Burgess Family Foundation
SOUTH CHELMSFORD, MA EIN: 52-7099484
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$469K
+16.6% YoY
Annual Giving
$21K
+162.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$11K
+162.5% YoY
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $469,186 | $402,308 | $382,272 |
| Revenue | $89,174 | $29,314 | $51,190 |
| Expenses | $22,140 | $9,278 | $22,122 |
| Qualifying Distributions | $21,600 | $8,000 | $21,000 |
| Net Investment Income | $59,041 | $29,301 | $50,373 |
| Distributable Amount | $26,931 | $24,511 | $18,020 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Burgess Family Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALLEN BURGESS | TRUSTEE | 1 | — |
| BENTON BURGESS | TRUSTEE | 1 | — |
| ANN W BURGESS | TRUSTEE | 1 | — |
| ELIZABETH DOWELL | TRUSTEE | 1 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $57K (70%)
Pennsylvania $20K (25%)
Maryland $4K (5%)
Cities
BostonFort WashingtonLa Plata
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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