The Elizabeth Buchert Charitable Trust

MONTEREY, VA EIN: 83-0841856

The Elizabeth Buchert Charitable Trust is a private foundation focused on Environment & Animals, based in MONTEREY, VA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $378K in total assets. In 2025, it awarded 1 grants totaling $8K. Net investment income was $21K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$378K

+3.2% YoY

Annual Giving

$8K

-42.9% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$8K

+14.3% YoY

Under IRS private-foundation payout rules, The Elizabeth Buchert Charitable Trust reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.

About The Elizabeth Buchert Charitable Trust

Based on IRS filings

The Elizabeth Buchert Charitable Trust is a private foundation focused on Environment & Animals, based in MONTEREY, VA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $378K in total assets. In 2025, it awarded 1 grants totaling $8K. Net investment income was $21K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

Blue GrassMontereyWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$14K$21K$29K20212022202320242025
Metric202520242023
Total Assets$377,709$365,901$362,972
Revenue$26,020$21,946$13,382
Expenses$14,212$19,017$10,082
Qualifying Distributions$8,995$14,975$7,000
Net Investment Income$21,239$15,994$10,543
Distributable Amount$21,882$19,095$18,282

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$12K$17K1 grants20212 grants20221 grants20232 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Highland County Humane S…$8K

Grant Size Distribution

7 grants across all recorded years

7<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Highland County Humane Society ($8,000).

RecipientPurposeAmount
Highland County Humane Society Monterey, VAanimalrescue and petretention$8,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

Brian RichardsonTrustee$2K

From 2025 filing

NameTitleHoursCompensation
Brian RichardsonTrustee1$1,500

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Elizabeth Buchert Charitable Trust?

The Elizabeth Buchert Charitable Trust is a private foundation focused on Environment & Animals, based in MONTEREY, VA. It holds $378K in total assets as of 2025.

How large is The Elizabeth Buchert Charitable Trust?

As of 2025, The Elizabeth Buchert Charitable Trust holds $378K in total assets with $26K in annual revenue. It awarded 1 grants totaling $8K in 2025.

Where does The Elizabeth Buchert Charitable Trust operate?

The Elizabeth Buchert Charitable Trust has awarded grants in District of Columbia, Virginia.

What size grants does The Elizabeth Buchert Charitable Trust award?

In 2025, The Elizabeth Buchert Charitable Trust awarded 1 grants totaling $8K — an average of about $8K per grant, based on its IRS Form 990 filings.

How much is The Elizabeth Buchert Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Elizabeth Buchert Charitable Trust reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Elizabeth Buchert Charitable Trust's EIN?

The Elizabeth Buchert Charitable Trust's EIN (Employer Identification Number) is 83-0841856. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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