990 filings, 2020–2025. "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
The highest reported compensation on the 2025 filing was $31K, to Union Bank Trust Company (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Irene & Joseph Malek Charitable Trust
How much does Irene & Joseph Malek Charitable Trust give each year?
Irene & Joseph Malek Charitable Trust gave $142K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $157K across 11 grants.
What is Irene & Joseph Malek Charitable Trust's typical grant size?
Irene & Joseph Malek Charitable Trust's median grant in 2025 was $17,000, and its average grant was $15,778, across 9 grants on its 2025 IRS Form 990-PF.
Where does Irene & Joseph Malek Charitable Trust give grants?
Irene & Joseph Malek Charitable Trust gives mostly in Nebraska: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Omaha, NE (5 grants) and Lincoln, NE (2 grants).
Does Irene & Joseph Malek Charitable Trust give general operating support?
Yes: 89% of Irene & Joseph Malek Charitable Trust's 2025 grants with a stated purpose (8 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Irene & Joseph Malek Charitable Trust's largest grantees?
Irene & Joseph Malek Charitable Trust's largest 2025 grantees include University of Nebraska Foundation ($33,000), Marian High School ($25,000) and Nebraska State Bar Foundation ($25,000), according to its 2025 IRS Form 990-PF. Together they received 58% of its itemized 2025 grant dollars.
How large is Irene & Joseph Malek Charitable Trust?
Irene & Joseph Malek Charitable Trust reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $156K in qualifying distributions that year, against a required minimum of $165K (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 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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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