Burlingham Trust Inc
Burlingham Trust Inc is a private foundation, based in Woodburn, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 4 grants totaling $135K. Net investment income was $224K.
Burlingham Trust Inc at a glance
In short: Burlingham Trust Inc gave $135K across 4 grants in 2024 (avg $34K), mostly in Oregon. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $135,000
- -12.9% vs 2023
- Grants made (2024)
- 4
- +0.0% vs 2023
- Average grant
- $33,750
- -12.9% vs 2023
- Median grant
- $37,500
- Total assets
- $4,646,762
- +8.1% vs 2023
- Primary geography
- Oregon (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Burlingham Trust Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was OSU Foundation ($50K). Together the top 4 received $135K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 14 grants of 24 (58%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
How Burlingham Trust Inc gives
- Giving held roughly steady from 2021 to 2024 (−6%). Method
- In 2024 it paid out 55% 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 2020 to 2024, annual grant giving ranged from $135K (2024) to $190K (2022). In 2024 it made 4 grants totaling $135K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| OSU Foundation Corvallis, OR | Turf Equipment | $50,000 |
| Western Oregon University Monmouth, OR | Building | $50,000 |
| Family Building Blocks Salem, OR | Building | $25,000 |
| Satellite Gaming Keizer, OR | Building | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,646,762 | $702,284 | $318,483 | $135,000 | 4 | $135,000 | $224,491 | $244,535 |
| 2023 | $4,298,728 | $336,455 | $338,666 | $155,000 | 4 | $155,000 | $178,091 | $169,999 |
| 2022 | $3,872,313 | $836,992 | $352,207 | $190,000 | 6 | $290,000 | $751,031 | $162,035 |
| 2021 | $4,161,222 | $602,789 | $275,846 | $144,000 | 5 | $244,000 | $493,543 | $165,614 |
| 2020 | $3,626,657 | $179,363 | $281,023 | $160,000 | 5 | — | $139,907 | $170,529 |
Under IRS private-foundation payout rules, Burlingham Trust Inc reported a distributable amount of $245K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Burlingham Trust Inc is led by C. Ronald Peters, President on every filing since 2020; 4 of 5 officers listed in 2024 are compensated.
Officers on the 2024 filing
C. Ronald Peters
President
On filings since 2020
$8K (2020) → $11K (2024)
Phillip Iverson
President
Director → President, 2024
On filings since 2021
$500 (2021) → $8K (2024)
Tom Dearmond
Vice President
On filings since 2020
$6K (2020) → $0 (2024)
Scott Rorieg
Vice President
On filings since 2021
$4K (2021) → $8K (2024)
Amanda Burlingham
Secretary
New on the 2024 filing
$3K (2024)
Former officers (1)
- Former: Wallace Gutzler (2020–2023) — Secretary
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $11K, to C Ronald Peters (President). 4 officers or directors reported compensation on that filing.
Frequently asked questions about Burlingham Trust Inc
How much does Burlingham Trust Inc give each year?
Burlingham Trust Inc gave $135K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $155K across 4 grants.
What is Burlingham Trust Inc's typical grant size?
Burlingham Trust Inc's median grant in 2024 was $37,500, and its average grant was $33,750, across 4 grants on its 2024 IRS Form 990-PF.
Where does Burlingham Trust Inc give grants?
Burlingham Trust Inc gives mostly in Oregon: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Burlingham Trust Inc give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on Burlingham Trust Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Building" (3 grants).
How large is Burlingham Trust Inc?
Burlingham Trust Inc reported $4.6M in total assets on its 2024 IRS Form 990-PF. It paid out $135K in qualifying distributions that year, against a required minimum of $245K (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 Burlingham Trust Inc's EIN?
Burlingham Trust Inc's EIN (Employer Identification Number) is 93-6237912. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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