Otis & Mescal Burke Charitable Trust

CULPEPER, VA EIN: 55-6152536

Otis & Mescal Burke Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CULPEPER, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $109K in total assets. In 2024, it awarded 1 grants totaling $6K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$109K

-5.2% YoY

Annual Giving

$6K

+0.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$6K

+0.0% YoY

Under IRS private-foundation payout rules, Otis & Mescal Burke Charitable Trust reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About Otis & Mescal Burke Charitable Trust

Based on IRS filings

Otis & Mescal Burke Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CULPEPER, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $109K in total assets. In 2024, it awarded 1 grants totaling $6K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

CulpeperLocust GroveNorfolk

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2K$3K$5K$7K20202021202220232024
Metric202420232022
Total Assets$109,495$115,495$121,495
Revenue
Expenses$6,000$6,000
Qualifying Distributions$6,000$6,000
Net Investment Income
Distributable Amount$5,676$5,971$5,984

Giving Over Time

Total grant dollars and number of grants per year

$0$2K$3K$5K$6K3 grants20200 grants20210 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

THE UNION MISSION MINIST…$6K

Grant Size Distribution

5 grants across all recorded years

5<$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 The Union Mission Ministries ($6,000).

RecipientPurposeAmount
THE UNION MISSION MINISTRIES NORFOLK, VASUPPORT THE ORGANIZTION'S CHARITABLE ACTIVITIES$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
TAMERA HALSTEADTRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Otis & Mescal Burke Charitable Trust?

Otis & Mescal Burke Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CULPEPER, VA. It holds $109K in total assets as of 2024.

How large is Otis & Mescal Burke Charitable Trust?

As of 2024, Otis & Mescal Burke Charitable Trust holds $109K in total assets. It awarded 1 grants totaling $6K in 2024.

Where does Otis & Mescal Burke Charitable Trust operate?

Otis & Mescal Burke Charitable Trust has awarded grants in Virginia.

What size grants does Otis & Mescal Burke Charitable Trust award?

In 2024, Otis & Mescal Burke Charitable Trust awarded 1 grants totaling $6K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Otis & Mescal Burke Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Otis & Mescal Burke Charitable Trust reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Otis & Mescal Burke Charitable Trust's EIN?

Otis & Mescal Burke Charitable Trust's EIN (Employer Identification Number) is 55-6152536. 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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