Charlie Burchard Memorial Trust

BURLINGTON, VT EIN: 03-6048114

Charlie Burchard Memorial Trust is a private foundation, based in BURLINGTON, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $199K in total assets. In 2024, it made $459 in qualifying distributions. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$199K

+15.7% YoY

Revenue

$14K

-25.1% YoY

Qualifying Distributions

$459

-95.1% YoY

Expenses

$459

-95.1% YoY

Under IRS private-foundation payout rules, Charlie Burchard Memorial Trust reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Charlie Burchard Memorial Trust

Based on IRS filings

Charlie Burchard Memorial Trust is a private foundation, based in BURLINGTON, VT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $199K in total assets. In 2024, it made $459 in qualifying distributions. Net investment income was $13K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

BethesdaBurlingtonEssexMissoulaMontpelierNew York CitySouth BurlingtonVergennesWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5K$10K$15K$20K20202021202220232024
Metric202420232022
Total Assets$199,343$172,362$151,619
Revenue$13,568$18,125$4,678
Expenses$459$9,403$8,166
Qualifying Distributions$459$9,403$8,166
Net Investment Income$13,109$5,708$946
Distributable Amount$7,796$7,899$8,105

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$13K4 grants202010 grants20213 grants20221 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

18 grants across all recorded years

18<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JOHN BURCHARDDIRECTOR2
VICKI BURCHARDDIRECTOR2
RICHARD KOZLOWSKIDIRECTOR2
SARA BURCHARDDIRECTOR2
DANIEL BURCHARDDIRECTOR2
JANE BURCHARDDIRECTOR2

Frequently Asked Questions

How large is Charlie Burchard Memorial Trust?

As of 2024, Charlie Burchard Memorial Trust holds $199K in total assets with $14K in annual revenue.

Where does Charlie Burchard Memorial Trust operate?

Charlie Burchard Memorial Trust has awarded grants in District of Columbia, Maryland, Montana, New York, Vermont.

How much is Charlie Burchard Memorial Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Charlie Burchard Memorial Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charlie Burchard Memorial Trust's EIN?

Charlie Burchard Memorial Trust's EIN (Employer Identification Number) is 03-6048114. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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