Burgess Family Foundation Inc

MIAMI BEACH, FL EIN: 88-1160169

Burgess Family Foundation Inc is a private foundation, based in MIAMI BEACH, FL. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $7.0M in total assets. In 2024, it awarded 3 grants totaling $247K. Net investment income was $499K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.0M

Annual Giving

$247K

Grant Count

Avg Grant Size

$82K

Under IRS private-foundation payout rules, Burgess Family Foundation Inc reported a distributable amount of $473K for 2024 — the minimum it must pay out in qualifying distributions.

About Burgess Family Foundation Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $221K (90%)

Connecticut $25K (10%)

Florida $250 (0%)

States

Connecticut Florida Ohio

Cities

Miami GardensMiddletownSalem

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2022
Total Assets	$6,996,507	$849,634
Revenue	$504,881	$849,634
Expenses	$302,042	—
Qualifying Distributions	$260,805	—
Net Investment Income	$499,244	—
Distributable Amount	$472,599	$6,133

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Usa Track and Field Foundation ($221,250), Wesleyan University ($25,000), Dolphins Cycling Challenge (dba Dolphins Cancer Challenge) ($250).

Recipient	Purpose	Amount
USA TRACK AND FIELD FOUNDATION SALEM, OH	PROGRAM SUPPORT	$221,250
WESLEYAN UNIVERSITY MIDDLETOWN, CT	PROGRAM SUPPORT	$25,000
DOLPHINS CYCLING CHALLENGE (DBA DOLPHINS CANCER CHALLENGE) MIAMI GARDENS, FL	PROGRAM SUPPORT	$250

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
JOHN BURGESS	CHAIR/PRES/DIR	1	—
THERESA P BURGESS	TREASURER / DIRECTOR	1	—
ELIZABETH BURGESS	SECRETARY / DIRECTOR	1	—
CORNELIA A BURGESS	DIRECTOR	1	—
JOHN BURGESSJR	DIRECTOR	1	—

Frequently Asked Questions

How large is Burgess Family Foundation Inc?

As of 2024, Burgess Family Foundation Inc holds $7.0M in total assets with $505K in annual revenue. It awarded 3 grants totaling $247K in 2024.

Where does Burgess Family Foundation Inc operate?

Burgess Family Foundation Inc has awarded grants in Connecticut, Florida, Ohio.

What size grants does Burgess Family Foundation Inc award?

In 2024, Burgess Family Foundation Inc awarded 3 grants totaling $247K — an average of about $82K per grant, based on its IRS Form 990 filings.

How much is Burgess Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Burgess Family Foundation Inc reported a distributable amount of $473K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.