John H Burkhart Jr Charitable Trust Uw

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$191,430
Expenses
$65,809
Net Income
$125,621
Net Assets
$1,421,675
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $58,138
30.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $133,292
69.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $7,313
11.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,436,635
Total Liabilities $14,960
Net Assets $1,421,675
Compensation
Key Employees and Officers Compensation Related Other
Hamlin Bank & Trust Company (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,476
Expenses
$65,114
Net Income
-$3,638
Net Assets
$1,296,054
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $33,867
55.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,589
44.9%
Net Inventory Sales $0
Other Revenue $20
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $7,076
10.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,310,199
Total Liabilities $14,145
Net Assets $1,296,054
Compensation
Key Employees and Officers Compensation Related Other
Hamlin Bank & Trust Company (Trustee) $7,076 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$61,040
Expenses
$64,805
Net Income
-$3,765
Net Assets
$1,292,062
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $33,918
55.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,122
44.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,659
10.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,317,894
Total Liabilities $25,832
Net Assets $1,292,062
Compensation
Key Employees and Officers Compensation Related Other
Hamlin Bank & Trust Company (Trustee) $6,659 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,467
Expenses
$50,225
Net Income
$27,242
Net Assets
$1,295,827
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $28,957
37.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $48,510
62.6%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $6,442
12.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,295,827
Total Liabilities $0
Net Assets $1,295,827
Compensation
Key Employees and Officers Compensation Related Other
Hamlin Bank & Trust Company (Trustee) $6,442 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$90,242
Expenses
$17,176
Net Income
$73,066
Net Assets
$1,271,313
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $37,724
41.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $52,000
57.6%
Net Inventory Sales $0
Other Revenue $518
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $6,390
37.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,271,313
Total Liabilities $0
Net Assets $1,271,313
Compensation
Key Employees and Officers Compensation Related Other
Hamlin Bank & Trust Company (Trustee) $6,390 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$98,008
Expenses
$34,603
Net Income
$63,405
Net Assets
$1,259,588
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,879
32.5%
Sales of Assets $66,129
67.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,166
66.9%
Compensation of Officers* $6,202
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,259,589
Total Liabilities $1
Net Assets $1,259,588
Compensation
Key Employees and Officers Compensation Other
Hamlin Bank (Trustee) $6,202 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,648
Expenses
$30,857
Net Income
$20,791
Net Assets
$1,227,943
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $333
0.6%
Dividends $29,147
56.4%
Sales of Assets $22,168
42.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,402
75.8%
Compensation of Officers* $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 $1,227,943
Total Liabilities $0
Net Assets $1,227,943

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

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

About This Data

What Is 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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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.

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