Ben F & Hugh Burgess Trust Fund - Char
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.
Ben F & Hugh Burgess Trust Fund - Char at a glance
In short: Ben F & Hugh Burgess Trust Fund - Char gave $27K across 7 grants in 2025 (avg $4K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $26,862
- +7.2% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $3,837
- +7.2% vs 2024
- Median grant
- $4,030
- Total assets
- $532,796
- +1.2% vs 2024
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Ben F & Hugh Burgess Trust Fund - Char funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was William C Hartman Jr Fund ($5K). Together the top 7 received $27K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Ben F & Hugh Burgess Trust Fund - Char gives
- Giving held roughly steady from 2022 to 2025 (−17%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $21K (2020) to $32K (2022). In 2025 it made 7 grants totaling $27K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| William C Hartman Jr Fund Athens, GA | Unrestricted General | $5,371 |
| University of Georgia School of Law Athens, GA | Unrestricted General | $5,371 |
| Decatur Presbyterian Church Decatur, GA | Unrestricted General | $4,030 |
| Holy Trinity Episcopal Church Decatur, GA | Unrestricted General | $4,030 |
| United Methodist Children's Home Decatur, GA | Unrestricted General | $3,224 |
| Families First Atlanta, GA | Unrestricted General | $2,686 |
| Masonic Home of Georgia Macon, GA | Unrestricted General | $2,150 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $532,796 | $50,688 | $38,530 | $26,862 | 7 | $30,983 | $43,169 | $31,430 |
| 2024 | $526,463 | $19,791 | $35,389 | $25,067 | 7 | $28,880 | $11,817 | $29,151 |
| 2023 | $530,848 | $-10,534 | $33,547 | $21,319 | 7 | $24,938 | $5,280 | $27,531 |
| 2022 | $567,931 | $116,175 | $44,110 | $32,353 | 7 | $36,553 | $108,543 | $30,640 |
| 2021 | $568,596 | $43,884 | $35,276 | $23,949 | 7 | — | $37,359 | $30,844 |
| 2020 | $487,893 | $34,434 | $30,390 | $21,126 | 7 | — | $29,734 | $26,382 |
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.
Leadership & Key People
Officers and directors from IRS filings
Ben F & Hugh Burgess Trust Fund - Char's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$8K (2020) → $9K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $9K, to Bank of America (Trustee).
Frequently asked questions about Ben F & Hugh Burgess Trust Fund - Char
How much does Ben F & Hugh Burgess Trust Fund - Char give each year?
Ben F & Hugh Burgess Trust Fund - Char gave $27K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 7 grants.
What is Ben F & Hugh Burgess Trust Fund - Char's typical grant size?
Ben F & Hugh Burgess Trust Fund - Char's median grant in 2025 was $4,030, and its average grant was $3,837, across 7 grants on its 2025 IRS Form 990-PF.
Where does Ben F & Hugh Burgess Trust Fund - Char give grants?
Ben F & Hugh Burgess Trust Fund - Char gives mostly in Georgia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Decatur, GA (3 grants) and Athens, GA (2 grants).
Does Ben F & Hugh Burgess Trust Fund - Char give general operating support?
Yes: 100% of Ben F & Hugh Burgess Trust Fund - Char's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Ben F & Hugh Burgess Trust Fund - Char's largest grantees?
Ben F & Hugh Burgess Trust Fund - Char's largest 2025 grantees include William C Hartman Jr Fund ($5,371), University of Georgia School of Law ($5,371) and Decatur Presbyterian Church ($4,030), according to its 2025 IRS Form 990-PF. Together they received 55% of its itemized 2025 grant dollars.
How large is Ben F & Hugh Burgess Trust Fund - Char?
Ben F & Hugh Burgess Trust Fund - Char reported $533K in total assets on its 2025 IRS Form 990-PF. It paid out $31K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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