Birchard Helen J Trust FBO Covenant First
Birchard Helen J Trust FBO Covenant First is a private foundation, based in Pittsburgh, PA. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $827K in total assets. In 2026, it awarded 1 grant totaling $45K. Net investment income was $61K.
Birchard Helen J Trust FBO Covenant First at a glance
In short: Birchard Helen J Trust FBO Covenant First gave $45K across 1 grant in 2026 (avg $45K), mostly in Ohio. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $45,198
- +8.0% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $45,198
- +8.0% vs 2025
- Median grant
- $45,198
- Total assets
- $826,824
- +1.8% vs 2025
- Primary geography
- Ohio (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Birchard Helen J Trust FBO Covenant First funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was Covenant First Presbyterian Ch ($45K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Birchard Helen J Trust FBO Covenant First gives
- Giving held roughly steady from 2023 to 2026 (+1%). Method
- In 2026 it paid out 105% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2026, annual grant giving ranged from $41K (2020) to $47K (2024). In 2026 it made 1 grant totaling $45K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Covenant First Presbyterian Ch Cincinnati, OH | General Support | $45,198 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $826,824 | $71,043 | $57,040 | $45,198 | 1 | $47,643 | $61,441 | $45,375 |
| 2025 | $812,593 | $40,280 | $54,647 | $41,855 | 1 | $44,199 | $31,274 | $43,694 |
| 2024 | $827,211 | $79,501 | $56,842 | $46,660 | 1 | $48,817 | $70,837 | $39,245 |
| 2023 | $805,061 | $38,919 | $56,621 | $44,667 | 1 | $45,369 | $29,063 | $40,546 |
| 2022 | $821,816 | $104,468 | $56,741 | $42,562 | 1 | $43,361 | $92,630 | $47,962 |
| 2021 | $774,430 | $88,366 | $53,436 | $42,300 | 1 | — | $77,843 | $40,715 |
| 2020 | $739,690 | $59,550 | $51,954 | $41,291 | 2 | — | $50,197 | $41,004 |
Under IRS private-foundation payout rules, Birchard Helen J Trust FBO Covenant First reported a distributable amount of $45K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Birchard Helen J Trust FBO Covenant First's only listed officer is PNC Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2026 filing
PNC Bank N A
Trustee
On filings since 2023
1 hr/week
$10K (2023) → $11K (2026)
Former officers (1)
- Former: PNC Bank NA (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $11K, to PNC Bank N a (Trustee).
Frequently asked questions about Birchard Helen J Trust FBO Covenant First
How much does Birchard Helen J Trust FBO Covenant First give each year?
Birchard Helen J Trust FBO Covenant First gave $45K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $42K across 1 grant.
How large is Birchard Helen J Trust FBO Covenant First?
Birchard Helen J Trust FBO Covenant First reported $827K in total assets on its 2026 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $45K (roughly 5% of its investment assets).
Where does Birchard Helen J Trust FBO Covenant First operate?
Birchard Helen J Trust FBO Covenant First has awarded grants in Ohio.
What is Birchard Helen J Trust FBO Covenant First's EIN?
Birchard Helen J Trust FBO Covenant First's EIN (Employer Identification Number) is 31-6626677. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS June 11, 2025)
- Updated Form 990-PF for fiscal year 2026 (received by the IRS June 11, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 21, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 23, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 17, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 5, 2024)
Live grants for the work Birchard Helen J Trust FBO Covenant First funds
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