Burgess Memorial Scholarship Fund

MATTOON, IL EIN: 37-6024599

Burgess Memorial Scholarship Fund is a private foundation, based in MATTOON, IL. IRS filing data is available for 2021. In 2021, it awarded 3 grants totaling $4.6M. Net investment income was $54K.

Financial Overview

From 2021 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$4.6M

Grant Count

3

Avg Grant Size

$1.5M

Under IRS private-foundation payout rules, Burgess Memorial Scholarship Fund reported a distributable amount of $163K for 2021 — the minimum it must pay out in qualifying distributions.

About Burgess Memorial Scholarship Fund

Based on IRS filings

Burgess Memorial Scholarship Fund is a private foundation, based in MATTOON, IL. IRS filing data is available for 2021. In 2021, it awarded 3 grants totaling $4.6M. Net investment income was $54K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

EffinghamMattoon

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$3M$4M$5M2021
Metric2021
Total Assets
Revenue$4,448,453
Expenses$4,607,254
Qualifying Distributions
Net Investment Income$54,240
Distributable Amount$162,775

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$5M3 grants2021

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2021

SOUTHEASTERN IL COMMUNIT…$4.4MSOUTHEASTERN IL COMMUNIT…$71KSCHOLARSHIP RECIPIENTS$50K

Grant Size Distribution

3 grants across all recorded years

<$50K2$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2021 grants, the largest include Southeastern Il Community Foundatio ($4,447,000), Southeastern Il Community Foundatio ($70,786), Scholarship Recipients ($50,000).

RecipientPurposeAmount
SCHOLARSHIP RECIPIENTS MATTOON, ILSCHOLARSHIPS$50,000
SOUTHEASTERN IL COMMUNITY FOUNDATIO EFFINGHAM, ILSCHOLARSHIP PROGRAM$4,447,000
SOUTHEASTERN IL COMMUNITY FOUNDATIO EFFINGHAM, ILSCHOLARSHIP PROGRAM$70,786

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2021 IRS filing

FMWM CO FARM MGMT FEESTRUSTEE$5KFMWM CO TRUSTEE FEESTRUSTEE$4K

From 2021 filing

NameTitleHoursCompensation
FMWM CO FARM MGMT FEESTRUSTEE0.25$4,694
FMWM CO TRUSTEE FEESTRUSTEE0.25$3,683

Frequently Asked Questions

Where does Burgess Memorial Scholarship Fund operate?

Burgess Memorial Scholarship Fund has awarded grants in Illinois.

What size grants does Burgess Memorial Scholarship Fund award?

In 2021, Burgess Memorial Scholarship Fund awarded 3 grants totaling $4.6M — an average of about $1.5M per grant, based on its IRS Form 990 filings.

How much is Burgess Memorial Scholarship Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2021, Burgess Memorial Scholarship Fund reported a distributable amount of $163K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Burgess Memorial Scholarship Fund's EIN?

Burgess Memorial Scholarship Fund's EIN (Employer Identification Number) is 37-6024599. IRS Form 990 filing data is available on this page for 2021.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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