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.
George W Burkett Trust at a glance
In short: George W Burkett Trust gave $4K across 5 grants in 2025 (avg $766), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $3,830
- -2.2% vs 2024
- Grants made (2025)
- 5
- -16.7% vs 2024
- Average grant
- $766
- +17.3% vs 2024
- Median grant
- $766
- Total assets
- $76,828
- -0.5% vs 2024
- Primary geography
- Indiana (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who George W Burkett Trust funds
How this funder distributes its grants
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 5 individual scholarships Recipients not named | — | $3,830 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2025 | $76,828 | $3,967 | $4,326 | $3,830 | 5 | — | $3,793 |
| 2024 | $77,187 | $3,265 | $4,388 | $3,918 | 6 | — | $3,829 |
| 2023 | $78,310 | $2,245 | $4,544 | $4,074 | 6 | $4,074 | $3,913 |
| 2022 | $80,610 | $700 | $4,723 | $4,278 | 6 | $4,278 | $4,069 |
| 2021 | $84,633 | $624 | $5,049 | $4,460 | 4 | — | $4,277 |
| 2020 | $89,058 | $1,199 | $4,173 | $3,740 | 3 | — | $4,459 |
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.
Leadership & Key People
Officers and directors from IRS filings
George W Burkett Trust's only listed officer is First National Bank of Monterey, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
First National Bank of Monterey
Trustee
New on the 2025 filing
0.5 hrs/week
$226 (2025)
Former officers (1)
- Former: FNB Monterey (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $226, to First National Bank of Monterey (Trustee).
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.
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).
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 October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 24, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 23, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 2, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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