The Charitable Trust Uw John H Burkhart

SMETHPORT, PA EIN: 82-7092554

"The mission for this Charitable Trust is to continue to distribute the net income to the 4 Charitable Organizations as listed in the legal document. These 4 organizations are: Perkiomen School of Pennsburg PA, Rouse Estate in Youngsville PA, Kingdom Hall of Jehovah's Witnesses-Grandview, and Hamot Heart Institute- Hamot Hospital of Erie PA."

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-0.6% YoY

Annual Giving

$57K

-0.3% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$14K

-0.3% YoY

About The Charitable Trust Uw John H Burkhart

Based on IRS filings

The Charitable Trust Uw John H Burkhart is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SMETHPORT, PA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $57K. Net investment income was $61K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

EriePennsburgYoungsville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$27K$54K$81K$108K20202021202220232024
Metric202420232022
Total Assets$1,310,199$1,317,894$1,295,827
Revenue$61,476$61,040$77,467
Expenses$65,114$64,805$50,225
Qualifying Distributions
Net Investment Income$61,456$61,040$77,467
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$29K$43K$58K4 grants20200 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

PERKIOMEN SCHOOL$14KHAMOT HEALTH FOUNDATION$14KGRANDVIEW PARK CONGREGAT…$14KROUSE ESTATE$14K

Grant Size Distribution

16 grants across all recorded years

16<$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 Perkiomen School ($14,351), Hamot Health Foundation ($14,351), Grandview Park Congregation of Jehovahs Whitnesses ($14,351).

RecipientPurposeAmount
PERKIOMEN SCHOOL PENNSBURG, PA$14,351
HAMOT HEALTH FOUNDATION ERIE, PA$14,351
GRANDVIEW PARK CONGREGATION OF JEHOVAHS WHITNESSES ERIE, PA$14,351
ROUSE ESTATE YOUNGSVILLE, PA$14,351

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Charitable Trust Uw John H Burkhart?

The Charitable Trust Uw John H Burkhart is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in SMETHPORT, PA. It holds $1.3M in total assets as of 2024.

How large is The Charitable Trust Uw John H Burkhart?

As of 2024, The Charitable Trust Uw John H Burkhart holds $1.3M in total assets with $61K in annual revenue. It awarded 4 grants totaling $57K in 2024.

Where does The Charitable Trust Uw John H Burkhart operate?

The Charitable Trust Uw John H Burkhart has awarded grants in Pennsylvania.

What size grants does The Charitable Trust Uw John H Burkhart award?

In 2024, The Charitable Trust Uw John H Burkhart awarded 4 grants totaling $57K — an average of about $14K per grant, based on its IRS Form 990 filings.

What is The Charitable Trust Uw John H Burkhart's EIN?

The Charitable Trust Uw John H Burkhart's EIN (Employer Identification Number) is 82-7092554. 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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