Ben F & Hugh Burgess Trust Fund - Char

DALLAS, TX EIN: 58-6103644

Ben F & Hugh Burgess Trust Fund - Char is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $533K in total assets. In 2025, it awarded 7 grants totaling $27K. Net investment income was $43K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$533K

+1.2% YoY

Annual Giving

$27K

+7.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+7.2% YoY

Under IRS private-foundation payout rules, Ben F & Hugh Burgess Trust Fund - Char reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.

About Ben F & Hugh Burgess Trust Fund - Char

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Georgia $130K (100%)

States

Georgia

Cities

AthensAtlantaDecaturMacon

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$532,796	$526,463	$530,848
Revenue	$50,688	$19,791	$-10,534
Expenses	$38,530	$35,389	$33,547
Qualifying Distributions	$30,983	$28,880	$24,938
Net Investment Income	$43,169	$11,817	$5,280
Distributable Amount	$31,430	$29,151	$27,531

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Grant Size Distribution

35 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include William C Hartman Jr Fund ($5,371), University of Georgia School of Law ($5,371), Decatur Presbyterian Church ($4,030).

Recipient	Purpose	Amount
DECATUR PRESBYTERIAN CHURCH DECATUR, GA	UNRESTRICTED GENERAL	$4,030
MASONIC HOME OF GEORGIA MACON, GA	UNRESTRICTED GENERAL	$2,150
HOLY TRINITY EPISCOPAL CHURCH DECATUR, GA	UNRESTRICTED GENERAL	$4,030
UNITED METHODIST CHILDREN'S HOME DECATUR, GA	UNRESTRICTED GENERAL	$3,224
WILLIAM C HARTMAN JR FUND ATHENS, GA	UNRESTRICTED GENERAL	$5,371
FAMILIES FIRST ATLANTA, GA	UNRESTRICTED GENERAL	$2,686
UNIVERSITY OF GEORGIA SCHOOL OF LAW ATHENS, GA	UNRESTRICTED GENERAL	$5,371

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$9,054

Frequently Asked Questions

How large is Ben F & Hugh Burgess Trust Fund - Char?

As of 2025, Ben F & Hugh Burgess Trust Fund - Char holds $533K in total assets with $51K in annual revenue. It awarded 7 grants totaling $27K in 2025.

Where does Ben F & Hugh Burgess Trust Fund - Char operate?

Ben F & Hugh Burgess Trust Fund - Char has awarded grants in Georgia.

What size grants does Ben F & Hugh Burgess Trust Fund - Char award?

In 2025, Ben F & Hugh Burgess Trust Fund - Char awarded 7 grants totaling $27K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Ben F & Hugh Burgess Trust Fund - Char required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Ben F & Hugh Burgess Trust Fund - Char reported a distributable amount of $31K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ben F & Hugh Burgess Trust Fund - Char's EIN?

Ben F & Hugh Burgess Trust Fund - Char's EIN (Employer Identification Number) is 58-6103644. IRS Form 990 filing data is available on this page for 2020–2025.