The Elizabeth Buchert Charitable Trust

Private foundation · Grantmaker 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 grant totaling $8K. Net investment income was $21K.

Key facts about The Elizabeth Buchert Charitable Trust

In short: The Elizabeth Buchert Charitable Trust gave $8K across 1 grant in 2025 (avg $8K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

EIN
83-0841856
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$8,000
Grants made (2025)
1
Average grant
$8,000
Median grant
$8,000
Total assets
$377,709
Primary geography
Virginia (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

$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.

How The Elizabeth Buchert Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (−16%). Method
  • In 2025 it paid out 41% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

2states

Share of the 2025 grant dollars on its one itemized grant.

Cities

MontereyBlue GrassWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K1 grant2021 2 grants2022 1 grant2023 2 grants2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $6K (2023) to $17K (2021). In 2025 it made 1 grant totaling $8K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Highland County Humane Society: $8KHighland County Humane Society$8K

The largest 2025 recipient was Highland County Humane Society ($8K).

Grant Size Distribution

7 grants across all recorded years

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

The most common grant size was under $50K: 7 grants of 7 (100%).

Giving History

Grant recipients and amounts by year

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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K2021 2022 2023 2024 2025
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

The Elizabeth Buchert Charitable Trust is led by Brian Richardson, Trustee on every filing since 2021 — the only officer listed, and compensated.

Officers on the 2025 filing

  • Brian Richardson

    Trustee

    On filings since 2021

    1 hr/week

    $2K (2021) → $2K (2025)

Data from IRS Form 990 filings, 2021–2025. "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

Brian Richardson — Trustee: $2KBrian RichardsonTrustee$2K

The highest reported compensation on the 2025 filing was $2K, to Brian Richardson (Trustee).

Frequently asked questions about The Elizabeth Buchert Charitable Trust

How much does The Elizabeth Buchert Charitable Trust give each year?

The Elizabeth Buchert Charitable Trust gave $8K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 2 grants.

How large is The Elizabeth Buchert Charitable Trust?

The Elizabeth Buchert Charitable Trust reported $378K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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.

Where does The Elizabeth Buchert Charitable Trust operate?

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

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.

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

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