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Pennsylvania · Charitable trust

The Charitable Trust Uw John H Burkhart

"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…

$57k
Granted FY2024(still arriving)
4
Grants FY2024
4
Organizations funded FY2023
0%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$14,351
Largest grant, FY2024
$14,351
Organizations funded a year
4 to 4
FY2020 to FY2023
States reached, FY2024
1
Total assets, FY2024
$1.4M

How open it is to new grantees

In FY2023, 0% of the organizations The Charitable Trust Uw John H Burkhart funded were first-time grantees, receiving 0% of its grant dollars.

New vs renewed · share of each year

In FY2023, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’22’23
HealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving4$57k0%
FY20234$58k0%
FY20224$58k50%
FY20204$22kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Health$92kEducation$49kReligion$49kHousing & Shelter$5k

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Perkiomen School$48,56240%
Hamot Health Foundation$48,56240%
Board of Directors of the Rouse Estate$43,14830%
Grandview Park Congregation of Jehovahs Whitnesses$43,1483n/a

Plus 2 recipients with no EIN on record ($11k), not named here.

Compare The Charitable Trust Uw John H Burkhart with peer funders

About The Charitable Trust Uw John H Burkhart

How much does The Charitable Trust Uw John H Burkhart give?
The Charitable Trust Uw John H Burkhart reported 4 grants totaling $57,404 in its FY2024 IRS filing. It funded between 4 and 4 organizations a year over FY2020 to FY2023.
What does The Charitable Trust Uw John H Burkhart fund?
By grant dollars over FY2020 to FY2024, its largest causes are Health (47%), Education (25%), Religion (25%).
Who are The Charitable Trust Uw John H Burkhart's largest grantees?
By total granted over FY2020 to FY2024: Perkiomen School ($49k), Hamot Health Foundation ($49k), Board of Directors of the Rouse Estate ($43k).
Does The Charitable Trust Uw John H Burkhart fund new organizations?
In FY2023, 0% of the organizations it funded were first-time grantees.
Where is The Charitable Trust Uw John H Burkhart based?
The Charitable Trust Uw John H Burkhart is based in PA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 6 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990 e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Possibly out of date. A more recent filing (FY2025) is on record and reports $58k of grant expense, but none of it to a named recipient. On a Form 990 that can mean grants abroad, filed by region only (Schedule F), grants under $5,000, which are not itemized, or a schedule referenced as an attachment the e-file does not carry. The figures above are therefore from FY2024, the most recent year this funder named its grantees.

Source object · view filing

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More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
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The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home