Skip to content
ProPublica Donate
ProPublica Donate

Walter J And Anna H Burchan Charitable Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$308k (2023)

Expenses
$251k (2023)

Total Assets
$2.89M (2023)

Total Liabilities
$208k (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$307,729
Expenses
$251,434
Net Income
$56,295
Net Assets
$2,677,552
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $6,378
2.1%
Dividends $181,694
59.0%
Sales of Assets $119,657
38.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $215,000
85.5%
Compensation of Officers* $20,000
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,885,552
Total Liabilities $208,000
Net Assets $2,677,552
Compensation
Key Employees and Officers Compensation Other
Harriet L Smith (Manager/Trustee) $20,000 $0
Ronald R Haus (Trustee) $0 $0
Jeanne P Westcott (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$229,140
Expenses
$260,588
Net Income
-$31,448
Net Assets
$2,621,257
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,194
1.0%
Dividends $164,588
71.8%
Sales of Assets $62,358
27.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,000
69.1%
Compensation of Officers* $20,000
7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,836,257
Total Liabilities $215,000
Net Assets $2,621,257
Compensation
Key Employees and Officers Compensation Other
Harriet L Smith (Manager/Trustee) $20,000 $0
Ronald R Haus (Trustee) $0 $0
Jeanne P Westcott (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$264,800
Expenses
$249,148
Net Income
$15,652
Net Assets
$2,652,705
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4,607
1.7%
Dividends $146,394
55.3%
Sales of Assets $111,402
42.1%
Other Income $2,397
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $165,000
66.2%
Compensation of Officers* $20,000
8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,832,705
Total Liabilities $180,000
Net Assets $2,652,705
Compensation
Key Employees and Officers Compensation Other
Harriet L Smith (Manager/Trustee) $20,000 $0
Ronald R Haus (Trustee) $0 $0
Jeanne P Westcott (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$212,359
Expenses
$214,621
Net Income
-$2,262
Net Assets
$2,637,053
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7,747
3.6%
Dividends $142,804
67.2%
Sales of Assets $59,127
27.8%
Other Income $2,681
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $212,000
98.8%
Compensation of Officers* $20,000
9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,773,053
Total Liabilities $136,000
Net Assets $2,637,053
Compensation
Key Employees and Officers Compensation Other
Harriet L Smith (Manager/Trustee) $20,000 $0
Ronald R Haus (Trustee) $0 $0
Jeanne P Westcott (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$290,510
Expenses
$237,084
Net Income
$53,426
Net Assets
$2,650,988
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $32,618
11.2%
Dividends $128,826
44.3%
Sales of Assets $125,208
43.1%
Other Income $3,858
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $116,000
48.9%
Compensation of Officers* $20,000
8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,827,488
Total Liabilities $176,500
Net Assets $2,650,988

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$197,646
Expenses
$216,071
Net Income
-$18,425
Net Assets
$2,700,571
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $53,081
26.9%
Dividends $92,903
47.0%
Sales of Assets $45,539
23.0%
Other Income $6,123
3.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $212,000
98.1%
Compensation of Officers* $20,000
9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,795,571
Total Liabilities $95,000
Net Assets $2,700,571

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$304,872
Expenses
$231,208
Net Income
$73,664
Net Assets
$2,718,996
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $50,779
16.7%
Dividends $96,246
31.6%
Sales of Assets $147,589
48.4%
Other Income $10,258
3.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $237,000
> 100%
Compensation of Officers* $20,000
8.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,842,996
Total Liabilities $124,000
Net Assets $2,718,996

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$232,529
Expenses
$209,453
Net Income
$23,076
Net Assets
$2,645,332
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $47,808
20.6%
Dividends $96,642
41.6%
Sales of Assets $79,895
34.4%
Other Income $8,184
3.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $142,050
67.8%
Compensation of Officers* $20,000
9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,812,332
Total Liabilities $167,000
Net Assets $2,645,332

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$240,646
Expenses
$166,143
Net Income
$74,503
Net Assets
$2,622,256
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $58,408
24.3%
Dividends $92,220
38.3%
Sales of Assets $86,379
35.9%
Other Income $3,639
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $202,100
> 100%
Compensation of Officers* $20,000
12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,752,256
Total Liabilities $130,000
Net Assets $2,622,256

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$287,534
Expenses
$208,434
Net Income
$79,100
Net Assets
$2,547,753
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $57,479
20.0%
Dividends $86,189
30.0%
Sales of Assets $143,866
50.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $66,500
31.9%
Compensation of Officers* $20,000
9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,747,753
Total Liabilities $200,000
Net Assets $2,547,753

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »