George W Burkett Trust

Foundation · Grantmaker MONTEREY, IN EIN: 35-6338505

George W Burkett Trust is a private foundation, based in MONTEREY, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $77K in total assets. In 2024, it awarded 6 grants totaling $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$77K

-1.4% YoY

Annual Giving

$4K

-3.8% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$653

-3.8% YoY

Under IRS private-foundation payout rules, George W Burkett Trust reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About George W Burkett Trust

Based on IRS filings

George W Burkett Trust is a private foundation, based in MONTEREY, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $77K in total assets. In 2024, it awarded 6 grants totaling $4K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

GrovertownHamletKnoxMontereyNorth JudsonSan Pierre

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1K$3K$4K$6K20202021202220232024
Metric202420232022
Total Assets$77,187$78,310$80,610
Revenue$3,265$2,245$700
Expenses$4,388$4,544$4,723
Qualifying Distributions$4,074$4,278
Net Investment Income
Distributable Amount$3,829$3,913$4,069

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$2K$3K$4K3 grants20204 grants20216 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Willow Harrington$653Skylar JOnes$653Peyton May$653Grace Smith$653Logan Taylor$653Anna-Rose Hileman$653

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Willow Harrington ($653), Skylar JOnes ($653), Peyton May ($653).

RecipientPurposeAmount
Willow Harrington Knox, INScholarship$653
Skylar JOnes Hamlet, INScholarship$653
Peyton May Knox, INScholarship$653
Grace Smith North Judson, INScholarship$653
Logan Taylor Knox, INScholarship$653
Anna-Rose Hileman North Judson, INScholarship$653

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is George W Burkett Trust?

As of 2024, George W Burkett Trust holds $77K in total assets with $3K in annual revenue. It awarded 6 grants totaling $4K in 2024.

Where does George W Burkett Trust operate?

George W Burkett Trust has awarded grants in Indiana.

What size grants does George W Burkett Trust award?

In 2024, George W Burkett Trust awarded 6 grants totaling $4K — an average of about $653 per grant, based on its IRS Form 990 filings.

How much is George W Burkett Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, George W Burkett Trust reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is George W Burkett Trust's EIN?

George W Burkett Trust's EIN (Employer Identification Number) is 35-6338505. 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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