Charlie Burchard Memorial Trust
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.
Charlie Burchard Memorial Trust at a glance
- Total assets
- $199,343
- +15.7% vs 2023
- Revenue (2024)
- $13,568
- -25.1% vs 2023
- Qualifying distributions (2024)
- $459
- -95.1% vs 2023
- Expenses (2024)
- $459
- -95.1% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Charlie Burchard Memorial Trust funds
How this funder distributes its grants
Grant Size Distribution
18 grants across all recorded years
The most common grant size was under $50K: 18 grants of 18 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How Charlie Burchard Memorial Trust gives
- Giving grew 131% from 2020 to 2023. Method
- In 2024 it paid out 6% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $4K (2020) to $13K (2021). In 2023 it made 1 grant totaling $9K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lake Champlain Maritime Museum Vergennes, VT | none | $9,220 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $199,343 | $13,568 | $459 | — | — | $459 | $13,109 | $7,796 |
| 2023 | $172,362 | $18,125 | $9,403 | $9,220 | 1 | $9,403 | $5,708 | $7,899 |
| 2022 | $151,619 | $4,678 | $8,166 | $8,000 | 3 | $8,166 | $946 | $8,105 |
| 2021 | $176,997 | $13,635 | $12,969 | $12,500 | 10 | $12,694 | $11,842 | $8,310 |
| 2020 | $167,159 | $4,714 | $4,239 | $4,000 | 4 | — | $2,249 | $7,662 |
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.
Leadership & Key People
Officers and directors from IRS filings
Charlie Burchard Memorial Trust's 2024 filing lists 6 officers; none of the 6 officers listed in 2024 report compensation.
Officers on the 2024 filing
Daniel Burchard
Director
On filings since 2020
2 hrs/week
No compensation reported
Jane Burchard
Director
On filings since 2020
2 hrs/week
No compensation reported
John Burchard
Director
On filings since 2020
2 hrs/week
No compensation reported
Richard Kozlowski
Director
On filings since 2020
2 hrs/week
No compensation reported
Sara Burchard
Director
On filings since 2020
2 hrs/week
No compensation reported
Vicki Burchard
Director
On filings since 2020
2 hrs/week
No compensation reported
Former officers (1)
- Former: Elizabeth Burchard (2020–2023) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Charlie Burchard Memorial Trust
How large is Charlie Burchard Memorial Trust?
Charlie Burchard Memorial Trust reported $199K in total assets on its 2024 IRS Form 990-PF. It paid out $459 in qualifying distributions that year, against a required minimum of $8K (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.
Where does Charlie Burchard Memorial Trust operate?
Charlie Burchard Memorial Trust has awarded grants in District of Columbia, Maryland, Montana, New York, Vermont.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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