Burgandy Charitable Foundation

Private foundation · Grantmaker San Pedro, CA EIN: 27-4360090

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.

Key facts about Burgandy Charitable Foundation

In short: Burgandy Charitable Foundation gave $36K across 3 grants in 2024 (avg $12K), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
27-4360090
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$36,000
Grants made (2024)
3
Average grant
$12,000
Median grant
$6,000
Total assets
$500,263
Primary geography
California (69% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$500K

+80.1% YoY

Annual Giving

$36K

-57.6% YoY

Grant Count

3

-25.0% YoY

Avg Grant Size

$12K

-43.5% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2024 grant dollars across all 3 itemized grants.

Cities

San PedroColorado SpringsWheatonIrvineOrlandoAshevilleLa MiradaPhiladelphiaRedlands

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K4 grants2020 7 grants2021 5 grants2022 4 grants2023 3 grants2024

From 2020 to 2024, annual grant giving ranged from $36K (2024) to $471K (2022). In 2024 it made 3 grants totaling $36K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Mtelo Ministries: $25KMtelo Ministries$25KEmi - Engineering Ministries: $6KEmi - Engineering Ministries$6KRce - Resourcing Christian Educatio: $5KRce - Resourcing ChristianEducatio$5K

The largest 2024 recipient was Mtelo Ministries ($25K). Together the top 3 received $36K.

Grant Size Distribution

23 grants across all recorded years

20<$50K2$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 23 (87%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mtelo Ministries San Pedro, CAExempt Purpose$25,000
Emi - Engineering Ministries Colorado Springs, COExempt Purpose$6,000
Rce - Resourcing Christian Educatio Wheaton, ILExempt Purpose$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$500,263$277,819$363,491
Revenue$259,219$23$101,405
Expenses$36,775$85,695$471,547
Qualifying Distributions$36,000$85,000$471,479
Net Investment Income$1,624$23$1,405
Distributable Amount$19,866$15,825$33,858

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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.

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