Burgess Family Foundation
Burgess Family Foundation is a private foundation focused on Education, based in South Chelmsford, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $494K in total assets. In 2025, it awarded 2 grants totaling $23K. Net investment income was $30K.
Burgess Family Foundation at a glance
In short: Burgess Family Foundation gave $23K across 2 grants in 2025 (avg $12K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,000
- +9.5% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $11,500
- +9.5% vs 2024
- Median grant
- $11,500
- Total assets
- $493,668
- +5.2% vs 2024
- Primary geography
- Massachusetts (87% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Burgess Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Schepens Eye Research Institute of Mass Eye and Ear ($20K). Together the top 2 received $23K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Burgess Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 71% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2021 to 2025, annual grant giving ranged from $8K (2023) to $31K (2021). In 2025 it made 2 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schepens Eye Research Institute of Mass Eye and Ear Boston, MA | Public Charity | $20,000 |
| La Plata High School La Plata, MD | Educational | $3,000 |
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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 | $493,668 | $50,318 | $25,836 | $23,000 | 2 | $24,145 | $30,311 | $34,033 |
| 2024 | $469,186 | $89,174 | $22,140 | $21,000 | 2 | $21,600 | $59,041 | $26,931 |
| 2023 | $402,308 | $29,314 | $9,278 | $8,000 | 2 | $8,000 | $29,301 | $24,511 |
| 2022 | $382,272 | $51,190 | $22,122 | $21,000 | 2 | $21,000 | $50,373 | $18,020 |
| 2021 | $373,999 | $60,329 | $31,011 | $31,000 | 3 | $31,000 | $30,318 | $18,146 |
| 2020 | $344,681 | $165,874 | $2,450 | — | — | — | $20,099 | $2,440 |
Under IRS private-foundation payout rules, Burgess Family Foundation reported a distributable amount of $34K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Burgess Family Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Allen Burgess
Trustee
On filings since 2020
1 hr/week
No compensation reported
Ann W. Burgess
Trustee
On filings since 2020
1 hr/week
No compensation reported
Benton Burgess
Trustee
On filings since 2020
1 hr/week
No compensation reported
Elizabeth Dowell
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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
How much does Burgess Family Foundation give each year?
Burgess Family Foundation gave $23K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 2 grants.
How large is Burgess Family Foundation?
Burgess Family Foundation reported $494K in total assets on its 2025 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Burgess Family Foundation?
Burgess Family Foundation is a private foundation focused on Education, based in South Chelmsford, MA. It holds $494K in total assets as of 2025.
Where does Burgess Family Foundation operate?
Burgess Family Foundation has awarded grants in Massachusetts, Maryland, Pennsylvania.
What is Burgess Family Foundation's EIN?
Burgess Family Foundation's EIN (Employer Identification Number) is 52-7099484. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 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 May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
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