Alphonse a Burnand Medical and

Foundation · Grantmaker COSTA MESA, CA EIN: 95-6083677

Alphonse a Burnand Medical and is a private foundation, based in COSTA MESA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 4 grants totaling $84K. Net investment income was $888K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.9M

+71.1% YoY

Annual Giving

$84K

+313.4% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$21K

+106.7% YoY

Under IRS private-foundation payout rules, Alphonse a Burnand Medical and reported a distributable amount of $120K for 2024 — the minimum it must pay out in qualifying distributions.

About Alphonse a Burnand Medical and

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $340K (100%)

States

California

Cities

Borrego Springs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,927,025	$1,126,580	$1,092,020
Revenue	$902,686	$76,894	$41,893
Expenses	$101,521	$42,334	$161,861
Qualifying Distributions	$86,795	$23,530	$142,255
Net Investment Income	$887,945	$58,075	$22,217
Distributable Amount	$120,318	$112,388	$112,213

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

12 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Borrego Springs Music Festival ($30,000), Christmas Circle Community Park ($20,000), Christmas Circle Community Park ($20,000).

Recipient	Purpose	Amount
CHRISTMAS CIRCLE COMMUNITY PARK BORREGO SPRINGS, CA	MAINTENANCE EXPENSES	$20,000
BORREGO SPRINGS YOUTH AND SENIOR CENTER BORREGO SPRINGS, CA	OPERATING EXPENSES	$13,500
CHRISTMAS CIRCLE COMMUNITY PARK BORREGO SPRINGS, CA	MAINTENANCE EXPENSES	$20,000
BORREGO SPRINGS MUSIC FESTIVAL BORREGO SPRINGS, CA	OPERATING EXPENSES	$30,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
ROBERT BURNAND	PRESIDENT	—	—
LISA BURNAND	SECRETARY/TREASURER	—	—

Frequently Asked Questions

How large is Alphonse a Burnand Medical and?

As of 2024, Alphonse a Burnand Medical and holds $1.9M in total assets with $903K in annual revenue. It awarded 4 grants totaling $84K in 2024.

Where does Alphonse a Burnand Medical and operate?

Alphonse a Burnand Medical and has awarded grants in California.

What size grants does Alphonse a Burnand Medical and award?

In 2024, Alphonse a Burnand Medical and awarded 4 grants totaling $84K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Alphonse a Burnand Medical and required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alphonse a Burnand Medical and reported a distributable amount of $120K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alphonse a Burnand Medical and's EIN?

Alphonse a Burnand Medical and's EIN (Employer Identification Number) is 95-6083677. IRS Form 990 filing data is available on this page for 2020–2024.