Burgess Family Charitable is a private foundation focused on Human Services, based in MURFREESBORO, TN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 22 grants totaling $262K. Net investment income was $94K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.7M
-7.1% YoY
Annual Giving
$262K
-16.6% YoY
Grant Count
22
+4.8% YoY
Avg Grant Size
$12K
-20.4% YoY
Under IRS private-foundation payout rules, Burgess Family Charitable reported a distributable amount of $135K for 2024 — the minimum it must pay out in qualifying distributions.
About Burgess Family Charitable
Based on IRS filings
Burgess Family Charitable is a private foundation focused on Human Services, based in MURFREESBORO, TN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.7M in total assets. In 2024, it awarded 22 grants totaling $262K. Net investment income was $94K.
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 | $2,707,423 | $2,914,269 | $3,223,064 |
| Revenue | $113,204 | $7,864 | $31,372 |
| Expenses | $324,407 | $316,659 | $182,296 |
| Qualifying Distributions | $300,550 | $313,750 | $165,250 |
| Net Investment Income | $93,704 | $59,628 | $95,749 |
| Distributable Amount | $135,357 | $133,337 | $149,634 |
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
83 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mid Tn Christian School ($105,000), Doors of Hope ($35,500), No Blvd Church Christ ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AGAPE NASHVILLE, TN | GENERAL FUND | $3,000 |
| HABITAT FOR HUMANITY MURFREESBORO, TN | GENERAL FUND | $1,000 |
| MID TN STATE UNIVERSITY MURFREESBORO, TN | GENERAL FUND | $25,000 |
| SHILOH NEW YORK, NY | GENERAL FUND | $550 |
| STEWARTS CREEK REDHAWKS SMYRNA, TN | GENERAL FUND | $10,000 |
| JOURNEYS IN COMM LIVING MURFREESBORO, TN | GENERAL FUND | $5,000 |
| 12TH MAN CLUB BRENTWOOD, TN | GENERAL FUND | $5,000 |
| BOYS AND GIRLS CLUB MURFREESBORO, TN | GENERAL FUND | $3,000 |
| EXCHANGE CLUB MURFREESBORO, TN | GENERAL FUND | $500 |
| BORO DASH MURFREESBORO, TN | GENERAL FUND | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ERNEST BURGESS | TRUSTEE | — | — |
| PEGGY BURGESS | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Burgess Family Charitable?
Burgess Family Charitable is a private foundation focused on Human Services, based in MURFREESBORO, TN. It holds $2.7M in total assets as of 2024.
How large is Burgess Family Charitable?
As of 2024, Burgess Family Charitable holds $2.7M in total assets with $113K in annual revenue. It awarded 22 grants totaling $262K in 2024.
Where does Burgess Family Charitable operate?
Burgess Family Charitable has awarded grants in Florida, New York, Tennessee, Virginia.
What size grants does Burgess Family Charitable award?
In 2024, Burgess Family Charitable awarded 22 grants totaling $262K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Burgess Family Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Burgess Family Charitable reported a distributable amount of $135K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Burgess Family Charitable's EIN?
Burgess Family Charitable's EIN (Employer Identification Number) is 87-1802689. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
Browse active grant opportunities in Burgess Family Charitable'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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