Nonprofit · EIN 22-2294069
WALTER J AND ANNA H BURCHAN CHARITABLE TRUST
Tax-exempt · ONEONTA, NY 13820
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $389,047 | $295,352 | $93,695 | $2,969,840 | $254,000 | $2,715,840 |
| December 31, 2024 | 990-PF | $217,252 | $272,659 | -$55,407 | $2,841,145 | $219,000 | $2,622,145 |
| December 31, 2023 | 990-PF | $307,729 | $251,434 | $56,295 | $2,885,552 | $208,000 | $2,677,552 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $193,139
- Interest
- $7,014
- Net gain from sales of assets
- $188,894
Expenses
- Grants and similar amounts paid
- $250,000
- Compensation of officers, directors and key employees
- $20,000
- Disbursements for charitable purposes
- $215,000
- Excise tax on investment income
- $4,808
Balance sheet and other
- Total assets, start of year
- $2,841,145
- Total assets, end of year
- $2,969,840
- Total liabilities, end of year
- $254,000
- Net assets, end of year
- $2,715,840
- Fair market value of assets
- $5,262,689
- Qualifying distributions
- $215,000
- Net investment income
- $389,047
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARRIET L SMITH 687 CHARLOTTE CREEK ROAD, ONEONTA, NY 13820 | MANAGER/TRUSTEE | 10 | $20,000 |
| RONALD R HAUS 1200 RIVERSIDE DRIVE UNIT 1283, RENO, NV 89503 | Trustee | 2 | $0 |
| JEANNE P WESTCOTT 978 CO HIGHWAY 16, BURLINGTON FLATS, NY 13315 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARRIET L SMITH 687 CHARLOTTE CREEK ROAD, ONEONTA, NY 13820 | MANAGER/TRUSTEE | 10 | $20,000 |
| RONALD R HAUS 1200 RIVERSIDE DRIVE UNIT 1283, RENO, NV 89503 | Trustee | 2 | $0 |
| JEANNE P WESTCOTT 978 CO HIGHWAY 16, BURLINGTON FLATS, NY 13315 | Trustee | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARRIET L SMITH 687 CHARLOTTE CREEK ROAD, ONEONTA, NY 13820 | MANAGER/TRUSTEE | 10 | $20,000 |
| RONALD R HAUS 1200 RIVERSIDE DRIVE UNIT 1283, RENO, NV 89503 | Trustee | 2 | $0 |
| JEANNE P WESTCOTT 978 CO HIGHWAY 16, BURLINGTON FLATS, NY 13315 | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 6 FORD AVE, ONEONTA, NY 13820-1968
- Signed the 990-PF
- HARRIET L SMITH, MANAGER/TRUSTEE
- Phone
- (607) 432-6720
- Return prepared by
- Donald Benson CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-2294069
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,969,840
- Income (IRS master file)
- $661,538
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $389,047 | $295,352 | $2,969,840 | IRS |
| 990-PF | December 2024 | $217,252 | $272,659 | $2,841,145 | IRS |
| 990-PF | December 2023 | $307,729 | $251,434 | $2,885,552 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2294069).
Questions about WALTER J AND ANNA H BURCHAN CHARITABLE TRUST
- What is the EIN of WALTER J AND ANNA H BURCHAN CHARITABLE TRUST?
- The employer identification number (EIN) of WALTER J AND ANNA H BURCHAN CHARITABLE TRUST is 22-2294069.
- Is WALTER J AND ANNA H BURCHAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to WALTER J AND ANNA H BURCHAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTER J AND ANNA H BURCHAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER J AND ANNA H BURCHAN CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALTER J AND ANNA H BURCHAN CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WALTER J AND ANNA H BURCHAN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $20,000 (HARRIET L SMITH, MANAGER/TRUSTEE).
- How much revenue does WALTER J AND ANNA H BURCHAN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $389,047, expenses of $295,352 and total assets of $2,969,840 at year end.
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