George W Burkett Trust
George W Burkett Trust is a private foundation, based in Monterey, IN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $77K in total assets. In 2025, it awarded 5 grants totaling $4K.
Key facts about George W Burkett Trust
In short: George W Burkett Trust gave $4K across 5 grants in 2025 (avg $766), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- EIN
- 35-6338505
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $3,830
- Grants made (2025)
- 5
- Average grant
- $766
- Median grant
- $766
- Total assets
- $76,828
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$77K
-0.5% YoY
Annual Giving
$4K
-2.2% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$766
+17.3% YoY
Under IRS private-foundation payout rules, George W Burkett Trust reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
How George W Burkett Trust gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2023 it paid out 104% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $4K (2020) to $4K (2021). In 2025 it made 5 grants totaling $4K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Bethany Barnes ($766). Together the top 5 received $4K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Bethany Barnes Knox, IN | Scholarship | $766 |
| Jake Conroy Knox, IN | Scholarship | $766 |
| Hannah Flores Ness Knox, IN | Scholarship | $766 |
| Teagen Hampton North Judson, IN | Scholarship | $766 |
| Katlyn McCallum Grovertown, IN | Scholarship | $766 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $76,828 | $77,187 | $78,310 |
| Revenue | $3,967 | $3,265 | $2,245 |
| Expenses | $4,326 | $4,388 | $4,544 |
| Qualifying Distributions | — | — | $4,074 |
| Distributable Amount | $3,793 | $3,829 | $3,913 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Frequently asked questions about George W Burkett Trust
How much does George W Burkett Trust give each year?
George W Burkett Trust gave $4K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 6 grants.
What is George W Burkett Trust's typical grant size?
George W Burkett Trust's median grant in 2025 was $766, and its average grant was $766, across 5 grants on its 2025 IRS Form 990-PF.
Where does George W Burkett Trust give grants?
George W Burkett Trust gives mostly in Indiana: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Knox, IN (3 grants).
Does George W Burkett Trust give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on George W Burkett Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (5 grants).
Who are George W Burkett Trust's largest grantees?
George W Burkett Trust's largest 2025 grantees include Bethany Barnes ($766), Jake Conroy ($766) and Hannah Flores Ness ($766), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is George W Burkett Trust?
George W Burkett Trust reported $77K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $4K.
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 2025, 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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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