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John and Jeanette Witmer Charitable Trust EIN 25-6515276

John and Jeanette Witmer Charitable Trust

EIN  25-6515276 Private foundation / grantmaker Pittsburgh, PA
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Size
$100K–1M
What they do
A private foundation based in Pittsburgh, PA. It reported about $224K in revenue for 2024.
Leadership
PNC Bank NA · Trustee · $33K
Money in and out
$224K revenue, $149K expenses
Bottom line
—

A private foundation based in Pittsburgh, PA. It reported about $224K in revenue for 2024. For fiscal year 2025 it reported $224K in revenue, $149K in expenses, and $2.7M in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$224K
Pt VIII · Ln 12
Total expenses
$149K
Pt IX · Ln 25
Net assets
$2.7M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $75K
Total assets
2.7M
deployed as grants and operations
Grants paid
107K
in FY2025
Grants made
28grants
total in period
Payout rate
4%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 28 grants · $107K · 2024–2024
Messiah CollegeFY2024$24,555
Penn State Health Holy Spirit MedicalFY2024$13,185
Lebanon Valley CollegePA · FY2024$12,277
Good Samaritan HospitalFY2024$8,185
Far East Broadcasting Company INCTX · FY2024$7,726
Pennsylvania Chautauqua FoundationPA · FY2024$6,367
Presbyterian Homes INCFY2024$6,367
Christ Presbyterian ChurchFY2024$6,367
High AdventureFY2024$3,212
Harrisburg Area CommunityFY2024$2,726
Mt Gretna United Methodist ChurchFY2024$1,367
Music at Gretna INCPA · FY2024$1,367
Gretna Productions INCPA · FY2024$1,367
The United Methodist HomeFY2024$1,359
Quentin United Church of ChristFY2024$1,359
Covenant United Methodist ChurchFY2024$1,359
Tri-County Society forFY2024$688
United Way of the Capital RegFY2024$688
See all 28 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV9
Average grantPart XV$4K
Median grantPart XV$1K
Largest grantPart XV$25K
Top cause focusNTEEDiseases & Disorders (11%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$224K
FY2025▼ -14%
Expenses
$149K
FY2025▲ +18%
Total assets
$2.7M
FY2025▲ +3%
Total liabilities
$0
FY2025
Total revenue
$224K
Pt VIII · Ln 12
Total expenses
$149K
Pt IX · Ln 25
Net assets
$2.7M
Pt X · Ln 32
Total assetsPt II$2.7M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CJohn and Jeanette Witmer Charitable Trust
EINHdr · item D25-6515276
Principal addressHdr · item CPittsburgh, PA
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MPA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20Z)
Ruling yearIRS BMFMay 1997

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$33,461Pt VII · Sec A
$250Pt VII · Sec A
Michael G Uhler
Co-Trustee
$250Pt VII · Sec A
David Dalto
Co-Trustee
$250Pt VII · Sec A
Kim Gardner
Co-Trustee
$250Pt VII · Sec A
Steven Holzman
Co-Trustee
$250Pt VII · Sec A
See John and Jeanette Witmer Charitable Trust executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$224K
Total revenueLn 12$224K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.72 Operating & administrative $0.28
Grants & contributions paid72%$107K
Operating & administrative28%$41K
Total functional expensesLn 25$149K

Balance Sheet

Part X · end of year
CashLn 1$94K
Total assetsLn 16$2.7M
Total liabilitiesLn 26$0
Total net assetsLn 32$2.7M
Months of cash on handcomputed7.6

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $2.7M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $224K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $224K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $224K · Prior year $260K
-14%
Revenue CAGR
FY2019 $33K · FY2024 $224K
+47%
Net-asset trend (YoY)
End of year $2.7M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $224K · Expenses $149K
+34%
Liabilities-to-Assets
Total liabilities — · Total assets $2.7M
—
Net-asset ratio
Net assets $2.7M · Total assets $2.7M
100%
People & payroll
Highest Reported Total Compensation
Individual PNC Bank NA · Reported title Trustee · Highest reported compensation $33K · Total expenses $149K
23%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -14%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$224K revenue · viewing · ⤓ 990 PDF
FY2024$260K revenue · ⤓ 990 PDF
FY2023$544K revenue · ⤓ 990 PDF
FY2022$700K revenue · ⤓ 990 PDF
FY2021$89K revenue · ⤓ 990 PDF
FY2020$33K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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