Burgess Family Foundation Inc
Burgess Family Foundation Inc is a private foundation, based in Miami Beach, FL. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $7.5M in total assets. In 2025, it awarded 6 grants totaling $664K. Net investment income was $725K.
Burgess Family Foundation Inc at a glance
In short: Burgess Family Foundation Inc gave $664K across 6 grants in 2025 (avg $111K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $663,525
- +169.2% vs 2024
- Grants made (2025)
- 6
- +100.0% vs 2024
- Average grant
- $110,588
- +34.6% vs 2024
- Median grant
- $25,500
- Total assets
- $7,477,119
- +6.9% vs 2024
- Primary geography
- Ohio (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Burgess Family Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was USA Track and Field Foundation ($500K). Together the top 6 received $664K.
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 6 grants of 9 (67%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How Burgess Family Foundation Inc gives
- In 2025 it paid out 141% 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 2024 to 2025, annual grant giving ranged from $247K (2024) to $664K (2025). In 2025 it made 6 grants totaling $664K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| USA Track and Field Foundation Salem, OH | Program Support | $500,000 |
| Armory Foundation New York, NY | Program Support | $111,000 |
| Aspen Art Museum Aspen, CO | Program Support | $26,000 |
| Wesleyan University Middletown, CT | Program Support | $25,000 |
| The Madeira School McLean, VA | Program Support | $1,000 |
| Dolphins Cycling Challenge (DBA Dolphins Cancer Challenge) Miami Gardens, FL | Program Support | $525 |
Ready to take the next step with Burgess Family Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $7,477,119 | $1,177,512 | $696,900 | $663,525 | 6 | $684,032 | $725,443 | $485,530 |
| 2024 | $6,996,507 | $504,881 | $302,042 | $246,500 | 3 | $260,805 | $499,244 | $472,599 |
| 2022 | $849,634 | $849,634 | — | — | — | — | — | $6,133 |
Under IRS private-foundation payout rules, Burgess Family Foundation Inc reported a distributable amount of $486K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Burgess Family Foundation Inc is led by John Burgess, Chair, President & Director since 2024 (on filings since 2022); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
John Burgess
Chair, President & Director
Director → Chair, President & Director, 2024
On filings since 2022
1 hr/week
No compensation reported
Cornelia A. Burgess
Director
On filings since 2022
1 hr/week
No compensation reported
Elizabeth Burgess
Secretary & Director
Director → Secretary & Director, 2024
On filings since 2022
1 hr/week
No compensation reported
John Burgessjr
Director
On filings since 2022
1 hr/week
No compensation reported
Theresa P. Burgess
Treasurer & Director
Director → Treasurer & Director, 2024
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2025. "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 Burgess Family Foundation Inc
How much does Burgess Family Foundation Inc give each year?
Burgess Family Foundation Inc gave $664K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $247K across 3 grants.
What is Burgess Family Foundation Inc's typical grant size?
Burgess Family Foundation Inc's median grant in 2025 was $25,500, and its average grant was $110,588, across 6 grants on its 2025 IRS Form 990-PF.
Where does Burgess Family Foundation Inc give grants?
Burgess Family Foundation Inc gives mostly in Ohio: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (17%).
Does Burgess Family Foundation Inc give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Burgess Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Program Support" (6 grants).
Who are Burgess Family Foundation Inc's largest grantees?
Burgess Family Foundation Inc's largest 2025 grantees include USA Track and Field Foundation ($500,000), Armory Foundation ($111,000) and Aspen Art Museum ($26,000), according to its 2025 IRS Form 990-PF. Together they received 96% of its itemized 2025 grant dollars.
How large is Burgess Family Foundation Inc?
Burgess Family Foundation Inc reported $7.5M in total assets on its 2025 IRS Form 990-PF. It paid out $684K in qualifying distributions that year, against a required minimum of $486K (roughly 5% of its investment assets).
What is Burgess Family Foundation Inc's EIN?
Burgess Family Foundation Inc's EIN (Employer Identification Number) is 88-1160169. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2022–2024
Explore Open Grants
Browse active grant opportunities in Burgess Family Foundation Inc's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Florida
Flosdorf E FBO Wesleyan Tuw
Saint Louis, MO
Assets
$166K
Grants
1
Total Given
$10K
JPMOH Foundation
Jupiter Inlet Colony, FL
JPMOH Foundation funds U.S. 501(c)(3) charitable, educational, and religious organizations across varied fields, with most 2024 grant dollars going to Florida recipients and additional support in New York and other states. Its 2024 grants ranged from $500 to $137,500, with a median of $2,000. It accepts unsolicited requests: no specific form or deadline is required, and a letter to the foundation will suffice.
Assets
$1.6M
Grants
29
Total Given
$330K
Esther M Chandler Tuw
Dallas, TX
Assets
$295K
Grants
2
Total Given
$13K
Liberty Bank Foundation Inc
Middletown, CT
Liberty Bank Foundation funds education, workforce readiness, small-business support, affordable housing, and food security, primarily in communities served by Liberty Bank, especially Connecticut and Greater Springfield, Massachusetts. In 2025, grants ranged from $1,000 to $200,000, with a median of $10,000; its Local Impact Grants typically provide $2,500–$5,000. The foundation’s filing says it funds preselected organizations and does not accept unsolicited requests.
Assets
$46.8M
Grants
144
Total Given
$2.3M
The Pro Archia Foundation
Dallas, TX
Assets
$7.3M
Grants
4
Total Given
$459K
Battelle Memorial Institute
Columbus, OH
Battelle funds STEM and other education programs, as well as human services, arts and sciences, and economic development; its Central Ohio STEM grants support out-of-school K–12 programs, especially for underserved students. Its 2025 grants had a median of $12,300, with giving concentrated in Ohio, Virginia, New Mexico, Idaho, and Tennessee.
Assets
$1.9B
Grants
151
Total Given
$17.9M
More similar funders
More Funders in Florida
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Burgess Family Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Burgess Family Foundation Inc down — hundreds of funders to go?