Burgandy Charitable Foundation

SAN PEDRO, CA EIN: 27-4360090

Burgandy Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

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.

About Burgandy Charitable Foundation

Based on IRS filings

Burgandy Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

AshevilleColorado SpringsIrvineLa MiradaOrlandoPhiladelphiaRedlandsSan PedroWheaton

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$130K$259K$389K$519K20202021202220232024
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

Giving Over Time

Total grant dollars and number of grants per year

$0$118K$236K$354K$471K4 grants20207 grants20215 grants20224 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

MTELO MINISTRIES$25KEMI - ENGINEERING MINIST…$6KRCE - RESOURCING CHRISTI…$5K

Grant Size Distribution

23 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mtelo Ministries ($25,000), Emi - Engineering Ministries ($6,000), Rce - Resourcing Christian Educatio ($5,000).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DEBORAH BERGPRESIDENT0.25
THOMAS BERGVICE PRESIDE0.15
ALICIA MURPHY BERGSECRETARY0.1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Burgandy Charitable Foundation?

Burgandy Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SAN PEDRO, CA. It holds $500K in total assets as of 2024.

How large is Burgandy Charitable Foundation?

As of 2024, Burgandy Charitable Foundation holds $500K in total assets with $259K in annual revenue. It awarded 3 grants totaling $36K in 2024.

Where does Burgandy Charitable Foundation operate?

Burgandy Charitable Foundation has awarded grants in California, Colorado, Florida, Illinois, North Carolina, Pennsylvania.

What size grants does Burgandy Charitable Foundation award?

In 2024, Burgandy Charitable Foundation awarded 3 grants totaling $36K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is Burgandy Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Burgandy Charitable Foundation reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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