Burgandy Charitable Foundation
Burgandy Charitable Foundation is a private foundation, based in San Pedro, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $500K in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $2K.
Burgandy Charitable Foundation at a glance
In short: Burgandy Charitable Foundation gave $36K across 3 grants in 2024 (avg $12K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $36,000
- -57.6% vs 2023
- Grants made (2024)
- 3
- -25.0% vs 2023
- Average grant
- $12,000
- -43.5% vs 2023
- Median grant
- $6,000
- Total assets
- $500,263
- +80.1% vs 2023
- Primary geography
- California (69% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Burgandy Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Mtelo Ministries ($25K). Together the top 3 received $36K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 20 grants of 23 (87%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How Burgandy Charitable Foundation gives
- Giving fell 58% from 2021 to 2024. Method
- In 2024 it paid out 181% of its IRS minimum distribution (the 5% rule). 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 2024, annual grant giving ranged from $36K (2024) to $471K (2022). In 2024 it made 3 grants totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mtelo Ministries San Pedro, CA | Exempt Purpose | $25,000 |
| EMI - Engineering Ministries Colorado Springs, CO | Exempt Purpose | $6,000 |
| RCE - Resourcing Christian Educatio Wheaton, IL | Exempt Purpose | $5,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $500,263 | $259,219 | $36,775 | $36,000 | 3 | $36,000 | $1,624 | $19,866 |
| 2023 | $277,819 | $23 | $85,695 | $85,000 | 4 | $85,000 | $23 | $15,825 |
| 2022 | $363,491 | $101,405 | $471,547 | $471,479 | 5 | $471,479 | $1,405 | $33,858 |
| 2021 | $733,391 | $3,079 | $85,291 | $85,000 | 7 | $85,000 | $3,079 | $38,101 |
| 2020 | $915,603 | $100,167 | $105,726 | $105,000 | 4 | — | — | $35,017 |
Under IRS private-foundation payout rules, Burgandy Charitable Foundation reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Burgandy Charitable Foundation is led by Deborah Berg, President since 2021 (on filings since 2020); none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Deborah Berg
President
Secretary Treasurer Trustee → President, 2021
On filings since 2020
0.3 hrs/week
No compensation reported
Alicia Murphy Berg
Secretary
Vice President Trustee → Secretary, 2021
On filings since 2020
0.1 hrs/week
No compensation reported
Thomas Berg
Vice President
President Trustee → Vice President, 2021
On filings since 2020
0.2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Burgandy Charitable Foundation
How much does Burgandy Charitable Foundation give each year?
Burgandy Charitable Foundation gave $36K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $85K across 4 grants.
What is Burgandy Charitable Foundation's typical grant size?
Burgandy Charitable Foundation's median grant in 2024 was $6,000, and its average grant was $12,000, across 3 grants on its 2024 IRS Form 990-PF.
Where does Burgandy Charitable Foundation give grants?
Burgandy Charitable Foundation gives mostly in California: 69% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Colorado (17%) and Illinois (14%).
How large is Burgandy Charitable Foundation?
Burgandy Charitable Foundation reported $500K in total assets on its 2024 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets).
What is Burgandy Charitable Foundation's EIN?
Burgandy Charitable Foundation's EIN (Employer Identification Number) is 27-4360090. IRS Form 990 filing data is available on this page for 2020–2024.
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 2020–2024
Live grants for the work Burgandy Charitable Foundation funds
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