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.
Key facts about Birchard Helen J Trust FBO Covenant First
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.
- EIN
- 31-6626677
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $45,198
- Grants made (2026)
- 1
- Average grant
- $45,198
- Median grant
- $45,198
- Total assets
- $826,824
- Primary geography
- Ohio (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$827K
+1.8% YoY
Annual Giving
$45K
+8.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$45K
+8.0% YoY
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.
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.
Ready to take the next step with Birchard Helen J Trust FBO Covenant First?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
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.
Grant Insights
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%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Covenant First Presbyterian Ch Cincinnati, OH | General Support | $45,198 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $826,824 | $812,593 | $827,211 |
| Revenue | $71,043 | $40,280 | $79,501 |
| Expenses | $57,040 | $54,647 | $56,842 |
| Qualifying Distributions | $47,643 | $44,199 | $48,817 |
| Net Investment Income | $61,441 | $31,274 | $70,837 |
| Distributable Amount | $45,375 | $43,694 | $39,245 |
Data update history
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)
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.
Here's the math on researching Birchard Helen J Trust FBO Covenant First by hand.
Explore Open Grants
Browse active grant opportunities in Birchard Helen J Trust FBO Covenant First's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Ha & El Boyer TW Pres Church
Pittsburgh, PA
Assets
$164K
Grants
1
Total Given
$7K
James L Boyd Trust
Martinsburg, WV
Assets
$795K
Grants
1
Total Given
$21K
Knapp Kathryn M Tuw
Cincinnati, OH
Assets
$846K
Grants
1
Total Given
$114K
M Marian Wood Foundation
Mount Holly, NC
Assets
$1.4M
Grants
2
Total Given
$67K
Nancy Lawrence Trust
Hamilton, OH
Assets
$2.1M
Grants
2
Total Given
$51K
Hanson Family Foundation PFDN
Brooklyn, OH
Assets
$722K
Grants
3
Total Given
$43K
Della Boyer Tuw FBO Charities
Pittsburgh, PA
Assets
$251K
Grants
3
Total Given
$13K
Lewis & Marg Herndon Fund B Tuw
Pittsburgh, PA
Assets
$2.1M
Grants
5
Total Given
$20K
White Sherman & Virginia PFDN
Brooklyn, OH
Assets
$13.3M
Grants
5
Total Given
$890K
Summers Foundation
Palestine, TX
Assets
—
Grants
6
Total Given
$2.7M
Scully Family Charitable Foundation
Gulf Stream, FL
Assets
$815K
Grants
9
Total Given
$67K
Vineyard Foundation
Fort Myers, FL
VINEYARD FOUNDATION supports charitable work including education and opportunity, marine conservation, youth music and mentoring, and food assistance. Its 2025 grants ranged from $999 to $18,000, with a median of $5,000; most funding went to Florida, with grants also in Colorado, Tennessee, and North Carolina. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.4M
Grants
15
Total Given
$90K
More Funders in Pennsylvania
Birchard Helen J Trust FBO Covenant First down — hundreds of funders to go?