Bur Oak Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 25 grants totaling $749K. Net investment income was $27K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
-29.3% YoY
Annual Giving
$749K
-20.7% YoY
Grant Count
25
+56.3% YoY
Avg Grant Size
$30K
-49.2% YoY
Under IRS private-foundation payout rules, Bur Oak Foundation reported a distributable amount of $126K for 2024 — the minimum it must pay out in qualifying distributions.
About Bur Oak Foundation
Based on IRS filings
Bur Oak Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 25 grants totaling $749K. Net investment income was $27K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,890,990 | $2,674,988 | $3,891,903 |
| Revenue | $-5,890 | $-223,828 | $-439,821 |
| Expenses | $778,108 | $993,087 | $820,587 |
| Qualifying Distributions | $766,482 | $963,185 | $717,594 |
| Net Investment Income | $27,328 | $17,157 | $81,549 |
| Distributable Amount | $125,733 | $147,465 | $180,237 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
65 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include President & Fellows of Middlebury College ($150,000), Huntsman Cancer Foundation ($100,000), The Nature Conservancy in Utah ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BALLET WEST SALT LAKE CTY, UT | General & Unrestricted | $10,000 |
| BALLET WEST SALT LAKE CTY, UT | Charitable Event | $10,000 |
| BONEFISH & TARPON TRUST INC MIAMI, FL | For work being done in Belize | $25,000 |
| COMMUNITY FOUNDATION OF OYSTER BAY INC OYSTER BAY, NY | General & Unrestricted | $1,500 |
| CONSERVE UTAH VALLEY OREM, UT | For Grow the Flow and Rachel Wood fund | $11,983 |
| CONSERVE UTAH VALLEY OREM, UT | Grow the Flow fund | $50,000 |
| FRIENDS OF NASSAU COUNTY BAILEY ARBORETUM LOCUST VALLEY, NY | General & Unrestricted | $1,000 |
| GLEN COVE BOYS AND GIRLS CLUB AT LINCOLN HOUSE INC GLEN COVE, NY | General & Unrestricted | $5,000 |
| GREAT BASIN WATER NETWORK INC BAKER, NV | General & Unrestricted | $50,000 |
| HORSE NATION INC HUNTINGTN BCH, CA | General & Unrestricted | $25,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| James C Dreyfous | Dir, Pres, Treas | 1 | — |
| Brooke D Peel | Sec | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Bur Oak Foundation?
Bur Oak Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WILMINGTON, DE. It holds $1.9M in total assets as of 2024.
How large is Bur Oak Foundation?
As of 2024, Bur Oak Foundation holds $1.9M in total assets with $-5,890 in annual revenue. It awarded 25 grants totaling $749K in 2024.
Where does Bur Oak Foundation operate?
Bur Oak Foundation has awarded grants in California, District of Columbia, Florida, Montana, Nevada, New York, Utah, Vermont.
What size grants does Bur Oak Foundation award?
In 2024, Bur Oak Foundation awarded 25 grants totaling $749K — an average of about $30K per grant, based on its IRS Form 990 filings.
How much is Bur Oak Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bur Oak Foundation reported a distributable amount of $126K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bur Oak Foundation's EIN?
Bur Oak Foundation's EIN (Employer Identification Number) is 86-1247291. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Bur Oak Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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