Nonprofit · EIN 82-7092554
JOHN H BURKHART JR CHARITABLE TRUST UW
Tax-exempt · SMETHPORT, PA 16749
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $191,430 | $65,809 | $125,621 | $1,436,635 | $14,960 | $1,421,675 |
| December 31, 2024 | 990 | $61,476 | $65,114 | -$3,638 | $1,310,199 | $14,145 | $1,296,054 |
| December 31, 2023 | 990 | $61,040 | $64,805 | -$3,765 | $1,317,894 | $25,832 | $1,292,062 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $191,430
- Net gain from sales of assets
- $133,292
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $57,848
- Compensation of officers, directors and key employees
- $7,313
- Salaries, compensation and benefits (total)
- $7,313
- Professional fundraising fees
- $0
- Accounting fees
- $499
- Program services (functional)
- $57,848
- Management and general (functional)
- $7,961
Balance sheet and other
- Total assets, start of year
- $1,310,199
- Total assets, end of year
- $1,436,635
- Total liabilities, end of year
- $14,960
- Net assets, end of year
- $1,421,675
- Publicly traded securities
- $1,372,939
- Gross receipts
- $191,430
- Employees
- 0
- Year formed
- 2009
- State of legal domicile
- PA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hamlin Bank & Trust Company | Trustee Institutional trustee | – | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hamlin Bank & Trust Company | Trustee Institutional trustee | – | $7,076 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hamlin Bank & Trust Company | Trustee Institutional trustee | – | $6,659 |
Address and contacts
- Address (IRS master file)
- PO BOX 367, SMETHPORT, PA 16749-0367
- In care of
- % HAMLIN BANK AND TRUST COMPANY
- Principal officer (990 for 2025)
- JEANMARIE MCCLURE, 333 W MAIN STREET, SMETHPORT, PA 167491196
- Signed the 990
- JEANMARIE MCCLURE, TRUSTEE
- Phone
- (814) 887-5555
- Return prepared by
- FIDUCIARY TAX CONSULTANTS LLC
Mission
"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 PA."
Program accomplishments
- Distribute the net income to 4 charities as listed in the legal document,
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 82-7092554
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $1,436,635
- Income (IRS master file)
- $191,430
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $191,430 | $65,809 | $1,436,635 | IRS |
| 990 | December 2024 | $61,476 | $65,114 | $1,310,199 | IRS |
| 990 | December 2023 | $61,040 | $64,805 | $1,317,894 | XML |
| 990 | December 2022 | $77,467 | $50,225 | $1,295,827 | IRS |
| 990 | 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 82-7092554).
Questions about JOHN H BURKHART JR CHARITABLE TRUST UW
- What is the EIN of JOHN H BURKHART JR CHARITABLE TRUST UW?
- The employer identification number (EIN) of JOHN H BURKHART JR CHARITABLE TRUST UW is 82-7092554.
- Is JOHN H BURKHART JR CHARITABLE TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to JOHN H BURKHART JR CHARITABLE TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does JOHN H BURKHART JR CHARITABLE TRUST UW file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JOHN H BURKHART JR CHARITABLE TRUST UW 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 JOHN H BURKHART JR CHARITABLE TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of JOHN H BURKHART JR CHARITABLE TRUST UW?
- The 990 for the year ended December 31, 2025 names JEANMARIE MCCLURE.
- Who are the officers and directors of JOHN H BURKHART JR CHARITABLE TRUST UW?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does JOHN H BURKHART JR CHARITABLE TRUST UW have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $191,430, expenses of $65,809 and total assets of $1,436,635 at year end.
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All nonprofits in SMETHPORT · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations