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Nonprofit · EIN 36-6975534

DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST

Also known as M JAMES TERMONDT

Tax-exempt · DALLAS, TX 75265

Financials

$5.2M$9.4M2022$8.2M$9.2M2023$9M$9.9M2024
Revenue Expenses · by fiscal year end
Financials of DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$9,005,077$9,928,912-$923,835$145,524,300$0$145,524,300
November 30, 2024990-PF$8,175,205$9,203,651-$1,028,446$146,176,703$0$146,176,703
November 30, 2023990-PF$5,226,355$9,429,324-$4,202,969$145,877,488$0$145,877,488
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$4,102,686
Net gain from sales of assets
$4,902,391

Expenses

Grants and similar amounts paid
$8,279,791
Compensation of officers, directors and key employees
$832,239
Disbursements for charitable purposes
$9,141,643
Excise tax on investment income
$116,344

Balance sheet and other

Total assets, start of year
$146,176,703
Total assets, end of year
$145,524,300
Total liabilities, end of year
$0
Net assets, end of year
$145,524,300
Fair market value of assets
$197,198,086
Qualifying distributions
$9,141,643
Net investment income
$9,171,346

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 75265
TRUSTEE1$832,239
990-PF for the year ended November 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 75265
TRUSTEE1$786,745
990-PF for the year ended November 30, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
PO BOX 653067, DALLAS, TX 75265
TRUSTEE1$737,576

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% BANK OF AMERICA
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
36-6975534
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1992
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$145,524,300
Income (IRS master file)
$40,549,858

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$9,005,077$9,928,912$145,524,300XML
990-PFNovember 2024$8,175,205$9,203,651$146,176,703XML
990-PFNovember 2023$5,226,355$9,429,324$145,877,488XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-6975534).

Questions about DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST

What is the EIN of DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST?
The employer identification number (EIN) of DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST is 36-6975534.
Is DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST?
The 990-PF for the year ended November 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $832,239 (BANK OF AMERICA N A, TRUSTEE).
How much revenue does DR RALPH AND MARIAN FALK MEDICAL RESEARCH TRUST have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $9,005,077, expenses of $9,928,912 and total assets of $145,524,300 at year end.

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