{"success":true,"data":{"_id":827092554,"filings":[{"Organization":{"value":null,"Person":["Hamlin Bank & Trust Company"],"Title":["Trustee"],"Hours":[0],"Total Compensation":[7076],"Direct compensation":[7076],"Other compensation":[0]},"Basic":{"value":null,"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.\"","year":2024,"name":"THE CHARITABLE TRUST UW JOHN H BURKHART","phone":8148875555,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEANMARIE MCCLURE","year_formation":2009,"state_legal_domicile":"PA","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"333 WEST MAIN STREET - PO BOX 367, SMETHPORT, PA, 167490367, USA","city":"SMETHPORT","state":"PA","country":"USA","zip_code":167490367},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":61476,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":61456,"Investment income total":33867,"Net investment gain":27589,"Income from invest bond proceeds":0},"Other revenues":{"value":20,"Other total":20,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":65114,"Grant expense":{"value":57404,"Grants to domestic orgs":57404,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7076,"Current officers":7076,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":634,"Management services":0,"Legal":0,"Accounting":480,"Lobbying services":0,"Investment management fees":0,"Other services":154,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":57404,"Management And General Expenses":7710,"Fundraising Expenses":0}},"Assets":{"value":1310199,"Non-interest bearing cash":3350,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1306849,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":14145,"Sum of Total Liabilities":0,"Accounts payable, accrued":14145,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1296054,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8815922843013791,"percentile":0.7418095913254332},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.05917756522870714,"percentile":0.27180563472768443},"Liabilities to Assets Ratio":{"score":0.010796069909990772,"percentile":0.49431651516715747},"Operating Reserve Ratio":{"score":20.121617470897196,"percentile":0.9463516359996516},"Officer Compensation Ratio":{"score":0.10867094634026477,"percentile":0.5240148333591366},"Program Expense Growth":{"score":0.4717609653419973,"percentile":0.9236311708387568},"Revenue Growth":{"score":-0.14157980876905848,"percentile":0.10721723834504855},"Asset Growth":{"score":0.010680945397444156,"percentile":0.3644942689959451},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5947260263470904,"percentile":0.5899496098598848}},"source_xml":"202511189349301811_public.xml"},{"Organization":{"value":null,"Person":["Hamlin Bank & Trust Company"],"Title":["Trustee"],"Hours":[0],"Total Compensation":[6442],"Direct compensation":[6442],"Other compensation":[0]},"Basic":{"value":null,"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.\"","year":2022,"name":"THE CHARITABLE TRUST UW JOHN H BURKHART","phone":8148875555,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEANMARIE MCCLURE","year_formation":2009,"state_legal_domicile":"PA","total_volunteers":null,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"333 WEST MAIN STREET - PO BOX 367, SMETHPORT, PA, 167490367, USA","city":"SMETHPORT","state":"PA","country":"USA","zip_code":167490367},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":77467,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":77467,"Investment income total":28957,"Net investment gain":48510,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":50225,"Grant expense":{"value":43213,"Grants to domestic orgs":43213,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6442,"Current officers":6442,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":570,"Management services":0,"Legal":0,"Accounting":446,"Lobbying services":0,"Investment management fees":0,"Other services":124,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":43213,"Management And General Expenses":7012,"Fundraising Expenses":0}},"Assets":{"value":1295827,"Non-interest bearing cash":0,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1295827,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1295827,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8603882528621205,"percentile":0.709271708570646},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.351659416267572,"percentile":0.863563929900448},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":25.800438028870083,"percentile":0.9604163807917088},"Officer Compensation Ratio":{"score":0.12826281732205078,"percentile":0.46668135090427715},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7968284949753908,"percentile":0.956914300364592}},"source_xml":"202321319349304432_public.xml"},{"Organization":{"value":null,"Person":["Hamlin Bank & Trust Company"],"Title":["Trustee"],"Hours":[0],"Total Compensation":[6659],"Direct compensation":[6659],"Other compensation":[0]},"Basic":{"value":null,"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.\"","year":2023,"name":"THE CHARITABLE TRUST UW JOHN H BURKHART","phone":8148875555,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEANMARIE MCCLURE","year_formation":2009,"state_legal_domicile":"PA","total_volunteers":null,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"333 WEST MAIN STREET - PO BOX 367, SMETHPORT, PA, 167490367, USA","city":"SMETHPORT","state":"PA","country":"USA","zip_code":167490367},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":61040,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":61040,"Investment income total":33918,"Net investment gain":27122,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":64805,"Grant expense":{"value":57586,"Grants to domestic orgs":57586,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6659,"Current officers":6659,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":560,"Management services":0,"Legal":0,"Accounting":462,"Lobbying services":0,"Investment management fees":0,"Other services":98,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":57586,"Management And General Expenses":7219,"Fundraising Expenses":0}},"Assets":{"value":1317894,"Non-interest bearing cash":7194,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1310700,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":25832,"Sum of Total Liabilities":0,"Accounts payable, accrued":25832,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1292062,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8886042743615462,"percentile":0.7526016450097879},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.06168086500655308,"percentile":0.2682814588033984},"Liabilities to Assets Ratio":{"score":0.01960096942546214,"percentile":0.45892306709076697},"Operating Reserve Ratio":{"score":20.336301211326287,"percentile":0.947009241028006},"Officer Compensation Ratio":{"score":0.10275441709744619,"percentile":0.5429565230981267},"Program Expense Growth":{"score":0.8569430252284249,"percentile":0.9763894803860493},"Revenue Growth":{"score":-0.19148936170212766,"percentile":0.07951059548676583},"Asset Growth":{"score":0.017984784689143003,"percentile":0.3953721332713922},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6019343059938765,"percentile":0.6111491859723546}},"source_xml":"202431349349303078_public.xml"},{"Organization":{"value":null,"Person":["Hamlin Bank & Trust Company"],"Title":["Trustee"],"Hours":[3.0],"Total Compensation":[6390],"Direct compensation":[6390],"Other compensation":[0]},"Basic":{"value":null,"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.\"","year":2021,"name":"THE CHARITABLE TRUST UW JOHN H BURKHART","phone":8148875555,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEANMARIE MCCLURE","year_formation":2009,"state_legal_domicile":"PA","total_volunteers":null,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"333 WEST MAIN STREET - PO BOX 367, SMETHPORT, PA, 167490367, USA","city":"SMETHPORT","state":"PA","country":"USA","zip_code":167490367},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":90242,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":89724,"Investment income total":37724,"Net investment gain":52000,"Income from invest bond proceeds":0},"Other revenues":{"value":518,"Other total":518,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":17176,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6390,"Current officers":6390,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":10786,"Management services":0,"Legal":0,"Accounting":10633,"Lobbying services":0,"Investment management fees":0,"Other services":153,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":17176,"Fundraising Expenses":0}},"Assets":{"value":1271313,"Non-interest bearing cash":0,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1271313,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1271313,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.8096673389330911,"percentile":0.9739106634039031},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":74.01682580344666,"percentile":0.9864022881583199},"Officer Compensation Ratio":{"score":0.37203074056823476,"percentile":0.13129857336608147},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6873211362854801,"percentile":0.826636279660978}},"source_xml":"202211029349301311_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["Hamlin Bank & Trust Company"],"Title":["Trustee"],"Hours":[0],"Total Compensation":[7076],"Direct compensation":[7076],"Other compensation":[0]},"Basic":{"value":null,"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.\"","year":2024,"name":"THE CHARITABLE TRUST UW JOHN H BURKHART","phone":8148875555,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"JEANMARIE MCCLURE","year_formation":2009,"state_legal_domicile":"PA","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"333 WEST MAIN STREET - PO BOX 367, SMETHPORT, PA, 167490367, USA","city":"SMETHPORT","state":"PA","country":"USA","zip_code":167490367},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":61476,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":61456,"Investment income total":33867,"Net investment gain":27589,"Income from invest bond proceeds":0},"Other revenues":{"value":20,"Other total":20,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":65114,"Grant expense":{"value":57404,"Grants to domestic orgs":57404,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7076,"Current officers":7076,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":634,"Management services":0,"Legal":0,"Accounting":480,"Lobbying services":0,"Investment management fees":0,"Other services":154,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":57404,"Management And General Expenses":7710,"Fundraising Expenses":0}},"Assets":{"value":1310199,"Non-interest bearing cash":3350,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":1306849,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":14145,"Sum of Total Liabilities":0,"Accounts payable, accrued":14145,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1296054,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8815922843013791,"percentile":0.7418095913254332},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.05917756522870714,"percentile":0.27180563472768443},"Liabilities to Assets Ratio":{"score":0.010796069909990772,"percentile":0.49431651516715747},"Operating Reserve Ratio":{"score":20.121617470897196,"percentile":0.9463516359996516},"Officer Compensation Ratio":{"score":0.10867094634026477,"percentile":0.5240148333591366},"Program Expense Growth":{"score":0.4717609653419973,"percentile":0.9236311708387568},"Revenue Growth":{"score":-0.14157980876905848,"percentile":0.10721723834504855},"Asset Growth":{"score":0.010680945397444156,"percentile":0.3644942689959451},"Independent Voting Board Pct":{"score":null,"percentile":null},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5947260263470904,"percentile":0.5899496098598848}},"source_xml":"202511189349301811_public.xml"},"sector":"Public, Societal Benefit","donation_categories":[],"zakat_policy":null},"error":null}