BURGESS FOUNDATION IS COMMITTED TO DEVELOPING STAKEHOLDERS IN THE FUTURE OF BURGESS HEALTH CENTER THROUGH INDIVIDUALS' TIME, TALENTS AND TREASURES.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
-10.9% YoY
Annual Giving
$559K
Grant Count
1
Avg Grant Size
$559K
About Burgess Foundation
Based on IRS filings
Burgess Foundation is a nonprofit organization focused on Health, based in ONAWA, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 1 grants totaling $559K. Net investment income was $143K.
Focus Areas
Ready to take the next step with Burgess Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,779,777 | $1,996,894 | $1,712,246 |
| Revenue | $371,044 | $219,525 | $241,083 |
| Expenses | $716,579 | $90,939 | $107,520 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $142,749 | $50,582 | $79,624 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Open Grants
1 open opportunity from Burgess Foundation
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CARL BEHNE | PRESIDENT/CEO - BHC THRU 3/2024 | 1 | — |
| JOHN WILKER | VP OF FINANCE THRU 9/2023 | 1 | — |
| LYNN WOLD | PRESIDENT/CEO - BHC | 1 | — |
| BOBBI JOHNSON | EXECUTIVE DIRECTOR | 40 | — |
| JAMES GOBELL | VP OF FINANCE - BHC | 1 | — |
| KATHY WESTERGAARD | PRESIDENT | 2 | — |
| SUSAN JOHNSON | VICE PRESIDENT | 2 | — |
| CHERYL WARNER | SECRETARY/TREASURER | 2 | — |
| SCOTT BREKKE | DIRECTOR | 2 | — |
| LOU HEWITT | DIRECTOR | 2 | — |
| PEGGY HANNER | DIRECTOR | 2 | — |
| PHIL MORROW | DIRECTOR | 2 | — |
| CHARLES PERSINGER | DIRECTOR | 2 | — |
| TRENT RODMAN | DIRECTOR | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
Main Street Fort Dodge Inc
FORT DODGE, IA
Assets
$315K
Grants
1
Total Given
$25K
John & Beverly Anderson Charitable Trust
VINTON, IA
Assets
—
Grants
18
Total Given
$22K
Barbara Jean Couturier Charitable T
DAVENPORT, IA
Assets
—
Grants
0
Total Given
—
The Joseph Andres Family Foundation
OKOBOJI, IA
Assets
—
Grants
6
Total Given
$7K
Lohse Family Foundation
BONDURANT, IA
Assets
—
Grants
2
Total Given
$400K
Vande Brake Family Foundation
ORANGE CITY, IA
Assets
$172K
Grants
6
Total Given
$47K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Burgess Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities