John H Burkhart Jr Charitable Trust Uw

Analysis

John H Burkhart Jr Charitable Trust Uw is a registered charity in United States, based in Smethport, PA. It received its IRS tax-exemption ruling in August 2021, 5 years ago. Its declared purposes cover philanthropy, voluntarism and grantmaking foundations, which this site groups under grant-making and general purposes. The IRS classifies it as a supporting organisation (type iii other) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending December 2023, John H Burkhart Jr Charitable Trust Uw reported income of $61k and spending of $65k, spending 106% of what it took in. Across the 3 years on record, from December 2021 to December 2023, income fell from $90k to $61k (-32%), an average of -18% a year. The sharpest change came in the year to December 2023, when income dropped by 21%. Over the whole period it spent 58% of the income it received.

Among 19,413 United States charities whose main cause is grant-making and general purposes and that reported income, John H Burkhart Jr Charitable Trust Uw sits at the 30th percentile: it is larger than about 30% of them. Against every charity in United States with reported income it ranks in the 24th percentile, and in the 22nd percentile within PA. Charities of a similar size with the same main cause include Cherryland Electric Community Caring Fund Inc ($61k), Elite Lions Club of Los Angeles ($61k) and Ince Foundation Inc ($61k).

Compensation of current officers, directors and key employees was $6,659 (10% of expenses). At year end it held assets of $1.3m against liabilities of $26k, net assets of $1.3m.