The Walter J & Anna H Burchan Charitable
The Walter J & Anna H Burchan Charitable is a private foundation, based in Oneonta, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.0M in total assets. In 2025, it awarded 9 grants totaling $215K. Net investment income was $346K.
The Walter J & Anna H Burchan Charitable at a glance
In short: The Walter J & Anna H Burchan Charitable gave $215K across 9 grants in 2025 (avg $24K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $215,000
- +0.0% vs 2024
- Grants made (2025)
- 9
- +12.5% vs 2024
- Average grant
- $23,889
- -11.1% vs 2024
- Median grant
- $2,500
- Total assets
- $2,969,840
- +4.5% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Walter J & Anna H Burchan Charitable funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Swart Wilcox House Museum ($100K). Together the top 9 received $215K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 35 grants of 44 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How The Walter J & Anna H Burchan Charitable gives
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 85% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $165K (2021) to $215K (2025). In 2025 it made 9 grants totaling $215K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Swart Wilcox House Museum Oneonta, NY | Endowment | $100,000 |
| Laurens Fire Dept Laurens, NY | Endowment | $60,000 |
| Franklin Community Education Founda Franklin, NY | Endowment | $40,000 |
| Girl Scouts of NY-Penn Cicero, NY | General Charitable Purposes | $2,500 |
| Oneonta Boys Girls Club Oneonta, NY | General Charitable Purposes | $2,500 |
| Oneonta YMCA Oneonta, NY | General Charitable Purposes | $2,500 |
| The Salvation Army Oneonta, NY | General Charitable Purposes | $2,500 |
| Otsego Co Coop EXT Assoc 4-H Div Cooperstown, NY | General Charitable Purposes | $2,500 |
| Huntington Memorial Library Foundat Oneonta, NY | General Charitable Purposes | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,969,840 | $389,047 | $295,352 | $215,000 | 9 | $215,000 | $345,930 | $253,960 |
| 2024 | $2,841,145 | $217,252 | $272,659 | $215,000 | 8 | $215,000 | $175,153 | $225,880 |
| 2023 | $2,885,552 | $307,729 | $251,434 | $215,000 | 8 | $215,000 | $266,561 | $207,776 |
| 2022 | $2,836,257 | $229,140 | $260,588 | $180,000 | 10 | $180,000 | $187,377 | $215,102 |
| 2021 | $2,832,705 | $264,800 | $249,148 | $165,000 | 9 | $165,000 | $224,652 | $209,327 |
| 2020 | $2,773,053 | $212,359 | $214,621 | $212,000 | 8 | — | $173,924 | $171,177 |
Under IRS private-foundation payout rules, The Walter J & Anna H Burchan Charitable reported a distributable amount of $254K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Walter J & Anna H Burchan Charitable's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.
Officers on the 2025 filing
Harriet L. Smith
Manager & Trustee
On filings since 2020
10 hrs/week
$20K (2020) → $20K (2025)
Jeanne P. Westcott
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Ronald R. Haus
Trustee
On filings since 2020
2 hrs/week
No compensation reported
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 $20K, to Harriet L Smith (Manager/Trustee).
Frequently asked questions about The Walter J & Anna H Burchan Charitable
How much does The Walter J & Anna H Burchan Charitable give each year?
The Walter J & Anna H Burchan Charitable gave $215K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $215K across 8 grants.
What is The Walter J & Anna H Burchan Charitable's typical grant size?
The Walter J & Anna H Burchan Charitable's median grant in 2025 was $2,500, and its average grant was $23,889, across 9 grants on its 2025 IRS Form 990-PF.
Where does The Walter J & Anna H Burchan Charitable give grants?
The Walter J & Anna H Burchan Charitable gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Oneonta, NY (5 grants).
Does The Walter J & Anna H Burchan Charitable give general operating support?
Yes: 67% of The Walter J & Anna H Burchan Charitable's 2025 grants with a stated purpose (6 of 9) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Endowment" (3 grants).
Who are The Walter J & Anna H Burchan Charitable's largest grantees?
The Walter J & Anna H Burchan Charitable's largest 2025 grantees include Swart Wilcox House Museum ($100,000), Laurens Fire Dept ($60,000) and Franklin Community Education Founda ($40,000), according to its 2025 IRS Form 990-PF. Together they received 93% of its itemized 2025 grant dollars.
How large is The Walter J & Anna H Burchan Charitable?
The Walter J & Anna H Burchan Charitable reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $215K in qualifying distributions that year, against a required minimum of $254K (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 Walter J & Anna H Burchan Charitable's EIN?
The Walter J & Anna H Burchan Charitable's EIN (Employer Identification Number) is 22-2294069. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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